Invesco Nasdaq 100 ETFQQQMETF

13F holders, Q3 2025 (September 30)
1,034holders +78
129new positions
44sold out
3famous investors
$247.02avg. 13F price*

At the end of Q3 2025, 1,034 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 78 from Q2 2025. 129 opened new positions and 44 sold out. The largest holders were Invesco Ltd. ($2.8B), LPL Financial LLC ($2.4B) and Envestnet Asset Management Inc. ($1.9B). 3 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 Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Invesco Nasdaq 100 ETF
CUSIP
46138G649
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 607Q1 2024Q2 2024: 683Q2 2024Q3 2024: 728Q3 2024Q4 2024: 852Q4 2024Q1 2025: 868Q1 2025Q2 2025: 956Q2 2025Q3 2025: 1,034Q3 2025Q4 2025: 1,190Q4 2025Q1 2026: 1,198Q1 2026Q2 2026: 1,362Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions129$1.4B
Exits44$254.3M

All 13F filers, Q2 2025 → Q3 2025: 15,464,877 shares bought and 6,926,337 shares sold, net +8,538,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,034 holders

Invesco Ltd. 0.44% Add +3.2% 11,185,021 $2.8B
LPL Financial LLC 0.70% Add +11.1% 9,765,868 $2.4B
Envestnet Asset Management Inc. 0.53% Reduce -1.5% 7,486,858 $1.9B
Morgan Stanley 0.07% Add +40.5% 4,820,745 $1.2B
First Command Advisory Services, Inc. 8.55% Reduce -0.8% 4,776,771 $1.2B
Clal Insurance Enterprises Holdings Ltd 7.32% Add +0.6% 3,882,663 $959.5M
Northwestern Mutual Wealth Management Co. 0.59% Add +6.9% 3,598,711 $889.3M
Raymond James Financial Inc. 0.21% Add +5.9% 2,623,734 $648.4M
National Mutual Insurance Federation of Agricultural Cooperatives 4.70% Reduce -15.2% 2,505,000 $619.0M
PNC Financial Services Group, Inc. 0.35% Reduce -3.3% 2,348,060 $580.3M
Ameriprise Financial Inc. 0.13% Add +22.4% 2,309,059 $570.7M
Jones Financial Companies LLLP 0.38% Add +25.9% 2,285,296 $560.7M
Vantagepoint Investment Advisers LLC 4.39% New 2,177,166 $538.0M
FMR LLC 0.03% Reduce -2.7% 1,953,292 $482.7M
Meitav Investment House Ltd. 6.06% Add +0.4% 1,860,900 $458.7M
Cetera Investment Advisers 0.52% Add +24.9% 1,820,917 $450.0M
USS Investment Management Ltd 1.81% New 1,523,993 $376.6M
Bank of America Corp. 0.02% Add +2.2% 1,205,687 $297.9M
Wealth Enhancement Advisory Services, LLC 0.43% Add +1.0% 1,129,960 $281.2M
Commonwealth Equity Services, LLC 0.35% Add +4.5% 1,087,105 $268.6M
Osaic Holdings, Inc. 0.34% Reduce -1.1% 1,020,987 $242.4M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +4547.2% 924,520 $228.5M
Gerber Kawasaki Wealth & Investment Management 7.54% Reduce -3.1% 888,907 $219.7M
UBS Group AG 0.04% Add +6.5% 841,478 $207.9M
Private Advisor Group, LLC 1.01% Add +7.1% 830,262 $205.2M
Royal Bank of Canada 0.03% Add +5.4% 789,798 $195.2M
Bank of New York Mellon Corp 0.03% Add +0.1% 773,225 $191.1M
Cambridge Investment Research Advisors, Inc. 0.49% Add +28.6% 727,568 $179.8M
Mirae Asset Global Investments Co., Ltd. 0.50% Reduce -2.2% 645,580 $159.5M
Mizuho Bank, Ltd. 17.64% Reduce -46.4% 643,000 $158.9M
Nissay Asset Management Corp. /Japan 0.79% No change 578,345 $142.9M
Bank of Nova Scotia 0.23% Reduce -56.4% 533,537 $131.8M
Goldman Sachs Group Inc. 0.02% Add +60.3% 519,590 $128.4M
MML Investors Services, LLC 0.33% Add +0.1% 504,041 $124.6M
Hollencrest Capital Management 3.92% Add +2.5% 439,084 $108.5M
Mariner, LLC 0.14% Add +5.1% 425,348 $105.1M
Banco Santander, S.A. 0.93% Reduce -4.2% 425,120 $105.1M
Cerity Partners LLC 0.16% Add +7.0% 408,487 $100.9M
Sax Wealth Advisors, LLC 5.34% Add +8.7% 401,956 $99.3M
Taiyo Life Insurance Co. 8.29% No change 383,000 $94.6M
Composition Wealth, LLC 1.31% New 353,156 $87.3M
Summit Financial, LLC 1.32% New 349,654 $86.4M
Main Management Fund Advisors LLC 8.21% Reduce -16.6% 342,800 $84.7M
Janus Henderson Group PLC 0.04% Reduce -7.4% 332,599 $82.2M
HighTower Advisors, LLC 0.09% Add +4.4% 307,238 $75.9M
Total Investment Management Inc. 9.64% Add +42828.0% 300,067 $74.2M
US Bancorp \de 0.09% Add +1.0% 294,755 $72.8M
Equitable Holdings, Inc. 0.53% Add +7.0% 291,295 $72.0M
Aptus Capital Advisors, LLC 0.63% Add +488.0% 281,155 $69.5M
Integrated Wealth Concepts LLC 0.62% Add +10.1% 279,434 $69.1M
Two Sigma Investments, LP 0.11% Add +3832.4% 279,200 $69.0M
Ieq Capital, LLC 0.20% Add +15.2% 273,268 $67.5M
Cornerstone Planning Group LLC 10.69% Add +2.2% 259,111 $66.8M
Bogart Wealth, LLC 2.66% Reduce -1.0% 265,837 $65.7M
Frank, Rimerman Advisors LLC 4.10% Reduce -40.5% 258,415 $63.9M
Gradient Investments LLC 1.05% New 255,623 $63.2M
Provida Pension Fund Administrator 1.10% Reduce -70.9% 255,013 $63.0M
Payden & Rygel 5.05% No change 242,572 $59.9M
One Day In July LLC 5.06% Add +10.6% 241,830 $59.8M
Cwm, LLC 0.18% Add +180.3% 241,309 $59.6M
Scarborough Advisors, LLC 10.17% Add +10.1% 233,307 $57.7M
Cresset Asset Management, LLC 0.25% Add +0.1% 226,044 $55.9M
Western Wealth Management, LLC 2.90% Add +6.2% 221,693 $54.8M
Whelan Financial 16.90% Reduce -2.7% 215,793 $53.3M
Thrivent Financial for Lutherans 0.11% Add +1679.1% 213,568 $52.8M
Truist Financial Corp. 0.07% Add +4.8% 210,570 $52.0M
Denver Wealth Management, Inc. 19.11% Add +16.2% 209,886 $51.9M
Kestra Advisory Services, LLC 0.24% Add +8.9% 208,894 $51.6M
Schroder Investment Management Group 0.04% Add +171.1% 208,184 $51.3M
Rational Advisors, Inc. 5.33% Reduce -8.3% 206,555 $51.0M
Waddell & Associates, LLC 4.17% Add +2.0% 198,399 $49.0M
Altfest L J & Co. Inc. 5.47% Reduce -0.5% 198,336 $49.0M
Syntegra Private Wealth Group, LLC 4.54% Add +0.9% 194,626 $48.1M
Main Management LLC 3.47% Reduce -16.4% 191,835 $47.4M
Exchange Traded Concepts, LLC 0.43% Reduce -26.3% 183,390 $45.3M
TruWealth Advisors, LLC 2.09% Reduce -2.2% 167,637 $41.4M
IHT Wealth Management, LLC 1.01% Add +7.7% 161,419 $39.9M
Stratos Wealth Partners, LTD. 0.47% Add +82.7% 161,203 $39.8M
Kayne Anderson Rudnick Investment Management LLC 0.10% Reduce -6.0% 160,870 $39.8M
Tobias Financial Advisors, Inc. 5.95% Add +1.0% 158,431 $39.2M
NewEdge Advisors, LLC 0.18% Reduce -3.3% 157,093 $38.8M
Betterment LLC 0.08% Add +32.5% 154,011 $38.1M
Mainstay Capital Management LLC 3.81% Reduce -50.0% 153,787 $38.0M
Verde Capital Management 8.34% Add +1.9% 152,311 $37.6M
EdgeRock Capital LLC 10.37% Add +67.3% 150,769 $37.3M
Fusion Family Wealth, LLC 2.78% Reduce -0.9% 150,060 $37.1M
Arthur M. Cohen & Associates, LLC 6.21% Add +1.3% 149,354 $36.9M
Brueske Advisory Services, LLC 20.02% Add +310.3% 148,545 $36.7M
Lodestar Private Asset Management LLC 3.73% Add +3.4% 144,630 $35.7M
Leith Wheeler Investment Counsel Ltd. 2.42% Reduce -11.4% 144,511 $35.7M
Highland Financial Advisors, LLC 10.24% Add +4.1% 144,453 $35.7M
D'Orazio & Associates, Inc. 4.65% Reduce -5.9% 142,282 $35.2M
Bank Hapoalim BM 4.52% New 142,000 $35.1M
Barclays PLC 0.01% Add +18.1% 138,602 $34.3M
Stewardship Advisors, LLC 8.03% Reduce -0.6% 137,463 $34.0M
360 Financial, Inc. 10.83% Add +2.3% 136,261 $33.7M
Steward Partners Investment Advisory, LLC 0.19% Add +1.4% 136,005 $33.6M
Adamsbrown Wealth Consultants LLC 9.00% Add +9.8% 132,202 $32.7M
KPP Advisory Services LLC 4.80% Add +6.2% 130,955 $32.4M
Financial Partners Group, Inc 3.99% Add +9.0% 129,530 $32.0M
SOL Capital Management CO 2.86% Add +4.8% 129,017 $31.9M
Whitaker-Myers Wealth Managers, LTD. 6.91% Reduce -6.5% 128,300 $31.7M
Waterloo Capital, L.P. 2.34% Add +16.0% 127,179 $31.4M
AQR Capital Management 0.02% Add +178.7% 126,926 $31.4M
Kingsview Wealth Management, LLC 0.47% Reduce -17.7% 125,136 $30.9M
Prosperity Consulting Group, LLC 1.51% Add +12.8% 123,956 $30.6M
Focus Partners Wealth 0.05% Add +2.3% 123,741 $30.6M
Sterling Investment Counsel, LLC 9.65% Add +74.8% 121,776 $30.1M
Apriem Advisors 2.81% Add +2.5% 120,226 $29.7M
Stifel Financial Corp. 0.03% Add +6.3% 119,934 $29.6M
Norinchukin Bank, The 0.39% Add +32.2% 119,000 $29.4M
B&D White Capital Company, LLC 3.70% Add +14.5% 116,940 $28.9M
IFG Advisors, LLC 4.69% Reduce -1.6% 116,369 $28.8M
RFG Advisory, LLC 0.59% Reduce -4.2% 116,234 $28.7M
Integrated Capital Management, LLC 12.63% Add +12660.9% 110,892 $28.7M
Thoroughbred Financial Services, LLC 1.72% Add +8.9% 112,661 $27.8M
Horizon Wealth Management, LLC 4.08% Add +0.5% 112,462 $27.8M
JP Wealth Management, Inc. 18.60% Reduce -3.5% 111,856 $27.6M
Lido Advisors, LLC 0.11% Add +113.5% 111,004 $27.4M
Global Wealth Strategies & Associates 7.00% Reduce -6.4% 110,167 $27.2M
ACT Advisors, LLC. 10.92% Reduce -14.5% 109,468 $27.1M
Janney Montgomery Scott LLC 0.06% Add +0.7% 108,593 $26.8M
Latko Wealth Management, Ltd. 13.58% Reduce -2.9% 108,414 $26.8M
Hudock, Inc. 3.96% Add +1.5% 105,496 $26.1M
Global Retirement Partners, LLC 0.56% Add +12.7% 101,215 $25.0M
AllGen Financial Advisors, Inc. 6.14% Add +7.5% 101,209 $25.0M
AAF Wealth Management, LLC 11.04% Add +13.1% 98,603 $24.4M
Asset Allocation Strategies LLC 4.81% Reduce -77.4% 98,279 $24.3M
Affinity Wealth LLC 18.46% Reduce -19.6% 98,253 $24.3M
Hamilton Capital Partners Inc. 1.00% New 97,870 $24.2M
Advisors Preferred, LLC 3.55% Reduce -4.7% 96,740 $24.0M
StoneX Group Inc. 1.05% Add +1017.5% 96,939 $24.0M
Adapt Wealth Advisors, LLC 8.83% Add +6.0% 96,743 $23.9M
Sanctuary Advisors, LLC 0.14% Add +12.3% 96,647 $23.9M
Migdal Insurance & Financial Holdings Ltd. 0.25% Reduce -14.6% 92,907 $23.0M
Citizens Financial Group Inc. 0.31% Add +1.2% 91,824 $22.7M
Modern Wealth Management, LLC 0.45% Add +32.0% 91,151 $22.5M
Hill Island Financial LLC 5.62% Reduce -7.5% 91,093 $22.5M
Fortis Group Advisors, LLC 3.83% Reduce -3.3% 85,988 $22.3M
Merit Financial Group, LLC 0.20% Add +11.6% 89,895 $22.2M
Flow Traders U.S. LLC 0.89% New 88,287 $21.8M
Ancora Advisors LLC 0.44% Add +5.1% 88,123 $21.8M
Smith Chas P & Associates Pa Cpas 1.82% Reduce -36.3% 85,068 $21.0M
VestGen Advisors, LLC 0.69% Add +14.4% 84,278 $20.8M
Diversified Enterprises, LLC 1.40% Reduce -1.4% 83,904 $20.7M
Atlas Legacy Advisors, LLC 3.94% Add +1.0% 82,597 $20.4M
Solano Wealth Investment Advisors LLC 9.84% Add +2.0% 82,522 $20.4M
Hunter Associates Investment Management LLC 2.83% Add +1.8% 82,821 $20.4M
JPMorgan Chase & Co. 0.00% Reduce -58.9% 82,292 $20.3M
Orion Porfolio Solutions, LLC 0.16% Add +4.4% 81,708 $20.2M
Running Point Capital Advisors, LLC 5.40% Add +2.8% 81,633 $20.2M
Gladstone Institutional Advisory LLC 0.78% Reduce -9.7% 81,525 $20.1M
Clark Wealth Partners 12.17% Add +1.4% 79,013 $20.0M
Oppenheimer & Co. Inc. 0.24% Reduce -1.6% 80,290 $19.8M
World Investment Advisors 0.40% Add +17.4% 79,787 $19.7M
Transamerica Financial Advisors, LLC 1.63% Add +0.9% 79,656 $19.7M
Kestra Private Wealth Services, LLC 0.25% Add +12.7% 78,671 $19.4M
Marmo Financial Group, LLC 9.36% Add +4.9% 78,198 $19.3M
Apexium Financial, LP 0.94% Add +6.1% 78,004 $19.3M
Level Four Advisory Services, LLC 0.65% Add +1.8% 76,756 $19.0M
Creative Planning 0.01% Add +10.6% 75,350 $18.6M
Global View Capital Management LLC 3.95% Add +431.5% 75,277 $18.6M
Brookstone Capital Management 0.22% Add +49.7% 75,006 $18.5M
Jackson Wealth Management, LLC 1.82% Add +0.4% 73,702 $18.2M
Focus Financial Network, Inc. 0.64% Reduce -4.5% 72,909 $18.0M
Investment Planning Advisors, Inc. 5.60% New 72,104 $17.8M
Journey Strategic Wealth LLC 0.50% Add +4.3% 71,430 $17.7M
Wealthcare Advisory Partners LLC 0.36% Add +65.2% 69,674 $17.2M
CoreCap Advisors, LLC 0.63% Add +37.1% 69,637 $17.2M
Rollins Financial Advisors, LLC 2.56% Add +4.4% 68,434 $16.9M
Wealthfront Advisers LLC 0.04% Add +39.6% 67,482 $16.7M
StoneCrest Wealth Management, Inc. 7.29% Add +0.8% 67,367 $16.6M
GPS Wealth Strategies Group, LLC 1.75% Add +5.1% 67,241 $16.6M
Forge Financial Services LLC 7.78% Add +5.5% 66,535 $16.6M
Modus Advisors, LLC 4.51% Reduce -0.3% 67,074 $16.6M
Empire Life Investments Inc. 0.94% Reduce -1.5% 65,000 $16.1M
Retirement Financial Solutions, LLC 5.01% Reduce -10.0% 64,790 $16.0M
Wick Capital Partners, LLC 3.79% Add +37.4% 64,298 $15.9M
Farther Finance Advisors, LLC 0.24% Add +128.6% 63,654 $15.7M
MAI Capital Management 0.10% Add +12.8% 63,513 $15.7M
Axxcess Wealth Management, LLC 0.33% Add +6.3% 62,750 $15.5M
Sepio Capital, LP 0.91% Add +42.9% 62,393 $15.4M
Secure Asset Management, LLC 2.53% Add +36.8% 61,724 $15.3M
GTS Securities LLC 0.57% Add +79.1% 60,547 $15.0M
Foundations Investment Advisors, LLC 0.21% Add +51.6% 58,673 $14.5M
Nomura Asset Management Co. Ltd. 0.04% Reduce -31.0% 57,425 $14.2M
Avior Wealth Management, LLC 0.46% Reduce -0.7% 57,239 $14.1M
Atria Investments, Inc 0.16% Add +6.1% 57,028 $14.1M
Silver Oak Securities, Incorporated 1.05% Add +5.4% 56,693 $14.0M
Cooper Capital Advisors LLC 9.00% Add +91.4% 56,384 $13.9M
Compass Financial Services Inc 6.12% Add +5.2% 55,992 $13.8M
Principia Wealth Advisory, LLC 9.81% Add +618166.7% 55,644 $13.8M
Concurrent Investment Advisors, LLC 0.24% Add +30.9% 55,320 $13.7M
FIL Ltd 0.01% No change 55,224 $13.6M
CAP Partners, LLC 7.57% Add +0.4% 54,012 $13.3M
Future Financial Wealth Managment LLC 8.36% Reduce -1.3% 53,763 $13.3M
IMC-Chicago, LLC 0.23% New 52,642 $13.0M
Wall Street Financial Group, Inc. 9.50% Add +24.9% 52,376 $12.9M
Wellington Management Group LLP 0.00% New 52,035 $12.9M
Drake & Associates, LLC 2.69% Add +4.8% 50,061 $12.8M
Helios Capital Management Pte. Ltd. 8.60% No change 51,300 $12.7M
Vicus Capital 0.96% Add +1338.5% 50,680 $12.5M
Prospera Financial Services Inc 0.21% Add +6.4% 50,469 $12.5M
Roundview Capital LLC 0.76% Add +6.0% 48,762 $12.1M
Spectrum Wealth Advisory Group, LLC 4.87% Add +20.4% 47,722 $11.8M
Rovin Capital /Ut/ 3.23% Reduce -14.5% 47,182 $11.7M
Sims Investment Management, LLC 4.22% Add +6.3% 47,139 $11.6M
Woodard & Co. Asset Management Group Inc. 1.88% Add +68.7% 46,794 $11.6M
Carter Financial Group, INC. 6.97% Reduce -4.1% 46,703 $11.5M
Analyst IMS Investment Management Services Ltd. 0.36% Add +15.1% 46,353 $11.5M
Lowery Thomas, LLC 6.56% Add +2.9% 45,941 $11.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.66% Reduce -42.0% 45,726 $11.3M
Visionary Wealth Advisors 0.52% Add +25.7% 44,948 $11.1M
Rehmann Capital Advisory Group 0.60% Add +0.6% 44,475 $11.0M
Advisors Capital Management, LLC 0.14% Add +4.0% 44,017 $10.9M
Citigroup Inc. 0.01% Add +8.2% 43,269 $10.7M
U.S. Capital Wealth Advisors, LLC 0.29% Add +0.5% 43,133 $10.7M
Vestmark Advisory Solutions, Inc. 0.20% Add +70.3% 43,109 $10.7M
Dogwood Wealth Management LLC 4.78% Add +5.9% 42,544 $10.5M
Bokf, NA 0.16% Add +13.9% 42,336 $10.5M
Sage Mountain Advisors LLC 0.60% Reduce -3.2% 42,327 $10.5M
AlTi Global, Inc. 0.24% No change 42,200 $10.4M
Anchor Investment Management, LLC 0.86% Add +5.0% 42,072 $10.4M
Signature Estate & Investment Advisors LLC 0.22% Add +17.4% 42,008 $10.4M
SG Americas Securities, LLC 0.04% No change 41,863 $10.3M
Petix & Botte Co 2.35% Add +12.4% 41,186 $10.2M
Highline Wealth Partners LLC 2.73% Add +3.4% 41,094 $10.2M
Keybank National Association 0.04% Add +0.0% 40,968 $10.1M
Strategent Financial, LLC 7.17% Add +4.4% 40,551 $10.0M
3EDGE Asset Management, LP 0.56% New 40,268 $9.9M
Arete Wealth Advisors, LLC 0.62% Add +29.2% 39,764 $9.8M
Twin Tree Management, LP 0.46% New 39,712 $9.8M
GeoWealth Management, LLC 0.36% Add +8.8% 39,507 $9.8M
Alpha Financial Advisors, LLC 3.43% Reduce -0.9% 39,383 $9.7M
Capstone Wealth Management Group, LLC 4.11% New 39,295 $9.7M
Tide Cove Capital Partners LLC 7.46% Reduce -0.0% 37,735 $9.7M
RiverFront Investment Group, LLC 0.17% Add +3.0% 38,859 $9.6M
Trivium Point Advisory, LLC 0.97% Reduce -10.3% 38,508 $9.5M
Guardian Asset Advisors, LLC 5.01% Reduce -5.5% 37,609 $9.3M
JBR Co Financial Management Inc 3.88% Add +15.2% 37,070 $9.2M
Barings LLC 0.18% Reduce -3.2% 37,056 $9.2M
Sowell Financial Services LLC 0.35% Add +24.4% 36,947 $9.1M
Rooted Wealth Advisors, Inc. 2.78% Add +15.3% 36,717 $9.1M
Optiver Holding B.V. 0.15% New 36,874 $9.1M
WBH Advisory Inc. 0.68% Reduce -0.3% 36,233 $9.0M
Napa Wealth Management 4.15% Add +46.7% 35,851 $8.9M
&partners 0.06% Add +10.9% 35,708 $8.8M
GenTrust, LLC 0.40% Add +410.8% 35,704 $8.8M
Collaborative Wealth Managment Inc. 3.49% Add +2.9% 34,866 $8.6M
Cornerstone Wealth Management, LLC 0.48% Add +2.5% 34,813 $8.6M
Evensky & Katz LLC 0.50% Add +17.5% 34,749 $8.6M
Enclave Advisors LLC 1.30% Add +24.9% 34,446 $8.5M
New Wave Wealth Advisors LLC 3.29% Add +1.3% 34,135 $8.4M
HT Partners LLC 2.56% New 33,885 $8.4M
Tradition Wealth Management, LLC 0.62% Add +604.9% 33,742 $8.3M
Vance Wealth, LLC 2.56% Add +1.3% 33,665 $8.3M
HBW Advisory Services LLC 0.93% Add +13.9% 33,375 $8.2M
Headlands Technologies LLC 0.65% New 33,153 $8.2M
Congress Park Capital LLC 2.52% Add +48.8% 32,844 $8.1M
Ameritas Advisory Services, LLC 0.53% Add +13.1% 32,489 $8.0M
Carnegie Investment Counsel 0.15% Add +9.3% 32,484 $8.0M
Walker Financial Services, Inc. 3.10% New 32,301 $8.0M
United Advisor Group, LLC 1.07% Add +80.5% 32,105 $7.9M
Raub Brock Capital Management LP 1.70% Reduce -0.1% 31,890 $7.9M
J.W. Cole Advisors, Inc. 0.15% Add +5.9% 31,705 $7.8M
Waverly Advisors, LLC 0.08% Add +11.3% 31,670 $7.8M
Prevail Innovative Wealth Advisors, LLC 1.52% Reduce -3.2% 31,669 $7.8M
Central Pacific Bank - Trust Division 0.97% Add +0.0% 31,113 $7.7M
Luminist Capital LLC 6.63% Reduce -2.9% 30,485 $7.6M
Winthrop Advisory Group LLC 0.66% Add +42.9% 30,480 $7.5M
Solitude Financial Services 2.58% New 30,462 $7.5M
Mutual Advisors, LLC 0.17% Add +7.2% 29,874 $7.5M
Echo45 Advisors LLC 4.38% Reduce -2.5% 30,221 $7.5M
Centaurus Financial, Inc. 0.33% Add +7.2% 28,613 $7.1M
Jackson Square Capital, LLC 1.52% Reduce -2.8% 28,281 $7.0M
Eldridge Investment Advisors, Inc. 1.56% Reduce -8.6% 27,672 $6.8M
ORG Partners LLC 1.25% Add +57.1% 27,304 $6.7M
Safeguard Investment Advisory Group, LLC 1.65% Add +10.2% 26,846 $6.6M
Summit Financial Consulting LLC 5.30% New 26,845 $6.6M
Calton & Associates, Inc. 0.99% Add +48.2% 26,741 $6.6M
Ritter Daniher Financial Advisory LLC / DE 1.16% New 26,661 $6.6M
PCG Wealth Advisors, LLC 1.90% New 26,436 $6.5M
National Wealth Management Group, LLC 2.45% Add +4.3% 26,356 $6.5M
Pine Valley Investments Ltd Liability Co 0.33% Reduce -2.3% 25,418 $6.3M
Advisory Services Network, LLC 0.09% Add +6.5% 25,410 $6.3M
Redwood Financial Network Corp 3.94% Add +1.8% 25,178 $6.2M
Total Clarity Wealth Management, Inc. 1.64% Add +6.6% 25,005 $6.2M
Aspire Growth Partners LLC 4.51% Add +12.4% 24,952 $6.2M
Prism Advisors, Inc. 1.66% Reduce -5.3% 24,902 $6.2M
MPWM Advisory Solutions, LLC 3.63% Reduce -3.2% 24,735 $6.1M
Avestar Capital, LLC 0.44% Reduce -18.6% 24,698 $6.1M
AGH Wealth Advisors, LLC 4.42% Add +2.1% 24,395 $6.0M
Wells Fargo & Company 0.00% Reduce -5.5% 24,255 $6.0M
First Heartland Consultants, Inc. 0.48% Add +0.8% 24,217 $6.0M
Toth Financial Advisory Corp. 0.64% Add +0.1% 24,134 $6.0M
Independent Financial Group, LLC 0.14% Add +163.6% 23,871 $5.9M
Cornerstone Financial Group, LLC 4.45% Add +2.4% 23,244 $5.7M
IFG Advisory, LLC 0.26% Add +10.3% 23,173 $5.7M
Blue Edge Capital, LLC 0.81% Add +29.9% 23,072 $5.7M
Boyum Wealth Architects LLC 3.47% Add +12.4% 22,813 $5.6M
WJ Wealth Management, LLC 2.46% Reduce -40.2% 21,599 $5.6M
Milestones Private Investment Advisors LLC 3.79% Add +0.3% 22,452 $5.5M
New Perspectives, Inc 2.45% Add +11.3% 22,136 $5.5M
Geneos Wealth Management Inc. 0.14% Add +31.4% 22,015 $5.4M
Belpointe Asset Management LLC 0.21% Add +1.8% 21,891 $5.4M
OneDigital Investment Advisors LLC 0.05% Add +0.5% 21,496 $5.3M
Wbi Investments, LLC 1.35% Add +0.1% 21,444 $5.3M
Byrne Financial Freedom, LLC 2.62% Reduce -28.0% 21,329 $5.3M
Signal Advisors Wealth, LLC 0.48% Reduce -82.2% 21,311 $5.3M
Financial Futures Ltd Liability Co. 2.55% Add +4.8% 21,264 $5.3M
Independent Advisor Alliance 0.14% Add +30.8% 21,179 $5.2M
Bernardo Wealth Planning LLC 1.03% Reduce -46.7% 21,177 $5.2M
Rockefeller Capital Management L.P. 0.01% New 20,992 $5.2M
Tower Research Capital LLC (TRC) 0.14% Add +157.8% 20,823 $5.1M
Worth Asset Management, LLC 2.31% Add +4.8% 20,770 $5.1M
Flagship Harbor Advisors, LLC 0.22% Reduce -3.3% 20,714 $5.1M
Graney & King, LLC 3.52% Add +4.1% 20,570 $5.1M
Smith Shellnut Wilson LLC 1.95% Add +11.7% 20,537 $5.1M
Bensler, LLC 0.52% Add +3.4% 20,432 $5.0M
High Note Wealth, LLC 1.00% Add +6.5% 20,254 $5.0M
Smith, Moore & Co. 0.38% Add +10.5% 20,224 $5.0M
CVFG LLC 3.57% Reduce -0.1% 20,000 $4.9M
Onyx Bridge Wealth Group LLC 0.53% Add +3.5% 19,702 $4.9M
Caprock Group, LLC 0.12% — 20,596 $4.8M
Money Concepts Capital Corp. 0.30% Reduce -53.3% 19,476 $4.8M
Tennessee Valley Asset Management Partners 0.65% New 19,401 $4.8M
PKS Advisory Services, LLC 1.10% Add +25.0% 2,974 $4.7M
Great Lakes Retirement, Inc. 0.52% Add +8.4% 19,149 $4.7M
CIBC Bancorp USA Inc. 0.03% — 19,005 $4.7M
Rolek Wealth Management LLC 3.53% Add +175.9% 19,004 $4.7M
Blair William & Co. 0.01% Add +7.0% 18,731 $4.6M
Meridian Wealth Management, LLC 0.18% Reduce -0.3% 18,726 $4.6M
Dynamic Advisor Solutions LLC 0.13% Add +9.8% 18,616 $4.6M
SPC Financial, Inc. 0.36% Add +33.3% 18,459 $4.6M
PFG Investments, LLC 0.23% Reduce -6.6% 18,249 $4.5M
Freestone Capital Holdings, LLC 0.14% Add +0.5% 18,175 $4.5M
WCG Wealth Advisors LLC 0.28% Reduce -0.1% 18,099 $4.5M
Gerber, LLC 2.81% Add +17.2% 18,079 $4.5M
Theory Financial LLC 1.57% Add +30.6% 17,699 $4.5M
Faithward Advisors, LLC 0.66% Add +19.6% 17,883 $4.4M
Strategic Advisors LLC 0.71% Add +20.1% 17,812 $4.4M
Warner Group LLC 2.95% — 17,356 $4.3M
Castle Wealth Management LLC 1.44% Reduce -2.6% 17,219 $4.3M
Bison Wealth, LLC 0.39% Add +46.2% 16,318 $4.2M
Westside Investment Management, Inc. 0.67% Reduce -0.8% 17,038 $4.2M
Sagespring Wealth Partners, LLC 0.08% Add +11.7% 16,832 $4.2M
Cabot Wealth Management Inc. 0.46% Add +6.0% 16,772 $4.1M
PAX Financial Group, LLC 0.74% Reduce -2.6% 16,714 $4.1M
Financial Engines Advisors L.L.C. 0.01% Add +1214.8% 16,685 $4.1M
Atlas Private Wealth Advisors 0.99% Reduce -53.3% 16,431 $4.1M
Maridea Wealth Management LLC 0.63% Reduce -9.4% 16,126 $4.1M
Circle Wealth Management, LLC 0.08% Add +6.4% 16,205 $4.0M
CPC Advisors, LLC 0.42% Add +0.2% 16,119 $4.0M
Harbour Investments, Inc. 0.09% Add +18.5% 15,965 $3.9M
Madison Wealth Partners, Inc 0.78% Add +2.3% 15,949 $3.9M
IFP Advisors, Inc 0.10% Reduce -2.1% 15,862 $3.9M
SBI Securities Co., Ltd. 0.10% Add +3.7% 15,847 $3.9M
San Luis Wealth Advisors LLC 0.69% Add +83.3% 15,594 $3.9M
Bank of Montreal 0.00% Add +202.1% 15,583 $3.9M
SCS Capital Management LLC 0.04% Add +0.1% 15,455 $3.8M
Retirement Planning Group, LLC / NY 2.83% Add +31.4% 15,322 $3.8M
Cassaday & Co Wealth Management LLC 0.09% No change 15,201 $3.8M
Eisler Capital Management Ltd. 0.08% New 15,000 $3.7M
Vontobel Holding Ltd. 0.01% Reduce -52.0% 14,700 $3.6M
International Assets Investment Management, LLC 0.29% No change 16,096 $3.6M
NWF Advisory Services Inc. 0.40% Add +45.0% 14,646 $3.6M
Elm3 Financial Group, LLC 2.93% Reduce -5.4% 14,458 $3.6M
Ausdal Financial Partners, Inc. 0.17% Add +67.5% 14,457 $3.6M
Root Financial Partners, LLC 0.22% Add +5.9% 14,404 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.46% Add +7.3% 14,390 $3.6M
Luken Investment Analytics, LLC 1.38% Reduce -4.4% 14,324 $3.5M
Purus Wealth Management, LLC 1.13% Add +2.4% 14,285 $3.5M
Landmark Wealth Management, LLC 1.40% Reduce -3.9% 14,237 $3.5M
Brown Financial Advisors 1.28% New 14,010 $3.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -54.0% 14,000 $3.5M
Corient Private Wealth LP 0.01% Add +3.3% 13,981 $3.5M
Mgo One Seven LLC 0.08% Add +0.2% 13,884 $3.4M
Round Rock Advisors LLC 0.54% Reduce -0.8% 13,859 $3.4M
Kingswood Wealth Advisors, LLC 0.21% Add +24.1% 13,833 $3.4M
Mid-American Wealth Advisory Group, Inc. 1.52% Add +3856.2% 13,807 $3.4M
Meridian Financial Advisors, LLC 1.91% Add +3.9% 13,755 $3.4M
Baird Financial Group, Inc. 0.01% Add +8.1% 13,708 $3.4M
Commonwealth Financial Services, LLC 0.58% Reduce -9.8% 13,625 $3.4M
PFG Advisors 0.14% Add +5.0% 13,593 $3.4M
Sulzberger Capital Advisors, Inc. 3.70% Add +6.8% 13,434 $3.3M
jvl associates llc 1.08% Add +7.8% 13,201 $3.3M
Principal Securities, Inc. 0.05% Add +0.8% 13,121 $3.2M
SHUTTLEWORTH & Co 2.91% — 12,971 $3.2M
Bestgate Wealth Advisors, LLC 5.64% Add +3.0% 12,932 $3.2M
Intrua Financial, LLC 0.37% Add +35.0% 12,825 $3.2M
Ocean Park Asset Management, LLC 0.13% New 12,664 $3.1M
One Capital Management, LLC 0.10% Reduce -6.8% 12,604 $3.1M
Allen Investment Management, LLC 0.03% No change 12,588 $3.1M
Bank of New Hampshire 0.71% Add +19.5% 12,533 $3.1M
CreativeOne Wealth, LLC 0.08% Add +1.2% 12,482 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -0.1% 12,469 $3.1M
Bright Financial Advisors, Inc. 1.50% Add +0.8% 12,403 $3.1M
Mercer Global Advisors Inc. 0.01% Add +15.6% 12,331 $3.0M
Norris Financial Group, LLC 1.11% Add +0.3% 12,275 $3.0M
Natixis Advisors, LLC 0.00% New 12,267 $3.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +26.3% 12,231 $3.0M
Redhawk Wealth Advisors, Inc. 0.34% Add +2.4% 12,023 $3.0M
Financial Advocates Investment Management 1.67% Reduce -25.4% 12,012 $3.0M
Keystone Wealth Services, LLC 0.64% Add +23.5% 11,942 $3.0M
Essex Financial Services, Inc. 0.18% Add +1.8% 11,928 $2.9M
BCS Wealth Management 0.66% Add +5.5% 11,882 $2.9M
CFS Investment Advisory Services, LLC 0.22% Add +14.6% 11,520 $2.9M
Turning Point Benefit Group, Inc. 1.75% Add +43.3% 11,706 $2.9M
Invst, LLC 0.33% Add +0.5% 11,727 $2.9M
Ashton Thomas Private Wealth, LLC 0.08% Add +8.9% 11,725 $2.9M
Austin Wealth Management, LLC 0.45% Add +1.0% 11,587 $2.9M
AE Wealth Management LLC 0.02% Reduce -0.8% 11,686 $2.9M
Cibc World Market Inc. 0.01% Add +21.9% 11,636 $2.9M
Great Valley Advisor Group, Inc. 0.06% Add +3.0% 11,527 $2.8M
National Bank of Canada 0.00% Reduce -8.7% 11,465 $2.8M
Centennial Wealth Advisory LLC 0.78% Add +69.0% 11,401 $2.8M
Maia Wealth LLC 0.47% Add +21.2% 10,929 $2.8M
Eagle Strategies LLC 0.37% Add +14.8% 11,121 $2.7M
Apollon Wealth Management, LLC 0.05% Reduce -4.0% 10,934 $2.7M
Maripau Wealth Management LLC 1.35% Add +15.4% 10,850 $2.7M
GK Wealth Management LLC 1.99% Add +14.5% 10,825 $2.7M
Sigma Planning Corp 0.08% Reduce -24.9% 10,799 $2.7M
Balefire, LLC 0.53% Reduce -2.3% 10,768 $2.7M
D.A. Davidson & Co. 0.02% Add +3.8% 10,674 $2.6M
Clear Creek Financial Management, LLC 0.23% Add +0.7% 10,671 $2.6M
FineMark National Bank & Trust 0.09% Add +74.7% 10,639 $2.6M
JGP Wealth Management, LLC 0.29% Add +6.4% 10,536 $2.6M
LWM Advisory Services, LLC 1.52% Add +2.0% 10,587 $2.6M
TD Capital Management LLC 0.23% Add +7.5% 10,434 $2.6M
Nwam LLC 0.14% Reduce -3.1% 10,398 $2.6M
Balentine LLC 0.09% New 10,389 $2.6M
Q3 Asset Management 0.87% New 10,295 $2.5M
Comerica Bank 0.01% Reduce -6.5% 10,074 $2.5M
Certuity, LLC 0.17% Add +148.2% 9,907 $2.4M
Wealthgarden F.S. LLC 1.74% Reduce -2.4% 9,706 $2.4M
BankPlus Wealth Management LLC 1.43% Add +36.4% 9,815 $2.4M
Allworth Financial LP 0.01% Add +67.8% 9,816 $2.4M
Falcon Wealth Planning 0.21% Reduce -3.5% 9,503 $2.3M
AdvisorNet Financial, Inc 0.13% Reduce -6.2% 9,495 $2.3M
RDA Financial Network 0.57% Add +16.0% 9,390 $2.3M
Baring Financial LLC 1.58% Add +19.3% 9,380 $2.3M
Motiv8 Investments LLC 1.23% Reduce -3.3% 9,363 $2.3M
Zhang Financial LLC 0.09% Add +31.4% 9,345 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -40.7% 9,301 $2.3M
Florida Financial Advisors, LLC 0.70% Reduce -53.2% 9,225 $2.3M
FourThought Financial Partners, LLC 0.20% Add +19.4% 9,154 $2.3M
Mount Lucas Management LP 1.02% Reduce -5.3% 9,121 $2.3M
Sightline Wealth Advisors, LLC 1.01% Reduce -0.1% 9,095 $2.2M
Private Trust Co. NA 0.20% Add +1.2% 8,998 $2.2M
Altus Wealth Group LLC 0.90% Add +3.0% 8,911 $2.2M
Wealth Group Ltd 0.51% Add +21.4% 8,899 $2.2M
Comprehensive Wealth Management, LLC 1.54% Add +23.7% 8,799 $2.2M
Captrust Financial Advisors 0.00% Reduce -13.5% 8,791 $2.2M
Wealth Management Nebraska 0.26% Add +29.7% 8,783 $2.2M
Virtue Capital Management, LLC 0.34% Add +101.1% 31,429 $2.2M
LexAurum Advisors, LLC 0.31% Reduce -1.0% 8,750 $2.2M
Crescent Grove Advisors, LLC 0.20% Reduce -2.8% 8,582 $2.1M
Reliant Investment Partners, LLC 1.66% Add +7.9% 8,525 $2.1M
USAdvisors Wealth Management, LLC 0.73% Reduce -7.6% 8,549 $2.1M
Colonial River Investments, LLC 0.77% Add +12.5% 8,484 $2.1M
Jaffetilchin Investment Partners, LLC 0.13% Add +3.6% 8,482 $2.1M
Brandywine Oak Private Wealth LLC 0.18% No change 8,472 $2.1M
Sequent Planning LLC 0.59% Reduce -2.6% 8,441 $2.1M
Advus Financial Partners, LLC 0.50% Reduce -8.3% 8,400 $2.1M
Next Capital Management LLC 0.69% Add +2.3% 8,338 $2.1M
Moneco Advisors, LLC 0.17% Add +15.6% 8,331 $2.1M
Flagship Private Wealth, LLC 0.82% Add +16.1% 8,290 $2.0M
Silverlake Wealth Management LLC 0.50% New 8,185 $2.0M
Evanson Asset Management, LLC 0.11% Add +0.1% 8,185 $2.0M
Kieckhefer Group LLC 0.95% Add +0.3% 8,182 $2.0M
Tandem Investment Partners LLC 1.66% Reduce -3.1% 8,159 $2.0M
World Equity Group, Inc. 0.45% Add +130.6% 8,074 $2.0M
Ipsen Advisor Group LLC 1.42% Add +2.1% 7,965 $2.0M
Basso Capital Management, L.P. 1.31% Add +45.8% 7,920 $2.0M
Paladin Wealth, LLC 1.42% New 7,904 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Add +18.1% 7,843 $1.9M
Qube Research & Technologies Ltd 0.00% New 7,814 $1.9M
Global Financial Private Client, LLC 0.69% Add +39.6% 7,794 $1.9M
First Financial Corp. 0.74% Add +1.1% 7,613 $1.9M
Mattson Financial Services, LLC 0.45% New 7,566 $1.9M
Quantinno Capital Management LP 0.01% Add +30.9% 7,499 $1.9M
Masso Torrence Wealth Management Inc. 0.77% Add +16.0% 7,483 $1.8M
Goldstein Advisors, LLC 0.22% Reduce -1.0% 7,461 $1.8M
Correct Capital Wealth Management 0.34% Add +12.5% 7,424 $1.8M
Fisher Asset Management 0.00% Add +7.6% 7,411 $1.8M
Marshall Financial Group, LLC 0.36% Add +8.0% 7,406 $1.8M
Comprehensive Financial Planning, Inc. 1.25% Add +3.0% 7,390 $1.8M
Strategic Blueprint, LLC 0.08% Add +27.3% 7,348 $1.8M
Valued Retirements, Inc. 2.05% No change 7,982 $1.8M
Nadler Financial Group, Inc. 0.17% Add +455.0% 7,315 $1.8M
Triton Wealth Management, PLLC 0.68% Add +43.9% 6,874 $1.8M
Rik Saylor Financial, Inc. 1.31% Add +3.7% 7,239 $1.8M
Hamilton Capital Partners, LLC 0.67% Reduce -28.1% 7,075 $1.7M
Optima Capital LLC 0.85% Add +6.2% 7,074 $1.7M
Triton Financial Group Inc 1.17% Reduce -0.6% 7,039 $1.7M
Relyea Zuckerberg Hanson LLC 0.18% Add +0.1% 6,994 $1.7M
TrueWealth Advisors, LLC 0.47% Add +0.7% 6,969 $1.7M
Emerald Advisors, LLC 0.23% Add +1.2% 6,932 $1.7M
Kennicott Capital Management LLC 0.82% Add +5.1% 6,914 $1.7M
Diversify Advisory Services, LLC 0.06% Add +6.3% 6,502 $1.7M
Savvy Advisors, Inc. 0.08% Add +33.2% 6,842 $1.7M
Koshinski Asset Management, Inc. 0.12% Add +0.1% 6,831 $1.7M
Integrated Advisors Network LLC 0.07% Reduce -4.7% 6,727 $1.7M
Strong Tower Advisory Services 0.31% Reduce -0.4% 6,718 $1.7M
Cornerstone Advisory, LLC 0.16% Add +3.5% 6,698 $1.7M
Fiscal Wisdom Wealth Management, LLC 1.56% — 6,624 $1.7M
XTX Topco Ltd 0.09% Add +80.3% 6,631 $1.6M
BXM Wealth LLC 1.55% No change 6,605 $1.6M
Fulcrum Equity Management 1.65% Add +0.5% 6,584 $1.6M
Capital Analysts, LLC 0.05% Add +0.3% 6,583 $1.6M
American Financial Advisors, LLC 0.21% Reduce -0.2% 6,574 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +7.3% 6,470 $1.6M
CRA Financial Services, LLC 0.22% Add +3.6% 6,432 $1.6M
Arkansas Financial Group, Inc. 0.23% Reduce -6.0% 6,431 $1.6M
JDM Financial Group LLC 0.66% Reduce -18.3% 6,387 $1.6M
Trinity Wealth Management, LLC 0.59% Add +6.7% 6,375 $1.6M
Ranch Capital Advisors Inc. 0.61% Reduce -1.2% 6,328 $1.6M
J Hagan Capital, Inc. 0.92% Add +25.9% 6,154 $1.5M
Equity Wealth Partners, LLC 1.23% — 6,153 $1.5M
NorthCoast Asset Management LLC 0.01% Reduce -28.6% 6,133 $1.5M
Csenge Advisory Group 0.07% Add +5.3% 6,058 $1.5M
Sharkey, Howes & Javer 0.19% Reduce -5.1% 6,012 $1.5M
Moors & Cabot, Inc. 0.06% Add +25.5% 5,876 $1.5M
Kirtland Hills Capital Management, LLC 0.57% Add +9.3% 5,862 $1.4M
Presidio Capital Management, LLC 0.51% Add +9.8% 5,844 $1.4M
Marble Harbor Investment Counsel, LLC 0.15% No change 5,801 $1.4M
Twin Peaks Wealth Advisors, LLC 0.49% Add +0.8% 5,789 $1.4M
Bridgewealth Advisory Group, LLC 0.33% No change 5,762 $1.4M
Goodman Advisory Group, LLC 0.35% New 5,757 $1.4M
Evolution Wealth Management Inc. 1.45% Add +51972.7% 5,728 $1.4M
E Fund Management (Hong Kong) Co., Ltd. 0.86% Add +1473.2% 5,695 $1.4M
Spectrum Strategic Capital Management, LLC 0.84% Reduce -10.9% 5,688 $1.4M
AssuredPartners Investment Advisors, LLC 0.31% Add +228.5% 5,654 $1.4M
Wedbush Securities Inc. 0.05% Reduce -22.9% 5,635 $1.4M
Tactive Advisors, LLC 0.39% Reduce -7.3% 5,631 $1.4M
AMG National Trust Bank 0.03% Add +35.3% 5,624 $1.4M
Swmg, LLC 0.42% Add +0.5% 5,467 $1.4M
Opulen Financial Group LLC 1.04% Reduce -2.5% 5,550 $1.4M
Avidian Wealth Enterprises, LLC 0.05% Add +152.5% 5,525 $1.4M
Independent Wealth Network Inc. 0.44% Add +97.6% 5,493 $1.4M
Mascagni Wealth Management, Inc. 1.02% Add +27.6% 5,351 $1.3M
Bridgewater Advisors Inc. 0.09% Add +2.0% 5,247 $1.3M
Gotham Asset Management 0.01% Add +3.9% 5,338 $1.3M
Pennington Partners & Co., LLC 0.62% Add +0.1% 5,326 $1.3M
Richard W. Paul & Associates, LLC 0.45% Reduce -4.2% 5,326 $1.3M
Spire Wealth Management 0.04% Add +1.7% 5,301 $1.3M
Performance Wealth Partners, LLC 0.04% Add +13.2% 5,199 $1.3M
Rockingstone Advisors LLC 0.63% Reduce -5.0% 5,173 $1.3M
PSI Advisors, LLC 0.33% New 5,138 $1.3M
Novem Group 0.15% Add +0.0% 5,078 $1.3M
Three Cord True Wealth Management, LLC 0.84% Add +109.1% 5,015 $1.2M
Larson Financial Group LLC 0.04% Add +44.0% 4,995 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +1.5% 4,976 $1.2M
AA Financial Advisors, LLC 0.24% Add +22.3% 4,868 $1.2M
Flavin Financial Services, Inc. 0.85% Reduce -10.5% 4,837 $1.2M
BLVD Private Wealth, LLC 1.02% Add +18.8% 4,807 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +33.3% 4,786 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Add +0.3% 4,777 $1.2M
Northwest Capital Management Inc 1.24% Reduce -8.3% 4,768 $1.2M
Navis Wealth Advisors, LLC 0.88% No change 4,719 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +100.1% 4,704 $1.2M
Sierra Capital LLC 0.13% No change 4,664 $1.2M
Sanchez Wealth Management Group 0.25% Add +181.7% 4,609 $1.1M
Sfm, LLC 0.66% Add +11.0% 4,607 $1.1M
West Michigan Advisors, LLC 0.27% Add +49.2% 4,600 $1.1M
Scotia Capital Inc. 0.00% Reduce -19.1% 4,534 $1.1M
Madrona Financial Services, LLC 0.24% Add +11.7% 4,474 $1.1M
Clarendon Private LLC 1.00% Add +289.9% 4,464 $1.1M
Cabana LLC 6.73% Reduce -21.1% 4,449 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% New 4,434 $1.1M
ZEGA Investments, LLC 0.25% New 4,373 $1.1M
City State Bank 0.31% Reduce -3.4% 4,347 $1.1M
Smartleaf Asset Management LLC 0.07% Add +4.6% 4,338 $1.1M
Proactive Wealth Strategies LLC 0.46% Add +0.1% 4,310 $1.1M
Brand Asset Management Group, Inc. 0.30% Reduce -2.3% 4,297 $1.1M
Strategies Wealth Advisors, LLC 0.11% Add +1.6% 4,291 $1.1M
BlackDiamond Wealth Management, LLC 0.58% Add +31.5% 4,284 $1.1M
Shoker Investment Counsel, Inc. 0.31% Reduce -34.0% 4,259 $1.1M
Simplicity Wealth,LLC 0.06% Reduce -38.8% 4,227 $1.0M
Townsquare Capital LLC 0.16% Add +9.7% 4,205 $1.0M
Weitzel Financial Services, Inc. 0.42% Add +82.2% 4,217 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +182.9% 4,165 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +24.7% 4,151 $1.0M
Legacy Private Trust Co. 0.06% Reduce -4.3% 4,134 $1.0M
Quartz Partners, LLC 0.37% Reduce -51.1% 4,114 $1.0M
RFP Financial Group LLC 0.41% No change 4,100 $1.0M
Founders Financial Securities LLC 0.07% New 4,089 $1.0M
Rockbridge Investment Management, LCC 0.10% Reduce -19.2% 4,085 $1.0M
Edgestream Partners, L.P. 0.03% New 4,075 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +62.3% 3,860 $1.0M
Embree Financial Group 0.13% Add +0.1% 4,064 $1.0M
Pacific Asset Management, LLC 0.68% Add +0.6% 4,047 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.39% Reduce -0.3% 4,040 $998K
Robinswood Financial LLC 0.33% Reduce -0.0% 4,031 $996K
Arrowroot Family Office, LLC 0.39% Reduce -49.9% 4,002 $989K
DSG Capital Advisors, LLC 0.16% Reduce -23.0% 3,991 $986K
Aldebaran Financial Inc. 0.98% Add +1.0% 3,984 $985K
Retirement Planning Co of New England, Inc. 0.40% Add +5.3% 3,983 $984K
A4 Wealth Advisors LLC 0.82% — 3,957 $978K
Modera Wealth Management, LLC 0.01% Add +1.2% 3,920 $969K
Gateway Wealth Partners, LLC 0.13% Add +10.6% 3,919 $968K
Uptick Partners, LLC 0.25% Add +1.0% 3,906 $965K
Park Avenue Securities LLC 0.01% Add +121.2% 3,893 $962K
Unique Wealth Strategies, LLC 0.38% New 19,897 $958K
DAVENPORT & Co LLC 0.01% Add +22.6% 3,854 $952K
Krilogy Financial LLC 0.04% New 3,696 $948K
Nations Financial Group Inc, /Ia/ 0.06% Add +5.4% 3,825 $945K
Trademark Financial Management, LLC 0.55% Add +0.9% 3,816 $943K
Salem Investment Counselors Inc. 0.03% No change 3,793 $937K
Loomis Sayles & Co. L P 0.00% Reduce -75.0% 3,788 $936K
Well Done, LLC 0.16% Reduce -1.5% 3,773 $932K
Two Sigma Securities, LLC 0.14% New 3,725 $921K
Pacific Point Advisors, LLC 0.52% Add +55.8% 3,609 $892K
Savant Capital, LLC 0.01% Add +5.8% 3,587 $886K
SMI Advisory Services, LLC 0.17% Reduce -34.6% 3,545 $880K
SFG Wealth Management, LLC. 0.38% New 3,509 $867K
Abound Wealth Management 0.21% Add +20.2% 3,475 $859K
Arkadios Wealth Advisors 0.02% Reduce -2.3% 3,451 $853K
Pacific Financial Group Inc. 0.63% Add +6.3% 3,438 $850K
BlackRock, Inc. 0.00% Add +184.1% 3,438 $849K
Taylor Financial Group, Inc. 0.49% No change 3,435 $849K
FWL Investment Management, LLC 0.22% Reduce -16.3% 3,416 $844K
Centerpoint Advisory Group 0.64% Add +19.1% 3,347 $827K
Prostatis Group LLC 0.21% Add +0.6% 3,344 $826K
Main Street Financial Solutions, LLC 0.05% Add +32.6% 3,306 $817K
Manchester Financial Inc. 0.16% Reduce -1.1% 3,279 $810K
NorthRock Partners, LLC 0.01% Add +186.4% 3,279 $810K
B. Riley Wealth Advisors, Inc. 0.04% Add +14.8% 3,269 $808K
Legacy Solutions, LLC 0.72% No change 3,261 $806K
Clearstead Trust, LLC 0.14% Add +15.2% 3,217 $795K
Compass Advisory Group LLC 0.22% Reduce -45.4% 3,211 $794K
HRT Financial LP 0.00% New 3,212 $793K
Continuum Advisory, LLC 0.08% Reduce -8.7% 3,208 $793K
Higgins & Schmidt Wealth Strategies LLC 0.40% Reduce -10.6% 3,191 $789K
Sequoia Financial Advisors, LLC 0.00% Add +19.1% 3,132 $774K
Hobbs Group Advisors, LLC 0.24% Add +0.1% 3,095 $765K
Fortress Private Ledger, LLC 0.28% Add +1.0% 3,077 $760K
Precision Wealth Strategies, LLC 0.25% Reduce -15.9% 3,059 $756K
Greenwich Wealth Management LLC 0.04% Reduce -5.5% 3,049 $753K
Advance Capital Management, Inc. 0.03% Reduce -3.1% 2,995 $740K
Lord & Richards Wealth Management, LLC 0.67% Add +8.4% 2,969 $734K
Pitti Group Wealth Management, LLC 0.62% Add +18.9% 2,962 $732K
Orion Capital Management LLC 0.25% Add +1.2% 2,957 $731K
Mystic Asset Management, Inc. 0.16% Add +29.9% 2,955 $730K
Keystone Financial Group 0.06% Reduce -3.6% 2,949 $729K
Vise Technologies, Inc. 0.03% New 2,938 $726K
Peak Financial Advisors LLC 0.35% Add +6.8% 2,919 $721K
Brown Advisory Inc. 0.00% New 2,913 $720K
Titleist Asset Management, LLC 0.06% Add +37.5% 2,896 $716K
Seneca House Advisors 0.29% Add +5.3% 2,889 $714K
Ritholtz Wealth Management 0.01% Add +16.3% 2,885 $713K
Agp Franklin, LLC 0.34% Reduce -69.1% 2,837 $701K
MSH Capital Advisors LLC 0.19% Add +21.9% 2,827 $699K
Private Client Services, LLC 0.23% Add +19.2% 2,789 $689K
Alteri Wealth LLC 0.23% Add +11.6% 2,760 $682K
Seneschal Advisors, LLC 0.49% Add +5.7% 2,747 $679K
Tempus Wealth Planning, LLC 0.15% Add +5.8% 2,699 $667K
Emergent Wealth Advisors, LLC 0.38% Reduce -0.1% 2,667 $659K
Northwest Financial Advisors 0.84% Add +45.2% 2,660 $657K
Insigneo Advisory Services, LLC 0.05% Add +38.8% 2,657 $657K
Firestone Capital Management 0.14% Add +67.5% 2,655 $656K
Columbia Asset Management 0.12% Reduce -37.5% 2,631 $650K
Washington Trust Advisors, Inc. 0.05% No change 2,619 $647K
Dakota Wealth Management 0.01% Reduce -14.4% 2,609 $645K
Benjamin Edwards Inc. 0.01% Reduce -12.5% 2,570 $635K
Brighton Jones LLC 0.02% Add +180.8% 2,567 $634K
Milestone Asset Management Group, LLC 0.40% Reduce -0.6% 2,558 $632K
Mill Creek Capital Advisors, LLC 0.01% Add +117.2% 2,552 $631K
Cidel Asset Management Inc. 0.04% Reduce -0.0% 2,533 $626K
Kraft, Davis & Associates, LLC 0.15% Reduce -5.1% 2,492 $624K
Bright Futures Wealth Management, LLC. 0.49% — 2,496 $617K
Northern Trust Corp. 0.00% Add +14.8% 2,492 $616K
Planned Solutions, Inc. 0.21% Reduce -13.3% 2,483 $614K
Kovack Advisors, Inc. 0.06% Reduce -4.4% 2,477 $612K
Alta Wealth Advisors LLC 0.22% New 2,473 $611K
Sunbelt Securities, Inc. 0.04% Add +66.5% 2,422 $598K
Boreal Capital Management LLC 0.57% Add +1.7% 2,415 $597K
Gen-Wealth Partners Inc 0.20% No change 2,410 $596K
Gallagher Fiduciary Advisors, LLC 0.02% Add +65.4% 2,380 $588K
ETF Portfolio Partners, Inc. 0.16% Reduce -10.5% 2,376 $587K
Archer Investment Corp 0.13% Add +0.2% 2,248 $556K
Samalin Investment Counsel, LLC 0.19% Reduce -9.4% 2,238 $553K
Entrewealth, LLC 0.28% Add +45.5% 2,224 $550K
Share Andrew L. 0.39% New 2,200 $544K
Capital Investment Advisors, LLC 0.01% Add +22.1% 2,191 $541K
MWA Asset Management 0.29% Reduce -6.7% 2,115 $523K
Crestwood Advisors Group, LLC 0.01% Add +29.6% 2,086 $516K
Bravias Capital Group, LLC 0.34% Add +9.8% 2,066 $511K
Howard Financial Services, LTD. 0.06% Add +0.1% 2,060 $509K
Rothschild Investment LLC 0.03% No change 2,052 $507K
TBH Global Asset Management, LLC 0.10% New 2,049 $506K
Capital Investment Advisory Services, LLC 0.04% Add +16.2% 2,045 $505K
SimpliFi, Inc. 0.22% New 2,042 $505K
Pettyjohn, Wood & White, Inc. 0.08% Add +2.8% 2,040 $504K
Stratos Wealth Advisors, LLC 0.02% Reduce -2.1% 2,026 $501K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 2,019 $499K
Resurgent Financial Advisors LLC 0.24% Reduce -26.3% 2,011 $497K
Sfmg, LLC 0.03% New 2,005 $496K
BlueChip Wealth Advisors LLC 0.21% No change 2,000 $494K
Peachtree Investment Partners, LLC 0.17% No change 2,000 $494K
EverSource Wealth Advisors, LLC 0.02% Add +1.4% 1,988 $491K
Johnson Investment Counsel Inc. 0.00% New 1,986 $491K
Clare Market Investments LLC 0.10% Add +5.4% 1,955 $483K
Stillwater Wealth Management Group 0.34% — 1,941 $480K
Tidemark, LLC 0.14% Reduce -1.0% 1,928 $476K
Integrity Alliance, Llc. 0.02% Add +30.5% 1,923 $475K
Santori & Peters, Inc. 0.17% Add +28.6% 1,918 $474K
Old National Bancorp 0.01% Reduce -14.5% 1,907 $471K
Silverleafe Capital Partners, LLC 0.15% Reduce -7.8% 1,904 $471K
Endowment Wealth Management, Inc. 0.21% Add +24.6% 1,891 $467K
Obermeyer Wealth Partners 0.02% Add +54.3% 1,868 $462K
Durante & Waters, LLC 0.34% Add +0.2% 1,866 $461K
Stephens Inc. 0.01% Add +49.0% 1,851 $457K
WASHINGTON TRUST Co 0.01% Add +23.7% 1,851 $457K
Barnes Wealth Management Group, Inc 0.25% Add +8.9% 1,839 $454K
Fiduciary Group, LLC 0.04% Add +22.0% 1,833 $453K
Cadent Capital Advisors, LLC 0.12% New 1,824 $451K
Oakwell Private Wealth Management, LLC 0.09% Add +29.6% 1,824 $451K
Exit Wealth Advisors, LLC. 0.30% — 1,812 $448K
KWB Wealth 0.05% Add +11.2% 1,961 $445K
Parcion Private Wealth LLC 0.03% No change 1,796 $444K
Blue Chip Partners, LLC 0.03% Add +19.7% 1,787 $442K
Camarda Financial Advisors, LLC 0.16% Reduce -16.9% 1,775 $439K
Pinnacle Financial Partners Inc 0.01% New 1,754 $433K
Encompass More Asset Management 0.08% Add +19.7% 1,753 $433K
Fiduciary Alliance LLC 0.03% Reduce -31.5% 1,743 $431K
F/m Investments LLC 0.02% Add +10.5% 1,740 $430K
AlphaStar Capital Management, LLC 0.04% Add +19.8% 1,735 $429K
Life Line Wealth Management LLC 0.13% Add +10.7% 1,726 $427K
RIA Advisory Group LLC 0.11% Reduce -65.4% 1,714 $424K
Summit Global Investments 0.02% Add +18.6% 1,689 $417K
IPG Investment Advisors LLC 0.07% Reduce -13.4% 1,676 $414K
Freedom Financial Partners LLC 0.16% Reduce -16.6% 1,673 $413K
Cottage Street Advisors LLC 0.17% Add +48.3% 1,659 $410K
Impact Partnership Wealth, LLC 0.06% Reduce -9.2% 1,639 $405K
DGS Capital Management, LLC 0.07% Add +8.4% 1,633 $404K
Consolidated Portfolio Review Corp 0.05% Reduce -6.0% 1,629 $402K
Revisor Wealth Management LLC 0.13% New 1,549 $389K
Dana Investment Advisors, Inc. 0.01% Add +0.1% 1,575 $389K
CIBC Private Wealth Group LLC 0.00% Add +1.5% 1,552 $384K
Texas Yale Capital Corp. 0.01% New 1,550 $383K
Trexquant Investment LP 0.00% Add +11.1% 1,549 $383K
Northstar Group, Inc. 0.06% Add +0.1% 1,548 $382K
Traynor Capital Management, Inc. 0.02% Reduce -37.2% 1,540 $380K
Kropog Financial Group, LLC 0.31% Add +0.1% 1,531 $378K
HB Wealth Management, LLC 0.00% Add +8.8% 1,522 $376K
Integrity Wealth Advisors, Inc. 0.14% New 1,522 $376K
Coppell Advisory Solutions LLC 0.04% Add +28.3% 1,516 $374K
LJI Wealth Management, LLC 0.07% Add +0.3% 1,510 $373K
Investor's Fiduciary Advisor Network, LLC 0.13% Add +3.4% 1,508 $372K
Fiduciary Financial Group, LLC 0.06% No change 1,504 $372K
Richmond Investment Services, LLC 0.07% Add +2.1% 1,497 $370K
Cardiff Park Advisors, LLC 0.03% No change 1,496 $370K
LBMC Investment Advisors, LLC 0.02% No change 1,483 $366K
SeaCrest Wealth Management, LLC 0.04% Add +2.7% 1,450 $365K
Guidance Capital, Inc. 0.09% Add +0.2% 1,430 $363K
Joel Isaacson & Co., LLC 0.01% No change 1,467 $363K
Mesirow Financial Investment Management, Inc. 0.01% No change 1,463 $362K
Wilmington Savings Fund Society, FSB 0.01% New 1,459 $361K
Ridgecrest Wealth Partners, LLC 0.16% No change 1,454 $359K
Concord Wealth Partners 0.05% Reduce -19.5% 1,446 $357K
Snowden Capital Advisors LLC 0.01% Add +30.0% 1,439 $356K
Empirical Asset Management, LLC 0.10% Add +14.2% 1,435 $355K
Avaii Wealth Management, LLC 0.13% Reduce -13.0% 1,424 $352K
Beaumont Financial Advisors, LLC 0.02% Add +18.4% 1,423 $352K
Inscription Capital, LLC 0.04% Add +3.7% 1,415 $350K
O'Connor Financial Group LLC 0.15% Add +0.8% 1,408 $348K
Heritage Oak Wealth Advisors LLC 0.13% Add +18.8% 1,402 $346K
Synovus Financial Corp. 0.00% New 1,397 $346K
NorthCrest Asset Manangement, LLC 0.01% No change 1,380 $343K
GWN Securities Inc. 0.08% Add +11.9% 1,377 $342K
Russell Investments Group, Ltd. 0.00% Add +87.1% 1,383 $342K
Avion Wealth 0.07% Reduce -53.5% 1,366 $337K
Pallas Capital Advisors LLC 0.01% Add +1.9% 1,357 $335K
Compound Planning, Inc. 0.01% Add +16.7% 1,355 $335K
Matrix Asset Advisors Inc. 0.03% Reduce -11.2% 1,350 $334K
Discipline Wealth Solutions, LLC 0.09% New 1,347 $333K
Affinity Wealth Management LLC 0.05% Add +0.1% 1,339 $331K
Oakworth Capital, Inc. 0.02% Add +1.8% 1,339 $331K
Ridgewood Investments LLC 0.14% Add +15.7% 1,334 $330K
Kellett Wealth Advisors, LLC 0.20% New 1,319 $326K
Clark Asset Management, LLC 0.04% No change 1,307 $323K
Stonebridge Financial Group, LLC 0.03% No change 1,297 $321K
Godsey & Gibb, Inc. 0.03% New 1,295 $320K
Jacobi Capital Management LLC 0.02% Add +0.1% 1,285 $317K
Summit Trail Advisors, LLC 0.00% Add +0.1% 1,284 $317K
N.E.W. Advisory Services LLC 0.03% Add +15.6% 1,270 $314K
Parallel Advisors, LLC 0.01% Add +66.3% 1,267 $313K
HUB Investment Partners, LLC 0.01% New 1,262 $312K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,256 $310K
Annis Gardner Whiting Capital Advisors, LLC 0.06% No change 1,250 $309K
Facet Wealth, Inc. 0.01% Add +5.2% 1,246 $308K
Cypress Wealth Services, LLC 0.05% Add +3.4% 1,244 $307K
Three Seasons Wealth, LLC 0.03% New 1,243 $307K
Freedom Investment Management, Inc. 0.08% Reduce -96.7% 1,236 $305K
Certified Advisory Corp 0.03% Reduce -2.8% 1,234 $305K
Firethorn Wealth Partners, LLC 0.12% New 1,234 $305K
Octavia Wealth Advisors, LLC 0.03% New 1,233 $305K
McCarthy & Cox 0.07% Reduce -34.3% 1,203 $297K
Signaturefd, LLC 0.00% Add +1.9% 1,202 $297K
Nova Wealth Management, Inc. 0.21% Reduce -5.7% 1,201 $297K
Ledgewood Wealth Advisors, LLC 0.18% No change 1,200 $297K
Naples Global Advisors, LLC 0.02% Add +20.0% 1,200 $297K
Beacon Financial Advisory LLC 0.07% Reduce -24.1% 1,200 $297K
Financial Advisors Network, Inc. 0.04% No change 1,190 $294K
Wolverine Trading, LLC 0.01% New 1,188 $293K
Noesis Capital Mangement Corp. 0.05% Add +11.7% 1,180 $292K
Oxler Private Wealth LLC 0.08% No change 1,175 $290K
Burns Matteson Capital Management, LLC 0.12% No change 1,162 $287K
Base Wealth Management LLC 0.16% Add +3.9% 1,157 $286K
Sand Hill Global Advisors, LLC 0.01% No change 1,157 $286K
Triumph Capital Management 0.08% New 1,154 $285K
Flagstar Securities, Inc. 0.09% Reduce -3.4% 1,147 $283K
GAMMA Investing LLC 0.02% No change 1,137 $281K
Strategic Financial Concepts, LLC 0.04% New 1,133 $280K
SteelPeak Wealth, LLC 0.01% Add +11.2% 1,132 $280K
Meeder Advisory Services, Inc. 0.01% Reduce -10.6% 1,126 $278K
First Wilshire Securities Management Inc. 0.07% New 1,120 $277K
Ascentis Independent Advisors 0.05% Add +6.8% 1,114 $275K
Southland Equity Partners LLC 0.06% Add +9.2% 1,109 $274K
Seros Financial, LLC 0.16% New 1,100 $272K
American Institute for Advanced Investment Management, LLP 0.18% No change 1,097 $271K
Droms Strauss Advisors Inc. /Mo/ 0.08% Add +0.2% 1,097 $271K
VCI Wealth Management LLC 0.08% Add +14.3% 1,095 $271K
Prospect Financial Services LLC 0.15% Add +1.9% 1,081 $267K
Sheets Smith Wealth Management 0.03% Reduce -1.2% 1,073 $265K
Aprio Wealth Management, LLC 0.03% New 1,067 $264K
Creative Financial Designs Inc. 0.02% Reduce -28.7% 1,063 $263K
Core Wealth Partners LLC 0.12% New 1,048 $259K
Transcendent Capital Group LLC 0.12% Reduce -0.4% 1,041 $257K
IRON Financial LLC 0.12% New 1,038 $256K
Oder Investment Management, LLC 0.18% New 1,027 $254K
RMR Wealth Builders 0.02% No change 1,025 $253K
Foresight Capital Management Advisors, Inc. 0.14% New 1,021 $252K
McAdam, LLC 0.01% Reduce -3.5% 1,017 $251K
Strategic Wealth Investment Group, LLC 0.02% New 1,016 $251K
Swisher Financial Concepts, Inc. 0.15% Reduce -77.0% 1,007 $249K
Quad-Cities Investment Group, LLC 0.11% New 998 $247K
Granite Harbor Advisors, Inc. 0.10% No change 995 $246K
Keebeck Wealth Management 0.03% Add +4.0% 994 $246K
Verus Capital Partners, LLC 0.02% Reduce -2.1% 993 $246K
Susquehanna International Group, LLP 0.00% Reduce -95.6% 982 $243K
Global Assets Advisory, LLC 0.07% Reduce -46.4% 979 $242K
BostonPremier Wealth LLC 0.12% New 978 $242K
Principle Wealth Partners LLC 0.01% New 971 $240K
Baron Wealth Management LLC 0.08% New 971 $240K
Armstrong Advisory Group, Inc. 0.02% No change 970 $240K
Cedar Mountain Advisors, LLC 0.05% Add +0.4% 969 $239K
Sound Income Strategies, LLC 0.01% Add +209.5% 947 $238K
McGinn Penninger Investment Management, Inc. 0.14% Add +4.2% 395 $237K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 956 $236K
Van Hulzen Asset Management, LLC 0.02% Add +1.8% 953 $236K
Wealth Management Associates, Inc. 0.08% New 951 $235K
TCI Wealth Advisors, Inc. 0.01% New 951 $235K
Global Trust Asset Management, LLC 0.11% Add +2275.0% 950 $235K
Rock Point Advisors, LLC 0.06% New 950 $235K
Soltis Investment Advisors LLC 0.02% Reduce -1.9% 941 $233K
Longview Financial Advisors, Inc. 0.16% Reduce -21.3% 930 $230K
Presilium Private Wealth, LLC 0.04% New 931 $230K
Tiaa Trust, National Association 0.00% New 929 $230K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -87.5% 921 $228K
Kintra Wealth, LLC 0.13% No change 900 $222K
National Philanthropic Trust 0.00% No change 900 $222K
Wealth Dimensions Group, Ltd. 0.05% New 896 $221K
Corepath Wealth Partners LLC 0.16% No change 876 $219K
Advyzon Investment Management, LLC 0.04% New 878 $217K
Ellerson Group Inc. 0.13% New 868 $215K
Ironwood Financial, llc 0.04% New 864 $213K
NewEdge Wealth, LLC 0.00% New 828 $213K
Camelot Portfolios, LLC 0.13% New 857 $212K
Bouchey Financial Group, Ltd. 0.02% New 857 $212K
Ridgeline Wealth Planning, LLC 0.16% New 856 $212K
Moloney Securities Asset Management, LLC 0.03% New 853 $211K
Capital Square, LLC 0.11% New 848 $210K
Willis Johnson & Associates, Inc. 0.01% New 844 $209K
Atlantic Union Bankshares Corp 0.00% Add +3.6% 844 $209K
Cary Street Partners Financial LLC 0.01% New 831 $205K
Willow Creek Wealth Management Inc. 0.02% New 827 $204K
NovaPoint Capital, LLC 0.05% New 818 $202K
Vanguard Group Inc. 0.00% New 818 $202K
TD Waterhouse Canada Inc. 0.00% Add +14.3% 802 $199K
Assetmark, Inc. 0.00% Add +37.9% 790 $195K
Clarity Asset Management, Inc. 0.11% Add +33.2% 786 $194K
Golden State Wealth Management, LLC 0.02% Add +2.4% 782 $193K
Millstone Evans Group, LLC 0.12% Add +39.0% 759 $188K
Pier 88 Investment Partners LLC 0.19% Reduce -66.7% 700 $173K
Wealthspire Advisors, LLC 0.00% New 678 $168K
Chesapeake Asset Management LLC 0.14% No change 646 $160K
Blue Trust, Inc. 0.00% Add +450.0% 616 $152K
TCTC Holdings, LLC 0.00% No change 612 $151K
First PREMIER Bank 0.03% No change 611 $151K
Cascades Capital Asset Management, LLC 0.07% Add +0.2% 606 $150K
American National Bank & Trust 0.01% New 600 $148K
Trust Co. of Vermont 0.01% Reduce -27.5% 569 $141K
Vermillion Wealth Management, Inc. 0.04% Add +1.1% 568 $140K
Whittier Trust Co. 0.00% No change 556 $138K
Medallion Wealth Advisors, LLC 0.05% Add +1.1% 545 $135K
Colonial Trust Co / SC 0.02% New 530 $131K
Rakuten Securities, Inc. 0.05% Reduce -54.5% 523 $129K
Truvestments Capital LLC 0.02% Add +1.4% 506 $125K
JPL Wealth Management, LLC 0.03% New 500 $124K
Belvedere Trading LLC 0.01% Add +0.0% 500 $124K
Keener Financial Planning LLC 0.06% No change 493 $121K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -1.0% 484 $120K
Key Financial Inc 0.02% No change 466 $116K
Fairway Wealth LLC 0.03% No change 464 $115K
Ashton Thomas Securities, LLC 0.02% Reduce -11.4% 458 $113K
Pacific Center for Financial Services 0.03% Add +3.8% 442 $109K
Legacy Wealth Managment, LLC 0.05% Reduce -14.0% 430 $106K
NFSG Corp 0.02% Reduce -4.0% 428 $106K
Tsfg, LLC 0.02% No change 416 $103K
Brown Brothers Harriman & Co. 0.00% Reduce -48.6% 415 $103K
Franklin Resources Inc. 0.00% Reduce -3.1% 411 $102K
FSA Wealth Management LLC 0.04% Add +0.2% 410 $101K
Richardson Capital Management LLC 0.04% Add +8.1% 347 $86K
LGT Financial Advisors LLC 0.18% No change 341 $84K
Toronto Dominion Bank 0.00% Add +52.0% 336 $83K
Parkside Financial Bank & Trust 0.01% New 333 $82K
Mark Sheptoff Financial Planning, LLC 0.04% Add +49.3% 324 $80K
Gould Capital, LLC 0.05% Reduce -35.1% 318 $79K
Delos Wealth Advisors, LLC 0.05% Add +320.0% 315 $78K
Financial Gravity Asset Management, Inc. 0.01% — 300 $74K
ROSS\JOHNSON & Associates LLC 1.24% Add +23.1% 266 $66K
RMG Wealth Management LLC 0.01% No change 261 $65K
Addison Advisors LLC 0.01% No change 254 $63K
DHJJ Financial Advisors, Ltd. 0.02% New 253 $63K
UMB Bank, n.a. 0.00% No change 250 $62K
St Germain D J Co. Inc. 0.00% No change 238 $59K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 236 $58K
Lanark Financial, Inc. 0.00% No change 231 $57K
Hurley Capital, LLC 0.03% Add +3114.3% 225 $56K
Park Place Capital Corp 0.01% Add +0.5% 219 $54K
Wealth Watch Advisors, INC 0.02% New 216 $53K
BOK Financial Private Wealth, Inc. 0.00% No change 212 $52K
Founders Capital Management 0.03% No change 200 $49K
CVA Family Office, LLC 0.01% No change 200 $49K
Rosenberg Matthew Hamilton 0.01% No change 190 $47K
Hughes Financial Services, LLC 0.01% No change 176 $45K
Plante Moran Financial Advisors, LLC 0.00% No change 180 $44K
Fifth Third Bancorp 0.00% Reduce -50.3% 178 $44K
Cape Investment Advisory, Inc. 0.04% Reduce -93.3% 176 $44K
BankPlus Trust Department 0.01% No change 172 $43K
Mather Group, Llc. 0.00% New 168 $42K
AlphaCore Capital LLC 0.00% Reduce -13.7% 164 $41K
Glen Eagle Advisors, LLC 0.01% Add +1.9% 159 $39K
HHM Wealth Advisors, LLC 0.00% No change 153 $38K
Crews Bank & Trust 0.01% No change 150 $37K
Strategic Wealth Partners, Ltd. 0.00% New 149 $37K
Robbins Farley 0.02% Add +37.4% 147 $36K
Pflug Koory, LLC 0.02% No change 140 $35K
Hantz Financial Services, Inc. 0.00% Reduce -21.1% 138 $34K
Beacon Capital Management, Inc. 0.00% Reduce -35.7% 135 $33K
Abich Financial Wealth Management LLC 0.01% — 127 $31K
Imprint Wealth LLC 0.10% — 124 $31K
Financial Management Professionals, Inc. 0.00% Reduce -23.9% 118 $29K
Trust Co. of Toledo NA 0.00% New 115 $28K
Signature Resources Capital Management, LLC 0.02% No change 114 $28K
CKW Financial Group 0.00% Add +5.7% 111 $28K
SWAN Capital LLC 0.01% No change 111 $27K
IMA Advisory Services, Inc. 0.00% No change 109 $27K
New Millennium Group LLC 0.01% Add +671.4% 108 $27K
Quest 10 Wealth Builders, Inc. 0.02% No change 104 $26K
Wolff Wiese Magana LLC 0.01% New 104 $26K
Jackson Hole Capital Partners, LLC 0.00% New 103 $25K
Silicon Valley Capital Partners 0.00% Reduce -56.6% 101 $25K
Whittier Trust Co. of Nevada Inc. 0.00% No change 100 $25K
Indiana Trust & Investment Management Co 0.01% No change 100 $25K
Pinnacle Bancorp, Inc. 0.01% No change 100 $25K
LRI Investments, LLC 0.00% No change 100 $25K
CBIZ Investment Advisory Services, LLC 0.00% No change 99 $24K
Capital Advisors, Ltd. LLC 0.00% Add +653.9% 98 $24K
Tripletail Wealth Management, LLC 0.03% New 94 $24K
WealthShield Partners, LLC 0.00% No change 92 $23K
Bulwark Capital Corp 0.02% Add +9.8% 90 $22K
Coston, McIsaac & Partners 0.01% Add +20.0% 90 $22K
MassMutual Private Wealth & Trust, FSB 0.00% No change 89 $22K
Fairman Group, LLC 0.02% No change 79 $20K
DiNuzzo Private Wealth, Inc. 0.00% No change 75 $18K
Redmont Wealth Advisors LLC 0.02% New 68 $17K
CENTRAL TRUST Co 0.00% No change 63 $16K
Beaird Harris Wealth Management, LLC 0.00% No change 62 $15K
Raleigh Capital Management Inc. 0.01% No change 62 $15K
Optimum Investment Advisors 0.01% No change 59 $15K
Creekmur Asset Management LLC 0.00% Reduce -82.6% 56 $14K
Bear Mountain Capital, Inc. 0.00% No change 51 $13K
Proathlete Wealth Management LLC 0.00% Add +19.1% 50 $12K
New England Capital Financial Advisors LLC 0.01% No change 48 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 47 $12K
Main Street Group, LTD 0.00% New 43 $11K
Albion Financial Group 0.00% Add +14.7% 39 $10K
Pacifica Partners Inc. 0.00% No change 38 $9K
Elevation Wealth Partners, LLC 0.00% No change 36 $9K
Tradewinds Capital Management, LLC 0.00% Add +2.9% 36 $9K
Bellevue Asset Management, LLC 0.00% No change 34 $8K
Alerus Financial NA 0.00% No change 34 $8K
DecisionPoint Financial, LLC 0.00% No change 33 $8K
Rossby Financial, LCC 0.00% Add +65.0% 33 $8K
Pineridge Advisors LLC 0.00% No change 30 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $7K
Valley National Advisers Inc. 0.00% Add +150.0% 30 $7K
MGB Wealth Management, LLC 0.00% No change 28 $7K
Essential Partners LLC 0.00% Add +22.7% 27 $7K
MTM Investment Management, LLC 0.00% No change 27 $7K
IMG Wealth Management, Inc. 0.00% New 25 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 25 $6K
Anfield Capital Management, LLC 0.00% No change 21 $5K
Cherry Tree Wealth 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
Ameriflex Group, Inc. 0.00% Reduce -99.5% 18 $4K
Davis Capital Management 0.00% — 18 $4K
Caitlin John, LLC 0.00% New 17 $4K
Bridge Generations Wealth Management LLC 0.00% No change 16 $4K
Mb, Levis & Associates, LLC 0.00% New 12 $3K
Provenance Wealth Advisors, LLC 0.00% New 11 $3K
Financial Perspectives, Inc 0.00% No change 11 $3K
Foster Dykema Cabot & Partners, LLC 0.00% New 10 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 9 $2K
Darwin Wealth Management, LLC 0.00% New 9 $2K
Strengthening Families & Communities, LLC 0.00% No change 10 $2K
Front Row Advisors LLC 0.00% No change 7 $2K
Manchester Capital Management LLC 0.00% No change 6 $1K
SOA Wealth Advisors, LLC. 0.00% No change 6 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 6 $1K
Winthrop Capital Management, LLC 0.00% New 4 $1K
DB Fitzpatrick & Co, Inc 0.00% No change 3 $741
Eukles Asset Management 0.00% No change 3 $741
HighMark Wealth Management LLC 0.00% New 2 $581
Financial Life Planners 0.00% New 2 $495
Pinney & Scofield, Inc. 0.00% No change 2 $494
Wagner Wealth Management, LLC 0.00% No change 1 $247
Carolina Wealth Advisors, LLC 0.00% New 1 $247
Strategic Advocates LLC 0.00% New 1 $247
Frazier Financial Advisors, LLC 0.00% No change 1 $222

"% of holder's portfolio" is QQQM's weight in each manager's 13F, not the share of Invesco Nasdaq 100 ETF the manager owns.