Invesco Nasdaq 100 ETFQQQMETF
13F holders, Q4 2025 (December 31)1,190holders +156
127new positions
44sold out
4famous investors
$250.95avg. 13F price*
At the end of Q4 2025, 1,190 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 156 from Q3 2025. 127 opened new positions and 44 sold out. The largest holders were Invesco Ltd. ($2.9B), LPL Financial LLC ($2.7B) and Envestnet Asset Management Inc. ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Invesco Nasdaq 100 ETF
- CUSIP
- 46138G649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 127 | $298.4M |
| Exits | 44 | $464.0M |
All 13F filers, Q3 2025 → Q4 2025: 13,261,574 shares bought and 6,104,814 shares sold, net +7,156,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,190 holders
| Invesco Ltd. | 0.28% | Add +4.2% | 11,653,647 | $2.9B |
| LPL Financial LLC | 0.74% | Add +9.8% | 10,725,891 | $2.7B |
| Envestnet Asset Management Inc. | 0.55% | Reduce -1.4% | 7,380,169 | $1.9B |
| First Command Advisory Services, Inc. | 8.37% | Reduce -0.6% | 4,747,672 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -9.4% | 4,367,200 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +1.8% | 3,664,198 | $926.7M |
| Migdal Insurance & Financial Holdings Ltd. | 6.74% | Add +3234.6% | 3,098,047 | $783.6M |
| Raymond James Financial Inc. | 0.23% | Add +11.9% | 2,936,996 | $742.8M |
| Jones Financial Companies LLLP | 0.43% | Add +21.6% | 2,779,380 | $703.0M |
| Clal Insurance Enterprises Holdings Ltd | 4.53% | Reduce -28.5% | 2,776,663 | $702.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.89% | Add +5.2% | 2,634,000 | $666.2M |
| Ameriprise Financial Inc. | 0.14% | Add +7.3% | 2,477,756 | $626.8M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -3.6% | 2,264,161 | $572.7M |
| Vantagepoint Investment Advisers LLC | 4.35% | Reduce -1.9% | 2,136,773 | $540.4M |
| Cetera Investment Advisers | 0.58% | Add +15.2% | 2,096,928 | $530.4M |
| Meitav Investment House Ltd. | 6.00% | Add +10.5% | 2,056,044 | $520.0M |
| FMR LLC | 0.03% | Reduce -0.6% | 1,940,759 | $493.7M |
| Royal Bank of Canada | 0.06% | Add +62.9% | 1,286,802 | $325.5M |
| Bank of America Corp. | 0.02% | Reduce -1.1% | 1,192,560 | $301.6M |
| Wealth Enhancement Advisory Services, LLC | 0.41% | Add +3.7% | 1,171,905 | $300.8M |
| Commonwealth Equity Services, LLC | 0.38% | Add +3.7% | 1,126,967 | $285.0M |
| Osaic Holdings, Inc. | 0.40% | Add +6.3% | 1,085,527 | $274.6M |
| Gerber Kawasaki Wealth & Investment Management | 8.25% | Add +5.1% | 934,161 | $236.3M |
| Private Advisor Group, LLC | 1.08% | Add +8.9% | 904,077 | $228.7M |
| Bank of New York Mellon Corp | 0.04% | Add +8.1% | 835,930 | $211.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Reduce -11.8% | 815,484 | $206.3M |
| UBS Group AG | 0.04% | Reduce -9.9% | 758,258 | $191.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.51% | Add +11.8% | 721,406 | $182.5M |
| Bouchey Financial Group, Ltd. | 11.15% | Add +68507.2% | 587,964 | $148.7M |
| Nissay Asset Management Corp. /Japan | 0.76% | No change | 578,345 | $146.3M |
| Bank of Nova Scotia | 0.19% | Reduce -6.0% | 501,567 | $126.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.9% | 493,966 | $124.9M |
| Cerity Partners LLC | 0.18% | Add +20.5% | 492,190 | $124.5M |
| Mizuho Bank, Ltd. | 14.60% | Reduce -24.6% | 485,000 | $122.7M |
| Mariner, LLC | 0.14% | Add +7.5% | 457,299 | $115.7M |
| Sax Wealth Advisors, LLC | 5.28% | Add +10.3% | 443,394 | $112.1M |
| Hollencrest Capital Management | 3.88% | Add +0.8% | 442,651 | $112.0M |
| MML Investors Services, LLC | 0.27% | Reduce -12.8% | 439,316 | $111.1M |
| Main Management Fund Advisors LLC | 9.90% | Add +25.2% | 429,200 | $108.6M |
| Schroder Investment Management Group | 0.08% | Add +99.7% | 415,741 | $106.0M |
| Banco Santander, S.A. | 0.79% | Reduce -1.9% | 417,000 | $105.5M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -46.7% | 388,016 | $98.1M |
| Norinchukin Bank, The | 1.14% | Add +225.2% | 387,000 | $97.9M |
| Provida Pension Fund Administrator | 1.68% | Add +50.8% | 384,443 | $97.2M |
| Composition Wealth, LLC | 1.39% | Add +8.8% | 384,096 | $97.1M |
| HighTower Advisors, LLC | 0.11% | Add +25.0% | 384,040 | $97.1M |
| Taiyo Life Insurance Co. | 8.29% | No change | 383,000 | $96.9M |
| Summit Financial, LLC | 1.27% | Reduce -2.1% | 342,229 | $86.6M |
| Cwm, LLC | 0.23% | Add +40.0% | 337,950 | $85.5M |
| US Bancorp \de | 0.10% | Add +11.2% | 327,811 | $82.9M |
| Janus Henderson Group PLC | 0.04% | Reduce -6.9% | 309,798 | $78.4M |
| Equitable Holdings, Inc. | 0.52% | Add +3.8% | 302,405 | $76.5M |
| Total Investment Management Inc. | 9.69% | Reduce -0.5% | 298,687 | $75.5M |
| Integrated Wealth Concepts LLC | 0.87% | Add +3.2% | 288,293 | $72.9M |
| Ieq Capital, LLC | 0.22% | Add +4.6% | 285,758 | $72.3M |
| Western Wealth Management, LLC | 3.32% | Add +28.3% | 284,358 | $71.9M |
| Paragon Advisors, LLC | 18.53% | New | 269,648 | $68.2M |
| Cornerstone Planning Group LLC | 10.55% | Add +0.1% | 259,396 | $67.6M |
| Bogart Wealth, LLC | 2.68% | Reduce -0.6% | 264,134 | $66.8M |
| Gradient Investments LLC | 1.06% | Add +3.3% | 264,052 | $66.8M |
| Kestra Advisory Services, LLC | 0.26% | Add +20.8% | 252,396 | $63.8M |
| One Day In July LLC | 5.18% | Add +3.1% | 249,241 | $63.0M |
| Payden & Rygel | 4.27% | No change | 242,572 | $61.4M |
| Scarborough Advisors, LLC | 9.96% | Add +0.0% | 233,361 | $59.0M |
| Cresset Asset Management, LLC | 0.24% | Reduce -0.3% | 225,481 | $57.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +1.5% | 216,780 | $55.3M |
| Exchange Traded Concepts, LLC | 0.46% | Add +17.9% | 216,233 | $54.7M |
| Denver Wealth Management, Inc. | 19.03% | Add +1.2% | 212,334 | $53.7M |
| Wealthfront Advisers LLC | 0.12% | Add +214.2% | 212,010 | $53.6M |
| Whelan Financial | 16.66% | Reduce -2.3% | 210,801 | $53.3M |
| Truist Financial Corp. | 0.07% | Add +0.1% | 210,797 | $53.3M |
| Sanctuary Advisors, LLC | 0.28% | Add +110.6% | 203,559 | $51.5M |
| Waddell & Associates, LLC | 3.36% | Reduce -0.7% | 197,090 | $49.8M |
| Altfest L J & Co. Inc. | 5.35% | Reduce -2.6% | 193,159 | $48.9M |
| Main Management LLC | 3.51% | Add +0.4% | 192,645 | $48.7M |
| Syntegra Private Wealth Group, LLC | 4.34% | Reduce -4.0% | 186,738 | $47.2M |
| Rational Advisors, Inc. | 4.99% | Reduce -12.3% | 181,257 | $45.8M |
| Betterment LLC | 0.08% | Add +13.0% | 174,080 | $44.0M |
| Stratos Wealth Partners, LTD. | 0.50% | Add +7.2% | 172,865 | $43.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Add +6.1% | 170,675 | $43.2M |
| IHT Wealth Management, LLC | 1.03% | Add +3.4% | 166,868 | $42.2M |
| NewEdge Advisors, LLC | 0.15% | Add +4.9% | 164,805 | $41.7M |
| Mainstay Capital Management LLC | 3.13% | Add +5.1% | 161,684 | $40.9M |
| Tobias Financial Advisors, Inc. | 5.57% | Reduce -1.6% | 155,847 | $39.4M |
| EdgeRock Capital LLC | 10.41% | Add +2.5% | 154,578 | $39.1M |
| Verde Capital Management | 8.32% | Add +1.3% | 154,340 | $39.0M |
| Fusion Family Wealth, LLC | 2.92% | Add +1.5% | 152,365 | $38.5M |
| Arthur M. Cohen & Associates, LLC | 6.16% | Reduce -0.1% | 149,171 | $37.7M |
| TruWealth Advisors, LLC | 1.84% | Reduce -11.2% | 148,949 | $37.7M |
| AQR Capital Management | 0.02% | Add +16.2% | 147,479 | $37.3M |
| Highland Financial Advisors, LLC | 10.29% | Add +1.6% | 146,715 | $37.1M |
| Smith Chas P & Associates Pa Cpas | 1.94% | Add +71.3% | 145,736 | $36.9M |
| Lodestar Private Asset Management LLC | 3.69% | Add +0.5% | 145,409 | $36.8M |
| Foguth Wealth Management, LLC. | 5.70% | — | 145,552 | $36.7M |
| 360 Financial, Inc. | 11.02% | Add +5.8% | 144,124 | $36.5M |
| EP Wealth Advisors, LLC | 0.19% | — | 142,501 | $36.0M |
| Bank Hapoalim BM | 3.23% | No change | 142,000 | $35.9M |
| D'Orazio & Associates, Inc. | 4.58% | Reduce -0.4% | 141,713 | $35.8M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +3.0% | 140,055 | $35.4M |
| Focus Partners Wealth | 0.04% | Add +12.9% | 139,770 | $35.3M |
| Frank, Rimerman Advisors LLC | 2.23% | Reduce -46.1% | 139,314 | $35.2M |
| Axxcess Wealth Management, LLC | 0.63% | Add +121.3% | 138,874 | $35.1M |
| Financial Partners Group, Inc | 3.94% | Add +2.8% | 133,201 | $34.1M |
| Hamilton Capital Partners Inc. | 1.25% | Add +37.4% | 134,465 | $34.0M |
| Stewardship Advisors, LLC | 7.83% | Reduce -2.6% | 133,893 | $33.9M |
| JPMorgan Chase & Co. | 0.00% | Add +61.9% | 133,225 | $33.7M |
| Adamsbrown Wealth Consultants LLC | 9.22% | Reduce -1.0% | 130,913 | $33.1M |
| KPP Advisory Services LLC | 4.72% | Reduce -1.8% | 128,573 | $32.5M |
| Waterloo Capital, L.P. | 2.32% | Reduce -0.1% | 127,017 | $32.1M |
| Thoroughbred Financial Services, LLC | 1.88% | Add +11.2% | 125,273 | $31.7M |
| Kingsview Wealth Management, LLC | 0.45% | Reduce -0.6% | 124,358 | $31.5M |
| Prosperity Consulting Group, LLC | 1.41% | Add +0.3% | 124,274 | $31.4M |
| Stifel Financial Corp. | 0.03% | Add +3.2% | 123,761 | $31.3M |
| Apriem Advisors | 2.86% | Add +2.4% | 123,049 | $31.1M |
| Sterling Investment Counsel, LLC | 8.80% | Reduce -0.3% | 121,400 | $30.7M |
| Citizens Financial Group Inc. | 0.41% | Add +31.4% | 120,630 | $30.5M |
| Global Retirement Partners, LLC | 0.54% | Add +18.9% | 120,329 | $30.4M |
| Whitaker-Myers Wealth Managers, LTD. | 6.16% | Reduce -9.0% | 116,700 | $29.5M |
| IFG Advisors, LLC | 4.91% | Add +0.2% | 116,597 | $29.5M |
| RFG Advisory, LLC | 0.55% | Add +0.1% | 116,289 | $29.4M |
| JP Wealth Management, Inc. | 20.57% | Add +2.9% | 115,062 | $29.1M |
| Integrated Capital Management, LLC | 12.35% | Add +2.4% | 113,507 | $28.7M |
| Horizon Wealth Management, LLC | 4.42% | Reduce -0.0% | 112,439 | $28.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.3% | 110,000 | $27.8M |
| Hudock, Inc. | 4.09% | Add +4.1% | 109,821 | $27.8M |
| ACT Advisors, LLC. | 10.85% | Reduce -0.6% | 108,850 | $27.5M |
| Adapt Wealth Advisors, LLC | 9.41% | Add +11.8% | 108,117 | $27.3M |
| NorthRock Partners, LLC | 0.46% | Add +3190.7% | 107,902 | $27.3M |
| Global Wealth Strategies & Associates | 6.71% | Reduce -3.4% | 106,445 | $26.9M |
| Leith Wheeler Investment Counsel Ltd. | 2.01% | Reduce -26.6% | 106,140 | $26.8M |
| Latko Wealth Management, Ltd. | 13.04% | Reduce -2.8% | 105,336 | $26.6M |
| Affinity Wealth LLC | 18.22% | Add +7.1% | 105,247 | $26.6M |
| AAF Wealth Management, LLC | 11.18% | Add +6.3% | 104,860 | $26.5M |
| AllGen Financial Advisors, Inc. | 6.26% | Add +3.1% | 104,323 | $26.4M |
| B&D White Capital Company, LLC | 3.01% | Reduce -12.3% | 102,607 | $26.0M |
| StoneX Group Inc. | 1.12% | Add +5.0% | 101,788 | $25.7M |
| SOL Capital Management CO | 2.30% | Reduce -21.7% | 101,022 | $25.6M |
| Asset Allocation Strategies LLC | 4.63% | Add +0.7% | 98,969 | $25.0M |
| Brookstone Capital Management | 0.28% | Add +30.4% | 97,799 | $24.7M |
| Prudential PLC | 0.20% | New | 97,500 | $24.7M |
| Advisors Preferred, LLC | 3.98% | No change | 96,740 | $24.4M |
| Modern Wealth Management, LLC | 0.44% | Add +4.5% | 95,225 | $24.1M |
| Hill Island Financial LLC | 5.67% | Add +2.8% | 93,637 | $23.7M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +12.7% | 92,070 | $23.3M |
| Atlas Legacy Advisors, LLC | 4.07% | Add +11.0% | 91,693 | $23.2M |
| Hunter Associates Investment Management LLC | 3.02% | Add +7.4% | 88,984 | $22.6M |
| Oppenheimer & Co. Inc. | 0.32% | Add +10.5% | 88,729 | $22.4M |
| World Investment Advisors | 0.36% | Add +8.1% | 86,207 | $21.8M |
| United Capital Financial Advisors, LLC | 0.13% | New | 86,022 | $21.8M |
| Farther Finance Advisors, LLC | 0.23% | Add +34.7% | 85,731 | $21.7M |
| Running Point Capital Advisors, LLC | 5.91% | Add +5.0% | 85,718 | $21.7M |
| Creative Planning | 0.02% | Add +12.0% | 84,380 | $21.3M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +6.0% | 83,370 | $21.1M |
| Diversified Enterprises, LLC | 1.24% | Reduce -1.5% | 82,645 | $20.9M |
| VestGen Advisors, LLC | 0.88% | Reduce -3.4% | 81,406 | $20.6M |
| Ancora Advisors LLC | 0.42% | Reduce -8.9% | 80,253 | $20.3M |
| Rollins Financial Advisors, LLC | 2.95% | Add +16.0% | 79,408 | $20.1M |
| Clark Wealth Partners | 12.17% | No change | 79,013 | $20.0M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +39.8% | 77,334 | $19.6M |
| Anchor Investment Management, LLC | 1.58% | Add +83.3% | 77,109 | $19.5M |
| Marmo Financial Group, LLC | 9.20% | Reduce -1.8% | 76,818 | $19.4M |
| Level Four Advisory Services, LLC | 0.63% | Reduce -0.3% | 76,537 | $19.4M |
| Global View Capital Management LLC | 3.60% | Add +1.5% | 76,400 | $19.3M |
| Solano Wealth Investment Advisors LLC | 9.57% | Reduce -7.5% | 76,323 | $19.3M |
| Focus Financial Network, Inc. | 0.67% | Add +4.6% | 76,249 | $19.3M |
| Jackson Wealth Management, LLC | 1.87% | Add +3.0% | 75,888 | $19.2M |
| Transamerica Financial Advisors, LLC | 1.56% | Reduce -7.2% | 73,920 | $18.7M |
| Natixis Advisors, LLC | 0.03% | Add +497.1% | 73,246 | $18.5M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +4.8% | 73,040 | $18.5M |
| Gladstone Institutional Advisory LLC | 0.70% | Reduce -10.6% | 72,917 | $18.4M |
| Journey Strategic Wealth LLC | 0.48% | Add +1.6% | 72,574 | $18.4M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +24.4% | 71,425 | $18.1M |
| Asset One Wealth Management LLC | 2.46% | — | 69,686 | $18.0M |
| StoneCrest Wealth Management, Inc. | 7.21% | Add +4.9% | 70,684 | $17.9M |
| Retirement Financial Solutions, LLC | 5.14% | Add +7.1% | 69,361 | $17.5M |
| Jump Financial, LLC | 0.24% | New | 69,175 | $17.5M |
| Bokf, NA | 0.27% | Add +63.0% | 69,029 | $17.5M |
| Atria Investments, Inc | 0.20% | Add +20.6% | 68,756 | $17.4M |
| Sepio Capital, LP | 0.95% | Add +9.9% | 68,595 | $17.3M |
| Forge Financial Services LLC | 7.41% | Add +3.0% | 68,498 | $17.3M |
| MAI Capital Management | 0.10% | Add +7.5% | 68,266 | $17.3M |
| Foundations Investment Advisors, LLC | 0.22% | Add +14.7% | 67,295 | $17.0M |
| Wick Capital Partners, LLC | 3.05% | Add +4.7% | 67,295 | $17.0M |
| Prospera Financial Services Inc | 0.28% | Add +32.5% | 66,876 | $16.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.01% | Add +45.8% | 66,658 | $16.9M |
| Aptus Capital Advisors, LLC | 0.14% | Reduce -76.5% | 66,069 | $16.7M |
| AdvisorShares Investments LLC | 2.74% | New | 64,920 | $16.4M |
| Sunrise Financial Services, LLC | 12.32% | — | 64,643 | $16.3M |
| Bucket List Wealth Management, LLC | 9.67% | — | 64,022 | $16.2M |
| Empire Life Investments Inc. | 0.91% | Reduce -1.5% | 64,000 | $16.2M |
| Principia Wealth Advisory, LLC | 10.11% | Add +1615.9% | 954,798 | $16.2M |
| CoreCap Advisors, LLC | 0.56% | Reduce -8.2% | 63,912 | $16.2M |
| Investment Planning Advisors, Inc. | 4.69% | Reduce -11.7% | 63,654 | $16.1M |
| Secure Asset Management, LLC | 2.53% | Add +3.1% | 63,635 | $16.1M |
| Arete Wealth Advisors, LLC | 1.08% | Add +54.8% | 61,571 | $15.6M |
| Lido Advisors, LLC | 0.06% | Reduce -45.3% | 60,708 | $15.3M |
| Future Financial Wealth Managment LLC | 10.25% | Add +13.2% | 60,860 | $15.2M |
| Oasis Advisors, LLC | 7.90% | — | 58,966 | $14.9M |
| Compass Financial Services Inc | 6.31% | Add +3.4% | 57,912 | $14.6M |
| Modus Advisors, LLC | 3.83% | Reduce -14.3% | 57,467 | $14.5M |
| Capstone Wealth Management Group, LLC | 6.08% | Add +45.9% | 57,346 | $14.5M |
| Avior Wealth Management, LLC | 0.45% | Add +0.0% | 57,256 | $14.5M |
| Cooper Capital Advisors LLC | 9.05% | Add +0.8% | 56,828 | $14.4M |
| Carroll Advisory Group, LLC | 6.17% | — | 56,409 | $14.3M |
| Drake & Associates, LLC | 2.84% | Add +12.4% | 56,281 | $14.2M |
| Citigroup Inc. | 0.01% | Add +29.8% | 56,140 | $14.2M |
| FIL Ltd | 0.01% | No change | 55,224 | $14.0M |
| Vicus Capital | 1.05% | Add +9.3% | 55,376 | $14.0M |
| Q3 Asset Management | 3.20% | Add +437.2% | 55,308 | $14.0M |
| Rovin Capital /Ut/ | 3.70% | Add +16.8% | 55,087 | $13.9M |
| Merit Financial Group, LLC | 0.11% | Reduce -39.8% | 54,089 | $13.7M |
| CAP Partners, LLC | 7.71% | Reduce -0.4% | 53,803 | $13.6M |
| Analyst IMS Investment Management Services Ltd. | 0.39% | Add +14.3% | 52,990 | $13.4M |
| Wall Street Financial Group, Inc. | 9.66% | Add +0.0% | 52,399 | $13.3M |
| Roundview Capital LLC | 0.80% | Add +5.7% | 51,524 | $13.0M |
| Helios Capital Management Pte. Ltd. | 8.91% | No change | 51,300 | $13.0M |
| Fortis Group Advisors, LLC | 2.16% | Reduce -41.5% | 50,285 | $12.9M |
| Galvin, Gaustad & Stein, LLC | 1.02% | Add +1046.7% | 50,843 | $12.9M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +14.6% | 49,391 | $12.5M |
| Harbor Capital Advisors, Inc. | 0.96% | New | 49,050 | $12.4M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +16.5% | 48,954 | $12.4M |
| Spectrum Wealth Advisory Group, LLC | 4.55% | Add +2.5% | 48,913 | $12.4M |
| Silver Oak Securities, Incorporated | 0.83% | Reduce -14.6% | 48,413 | $12.3M |
| Woodard & Co. Asset Management Group Inc. | 1.95% | Add +4.2% | 48,765 | $12.3M |
| Baring Financial LLC | 7.44% | Add +415.1% | 48,314 | $12.2M |
| Bauman Advisory Group, LLC | 9.80% | — | 48,094 | $12.2M |
| Petix & Botte Co | 2.73% | Add +15.4% | 47,512 | $12.0M |
| Walker Financial Services, Inc. | 4.35% | Add +46.9% | 47,435 | $12.0M |
| Carter Financial Group, INC. | 7.10% | Add +1.4% | 47,335 | $12.0M |
| Sims Investment Management, LLC | 4.21% | Add +0.0% | 47,149 | $11.9M |
| Enclave Advisors LLC | 1.68% | Add +36.0% | 46,847 | $11.8M |
| URS Advisory LLC | 9.76% | — | 46,437 | $11.7M |
| Visionary Wealth Advisors | 0.52% | Add +2.1% | 45,911 | $11.6M |
| Dogwood Wealth Management LLC | 5.04% | Add +6.4% | 45,261 | $11.4M |
| Rehmann Capital Advisory Group | 0.60% | Add +1.6% | 45,202 | $11.4M |
| Keybank National Association | 0.04% | Add +9.0% | 44,661 | $11.3M |
| Highline Wealth Partners LLC | 3.16% | Add +7.9% | 44,354 | $11.2M |
| Lowery Thomas, LLC | 6.30% | Reduce -4.0% | 44,110 | $11.2M |
| Procyon Advisors, LLC | 0.55% | New | 43,905 | $11.1M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +1.3% | 43,694 | $11.1M |
| Strategent Financial, LLC | 6.96% | Add +7.3% | 43,503 | $11.0M |
| Advisors Capital Management, LLC | 0.13% | Reduce -1.9% | 43,197 | $10.9M |
| Rooted Wealth Advisors, Inc. | 3.04% | Add +18.1% | 43,343 | $10.8M |
| AlTi Global, Inc. | 0.23% | No change | 42,200 | $10.7M |
| Sage Mountain Advisors LLC | 0.57% | Reduce -0.4% | 42,171 | $10.7M |
| SG Americas Securities, LLC | 0.01% | No change | 41,863 | $10.6M |
| Geneos Wealth Management Inc. | 0.26% | Add +90.1% | 41,860 | $10.6M |
| GenTrust, LLC | 0.46% | Add +17.0% | 41,789 | $10.6M |
| Sowell Financial Services LLC | 0.38% | Add +10.4% | 40,795 | $10.3M |
| Tradition Wealth Management, LLC | 0.73% | Add +19.8% | 40,437 | $10.2M |
| Retirement Management Systems Inc. | 2.60% | — | 40,229 | $10.2M |
| Brandywine Asset Management, Inc. | 7.11% | — | 40,000 | $10.1M |
| Advisory Services Network, LLC | 0.14% | Add +57.4% | 39,985 | $10.1M |
| Prota Financial, LLC | 7.20% | — | 39,508 | $10.0M |
| HighPoint Advisor Group LLC | 0.22% | New | 39,410 | $10.0M |
| IFG Advisory, LLC | 0.43% | Add +68.7% | 39,103 | $9.9M |
| Kovack Advisors, Inc. | 0.47% | Add +1472.1% | 38,940 | $9.8M |
| Congress Park Capital LLC | 2.92% | Add +17.8% | 38,682 | $9.8M |
| Financial Enhancement Group LLC | 1.27% | New | 38,358 | $9.7M |
| RiverFront Investment Group, LLC | 0.16% | Reduce -1.0% | 38,461 | $9.7M |
| Alpha Financial Advisors, LLC | 2.97% | Reduce -2.4% | 38,438 | $9.7M |
| Prevail Innovative Wealth Advisors, LLC | 1.74% | Add +21.3% | 38,423 | $9.7M |
| Tide Cove Capital Partners LLC | 6.63% | Add +0.5% | 37,914 | $9.6M |
| Integrity Wealth Solutions LLC | 3.78% | New | 37,776 | $9.6M |
| Guardian Asset Advisors, LLC | 4.96% | Add +0.2% | 37,679 | $9.5M |
| Capital Developers, LLC | 8.55% | — | 37,723 | $9.5M |
| Trivium Point Advisory, LLC | 0.96% | Reduce -2.1% | 37,706 | $9.5M |
| &partners | 0.05% | Add +5.5% | 37,658 | $9.5M |
| JBR Co Financial Management Inc | 3.99% | Add +1.5% | 37,642 | $9.5M |
| Evensky & Katz LLC | 0.53% | Add +7.8% | 37,473 | $9.5M |
| Financial Security Advisor, Inc. | 1.80% | New | 36,821 | $9.3M |
| Independent Financial Group, LLC | 0.20% | Add +52.0% | 36,283 | $9.2M |
| Winthrop Advisory Group LLC | 0.78% | Add +18.9% | 36,241 | $9.2M |
| Solitude Financial Services | 2.98% | Add +17.4% | 35,748 | $9.0M |
| WBH Advisory Inc. | 0.67% | Reduce -1.9% | 35,553 | $9.0M |
| Central Pacific Bank - Trust Division | 1.14% | Add +14.2% | 35,540 | $9.0M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +1.7% | 35,408 | $9.0M |
| Collaborative Wealth Managment Inc. | 3.14% | Add +1.0% | 35,213 | $8.9M |
| HBW Advisory Services LLC | 0.96% | Add +5.2% | 35,106 | $8.9M |
| Waverly Advisors, LLC | 0.07% | Add +8.4% | 34,320 | $8.7M |
| ORG Partners LLC | 1.54% | Add +24.7% | 34,046 | $8.6M |
| Arax Advisory Partners | 0.25% | New | 33,896 | $8.6M |
| HT Partners LLC | 2.55% | Reduce -0.1% | 33,859 | $8.6M |
| Vance Wealth, LLC | 2.46% | Reduce -2.9% | 32,704 | $8.3M |
| United Advisor Group, LLC | 1.06% | Add +1.8% | 32,682 | $8.3M |
| Barings LLC | 0.16% | Reduce -11.8% | 32,670 | $8.3M |
| Gerber, LLC | 4.58% | Add +79.5% | 32,446 | $8.2M |
| Blue Edge Capital, LLC | 1.10% | Add +40.6% | 32,430 | $8.2M |
| Eddie Patel Inc | 6.03% | — | 32,016 | $8.1M |
| Boyum Wealth Architects LLC | 3.75% | Add +37.2% | 31,305 | $8.0M |
| Raub Brock Capital Management LP | 1.78% | Reduce -1.1% | 31,524 | $8.0M |
| Carnegie Investment Counsel | 0.14% | Reduce -4.9% | 30,880 | $7.8M |
| Calton & Associates, Inc. | 1.13% | Add +13.7% | 30,416 | $7.7M |
| Rolek Wealth Management LLC | 5.21% | Add +58.2% | 30,064 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +23.1% | 29,850 | $7.5M |
| AssuredPartners Investment Advisors, LLC | 1.11% | Add +423.6% | 29,602 | $7.5M |
| Summit Financial Consulting LLC | 5.41% | Add +9.7% | 29,458 | $7.5M |
| First Heartland Consultants, Inc. | 0.56% | Add +21.2% | 29,341 | $7.4M |
| New Wave Wealth Advisors LLC | 2.70% | Reduce -14.5% | 29,197 | $7.4M |
| Echo45 Advisors LLC | 4.21% | Reduce -3.6% | 29,138 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +7.0% | 33,937 | $7.3M |
| Harbour Investments, Inc. | 0.15% | Add +79.6% | 28,667 | $7.3M |
| Mutual Advisors, LLC | 0.15% | Reduce -5.2% | 28,311 | $7.2M |
| Jackson Square Capital, LLC | 1.42% | Add +0.0% | 28,286 | $7.2M |
| Safeguard Investment Advisory Group, LLC | 1.82% | Add +4.8% | 28,145 | $7.1M |
| Belpointe Asset Management LLC | 0.26% | Add +28.5% | 28,131 | $7.1M |
| ATX Financial Planning, LLC | 5.43% | — | 27,848 | $7.0M |
| Aspire Growth Partners LLC | 4.75% | Add +8.0% | 26,953 | $6.8M |
| Signal Advisors Wealth, LLC | 0.54% | Add +26.2% | 26,900 | $6.8M |
| PCG Wealth Advisors, LLC | 1.92% | Add +1.7% | 26,888 | $6.8M |
| Ritter Daniher Financial Advisory LLC / DE | 1.13% | Reduce -0.3% | 26,571 | $6.7M |
| New Perspectives, Inc | 2.31% | Add +19.0% | 26,340 | $6.7M |
| Redwood Financial Network Corp | 4.23% | Add +4.2% | 26,229 | $6.6M |
| SMI Advisory Services, LLC | 1.14% | Add +624.5% | 25,683 | $6.6M |
| Money Concepts Capital Corp. | 0.37% | Add +33.2% | 25,934 | $6.6M |
| Centaurus Financial, Inc. | 0.30% | Reduce -10.2% | 25,709 | $6.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +21.5% | 25,501 | $6.4M |
| Financial Futures Ltd Liability Co. | 2.98% | Add +19.6% | 25,427 | $6.4M |
| Tempo Wealth, LLC | 1.14% | — | 25,321 | $6.4M |
| MPWM Advisory Solutions, LLC | 3.55% | Add +1.8% | 25,180 | $6.4M |
| Total Clarity Wealth Management, Inc. | 1.54% | Add +0.5% | 25,119 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -91.0% | 25,000 | $6.3M |
| Caprock Group, LLC | 0.13% | Add +21.3% | 24,986 | $6.3M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -23.4% | 24,904 | $6.3M |
| National Wealth Management Group, LLC | 2.18% | Reduce -5.6% | 24,887 | $6.3M |
| Avestar Capital, LLC | 0.43% | Add +0.4% | 24,794 | $6.3M |
| Appalachian Capital Management Ltd | 5.02% | — | 24,765 | $6.3M |
| Cornerstone Financial Group, LLC | 4.36% | Add +6.3% | 24,719 | $6.3M |
| OneDigital Investment Advisors LLC | 0.06% | Add +14.6% | 24,639 | $6.2M |
| AGH Wealth Advisors, LLC | 4.66% | Add +0.4% | 24,487 | $6.2M |
| Pine Valley Investments Ltd Liability Co | 0.31% | Reduce -3.6% | 24,491 | $6.2M |
| IFP Advisors, Inc | 0.14% | Add +54.3% | 24,476 | $6.2M |
| Wealth Group Ltd | 1.38% | Add +174.2% | 24,403 | $6.2M |
| BCS Wealth Management | 0.61% | Add +102.1% | 24,017 | $6.1M |
| GeoWealth Management, LLC | 0.22% | Reduce -39.9% | 23,729 | $6.0M |
| Independent Advisor Alliance | 0.14% | Add +11.2% | 23,547 | $6.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +86.6% | 23,297 | $5.9M |
| Prism Advisors, Inc. | 1.56% | Reduce -7.3% | 23,079 | $5.8M |
| Meridian Wealth Management, LLC | 0.20% | Add +22.6% | 22,948 | $5.8M |
| Wbi Investments, LLC | 1.51% | Add +7.0% | 22,943 | $5.8M |
| Tennessee Valley Asset Management Partners | 0.75% | Add +17.5% | 22,798 | $5.8M |
| Graney & King, LLC | 3.36% | Add +10.4% | 22,710 | $5.7M |
| Great Lakes Retirement, Inc. | 0.59% | Add +17.0% | 22,399 | $5.7M |
| Milestones Private Investment Advisors LLC | 3.88% | Reduce -0.5% | 22,335 | $5.6M |
| Lansing Street Advisors | 1.44% | New | 22,168 | $5.6M |
| Lynch Investment Planning, LLC | 5.35% | — | 22,086 | $5.6M |
| Toth Financial Advisory Corp. | 0.60% | Reduce -9.1% | 21,939 | $5.5M |
| WJ Wealth Management, LLC | 2.41% | Add +0.7% | 21,748 | $5.5M |
| Byrne Financial Freedom, LLC | 2.47% | Reduce -0.1% | 21,315 | $5.4M |
| Eldridge Investment Advisors, Inc. | 1.18% | Reduce -23.4% | 21,200 | $5.4M |
| Freestone Capital Holdings, LLC | 0.16% | Add +16.6% | 21,187 | $5.4M |
| Theory Financial LLC | 1.80% | Add +17.3% | 20,753 | $5.3M |
| Premier Private Wealth Management LLC | 5.53% | — | 20,687 | $5.3M |
| Blair William & Co. | 0.01% | Add +11.4% | 20,872 | $5.3M |
| High Note Wealth, LLC | 1.03% | Add +2.9% | 20,831 | $5.3M |
| Strategic Advisors LLC | 0.82% | Add +16.7% | 20,792 | $5.3M |
| Bensler, LLC | 0.53% | Add +1.6% | 20,748 | $5.2M |
| Smith Shellnut Wilson LLC | 2.01% | Add +1.0% | 20,743 | $5.2M |
| Bernardo Wealth Planning LLC | 0.99% | Reduce -3.2% | 20,494 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -1.4% | 20,419 | $5.2M |
| PFG Investments, LLC | 0.24% | Add +11.7% | 20,382 | $5.2M |
| Pearl Planning LLC | 3.12% | — | 20,187 | $5.1M |
| Onyx Bridge Wealth Group LLC | 0.54% | Add +1.5% | 19,996 | $5.1M |
| CVFG LLC | 3.46% | Reduce -0.3% | 19,949 | $5.0M |
| Bison Wealth, LLC | 0.57% | Add +28.9% | 21,035 | $5.0M |
| Investment Advisory Services Group LLC | 4.47% | — | 19,896 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +69.8% | 19,849 | $5.0M |
| WCG Wealth Advisors LLC | 0.14% | Add +8.8% | 19,691 | $5.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 19,301 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +2.9% | 19,162 | $4.8M |
| AlphaCore Capital LLC | 0.11% | Add +11406.1% | 18,870 | $4.8M |
| Faithward Advisors, LLC | 0.69% | Add +3.8% | 18,567 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.25% | Add +186.6% | 18,540 | $4.7M |
| jvl associates llc | 1.52% | Add +39.6% | 18,430 | $4.7M |
| Warner Group LLC | 2.86% | Add +5.7% | 18,341 | $4.6M |
| Cibc World Markets Corp. | 0.02% | — | 18,195 | $4.6M |
| Maridea Wealth Management LLC | 0.69% | Add +12.8% | 18,184 | $4.6M |
| IMG Wealth Management, Inc. | 2.91% | Add +72456.0% | 18,139 | $4.6M |
| Segment Wealth Management, LLC | 0.27% | New | 18,130 | $4.6M |
| Worth Asset Management, LLC | 1.94% | Reduce -13.1% | 18,044 | $4.6M |
| Trademark Financial Management, LLC | 2.51% | Add +371.7% | 18,001 | $4.6M |
| SBI Securities Co., Ltd. | 0.12% | Add +13.1% | 17,924 | $4.5M |
| Cabot Wealth Management Inc. | 0.50% | Add +6.9% | 17,922 | $4.5M |
| PAX Financial Group, LLC | 0.78% | Add +6.3% | 17,773 | $4.5M |
| Corient Private Wealth LP | 0.01% | Add +27.1% | 17,766 | $4.5M |
| Retirement Planning Group, LLC / NY | 3.04% | Add +15.1% | 17,633 | $4.5M |
| Omnitrust Wealth Management, Inc | 5.66% | — | 17,606 | $4.5M |
| Atlas Private Wealth Advisors | 1.04% | Add +6.8% | 17,546 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.6% | 17,280 | $4.4M |
| San Luis Wealth Advisors LLC | 0.73% | Add +10.4% | 17,209 | $4.4M |
| National Philanthropic Trust | 0.04% | Add +1805.4% | 17,149 | $4.3M |
| Madison Wealth Partners, Inc | 0.78% | Add +5.9% | 16,883 | $4.3M |
| Bank of Montreal | 0.00% | Add +7.8% | 16,807 | $4.3M |
| FineMark National Bank & Trust | 0.13% | Add +57.9% | 16,794 | $4.2M |
| Castle Wealth Management LLC | 1.40% | Reduce -2.7% | 16,757 | $4.2M |
| International Assets Investment Management, LLC | 0.29% | Add +4.0% | 16,732 | $4.2M |
| Maia Wealth LLC | 0.72% | Add +56.2% | 17,067 | $4.2M |
| Westside Investment Management, Inc. | 0.67% | Reduce -3.2% | 16,500 | $4.2M |
| Circle Wealth Management, LLC | 0.06% | Reduce -0.7% | 16,095 | $4.1M |
| Mgo One Seven LLC | 0.08% | Add +15.4% | 16,026 | $4.1M |
| Legacy Capital Wealth Management, LLC | 2.38% | — | 15,546 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +12.3% | 15,536 | $3.9M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +1.9% | 15,482 | $3.9M |
| CPC Advisors, LLC | 0.39% | Reduce -4.6% | 15,383 | $3.9M |
| Coquina Private Wealth LLC | 3.10% | — | 15,316 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.3% | 15,079 | $3.8M |
| Purus Wealth Management, LLC | 1.19% | Add +5.3% | 15,047 | $3.8M |
| Norris Financial Group, LLC | 1.27% | Add +20.0% | 14,726 | $3.7M |
| Principal Securities, Inc. | 0.06% | Add +11.5% | 14,635 | $3.7M |
| Elm3 Financial Group, LLC | 3.00% | Reduce -1.1% | 14,303 | $3.6M |
| Meridian Financial Advisors, LLC | 1.96% | Add +3.4% | 14,223 | $3.6M |
| Bright Financial Advisors, Inc. | 1.69% | Add +14.1% | 14,149 | $3.6M |
| SHUTTLEWORTH & Co | 3.27% | Add +9.0% | 14,141 | $3.6M |
| Turning Point Benefit Group, Inc. | 1.85% | Add +19.8% | 14,020 | $3.5M |
| Hegarty Advisors, LLC | 3.06% | — | 13,948 | $3.5M |
| Sulzberger Capital Advisors, Inc. | 3.55% | Add +3.5% | 13,902 | $3.5M |
| Round Rock Advisors LLC | 0.53% | Add +0.2% | 13,892 | $3.5M |
| Brown Financial Advisors | 1.28% | Reduce -0.9% | 13,880 | $3.5M |
| Landmark Wealth Management, LLC | 1.34% | Reduce -2.5% | 13,874 | $3.5M |
| Virtue Capital Management, LLC | 0.54% | Reduce -55.8% | 13,887 | $3.5M |
| Regal Investment Advisors LLC | 0.21% | New | 13,840 | $3.5M |
| Correct Capital Wealth Management | 0.66% | Add +86.3% | 13,832 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 13,792 | $3.5M |
| One Capital Management, LLC | 0.10% | Add +9.0% | 13,733 | $3.5M |
| BKM Wealth Management, LLC | 1.26% | New | 13,676 | $3.5M |
| Intrua Financial, LLC | 0.38% | Add +6.2% | 13,624 | $3.4M |
| Commonwealth Financial Services, LLC | 0.56% | Reduce -1.9% | 13,372 | $3.4M |
| SCS Capital Management LLC | 0.04% | Reduce -14.1% | 13,271 | $3.4M |
| Alchemi Wealth, LLC | 1.83% | — | 13,228 | $3.3M |
| Cordoba Advisory Partners LLC | 0.82% | — | 13,180 | $3.3M |
| JGP Wealth Management, LLC | 0.35% | Add +25.0% | 13,173 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1326.1% | 13,134 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.40% | Reduce -8.9% | 13,105 | $3.3M |
| TSG Advice Partners, LLC | 0.51% | — | 13,090 | $3.3M |
| Redhawk Wealth Advisors, Inc. | 0.37% | Add +8.0% | 12,986 | $3.3M |
| Austin Wealth Management, LLC | 0.48% | Add +9.8% | 12,722 | $3.2M |
| Centennial Wealth Advisory LLC | 0.86% | Add +12.3% | 12,803 | $3.2M |
| Luminist Capital LLC | 3.98% | Reduce -58.3% | 12,723 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -12.6% | 12,631 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +223.5% | 12,595 | $3.2M |
| Allen Investment Management, LLC | 0.04% | No change | 12,588 | $3.2M |
| Bestgate Wealth Advisors, LLC | 5.59% | Reduce -2.7% | 12,578 | $3.2M |
| GTS Securities LLC | 0.11% | Reduce -79.3% | 12,565 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 12,533 | $3.2M |
| Luken Investment Analytics, LLC | 1.24% | Reduce -13.1% | 12,448 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +6.8% | 12,431 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +5.9% | 12,413 | $3.1M |
| Bank of New Hampshire | 0.70% | Reduce -2.0% | 12,281 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +56.3% | 12,257 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +62.9% | 12,212 | $3.1M |
| Vise Technologies, Inc. | 0.06% | Add +315.6% | 12,211 | $3.1M |
| PFG Advisors | 0.15% | Reduce -10.2% | 12,207 | $3.1M |
| Mid-American Wealth Advisory Group, Inc. | 1.30% | Reduce -11.9% | 12,166 | $3.1M |
| Silverlake Wealth Management LLC | 0.69% | Add +48.6% | 12,164 | $3.1M |
| Essex Financial Services, Inc. | 0.17% | Add +1.9% | 12,154 | $3.1M |
| Integrity Wealth Advisors, Inc. | 2.14% | Add +691.5% | 12,047 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -14.6% | 11,950 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +3.3% | 11,895 | $3.0M |
| FourThought Financial Partners, LLC | 0.25% | Add +29.8% | 11,877 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +3.0% | 11,874 | $3.0M |
| Invst, LLC | 0.32% | Reduce -0.8% | 11,630 | $2.9M |
| Sandy Cove Advisors, LLC | 0.87% | New | 11,577 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +8.4% | 11,571 | $2.9M |
| Destiny Capital Corp | 1.50% | New | 11,531 | $2.9M |
| Sigma Planning Corp | 0.08% | Add +6.4% | 11,491 | $2.9M |
| Savvy Advisors, Inc. | 0.09% | Add +67.9% | 11,490 | $2.9M |
| Flagship Private Wealth, LLC | 1.13% | Add +37.5% | 11,396 | $2.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -7.0% | 11,372 | $2.9M |
| Allworth Financial LP | 0.01% | Add +15.1% | 11,301 | $2.9M |
| Maripau Wealth Management LLC | 1.31% | Add +3.7% | 11,254 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.3% | 11,189 | $2.8M |
| Next Capital Management LLC | 0.90% | Add +34.0% | 11,175 | $2.8M |
| TD Capital Management LLC | 0.25% | Add +4.8% | 10,933 | $2.8M |
| Connecticut Capital Management Group, LLC | 2.64% | — | 10,909 | $2.8M |
| Avise Financial Cooperative, Inc. | 2.48% | — | 10,790 | $2.7M |
| BankPlus Wealth Management LLC | 1.50% | Add +9.7% | 10,768 | $2.7M |
| GK Wealth Management LLC | 1.99% | Reduce -0.7% | 10,751 | $2.7M |
| Eagle Strategies LLC | 0.35% | Reduce -3.8% | 10,695 | $2.7M |
| Wealth Management Nebraska | 0.31% | Add +20.9% | 10,620 | $2.7M |
| Smith, Moore & Co. | 0.20% | Reduce -47.7% | 10,573 | $2.7M |
| Heritage Oak Wealth Advisors LLC | 0.98% | Add +649.2% | 10,504 | $2.7M |
| Keystone Wealth Services, LLC | 0.56% | Reduce -12.1% | 10,500 | $2.7M |
| Nwam LLC | 0.15% | Add +0.1% | 10,406 | $2.6M |
| Certuity, LLC | 0.17% | Add +5.0% | 10,403 | $2.6M |
| Balentine LLC | 0.10% | No change | 10,389 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.6% | 10,376 | $2.6M |
| Florida Financial Advisors, LLC | 0.70% | Add +10.7% | 10,209 | $2.6M |
| Dougherty & Associates, LLC | 2.29% | — | 10,121 | $2.6M |
| Marshall Financial Group, LLC | 0.50% | Add +36.3% | 10,096 | $2.6M |
| Comerica Bank | 0.01% | Add +0.0% | 10,075 | $2.5M |
| LWM Advisory Services, LLC | 1.49% | Reduce -4.9% | 10,064 | $2.5M |
| Balefire, LLC | 0.49% | Reduce -7.0% | 10,019 | $2.5M |
| Redwood Family Wealth LLC | 2.50% | — | 10,009 | $2.5M |
| Wedbush Securities Inc. | 0.07% | Add +75.0% | 9,861 | $2.5M |
| Garton & Associates Financial Advisors LLC | 1.42% | — | 9,767 | $2.5M |
| Zhang Financial LLC | 0.09% | Add +4.4% | 9,752 | $2.5M |
| Rede Wealth, LLC | 0.85% | New | 9,703 | $2.5M |
| Twin Tree Management, LP | 0.25% | Reduce -75.8% | 9,616 | $2.4M |
| Private Trust Co. NA | 0.21% | Add +6.6% | 9,593 | $2.4M |
| Falcon Wealth Planning | 0.20% | Add +0.3% | 9,533 | $2.4M |
| Wealthgarden F.S. LLC | 1.59% | Reduce -3.5% | 9,361 | $2.4M |
| Comprehensive Wealth Management, LLC | 1.42% | Add +8.3% | 9,527 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -17.0% | 9,513 | $2.4M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -10.9% | 9,511 | $2.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +0.1% | 9,501 | $2.4M |
| Motiv8 Investments LLC | 1.30% | Add +0.5% | 9,410 | $2.4M |
| Paladin Wealth, LLC | 1.59% | Add +16.8% | 9,228 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +8.2% | 9,176 | $2.3M |
| Reliant Investment Partners, LLC | 1.82% | Add +7.3% | 9,149 | $2.3M |
| Pioneer Family Office, LLC | 1.56% | — | 9,145 | $2.3M |
| RDA Financial Network | 0.56% | Reduce -2.9% | 9,116 | $2.3M |
| Altus Wealth Group LLC | 0.90% | Add +0.4% | 8,949 | $2.3M |
| Sequent Planning LLC | 0.57% | Add +5.3% | 8,889 | $2.2M |
| Vienna Asset Management LLC | 1.28% | New | 8,885 | $2.2M |
| Sightline Wealth Advisors, LLC | 0.96% | Reduce -2.5% | 8,864 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 8,803 | $2.2M |
| Moneco Advisors, LLC | 0.18% | Add +5.3% | 8,776 | $2.2M |
| Arkansas Financial Group, Inc. | 0.32% | Add +36.4% | 8,773 | $2.2M |
| Sanchez Wealth Management Group | 0.47% | Add +88.3% | 8,677 | $2.2M |
| Valued Retirements, Inc. | 2.10% | Add +6.6% | 8,507 | $2.2M |
| Brandywine Oak Private Wealth LLC | 0.18% | Add +0.1% | 8,478 | $2.1M |
| Hyposwiss Advisors SA | 2.07% | — | 8,350 | $2.1M |
| First Financial Corp. | 0.79% | Add +8.6% | 8,267 | $2.1M |
| Evanson Asset Management, LLC | 0.11% | Add +0.9% | 8,257 | $2.1M |
| Triton Wealth Management, PLLC | 0.79% | Add +20.1% | 8,254 | $2.1M |
| Advus Financial Partners, LLC | 0.50% | Reduce -3.5% | 8,105 | $2.0M |
| Third View Private Wealth, LLC | 0.28% | — | 8,100 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.67% | Reduce -5.3% | 8,096 | $2.0M |
| Basso Capital Management, L.P. | 1.22% | Add +2.0% | 8,081 | $2.0M |
| Cabana LLC | 15.22% | Add +80.5% | 8,031 | $2.0M |
| Crescent Grove Advisors, LLC | 0.19% | Reduce -6.8% | 7,996 | $2.0M |
| NWF Advisory Services Inc. | 0.22% | Reduce -45.7% | 7,957 | $2.0M |
| Fortitude Financial, LLC | 1.70% | New | 7,931 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +43.2% | 7,911 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Add +7.3% | 7,882 | $2.0M |
| Sfmg, LLC | 0.13% | Add +291.0% | 7,839 | $2.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | New | 7,800 | $2.0M |
| Global Financial Private Client, LLC | 0.68% | Reduce -1.1% | 7,710 | $2.0M |
| Kirtland Hills Capital Management, LLC | 0.68% | Add +30.9% | 7,671 | $1.9M |
| Rik Saylor Financial, Inc. | 1.42% | Add +5.9% | 7,668 | $1.9M |
| Wagner Wealth Management, Corp | 1.91% | — | 7,653 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Add +11.6% | 7,622 | $1.9M |
| Kieckhefer Group LLC | 0.92% | Reduce -6.9% | 7,617 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Add +13.0% | 7,599 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -54.9% | 7,589 | $1.9M |
| Tandem Investment Partners LLC | 1.62% | Reduce -7.1% | 7,581 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | New | 7,542 | $1.9M |
| Comprehensive Financial Planning, Inc. | 1.26% | Add +2.0% | 7,539 | $1.9M |
| Cornerstone Advisory, LLC | 0.18% | Add +12.2% | 7,515 | $1.9M |
| Edgestream Partners, L.P. | 0.05% | Add +83.3% | 7,468 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +155.7% | 7,449 | $1.9M |
| Evolution Wealth Management Inc. | 1.55% | Add +29.7% | 7,430 | $1.9M |
| Loomis Sayles & Co. L P | 0.00% | Add +96.2% | 7,430 | $1.9M |
| Goldstein Advisors, LLC | 0.21% | Reduce -1.0% | 7,386 | $1.9M |
| AMG National Trust Bank | 0.04% | Add +30.4% | 7,332 | $1.9M |
| Nadler Financial Group, Inc. | 0.17% | Add +0.0% | 7,318 | $1.9M |
| Colonial River Investments, LLC | 0.66% | Reduce -13.8% | 7,314 | $1.8M |
| Optima Capital LLC | 0.79% | Add +2.1% | 7,224 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Add +9.8% | 7,142 | $1.8M |
| Mattson Financial Services, LLC | 0.43% | Reduce -4.9% | 7,197 | $1.8M |
| Trinity Wealth Management, LLC | 0.67% | Add +12.3% | 7,160 | $1.8M |
| Capital Analysts, LLC | 0.05% | Add +8.6% | 7,151 | $1.8M |
| TrueWealth Advisors, LLC | 0.47% | Add +2.5% | 7,142 | $1.8M |
| Kennicott Capital Management LLC | 0.87% | Add +3.0% | 7,119 | $1.8M |
| Emerald Advisors, LLC | 0.24% | Add +2.3% | 7,092 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.18% | Add +0.1% | 7,000 | $1.8M |
| Tudor Investment Corporation | 0.01% | New | 6,997 | $1.8M |
| Strong Tower Advisory Services | 0.32% | Add +3.8% | 6,973 | $1.8M |
| Triton Financial Group Inc | 1.17% | Reduce -1.2% | 6,957 | $1.8M |
| Gotham Asset Management | 0.01% | Add +29.0% | 6,887 | $1.7M |
| Del-Sette Capital Management, LLC | 1.07% | New | 6,843 | $1.7M |
| Fulcrum Equity Management | 1.65% | Add +3.3% | 6,804 | $1.7M |
| American Financial Advisors, LLC | 0.22% | Add +3.2% | 6,784 | $1.7M |
| Fiscal Wisdom Wealth Management, LLC | 1.62% | Add +2.3% | 6,779 | $1.7M |
| BXM Wealth LLC | 1.29% | Add +0.0% | 6,607 | $1.7M |
| Ranch Capital Advisors Inc. | 0.61% | Add +4.4% | 6,604 | $1.7M |
| Larson Financial Group LLC | 0.06% | Add +30.9% | 6,539 | $1.7M |
| Csenge Advisory Group | 0.07% | Add +7.6% | 6,520 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.7% | 6,496 | $1.6M |
| Box Hill Private Wealth LLC | 1.66% | — | 6,494 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.47% | Add +11.3% | 6,441 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +36.6% | 6,426 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | New | 6,383 | $1.6M |
| CRA Financial Services, LLC | 0.21% | Reduce -1.0% | 6,370 | $1.6M |
| Ipsen Advisor Group LLC | 1.14% | Reduce -20.4% | 6,339 | $1.6M |
| TRUE Private Wealth Advisors | 0.16% | New | 6,292 | $1.6M |
| TBH Global Asset Management, LLC | 0.27% | Add +206.8% | 6,287 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +3.2% | 6,063 | $1.5M |
| Y.D. More Investments Ltd | 0.07% | New | 6,000 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -59.2% | 6,000 | $1.5M |
| Marble Harbor Investment Counsel, LLC | 0.16% | No change | 5,801 | $1.5M |
| Sharkey, Howes & Javer | 0.19% | Reduce -4.0% | 5,771 | $1.5M |
| JDM Financial Group LLC | 0.57% | Reduce -9.7% | 5,766 | $1.5M |
| Weitzel Financial Services, Inc. | 0.56% | Add +36.2% | 5,745 | $1.5M |
| Prostatis Group LLC | 0.34% | Add +70.7% | 5,707 | $1.4M |
| Founders Financial Securities LLC | 0.08% | Add +37.9% | 5,638 | $1.4M |
| AA Financial Advisors, LLC | 0.26% | Add +15.2% | 5,608 | $1.4M |
| Blue Jean Financial LLC | 1.15% | — | 5,607 | $1.4M |
| Presidio Capital Management, LLC | 0.42% | Reduce -4.6% | 5,573 | $1.4M |
| Opulen Financial Group LLC | 1.02% | Reduce -0.6% | 5,519 | $1.4M |
| Independent Wealth Network Inc. | 0.43% | Add +0.0% | 5,494 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.03% | Add +1.8% | 5,447 | $1.4M |
| Novem Group | 0.16% | Add +6.8% | 5,426 | $1.4M |
| Magnolia Capital Advisors LLC | 0.29% | New | 5,421 | $1.4M |
| PSI Advisors, LLC | 0.34% | Add +4.9% | 5,388 | $1.4M |
| Spire Wealth Management | 0.05% | Add +1.0% | 5,353 | $1.4M |
| Fisher Asset Management | 0.00% | Reduce -27.9% | 5,343 | $1.4M |
| Pennington Partners & Co., LLC | 0.54% | Add +0.1% | 5,329 | $1.3M |
| Root Financial Partners, LLC | 0.07% | Reduce -63.1% | 5,308 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +20.9% | 5,246 | $1.3M |
| Tactive Advisors, LLC | 0.39% | Reduce -6.4% | 5,269 | $1.3M |
| Bridgewater Advisors Inc. | 0.09% | No change | 5,247 | $1.3M |
| Vertex Planning Partners, LLC | 0.31% | New | 37,421 | $1.3M |
| ZEGA Investments, LLC | 0.25% | Add +18.7% | 5,190 | $1.3M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -0.5% | 5,172 | $1.3M |
| Rockingstone Advisors LLC | 0.59% | Reduce -0.3% | 5,158 | $1.3M |
| Sfm, LLC | 0.76% | Add +11.9% | 5,154 | $1.3M |
| BLVD Private Wealth, LLC | 1.11% | Add +5.1% | 5,050 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | New | 5,032 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +498.9% | 4,977 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 4,910 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | New | 4,859 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +0.2% | 4,788 | $1.2M |
| City State Bank | 0.33% | Add +10.0% | 4,783 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | New | 4,721 | $1.2M |
| Navis Wealth Advisors, LLC | 0.51% | No change | 4,719 | $1.2M |
| Flavin Financial Services, Inc. | 0.81% | Reduce -3.5% | 4,666 | $1.2M |
| Sierra Capital LLC | 0.12% | No change | 4,664 | $1.2M |
| Equity Wealth Partners, LLC | 0.76% | Reduce -24.4% | 4,650 | $1.2M |
| Pacific Asset Management, LLC | 0.71% | Add +14.9% | 4,649 | $1.2M |
| Scotia Capital Inc. | 0.00% | Add +2.5% | 4,647 | $1.2M |
| Robinswood Financial LLC | 0.38% | Add +15.0% | 4,635 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.1% | 4,623 | $1.2M |
| J Hagan Capital, Inc. | 0.65% | Reduce -25.0% | 4,617 | $1.2M |
| Nicholas Wealth, LLC. | 0.79% | New | 4,601 | $1.2M |
| West Michigan Advisors, LLC | 0.27% | Reduce -0.5% | 4,577 | $1.2M |
| Lord & Richards Wealth Management, LLC | 0.98% | Add +52.7% | 4,534 | $1.1M |
| Hamilton Capital Partners, LLC | 0.38% | Reduce -35.9% | 4,532 | $1.1M |
| Clarendon Private LLC | 0.96% | Add +0.1% | 4,470 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +210.2% | 4,463 | $1.1M |
| Strategies Wealth Advisors, LLC | 0.11% | Add +3.8% | 4,452 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +121.9% | 4,411 | $1.1M |
| Quartz Partners, LLC | 0.41% | Add +5.7% | 4,348 | $1.1M |
| Gateway Wealth Partners, LLC | 0.12% | Add +10.9% | 4,348 | $1.1M |
| Iams Wealth Management, LLC | 0.39% | New | 4,321 | $1.1M |
| Brand Asset Management Group, Inc. | 0.30% | Reduce -0.2% | 4,290 | $1.1M |
| Keystone Financial Group | 0.08% | Add +43.4% | 4,229 | $1.1M |
| CDM Financial Counseling Services, Inc. | 1.00% | — | 4,220 | $1.1M |
| Townsquare Capital LLC | 0.24% | Add +0.1% | 4,207 | $1.1M |
| Legacy Private Trust Co. | 0.06% | Add +1.6% | 4,199 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1.0% | 4,191 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Add +170.3% | 4,190 | $1.1M |
| Goodman Advisory Group, LLC | 0.26% | Reduce -27.7% | 4,163 | $1.1M |
| Douglass Winthrop Advisors, LLC | 0.02% | New | 4,150 | $1.0M |
| Pacific Point Advisors, LLC | 0.56% | Add +14.9% | 4,147 | $1.0M |
| Proactive Wealth Strategies LLC | 0.42% | Reduce -3.8% | 4,146 | $1.0M |
| Plum Street Advisors, LLC | 0.37% | New | 4,133 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.42% | Add +3.5% | 4,122 | $1.0M |
| RFP Financial Group LLC | 0.50% | No change | 4,100 | $1.0M |
| Hutchens & Kramer Investment Management Group, LLC | 0.36% | Add +0.9% | 4,075 | $1.0M |
| World Equity Group, Inc. | 0.29% | Reduce -49.6% | 4,070 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 4,059 | $1.0M |
| Well Done, LLC | 0.15% | Add +7.3% | 4,048 | $1.0M |
| Fortune Financial Group, Inc. | 1.00% | — | 3,340 | $1.0M |
| Uptick Partners, LLC | 0.22% | Add +2.8% | 4,016 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.7% | 4,010 | $1.0M |
| Blue Line Capital, LLC / IL | 1.20% | — | 4,000 | $1.0M |
| Cape Investment Advisory, Inc. | 0.31% | Add +2150.6% | 3,961 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 3,925 | $993K |
| Advisor Resource Council | 0.35% | New | 3,854 | $991K |
| Indivisible Partners | 0.11% | — | 3,887 | $983K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.7% | 3,832 | $982K |
| Legacy Wealth Partners, LLC | 0.25% | — | 3,884 | $982K |
| Venture Visionary Partners LLC | 0.03% | New | 3,882 | $982K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +23.9% | 3,882 | $982K |
| Insigneo Advisory Services, LLC | 0.07% | Add +44.6% | 3,843 | $972K |
| Bullock Wealth Management Group | 0.47% | — | 3,838 | $971K |
| Aldebaran Financial Inc. | 0.90% | Reduce -4.5% | 3,804 | $970K |
| Krilogy Financial LLC | 0.03% | Add +1.8% | 3,762 | $969K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 3,830 | $969K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 3,825 | $967K |
| Range Advisory, LLC | 0.25% | — | 3,806 | $963K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -6.9% | 3,803 | $962K |
| Arrowroot Family Office, LLC | 0.35% | Reduce -5.9% | 3,766 | $952K |
| Richard W. Paul & Associates, LLC | 0.31% | Reduce -29.7% | 3,744 | $947K |
| Shoker Investment Counsel, Inc. | 0.28% | Reduce -12.2% | 3,738 | $946K |
| Blue Chip Partners, LLC | 0.07% | Add +109.0% | 3,735 | $945K |
| Arkadios Wealth Advisors | 0.02% | Add +7.5% | 3,711 | $939K |
| Savant Capital, LLC | 0.01% | Add +2.4% | 3,673 | $929K |
| Inscription Capital, LLC | 0.10% | Add +159.2% | 3,668 | $928K |
| Ares Financial Consulting, LLC | 0.88% | — | 3,665 | $927K |
| Embree Financial Group | 0.11% | Reduce -10.3% | 3,645 | $922K |
| Centerpoint Advisory Group | 0.71% | Add +8.8% | 3,642 | $921K |
| Three Cord True Wealth Management, LLC | 0.53% | Reduce -27.5% | 3,636 | $920K |
| Dedeker Financial LLC | 0.82% | — | 3,614 | $914K |
| American Money Management, LLC | 0.14% | New | 3,598 | $910K |
| Alta Wealth Advisors LLC | 0.30% | Add +44.3% | 3,569 | $903K |
| Focused Alpha, LLC | 0.26% | — | 3,561 | $901K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +7.9% | 3,528 | $892K |
| CIBC Private Wealth Group LLC | 0.00% | Add +126.2% | 3,510 | $888K |
| Keating Financial Advisory Services, Inc. | 0.12% | — | 3,497 | $884K |
| Crestwood Advisors Group, LLC | 0.01% | Add +67.6% | 3,496 | $884K |
| Seros Financial, LLC | 0.52% | Add +217.7% | 3,495 | $884K |
| Gaddis Premier Wealth Advisors LLC | 0.67% | — | 3,483 | $881K |
| Blue Water Asset Management | 0.32% | — | 3,469 | $877K |
| Greenwich Wealth Management LLC | 0.04% | Add +13.0% | 3,444 | $871K |
| Taylor Financial Group, Inc. | 0.51% | No change | 3,435 | $869K |
| Continuum Advisory, LLC | 0.09% | Add +7.0% | 3,434 | $869K |
| FWL Investment Management, LLC | 0.21% | Add +0.3% | 3,428 | $867K |
| Private Client Services, LLC | 0.27% | Add +21.3% | 3,382 | $855K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +39.0% | 3,307 | $836K |
| Manchester Financial Inc. | 0.15% | Reduce -0.4% | 3,265 | $826K |
| Legacy Solutions, LLC | 0.72% | No change | 3,261 | $825K |
| Spectrum Strategic Capital Management, LLC | 0.44% | Reduce -42.8% | 3,254 | $823K |
| Revisor Wealth Management LLC | 0.22% | Add +108.4% | 3,228 | $821K |
| Compass Advisory Group LLC | 0.22% | Add +0.1% | 3,215 | $813K |
| Firestone Capital Management | 0.17% | Add +20.2% | 3,191 | $807K |
| MSH Capital Advisors LLC | 0.17% | Add +12.2% | 3,173 | $803K |
| Red Reef Advisors LLC | 0.82% | — | 3,170 | $802K |
| Pacific Financial Group Inc. | 0.44% | Reduce -8.1% | 3,159 | $799K |
| Madrona Financial Services, LLC | 0.17% | Reduce -29.4% | 3,158 | $799K |
| Mystic Asset Management, Inc. | 0.18% | Add +5.5% | 3,119 | $789K |
| Precision Wealth Strategies, LLC | 0.25% | Add +1.7% | 3,111 | $787K |
| Abound Wealth Management | 0.18% | Reduce -10.5% | 3,109 | $786K |
| Orion Capital Management LLC | 0.27% | Add +5.1% | 3,108 | $786K |
| Tailwinds Wealth, LLC | 0.85% | — | 3,104 | $785K |
| Hobbs Group Advisors, LLC | 0.24% | Add +0.3% | 3,103 | $785K |
| Fortress Private Ledger, LLC | 0.26% | Add +0.8% | 3,100 | $784K |
| Dakota Wealth Management | 0.01% | Add +18.7% | 3,098 | $784K |
| FF Advisors,LLC | 0.35% | New | 3,086 | $781K |
| Tempus Wealth Planning, LLC | 0.18% | Add +13.7% | 3,068 | $776K |
| Consilio Wealth Advisors, LLC | 0.23% | New | 3,044 | $770K |
| Stephens Inc. | 0.01% | Add +64.1% | 3,038 | $768K |
| Advance Capital Management, Inc. | 0.03% | Add +1.3% | 3,034 | $767K |
| Clearstead Trust, LLC | 0.12% | Reduce -5.8% | 3,032 | $767K |
| Alteri Wealth LLC | 0.25% | Add +9.5% | 3,023 | $765K |
| Seneschal Advisors, LLC | 0.55% | Add +8.4% | 2,977 | $753K |
| Arsenal Capital Advisors LLC | 0.53% | — | 2,973 | $752K |
| Titleist Asset Management, LLC | 0.06% | Add +2.2% | 2,960 | $749K |
| Braeburn Wealth Management LLC | 0.38% | — | 2,937 | $743K |
| Reality Financial Planning Services, LLC | 0.71% | — | 2,934 | $742K |
| Higgins & Schmidt Wealth Strategies LLC | 0.35% | Reduce -8.3% | 2,927 | $740K |
| Ritholtz Wealth Management | 0.01% | Add +0.7% | 2,904 | $734K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.25% | Reduce -50.0% | 2,846 | $734K |
| Agp Franklin, LLC | 0.34% | Add +2.0% | 2,894 | $732K |
| Seneca House Advisors | 0.27% | Add +0.1% | 2,892 | $731K |
| Facet Wealth, Inc. | 0.01% | Add +124.9% | 2,802 | $731K |
| Pitti Group Wealth Management, LLC | 0.60% | Reduce -3.1% | 2,869 | $726K |
| Bright Futures Wealth Management, LLC. | 0.53% | Add +13.0% | 2,821 | $714K |
| Daviman Financial, LLC | 0.42% | — | 2,816 | $712K |
| Founders Financial Alliance, LLC | 0.13% | New | 2,791 | $706K |
| Milestone Asset Management Group, LLC | 0.40% | Add +8.8% | 2,784 | $704K |
| Benjamin Edwards Inc. | 0.01% | Add +7.8% | 2,771 | $701K |
| XTX Topco Ltd | 0.02% | Reduce -58.2% | 2,770 | $701K |
| PKS Advisory Services, LLC | 0.16% | Reduce -7.0% | 2,766 | $700K |
| Bridgewealth Advisory Group, LLC | 0.15% | Reduce -52.2% | 2,755 | $697K |
| Avion Wealth | 0.15% | Add +100.3% | 2,736 | $692K |
| DSG Capital Advisors, LLC | 0.10% | Reduce -32.6% | 2,689 | $688K |
| Evolve Private Wealth, LLC | 0.04% | — | 2,695 | $682K |
| A4 Wealth Advisors LLC | 0.58% | Reduce -33.4% | 2,637 | $667K |
| Columbia Asset Management | 0.12% | No change | 2,631 | $665K |
| Washington Trust Advisors, Inc. | 0.05% | No change | 2,619 | $662K |
| Cidel Asset Management Inc. | 0.05% | Add +0.8% | 2,553 | $646K |
| Russell Investments Group, Ltd. | 0.00% | Add +84.4% | 2,550 | $645K |
| BlackRock, Inc. | 0.00% | Reduce -26.2% | 2,538 | $642K |
| Northwest Financial Advisors | 1.32% | Reduce -4.7% | 2,536 | $641K |
| Northern Trust Corp. | 0.00% | Add +1.7% | 2,534 | $641K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,523 | $638K |
| Emergent Wealth Advisors, LLC | 0.36% | Reduce -6.3% | 2,500 | $632K |
| Entrewealth, LLC | 0.28% | Add +12.3% | 2,497 | $627K |
| ETF Portfolio Partners, Inc. | 0.16% | Add +4.0% | 2,470 | $625K |
| Peak Financial Advisors LLC | 0.28% | Reduce -15.6% | 2,465 | $623K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +66.8% | 2,418 | $621K |
| Kraft, Davis & Associates, LLC | 0.14% | Reduce -3.5% | 2,406 | $620K |
| BlackDiamond Wealth Management, LLC | 0.30% | Reduce -42.8% | 2,449 | $619K |
| Capital Investment Advisors, LLC | 0.01% | Add +11.6% | 2,445 | $618K |
| Boreal Capital Management LLC | 0.56% | No change | 2,415 | $611K |
| Gen-Wealth Partners Inc | 0.20% | Add +0.2% | 2,415 | $611K |
| DUTCH ASSET Corp | 0.47% | — | 2,413 | $610K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +72.5% | 2,380 | $606K |
| Traynor Capital Management, Inc. | 0.03% | Add +54.1% | 2,373 | $600K |
| Liberty Atlantic Advisors LLC | 0.59% | — | 2,364 | $598K |
| Obermeyer Wealth Partners | 0.03% | Add +26.2% | 2,357 | $596K |
| AlphaStar Capital Management, LLC | 0.04% | Add +35.9% | 2,357 | $596K |
| Johnson Investment Counsel Inc. | 0.00% | Add +18.6% | 2,356 | $596K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -3.2% | 2,344 | $593K |
| Planned Solutions, Inc. | 0.19% | Reduce -6.1% | 2,332 | $590K |
| Swmg, LLC | 0.16% | Reduce -57.1% | 2,344 | $588K |
| SHP Wealth Management | 0.05% | — | 2,317 | $586K |
| Integrity Alliance, Llc. | 0.02% | Add +20.2% | 2,312 | $585K |
| AlphaCentric Advisors LLC | 0.58% | — | 2,308 | $584K |
| Mount Lucas Management LP | 0.26% | Reduce -74.7% | 2,308 | $584K |
| Simplicity Wealth,LLC | 0.03% | Reduce -45.4% | 2,307 | $584K |
| Endowment Wealth Management, Inc. | 0.27% | Add +21.8% | 2,303 | $582K |
| Archer Investment Corp | 0.13% | Add +2.0% | 2,292 | $580K |
| Retirement Income Solutions, Inc. | 0.10% | New | 2,286 | $578K |
| Vision Retirement, LLC | 0.15% | — | 2,280 | $577K |
| Fiduciary Group, LLC | 0.05% | Add +22.6% | 2,248 | $569K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -13.2% | 2,214 | $560K |
| Kellett Wealth Advisors, LLC | 0.32% | Add +65.9% | 2,188 | $553K |
| RIA Advisory Group LLC | 0.13% | Add +26.0% | 2,160 | $546K |
| Sound Income Strategies, LLC | 0.03% | Add +122.1% | 2,103 | $538K |
| Howard Financial Services, LTD. | 0.06% | Add +3.0% | 2,122 | $537K |
| NewEdge Wealth, LLC | 0.01% | Add +155.1% | 2,112 | $534K |
| Breachway Investments LLC | 0.56% | — | 2,093 | $529K |
| Orgel Wealth Management, LLC | 0.01% | New | 2,067 | $523K |
| KWB Wealth | 0.05% | Add +5.2% | 2,062 | $522K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Add +1.0% | 2,060 | $521K |
| Rothschild Investment LLC | 0.03% | No change | 2,052 | $519K |
| First Wilshire Securities Management Inc. | 0.13% | Add +82.4% | 2,043 | $517K |
| MWA Asset Management | 0.29% | Reduce -3.9% | 2,033 | $514K |
| IPG Investment Advisors LLC | 0.09% | Add +20.5% | 2,019 | $511K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 2,008 | $508K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 2,000 | $506K |
| MOR Wealth Management, LLC | 0.23% | — | 1,998 | $505K |
| Barnes Wealth Management Group, Inc | 0.27% | Add +8.4% | 1,994 | $504K |
| Triumph Capital Management | 0.11% | Add +72.5% | 1,991 | $504K |
| Bravias Capital Group, LLC | 0.30% | Reduce -4.8% | 1,967 | $497K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,957 | $495K |
| RMR Wealth Builders | 0.04% | Add +90.0% | 1,948 | $493K |
| Northbridge Financial Group, LLC | 0.22% | — | 1,944 | $492K |
| WASHINGTON TRUST Co | 0.02% | Add +4.8% | 1,939 | $490K |
| Tidemark, LLC | 0.14% | No change | 1,928 | $488K |
| Coppell Advisory Solutions LLC | 0.05% | Add +25.9% | 1,908 | $487K |
| Santori & Peters, Inc. | 0.17% | Add +0.2% | 1,922 | $486K |
| Old National Bancorp | 0.01% | No change | 1,907 | $482K |
| Silverleafe Capital Partners, LLC | 0.14% | No change | 1,904 | $482K |
| Impact Partnership Wealth, LLC | 0.06% | Add +15.7% | 1,896 | $480K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -43.3% | 1,875 | $474K |
| Durante & Waters, LLC | 0.33% | Add +0.1% | 1,868 | $472K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -9.4% | 1,835 | $464K |
| Compound Planning, Inc. | 0.01% | Add +35.2% | 1,832 | $463K |
| Oakwell Private Wealth Management, LLC | 0.09% | Reduce -0.2% | 1,820 | $460K |
| Exit Wealth Advisors, LLC. | 0.27% | Reduce -1.6% | 1,783 | $451K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +24.5% | 1,772 | $448K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,771 | $448K |
| Cottage Street Advisors LLC | 0.19% | Add +6.2% | 1,761 | $445K |
| Peachtree Investment Partners, LLC | 0.15% | Reduce -12.5% | 1,750 | $443K |
| F/m Investments LLC | 0.02% | No change | 1,740 | $440K |
| Life Line Wealth Management LLC | 0.13% | Add +0.1% | 1,728 | $437K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -14.4% | 1,722 | $436K |
| Brooklyn Investment Group | 0.02% | New | 1,700 | $435K |
| Summit Global Investments | 0.03% | Add +1.3% | 1,711 | $433K |
| Encompass More Asset Management | 0.08% | Reduce -3.9% | 1,685 | $426K |
| SimpliFi, Inc. | 0.18% | Reduce -18.7% | 1,661 | $420K |
| Avalon Capital Management | 0.10% | New | 1,660 | $420K |
| DGS Capital Management, LLC | 0.07% | No change | 1,633 | $413K |
| Richmond Investment Services, LLC | 0.07% | Add +8.6% | 1,625 | $411K |
| Yelin Lapidot Holdings Management Ltd. | 0.08% | New | 1,608 | $407K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +534.4% | 1,605 | $406K |
| Freedom Financial Partners LLC | 0.15% | Reduce -4.7% | 1,595 | $403K |
| GWN Securities Inc. | 0.08% | Add +15.3% | 1,587 | $401K |
| COFG Advisors, LLC | 0.10% | — | 1,582 | $400K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.4% | 1,581 | $400K |
| Fiduciary Financial Group, LLC | 0.06% | Add +5.1% | 1,581 | $400K |
| Stillwater Wealth Management Group | 0.27% | Reduce -19.1% | 1,571 | $397K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -23.9% | 1,556 | $394K |
| Northstar Group, Inc. | 0.06% | No change | 1,548 | $391K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 1,542 | $390K |
| Kropog Financial Group, LLC | 0.30% | Add +0.1% | 1,533 | $388K |
| HB Wealth Management, LLC | 0.00% | No change | 1,522 | $385K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +0.9% | 1,522 | $384K |
| LJI Wealth Management, LLC | 0.06% | No change | 1,510 | $382K |
| Concord Wealth Partners | 0.05% | Add +4.0% | 1,504 | $380K |
| Parcion Private Wealth LLC | 0.02% | Reduce -16.4% | 1,501 | $380K |
| Trexquant Investment LP | 0.00% | Reduce -3.3% | 1,498 | $379K |
| Three Seasons Wealth, LLC | 0.04% | Add +20.3% | 1,495 | $378K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.8% | 1,493 | $378K |
| Wealth Management Associates, Inc. | 0.13% | Add +56.6% | 1,489 | $377K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 1,483 | $375K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +47.9% | 1,476 | $373K |
| Greenspring Advisors, LLC | 0.02% | New | 1,472 | $372K |
| Shelton Capital Management | 0.01% | New | 1,466 | $371K |
| Avaii Wealth Management, LLC | 0.13% | Add +2.8% | 1,464 | $370K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,459 | $369K |
| Principle Wealth Partners LLC | 0.02% | Add +49.9% | 1,455 | $368K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -35.0% | 1,454 | $368K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 1,454 | $368K |
| Fiduciary Alliance LLC | 0.02% | Reduce -16.7% | 1,452 | $367K |
| Guidance Capital, Inc. | 0.09% | Add +0.3% | 1,434 | $367K |
| SMART Wealth LLC | 0.11% | New | 1,433 | $363K |
| Goldenstone Wealth Management LLC | 0.27% | — | 1,432 | $362K |
| Discipline Wealth Solutions, LLC | 0.07% | Add +6.1% | 1,429 | $361K |
| Diversify Wealth Management, LLC | 0.02% | New | 1,396 | $360K |
| First National Trust Co | 0.01% | New | 1,380 | $349K |
| O'Connor Financial Group LLC | 0.14% | Reduce -4.0% | 1,351 | $346K |
| Unique Wealth Strategies, LLC | 0.14% | Reduce -93.1% | 1,365 | $345K |
| Affinity Wealth Management LLC | 0.05% | Add +1.5% | 1,359 | $344K |
| BostonPremier Wealth LLC | 0.18% | Add +38.3% | 1,353 | $342K |
| Share Andrew L. | 0.17% | Reduce -38.6% | 1,350 | $341K |
| Ascentis Independent Advisors | 0.05% | Add +20.2% | 1,339 | $339K |
| Oakworth Capital, Inc. | 0.02% | Reduce -0.2% | 1,336 | $338K |
| Jacobi Capital Management LLC | 0.02% | Add +3.4% | 1,329 | $336K |
| Beacon Financial Advisory LLC | 0.08% | Add +10.3% | 1,324 | $335K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 1,312 | $332K |
| Clark Asset Management, LLC | 0.03% | Add +0.1% | 1,308 | $331K |
| IRON Financial LLC | 0.15% | Add +26.0% | 1,308 | $331K |
| RM Financial Services, LLC | 0.29% | — | 1,304 | $330K |
| Mosaic Advisors LLC | 0.63% | New | 1,300 | $329K |
| VCI Wealth Management LLC | 0.09% | Add +18.6% | 1,299 | $329K |
| Empowered Funds, LLC | 0.01% | New | 1,299 | $329K |
| Nova Wealth Management, Inc. | 0.22% | Add +8.0% | 1,297 | $328K |
| N.E.W. Advisory Services LLC | 0.02% | Add +1.5% | 1,289 | $326K |
| AMJ Financial Wealth Management | 0.08% | New | 1,272 | $322K |
| Noesis Capital Mangement Corp. | 0.05% | Add +6.7% | 1,259 | $318K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,256 | $318K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.3% | 1,250 | $316K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 1,250 | $316K |
| Empirical Asset Management, LLC | 0.09% | Reduce -13.7% | 1,238 | $313K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,234 | $312K |
| Certified Advisory Corp | 0.03% | Reduce -0.1% | 1,233 | $312K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -5.2% | 1,229 | $311K |
| Thayer Partners, LLC / MA | 0.15% | — | 1,223 | $309K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -1.2% | 1,221 | $309K |
| Cadent Capital Advisors, LLC | 0.08% | Reduce -33.4% | 1,214 | $307K |
| SouthState Bank Corp | 0.01% | New | 1,210 | $306K |
| Vanguard Group Inc. | 0.00% | Add +47.7% | 1,208 | $305K |
| Assetmark, Inc. | 0.00% | Add +52.4% | 1,204 | $305K |
| Ledgewood Wealth Advisors, LLC | 0.17% | No change | 1,200 | $304K |
| Fayez Sarofim & Co | 0.00% | New | 1,200 | $304K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +3.5% | 1,197 | $303K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -18.7% | 1,190 | $301K |
| Financial Advisors Network, Inc. | 0.04% | No change | 1,190 | $301K |
| Oarsman Capital, Inc. | 0.04% | New | 1,190 | $301K |
| Clarity Asset Management, Inc. | 0.17% | Add +51.1% | 1,188 | $300K |
| Southland Equity Partners LLC | 0.06% | Add +6.7% | 1,183 | $299K |
| Oxler Private Wealth LLC | 0.09% | No change | 1,175 | $297K |
| Atomic Invest LLC | 0.17% | — | 1,152 | $294K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -7.3% | 1,153 | $292K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.3% | 1,149 | $291K |
| Flagstar Securities, Inc. | 0.10% | Add +0.1% | 1,148 | $290K |
| Lifeworks Advisors, LLC | 0.04% | New | 1,147 | $290K |
| GAMMA Investing LLC | 0.01% | No change | 1,137 | $288K |
| Sheets Smith Wealth Management | 0.03% | Add +5.0% | 1,127 | $285K |
| North Star Asset Management Inc. | 0.01% | New | 1,124 | $284K |
| Aspen Wealth Management LLC | 0.06% | New | 1,117 | $283K |
| Opal Capital LLC | 0.07% | — | 1,113 | $282K |
| Mission Wealth Management, LP | 0.01% | New | 1,112 | $281K |
| Triad Wealth Partners, LLC | 0.03% | New | 1,110 | $281K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -1.5% | 1,109 | $280K |
| Barclays PLC | 0.00% | Reduce -99.2% | 1,102 | $279K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Add +0.2% | 1,099 | $278K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +0.1% | 1,098 | $278K |
| Core Wealth Partners LLC | 0.12% | Add +3.7% | 1,087 | $275K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +99.1% | 1,085 | $274K |
| Fortress Financial Group, LLC | 0.20% | New | 1,084 | $274K |
| Aprio Wealth Management, LLC | 0.02% | Add +1.4% | 1,082 | $274K |
| Foresight Capital Management Advisors, Inc. | 0.15% | Add +4.6% | 1,068 | $270K |
| Beck Capital Management, LLC | 0.06% | New | 1,062 | $269K |
| Ameriflex Group, Inc. | 0.14% | Add +5755.6% | 1,054 | $267K |
| Matrix Asset Advisors Inc. | 0.02% | Reduce -21.9% | 1,054 | $267K |
| McAdam, LLC | 0.01% | Add +2.6% | 1,043 | $264K |
| Vines Capital Management, LLC | 0.26% | — | 1,040 | $263K |
| Alliancebernstein L.P. | 0.00% | New | 1,036 | $262K |
| Nikulski Financial, Inc. | 0.06% | New | 1,027 | $260K |
| Oder Investment Management, LLC | 0.19% | No change | 1,027 | $260K |
| Transcendent Capital Group LLC | 0.12% | Reduce -1.4% | 1,026 | $259K |
| Keebeck Wealth Management | 0.03% | Add +3.1% | 1,025 | $259K |
| Ironwood Financial, llc | 0.04% | Add +15.6% | 999 | $258K |
| Capital CS Group, LLC | 0.41% | New | 1,016 | $257K |
| Entelevest, LLC | 0.27% | — | 1,014 | $257K |
| Granite Harbor Advisors, Inc. | 0.11% | No change | 995 | $252K |
| Burns Matteson Capital Management, LLC | 0.10% | Reduce -14.5% | 994 | $251K |
| Longview Financial Advisors, Inc. | 0.17% | Add +5.5% | 981 | $248K |
| QRG Capital Management, Inc. | 0.00% | New | 980 | $248K |
| MidFirst Bank | 0.02% | — | 980 | $248K |
| Global Assets Advisory, LLC | 0.07% | No change | 979 | $248K |
| Tiaa Trust, National Association | 0.00% | Add +5.4% | 979 | $248K |
| Prospect Financial Services LLC | 0.14% | Reduce -9.7% | 976 | $247K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +2.2% | 974 | $246K |
| HUB Investment Partners, LLC | 0.01% | Reduce -23.2% | 969 | $245K |
| Cedar Mountain Advisors, LLC | 0.05% | No change | 969 | $245K |
| Expressive Wealth LLC | 0.26% | — | 963 | $244K |
| McGinn Penninger Investment Management, Inc. | 0.14% | No change | 395 | $243K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +0.1% | 957 | $242K |
| Rock Point Advisors, LLC | 0.06% | No change | 950 | $240K |
| Naples Global Advisors, LLC | 0.02% | Reduce -20.9% | 949 | $240K |
| Floyd Financial Group LLC | 0.16% | New | 952 | $239K |
| Swisher Financial Concepts, Inc. | 0.14% | Reduce -6.4% | 943 | $239K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -0.1% | 940 | $238K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -17.2% | 937 | $237K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -75.3% | 935 | $236K |
| Capital Square, LLC | 0.12% | Add +10.3% | 935 | $236K |
| Camelot Portfolios, LLC | 0.15% | Add +8.3% | 928 | $235K |
| Base Wealth Management LLC | 0.13% | Reduce -20.1% | 925 | $234K |
| Pier 88 Investment Partners LLC | 0.26% | Add +28.6% | 900 | $228K |
| Atticus Wealth Management, LLC | 0.06% | New | 898 | $227K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -40.0% | 898 | $227K |
| Corepath Wealth Partners LLC | 0.15% | No change | 876 | $226K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -34.3% | 892 | $226K |
| Safe Harbor Wealth Advisors, LLC | 0.22% | — | 911 | $225K |
| Wealth Dimensions Group, Ltd. | 0.04% | Reduce -1.9% | 879 | $222K |
| Atlantic Union Bankshares Corp | 0.00% | Add +3.3% | 872 | $221K |
| Apella Capital, LLC | 0.00% | New | 871 | $220K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -8.8% | 867 | $219K |
| Willis Johnson & Associates, Inc. | 0.01% | Add +1.3% | 855 | $216K |
| Obsidian Cio, LLC | 0.32% | New | 854 | $216K |
| Aureus Asset Management, LLC | 0.01% | New | 853 | $216K |
| CWA Asset Management Group, LLC | 0.01% | New | 852 | $216K |
| Wealthspire Advisors, LLC | 0.00% | Add +25.2% | 849 | $215K |
| Ridgeline Wealth Planning, LLC | 0.15% | Reduce -0.8% | 849 | $215K |
| Park Place Capital Corp | 0.04% | Add +286.8% | 847 | $214K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 845 | $214K |
| Advisor OS, LLC | 0.02% | New | 843 | $213K |
| Birch Financial Group, LLC | 0.12% | New | 834 | $211K |
| Cascades Capital Asset Management, LLC | 0.09% | Add +37.3% | 832 | $210K |
| Strategic Financial Concepts, LLC | 0.19% | Reduce -27.1% | 826 | $209K |
| Kintra Wealth, LLC | 0.03% | Reduce -8.2% | 826 | $209K |
| Berkshire Money Management, Inc. | 0.02% | New | 821 | $208K |
| Golden State Wealth Management, LLC | 0.02% | Add +4.6% | 818 | $207K |
| Valmark Advisers, Inc. | 0.00% | New | 817 | $207K |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -98.8% | 813 | $206K |
| American Asset Management Inc. | 0.17% | New | 800 | $202K |
| Boothbay Fund Management, LLC | 0.01% | New | 800 | $202K |
| UMB Bank, n.a. | 0.00% | Add +220.0% | 800 | $202K |
| Global Trust Wealth Management LLC | 0.15% | — | 798 | $202K |
| Convergence Financial, LLC | 0.03% | New | 796 | $201K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +342.2% | 796 | $201K |
| Soundwatch Capital LLC | 0.03% | New | 793 | $201K |
| Realta Investment Advisors | 0.06% | New | 765 | $193K |
| Millstone Evans Group, LLC | 0.11% | Add +0.5% | 763 | $193K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.0% | 762 | $193K |
| Colonial Trust Co / SC | 0.03% | Add +41.3% | 749 | $189K |
| Signaturefd, LLC | 0.00% | Reduce -43.6% | 678 | $171K |
| Trust Co. of Vermont | 0.01% | Add +17.6% | 669 | $169K |
| Creative Financial Designs Inc. | 0.01% | Reduce -39.0% | 648 | $164K |
| Chesapeake Asset Management LLC | 0.14% | No change | 646 | $164K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 634 | $160K |
| Rakuten Securities, Inc. | 0.05% | Add +17.6% | 615 | $156K |
| First PREMIER Bank | 0.04% | No change | 611 | $155K |
| TCTC Holdings, LLC | 0.00% | No change | 612 | $155K |
| American National Bank & Trust | 0.01% | No change | 600 | $152K |
| BankPlus Trust Department | 0.04% | Add +235.5% | 577 | $146K |
| Estate Planners Group, LLC | 0.06% | — | 576 | $146K |
| Whittier Trust Co. | 0.00% | No change | 556 | $143K |
| Tucker Asset Management LLC | 0.04% | New | 564 | $143K |
| Vermillion Wealth Management, Inc. | 0.06% | Reduce -2.3% | 555 | $140K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 494 | $125K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 484 | $123K |
| Key Financial Inc | 0.02% | Add +2.6% | 478 | $121K |
| Fairway Wealth LLC | 0.03% | Add +0.4% | 466 | $118K |
| Ashton Thomas Securities, LLC | 0.02% | Add +0.2% | 459 | $116K |
| Trust Co. of Toledo NA | 0.01% | Add +291.3% | 450 | $114K |
| Truvestments Capital LLC | 0.02% | Reduce -11.7% | 447 | $113K |
| Pacific Center for Financial Services | 0.03% | No change | 442 | $109K |
| Tsfg, LLC | 0.02% | Add +2.4% | 426 | $108K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.5% | 413 | $104K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -56.6% | 412 | $104K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -6.0% | 404 | $102K |
| Reyes Financial Architecture, Inc. | 0.06% | New | 390 | $99K |
| Franklin Resources Inc. | 0.00% | Reduce -13.1% | 357 | $90K |
| LGT Financial Advisors LLC | 0.53% | No change | 341 | $86K |
| Parkside Financial Bank & Trust | 0.01% | No change | 333 | $84K |
| Richardson Capital Management LLC | 0.04% | Reduce -5.5% | 328 | $83K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 324 | $82K |
| Financial Management Professionals, Inc. | 0.01% | Add +169.5% | 318 | $81K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 300 | $76K |
| McGuire Capital Advisors Inc. | 0.05% | — | 290 | $73K |
| Gould Capital, LLC | 0.04% | Reduce -11.0% | 283 | $72K |
| Webster Bank, N. A. | 0.01% | New | 269 | $68K |
| ROSS\JOHNSON & Associates LLC | 1.25% | No change | 266 | $67K |
| Country Trust Bank | 0.00% | New | 258 | $65K |
| Addison Advisors LLC | 0.01% | No change | 254 | $64K |
| Lanark Financial, Inc. | 0.00% | Add +8.7% | 251 | $64K |
| St Germain D J Co. Inc. | 0.00% | No change | 238 | $60K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +0.4% | 237 | $60K |
| Hurley Capital, LLC | 0.03% | Add +0.4% | 226 | $57K |
| Group One Trading LLC | 0.00% | New | 219 | $55K |
| Wealth Watch Advisors, INC | 0.02% | No change | 216 | $55K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 212 | $54K |
| Align Financial, LLC | 0.03% | — | 53,619 | $54K |
| Founders Capital Management | 0.03% | No change | 200 | $51K |
| CVA Family Office, LLC | 0.01% | No change | 200 | $51K |
| Northwest Capital Management Inc | 0.22% | Reduce -95.8% | 198 | $50K |
| Monetary Solutions, Ltd | 0.05% | — | 198 | $50K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 190 | $48K |
| Fifth Third Bancorp | 0.00% | Add +6.2% | 189 | $48K |
| Bank & Trust Co | 0.03% | New | 180 | $46K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | New | 177 | $45K |
| Hughes Financial Services, LLC | 0.01% | No change | 176 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -82.8% | 167 | $42K |
| Osbon Capital Management LLC | 0.04% | — | 164 | $41K |
| Robbins Farley | 0.02% | Add +6.8% | 157 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.9% | 156 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 153 | $39K |
| Crews Bank & Trust | 0.01% | No change | 150 | $38K |
| Pflug Koory, LLC | 0.02% | No change | 140 | $35K |
| Trust Co | 0.00% | New | 116 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 114 | $29K |
| NFSG Corp | 0.00% | Reduce -73.8% | 112 | $28K |
| SWAN Capital LLC | 0.01% | No change | 111 | $28K |
| CKW Financial Group | 0.00% | No change | 111 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 109 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -21.7% | 108 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 104 | $26K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 103 | $26K |
| New Millennium Group LLC | 0.01% | Reduce -5.6% | 102 | $26K |
| Bulwark Capital Corp | 0.02% | Add +13.3% | 102 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $26K |
| Silicon Valley Capital Partners | 0.00% | No change | 101 | $26K |
| Garner Asset Management Corp | 0.01% | New | 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.5% | 100 | $25K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 98 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 99 | $25K |
| Strengthening Families & Communities, LLC | 0.01% | Add +840.0% | 94 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | New | 90 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 89 | $23K |
| Toronto Dominion Bank | 0.00% | Reduce -73.5% | 89 | $22K |
| DecisionPoint Financial, LLC | 0.00% | Add +151.5% | 83 | $21K |
| Gilpin Wealth Management, LLC | 0.02% | — | 83 | $21K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -21.1% | 82 | $21K |
| West Financial Advisors, LLC | 0.00% | New | 82 | $21K |
| First Horizon Corp. | 0.00% | New | 80 | $20K |
| Fairman Group, LLC | 0.02% | No change | 79 | $20K |
| SageView Advisory Group, LLC | 0.00% | New | 77 | $19K |
| Delta Asset Management LLC | 0.00% | New | 77 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 75 | $19K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 68 | $17K |
| CX Institutional | 0.00% | New | 67 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +4.8% | 65 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 63 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -59.7% | 60 | $15K |
| Elevated Capital Advisors, LLC | 0.00% | New | 59 | $15K |
| MGB Wealth Management, LLC | 0.00% | Add +107.1% | 58 | $15K |
| Proathlete Wealth Management LLC | 0.00% | Add +6.0% | 53 | $14K |
| First Community Trust NA | 0.01% | New | 53 | $13K |
| Bear Mountain Capital, Inc. | 0.00% | Add +2.0% | 52 | $13K |
| Quattro Advisors LLC | 0.01% | — | 50 | $13K |
| Pittenger & Anderson Inc. | 0.00% | New | 50 | $13K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 48 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 49 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 47 | $12K |
| Coston, McIsaac & Partners | 0.00% | Reduce -47.8% | 47 | $11K |
| Albion Financial Group | 0.00% | Add +5.1% | 41 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | New | 38 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 38 | $10K |
| Go Invest LLC | 0.00% | — | 38 | $10K |
| Cresta Advisors, Ltd. | 0.00% | New | 37 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +2.8% | 37 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 36 | $9K |
| McIlrath & Eck, LLC | 0.00% | New | 36 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | — | 35 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $9K |
| Alerus Financial NA | 0.00% | No change | 34 | $9K |
| Rossby Financial, LCC | 0.00% | No change | 33 | $8K |
| Imprint Wealth LLC | 0.04% | Reduce -74.2% | 32 | $8K |
| Crewe Advisors LLC | 0.00% | New | 30 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 28 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $7K |
| Essential Partners LLC | 0.00% | No change | 27 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 27 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 26 | $7K |
| Copia Wealth Management | 0.00% | New | 26 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $6K |
| Caitlin John, LLC | 0.00% | Add +35.3% | 23 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 21 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 20 | $5K |
| General Partner, Inc. | 0.00% | No change | 20 | $5K |
| Birch Capital Management, LLC | 0.00% | No change | 20 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 18 | $5K |
| Davis Capital Management | 0.00% | No change | 18 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 18 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 16 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | New | 14 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 11 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 11 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 11 | $3K |
| Key Capital Management, INC | 0.00% | — | 10 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 9 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 8 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 8 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 6 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 4 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 3 | $759 |
| Eukles Asset Management | 0.00% | No change | 3 | $759 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 2 | $506 |
| Pinney & Scofield, Inc. | 0.00% | No change | 2 | $506 |
| Signature Equity Partners, LLC | 0.00% | — | 1 | $336 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -88.9% | 1 | $255 |
| Strategic Advocates LLC | 0.00% | No change | 1 | $255 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $253 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 1 | $253 |
| Miller Wealth Advisors, LLC | 0.00% | New | 1 | $253 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $228 |
"% of holder's portfolio" is QQQM's weight in each manager's 13F, not the share of Invesco Nasdaq 100 ETF the manager owns.