Invesco Nasdaq 100 ETFQQQMETF
13F holders, Q2 2025 (June 30)956holders +88
143new positions
59sold out
4famous investors
$223.47avg. 13F price*
At the end of Q2 2025, 956 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 88 from Q1 2025. 143 opened new positions and 59 sold out. The largest holders were Invesco Ltd. ($2.5B), LPL Financial LLC ($2.0B) and Envestnet Asset Management Inc. ($1.7B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Nasdaq 100 ETF
- CUSIP
- 46138G649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $969.1M |
| Exits | 59 | $98.6M |
All 13F filers, Q1 2025 → Q2 2025: 18,002,812 shares bought and 3,978,602 shares sold, net +14,024,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 956 holders
| Invesco Ltd. | 0.42% | Add +18.8% | 10,834,831 | $2.5B |
| LPL Financial LLC | 0.67% | Add +17.9% | 8,794,378 | $2.0B |
| Envestnet Asset Management Inc. | 0.50% | Add +2.0% | 7,601,275 | $1.7B |
| First Command Advisory Services, Inc. | 9.42% | Reduce -0.3% | 4,817,451 | $1.1B |
| Clal Insurance Enterprises Holdings Ltd | 8.63% | Add +73.1% | 3,860,663 | $876.8M |
| Morgan Stanley | 0.05% | Add +10.3% | 3,430,501 | $779.1M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Add +14.8% | 3,366,746 | $764.6M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.43% | Reduce -9.5% | 2,955,000 | $671.1M |
| Raymond James Financial Inc. | 0.19% | Add +12.5% | 2,477,433 | $562.6M |
| PNC Financial Services Group, Inc. | 0.36% | Reduce -3.5% | 2,427,022 | $551.2M |
| FMR LLC | 0.03% | Reduce -16.2% | 2,007,421 | $455.9M |
| Ameriprise Financial Inc. | 0.11% | Add +18.1% | 1,887,027 | $428.5M |
| Meitav Investment House Ltd. | 5.68% | Add +4.6% | 1,853,672 | $421.2M |
| Jones Financial Companies LLLP | 0.31% | Add +43.8% | 1,815,339 | $409.5M |
| Cetera Investment Advisers | 0.56% | Add +17.9% | 1,458,502 | $331.2M |
| Bank of Nova Scotia | 0.57% | New | 1,222,890 | $277.7M |
| Mizuho Bank, Ltd. | 26.77% | New | 1,200,000 | $272.5M |
| Bank of America Corp. | 0.02% | Add +4.0% | 1,179,452 | $267.9M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Reduce -0.5% | 1,119,216 | $256.2M |
| Commonwealth Equity Services, LLC | 0.31% | Add +20.9% | 1,040,109 | $236.2M |
| Osaic Holdings, Inc. | 0.42% | Add +14.2% | 1,031,992 | $234.4M |
| Gerber Kawasaki Wealth & Investment Management | 8.05% | Add +9.3% | 917,558 | $208.4M |
| Provida Pension Fund Administrator | 3.60% | Add +7.1% | 875,860 | $198.9M |
| UBS Group AG | 0.04% | Add +23.6% | 789,979 | $179.4M |
| Private Advisor Group, LLC | 0.95% | Add +27.1% | 774,940 | $176.0M |
| Bank of New York Mellon Corp | 0.03% | Add +3.3% | 772,665 | $175.5M |
| Royal Bank of Canada | 0.03% | Add +12.2% | 749,089 | $170.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.52% | Reduce -38.4% | 660,258 | $149.9M |
| Nissay Asset Management Corp. /Japan | 0.77% | No change | 578,345 | $131.3M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +122.9% | 565,936 | $128.5M |
| MML Investors Services, LLC | 0.33% | Add +5.4% | 503,607 | $114.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | No change | 470,494 | $106.8M |
| Banco Santander, S.A. | 0.96% | Reduce -4.2% | 443,620 | $100.7M |
| Yelin Lapidot Holdings Management Ltd. | 18.31% | Add +0.4% | 441,487 | $100.3M |
| Frank, Rimerman Advisors LLC | 6.62% | Add +2.7% | 434,028 | $98.6M |
| Hollencrest Capital Management | 4.16% | Add +1.4% | 428,366 | $97.3M |
| Main Management Fund Advisors LLC | 11.12% | Add +8.1% | 410,800 | $93.3M |
| Mariner, LLC | 0.13% | Add +5.5% | 404,593 | $91.9M |
| Taiyo Life Insurance Co. | 8.17% | No change | 383,000 | $87.0M |
| Cerity Partners LLC | 0.15% | Add +2.9% | 381,584 | $86.7M |
| Sax Wealth Advisors, LLC | 5.07% | Add +2.1% | 369,827 | $84.0M |
| Janus Henderson Group PLC | 0.04% | New | 359,136 | $81.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +533.4% | 324,049 | $73.6M |
| Mainstay Capital Management LLC | 3.44% | Add +58.7% | 307,436 | $69.8M |
| HighTower Advisors, LLC | 0.08% | Add +130.5% | 294,196 | $66.8M |
| US Bancorp \de | 0.08% | Add +3.3% | 291,867 | $66.3M |
| Equitable Holdings, Inc. | 0.51% | Add +10.8% | 272,197 | $61.8M |
| Bogart Wealth, LLC | 2.61% | Reduce -33.5% | 268,563 | $61.0M |
| Avantax Advisory Services, Inc. | 0.33% | Add +8.8% | 265,759 | $60.4M |
| Cornerstone Planning Group LLC | 11.93% | New | 253,424 | $58.4M |
| Integrated Wealth Concepts LLC | 0.58% | Add +10.0% | 253,745 | $57.6M |
| Exchange Traded Concepts, LLC | 0.72% | Add +184.8% | 248,948 | $56.5M |
| Payden & Rygel | 4.56% | No change | 242,572 | $55.1M |
| Ieq Capital, LLC | 0.33% | Add +1.8% | 237,274 | $53.9M |
| Main Management LLC | 4.10% | Add +32.5% | 229,487 | $52.1M |
| Cresset Asset Management, LLC | 0.26% | Reduce -20.4% | 225,703 | $51.3M |
| Rational Advisors, Inc. | 5.31% | Reduce -7.2% | 225,321 | $51.2M |
| Whelan Financial | 18.22% | Reduce -3.9% | 221,844 | $50.4M |
| One Day In July LLC | 4.50% | Add +30.6% | 218,620 | $49.6M |
| Scarborough Advisors, LLC | 9.54% | Add +13.5% | 211,840 | $48.1M |
| Western Wealth Management, LLC | 2.82% | Add +3.3% | 208,704 | $47.4M |
| Truist Financial Corp. | 0.07% | Add +15.0% | 200,898 | $45.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.4% | 200,104 | $45.4M |
| Altfest L J & Co. Inc. | 5.34% | Add +2047.2% | 199,365 | $45.3M |
| Waddell & Associates, LLC | 4.71% | Add +1.2% | 194,421 | $44.2M |
| Syntegra Private Wealth Group, LLC | 4.47% | Add +0.5% | 192,931 | $43.8M |
| Kestra Advisory Services, LLC | 0.21% | Add +8.0% | 191,783 | $43.6M |
| Denver Wealth Management, Inc. | 16.96% | Add +12.5% | 180,563 | $41.0M |
| TruWealth Advisors, LLC | 2.14% | Reduce -0.2% | 171,423 | $38.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Reduce -0.1% | 171,217 | $38.9M |
| Leith Wheeler Investment Counsel Ltd. | 2.64% | No change | 163,184 | $37.1M |
| NewEdge Advisors, LLC | 0.19% | Add +35.0% | 162,434 | $36.9M |
| Tobias Financial Advisors, Inc. | 6.10% | Reduce -2.7% | 156,811 | $35.6M |
| Kingsview Wealth Management, LLC | 0.58% | Add +67.9% | 152,084 | $34.5M |
| Fusion Family Wealth, LLC | 2.91% | Reduce -0.8% | 151,423 | $34.4M |
| D'Orazio & Associates, Inc. | 4.85% | Reduce -0.6% | 151,160 | $34.3M |
| IHT Wealth Management, LLC | 0.94% | Add +133.7% | 149,952 | $34.1M |
| Verde Capital Management | 8.38% | Add +2.0% | 149,468 | $33.9M |
| Arthur M. Cohen & Associates, LLC | 5.92% | Add +0.8% | 147,471 | $33.5M |
| EP Wealth Advisors, LLC | 0.21% | Reduce -0.7% | 143,056 | $32.5M |
| Lodestar Private Asset Management LLC | 3.66% | Add +1.6% | 139,874 | $31.8M |
| Highland Financial Advisors, LLC | 10.11% | Add +4.6% | 138,725 | $31.5M |
| Stewardship Advisors, LLC | 7.95% | Add +0.8% | 138,222 | $31.4M |
| Whitaker-Myers Wealth Managers, LTD. | 7.85% | Add +7.2% | 137,241 | $31.2M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +9.1% | 134,196 | $30.5M |
| Smith Chas P & Associates Pa Cpas | 1.70% | Add +1.9% | 133,453 | $30.3M |
| 360 Financial, Inc. | 9.55% | Add +5.4% | 133,259 | $30.3M |
| ACT Advisors, LLC. | 13.44% | New | 127,999 | $29.1M |
| KPP Advisory Services LLC | 4.62% | Add +52.8% | 123,289 | $28.0M |
| SOL Capital Management CO | 2.71% | Add +1.9% | 123,068 | $27.9M |
| Affinity Wealth LLC | 23.63% | Add +8.0% | 122,166 | $27.7M |
| Asset Allocation Strategies LLC | 6.11% | Add +728.3% | 435,112 | $27.7M |
| RFG Advisory, LLC | 0.65% | Reduce -70.5% | 121,386 | $27.6M |
| Focus Partners Wealth | 0.06% | Add +4.1% | 120,956 | $27.5M |
| Adamsbrown Wealth Consultants LLC | 7.93% | Add +7.3% | 120,385 | $27.3M |
| Signal Advisors Wealth, LLC | 2.12% | Add +27.4% | 119,618 | $27.2M |
| Financial Partners Group, Inc | 3.73% | Add +6.5% | 118,800 | $27.0M |
| IFG Advisors, LLC | 4.51% | Add +7.5% | 118,273 | $26.9M |
| Global Wealth Strategies & Associates | 7.65% | Reduce -3.6% | 117,726 | $26.7M |
| Barclays PLC | 0.01% | Add +126.9% | 117,333 | $26.6M |
| Apriem Advisors | 2.83% | Add +5.3% | 117,274 | $26.6M |
| Betterment LLC | 0.06% | Add +110.8% | 116,212 | $26.4M |
| JP Wealth Management, Inc. | 19.69% | Add +3.3% | 115,919 | $26.3M |
| Stifel Financial Corp. | 0.02% | Add +50.4% | 112,853 | $25.6M |
| Horizon Wealth Management, LLC | 4.46% | Add +1.6% | 111,903 | $25.4M |
| Latko Wealth Management, Ltd. | 14.25% | Add +4.0% | 111,637 | $25.4M |
| Prosperity Consulting Group, LLC | 1.82% | Add +6.4% | 109,908 | $25.0M |
| Waterloo Capital, L.P. | 2.01% | Reduce -11.9% | 109,651 | $24.9M |
| Parkside Advisors LLC | 5.47% | Add +0.1% | 109,567 | $24.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.29% | Add +13.2% | 108,808 | $24.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -25.0% | 107,849 | $24.5M |
| Foguth Wealth Management, LLC. | 5.13% | Add +15.6% | 105,686 | $24.0M |
| Hudock, Inc. | 3.79% | Add +8.2% | 103,902 | $23.6M |
| Thoroughbred Financial Services, LLC | 1.64% | Add +11.3% | 103,417 | $23.5M |
| B&D White Capital Company, LLC | 3.53% | Reduce -16.9% | 102,168 | $23.2M |
| Advisors Preferred, LLC | 3.77% | Add +2.7% | 101,540 | $22.9M |
| Hill Island Financial LLC | 6.23% | New | 98,438 | $22.4M |
| AllGen Financial Advisors, Inc. | 5.74% | New | 94,178 | $21.4M |
| Adapt Wealth Advisors, LLC | 9.27% | Add +1.4% | 91,240 | $20.7M |
| Fortis Group Advisors, LLC | 3.76% | Add +213.1% | 88,910 | $20.7M |
| Citizens Financial Group Inc. | 0.33% | Add +16.7% | 90,711 | $20.6M |
| Gladstone Institutional Advisory LLC | 0.85% | Reduce -13.6% | 90,271 | $20.5M |
| EdgeRock Capital LLC | 6.48% | Add +12.8% | 90,112 | $20.5M |
| Norinchukin Bank, The | 0.30% | New | 90,000 | $20.4M |
| Global Retirement Partners, LLC | 0.51% | — | 89,850 | $20.4M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +96.2% | 88,221 | $20.0M |
| AAF Wealth Management, LLC | 9.02% | Reduce -1.4% | 87,188 | $19.8M |
| Cwm, LLC | 0.07% | Add +1.1% | 86,101 | $19.6M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -3.7% | 86,075 | $19.5M |
| Diversified Enterprises, LLC | 1.44% | Reduce -4.6% | 85,072 | $19.3M |
| Ancora Advisors LLC | 0.40% | Reduce -0.8% | 83,870 | $19.0M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +23.6% | 83,225 | $18.9M |
| Atlas Legacy Advisors, LLC | 4.09% | Add +0.4% | 81,745 | $18.6M |
| Oppenheimer & Co. Inc. | 0.25% | Add +80.9% | 81,625 | $18.5M |
| Hunter Associates Investment Management LLC | 2.73% | Add +18.5% | 81,326 | $18.4M |
| Solano Wealth Investment Advisors LLC | 9.43% | Add +3.6% | 80,922 | $18.4M |
| Merit Financial Group, LLC | 0.20% | Add +2.0% | 80,589 | $18.3M |
| Running Point Capital Advisors, LLC | 4.98% | Add +13.4% | 79,443 | $18.0M |
| Transamerica Financial Advisors, LLC | 1.68% | Add +4.1% | 78,957 | $17.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.17% | Add +184.2% | 78,793 | $17.9M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -5.9% | 78,288 | $17.8M |
| Clark Wealth Partners | 11.94% | Add +97.3% | 77,890 | $17.7M |
| Focus Financial Network, Inc. | 0.68% | Add +3.8% | 76,385 | $17.3M |
| Schroder Investment Management Group | 0.01% | Add +117.6% | 76,786 | $17.3M |
| Level Four Advisory Services, LLC | 0.63% | Add +21.7% | 75,394 | $17.1M |
| PKO Investment Management Joint-Stock Co | 1.83% | Reduce -65.9% | 75,000 | $17.0M |
| Marmo Financial Group, LLC | 8.43% | Reduce -0.1% | 74,522 | $16.9M |
| VestGen Advisors, LLC | 0.67% | Reduce -10.3% | 73,683 | $16.7M |
| Apexium Financial, LP | 0.89% | Add +21.9% | 73,509 | $16.7M |
| Jackson Wealth Management, LLC | 1.81% | Reduce -0.3% | 73,428 | $16.7M |
| Retirement Financial Solutions, LLC | 5.76% | Reduce -6.1% | 72,022 | $16.4M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +18.9% | 69,824 | $15.9M |
| Sterling Investment Counsel, LLC | 9.28% | Reduce -41.3% | 69,681 | $15.8M |
| Modern Wealth Management, LLC | 0.39% | Add +119.3% | 69,071 | $15.7M |
| Journey Strategic Wealth LLC | 0.50% | Add +0.3% | 68,516 | $15.6M |
| Creative Planning | 0.01% | Add +30.0% | 68,143 | $15.5M |
| World Investment Advisors | 0.35% | Add +45.6% | 67,943 | $15.4M |
| Modus Advisors, LLC | 4.54% | Add +0.1% | 67,262 | $15.3M |
| StoneCrest Wealth Management, Inc. | 7.23% | Add +2.0% | 66,845 | $15.2M |
| Empire Life Investments Inc. | 0.95% | Reduce -1.5% | 66,000 | $15.0M |
| Rollins Financial Advisors, LLC | 2.37% | Add +0.3% | 65,543 | $14.9M |
| Atria Wealth Solutions, Inc. | 0.33% | Reduce -4.0% | 64,643 | $14.7M |
| Wick Capital Partners, LLC | 3.79% | Add +19.2% | 46,796 | $14.6M |
| GPS Wealth Strategies Group, LLC | 1.67% | Add +0.2% | 63,977 | $14.5M |
| Forge Financial Services LLC | 10.86% | Add +8.5% | 63,082 | $14.5M |
| Axxcess Wealth Management, LLC | 0.32% | Add +2.9% | 59,061 | $13.4M |
| Avior Wealth Management, LLC | 0.45% | Add +2.7% | 57,620 | $13.1M |
| MAI Capital Management | 0.09% | Add +48.9% | 56,294 | $12.8M |
| FIL Ltd | 0.01% | Add +10222.2% | 55,224 | $12.5M |
| Rovin Capital /Ut/ | 3.80% | Add +103.4% | 55,177 | $12.5M |
| Future Financial Wealth Managment LLC | 8.43% | Add +0.1% | 54,449 | $12.4M |
| CAP Partners, LLC | 7.69% | Add +5.1% | 53,796 | $12.2M |
| Silver Oak Securities, Incorporated | 1.02% | Add +473.3% | 53,772 | $12.2M |
| Atria Investments, Inc | 0.14% | Add +499.8% | 53,753 | $12.2M |
| Compass Financial Services Inc | 5.86% | Reduce -4.2% | 53,245 | $12.1M |
| Lido Advisors, LLC | 0.06% | Add +1614.4% | 51,998 | $11.8M |
| Helios Capital Management Pte. Ltd. | 8.97% | New | 51,300 | $11.7M |
| CoreCap Advisors, LLC | 0.46% | Add +130.5% | 50,781 | $11.5M |
| Copperwynd Financial, LLC | 2.84% | New | 50,120 | $11.4M |
| Brookstone Capital Management | 0.15% | Reduce -7.2% | 50,102 | $11.4M |
| Carter Financial Group, INC. | 7.23% | — | 48,678 | $11.1M |
| Wealthfront Advisers LLC | 0.03% | Add +26.0% | 48,347 | $11.0M |
| Aptus Capital Advisors, LLC | 0.11% | Add +14.5% | 47,814 | $10.9M |
| Drake & Associates, LLC | 2.66% | New | 47,793 | $10.9M |
| Prospera Financial Services Inc | 0.20% | Add +55.9% | 47,432 | $10.8M |
| Roundview Capital LLC | 0.70% | Add +4.8% | 46,003 | $10.4M |
| AQR Capital Management | 0.01% | Add +17.6% | 45,536 | $10.3M |
| Secure Asset Management, LLC | 1.90% | Add +10.1% | 45,116 | $10.2M |
| Lowery Thomas, LLC | 6.49% | Reduce -5.7% | 44,662 | $10.1M |
| Sims Investment Management, LLC | 4.05% | Add +25.9% | 44,352 | $10.1M |
| Rehmann Capital Advisory Group | 0.61% | Add +5.0% | 44,215 | $10.0M |
| Sage Mountain Advisors LLC | 0.65% | Add +279.4% | 43,716 | $9.9M |
| Sepio Capital, LP | 0.71% | Add +20.2% | 43,678 | $9.9M |
| Trivium Point Advisory, LLC | 1.06% | Add +0.6% | 42,939 | $9.8M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +343.3% | 42,935 | $9.8M |
| AlTi Global, Inc. | 0.24% | No change | 42,200 | $9.6M |
| Advisors Capital Management, LLC | 0.13% | Reduce -8.1% | 42,311 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +89.2% | 42,251 | $9.6M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +15.8% | 42,173 | $9.6M |
| Wall Street Financial Group, Inc. | 8.59% | Reduce -19.8% | 41,928 | $9.5M |
| SG Americas Securities, LLC | 0.04% | No change | 41,863 | $9.5M |
| Money Concepts Capital Corp. | 0.63% | Add +412.0% | 41,703 | $9.5M |
| Keybank National Association | 0.03% | Add +945.2% | 40,961 | $9.3M |
| Analyst IMS Investment Management Services Ltd. | 0.31% | Add +10.4% | 40,263 | $9.1M |
| Dogwood Wealth Management LLC | 4.46% | Add +13069.5% | 40,167 | $9.1M |
| Anchor Investment Management, LLC | 0.80% | Reduce -0.8% | 40,070 | $9.1M |
| Citigroup Inc. | 0.01% | Add +34.3% | 39,983 | $9.1M |
| Guardian Asset Advisors, LLC | 5.19% | Add +4.7% | 39,814 | $9.0M |
| Alpha Financial Advisors, LLC | 3.49% | New | 39,746 | $9.0M |
| Bernardo Wealth Planning LLC | 1.96% | New | 39,745 | $9.0M |
| Highline Wealth Partners LLC | 2.67% | Add +35.3% | 39,744 | $9.0M |
| Spectrum Wealth Advisory Group, LLC | 4.19% | Reduce -56.1% | 39,619 | $9.0M |
| Tide Cove Capital Partners LLC | 6.99% | Add +1.9% | 37,751 | $8.8M |
| Strategent Financial, LLC | 6.88% | Add +17.7% | 38,832 | $8.8M |
| Oliver Lagore Vanvalin Investment Group | 3.45% | — | 45,571 | $8.8M |
| Foundations Investment Advisors, LLC | 0.14% | Add +1.1% | 38,694 | $8.8M |
| Barings LLC | 0.21% | Reduce -44.5% | 38,276 | $8.7M |
| Freedom Investment Management, Inc. | 0.69% | New | 37,918 | $8.6M |
| RiverFront Investment Group, LLC | 0.17% | Add +63.7% | 37,723 | $8.6M |
| Bokf, NA | 0.14% | Add +45.7% | 37,182 | $8.4M |
| Petix & Botte Co | 2.04% | Add +14.9% | 36,641 | $8.3M |
| WBH Advisory Inc. | 0.70% | Reduce -0.1% | 36,361 | $8.3M |
| Elios Financial Group Inc. | 3.74% | Reduce -7.2% | 36,344 | $8.3M |
| GeoWealth Management, LLC | 0.32% | Add +678.9% | 36,326 | $8.2M |
| Brueske Advisory Services, LLC | 5.59% | Reduce -9.0% | 36,202 | $8.2M |
| WJ Wealth Management, LLC | 2.59% | Add +1.5% | 36,134 | $8.2M |
| Visionary Wealth Advisors | 0.41% | Add +245.0% | 35,770 | $8.1M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +184.6% | 35,767 | $8.1M |
| Atlas Private Wealth Advisors | 1.03% | Add +0.5% | 35,155 | $8.0M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +11.0% | 33,948 | $7.7M |
| Collaborative Wealth Managment Inc. | 3.36% | Add +3.9% | 33,877 | $7.7M |
| GTS Securities LLC | 0.34% | Reduce -51.9% | 33,802 | $7.7M |
| New Wave Wealth Advisors LLC | 3.25% | Add +49.9% | 33,699 | $7.7M |
| Vance Wealth, LLC | 2.55% | Add +9.3% | 33,242 | $7.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.67% | Add +15.0% | 32,723 | $7.4M |
| JBR Co Financial Management Inc | 3.61% | Add +7.3% | 32,176 | $7.3M |
| &partners | 0.06% | Add +0.9% | 32,183 | $7.3M |
| Rooted Wealth Advisors, Inc. | 2.51% | Add +16.8% | 31,847 | $7.3M |
| Kaye Capital Management | 2.79% | Add +38.7% | 31,971 | $7.3M |
| Raub Brock Capital Management LP | 1.58% | Add +2.5% | 31,908 | $7.2M |
| Luminist Capital LLC | 7.01% | New | 31,388 | $7.1M |
| Central Pacific Bank - Trust Division | 0.94% | Reduce -0.8% | 31,106 | $7.1M |
| Echo45 Advisors LLC | 4.44% | Reduce -1.7% | 31,005 | $7.0M |
| Arete Wealth Advisors, LLC | 0.50% | Add +173.3% | 30,786 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | No change | 30,600 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +40.1% | 30,400 | $6.9M |
| Avestar Capital, LLC | 0.50% | New | 30,338 | $6.9M |
| Eldridge Investment Advisors, Inc. | 1.44% | Add +85.2% | 30,272 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +146.1% | 29,926 | $6.8M |
| Carnegie Investment Counsel | 0.14% | Add +7.5% | 29,708 | $6.7M |
| Sowell Financial Services LLC | 0.27% | Add +9.5% | 29,700 | $6.7M |
| Byrne Financial Freedom, LLC | 3.36% | Add +4.1% | 29,623 | $6.7M |
| Evensky & Katz LLC | 0.41% | Add +1.6% | 29,584 | $6.7M |
| Cooper Capital Advisors LLC | 6.46% | Add +4.0% | 29,455 | $6.7M |
| HBW Advisory Services LLC | 0.82% | Add +7.0% | 29,313 | $6.7M |
| Jackson Square Capital, LLC | 1.47% | New | 29,086 | $6.6M |
| Ameritas Advisory Services, LLC | 0.34% | Add +5.2% | 28,733 | $6.5M |
| Mutual Advisors, LLC | 0.16% | Add +319.7% | 27,880 | $6.5M |
| Waverly Advisors, LLC | 0.07% | Add +24.5% | 28,468 | $6.5M |
| First Horizon Advisors, Inc. | 0.17% | Add +5604.9% | 28,239 | $6.4M |
| Farther Finance Advisors, LLC | 0.13% | Add +58.3% | 27,844 | $6.3M |
| Woodard & Co. Asset Management Group Inc. | 1.16% | Add +703.3% | 27,738 | $6.3M |
| Enclave Advisors LLC | 1.01% | Add +15.6% | 27,574 | $6.3M |
| Hickory Asset Management, Inc. | 5.12% | Reduce -1.4% | 27,283 | $6.2M |
| Centaurus Financial, Inc. | 0.35% | Add +2252.0% | 26,695 | $6.1M |
| Prism Advisors, Inc. | 1.70% | Reduce -3.4% | 26,309 | $6.0M |
| Pine Valley Investments Ltd Liability Co | 0.35% | Add +9.8% | 26,027 | $5.9M |
| Soundwatch Capital LLC | 1.00% | New | 1,390,838 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -18.6% | 25,656 | $5.8M |
| MPWM Advisory Solutions, LLC | 3.67% | Add +1.6% | 25,556 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 25,309 | $5.7M |
| National Wealth Management Group, LLC | 3.22% | Add +6.5% | 25,275 | $5.7M |
| Redwood Financial Network Corp | 3.80% | Add +2.0% | 24,734 | $5.6M |
| Napa Wealth Management | 2.65% | Add +63.3% | 24,434 | $5.5M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.7% | 23,857 | $5.5M |
| Safeguard Investment Advisory Group, LLC | 1.38% | Reduce -4.0% | 24,355 | $5.5M |
| Toth Financial Advisory Corp. | 0.64% | Add +4.3% | 24,110 | $5.5M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -8.8% | 24,029 | $5.5M |
| CW Advisors, LLC | 0.05% | Add +14.5% | 24,025 | $5.5M |
| AGH Wealth Advisors, LLC | 4.47% | Add +3.6% | 23,888 | $5.4M |
| Total Clarity Wealth Management, Inc. | 1.53% | Add +35.8% | 23,465 | $5.3M |
| Cornerstone Financial Group, LLC | 4.39% | Add +2.4% | 22,707 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +46.5% | 22,540 | $5.1M |
| Milestones Private Investment Advisors LLC | 3.76% | — | 22,380 | $5.1M |
| Aspire Growth Partners LLC | 4.13% | Add +7.8% | 22,205 | $5.0M |
| Omnitrust Wealth Management, Inc | 5.94% | — | 16,641 | $5.0M |
| Congress Park Capital LLC | 1.64% | Reduce -48.3% | 22,080 | $5.0M |
| Belpointe Asset Management LLC | 0.20% | Add +10.3% | 21,506 | $4.9M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +3.0% | 21,418 | $4.9M |
| Wbi Investments, LLC | 1.26% | New | 21,415 | $4.9M |
| OneDigital Investment Advisors LLC | 0.05% | Add +11.8% | 21,393 | $4.9M |
| Winthrop Advisory Group LLC | 0.47% | Add +148.8% | 21,327 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -48.4% | 21,239 | $4.8M |
| IFG Advisory, LLC | 0.24% | Add +11.8% | 21,000 | $4.8M |
| Boyum Wealth Architects LLC | 3.39% | Reduce -7.0% | 20,290 | $4.6M |
| Financial Futures Ltd Liability Co. | 2.47% | Reduce -1.3% | 20,285 | $4.6M |
| CVFG LLC | 3.61% | Add +10.6% | 20,018 | $4.5M |
| Cibc World Markets Corp. | 0.03% | Reduce -2.6% | 19,941 | $4.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 19,894 | $4.5M |
| New Perspectives, Inc | 2.23% | Add +7.1% | 19,885 | $4.5M |
| Worth Asset Management, LLC | 2.22% | Add +26.2% | 19,827 | $4.5M |
| Bensler, LLC | 0.50% | Add +4.2% | 19,763 | $4.5M |
| Graney & King, LLC | 3.01% | Add +7.8% | 19,758 | $4.5M |
| Florida Financial Advisors, LLC | 1.09% | Add +161.4% | 19,700 | $4.5M |
| PFG Investments, LLC | 0.26% | Add +643.9% | 19,534 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.57% | Add +1.8% | 19,028 | $4.3M |
| High Note Wealth, LLC | 0.99% | New | 19,027 | $4.3M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -0.2% | 18,780 | $4.3M |
| Stephens Consulting, LLC | 1.01% | Add +4.0% | 18,572 | $4.2M |
| Smith Shellnut Wilson LLC | 1.81% | Reduce -0.6% | 18,384 | $4.2M |
| Smith, Moore & Co. | 0.35% | Add +12.7% | 18,305 | $4.2M |
| WCG Wealth Advisors LLC | 0.27% | Reduce -11.4% | 18,116 | $4.1M |
| Freestone Capital Holdings, LLC | 0.14% | New | 18,093 | $4.1M |
| Calton & Associates, Inc. | 0.71% | Add +167.9% | 18,049 | $4.1M |
| Maridea Wealth Management LLC | 1.05% | Add +144.7% | 17,798 | $4.0M |
| United Advisor Group, LLC | 0.70% | Reduce -78.6% | 17,785 | $4.0M |
| Blue Edge Capital, LLC | 0.60% | Reduce -0.7% | 17,763 | $4.0M |
| Castle Wealth Management LLC | 1.46% | Reduce -1.1% | 17,680 | $4.0M |
| Great Lakes Retirement, Inc. | 0.48% | Add +17.8% | 17,664 | $4.0M |
| Blair William & Co. | 0.01% | Add +7.2% | 17,499 | $4.0M |
| ORG Partners LLC | 0.86% | Reduce -18.6% | 17,384 | $3.9M |
| Westside Investment Management, Inc. | 0.72% | Add +22.6% | 17,171 | $3.9M |
| PAX Financial Group, LLC | 0.74% | Reduce -3.2% | 17,160 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +359.4% | 16,955 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +465.7% | 16,757 | $3.8M |
| IFP Advisors, Inc | 0.10% | Add +70.0% | 16,210 | $3.7M |
| Independent Advisor Alliance | 0.11% | New | 16,192 | $3.7M |
| Financial Advocates Investment Management | 0.30% | Reduce -64.6% | 16,106 | $3.7M |
| International Assets Investment Management, LLC | 0.30% | Add +75.9% | 16,096 | $3.7M |
| CPC Advisors, LLC | 0.46% | Reduce -1.7% | 16,087 | $3.7M |
| Cabot Wealth Management Inc. | 0.43% | Add +1.6% | 15,815 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.1% | 15,682 | $3.6M |
| Virtue Capital Management, LLC | 0.65% | Add +83.3% | 15,629 | $3.5M |
| Madison Wealth Partners, Inc | 0.77% | Add +31.5% | 15,598 | $3.5M |
| SCS Capital Management LLC | 0.04% | Add +603.2% | 15,436 | $3.5M |
| Gerber, LLC | 2.46% | Add +0.2% | 15,430 | $3.5M |
| SBI Securities Co., Ltd. | 0.10% | Add +1.1% | 15,288 | $3.5M |
| Elm3 Financial Group, LLC | 2.89% | Reduce -4.2% | 15,288 | $3.5M |
| Circle Wealth Management, LLC | 0.08% | Reduce -4.0% | 15,236 | $3.5M |
| Cassaday & Co Wealth Management LLC | 0.09% | Reduce -21.0% | 15,201 | $3.5M |
| Loomis Sayles & Co. L P | 0.00% | New | 15,155 | $3.4M |
| Commonwealth Financial Services, LLC | 0.66% | Add +0.6% | 15,113 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -10.1% | 15,074 | $3.4M |
| Luken Investment Analytics, LLC | 1.49% | Reduce -89.6% | 14,982 | $3.4M |
| Faithward Advisors, LLC | 0.53% | New | 14,953 | $3.4M |
| Strategic Advisors LLC | 0.66% | Reduce -12.3% | 14,830 | $3.4M |
| Landmark Wealth Management, LLC | 1.43% | Reduce -1.2% | 14,815 | $3.4M |
| Christopher J. Hasenberg, Inc | 1.25% | Reduce -50.0% | 14,792 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +60.5% | 14,383 | $3.3M |
| Global View Capital Management LLC | 1.03% | New | 14,164 | $3.2M |
| Round Rock Advisors LLC | 0.55% | Add +4.5% | 13,975 | $3.2M |
| Purus Wealth Management, LLC | 1.10% | Add +2.4% | 13,950 | $3.2M |
| Theory Financial LLC | 1.20% | Add +26.3% | 13,551 | $3.2M |
| Mgo One Seven LLC | 0.10% | Add +14.8% | 13,857 | $3.1M |
| SPC Financial, Inc. | 0.26% | New | 13,851 | $3.1M |
| Root Financial Partners, LLC | 0.30% | Reduce -1.3% | 13,596 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +104.6% | 13,539 | $3.1M |
| One Capital Management, LLC | 0.11% | Reduce -53.0% | 13,528 | $3.1M |
| Harbour Investments, Inc. | 0.08% | Add +7.0% | 13,476 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Add +5.9% | 13,407 | $3.0M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 13,400 | $3.0M |
| Meridian Financial Advisors, LLC | 1.95% | Add +3.4% | 13,237 | $3.0M |
| Principal Securities, Inc. | 0.06% | Add +43.9% | 13,019 | $3.0M |
| PFG Advisors | 0.14% | Add +7.4% | 12,940 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +37.4% | 12,678 | $2.9M |
| Allen Investment Management, LLC | 0.03% | No change | 12,588 | $2.9M |
| Sulzberger Capital Advisors, Inc. | 3.34% | Reduce -12.3% | 12,584 | $2.9M |
| National Bank of Canada | 0.00% | Add +3112.5% | 12,561 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.3% | 12,475 | $2.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +10.8% | 12,336 | $2.8M |
| Bright Financial Advisors, Inc. | 1.55% | Add +14.3% | 12,303 | $2.8M |
| jvl associates llc | 1.00% | Reduce -17.7% | 12,246 | $2.8M |
| Norris Financial Group, LLC | 1.14% | Add +256.4% | 12,239 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -95.2% | 12,004 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +47.7% | 11,786 | $2.7M |
| Austin Wealth Management, LLC | 0.47% | Add +133.4% | 11,469 | $2.7M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Reduce -44.2% | 11,737 | $2.7M |
| Essex Financial Services, Inc. | 0.17% | Add +5.3% | 11,716 | $2.7M |
| Invst, LLC | 0.33% | Add +0.9% | 11,666 | $2.6M |
| Retirement Planning Group, LLC / NY | 2.33% | Add +39.7% | 11,662 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +5.1% | 11,387 | $2.6M |
| BCS Wealth Management | 0.55% | Add +6.1% | 11,268 | $2.6M |
| Bison Wealth, LLC | 0.20% | Add +497.4% | 11,160 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +1.9% | 11,192 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +27.6% | 11,147 | $2.5M |
| Balefire, LLC | 0.54% | New | 11,026 | $2.5M |
| Comerica Bank | 0.01% | Add +2.0% | 10,775 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +0.3% | 10,767 | $2.4M |
| Nwam LLC | 0.14% | Reduce -7.1% | 10,728 | $2.4M |
| Bestgate Wealth Advisors, LLC | 5.02% | No change | 12,556 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.6% | 10,665 | $2.4M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -62.1% | 10,594 | $2.4M |
| Bank of New Hampshire | 0.59% | Reduce -5.0% | 10,485 | $2.4M |
| LWM Advisory Services, LLC | 1.62% | Add +153.8% | 10,375 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +1.5% | 10,279 | $2.3M |
| Wealthgarden F.S. LLC | 1.92% | Reduce -4.3% | 9,944 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +69.9% | 10,167 | $2.3M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -70.1% | 10,120 | $2.3M |
| NWF Advisory Services Inc. | 0.27% | Reduce -35.8% | 10,101 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.19% | Reduce -1.1% | 10,050 | $2.3M |
| JGP Wealth Management, LLC | 0.27% | Add +13.8% | 9,903 | $2.2M |
| Falcon Wealth Planning | 0.23% | Add +9.8% | 9,847 | $2.2M |
| Hamilton Capital Partners, LLC | 1.07% | Reduce -20.3% | 9,836 | $2.2M |
| TD Capital Management LLC | 0.21% | Add +6.8% | 9,705 | $2.2M |
| Eagle Strategies LLC | 0.34% | Add +10.7% | 9,689 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -2.8% | 9,688 | $2.2M |
| Motiv8 Investments LLC | 1.34% | Add +8.8% | 9,679 | $2.2M |
| Keystone Wealth Services, LLC | 0.53% | Add +90.9% | 9,672 | $2.2M |
| Mount Lucas Management LP | 1.04% | Reduce -5.3% | 9,628 | $2.2M |
| Cibc World Market Inc. | 0.00% | Add +346.0% | 9,549 | $2.2M |
| Intrua Financial, LLC | 0.31% | Add +429.6% | 9,501 | $2.2M |
| GK Wealth Management LLC | 2.13% | Add +11.1% | 9,453 | $2.1M |
| Maripau Wealth Management LLC | 1.07% | Add +39.1% | 9,402 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.78% | New | 9,250 | $2.1M |
| Agp Franklin, LLC | 1.10% | Reduce -67.6% | 9,193 | $2.1M |
| Advus Financial Partners, LLC | 0.53% | Reduce -34.5% | 9,162 | $2.1M |
| Sightline Wealth Advisors, LLC | 1.00% | Add +5.2% | 9,103 | $2.1M |
| Independent Financial Group, LLC | 0.06% | Add +48.8% | 9,057 | $2.1M |
| Maia Wealth LLC | 0.39% | Add +104.7% | 9,020 | $2.0M |
| Arax Advisory Partners | 0.09% | Add +131.2% | 8,940 | $2.0M |
| Private Trust Co. NA | 0.19% | Add +10.3% | 8,895 | $2.0M |
| LexAurum Advisors, LLC | 0.32% | Add +5.2% | 8,839 | $2.0M |
| Crescent Grove Advisors, LLC | 0.19% | Add +7.2% | 8,829 | $2.0M |
| StoneX Group Inc. | 0.10% | Add +3.4% | 8,675 | $2.0M |
| Sequent Planning LLC | 0.62% | Add +44.1% | 8,665 | $2.0M |
| Altus Wealth Group LLC | 0.87% | Add +0.8% | 8,651 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -1.6% | 8,632 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +118.2% | 8,595 | $2.0M |
| San Luis Wealth Advisors LLC | 0.42% | New | 8,508 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.18% | Add +1.3% | 8,472 | $1.9M |
| Tandem Investment Partners LLC | 1.67% | Add +18.6% | 8,420 | $1.9M |
| Quartz Partners, LLC | 0.87% | Add +15.2% | 8,409 | $1.9M |
| Rede Wealth, LLC | 0.68% | Add +2.2% | 8,270 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +13.0% | 8,190 | $1.9M |
| Evanson Asset Management, LLC | 0.12% | Add +21.5% | 8,175 | $1.9M |
| Turning Point Benefit Group, Inc. | 1.41% | Add +286.8% | 8,170 | $1.9M |
| Kieckhefer Group LLC | 1.00% | New | 8,161 | $1.9M |
| Next Capital Management LLC | 0.68% | Add +4.1% | 8,148 | $1.9M |
| RDA Financial Network | 0.50% | New | 8,093 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 8,076 | $1.8M |
| Arrowroot Family Office, LLC | 0.81% | — | 7,990 | $1.8M |
| Valued Retirements, Inc. | 2.05% | Add +17.1% | 7,982 | $1.8M |
| Reliant Investment Partners, LLC | 1.56% | New | 7,898 | $1.8M |
| Baring Financial LLC | 1.33% | Add +41.1% | 7,862 | $1.8M |
| JDM Financial Group LLC | 0.84% | Add +60.5% | 7,814 | $1.8M |
| Ipsen Advisor Group LLC | 1.35% | Add +58.6% | 7,801 | $1.8M |
| FourThought Financial Partners, LLC | 0.17% | Add +23.6% | 7,670 | $1.7M |
| Colonial River Investments, LLC | 0.74% | Add +11.1% | 7,544 | $1.7M |
| Goldstein Advisors, LLC | 0.23% | Add +1.9% | 7,539 | $1.7M |
| First Financial Corp. | 0.76% | Reduce -2.4% | 7,531 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +62.6% | 7,377 | $1.7M |
| Wealth Group Ltd | 0.42% | New | 7,330 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +53.0% | 7,305 | $1.7M |
| Moneco Advisors, LLC | 0.15% | Reduce -1.9% | 7,208 | $1.6M |
| BankPlus Wealth Management LLC | 1.08% | Add +28.5% | 7,198 | $1.6M |
| Comprehensive Financial Planning, Inc. | 1.28% | Reduce -3.2% | 7,172 | $1.6M |
| Flagship Private Wealth, LLC | 0.69% | Add +2.0% | 7,140 | $1.6M |
| Comprehensive Wealth Management, LLC | 1.30% | Add +72.1% | 7,114 | $1.6M |
| Zhang Financial LLC | 0.07% | Add +2.8% | 7,113 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -97.3% | 7,100 | $1.6M |
| Triton Financial Group Inc | 1.17% | — | 7,082 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +104.8% | 7,055 | $1.6M |
| GenTrust, LLC | 0.07% | Reduce -59.6% | 6,990 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.19% | Reduce -35.1% | 6,988 | $1.6M |
| Rik Saylor Financial, Inc. | 1.22% | Reduce -0.5% | 6,982 | $1.6M |
| TrueWealth Advisors, LLC | 0.47% | Add +1.8% | 6,919 | $1.6M |
| Simplicity Wealth,LLC | 0.07% | Add +316.1% | 6,908 | $1.6M |
| Fisher Asset Management | 0.00% | Reduce -35.4% | 6,890 | $1.6M |
| Rolek Wealth Management LLC | 1.35% | New | 6,888 | $1.6M |
| Marshall Financial Group, LLC | 0.31% | Add +8.7% | 6,860 | $1.6M |
| Emerald Advisors, LLC | 0.20% | Add +2.5% | 6,852 | $1.6M |
| Arkansas Financial Group, Inc. | 0.24% | Reduce -3.2% | 6,838 | $1.6M |
| Koshinski Asset Management, Inc. | 0.12% | Add +16.4% | 6,822 | $1.5M |
| Centennial Wealth Advisory LLC | 0.49% | Add +94.3% | 6,748 | $1.5M |
| Strong Tower Advisory Services | 0.30% | Add +49.6% | 6,748 | $1.5M |
| Wealth Management Nebraska | 0.21% | New | 6,774 | $1.5M |
| Optima Capital LLC | 0.81% | Add +151.9% | 6,660 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -65.1% | 6,643 | $1.5M |
| BXM Wealth LLC | 1.78% | New | 6,605 | $1.5M |
| Correct Capital Wealth Management | 0.29% | Add +1.4% | 6,601 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Add +235.0% | 6,589 | $1.5M |
| Kennicott Capital Management LLC | 0.85% | Reduce -80.0% | 6,580 | $1.5M |
| Capital Analysts, LLC | 0.05% | Add +106.7% | 6,562 | $1.5M |
| Fulcrum Equity Management | 1.53% | New | 6,553 | $1.5M |
| Tyler-Stone Wealth Management | 0.24% | Add +27.9% | 6,521 | $1.5M |
| Cornerstone Advisory, LLC | 0.16% | Add +11.3% | 6,471 | $1.5M |
| Shoker Investment Counsel, Inc. | 0.46% | Add +0.4% | 6,451 | $1.5M |
| Masso Torrence Wealth Management Inc. | 0.68% | Add +20.1% | 6,451 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Add +53.5% | 6,119 | $1.5M |
| Ranch Capital Advisors Inc. | 0.63% | Reduce -8.5% | 6,407 | $1.5M |
| Spectrum Strategic Capital Management, LLC | 0.92% | Add +30.0% | 6,387 | $1.5M |
| Sharkey, Howes & Javer | 0.19% | Reduce -50.4% | 6,334 | $1.4M |
| Prudential Financial Inc. | 0.00% | No change | 6,300 | $1.4M |
| CRA Financial Services, LLC | 0.22% | Add +24.7% | 6,210 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +133.9% | 6,090 | $1.4M |
| Tactive Advisors, LLC | 0.45% | — | 6,073 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.44% | Add +9.0% | 5,746 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 6,027 | $1.4M |
| Trinity Wealth Management, LLC | 0.54% | Add +4.5% | 5,973 | $1.4M |
| Compass Advisory Group LLC | 0.42% | Add +22.6% | 5,885 | $1.3M |
| Allworth Financial LP | 0.01% | Add +27.2% | 5,851 | $1.3M |
| Marble Harbor Investment Counsel, LLC | 0.14% | No change | 5,801 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Reduce -19.4% | 5,771 | $1.3M |
| Bridgewealth Advisory Group, LLC | 0.33% | New | 5,762 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +48.5% | 5,727 | $1.3M |
| Opulen Financial Group LLC | 1.06% | Add +19.1% | 5,690 | $1.3M |
| Cabana LLC | 7.35% | Reduce -29.1% | 5,642 | $1.3M |
| Scotia Capital Inc. | 0.01% | New | 5,605 | $1.3M |
| Swmg, LLC | 0.43% | New | 5,442 | $1.3M |
| Global Financial Private Client, LLC | 0.48% | Add +3.0% | 5,583 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.46% | Add +32.1% | 5,561 | $1.3M |
| SMI Advisory Services, LLC | 0.24% | Reduce -25.7% | 5,419 | $1.2M |
| Rockingstone Advisors LLC | 0.65% | Reduce -33.0% | 5,443 | $1.2M |
| Basso Capital Management, L.P. | 0.91% | Reduce -68.8% | 5,431 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +5.8% | 5,756 | $1.2M |
| Flavin Financial Services, Inc. | 1.19% | Add +0.7% | 5,404 | $1.2M |
| Magnolia Capital Advisors LLC | 0.31% | No change | 5,400 | $1.2M |
| Kirtland Hills Capital Management, LLC | 0.56% | Add +107.9% | 5,362 | $1.2M |
| Presidio Capital Management, LLC | 0.47% | Reduce -24.0% | 5,324 | $1.2M |
| Pennington Partners & Co., LLC | 0.65% | Reduce -35.4% | 5,323 | $1.2M |
| Bridgewater Advisors Inc. | 0.09% | No change | 5,144 | $1.2M |
| Spire Wealth Management | 0.04% | Add +17.1% | 5,212 | $1.2M |
| Northwest Capital Management Inc | 0.64% | Reduce -18.2% | 5,199 | $1.2M |
| DSG Capital Advisors, LLC | 0.21% | Reduce -11.9% | 5,183 | $1.2M |
| Bank of Montreal | 0.00% | Add +229.4% | 5,158 | $1.2M |
| Gotham Asset Management | 0.01% | Add +4.7% | 5,137 | $1.2M |
| Savvy Advisors, Inc. | 0.08% | Add +96.9% | 5,136 | $1.2M |
| Novem Group | 0.15% | Reduce -1.6% | 5,076 | $1.2M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.3% | 5,057 | $1.1M |
| J Hagan Capital, Inc. | 0.77% | Add +43.1% | 4,887 | $1.1M |
| RIA Advisory Group LLC | 0.33% | Add +243.6% | 4,948 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.9% | 4,903 | $1.1M |
| Triton Wealth Management, PLLC | 0.47% | — | 4,776 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Add +101.6% | 4,787 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +7.7% | 4,763 | $1.1M |
| Navis Wealth Advisors, LLC | 0.90% | New | 4,719 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +23.6% | 4,683 | $1.1M |
| Sierra Capital LLC | 0.12% | Reduce -47.5% | 4,664 | $1.1M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -9.5% | 4,592 | $1.0M |
| City State Bank | 0.32% | Reduce -11.0% | 4,500 | $1.0M |
| Advisor Resource Council | 0.50% | Reduce -84.8% | 4,469 | $1.0M |
| Brand Asset Management Group, Inc. | 0.37% | Reduce -2.2% | 4,399 | $999K |
| Swisher Financial Concepts, Inc. | 0.64% | Reduce -47.7% | 4,374 | $993K |
| Legacy Private Trust Co. | 0.06% | New | 4,320 | $981K |
| Proactive Wealth Strategies LLC | 0.46% | Add +2.0% | 4,305 | $978K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -1.2% | 4,224 | $959K |
| Columbia Asset Management | 0.19% | Add +11.5% | 4,211 | $956K |
| Mascagni Wealth Management, Inc. | 0.81% | New | 4,195 | $953K |
| AMG National Trust Bank | 0.02% | Add +216.8% | 4,156 | $944K |
| Sfm, LLC | 0.60% | Reduce -2.6% | 4,150 | $943K |
| Smartleaf Asset Management LLC | 0.08% | New | 4,149 | $936K |
| RFP Financial Group LLC | 0.38% | New | 4,100 | $931K |
| FWL Investment Management, LLC | 0.28% | Reduce -29.6% | 4,083 | $927K |
| Embree Financial Group | 0.14% | Add +5.7% | 4,058 | $922K |
| BLVD Private Wealth, LLC | 0.87% | — | 4,045 | $919K |
| Robinswood Financial LLC | 0.32% | Reduce -4.9% | 4,032 | $916K |
| Pacific Asset Management, LLC | 0.74% | Add +43.6% | 4,025 | $914K |
| Hutchens & Kramer Investment Management Group, LLC | 0.42% | New | 4,054 | $913K |
| Madrona Financial Services, LLC | 0.22% | Add +248.8% | 4,004 | $909K |
| Certuity, LLC | 0.09% | New | 3,992 | $907K |
| AA Financial Advisors, LLC | 0.19% | Add +17.7% | 3,982 | $904K |
| Aldebaran Financial Inc. | 0.99% | Add +1.5% | 3,944 | $896K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 3,874 | $880K |
| Uptick Partners, LLC | 0.25% | Add +1.4% | 3,869 | $879K |
| Townsquare Capital LLC | 0.08% | Reduce -77.6% | 3,835 | $871K |
| Well Done, LLC | 0.16% | New | 3,830 | $870K |
| Ameriflex Group, Inc. | 0.46% | Reduce -0.4% | 3,867 | $869K |
| Salem Investment Counselors Inc. | 0.03% | Add +0.8% | 3,793 | $861K |
| Retirement Planning Co of New England, Inc. | 0.38% | Add +4.0% | 3,782 | $859K |
| Trademark Financial Management, LLC | 0.53% | Add +4.4% | 3,781 | $859K |
| XTX Topco Ltd | 0.03% | New | 3,677 | $835K |
| Precision Wealth Strategies, LLC | 0.27% | Reduce -7.0% | 3,636 | $826K |
| Good Life Advisors, LLC | 0.05% | Reduce -2.4% | 3,635 | $825K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -7.9% | 3,630 | $824K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +116.9% | 3,590 | $815K |
| Higgins & Schmidt Wealth Strategies LLC | 0.45% | Reduce -3.1% | 3,570 | $811K |
| Gateway Wealth Partners, LLC | 0.15% | Add +0.6% | 3,545 | $805K |
| Arkadios Wealth Advisors | 0.02% | Add +110.4% | 3,531 | $802K |
| Vicus Capital | 0.07% | Add +17.2% | 3,523 | $800K |
| Continuum Advisory, LLC | 0.10% | Add +44.5% | 3,513 | $798K |
| World Equity Group, Inc. | 0.22% | New | 3,501 | $795K |
| Larson Financial Group LLC | 0.03% | Add +70.6% | 3,468 | $788K |
| Taylor Financial Group, Inc. | 0.49% | Add +12.4% | 3,435 | $780K |
| Savant Capital, LLC | 0.01% | Add +18.6% | 3,390 | $770K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +20.3% | 3,328 | $756K |
| Prostatis Group LLC | 0.22% | Add +130.0% | 3,323 | $755K |
| Manchester Financial Inc. | 0.16% | Reduce -32.9% | 3,315 | $753K |
| Legacy Solutions, LLC | 0.71% | No change | 3,261 | $741K |
| Pacific Financial Group Inc. | 0.57% | New | 3,233 | $734K |
| BlackDiamond Wealth Management, LLC | 0.42% | Add +21.1% | 3,257 | $733K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.3% | 3,228 | $733K |
| DAVENPORT & Co LLC | 0.00% | Add +26.4% | 3,143 | $714K |
| Hobbs Group Advisors, LLC | 0.24% | New | 3,092 | $702K |
| Advance Capital Management, Inc. | 0.03% | Reduce -0.5% | 3,090 | $702K |
| West Michigan Advisors, LLC | 0.20% | Reduce -5.0% | 3,083 | $700K |
| Keystone Financial Group | 0.06% | Add +24.5% | 3,058 | $694K |
| Dakota Wealth Management | 0.01% | Reduce -11.9% | 3,049 | $692K |
| Fortress Private Ledger, LLC | 0.31% | Add +0.3% | 3,046 | $692K |
| Benjamin Edwards Inc. | 0.01% | Add +12.7% | 2,938 | $667K |
| Avion Wealth | 0.15% | Add +733.8% | 2,935 | $666K |
| Orion Capital Management LLC | 0.25% | Add +12.1% | 2,923 | $664K |
| Abound Wealth Management | 0.19% | Add +11.8% | 2,891 | $657K |
| Planned Solutions, Inc. | 0.25% | New | 2,863 | $650K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -82.6% | 2,848 | $647K |
| Centerpoint Advisory Group | 0.55% | Add +1.2% | 2,811 | $638K |
| Clearstead Trust, LLC | 0.12% | Add +15.1% | 2,793 | $634K |
| Independent Wealth Network Inc. | 0.23% | New | 2,780 | $631K |
| Summit Investment Advisors, Inc. | 0.52% | Add +3.5% | 2,744 | $626K |
| Seneca House Advisors | 0.27% | Add +131.1% | 2,745 | $623K |
| Lord & Richards Wealth Management, LLC | 0.65% | Add +149.4% | 2,738 | $622K |
| Peak Financial Advisors LLC | 0.32% | Reduce -67.7% | 2,733 | $621K |
| Resurgent Financial Advisors LLC | 0.34% | Add +11.1% | 2,730 | $620K |
| Kraft, Davis & Associates, LLC | 0.17% | Add +3.9% | 2,627 | $615K |
| Emergent Wealth Advisors, LLC | 0.39% | Reduce -14.8% | 2,671 | $607K |
| ETF Portfolio Partners, Inc. | 0.17% | Add +5.0% | 2,654 | $603K |
| Cape Investment Advisory, Inc. | 0.22% | Reduce -14.6% | 2,632 | $598K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.0% | 2,629 | $597K |
| Washington Trust Advisors, Inc. | 0.05% | No change | 2,619 | $595K |
| Seneschal Advisors, LLC | 0.47% | Add +43.6% | 2,600 | $590K |
| Kovack Advisors, Inc. | 0.06% | Reduce -8.5% | 2,590 | $588K |
| Milestone Asset Management Group, LLC | 0.43% | Add +25.1% | 2,574 | $585K |
| Tempus Wealth Planning, LLC | 0.14% | Add +0.1% | 2,552 | $580K |
| Fiduciary Alliance LLC | 0.04% | Add +8.9% | 2,543 | $578K |
| Cidel Asset Management Inc. | 0.03% | Add +37.7% | 2,534 | $575K |
| Main Street Financial Solutions, LLC | 0.04% | New | 2,494 | $566K |
| Pitti Group Wealth Management, LLC | 0.49% | Add +1.3% | 2,492 | $566K |
| Ritholtz Wealth Management | 0.01% | Add +1.0% | 2,480 | $563K |
| Alteri Wealth LLC | 0.22% | Add +18.1% | 2,474 | $562K |
| Samalin Investment Counsel, LLC | 0.22% | Add +43.2% | 2,469 | $561K |
| Chicago Partners Investment Group LLC | 0.02% | Add +47.4% | 2,379 | $552K |
| Traynor Capital Management, Inc. | 0.04% | Add +115.3% | 2,452 | $552K |
| Weitzel Financial Services, Inc. | 0.23% | Add +34.4% | 2,315 | $549K |
| Gen-Wealth Partners Inc | 0.21% | No change | 2,410 | $547K |
| Three Cord True Wealth Management, LLC | 0.41% | Reduce -9.0% | 2,398 | $545K |
| PKS Advisory Services, LLC | 0.13% | Add +33.1% | 2,380 | $541K |
| Boreal Capital Management LLC | 0.52% | — | 2,375 | $539K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,351 | $534K |
| Private Client Services, LLC | 0.21% | Add +24.4% | 2,339 | $531K |
| MSH Capital Advisors LLC | 0.15% | Reduce -17.9% | 2,319 | $527K |
| Pacific Point Advisors, LLC | 0.29% | Add +22.1% | 2,317 | $526K |
| Mystic Asset Management, Inc. | 0.12% | Add +23.3% | 2,275 | $517K |
| MWA Asset Management | 0.32% | Add +8.1% | 2,267 | $515K |
| Archer Investment Corp | 0.12% | No change | 2,243 | $509K |
| Old National Bancorp | 0.01% | Add +17.0% | 2,231 | $507K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 2,188 | $497K |
| Northern Trust Corp. | 0.00% | Add +8.7% | 2,170 | $493K |
| Quadrature Capital Ltd | 0.01% | New | 2,140 | $486K |
| Camarda Financial Advisors, LLC | 0.19% | Add +90.8% | 2,137 | $485K |
| Titleist Asset Management, LLC | 0.05% | Reduce -24.5% | 2,106 | $478K |
| Pier 88 Investment Partners LLC | 0.51% | Add +200.0% | 2,100 | $477K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.7% | 2,069 | $470K |
| Silverleafe Capital Partners, LLC | 0.16% | Reduce -25.7% | 2,065 | $469K |
| Howard Financial Services, LTD. | 0.06% | Reduce -22.8% | 2,058 | $467K |
| Rothschild Investment LLC | 0.03% | No change | 2,052 | $466K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,019 | $459K |
| Bordeaux Wealth Advisors LLC | 0.06% | New | 2,016 | $458K |
| Freedom Financial Partners LLC | 0.19% | Add +2.6% | 2,005 | $455K |
| BlueChip Wealth Advisors LLC | 0.19% | No change | 2,000 | $454K |
| Peachtree Investment Partners, LLC | 0.17% | No change | 2,000 | $454K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -3.2% | 1,985 | $451K |
| Cambria Investment Management, L.P. | 0.03% | New | 1,972 | $448K |
| Empowered Funds, LLC | 0.01% | Reduce -48.7% | 1,972 | $448K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +128.7% | 1,960 | $445K |
| Tidemark, LLC | 0.14% | Reduce -11.7% | 1,947 | $442K |
| IPG Investment Advisors LLC | 0.09% | New | 1,935 | $439K |
| Insigneo Advisory Services, LLC | 0.04% | Add +69.5% | 1,914 | $435K |
| Bravias Capital Group, LLC | 0.31% | Reduce -1.1% | 1,881 | $427K |
| Durante & Waters, LLC | 0.33% | Add +32.0% | 1,863 | $423K |
| Clare Market Investments LLC | 0.09% | Reduce -7.3% | 1,855 | $421K |
| Northwest Financial Advisors | 0.58% | No change | 1,832 | $416K |
| McCarthy & Cox | 0.11% | Reduce -1.1% | 1,830 | $416K |
| Global Assets Advisory, LLC | 0.16% | New | 1,827 | $411K |
| Impact Partnership Wealth, LLC | 0.08% | Add +6.2% | 1,804 | $410K |
| Concord Asset Management, LLC | 0.06% | New | 1,796 | $408K |
| Concord Wealth Partners | 0.06% | Add +8.1% | 1,796 | $408K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,796 | $408K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.5% | 1,794 | $407K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.5% | 1,760 | $400K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +31.8% | 1,760 | $400K |
| Consolidated Portfolio Review Corp | 0.05% | Add +1.1% | 1,733 | $393K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Reduce -95.3% | 1,721 | $391K |
| Barnes Wealth Management Group, Inc | 0.23% | New | 1,689 | $384K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -5.7% | 1,637 | $372K |
| Sanchez Wealth Management Group | 0.09% | Reduce -33.7% | 1,636 | $372K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -31.3% | 1,609 | $365K |
| Firestone Capital Management | 0.08% | New | 1,585 | $360K |
| Beacon Financial Advisory LLC | 0.09% | Add +8.3% | 1,580 | $359K |
| F/m Investments LLC | 0.01% | New | 1,575 | $358K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -11.2% | 1,574 | $357K |
| Life Line Wealth Management LLC | 0.11% | Add +21.3% | 1,559 | $354K |
| Northstar Group, Inc. | 0.06% | Reduce -8.8% | 1,547 | $351K |
| Kropog Financial Group, LLC | 0.30% | Add +0.2% | 1,530 | $347K |
| Entrewealth, LLC | 0.24% | New | 1,529 | $347K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 1,529 | $347K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,520 | $345K |
| Endowment Wealth Management, Inc. | 0.18% | Add +22.4% | 1,518 | $345K |
| DGS Capital Management, LLC | 0.07% | Reduce -3.5% | 1,506 | $342K |
| LJI Wealth Management, LLC | 0.06% | Reduce -8.4% | 1,505 | $342K |
| Fiduciary Group, LLC | 0.03% | Add +34.1% | 1,503 | $341K |
| KWB Wealth | 0.04% | New | 1,763 | $340K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,496 | $340K |
| WASHINGTON TRUST Co | 0.01% | Add +46.1% | 1,496 | $340K |
| Blue Chip Partners, LLC | 0.03% | Add +19.4% | 1,493 | $339K |
| Santori & Peters, Inc. | 0.12% | Add +1.6% | 1,491 | $339K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -16.6% | 1,504 | $338K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.3% | 1,490 | $338K |
| Sather Financial Group Inc | 0.02% | New | 1,489 | $338K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 1,483 | $337K |
| Integrity Alliance, Llc. | 0.02% | Reduce -85.2% | 1,474 | $335K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,472 | $334K |
| Joel Isaacson & Co., LLC | 0.01% | Add +7.4% | 1,467 | $333K |
| Richmond Investment Services, LLC | 0.07% | New | 1,466 | $333K |
| Encompass More Asset Management | 0.08% | New | 1,465 | $333K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 1,463 | $332K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Add +4.8% | 1,458 | $331K |
| Ridgecrest Wealth Partners, LLC | 0.17% | No change | 1,454 | $330K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -54.4% | 1,448 | $329K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 1,439 | $327K |
| Guidance Capital, Inc. | 0.09% | Reduce -8.2% | 1,427 | $325K |
| Summit Global Investments | 0.02% | Add +0.7% | 1,424 | $323K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 1,412 | $321K |
| O'Connor Financial Group LLC | 0.14% | Add +19.2% | 1,397 | $320K |
| Oakwell Private Wealth Management, LLC | 0.07% | Add +30.4% | 1,407 | $320K |
| HB Wealth Management, LLC | 0.00% | Reduce -56.7% | 1,399 | $318K |
| Trexquant Investment LP | 0.00% | Reduce -5.0% | 1,394 | $317K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -9.0% | 1,380 | $316K |
| Inscription Capital, LLC | 0.04% | Reduce -14.6% | 1,365 | $310K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.4% | 1,455 | $306K |
| Affinity Wealth Management LLC | 0.05% | Add +0.1% | 1,337 | $304K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.3% | 1,331 | $302K |
| Nadler Financial Group, Inc. | 0.03% | Reduce -8.7% | 1,318 | $299K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,315 | $299K |
| Clark Asset Management, LLC | 0.04% | New | 1,307 | $297K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 1,297 | $295K |
| Jacobi Capital Management LLC | 0.02% | Reduce -7.1% | 1,284 | $292K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -28.0% | 1,283 | $291K |
| Nova Wealth Management, Inc. | 0.21% | Add +1668.1% | 1,273 | $289K |
| Certified Advisory Corp | 0.03% | Add +1.7% | 1,269 | $288K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,269 | $288K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -30.4% | 1,259 | $286K |
| Empirical Asset Management, LLC | 0.09% | Reduce -10.4% | 1,257 | $285K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,256 | $285K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | New | 1,250 | $284K |
| Stephens Inc. | 0.00% | New | 1,242 | $282K |
| GWN Securities Inc. | 0.05% | Reduce -94.9% | 1,230 | $279K |
| Facet Wealth, Inc. | 0.01% | New | 1,184 | $275K |
| Obermeyer Wealth Partners | 0.01% | New | 1,211 | $275K |
| BlackRock, Inc. | 0.00% | No change | 1,210 | $275K |
| Cypress Wealth Services, LLC | 0.05% | Add +12.2% | 1,203 | $273K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 1,202 | $273K |
| Ledgewood Wealth Advisors, LLC | 0.17% | Reduce -3.0% | 1,200 | $273K |
| O'Brien Wealth Partners LLC | 0.04% | No change | 1,200 | $273K |
| Financial Advisors Network, Inc. | 0.04% | Add +11.2% | 1,190 | $270K |
| Flagstar Securities, Inc. | 0.07% | Add +0.1% | 1,187 | $270K |
| Longview Financial Advisors, Inc. | 0.23% | Reduce -18.7% | 1,181 | $268K |
| Signaturefd, LLC | 0.00% | Reduce -6.1% | 1,180 | $268K |
| Heritage Oak Wealth Advisors LLC | 0.11% | New | 1,180 | $268K |
| Oxler Private Wealth LLC | 0.08% | Add +1.6% | 1,175 | $267K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 1,175 | $267K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -92.7% | 1,182 | $267K |
| Burns Matteson Capital Management, LLC | 0.13% | Reduce -1.3% | 1,162 | $264K |
| Compound Planning, Inc. | 0.01% | Reduce -5.5% | 1,161 | $264K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +4.3% | 1,157 | $263K |
| Ridgewood Investments LLC | 0.11% | Add +35.8% | 1,153 | $262K |
| Rakuten Securities, Inc. | 0.10% | Reduce -35.7% | 1,150 | $261K |
| NorthRock Partners, LLC | 0.01% | Add +700.7% | 1,145 | $260K |
| Clarendon Private LLC | 0.25% | New | 1,145 | $260K |
| GAMMA Investing LLC | 0.02% | Add +517.9% | 1,137 | $258K |
| Cottage Street Advisors LLC | 0.13% | New | 1,119 | $254K |
| Base Wealth Management LLC | 0.16% | Reduce -5.2% | 1,114 | $253K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,107 | $252K |
| N.E.W. Advisory Services LLC | 0.02% | Add +5.5% | 1,099 | $250K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Add +1.6% | 1,097 | $249K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Add +0.1% | 1,095 | $249K |
| Sheets Smith Wealth Management | 0.03% | Add +1.9% | 1,086 | $247K |
| Lokken Investment Group LLC | 0.09% | Add +2.2% | 1,073 | $244K |
| Prospect Financial Services LLC | 0.15% | Reduce -67.9% | 1,061 | $241K |
| Grassi Investment Management | 0.02% | No change | 1,058 | $240K |
| Noesis Capital Mangement Corp. | 0.04% | New | 1,056 | $240K |
| McAdam, LLC | 0.01% | New | 1,054 | $239K |
| Transcendent Capital Group LLC | 0.12% | New | 1,045 | $237K |
| Ascentis Independent Advisors | 0.04% | New | 1,043 | $237K |
| RMR Wealth Builders | 0.02% | New | 1,025 | $233K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,018 | $231K |
| Southland Equity Partners LLC | 0.05% | New | 1,016 | $231K |
| Verus Capital Partners, LLC | 0.02% | New | 1,014 | $230K |
| Fiducient Advisors LLC | 0.03% | New | 1,000 | $227K |
| Naples Global Advisors, LLC | 0.02% | New | 1,000 | $227K |
| Granite Harbor Advisors, Inc. | 0.11% | New | 995 | $226K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +2.2% | 986 | $224K |
| Smart Money Group LLC | 0.07% | Reduce -9.6% | 972 | $221K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 970 | $220K |
| Cedar Mountain Advisors, LLC | 0.05% | New | 965 | $219K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -58.9% | 959 | $218K |
| VCI Wealth Management LLC | 0.08% | New | 958 | $218K |
| Keebeck Wealth Management | 0.03% | New | 956 | $217K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 936 | $213K |
| McGinn Penninger Investment Management, Inc. | 0.13% | New | 379 | $209K |
| Strategic Planning Group, LLC | 0.03% | Reduce -69.8% | 916 | $208K |
| Brighton Jones LLC | 0.01% | New | 914 | $208K |
| Taylor Hoffman Capital Management LLC | 0.07% | New | 906 | $206K |
| Mission Wealth Management, LP | 0.00% | New | 906 | $206K |
| Patten Group, Inc. | 0.04% | New | 901 | $205K |
| Kintra Wealth, LLC | 0.12% | New | 900 | $204K |
| National Philanthropic Trust | 0.00% | New | 900 | $204K |
| Integrated Capital Management, LLC | 0.10% | New | 869 | $202K |
| Corepath Wealth Partners LLC | 0.17% | New | 876 | $201K |
| Atlantic Union Bankshares Corp | 0.00% | New | 815 | $185K |
| Brown Brothers Harriman & Co. | 0.00% | New | 808 | $183K |
| Trust Co. of Vermont | 0.01% | New | 785 | $178K |
| Golden State Wealth Management, LLC | 0.02% | Add +419.7% | 764 | $174K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.8% | 762 | $173K |
| Briaud Financial Planning Inc | 0.07% | Add +522.3% | 753 | $171K |
| Russell Investments Group, Ltd. | 0.00% | Add +87.6% | 739 | $168K |
| Total Investment Management Inc. | 0.02% | New | 699 | $159K |
| TD Waterhouse Canada Inc. | 0.00% | Add +39.8% | 702 | $158K |
| Chesapeake Asset Management LLC | 0.13% | Reduce -9.9% | 646 | $147K |
| First PREMIER Bank | 0.03% | New | 611 | $139K |
| TCTC Holdings, LLC | 0.00% | No change | 612 | $139K |
| Cascades Capital Asset Management, LLC | 0.07% | Add +1.9% | 605 | $138K |
| Clarity Asset Management, Inc. | 0.08% | Reduce -5.5% | 590 | $134K |
| Assetmark, Inc. | 0.00% | Reduce -19.1% | 573 | $130K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +13950.0% | 562 | $128K |
| Whittier Trust Co. | 0.00% | No change | 556 | $126K |
| Millstone Evans Group, LLC | 0.08% | Add +2773.7% | 546 | $124K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +24.2% | 539 | $121K |
| Ashton Thomas Securities, LLC | 0.03% | Add +776.3% | 517 | $117K |
| Legacy Investment Solutions, LLC | 0.06% | — | 500 | $113K |
| Legacy Wealth Managment, LLC | 0.06% | Add +987.0% | 500 | $113K |
| Truvestments Capital LLC | 0.02% | Add +0.2% | 499 | $113K |
| Gould Capital, LLC | 0.07% | Add +4.7% | 490 | $111K |
| Keener Financial Planning LLC | 0.06% | No change | 493 | $111K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +7.7% | 489 | $111K |
| Key Financial Inc | 0.02% | No change | 466 | $106K |
| Fairway Wealth LLC | 0.03% | No change | 464 | $105K |
| Beacon Capital Management, LLC | 0.01% | Add +468.4% | 449 | $102K |
| NFSG Corp | 0.02% | Add +92.2% | 446 | $101K |
| Pacific Center for Financial Services | 0.03% | No change | 426 | $97K |
| Franklin Resources Inc. | 0.00% | Add +365.9% | 424 | $96K |
| Tsfg, LLC | 0.02% | No change | 416 | $95K |
| FSA Wealth Management LLC | 0.04% | Add +0.3% | 409 | $93K |
| Atticus Wealth Management, LLC | 0.02% | New | 401 | $91K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.08% | Reduce -74.6% | 362 | $82K |
| Fifth Third Bancorp | 0.00% | Reduce -27.7% | 358 | $81K |
| Mid-American Wealth Advisory Group, Inc. | 0.04% | Reduce -76.4% | 349 | $79K |
| LGT Financial Advisors LLC | 0.20% | No change | 341 | $77K |
| Creekmur Asset Management LLC | 0.01% | Add +475.0% | 322 | $73K |
| Richardson Capital Management LLC | 0.04% | No change | 321 | $73K |
| Sound Income Strategies, LLC | 0.00% | Add +108.2% | 306 | $69K |
| Financial Gravity Companies, Inc. | 0.01% | — | 300 | $68K |
| Generali Investments, Management Co LLC | 0.02% | Reduce -52.4% | 300 | $68K |
| RMG Wealth Management LLC | 0.01% | — | 261 | $60K |
| Addison Advisors LLC | 0.01% | No change | 254 | $58K |
| UMB Bank, n.a. | 0.00% | Add +66.7% | 250 | $57K |
| St Germain D J Co. Inc. | 0.00% | No change | 238 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 236 | $54K |
| Silicon Valley Capital Partners | 0.01% | Add +133.0% | 233 | $53K |
| Lanark Financial, Inc. | 0.00% | Add +362.0% | 231 | $52K |
| Toronto Dominion Bank | 0.00% | Add +81.2% | 221 | $50K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +30.7% | 217 | $49K |
| Park Place Capital Corp | 0.01% | New | 218 | $49K |
| ROSS\JOHNSON & Associates LLC | 1.01% | No change | 216 | $49K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -40.1% | 212 | $48K |
| Beacon Capital Management, Inc. | 0.00% | New | 210 | $48K |
| Founders Capital Management | 0.03% | No change | 200 | $45K |
| CVA Family Office, LLC | 0.01% | No change | 200 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | New | 190 | $43K |
| AlphaCore Capital LLC | 0.00% | Add +850.0% | 190 | $43K |
| Hughes Financial Services, LLC | 0.01% | Add +14.3% | 176 | $41K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 180 | $41K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -34.2% | 175 | $40K |
| BankPlus Trust Department | 0.01% | No change | 172 | $39K |
| PrairieView Partners, LLC | 0.00% | Add +400.0% | 165 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 156 | $35K |
| Financial Management Professionals, Inc. | 0.00% | Add +31.4% | 155 | $35K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 153 | $35K |
| Crews Bank & Trust | 0.01% | No change | 150 | $34K |
| Pflug Koory, LLC | 0.02% | New | 140 | $32K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 131 | $30K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 114 | $26K |
| Blue Trust, Inc. | 0.00% | Add +19.1% | 112 | $25K |
| SWAN Capital LLC | 0.01% | No change | 111 | $25K |
| IMA Advisory Services, Inc. | 0.00% | No change | 109 | $25K |
| Robbins Farley | 0.01% | Add +494.4% | 107 | $24K |
| CKW Financial Group | 0.00% | Add +1.0% | 105 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 104 | $24K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 100 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $23K |
| LRI Investments, LLC | 0.00% | No change | 100 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 99 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 92 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 89 | $20K |
| Bulwark Capital Corp | 0.02% | — | 82 | $19K |
| Fairman Group, LLC | 0.01% | New | 79 | $18K |
| Delos Wealth Advisors, LLC | 0.01% | New | 75 | $17K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 75 | $17K |
| Coston, McIsaac & Partners | 0.00% | No change | 75 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 63 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 62 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +376.9% | 62 | $14K |
| Optimum Investment Advisors | 0.01% | No change | 59 | $13K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -12.1% | 51 | $12K |
| New England Capital Financial Advisors LLC | 0.01% | Add +220.0% | 48 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 47 | $11K |
| Proathlete Wealth Management LLC | 0.00% | Add +2000.0% | 42 | $10K |
| Centricity Wealth Management, LLC | 0.01% | No change | 40 | $9K |
| Global Trust Asset Management, LLC | 0.00% | New | 40 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 38 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 36 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -22.2% | 35 | $8K |
| Albion Financial Group | 0.00% | Reduce -15.0% | 34 | $8K |
| Bellevue Asset Management, LLC | 0.00% | New | 34 | $8K |
| Alerus Financial NA | 0.00% | New | 34 | $8K |
| DecisionPoint Financial, LLC | 0.00% | New | 33 | $7K |
| Family Manage LLC | 0.00% | New | 31 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 30 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $7K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 28 | $6K |
| MGB Wealth Management, LLC | 0.00% | New | 28 | $6K |
| MTM Investment Management, LLC | 0.00% | New | 27 | $6K |
| Essential Partners LLC | 0.00% | — | 22 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -40.0% | 21 | $5K |
| Painted Porch Advisors LLC | 0.00% | Add +50.0% | 21 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $5K |
| General Partner, Inc. | 0.00% | No change | 20 | $5K |
| Birch Capital Management, LLC | 0.00% | No change | 20 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 20 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 16 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -98.3% | 14 | $3K |
| New Millennium Group LLC | 0.00% | New | 14 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 13 | $3K |
| Evolution Wealth Management Inc. | 0.00% | — | 11 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 11 | $2K |
| Hoey Investments, Inc. | 0.00% | New | 10 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 9 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | New | 9 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 12 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 10 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 8 | $2K |
| Colonial Trust Advisors | 0.00% | Add +0.0% | 8 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 7 | $2K |
| Cooksen Wealth, LLC | 0.00% | New | 7 | $2K |
| Transce3nd, LLC | 0.00% | No change | 7 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 7 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -95.1% | 6 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 6 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 3 | $681 |
| Eukles Asset Management | 0.00% | No change | 3 | $681 |
| Pinney & Scofield, Inc. | 0.00% | No change | 2 | $454 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $227 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $227 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $204 |
"% of holder's portfolio" is QQQM's weight in each manager's 13F, not the share of Invesco Nasdaq 100 ETF the manager owns.