Invesco Nasdaq 100 ETFQQQMETF
13F holders, Q1 2026 (March 31)1,198holders +8
107new positions
99sold out
4famous investors
$235.05avg. 13F price*
At the end of Q1 2026, 1,198 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 8 from Q4 2025. 107 opened new positions and 99 sold out. The largest holders were Invesco Ltd. ($2.7B), LPL Financial LLC ($2.5B) and Envestnet Asset Management Inc. ($1.8B). 4 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $105.5M |
| Exits | 99 | $398.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,980,165 shares bought and 11,154,918 shares sold, net −1,174,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,198 holders
| Invesco Ltd. | 0.26% | Reduce -3.9% | 11,197,565 | $2.7B |
| LPL Financial LLC | 0.67% | Reduce -1.9% | 10,526,183 | $2.5B |
| Envestnet Asset Management Inc. | 0.47% | Add +0.1% | 7,387,215 | $1.8B |
| First Command Advisory Services, Inc. | 7.63% | Add +0.3% | 4,764,517 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -5.3% | 4,134,354 | $982.4M |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +0.8% | 3,694,937 | $878.0M |
| Jones Financial Companies LLLP | 0.38% | Add +22.9% | 3,415,137 | $791.0M |
| Raymond James Financial Inc. | 0.23% | Add +8.6% | 3,189,189 | $757.8M |
| Ameriprise Financial Inc. | 0.15% | Add +10.9% | 2,748,266 | $655.9M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.92% | Add +2.2% | 2,691,000 | $639.4M |
| Meitav Investment House Ltd. | 6.71% | Add +25.3% | 2,576,146 | $612.1M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -1.3% | 2,235,446 | $531.2M |
| Cetera Investment Advisers | 0.56% | Add +5.7% | 2,217,040 | $526.8M |
| FMR LLC | 0.03% | Add +7.2% | 2,080,865 | $494.5M |
| Vantagepoint Investment Advisers LLC | 3.91% | Reduce -9.1% | 1,942,336 | $461.5M |
| Royal Bank of Canada | 0.08% | Add +35.5% | 1,743,076 | $414.2M |
| Clal Insurance Enterprises Holdings Ltd | 2.16% | Reduce -46.0% | 1,500,663 | $356.6M |
| Commonwealth Equity Services, LLC | 0.39% | Add +4.3% | 1,175,381 | $279.3M |
| Bank of America Corp. | 0.02% | Reduce -1.8% | 1,170,927 | $278.2M |
| Osaic Holdings, Inc. | 0.35% | Reduce -7.2% | 1,007,267 | $239.4M |
| Gerber Kawasaki Wealth & Investment Management | 7.60% | Add +7.4% | 1,003,302 | $238.6M |
| Private Advisor Group, LLC | 1.00% | Reduce -0.9% | 895,507 | $212.8M |
| Bank of New York Mellon Corp | 0.04% | Add +6.0% | 886,351 | $210.6M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -27.3% | 852,166 | $204.1M |
| Independent Advisor Alliance | 2.14% | Add +3472.3% | 841,158 | $199.9M |
| Norinchukin Bank, The | 2.28% | Add +112.7% | 823,000 | $195.6M |
| Nissay Asset Management Corp. /Japan | 1.03% | Add +42.0% | 821,445 | $195.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Reduce -1.4% | 803,930 | $191.0M |
| Cerity Partners LLC | 0.25% | Add +51.7% | 746,482 | $177.4M |
| UBS Group AG | 0.03% | Reduce -3.0% | 735,529 | $174.8M |
| Provida Pension Fund Administrator | 2.62% | Add +70.5% | 655,388 | $155.7M |
| Bouchey Financial Group, Ltd. | 11.31% | Add +4.3% | 613,454 | $154.1M |
| Mariner, LLC | 0.14% | Add +8.8% | 497,553 | $118.2M |
| Main Management Fund Advisors LLC | 9.86% | Add +146.8% | 1,059,100 | $117.4M |
| HighTower Advisors, LLC | 0.12% | Add +25.1% | 480,372 | $114.2M |
| Sax Wealth Advisors, LLC | 5.41% | Reduce -0.5% | 441,361 | $111.6M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +14.3% | 443,314 | $105.3M |
| Hollencrest Capital Management | 3.91% | Reduce -0.2% | 441,718 | $105.0M |
| Composition Wealth, LLC | 1.43% | Add +14.1% | 438,348 | $104.2M |
| Schroder Investment Management Group | 0.08% | Add +2.1% | 424,408 | $97.6M |
| Banco Santander, S.A. | 0.77% | Reduce -3.6% | 402,000 | $95.5M |
| MML Investors Services, LLC | 0.26% | Reduce -11.0% | 390,837 | $92.9M |
| Two Sigma Investments, LP | 0.08% | Add +1446.8% | 386,700 | $91.9M |
| Financial Security Advisor, Inc. | 16.47% | Add +925.0% | 377,396 | $89.7M |
| US Bancorp \de | 0.10% | Add +9.6% | 359,351 | $85.4M |
| Cwm, LLC | 0.22% | Add +4.8% | 354,132 | $84.1M |
| Summit Financial, LLC | 1.04% | Add +0.7% | 344,553 | $81.9M |
| Cornerstone Planning Group LLC | 10.87% | Add +11.9% | 290,204 | $81.4M |
| Integrated Wealth Concepts LLC | 0.60% | Add +10.2% | 317,576 | $75.5M |
| Western Wealth Management, LLC | 2.83% | Add +9.9% | 312,615 | $74.3M |
| Equitable Holdings, Inc. | 0.47% | Reduce -5.3% | 286,321 | $72.4M |
| Total Investment Management Inc. | 8.31% | Add +0.5% | 300,039 | $71.3M |
| Ieq Capital, LLC | 0.32% | Add +2.0% | 291,465 | $69.3M |
| Paragon Advisors, LLC | 18.44% | Add +6.7% | 287,831 | $68.4M |
| Gradient Investments LLC | 1.03% | Add +5.7% | 279,062 | $66.3M |
| Bogart Wealth, LLC | 2.45% | Add +1.0% | 266,867 | $63.4M |
| Kestra Advisory Services, LLC | 0.24% | Add +4.3% | 263,368 | $62.6M |
| Taiyo Life Insurance Co. | 6.90% | Reduce -31.3% | 263,000 | $62.5M |
| One Day In July LLC | 4.97% | Add +4.8% | 261,249 | $62.1M |
| Wealthfront Advisers LLC | 0.14% | Add +22.4% | 259,607 | $61.7M |
| NewEdge Advisors, LLC | 0.20% | Add +42.4% | 234,688 | $55.8M |
| Cresset Asset Management, LLC | 0.23% | Add +0.9% | 227,469 | $54.1M |
| Janus Henderson Group PLC | 0.03% | Reduce -26.8% | 226,706 | $53.9M |
| Truist Financial Corp. | 0.07% | Add +5.6% | 222,614 | $52.9M |
| Prosperity Consulting Group, LLC | 2.33% | Add +77.3% | 220,323 | $52.4M |
| Denver Wealth Management, Inc. | 17.75% | Add +2.3% | 217,138 | $51.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -56.2% | 216,296 | $51.4M |
| JPMorgan Chase & Co. | 0.00% | Add +67.8% | 223,502 | $51.4M |
| Rolek Wealth Management LLC | 36.69% | Add +616.0% | 215,245 | $51.1M |
| Scarborough Advisors, LLC | 5.56% | Reduce -8.4% | 213,731 | $50.8M |
| Whelan Financial | 15.72% | Add +1.1% | 213,128 | $50.6M |
| Waddell & Associates, LLC | 2.70% | Add +2.3% | 201,639 | $47.9M |
| Betterment LLC | 0.09% | Add +15.5% | 201,037 | $47.8M |
| Altfest L J & Co. Inc. | 4.95% | Add +0.9% | 194,905 | $46.3M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -10.8% | 193,372 | $45.9M |
| Rational Advisors, Inc. | 4.85% | Add +3.4% | 187,473 | $44.5M |
| Main Management LLC | 3.22% | Reduce -3.4% | 186,163 | $44.2M |
| Kingsview Wealth Management, LLC | 0.58% | Add +44.0% | 179,046 | $42.5M |
| Stratos Wealth Partners, LTD. | 0.48% | Add +2.0% | 176,266 | $41.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -75.8% | 174,496 | $41.5M |
| Hamilton Capital Partners Inc. | 1.37% | Add +27.7% | 171,661 | $40.8M |
| AQR Capital Management | 0.02% | Add +14.5% | 168,823 | $40.1M |
| Verde Capital Management | 8.43% | Add +7.5% | 165,987 | $39.4M |
| Fusion Family Wealth, LLC | 2.83% | Add +4.5% | 159,278 | $37.8M |
| Highland Financial Advisors, LLC | 9.91% | Add +7.6% | 157,863 | $37.5M |
| Tobias Financial Advisors, Inc. | 5.14% | Reduce -0.3% | 155,379 | $36.9M |
| Mainstay Capital Management LLC | 2.83% | Reduce -4.5% | 154,458 | $36.7M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +113.8% | 152,725 | $36.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -10.7% | 152,480 | $36.3M |
| EdgeRock Capital LLC | 9.80% | Reduce -1.5% | 152,199 | $36.2M |
| Arthur M. Cohen & Associates, LLC | 6.37% | Reduce -0.1% | 149,033 | $35.9M |
| Focus Partners Wealth | 0.04% | Add +7.9% | 150,786 | $35.8M |
| Lodestar Private Asset Management LLC | 3.51% | Add +3.1% | 149,900 | $35.6M |
| Sanctuary Advisors, LLC | 0.19% | Reduce -26.4% | 149,843 | $35.6M |
| Smith Chas P & Associates Pa Cpas | 1.90% | Add +1.0% | 147,234 | $35.0M |
| Syntegra Private Wealth Group, LLC | 3.32% | Reduce -21.2% | 147,205 | $35.0M |
| TruWealth Advisors, LLC | 1.68% | Reduce -1.4% | 146,787 | $34.9M |
| 360 Financial, Inc. | 10.28% | Reduce -0.4% | 143,582 | $34.1M |
| KPP Advisory Services LLC | 4.93% | Add +11.2% | 142,992 | $34.0M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +1.9% | 142,718 | $33.9M |
| Frank, Rimerman Advisors LLC | 2.21% | Add +1.8% | 141,851 | $33.7M |
| Axxcess Wealth Management, LLC | 1.08% | Add +2.0% | 141,616 | $33.7M |
| EP Wealth Advisors, LLC | 0.17% | Reduce -0.9% | 141,222 | $33.6M |
| Farther Finance Advisors, LLC | 0.32% | Add +61.5% | 138,415 | $33.3M |
| D'Orazio & Associates, Inc. | 4.30% | Reduce -1.3% | 139,872 | $33.2M |
| Aptus Capital Advisors, LLC | 0.27% | Add +105.6% | 135,829 | $32.3M |
| Adamsbrown Wealth Consultants LLC | 8.49% | Add +3.3% | 135,246 | $32.1M |
| Stewardship Advisors, LLC | 7.33% | Add +0.3% | 134,325 | $31.9M |
| Natixis Advisors, LLC | 0.04% | Add +83.0% | 134,065 | $31.9M |
| Financial Partners Group, Inc | 3.79% | Add +0.1% | 133,367 | $31.7M |
| Janney Montgomery Scott LLC | 0.08% | Add +18.9% | 130,761 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +5.2% | 130,252 | $31.0M |
| Thoroughbred Financial Services, LLC | 1.80% | Add +1.6% | 127,215 | $30.2M |
| Correct Capital Wealth Management | 5.52% | Add +799.5% | 124,413 | $29.6M |
| IFG Advisors, LLC | 4.77% | Add +5.2% | 122,659 | $29.1M |
| Foguth Wealth Management, LLC. | 3.38% | Reduce -34.6% | 95,238 | $28.9M |
| Hudock, Inc. | 4.25% | Add +10.7% | 121,547 | $28.9M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +56.9% | 121,295 | $28.8M |
| Sterling Investment Counsel, LLC | 8.05% | Reduce -0.4% | 120,899 | $28.7M |
| Brookstone Capital Management | 0.32% | Add +22.1% | 119,459 | $28.4M |
| CVFG LLC | 3.52% | Add +497.6% | 119,217 | $28.3M |
| Whitaker-Myers Wealth Managers, LTD. | 5.62% | Add +1.7% | 118,730 | $28.2M |
| Wells Fargo & Company | 0.01% | Add +295.3% | 117,991 | $28.0M |
| Integrated Capital Management, LLC | 11.82% | Add +3.9% | 117,919 | $28.0M |
| Horizon Wealth Management, LLC | 4.10% | Add +4.6% | 117,571 | $27.9M |
| JP Wealth Management, Inc. | 18.94% | Add +2.2% | 117,543 | $27.9M |
| Global Wealth Strategies & Associates | 6.59% | Add +6.0% | 112,808 | $26.8M |
| NorthRock Partners, LLC | 0.43% | Add +4.2% | 112,440 | $26.7M |
| Modern Wealth Management, LLC | 0.46% | Add +15.6% | 110,105 | $26.5M |
| Adapt Wealth Advisors, LLC | 9.59% | Add +3.0% | 111,412 | $26.5M |
| StoneX Group Inc. | 1.42% | Add +8.9% | 110,811 | $26.3M |
| Waterloo Capital, L.P. | 1.85% | Reduce -12.9% | 110,646 | $26.3M |
| Advisors Preferred, LLC | 3.87% | Add +14.4% | 110,640 | $26.3M |
| VestGen Advisors, LLC | 0.73% | Add +10.4% | 89,914 | $26.2M |
| Eagle Strategies LLC | 3.08% | Add +915.0% | 108,554 | $25.8M |
| RFG Advisory, LLC | 0.47% | Reduce -6.9% | 108,314 | $25.7M |
| Apriem Advisors | 2.44% | Reduce -12.5% | 107,614 | $25.6M |
| Latko Wealth Management, Ltd. | 12.45% | Add +2.0% | 107,469 | $25.5M |
| AAF Wealth Management, LLC | 10.39% | Add +1.7% | 106,626 | $25.3M |
| Leith Wheeler Investment Counsel Ltd. | 2.09% | Add +0.1% | 106,290 | $25.3M |
| Spectrum Wealth Advisory Group, LLC | 9.04% | Add +109.2% | 102,308 | $24.3M |
| Citizens Financial Group Inc. | 0.33% | Reduce -18.0% | 98,878 | $23.5M |
| Creative Planning | 0.02% | Add +17.1% | 98,804 | $23.5M |
| Investment Planning Advisors, Inc. | 6.44% | Add +54.7% | 98,485 | $23.4M |
| Atlas Legacy Advisors, LLC | 4.23% | Add +6.2% | 97,388 | $23.1M |
| Hill Island Financial LLC | 5.56% | Add +2.9% | 96,357 | $22.9M |
| Bokf, NA | 0.35% | Add +38.9% | 95,854 | $22.8M |
| Asset Allocation Strategies LLC | 4.03% | Reduce -3.5% | 95,493 | $22.7M |
| AllGen Financial Advisors, Inc. | 5.34% | Reduce -9.2% | 94,726 | $22.5M |
| Oppenheimer & Co. Inc. | 0.27% | Add +6.6% | 94,563 | $22.5M |
| Gladstone Institutional Advisory LLC | 0.83% | Add +28.6% | 93,782 | $22.3M |
| Asset One Wealth Management LLC | 2.46% | Add +20.2% | 83,751 | $22.2M |
| United Capital Financial Advisors, LLC | 0.14% | Add +7.9% | 92,843 | $22.1M |
| Hunter Associates Investment Management LLC | 2.88% | Add +3.2% | 91,849 | $21.8M |
| Madison Wealth Partners, Inc | 3.45% | Add +439.3% | 91,046 | $21.6M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +8.0% | 90,068 | $21.4M |
| World Investment Advisors | 0.34% | Add +4.4% | 90,001 | $21.4M |
| Principia Wealth Advisory, LLC | 11.42% | Add +2.2% | 975,584 | $20.2M |
| Diversified Enterprises, LLC | 1.07% | Reduce -0.5% | 82,247 | $19.5M |
| Bank Hapoalim BM | 3.19% | Reduce -42.3% | 82,000 | $19.5M |
| Ancora Advisors LLC | 0.41% | Add +0.6% | 80,695 | $19.2M |
| Prospera Financial Services Inc | 0.31% | Add +19.5% | 79,927 | $19.0M |
| Rollins Financial Advisors, LLC | 2.98% | Reduce -0.2% | 79,236 | $18.8M |
| Exchange Traded Concepts, LLC | 0.14% | Reduce -63.4% | 79,160 | $18.8M |
| Solano Wealth Investment Advisors LLC | 9.18% | Add +1.5% | 77,480 | $18.4M |
| Anchor Investment Management, LLC | 1.53% | Add +0.2% | 77,268 | $18.4M |
| MAI Capital Management | 0.10% | Add +12.9% | 77,088 | $18.3M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +5.4% | 77,005 | $18.3M |
| Enclave Advisors LLC | 2.60% | Add +63.8% | 76,743 | $18.2M |
| IHT Wealth Management, LLC | 0.42% | Reduce -54.4% | 76,176 | $18.1M |
| Marmo Financial Group, LLC | 8.95% | Reduce -1.0% | 76,059 | $18.1M |
| Level Four Advisory Services, LLC | 0.59% | Reduce -0.9% | 75,849 | $18.0M |
| Jackson Wealth Management, LLC | 1.85% | Reduce -0.1% | 75,830 | $18.0M |
| Sepio Capital, LP | 0.96% | Add +8.2% | 74,200 | $17.6M |
| Consilio Wealth Advisors, LLC | 5.12% | Add +2322.3% | 73,736 | $17.5M |
| Wick Capital Partners, LLC | 3.18% | Add +8.9% | 73,291 | $17.4M |
| Journey Strategic Wealth LLC | 0.43% | Add +0.2% | 72,728 | $17.3M |
| Clark Wealth Partners | 11.41% | Reduce -9.5% | 71,510 | $17.0M |
| Future Financial Wealth Managment LLC | 10.95% | Add +6.2% | 64,600 | $17.0M |
| StoneCrest Wealth Management, Inc. | 7.07% | Reduce -0.5% | 70,318 | $16.7M |
| Forge Financial Services LLC | 1.65% | Reduce -0.1% | 68,426 | $16.3M |
| Secure Asset Management, LLC | 2.51% | Add +4.8% | 66,659 | $15.8M |
| B&D White Capital Company, LLC | 1.95% | Reduce -35.2% | 66,498 | $15.8M |
| Transamerica Financial Advisors, LLC | 1.34% | Reduce -10.6% | 66,096 | $15.7M |
| Drake & Associates, LLC | 2.93% | Add +14.9% | 64,680 | $15.4M |
| Empire Life Investments Inc. | 0.91% | Reduce -3.1% | 62,000 | $14.9M |
| Citigroup Inc. | 0.01% | Add +10.3% | 61,932 | $14.7M |
| Carroll Advisory Group, LLC | 5.68% | Add +9.1% | 61,566 | $14.6M |
| Walker Financial Services, Inc. | 4.93% | Add +27.8% | 60,605 | $14.4M |
| Highline Wealth Partners LLC | 3.66% | Add +35.6% | 60,126 | $14.3M |
| Focus Financial Network, Inc. | 0.51% | Reduce -21.6% | 59,805 | $14.2M |
| Foundations Investment Advisors, LLC | 0.18% | Reduce -11.5% | 59,556 | $14.2M |
| Keybank National Association | 0.05% | Add +30.2% | 58,143 | $13.8M |
| Compass Financial Services Inc | 5.94% | Reduce -0.3% | 57,711 | $13.7M |
| Capstone Wealth Management Group, LLC | 5.71% | Add +0.1% | 57,397 | $13.6M |
| Avior Wealth Management, LLC | 0.39% | Add +0.1% | 57,337 | $13.6M |
| Bucket List Wealth Management, LLC | 7.97% | Reduce -13.0% | 55,680 | $13.2M |
| Bauman Advisory Group, LLC | 9.27% | Add +15.7% | 55,663 | $13.2M |
| Cooper Capital Advisors LLC | 9.07% | Reduce -4.0% | 54,538 | $13.0M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +9.6% | 54,154 | $12.9M |
| CAP Partners, LLC | 7.18% | Reduce -0.5% | 53,511 | $12.7M |
| Roundview Capital LLC | 0.79% | Add +3.4% | 53,295 | $12.7M |
| Analyst IMS Investment Management Services Ltd. | 0.38% | No change | 52,990 | $12.6M |
| ODonnell Financial Services, LLC | 4.31% | New | 52,737 | $12.5M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +4.7% | 51,246 | $12.2M |
| Bison Wealth, LLC | 1.17% | Add +95.4% | 41,100 | $12.1M |
| Modus Advisors, LLC | 3.28% | Reduce -12.8% | 50,135 | $11.9M |
| Dogwood Wealth Management LLC | 5.16% | Add +10.4% | 49,953 | $11.9M |
| Rooted Wealth Advisors, Inc. | 3.11% | Add +2.2% | 44,281 | $11.8M |
| Woodard & Co. Asset Management Group Inc. | 1.88% | Add +1.5% | 49,477 | $11.8M |
| Winthrop Advisory Group LLC | 0.96% | Add +36.1% | 49,317 | $11.7M |
| Sunrise Financial Services, LLC | 8.26% | Reduce -24.1% | 49,053 | $11.7M |
| URS Advisory LLC | 8.50% | Add +5.3% | 48,903 | $11.6M |
| Tradition Wealth Management, LLC | 0.82% | Add +20.5% | 48,721 | $11.6M |
| Financial Enhancement Group LLC | 1.44% | Add +12.9% | 43,305 | $11.6M |
| Sims Investment Management, LLC | 4.21% | Add +2.3% | 48,243 | $11.5M |
| Merit Financial Group, LLC | 0.08% | Reduce -11.1% | 48,066 | $11.4M |
| Baring Financial LLC | 6.97% | Reduce -0.7% | 47,960 | $11.4M |
| Carter Financial Group, INC. | 6.84% | Reduce -1.7% | 46,540 | $11.1M |
| Silver Oak Securities, Incorporated | 0.80% | Reduce -4.4% | 46,302 | $11.0M |
| Strategent Financial, LLC | 7.47% | Add +6.4% | 46,273 | $11.0M |
| Rehmann Capital Advisory Group | 0.56% | Add +1.0% | 45,661 | $10.9M |
| Retirement Management Systems Inc. | 2.61% | Add +13.5% | 45,648 | $10.8M |
| Boyum Wealth Architects LLC | 4.48% | Add +23.5% | 38,660 | $10.7M |
| Advisors Capital Management, LLC | 0.13% | Add +3.2% | 44,568 | $10.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.78% | Add +15.5% | 44,382 | $10.5M |
| Lowery Thomas, LLC | 6.03% | Add +0.7% | 44,397 | $10.5M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -0.5% | 43,467 | $10.3M |
| Sowell Financial Services LLC | 0.38% | Add +6.5% | 43,452 | $10.3M |
| AlTi Global, Inc. | 0.22% | No change | 42,200 | $10.3M |
| &partners | 0.05% | Add +15.5% | 43,500 | $10.3M |
| Prota Financial, LLC | 7.38% | Add +8.5% | 42,873 | $10.2M |
| Flow Traders U.S. LLC | 0.32% | New | 42,717 | $10.2M |
| Evensky & Katz LLC | 0.57% | Add +13.4% | 42,485 | $10.1M |
| Fortis Group Advisors, LLC | 1.67% | Reduce -27.1% | 36,677 | $10.1M |
| Sage Mountain Advisors LLC | 0.70% | Add +0.0% | 42,186 | $10.0M |
| Solitude Financial Services | 2.96% | Add +6.7% | 38,127 | $10.0M |
| SG Americas Securities, LLC | 0.01% | No change | 41,863 | $9.9M |
| Independent Financial Group, LLC | 0.22% | Add +14.8% | 41,652 | $9.9M |
| Congress Park Capital LLC | 2.99% | Add +6.0% | 40,994 | $9.7M |
| Wall Street Financial Group, Inc. | 5.68% | Reduce -23.0% | 40,367 | $9.6M |
| JBR Co Financial Management Inc | 3.99% | No change | 37,642 | $9.5M |
| Helios Capital Management Pte. Ltd. | 10.00% | Reduce -22.0% | 40,000 | $9.5M |
| Gerber, LLC | 5.34% | Add +22.6% | 39,768 | $9.4M |
| Barings LLC | 0.16% | Add +19.9% | 39,184 | $9.3M |
| Procyon Advisors, LLC | 0.45% | Reduce -11.1% | 39,027 | $9.3M |
| RiverFront Investment Group, LLC | 0.14% | Add +1.0% | 38,857 | $9.2M |
| Harbour Investments, Inc. | 0.14% | Add +34.8% | 38,655 | $9.2M |
| Trademark Financial Management, LLC | 4.50% | Add +114.7% | 38,647 | $9.2M |
| Kovack Advisors, Inc. | 0.49% | Reduce -2.2% | 38,084 | $9.2M |
| Alpha Financial Advisors, LLC | 2.79% | Reduce -0.2% | 38,353 | $9.1M |
| Advisory Services Network, LLC | 0.12% | Reduce -4.8% | 38,069 | $9.0M |
| Integrity Wealth Solutions LLC | 3.55% | Add +0.7% | 38,031 | $9.0M |
| Capital Developers, LLC | 8.10% | Add +0.3% | 37,849 | $9.0M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +6.2% | 37,615 | $8.9M |
| Guardian Asset Advisors, LLC | 5.22% | Reduce -0.2% | 37,610 | $8.9M |
| Gateway Wealth Partners, LLC | 0.35% | Add +764.5% | 37,588 | $8.9M |
| Clarity Asset Management, Inc. | 4.48% | Add +3036.9% | 37,266 | $8.9M |
| HighPoint Advisor Group LLC | 0.37% | Reduce -5.7% | 37,159 | $8.8M |
| Quantinno Capital Management LP | 0.01% | Add +194.9% | 36,010 | $8.6M |
| WBH Advisory Inc. | 0.62% | Reduce -3.9% | 34,159 | $8.2M |
| HBW Advisory Services LLC | 0.85% | Reduce -2.9% | 34,075 | $8.1M |
| Tide Cove Capital Partners LLC | 5.50% | Reduce -21.9% | 29,630 | $8.1M |
| HT Partners LLC | 2.41% | Reduce -1.1% | 33,502 | $8.0M |
| Calton & Associates, Inc. | 1.14% | Add +10.1% | 33,483 | $8.0M |
| Vance Wealth, LLC | 2.30% | Add +2.3% | 33,467 | $8.0M |
| Harbor Capital Advisors, Inc. | 0.64% | Reduce -32.5% | 33,087 | $7.9M |
| Intentional Wealth Strategies, LLC | 7.25% | — | 32,748 | $7.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | Reduce -98.9% | 32,731 | $7.8M |
| Raub Brock Capital Management LP | 1.95% | Add +2.8% | 32,412 | $7.7M |
| Signal Advisors Wealth, LLC | 0.53% | Add +20.3% | 32,347 | $7.7M |
| Blair William & Co. | 0.02% | Add +53.9% | 32,118 | $7.6M |
| Arax Advisory Partners | 0.21% | Reduce -6.8% | 31,592 | $7.5M |
| Atria Investments, Inc | 0.08% | Reduce -54.3% | 31,424 | $7.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -8.7% | 31,348 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -9.3% | 30,790 | $7.3M |
| New Perspectives, Inc | 2.52% | Add +16.2% | 30,617 | $7.3M |
| Visionary Wealth Advisors | 0.32% | Reduce -33.5% | 30,540 | $7.3M |
| Park Place Capital Corp | 1.45% | Add +3498.3% | 30,478 | $7.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.41% | Reduce -54.9% | 30,072 | $7.1M |
| Centaurus Financial, Inc. | 0.34% | Add +16.5% | 29,962 | $7.1M |
| Echo45 Advisors LLC | 4.00% | Add +2.8% | 29,946 | $7.1M |
| Aspire Growth Partners LLC | 4.86% | Add +10.7% | 29,823 | $7.1M |
| Summit Financial Consulting LLC | 5.01% | Reduce 0.0% | 29,457 | $7.0M |
| OneDigital Investment Advisors LLC | 0.07% | Add +19.5% | 29,445 | $7.0M |
| Wealth Group Ltd | 1.58% | Add +19.5% | 29,170 | $6.9M |
| Carnegie Investment Counsel | 0.13% | Reduce -5.7% | 29,130 | $6.9M |
| Tempo Wealth, LLC | 1.21% | Add +15.0% | 29,119 | $6.9M |
| Ameritas Advisory Services, LLC | 0.27% | Add +15.9% | 28,865 | $6.9M |
| Financial Futures Ltd Liability Co. | 3.00% | Add +12.9% | 28,698 | $6.8M |
| Mueller Wealth, LLC | 5.44% | New | 28,685 | $6.8M |
| Cornerstone Financial Group, LLC | 4.33% | Reduce -1.6% | 24,310 | $6.7M |
| Gill Capital Partners, LLC | 1.94% | New | 28,393 | $6.7M |
| Safeguard Investment Advisory Group, LLC | 1.85% | Add +0.3% | 28,241 | $6.7M |
| Central Pacific Bank - Trust Division | 0.87% | Reduce -22.4% | 27,598 | $6.6M |
| Mutual Advisors, LLC | 0.14% | Reduce -3.3% | 27,389 | $6.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.7% | 27,215 | $6.5M |
| PCG Wealth Advisors, LLC | 1.63% | Add +1.2% | 27,202 | $6.5M |
| Petix & Botte Co | 2.89% | Reduce -42.8% | 27,178 | $6.5M |
| Ritter Daniher Financial Advisory LLC / DE | 1.09% | Add +1.8% | 27,054 | $6.4M |
| ATX Financial Planning, LLC | 4.84% | Reduce -3.7% | 26,811 | $6.4M |
| Redwood Financial Network Corp | 4.17% | Add +2.1% | 26,769 | $6.4M |
| Ascent Advisors, LLC | 11.59% | — | 26,567 | $6.3M |
| Retirement Financial Solutions, LLC | 1.79% | Reduce -62.0% | 26,332 | $6.3M |
| Appalachian Capital Management Ltd | 4.99% | Add +5.9% | 26,221 | $6.2M |
| Total Clarity Wealth Management, Inc. | 1.41% | Add +0.3% | 25,187 | $6.0M |
| Caprock Group, LLC | 0.14% | Add +0.6% | 25,141 | $6.0M |
| Eldridge Investment Advisors, Inc. | 1.31% | Add +18.4% | 25,092 | $6.0M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Add +2.4% | 25,076 | $6.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +6.7% | 24,857 | $5.9M |
| Eddie Patel Inc | 4.52% | Reduce -22.6% | 24,764 | $5.9M |
| Avestar Capital, LLC | 0.40% | Reduce -0.4% | 24,698 | $5.9M |
| Premier Private Wealth Management LLC | 6.14% | Add +18.4% | 24,491 | $5.8M |
| Centennial Wealth Advisory LLC | 1.40% | Add +90.5% | 24,383 | $5.8M |
| Prism Advisors, Inc. | 1.54% | Add +5.5% | 24,336 | $5.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Add +83.3% | 24,018 | $5.7M |
| Lansing Street Advisors | 1.42% | Add +7.2% | 23,762 | $5.6M |
| Arkansas Financial Group, Inc. | 0.79% | Add +157.7% | 22,609 | $5.6M |
| Maia Wealth LLC | 0.95% | Add +38.9% | 23,709 | $5.6M |
| Allen Investment Management, LLC | 0.07% | Add +87.4% | 23,590 | $5.6M |
| Lynch Investment Planning, LLC | 5.00% | Add +6.1% | 23,434 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +55.0% | 23,370 | $5.6M |
| First Heartland Consultants, Inc. | 0.42% | Reduce -20.6% | 23,301 | $5.5M |
| Great Lakes Retirement, Inc. | 0.57% | Add +3.9% | 23,275 | $5.5M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +13.8% | 23,237 | $5.5M |
| Collaborative Wealth Managment Inc. | 2.54% | Reduce -34.2% | 23,161 | $5.5M |
| Graney & King, LLC | 2.93% | Add +0.9% | 22,909 | $5.4M |
| GenTrust, LLC | 0.23% | Reduce -45.5% | 22,759 | $5.4M |
| Cabot Wealth Management Inc. | 0.62% | Add +26.9% | 22,748 | $5.4M |
| Milestones Private Investment Advisors LLC | 4.74% | Add +1.4% | 22,659 | $5.4M |
| Strategic Advisors LLC | 0.88% | Add +7.2% | 22,291 | $5.3M |
| Arete Wealth Advisors, LLC | 0.39% | Reduce -64.2% | 22,055 | $5.2M |
| Tennessee Valley Asset Management Partners | 0.69% | Reduce -3.6% | 21,975 | $5.2M |
| PlanVest Financial, Inc | 3.97% | — | 21,964 | $5.2M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -47.6% | 21,953 | $5.2M |
| Investment Advisory Services Group LLC | 4.53% | Add +10.1% | 21,911 | $5.2M |
| WJ Wealth Management, LLC | 2.41% | Reduce -0.6% | 21,625 | $5.1M |
| Q3 Asset Management | 1.24% | Reduce -61.0% | 21,585 | $5.1M |
| Toth Financial Advisory Corp. | 0.56% | Reduce -1.8% | 21,547 | $5.1M |
| One Capital Management, LLC | 0.14% | Add +56.4% | 21,471 | $5.1M |
| WCG Wealth Advisors LLC | 0.14% | Add +7.7% | 21,210 | $5.0M |
| IMG Wealth Management, Inc. | 3.20% | Add +16.5% | 21,134 | $5.0M |
| Galvin, Gaustad & Stein, LLC | 0.41% | Reduce -58.4% | 21,128 | $5.0M |
| Pearl Planning LLC | 2.68% | Add +4.5% | 21,086 | $5.0M |
| High Note Wealth, LLC | 0.98% | Add +0.7% | 20,973 | $5.0M |
| Retirement Planning Group, LLC / NY | 3.19% | Add +18.3% | 20,851 | $5.0M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -9.2% | 20,844 | $5.0M |
| Byrne Financial Freedom, LLC | 2.36% | Reduce -2.5% | 20,780 | $4.9M |
| Bensler, LLC | 0.51% | Add +0.1% | 20,777 | $4.9M |
| Westside Investment Management, Inc. | 0.75% | Add +25.0% | 20,618 | $4.9M |
| Warner Group LLC | 3.18% | Add +11.9% | 20,529 | $4.9M |
| IFP Advisors, Inc | 0.10% | Reduce -16.2% | 20,503 | $4.9M |
| Bernardo Wealth Planning LLC | 0.95% | Reduce -0.1% | 20,467 | $4.9M |
| Encompass More Asset Management | 0.81% | Add +1092.2% | 20,089 | $4.8M |
| National Bank of Canada | 0.00% | Add +110.7% | 20,040 | $4.8M |
| Balance Wealth Partners LLC | 1.48% | New | 20,025 | $4.8M |
| Smith Shellnut Wilson LLC | 2.08% | Reduce -3.5% | 20,017 | $4.8M |
| Brown Advisory Inc. | 0.01% | Add +168.3% | 19,987 | $4.7M |
| United Advisor Group, LLC | 0.59% | Reduce -38.9% | 19,970 | $4.7M |
| Onyx Bridge Wealth Group LLC | 0.51% | Reduce -0.1% | 19,967 | $4.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 19,737 | $4.7M |
| Faithward Advisors, LLC | 0.67% | Add +6.2% | 19,711 | $4.7M |
| HRT Financial LP | 0.01% | New | 19,674 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +16.2% | 20,644 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Add +5.7% | 19,592 | $4.7M |
| JGP Wealth Management, LLC | 0.48% | Add +47.5% | 19,423 | $4.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | No change | 19,301 | $4.6M |
| Y.D. More Investments Ltd | 0.18% | Add +221.7% | 19,300 | $4.6M |
| Luken Investment Analytics, LLC | 1.75% | Add +55.0% | 19,291 | $4.6M |
| PFG Investments, LLC | 0.21% | Reduce -6.0% | 19,157 | $4.6M |
| PAX Financial Group, LLC | 0.77% | Add +7.2% | 19,044 | $4.5M |
| AlphaCore Capital LLC | 0.11% | Add +0.8% | 19,020 | $4.5M |
| Atlas Private Wealth Advisors | 1.06% | Add +7.8% | 18,913 | $4.5M |
| Landmark Wealth Management, LLC | 1.18% | Add +34.0% | 18,587 | $4.4M |
| Integrity Wealth Advisors, Inc. | 2.62% | Add +52.4% | 18,363 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -4.7% | 18,266 | $4.3M |
| Bank of Montreal | 0.00% | Add +7.4% | 18,045 | $4.3M |
| Coquina Private Wealth LLC | 3.43% | Add +17.3% | 17,969 | $4.3M |
| AGH Wealth Advisors, LLC | 3.14% | Reduce -26.8% | 17,924 | $4.3M |
| AE Wealth Management LLC | 0.02% | Reduce -11.6% | 17,546 | $4.2M |
| Florida Financial Advisors, LLC | 0.99% | Add +71.0% | 17,461 | $4.1M |
| Kirtland Hills Capital Management, LLC | 1.31% | Add +99.3% | 15,287 | $4.1M |
| Belpointe Asset Management LLC | 0.15% | Reduce -38.5% | 17,293 | $4.1M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3.07% | New | 20,226 | $4.1M |
| National Philanthropic Trust | 0.04% | No change | 17,149 | $4.1M |
| Theory Financial LLC | 1.43% | Reduce -17.6% | 17,105 | $4.1M |
| Principal Securities, Inc. | 0.06% | Add +16.6% | 17,070 | $4.1M |
| Purus Wealth Management, LLC | 1.28% | Add +12.7% | 16,961 | $4.0M |
| SBI Securities Co., Ltd. | 0.11% | Reduce -5.6% | 16,917 | $4.0M |
| New Wave Wealth Advisors LLC | 1.40% | Reduce -42.3% | 16,850 | $4.0M |
| Mgo One Seven LLC | 0.08% | Add +4.9% | 16,815 | $4.0M |
| Castle Wealth Management LLC | 1.28% | Reduce -0.7% | 16,645 | $4.0M |
| MPWM Advisory Solutions, LLC | 2.09% | Reduce -34.1% | 16,580 | $3.9M |
| 626 Financial, LLC | 1.76% | New | 16,579 | $3.9M |
| Regal Investment Advisors LLC | 0.23% | Add +19.8% | 16,573 | $3.9M |
| Cordoba Advisory Partners LLC | 1.06% | Add +22.1% | 16,089 | $3.8M |
| BKM Wealth Management, LLC | 1.39% | Add +17.2% | 16,024 | $3.8M |
| Circle Wealth Management, LLC | 0.05% | Reduce -1.6% | 15,843 | $3.8M |
| Bright Financial Advisors, Inc. | 1.72% | Add +11.3% | 15,754 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +240.0% | 15,718 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +13.6% | 15,665 | $3.7M |
| AA Financial Advisors, LLC | 0.52% | Add +178.3% | 15,604 | $3.7M |
| Meridian Financial Advisors, LLC | 1.99% | Add +7.8% | 15,325 | $3.6M |
| Cassaday & Co Wealth Management LLC | 0.08% | Reduce -1.8% | 15,201 | $3.6M |
| Legacy Capital Wealth Management, LLC | 2.10% | Reduce -2.7% | 15,127 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.7% | 15,094 | $3.6M |
| Mather Group, Llc. | 0.04% | New | 15,060 | $3.6M |
| PFG Advisors | 0.17% | Add +22.8% | 14,992 | $3.6M |
| Trivium Point Advisory, LLC | 0.64% | Reduce -60.7% | 14,802 | $3.5M |
| SHUTTLEWORTH & Co | 3.16% | Add +4.1% | 14,718 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +19.9% | 14,692 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +11.4% | 14,636 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +26.1% | 14,590 | $3.5M |
| Triton Financial Group Inc | 6.02% | Add +102.6% | 14,092 | $3.5M |
| National Wealth Management Group, LLC | 1.28% | Reduce -42.1% | 14,409 | $3.4M |
| Elm3 Financial Group, LLC | 2.87% | Reduce -0.1% | 14,293 | $3.4M |
| Commerce Bank | 0.02% | New | 14,180 | $3.4M |
| Round Rock Advisors LLC | 0.51% | Add +1.8% | 14,138 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +21.6% | 13,970 | $3.3M |
| Norris Financial Group, LLC | 1.08% | Reduce -5.8% | 13,878 | $3.3M |
| Diversify Wealth Management, LLC | 0.06% | Add +765.0% | 12,076 | $3.3M |
| Brown Financial Advisors | 1.24% | Reduce -0.6% | 13,797 | $3.3M |
| Maridea Wealth Management LLC | 0.48% | Reduce -24.4% | 13,757 | $3.3M |
| Bestgate Wealth Advisors, LLC | 5.89% | Add +9.3% | 13,751 | $3.3M |
| Jackson Square Capital, LLC | 0.68% | Reduce -51.5% | 13,729 | $3.3M |
| Redhawk Wealth Advisors, Inc. | 0.36% | Add +5.5% | 13,705 | $3.3M |
| AMG National Trust Bank | 0.07% | Add +86.0% | 13,635 | $3.2M |
| Blue Edge Capital, LLC | 0.43% | Reduce -58.1% | 13,600 | $3.2M |
| Alchemi Wealth, LLC | 1.79% | Add +2.6% | 13,571 | $3.2M |
| AssuredPartners Investment Advisors, LLC | 0.35% | Reduce -55.1% | 13,279 | $3.2M |
| Sulzberger Capital Advisors, Inc. | 3.27% | Reduce -3.1% | 13,477 | $3.2M |
| Commonwealth Financial Services, LLC | 0.50% | Add +0.2% | 13,401 | $3.2M |
| Vontobel Holding Ltd. | 0.01% | Add +122.5% | 13,350 | $3.2M |
| Evolution Wealth Management Inc. | 2.30% | Add +78.4% | 13,258 | $3.2M |
| FourThought Financial Partners, LLC | 0.27% | Add +11.2% | 13,211 | $3.1M |
| Silverlake Wealth Management LLC | 0.66% | Add +8.6% | 13,204 | $3.1M |
| Golden State Wealth Management, LLC | 0.34% | Add +1501.6% | 13,101 | $3.1M |
| Vise Technologies, Inc. | 0.06% | No change | 12,211 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -2.9% | 11,555 | $3.1M |
| Mid-American Wealth Advisory Group, Inc. | 1.30% | No change | 12,166 | $3.1M |
| BankPlus Wealth Management LLC | 1.58% | Add +19.5% | 12,867 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +8.2% | 12,851 | $3.1M |
| Austin Wealth Management, LLC | 0.69% | Reduce -1.1% | 12,580 | $3.0M |
| Sanchez Wealth Management Group | 0.66% | Add +47.7% | 12,819 | $3.0M |
| Destiny Capital Corp | 1.62% | Add +10.9% | 12,788 | $3.0M |
| International Assets Investment Management, LLC | 0.21% | Reduce -25.8% | 12,423 | $3.0M |
| BCS Wealth Management | 0.61% | Reduce -47.6% | 12,574 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -19.3% | 12,544 | $3.0M |
| Bank of New Hampshire | 0.68% | Add +1.8% | 12,498 | $3.0M |
| Hegarty Advisors, LLC | 2.34% | Reduce -10.4% | 12,494 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.3% | 12,375 | $2.9M |
| Sandy Cove Advisors, LLC | 0.88% | Add +6.4% | 12,321 | $2.9M |
| Essex Financial Services, Inc. | 0.16% | Add +1.0% | 12,277 | $2.9M |
| Wbi Investments, LLC | 0.80% | Reduce -47.1% | 12,126 | $2.9M |
| Millington Securities, LLC | 0.80% | — | 12,126 | $2.9M |
| Allworth Financial LP | 0.01% | Add +7.0% | 12,098 | $2.9M |
| Money Concepts Capital Corp. | 0.16% | Reduce -53.5% | 12,064 | $2.9M |
| Family Legacy Financial Solutions, LLC | 2.33% | New | 11,916 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -3.1% | 12,024 | $2.9M |
| Maripau Wealth Management LLC | 1.25% | Add +6.3% | 11,969 | $2.8M |
| Flagship Private Wealth, LLC | 1.14% | Add +3.9% | 11,841 | $2.8M |
| SCS Capital Management LLC | 0.03% | Reduce -11.0% | 11,807 | $2.8M |
| TD Capital Management LLC | 0.25% | Add +5.8% | 11,570 | $2.7M |
| jvl associates llc | 0.91% | Reduce -38.1% | 11,403 | $2.7M |
| Wagner Wealth Management, Corp | 2.42% | Add +48.0% | 11,323 | $2.7M |
| Third View Private Wealth, LLC | 0.37% | Add +38.7% | 11,233 | $2.7M |
| Avise Financial Cooperative, Inc. | 2.22% | Add +3.9% | 11,206 | $2.7M |
| Hamilton Capital Partners, LLC | 0.83% | Add +146.6% | 11,174 | $2.7M |
| Savvy Advisors, Inc. | 0.07% | Reduce -2.9% | 11,156 | $2.7M |
| Next Capital Management LLC | 0.80% | Reduce -0.2% | 11,148 | $2.6M |
| Moneco Advisors, LLC | 0.21% | Add +26.9% | 11,136 | $2.6M |
| YHB Investment Advisors, Inc. | 0.19% | New | 11,114 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.65% | New | 11,017 | $2.6M |
| Wedbush Securities Inc. | 0.08% | Add +11.3% | 10,980 | $2.6M |
| Founders Financial Securities LLC | 0.15% | Add +83.2% | 10,327 | $2.6M |
| Hanseatic Management Services Inc. | 2.48% | — | 10,888 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -2.7% | 10,883 | $2.6M |
| Rainier Family Wealth Inc. | 1.73% | New | 10,826 | $2.6M |
| Second Line Capital, LLC | 0.49% | New | 9,335 | $2.6M |
| Rede Wealth, LLC | 0.92% | Add +11.0% | 10,773 | $2.6M |
| Keystone Wealth Services, LLC | 0.54% | Add +1.9% | 10,697 | $2.5M |
| NWF Advisory Services Inc. | 0.29% | Add +34.4% | 10,690 | $2.5M |
| Root Financial Partners, LLC | 0.12% | Add +100.0% | 10,616 | $2.5M |
| Connecticut Capital Management Group, LLC | 2.36% | Reduce -3.4% | 10,535 | $2.5M |
| Zhang Financial LLC | 0.09% | Add +7.3% | 10,464 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +5425.9% | 10,444 | $2.5M |
| Wealth Management Nebraska | 0.25% | Reduce -1.8% | 10,428 | $2.5M |
| First Financial Corp. | 0.97% | Add +25.7% | 10,393 | $2.5M |
| Balentine LLC | 0.10% | No change | 10,389 | $2.5M |
| Garton & Associates Financial Advisors LLC | 2.01% | Add +6.0% | 10,352 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +30.1% | 10,294 | $2.4M |
| Paladin Wealth, LLC | 1.67% | Add +10.9% | 10,232 | $2.4M |
| Dougherty & Associates, LLC | 2.23% | Add +1.1% | 10,229 | $2.4M |
| Comprehensive Wealth Management, LLC | 1.21% | Add +6.0% | 10,101 | $2.4M |
| Intrua Financial, LLC | 0.26% | Reduce -26.3% | 10,044 | $2.4M |
| Clear Creek Financial Management, LLC | 0.18% | Add +5.3% | 10,012 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -21.4% | 9,898 | $2.4M |
| Nwam LLC | 0.13% | Reduce -6.3% | 9,750 | $2.3M |
| XTX Topco Ltd | 0.04% | Add +251.3% | 9,731 | $2.3M |
| Marshall Financial Group, LLC | 0.37% | Reduce -3.7% | 9,724 | $2.3M |
| RDA Financial Network | 0.57% | Add +5.6% | 9,624 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +4.4% | 9,576 | $2.3M |
| Vienna Asset Management LLC | 1.78% | Add +6.9% | 9,499 | $2.3M |
| Falcon Wealth Planning | 0.15% | Reduce -0.4% | 9,492 | $2.3M |
| Reliant Investment Partners, LLC | 1.86% | Add +3.5% | 9,470 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Add +90.0% | 9,457 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +19.8% | 9,441 | $2.2M |
| Worth Asset Management, LLC | 0.83% | Reduce -48.2% | 9,343 | $2.2M |
| Pioneer Family Office, LLC | 1.56% | Add +1.6% | 9,290 | $2.2M |
| Sequent Planning LLC | 0.53% | Add +4.0% | 9,246 | $2.2M |
| Wealthgarden F.S. LLC | 1.50% | Reduce -1.3% | 9,236 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.19% | — | 9,225 | $2.2M |
| Legacy Wealth Managment, LLC | 1.07% | Add +2146.3% | 9,075 | $2.2M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -4.7% | 9,059 | $2.2M |
| Redwood Family Wealth LLC | 2.10% | Reduce -9.9% | 9,017 | $2.1M |
| Altus Wealth Group LLC | 0.87% | Reduce -0.2% | 8,932 | $2.1M |
| Private Trust Co. NA | 0.19% | Reduce -7.2% | 8,903 | $2.1M |
| Kieckhefer Group LLC | 0.99% | Add +16.4% | 8,863 | $2.1M |
| Sightline Wealth Advisors, LLC | 0.89% | Reduce -0.0% | 8,861 | $2.1M |
| Valued Retirements, Inc. | 2.02% | Add +2.4% | 8,712 | $2.1M |
| Cornerstone Advisory, LLC | 0.19% | Add +15.2% | 8,658 | $2.1M |
| Certuity, LLC | 0.13% | Reduce -17.0% | 8,634 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 8,629 | $2.1M |
| Brandywine Oak Private Wealth LLC | 0.17% | Add +0.7% | 8,540 | $2.0M |
| Triton Wealth Management, PLLC | 0.75% | Add +1.7% | 8,396 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 8,534 | $2.0M |
| Invst, LLC | 0.23% | Reduce -27.3% | 8,450 | $2.0M |
| Capital Analysts, LLC | 0.05% | Add +17.7% | 8,417 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +127.5% | 8,357 | $2.0M |
| Hyposwiss Advisors SA | 1.96% | No change | 8,350 | $2.0M |
| Valeo Financial Advisors, LLC | 0.05% | Add +29.9% | 8,344 | $2.0M |
| Cabana LLC | 15.52% | Add +3.6% | 8,322 | $2.0M |
| Fortitude Financial, LLC | 1.04% | Add +4.5% | 8,291 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +8.7% | 8,247 | $2.0M |
| Evanson Asset Management, LLC | 0.10% | Reduce -0.7% | 8,196 | $1.9M |
| Tandem Investment Partners LLC | 1.64% | Add +7.5% | 8,152 | $1.9M |
| Sfmg, LLC | 0.13% | Add +4.0% | 8,151 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Add +6.6% | 8,124 | $1.9M |
| Comprehensive Financial Planning, Inc. | 1.33% | Add +7.5% | 8,107 | $1.9M |
| Proactive Wealth Strategies LLC | 0.36% | Add +95.0% | 8,085 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -66.1% | 8,043 | $1.9M |
| Global Financial Private Client, LLC | 0.62% | Add +3.9% | 8,014 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.63% | Add +2.0% | 8,256 | $1.9M |
| Rik Saylor Financial, Inc. | 1.44% | Add +3.8% | 7,956 | $1.9M |
| LexAurum Advisors, LLC | 0.25% | — | 7,946 | $1.9M |
| JDM Financial Group LLC | 0.72% | Add +37.2% | 7,909 | $1.9M |
| Crescent Grove Advisors, LLC | 0.18% | Reduce -2.5% | 7,794 | $1.9M |
| Advus Financial Partners, LLC | 0.46% | Reduce -4.0% | 7,783 | $1.8M |
| Fortune Financial Group, Inc. | 1.65% | Add +131.6% | 7,734 | $1.8M |
| Omnitrust Wealth Management, Inc | 2.38% | Reduce -56.1% | 7,731 | $1.8M |
| Gotham Asset Management | 0.01% | Add +11.9% | 7,705 | $1.8M |
| Smith, Moore & Co. | 0.13% | Reduce -28.5% | 7,556 | $1.8M |
| Emerald Advisors, LLC | 0.22% | Add +5.5% | 7,480 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -40.1% | 7,448 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +192.1% | 7,414 | $1.8M |
| E Fund Management (Hong Kong) Co., Ltd. | 0.80% | Add +158.8% | 7,365 | $1.8M |
| E Fund Management Co., Ltd. | 0.05% | — | 7,365 | $1.8M |
| Goldstein Advisors, LLC | 0.19% | Reduce -2.6% | 7,197 | $1.7M |
| Prostatis Group LLC | 0.44% | Add +25.9% | 7,187 | $1.7M |
| Mattson Financial Services, LLC | 0.40% | Reduce -1.4% | 7,097 | $1.7M |
| Titleist Asset Management, LLC | 0.13% | Add +138.9% | 7,073 | $1.7M |
| Ranch Capital Advisors Inc. | 0.61% | Add +7.0% | 7,069 | $1.7M |
| Strong Tower Advisory Services | 0.32% | Add +1.1% | 7,047 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | New | 7,020 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.17% | Add +0.1% | 7,007 | $1.7M |
| Continuum Advisory, LLC | 0.16% | Add +102.7% | 6,959 | $1.7M |
| Larson Financial Group LLC | 0.05% | Add +6.0% | 6,929 | $1.6M |
| Trinity Wealth Management, LLC | 0.60% | Reduce -3.4% | 6,919 | $1.6M |
| CRA Financial Services, LLC | 0.21% | Add +7.5% | 6,850 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Reduce -89.3% | 6,805 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -40.8% | 6,730 | $1.6M |
| Colonial River Investments, LLC | 0.57% | Reduce -8.6% | 6,689 | $1.6M |
| BXM Wealth LLC | 1.21% | Add +0.2% | 6,618 | $1.6M |
| Fiscal Wisdom Wealth Management, LLC | 1.51% | Reduce -2.4% | 6,618 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Add +2.6% | 6,606 | $1.6M |
| American Financial Advisors, LLC | 0.21% | Reduce -3.0% | 6,577 | $1.6M |
| Csenge Advisory Group | 0.07% | Add +0.7% | 6,568 | $1.6M |
| Bridgewater Advisors Inc. | 0.09% | Add +0.0% | 5,248 | $1.5M |
| TrueWealth Advisors, LLC | 0.39% | Reduce -9.6% | 6,459 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Add +0.1% | 6,388 | $1.5M |
| BLVD Private Wealth, LLC | 1.31% | Add +26.0% | 6,365 | $1.5M |
| Kennicott Capital Management LLC | 0.81% | Reduce -12.0% | 6,266 | $1.5M |
| Weitzel Financial Services, Inc. | 0.56% | Add +8.0% | 6,207 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +25.4% | 6,159 | $1.5M |
| Nadler Financial Group, Inc. | 0.14% | Reduce -15.8% | 6,158 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +0.2% | 6,076 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +24.2% | 6,033 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.02% | Add +10.7% | 6,028 | $1.4M |
| Box Hill Private Wealth LLC | 1.41% | Reduce -7.8% | 5,985 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -93.5% | 5,934 | $1.4M |
| Ipsen Advisor Group LLC | 0.98% | Reduce -6.9% | 5,900 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Add +58.1% | 5,869 | $1.4M |
| Pacific Asset Management, LLC | 0.77% | Add +25.1% | 5,818 | $1.4M |
| Marble Harbor Investment Counsel, LLC | 0.15% | No change | 5,801 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +49.3% | 5,796 | $1.4M |
| Iams Wealth Management, LLC | 0.48% | Add +33.7% | 5,778 | $1.4M |
| Blue Jean Financial LLC | 1.13% | Add +2.8% | 5,762 | $1.4M |
| TBH Global Asset Management, LLC | 0.27% | Reduce -9.3% | 5,704 | $1.4M |
| Global View Capital Management LLC | 0.36% | Reduce -92.6% | 5,657 | $1.3M |
| Tactive Advisors, LLC | 0.38% | Add +7.1% | 5,642 | $1.3M |
| Novem Group | 0.15% | Add +3.5% | 5,616 | $1.3M |
| Virtue Capital Management, LLC | 0.20% | Reduce -58.3% | 5,797 | $1.3M |
| Sfm, LLC | 0.80% | Add +8.2% | 5,575 | $1.3M |
| Presidio Capital Management, LLC | 0.38% | No change | 5,573 | $1.3M |
| Opulen Financial Group LLC | 0.92% | Reduce -0.1% | 5,514 | $1.3M |
| 6th Street Advisors, LLC | 0.82% | — | 5,501 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.14% | Add +256.3% | 5,494 | $1.3M |
| Magnolia Capital Advisors LLC | 0.26% | Add +1.3% | 5,492 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -56.6% | 5,483 | $1.3M |
| Spire Wealth Management | 0.04% | Add +2.0% | 5,459 | $1.3M |
| Financial & Tax Architects, LLC | 0.29% | New | 5,421 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -6.7% | 5,384 | $1.3M |
| Pennington Partners & Co., LLC | 0.43% | Add +0.1% | 5,333 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -91.3% | 5,292 | $1.3M |
| ZEGA Investments, LLC | 0.24% | Add +1.8% | 5,281 | $1.3M |
| Performance Wealth Partners, LLC | 0.04% | Add +0.3% | 5,186 | $1.2M |
| City State Bank | 0.32% | Add +7.8% | 5,158 | $1.2M |
| Rockingstone Advisors LLC | 0.56% | Reduce -0.5% | 5,133 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +7.2% | 5,133 | $1.2M |
| Texas Yale Capital Corp. | 0.03% | Add +21.5% | 5,090 | $1.2M |
| Renasant Bank | 0.85% | New | 5,046 | $1.2M |
| Independent Wealth Network Inc. | 0.36% | Reduce -8.3% | 5,041 | $1.2M |
| RIA Advisory Group LLC | 0.29% | Add +129.3% | 4,952 | $1.2M |
| Plum Street Advisors, LLC | 0.40% | Add +17.9% | 4,871 | $1.2M |
| Vision Retirement, LLC | 0.33% | Add +112.3% | 4,840 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +286.4% | 4,830 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.18% | Add +37.0% | 4,792 | $1.1M |
| Townsquare Capital LLC | 0.26% | Add +13.5% | 4,776 | $1.1M |
| Lord & Richards Wealth Management, LLC | 0.99% | Add +4.9% | 4,756 | $1.1M |
| Clarendon Private LLC | 0.86% | Add +5.8% | 4,730 | $1.1M |
| CDM Financial Counseling Services, Inc. | 1.07% | Add +10.5% | 4,663 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +94.8% | 4,635 | $1.1M |
| Sierra Capital LLC | 0.12% | Add +0.0% | 4,666 | $1.1M |
| Turning Point Benefit Group, Inc. | 0.70% | Reduce -67.5% | 4,564 | $1.1M |
| Flavin Financial Services, Inc. | 0.74% | Reduce -0.5% | 4,645 | $1.1M |
| J Hagan Capital, Inc. | 0.59% | Reduce -0.0% | 4,616 | $1.1M |
| Nicholas Wealth, LLC. | 0.76% | Add +0.1% | 4,604 | $1.1M |
| Robinswood Financial LLC | 0.34% | Reduce -0.9% | 4,593 | $1.1M |
| Birch Financial Group, LLC | 0.63% | Add +445.0% | 4,545 | $1.1M |
| Keystone Financial Group | 0.07% | Add +6.1% | 4,486 | $1.1M |
| Pine Harbor Wealth Management, LLC | 0.32% | New | 4,481 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +54.1% | 4,476 | $1.1M |
| Brooklyn Investment Group | 0.03% | Add +163.3% | 4,476 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +13.5% | 4,454 | $1.1M |
| SMI Advisory Services, LLC | 0.17% | Reduce -83.1% | 4,341 | $1.1M |
| Abound Wealth Management | 0.24% | Add +41.8% | 4,409 | $1.0M |
| Seros Financial, LLC | 0.67% | Add +26.1% | 4,408 | $1.0M |
| Alta Wealth Advisors LLC | 0.34% | Add +22.4% | 4,367 | $1.0M |
| Legacy Private Trust Co. | 0.06% | Add +3.9% | 4,364 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.7% | 4,344 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.42% | Add +5.3% | 4,341 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -33.3% | 4,334 | $1.0M |
| Fisher Asset Management | 0.00% | Reduce -19.4% | 4,305 | $1.0M |
| Cape Investment Advisory, Inc. | 0.34% | Add +8.1% | 4,281 | $1.0M |
| Blue Chip Partners, LLC | 0.07% | Add +14.1% | 4,262 | $1.0M |
| Goodman Advisory Group, LLC | 0.26% | Add +2.0% | 4,245 | $1.0M |
| Uptick Partners, LLC | 0.20% | Add +5.4% | 4,233 | $1.0M |
| Giverny Capital | 0.04% | New | 4,222 | $1.0M |
| Bullock Wealth Management Group | 0.50% | Add +7.2% | 4,114 | $990K |
| Krilogy Financial LLC | 0.03% | Reduce -0.6% | 3,740 | $986K |
| RFP Financial Group LLC | 0.53% | No change | 4,100 | $974K |
| Venture Visionary Partners LLC | 0.03% | Add +4.7% | 4,063 | $966K |
| Blue Line Capital, LLC / IL | 1.09% | Add +1.3% | 4,052 | $963K |
| Range Advisory, LLC | 0.18% | Add +6.1% | 4,038 | $960K |
| Fiduciary Alliance LLC | 0.06% | Add +151.4% | 3,650 | $958K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -8.8% | 4,024 | $956K |
| Aldebaran Financial Inc. | 0.90% | Add +5.3% | 4,004 | $951K |
| DAVENPORT & Co LLC | 0.01% | Add +4.5% | 4,001 | $951K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +4.4% | 3,992 | $949K |
| Main Street Financial Solutions, LLC | 0.07% | Add +111.6% | 3,968 | $943K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.0% | 3,931 | $934K |
| Kellett Wealth Advisors, LLC | 0.51% | Add +79.6% | 3,929 | $934K |
| Equity Wealth Partners, LLC | 0.60% | Reduce -15.6% | 3,926 | $933K |
| Werba Rubin Papier Wealth Management | 0.13% | New | 3,925 | $933K |
| Headlands Technologies LLC | 0.11% | New | 3,924 | $932K |
| Indivisible Partners | 0.08% | Add +0.1% | 3,891 | $925K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -10.8% | 3,420 | $922K |
| Strategies Wealth Advisors, LLC | 0.09% | Reduce -13.1% | 3,869 | $919K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 3,865 | $918K |
| Embree Financial Group | 0.11% | Add +5.6% | 3,848 | $914K |
| Quartz Partners, LLC | 0.35% | Reduce -12.0% | 3,828 | $910K |
| Three Cord True Wealth Management, LLC | 0.51% | Add +5.3% | 3,827 | $909K |
| Arsenal Capital Advisors LLC | 0.66% | Add +28.5% | 3,820 | $908K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -1.0% | 3,803 | $904K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +14.8% | 3,797 | $902K |
| Greenwich Wealth Management LLC | 0.04% | Add +9.7% | 3,778 | $898K |
| Inscription Capital, LLC | 0.09% | Add +2.9% | 3,774 | $897K |
| Private Client Services, LLC | 0.27% | Add +11.4% | 3,769 | $896K |
| TSG Advice Partners, LLC | 0.13% | Reduce -71.2% | 3,768 | $895K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +216.6% | 3,768 | $895K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -1.2% | 3,758 | $893K |
| Shoker Investment Counsel, Inc. | 0.26% | Reduce -0.1% | 3,734 | $888K |
| Triumph Capital Management | 0.18% | Add +87.4% | 3,731 | $887K |
| Richard W. Paul & Associates, LLC | 0.30% | Reduce -0.7% | 3,717 | $883K |
| Ares Financial Consulting, LLC | 0.69% | Add +0.1% | 3,669 | $883K |
| Beacon Financial Advisory LLC | 0.20% | Add +176.1% | 3,655 | $868K |
| Orion Capital Management LLC | 0.30% | Add +15.9% | 3,603 | $856K |
| American Money Management, LLC | 0.14% | No change | 3,598 | $855K |
| Tempus Wealth Planning, LLC | 0.20% | Add +16.7% | 3,579 | $850K |
| Peak Financial Advisors LLC | 0.37% | Add +44.4% | 3,559 | $846K |
| Well Done, LLC | 0.12% | Reduce -12.8% | 3,532 | $839K |
| Firestone Capital Management | 0.17% | Add +10.2% | 3,516 | $835K |
| Blue Water Asset Management | 0.29% | Add +0.6% | 3,491 | $830K |
| LeClair Wealth Partners LLC | 0.29% | New | 3,491 | $830K |
| FWL Investment Management, LLC | 0.18% | Add +1.8% | 3,490 | $829K |
| Hobbs Group Advisors, LLC | 0.24% | Add +10.9% | 3,440 | $817K |
| Centerpoint Advisory Group | 0.62% | Reduce -5.5% | 3,440 | $817K |
| Taylor Financial Group, Inc. | 0.49% | No change | 3,435 | $816K |
| Revisor Wealth Management LLC | 0.23% | Add +6.4% | 3,434 | $816K |
| Focused Alpha, LLC | 0.25% | Reduce -3.9% | 3,423 | $813K |
| Milestone Asset Management Group, LLC | 0.47% | Add +22.2% | 3,401 | $808K |
| Integrated Advisors Network LLC | 0.04% | Reduce -55.8% | 3,356 | $798K |
| Gaddis Premier Wealth Advisors LLC | 0.58% | Reduce -4.7% | 3,319 | $789K |
| Dedeker Financial LLC | 0.68% | Reduce -9.2% | 3,282 | $780K |
| Fortress Private Ledger, LLC | 0.24% | Add +5.2% | 3,261 | $775K |
| Legacy Solutions, LLC | 0.72% | No change | 3,261 | $775K |
| Mystic Asset Management, Inc. | 0.18% | Add +4.5% | 3,259 | $774K |
| Fiduciary Group, LLC | 0.07% | Add +44.9% | 3,257 | $774K |
| Three Seasons Wealth, LLC | 0.29% | Add +116.5% | 3,237 | $769K |
| MSH Capital Advisors LLC | 0.16% | Add +1.8% | 3,231 | $768K |
| Clearstead Trust, LLC | 0.12% | Add +6.4% | 3,225 | $766K |
| Johnson Investment Counsel Inc. | 0.01% | Add +36.8% | 3,222 | $766K |
| Compass Advisory Group LLC | 0.20% | Add +0.2% | 3,220 | $765K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -84.9% | 3,207 | $762K |
| West Michigan Advisors, LLC | 0.17% | Reduce -30.2% | 3,194 | $759K |
| Ashton Thomas Securities, LLC | 0.09% | Add +591.9% | 3,176 | $755K |
| Brighton Jones LLC | 0.02% | New | 3,154 | $749K |
| Spectrum Strategic Capital Management, LLC | 0.40% | Reduce -3.2% | 3,149 | $748K |
| Pitti Group Wealth Management, LLC | 0.61% | Add +9.4% | 3,140 | $746K |
| PSI Advisors, LLC | 0.18% | Reduce -41.9% | 3,131 | $744K |
| Stephens Inc. | 0.01% | Add +2.1% | 3,103 | $737K |
| Agp Franklin, LLC | 0.37% | Add +6.8% | 3,090 | $734K |
| Precision Wealth Strategies, LLC | 0.24% | Reduce -1.2% | 3,073 | $730K |
| Clare Market Investments LLC | 0.15% | — | 3,055 | $726K |
| Daviman Financial, LLC | 0.42% | Add +7.1% | 3,015 | $716K |
| Seneschal Advisors, LLC | 0.53% | Add +0.9% | 3,003 | $714K |
| LWM Advisory Services, LLC | 0.76% | Reduce -70.4% | 2,980 | $708K |
| Braeburn Wealth Management LLC | 0.40% | Add +1.3% | 2,976 | $707K |
| Reality Financial Planning Services, LLC | 0.68% | Add +1.2% | 2,969 | $705K |
| AlphaStar Capital Management, LLC | 0.05% | Add +25.8% | 2,964 | $704K |
| Sanders Morris Harris LLC | 0.11% | New | 2,958 | $703K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Add +93.9% | 2,951 | $701K |
| Benjamin Edwards Inc. | 0.01% | Add +6.2% | 2,942 | $699K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Add +82.7% | 2,933 | $697K |
| Advance Capital Management, Inc. | 0.03% | Reduce -3.3% | 2,933 | $697K |
| Red Reef Advisors LLC | 0.72% | Reduce -8.4% | 2,902 | $690K |
| Alteri Wealth LLC | 0.22% | Reduce -4.1% | 2,898 | $689K |
| Optima Capital LLC | 0.32% | Reduce -60.0% | 2,893 | $687K |
| Basso Capital Management, L.P. | 0.42% | Reduce -64.5% | 2,867 | $681K |
| Washington Trust Advisors, Inc. | 0.06% | Add +9.4% | 2,865 | $681K |
| Coldstream Capital Management Inc. | 0.01% | Add +46.3% | 2,863 | $680K |
| Seneca House Advisors | 0.27% | Reduce -1.0% | 2,862 | $680K |
| Atalanta Sosnoff Capital, LLC | 0.01% | New | 2,857 | $679K |
| Dakota Wealth Management | 0.01% | Reduce -8.1% | 2,848 | $677K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -43.4% | 2,847 | $676K |
| Simplicity Wealth,LLC | 0.04% | Add +22.3% | 2,821 | $670K |
| Whalen Wealth Management Inc. | 0.36% | New | 2,811 | $668K |
| Founders Financial Alliance, LLC | 0.12% | No change | 2,791 | $663K |
| Quad-Cities Investment Group, LLC | 0.26% | Add +87.7% | 2,770 | $658K |
| Navis Wealth Advisors, LLC | 0.34% | Reduce -41.3% | 2,769 | $658K |
| Madrona Financial Services, LLC | 0.14% | Reduce -12.8% | 2,753 | $654K |
| PKS Advisory Services, LLC | 0.15% | Reduce -0.9% | 2,742 | $652K |
| Entrewealth, LLC | 0.29% | Add +9.4% | 2,732 | $649K |
| Exit Wealth Advisors, LLC. | 0.33% | Add +52.7% | 2,723 | $647K |
| Capital Investment Advisors, LLC | 0.01% | Add +11.1% | 2,717 | $646K |
| Strategic Financial Concepts, LLC | 0.16% | Add +224.6% | 2,681 | $637K |
| Bridgewealth Advisory Group, LLC | 0.13% | Reduce -2.9% | 2,674 | $635K |
| Endowment Wealth Management, Inc. | 0.28% | Add +15.8% | 2,667 | $634K |
| BlackDiamond Wealth Management, LLC | 0.30% | Add +8.0% | 2,644 | $628K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -5.0% | 2,286 | $628K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.7% | 2,644 | $628K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -24.7% | 2,631 | $625K |
| Columbia Asset Management | 0.12% | No change | 2,631 | $625K |
| Two Sigma Securities, LLC | 0.07% | New | 2,624 | $624K |
| Sound Income Strategies, LLC | 0.03% | Add +23.3% | 2,592 | $623K |
| Traynor Capital Management, Inc. | 0.04% | Add +14.3% | 2,712 | $623K |
| Retirement Income Solutions, Inc. | 0.11% | Add +14.3% | 2,612 | $621K |
| Sunbelt Securities, Inc. | 0.04% | Add +11.4% | 2,611 | $620K |
| DSG Capital Advisors, LLC | 0.10% | Reduce -3.0% | 2,609 | $620K |
| WealthPlan Investment Management, LLC | 0.03% | New | 2,604 | $619K |
| Northwest Financial Advisors | 1.19% | Add +2.6% | 2,601 | $618K |
| ETF Portfolio Partners, Inc. | 0.16% | Add +4.7% | 2,587 | $615K |
| Accurate Wealth Management, LLC | 0.07% | New | 2,441 | $614K |
| Northern Trust Corp. | 0.00% | Add +1.6% | 2,575 | $612K |
| Scotia Capital Inc. | 0.00% | Reduce -45.3% | 2,541 | $604K |
| Cidel Asset Management Inc. | 0.03% | Reduce -0.5% | 2,540 | $604K |
| Naples Global Advisors, LLC | 0.04% | Add +165.5% | 2,520 | $599K |
| SHP Wealth Management | 0.04% | Add +7.7% | 2,495 | $593K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -8.1% | 2,476 | $588K |
| LBMC Investment Advisors, LLC | 0.04% | Add +66.8% | 2,474 | $588K |
| Ankerstar Wealth, LLC | 0.62% | New | 2,464 | $585K |
| Barnes Wealth Management Group, Inc | 0.29% | Add +22.0% | 2,433 | $578K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.5% | 2,430 | $577K |
| Boreal Capital Management LLC | 0.56% | No change | 2,415 | $574K |
| Gen-Wealth Partners Inc | 0.18% | No change | 2,415 | $574K |
| Northbridge Financial Group, LLC | 0.24% | Add +15.2% | 2,239 | $569K |
| Breachway Investments LLC | 0.54% | Add +11.7% | 2,338 | $562K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,357 | $560K |
| Archer Investment Corp | 0.12% | Add +2.1% | 2,341 | $556K |
| Planned Solutions, Inc. | 0.18% | No change | 2,332 | $554K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Add +12.6% | 2,320 | $551K |
| Pacific Point Advisors, LLC | 0.29% | Reduce -44.5% | 2,300 | $546K |
| DUTCH ASSET Corp | 0.36% | Reduce -5.5% | 2,280 | $542K |
| MOR Wealth Management, LLC | 0.25% | Add +13.6% | 2,270 | $539K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +27.8% | 2,264 | $538K |
| Liberty Atlantic Advisors LLC | 0.45% | Reduce -5.7% | 2,229 | $530K |
| Compound Planning, Inc. | 0.02% | Add +21.6% | 2,227 | $529K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,214 | $526K |
| KWB Wealth | 0.05% | No change | 2,062 | $522K |
| Howard Financial Services, LTD. | 0.06% | Add +2.6% | 2,178 | $517K |
| Facet Wealth, Inc. | 0.01% | Reduce -22.5% | 2,171 | $516K |
| Trust Co. of Toledo NA | 0.05% | Add +381.8% | 2,168 | $515K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 2,115 | $503K |
| FF Advisors,LLC | 0.20% | Reduce -39.3% | 1,874 | $503K |
| Old National Bancorp | 0.01% | Add +10.5% | 2,107 | $501K |
| Accretive Wealth Partners, LLC | 0.14% | New | 2,103 | $500K |
| Headinvest, LLC | 0.10% | New | 2,074 | $493K |
| Santori & Peters, Inc. | 0.15% | Add +7.8% | 2,071 | $492K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +57.6% | 2,068 | $491K |
| WASHINGTON TRUST Co | 0.02% | Add +6.2% | 2,060 | $489K |
| Nikulski Financial, Inc. | 0.12% | Add +100.2% | 2,056 | $488K |
| Canvas Wealth Advisors, LLC | 0.08% | New | 2,053 | $488K |
| Rothschild Investment LLC | 0.03% | No change | 2,052 | $488K |
| RMR Wealth Builders | 0.04% | Add +4.7% | 2,039 | $485K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +30.3% | 2,028 | $482K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 2,000 | $475K |
| MWA Asset Management | 0.26% | Reduce -2.6% | 1,980 | $471K |
| Wealthspire Advisors, LLC | 0.00% | Add +131.2% | 1,963 | $466K |
| IPG Investment Advisors LLC | 0.08% | Reduce -2.9% | 1,961 | $466K |
| Bravias Capital Group, LLC | 0.30% | Reduce -0.6% | 1,956 | $465K |
| ACT Advisors, LLC. | 0.20% | Reduce -98.2% | 1,947 | $463K |
| Avaii Wealth Management, LLC | 0.16% | Add +32.6% | 1,941 | $461K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,937 | $460K |
| Tidemark, LLC | 0.12% | No change | 1,928 | $458K |
| Protective Life Corp. | 1.52% | New | 1,921 | $456K |
| Vicus Capital | 0.03% | Reduce -94.8% | 2,886 | $455K |
| HB Wealth Management, LLC | 0.00% | Add +25.8% | 1,914 | $455K |
| Arrowroot Family Office, LLC | 0.15% | Reduce -49.6% | 1,896 | $451K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +2.2% | 1,875 | $446K |
| Durante & Waters, LLC | 0.32% | Add +0.2% | 1,871 | $444K |
| Silverleafe Capital Partners, LLC | 0.13% | Reduce -1.8% | 1,870 | $444K |
| Summit Global Investments | 0.03% | Add +7.8% | 1,845 | $438K |
| Elevated Capital Advisors, LLC | 0.11% | Add +3018.6% | 1,840 | $437K |
| Cooper Financial Group | 0.04% | New | 1,825 | $434K |
| Qube Research & Technologies Ltd | 0.00% | Add +58.7% | 1,823 | $433K |
| Oakwell Private Wealth Management, LLC | 0.08% | Add +0.1% | 1,821 | $433K |
| Barclays PLC | 0.00% | Add +64.3% | 1,811 | $430K |
| Soltis Investment Advisors LLC | 0.03% | Add +91.6% | 1,801 | $428K |
| Acute Investment Advisory, LLC | 4.80% | New | 1,799 | $427K |
| Alliancebernstein L.P. | 0.00% | Add +62.5% | 1,684 | $426K |
| Reflection Asset Management | 0.26% | New | 1,539 | $425K |
| Stillwater Wealth Management Group | 0.26% | Add +13.3% | 1,780 | $423K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -6.7% | 1,769 | $420K |
| BIP Wealth, LLC | 0.02% | New | 1,765 | $419K |
| Higgins & Schmidt Wealth Strategies LLC | 0.19% | Reduce -39.9% | 1,758 | $418K |
| Peachtree Investment Partners, LLC | 0.16% | No change | 1,750 | $416K |
| Cottage Street Advisors LLC | 0.18% | Reduce -1.0% | 1,743 | $414K |
| F/m Investments LLC | 0.03% | No change | 1,740 | $414K |
| Life Line Wealth Management LLC | 0.18% | Add +0.1% | 1,730 | $411K |
| Guidance Capital, Inc. | 0.09% | Add +2.0% | 1,463 | $411K |
| Resurgent Financial Advisors LLC | 0.15% | Add +0.3% | 1,727 | $410K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,704 | $405K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 1,703 | $405K |
| Fortress Financial Group, LLC | 0.30% | Add +55.4% | 1,685 | $400K |
| SMART Wealth LLC | 0.12% | Add +17.4% | 1,682 | $400K |
| Perennial Investment Advisors, LLC | 0.03% | New | 1,666 | $396K |
| SimpliFi, Inc. | 0.16% | Reduce -0.5% | 1,652 | $393K |
| GWN Securities Inc. | 0.07% | Add +3.6% | 1,644 | $391K |
| DGS Capital Management, LLC | 0.06% | Add +0.2% | 1,636 | $389K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,624 | $386K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 1,622 | $385K |
| Integrity Alliance, Llc. | 0.01% | Reduce -30.1% | 1,617 | $384K |
| Principle Wealth Partners LLC | 0.02% | Add +10.9% | 1,614 | $384K |
| Ridgewood Investments LLC | 0.16% | — | 1,610 | $383K |
| Garrison Bradford & Associates Inc. | 0.43% | New | 1,601 | $380K |
| Freedom Financial Partners LLC | 0.14% | Add +0.1% | 1,597 | $379K |
| COFG Advisors, LLC | 0.09% | Add +0.1% | 1,584 | $376K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -0.1% | 1,580 | $375K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -62.5% | 1,573 | $374K |
| Toronto Dominion Bank | 0.00% | Add +1662.9% | 1,569 | $373K |
| A4 Wealth Advisors LLC | 0.31% | Reduce -41.2% | 1,550 | $368K |
| Bulwark Capital Corp | 0.23% | Add +1419.6% | 1,550 | $368K |
| QRG Capital Management, Inc. | 0.00% | Add +54.9% | 1,518 | $361K |
| LJI Wealth Management, LLC | 0.06% | No change | 1,510 | $359K |
| Cadent Capital Advisors, LLC | 0.09% | Add +24.2% | 1,508 | $358K |
| Parcion Private Wealth LLC | 0.02% | No change | 1,501 | $357K |
| Mosaic Advisors LLC | 0.53% | No change | 1,300 | $355K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,494 | $355K |
| Tower Bridge Advisors | 0.03% | New | 1,492 | $355K |
| HUB Investment Partners, LLC | 0.01% | Add +53.7% | 1,489 | $354K |
| Ascentis Independent Advisors | 0.03% | Add +11.0% | 1,486 | $353K |
| Segment Wealth Management, LLC | 0.02% | Reduce -91.8% | 1,477 | $351K |
| Shelton Capital Management | 0.01% | No change | 1,466 | $348K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,459 | $347K |
| Herbst Group, LLC | 0.21% | New | 1,458 | $347K |
| Richmond Investment Services, LLC | 0.06% | Reduce -10.5% | 1,455 | $346K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -65.4% | 1,435 | $341K |
| Ridgecrest Wealth Partners, LLC | 0.19% | Reduce -1.4% | 1,434 | $341K |
| Goldenstone Wealth Management LLC | 0.25% | Add +0.1% | 1,433 | $341K |
| VCI Wealth Management LLC | 0.09% | Add +9.9% | 1,428 | $339K |
| Essential Partners LLC | 0.11% | Add +5166.7% | 1,422 | $338K |
| Glenmede Trust Co. NA | 0.00% | New | 1,420 | $337K |
| SouthState Bank Corp | 0.02% | Add +16.8% | 1,413 | $336K |
| Concord Wealth Partners | 0.04% | Reduce -6.2% | 1,411 | $335K |
| Northstar Group, Inc. | 0.05% | Reduce -9.2% | 1,406 | $334K |
| First National Trust Co | 0.01% | Add +1.4% | 1,400 | $333K |
| Unique Wealth Strategies, LLC | 0.14% | Add +1.8% | 1,390 | $330K |
| Expressive Wealth LLC | 0.31% | Add +19.0% | 1,146 | $328K |
| Capital Square, LLC | 0.15% | Add +28.3% | 1,200 | $328K |
| TopTier Wealth Management, LLC | 0.20% | New | 1,375 | $327K |
| O'Connor Financial Group LLC | 0.13% | Add +1.5% | 1,371 | $326K |
| Trexquant Investment LP | 0.00% | Reduce -8.7% | 1,367 | $325K |
| Advisor Resource Council | 0.13% | Reduce -64.6% | 1,365 | $324K |
| Affinity Wealth Management LLC | 0.05% | Add +0.1% | 1,361 | $323K |
| BostonPremier Wealth LLC | 0.17% | Add +0.1% | 1,355 | $322K |
| Share Andrew L. | 0.15% | No change | 1,350 | $321K |
| Fifth Third Securities, Inc. | 0.02% | New | 1,336 | $317K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,336 | $317K |
| Vanguard Advisers Inc. | 0.00% | — | 1,332 | $317K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +10.2% | 1,319 | $313K |
| Oder Investment Management, LLC | 0.24% | Add +27.8% | 1,312 | $312K |
| Clark Asset Management, LLC | 0.03% | No change | 1,308 | $311K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -18.2% | 1,293 | $307K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 1,290 | $307K |
| Prosperitas Financial LLC | 0.11% | New | 1,281 | $304K |
| Samalin Investment Counsel, LLC | 0.11% | Reduce -12.7% | 1,270 | $302K |
| Assetmark, Inc. | 0.00% | Add +4.9% | 1,263 | $300K |
| Matters Capital LLC | 0.27% | New | 1,262 | $300K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,256 | $298K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 1,250 | $297K |
| Kropog Financial Group, LLC | 0.24% | Reduce -18.5% | 1,250 | $297K |
| Thayer Partners, LLC / MA | 0.14% | Add +1.9% | 1,246 | $296K |
| Sheets Smith Wealth Management | 0.03% | Add +10.0% | 1,240 | $295K |
| Jane Street Group, LLC | 0.00% | New | 1,239 | $294K |
| Kintra Wealth, LLC | 0.02% | Add +49.9% | 1,238 | $294K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +0.2% | 1,236 | $294K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 1,234 | $293K |
| First Trust Advisors LP | 0.00% | New | 1,228 | $292K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -17.6% | 1,227 | $291K |
| Millstone Evans Group, LLC | 0.17% | Add +60.7% | 1,226 | $291K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 1,219 | $290K |
| Base Wealth Management LLC | 0.16% | Add +31.8% | 1,219 | $290K |
| Ledgewood Wealth Advisors, LLC | 0.16% | Add +1.3% | 1,215 | $289K |
| Slagle Financial, LLC | 0.09% | New | 1,203 | $286K |
| Fayez Sarofim & Co | 0.00% | No change | 1,200 | $285K |
| Atlantic Union Bankshares Corp | 0.01% | Add +37.2% | 1,196 | $284K |
| Wealth Care LLC | 0.25% | — | 1,196 | $284K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +37.3% | 1,190 | $283K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +49.1% | 1,187 | $282K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +9.1% | 1,184 | $281K |
| LongView Wealth Management | 0.07% | New | 1,081 | $280K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -85.6% | 1,026 | $279K |
| Oxler Private Wealth LLC | 0.09% | No change | 1,175 | $279K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +137.0% | 1,171 | $278K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -5.9% | 1,156 | $275K |
| GAMMA Investing LLC | 0.01% | Add +1.1% | 1,150 | $273K |
| Soundwatch Capital LLC | 0.03% | Add +43.8% | 1,140 | $271K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 1,126 | $268K |
| North Star Asset Management Inc. | 0.01% | No change | 1,124 | $267K |
| First Wilshire Securities Management Inc. | 0.06% | Reduce -45.2% | 1,120 | $266K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | New | 972 | $266K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 1,119 | $266K |
| Core Wealth Partners LLC | 0.12% | Add +1.9% | 1,108 | $263K |
| American Institute for Advanced Investment Management, LLP | 0.17% | Add +0.6% | 1,106 | $263K |
| Beck Capital Management, LLC | 0.06% | Add +3.8% | 1,102 | $262K |
| Purewater Capital LLC | 0.25% | — | 1,100 | $261K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +0.2% | 1,100 | $261K |
| Empirical Asset Management, LLC | 0.07% | Reduce -11.7% | 1,093 | $260K |
| TD Waterhouse Canada Inc. | 0.00% | Add +41.1% | 1,075 | $258K |
| Aprio Wealth Management, LLC | 0.01% | No change | 1,082 | $257K |
| Jump Financial, LLC | 0.00% | Reduce -98.4% | 1,076 | $256K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -7.0% | 1,072 | $255K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -14.8% | 1,072 | $255K |
| Fidelis Capital Partners, LLC | 0.02% | New | 1,071 | $255K |
| McAdam, LLC | 0.01% | Add +1.7% | 1,061 | $252K |
| Matrix Asset Advisors Inc. | 0.02% | No change | 1,054 | $250K |
| Southland Equity Partners LLC | 0.05% | Reduce -11.8% | 1,043 | $248K |
| AMJ Financial Wealth Management | 0.06% | Reduce -18.2% | 1,040 | $247K |
| Pacific Financial Group Inc. | 0.13% | Reduce -67.1% | 1,039 | $247K |
| Discipline Wealth Solutions, LLC | 0.03% | Reduce -27.4% | 1,038 | $247K |
| Foresight Capital Management Advisors, Inc. | 0.14% | Reduce -3.3% | 1,033 | $245K |
| Keebeck Wealth Management | 0.03% | Add +0.7% | 1,032 | $245K |
| Ameriflex Group, Inc. | 0.12% | Reduce -2.3% | 1,030 | $245K |
| IRON Financial LLC | 0.11% | Reduce -21.3% | 1,030 | $245K |
| McGinn Penninger Investment Management, Inc. | 0.16% | Add +7.1% | 423 | $244K |
| Transcendent Capital Group LLC | 0.11% | No change | 1,026 | $244K |
| JT Stratford LLC | 0.03% | New | 1,026 | $244K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 1,021 | $243K |
| MBE Wealth Management, LLC | 0.10% | New | 1,017 | $242K |
| Entelevest, LLC | 0.25% | Add +0.2% | 1,016 | $241K |
| Floyd Financial Group LLC | 0.16% | Reduce -4.1% | 913 | $240K |
| Jacobi Capital Management LLC | 0.01% | Reduce -24.2% | 1,007 | $239K |
| Boothbay Fund Management, LLC | 0.01% | Add +25.0% | 1,000 | $238K |
| Ironwood Financial, llc | 0.04% | No change | 999 | $237K |
| RMG Wealth Management LLC | 0.03% | New | 808 | $237K |
| Vines Capital Management, LLC | 0.23% | Reduce -4.1% | 997 | $237K |
| San Luis Wealth Advisors LLC | 0.04% | Reduce -94.2% | 995 | $236K |
| Burns Matteson Capital Management, LLC | 0.09% | No change | 994 | $236K |
| Obsidian Cio, LLC | 0.21% | Add +15.6% | 987 | $235K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -90.6% | 980 | $233K |
| MidFirst Bank | 0.02% | No change | 980 | $233K |
| Cedar Mountain Advisors, LLC | 0.04% | No change | 969 | $230K |
| WNY Asset Management, LLC | 0.02% | — | 964 | $229K |
| Camelot Portfolios, LLC | 0.17% | Add +3.2% | 958 | $228K |
| RM Financial Services, LLC | 0.20% | Reduce -26.7% | 956 | $227K |
| Prospect Financial Services LLC | 0.14% | Reduce -2.1% | 955 | $227K |
| ARK & TLK Investments, LLC | 0.06% | New | 950 | $226K |
| Rock Point Advisors, LLC | 0.06% | No change | 950 | $226K |
| Mills Wealth Advisors LLC | 0.08% | New | 944 | $224K |
| West Wealth Group, LLC | 0.04% | New | 942 | $224K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -3.3% | 942 | $224K |
| Naviter Wealth, LLC | 0.03% | New | 938 | $223K |
| Longview Financial Advisors, Inc. | 0.14% | Reduce -5.2% | 930 | $221K |
| Lanark Financial, Inc. | 0.02% | Add +264.9% | 916 | $218K |
| Apella Capital, LLC | 0.00% | Reduce -6.5% | 814 | $217K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 898 | $213K |
| Swisher Financial Concepts, Inc. | 0.12% | Reduce -5.2% | 894 | $212K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 891 | $212K |
| Ridgeline Wealth Planning, LLC | 0.15% | Add +4.4% | 886 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | New | 884 | $210K |
| Wealth Dimensions Group, Ltd. | 0.04% | Add +0.5% | 883 | $210K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -2.7% | 874 | $208K |
| CWA Asset Management Group, LLC | 0.01% | Add +2.2% | 871 | $207K |
| Cascades Capital Asset Management, LLC | 0.09% | Add +3.5% | 861 | $205K |
| Willis Johnson & Associates, Inc. | 0.01% | Add +0.3% | 858 | $204K |
| Clay Northam Wealth Management, LLC | 0.11% | New | 853 | $203K |
| Tudor Financial Inc. | 0.10% | New | 851 | $202K |
| Global Trust Wealth Management LLC | 0.15% | Add +6.3% | 848 | $202K |
| Global Assets Advisory, LLC | 0.06% | Reduce -13.4% | 848 | $202K |
| Fort Sheridan Advisors LLC | 0.02% | New | 845 | $201K |
| Pinnacle Associates Ltd. | 0.00% | New | 844 | $201K |
| Napier Financial, LLC | 0.04% | New | 789 | $187K |
| Colonial Trust Co / SC | 0.02% | No change | 749 | $178K |
| Realta Investment Advisors | 0.06% | Reduce -3.3% | 740 | $176K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +703.4% | 715 | $170K |
| Blue Trust, Inc. | 0.00% | Add +7.3% | 680 | $162K |
| Whittier Trust Co. | 0.00% | Add +13.5% | 631 | $153K |
| Signaturefd, LLC | 0.00% | Reduce -5.6% | 640 | $152K |
| First PREMIER Bank | 0.03% | No change | 611 | $145K |
| American National Bank & Trust | 0.01% | No change | 600 | $143K |
| BankPlus Trust Department | 0.04% | No change | 577 | $137K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.7% | 591 | $136K |
| Fairway Wealth LLC | 0.04% | Add +21.5% | 566 | $134K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 555 | $132K |
| Webster Bank, N. A. | 0.01% | Add +98.9% | 535 | $127K |
| Luminist Capital LLC | 0.17% | Reduce -95.9% | 527 | $125K |
| Chesapeake Asset Management LLC | 0.10% | Reduce -20.9% | 511 | $121K |
| JPL Wealth Management, LLC | 0.03% | New | 501 | $119K |
| Rakuten Securities, Inc. | 0.05% | Reduce -18.9% | 499 | $119K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 484 | $115K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -48.5% | 482 | $115K |
| Key Financial Inc | 0.02% | Reduce -2.5% | 466 | $111K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -81.8% | 458 | $109K |
| Creative Financial Designs Inc. | 0.01% | Reduce -30.6% | 450 | $107K |
| Truvestments Capital LLC | 0.02% | No change | 447 | $106K |
| Pacific Center for Financial Services | 0.03% | Add +0.2% | 443 | $105K |
| Tsfg, LLC | 0.02% | No change | 426 | $101K |
| Merkkuri Wealth Advisors LLC | 0.07% | New | 415 | $99K |
| Global Trust Asset Management, LLC | 0.04% | Add +0.7% | 415 | $99K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 413 | $98K |
| Payden & Rygel | 0.01% | Reduce -99.8% | 390 | $93K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 324 | $91K |
| CVA Family Office, LLC | 0.01% | Add +78.0% | 356 | $85K |
| Opal Wealth Advisors, LLC | 0.02% | New | 353 | $84K |
| LGT Financial Advisors LLC | 0.42% | No change | 341 | $81K |
| Parkside Financial Bank & Trust | 0.01% | No change | 333 | $79K |
| Avion Wealth | 0.02% | Reduce -87.9% | 331 | $78K |
| Richardson Capital Management LLC | 0.04% | No change | 328 | $78K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.3% | 319 | $76K |
| Gould Capital, LLC | 0.04% | Add +8.1% | 306 | $73K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 300 | $71K |
| McGuire Capital Advisors Inc. | 0.04% | Reduce -4.5% | 277 | $66K |
| Country Trust Bank | 0.00% | No change | 258 | $61K |
| Addison Advisors LLC | 0.01% | No change | 254 | $60K |
| UMB Bank, n.a. | 0.00% | Reduce -68.8% | 250 | $59K |
| St Germain D J Co. Inc. | 0.00% | No change | 238 | $57K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 237 | $56K |
| Hurley Capital, LLC | 0.03% | No change | 226 | $54K |
| Robbins Farley | 0.02% | Add +40.1% | 220 | $52K |
| Delta Asset Management LLC | 0.00% | Add +1570.1% | 1,286 | $52K |
| ROSS\JOHNSON & Associates LLC | 0.93% | Reduce -18.8% | 216 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | New | 216 | $51K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 212 | $50K |
| Align Financial, LLC | 0.03% | Reduce -99.6% | 212 | $50K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -83.7% | 211 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | Add +28.9% | 201 | $48K |
| Monetary Solutions, Ltd | 0.05% | No change | 198 | $47K |
| Signature Equity Partners, LLC | 0.03% | Add +19600.0% | 197 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 190 | $45K |
| Synergy Investment Management, LLC | 0.01% | New | 189 | $45K |
| Bank & Trust Co | 0.03% | No change | 180 | $43K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 177 | $42K |
| Hughes Financial Services, LLC | 0.01% | No change | 176 | $42K |
| SJS Investment Consulting Inc. | 0.00% | New | 167 | $40K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $40K |
| Osbon Capital Management LLC | 0.03% | No change | 164 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | Add +7.2% | 164 | $39K |
| Founders Capital Management | 0.02% | Reduce -25.0% | 150 | $36K |
| Crews Bank & Trust | 0.01% | No change | 150 | $36K |
| Pflug Koory, LLC | 0.02% | No change | 140 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +33.6% | 139 | $33K |
| Hantz Financial Services, Inc. | 0.00% | Add +16.7% | 126 | $30K |
| CKW Financial Group | 0.00% | Add +4.5% | 116 | $28K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 118 | $28K |
| Kingdom Financial Group LLC. | 0.01% | Add +555.6% | 118 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 114 | $27K |
| NFSG Corp | 0.00% | No change | 112 | $27K |
| CNB Bank | 0.01% | New | 111 | $26K |
| SWAN Capital LLC | 0.01% | No change | 111 | $26K |
| IMA Advisory Services, Inc. | 0.00% | No change | 109 | $26K |
| Franklin Resources Inc. | 0.00% | Reduce -70.6% | 105 | $25K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 103 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $24K |
| Silicon Valley Capital Partners | 0.00% | No change | 101 | $24K |
| DecisionPoint Financial, LLC | 0.01% | Add +20.5% | 100 | $24K |
| Murphy & Mullick Capital Management Corp | 0.02% | New | 100 | $24K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 100 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $24K |
| Private Wealth Management Group, LLC | 0.01% | New | 100 | $24K |
| LRI Investments, LLC | 0.00% | No change | 100 | $24K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 99 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 98 | $23K |
| Hamrick Investment Counsel, llc | 0.01% | New | 92 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +51.7% | 91 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 82 | $19K |
| United Community Bank | 0.01% | New | 78 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 75 | $18K |
| Capital & Planning, LLC | 0.01% | New | 64 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 63 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -4.6% | 62 | $15K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 60 | $14K |
| Dunhill Financial, LLC | 0.00% | New | 60 | $14K |
| Proathlete Wealth Management LLC | 0.00% | Add +9.4% | 58 | $14K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 52 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.0% | 55 | $13K |
| First Community Trust NA | 0.01% | No change | 53 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | Reduce -39.8% | 50 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $11K |
| Main Street Group, LTD | 0.00% | New | 46 | $11K |
| Strive Financial Group ,LLC | 0.01% | Add +100.0% | 40 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | Add +13.9% | 41 | $10K |
| Go Invest LLC | 0.00% | Add +7.9% | 41 | $10K |
| West Financial Advisors, LLC | 0.00% | Reduce -50.0% | 41 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | Add +14.3% | 40 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 38 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 38 | $9K |
| My Portfolio Guide, LLC | 0.00% | — | 37 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 37 | $9K |
| MCF Advisors LLC | 0.00% | New | 36 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -25.0% | 36 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 33 | $8K |
| Albion Financial Group | 0.00% | Reduce -19.5% | 33 | $8K |
| Caitlin John, LLC | 0.00% | Add +39.1% | 32 | $8K |
| Imprint Wealth LLC | 0.03% | No change | 32 | $8K |
| Midway Capital Research & Management | 0.01% | New | 30 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 28 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -6.7% | 28 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 27 | $6K |
| True Link Financial Advisors, LLC | 0.00% | New | 27 | $6K |
| Trust Co | 0.00% | Reduce -80.2% | 23 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 22 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 21 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $5K |
| General Partner, Inc. | 0.00% | No change | 20 | $5K |
| Davis Capital Management | 0.00% | No change | 18 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 18 | $4K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 17 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 16 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 14 | $3K |
| First Pacific Financial | 0.00% | New | 12 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 11 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 11 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 9 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +700.0% | 8 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 8 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | New | 7 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.0% | 7 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 6 | $1K |
| Piscataqua Savings Bank | 0.00% | New | 5 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 4 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 3 | $713 |
| Affinity Wealth LLC | 0.00% | Reduce -100.0% | 3 | $713 |
| Eukles Asset Management | 0.00% | No change | 3 | $713 |
| WealthShield Partners, LLC | 0.00% | New | 3 | $713 |
| Financial Life Planners | 0.00% | New | 2 | $477 |
| Asset Dedication, LLC | 0.00% | New | 2 | $476 |
| Pinney & Scofield, Inc. | 0.00% | No change | 2 | $475 |
| Darwin Wealth Management, LLC | 0.00% | No change | 1 | $240 |
| Strategic Advocates LLC | 0.00% | No change | 1 | $238 |
| Evergreen Advisors, LLC | 0.00% | New | 1 | $238 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $238 |
"% of holder's portfolio" is QQQM's weight in each manager's 13F, not the share of Invesco Nasdaq 100 ETF the manager owns.