Invesco Nasdaq 100 ETFQQQMETF

13F holders, Q2 2026 (June 30)
1,362holders +164
205new positions
42sold out
7famous investors
$299.93avg. 13F price*

At the end of Q2 2026, 1,362 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 164 from Q1 2026. 205 opened new positions and 42 sold out. The largest holders were LPL Financial LLC ($3.6B), CI Investments Inc. ($2.6B) and Envestnet Asset Management Inc. ($2.3B). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions205$3.6B
Exits42$60.2M

All 13F filers, Q1 2026 → Q2 2026: 27,494,000 shares bought and 13,251,284 shares sold, net +14,242,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,362 holders

LPL Financial LLC 0.80% Add +11.4% 11,727,434 $3.6B
CI Investments Inc. 8.44% New 8,678,658 $2.6B
Envestnet Asset Management Inc. 0.54% Add +2.3% 7,557,285 $2.3B
Morgan Stanley 0.08% Add +24.8% 5,160,404 $1.6B
First Command Advisory Services, Inc. 8.06% Reduce -6.1% 4,474,745 $1.4B
Jones Financial Companies LLLP 0.49% Add +22.0% 4,165,109 $1.2B
Northwestern Mutual Wealth Management Co. 0.63% Add +4.7% 3,868,368 $1.2B
Meitav Investment House Ltd. 7.17% Add +36.6% 3,519,556 $1.1B
National Mutual Insurance Federation of Agricultural Cooperatives 6.58% Add +23.4% 3,322,000 $1.0B
Raymond James Financial Inc. 0.27% Add +3.9% 3,312,693 $1.0B
Invesco Ltd. 0.08% Reduce -71.3% 3,219,767 $975.5M
Ameriprise Financial Inc. 0.19% Add +12.3% 3,087,599 $935.7M
Clal Insurance Enterprises Holdings Ltd 4.19% Add +104.8% 3,073,663 $931.2M
Cetera Investment Advisers 0.66% Add +7.6% 2,385,588 $722.8M
PNC Financial Services Group, Inc. 0.31% Reduce -7.4% 2,069,185 $626.9M
Vantagepoint Investment Advisers LLC 4.34% Reduce -1.3% 1,916,464 $580.6M
FMR LLC 0.02% Reduce -10.4% 1,864,379 $564.9M
Bank of America Corp. 0.03% Add +45.0% 1,697,390 $514.3M
Osaic Holdings, Inc. 0.52% Add +45.9% 1,469,858 $445.4M
Commonwealth Equity Services, LLC 0.54% Add +21.0% 1,422,385 $430.9M
Private Advisor Group, LLC 1.53% Add +22.9% 1,100,665 $333.5M
Norinchukin Bank, The 3.18% Add +31.2% 1,080,000 $327.2M
Gerber Kawasaki Wealth & Investment Management 8.11% Reduce -0.1% 1,002,640 $303.8M
Royal Bank of Canada 0.05% Reduce -46.0% 941,419 $285.2M
Bank of New York Mellon Corp 0.04% Add +0.5% 891,072 $270.0M
Cerity Partners LLC 0.32% Add +18.4% 883,746 $267.7M
Wealth Enhancement Advisory Services, LLC 0.43% Add +0.8% 859,095 $255.3M
Nissay Asset Management Corp. /Japan 1.05% No change 821,445 $248.9M
UBS Group AG 0.04% Add +1.8% 748,818 $226.9M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -11.4% 711,937 $215.7M
Cambridge Investment Research Advisors, Inc. 0.47% Add +55.0% 687,050 $208.2M
MML Investors Services, LLC 0.41% Add +68.5% 658,384 $199.5M
HighTower Advisors, LLC 0.19% Add +33.9% 643,133 $194.9M
Schroder Investment Management Group 0.13% Add +47.6% 626,388 $186.7M
Main Management ETF Advisors, LLC 5.42% New 590,648 $178.9M
Bouchey Financial Group, Ltd. 11.51% Reduce -4.2% 588,006 $178.1M
Main Management Fund Advisors LLC 10.90% Reduce -52.0% 508,600 $154.1M
Composition Wealth, LLC 1.72% Add +10.4% 484,041 $146.6M
Bank of Nova Scotia 0.22% New 473,609 $143.5M
Nomura Asset Management Co. Ltd. 0.31% Add +209.7% 472,925 $143.3M
Paragon Advisors, LLC 28.91% Add +57.9% 454,343 $137.7M
Banco Santander, S.A. 0.84% Add +11.0% 446,330 $135.2M
Integrated Wealth Concepts LLC 0.87% Add +38.9% 440,980 $133.6M
Migdal Insurance & Financial Holdings Ltd. 0.84% Add +1222.1% 432,731 $131.1M
Wells Fargo & Company 0.02% Add +260.3% 425,069 $128.8M
Financial Security Advisor, Inc. 18.87% Add +1.5% 383,004 $116.0M
Sax Wealth Advisors, LLC 4.65% Add +9.1% 481,421 $114.4M
US Bancorp \de 0.12% Add +5.0% 377,200 $114.3M
Summit Financial, LLC 1.18% Add +3.5% 356,488 $108.0M
Thrivent Financial for Lutherans 0.18% Add +82.7% 353,196 $107.0M
NewEdge Advisors, LLC 0.30% Add +39.5% 327,421 $99.2M
Kestra Advisory Services, LLC 0.31% Add +19.6% 314,921 $95.4M
Jupiter Topco LLC 0.04% — 298,981 $90.6M
Wealthfront Advisers LLC 0.17% Add +13.2% 293,890 $89.0M
Equitable Holdings, Inc. 0.52% Add +1.3% 289,917 $87.8M
Cornerstone Planning Group LLC 10.85% Add +2.3% 296,733 $86.2M
Total Investment Management Inc. 8.79% Reduce -1.9% 294,421 $83.4M
Ieq Capital, LLC 0.38% Reduce -6.2% 273,436 $82.8M
Gradient Investments LLC 1.14% Reduce -2.3% 272,631 $82.6M
Truist Financial Corp. 0.10% Add +20.3% 267,702 $81.1M
Bogart Wealth, LLC 2.78% Add +0.2% 267,482 $81.0M
One Day In July LLC 5.60% Add +1.8% 265,841 $80.5M
Taiyo Life Insurance Co. 7.28% No change 263,000 $79.7M
Cresset Asset Management, LLC 0.28% Add +10.8% 252,056 $76.4M
Western Wealth Management, LLC 2.50% Reduce -19.4% 252,021 $76.4M
Mainstay Capital Management LLC 5.59% Add +61.4% 249,211 $75.5M
Betterment LLC 0.13% Add +21.5% 244,300 $74.0M
Rolek Wealth Management LLC 40.93% Add +12.1% 241,261 $73.1M
Prosperity Consulting Group, LLC 2.73% Add +8.0% 237,933 $72.1M
Modern Wealth Management, LLC 0.83% Add +108.6% 229,703 $69.6M
Denver Wealth Management, Inc. 18.87% Add +0.2% 217,587 $65.9M
Whelan Financial 17.58% Reduce -0.0% 213,092 $64.6M
AdvisorShares Investments LLC 7.66% New 209,490 $63.5M
Citadel Advisors 0.04% New 203,414 $61.6M
Stratos Wealth Partners, LTD. 0.62% Add +14.4% 201,587 $61.1M
Natixis Advisors, LLC 0.07% Add +49.9% 200,988 $60.9M
Waddell & Associates, LLC 3.01% Reduce -0.4% 200,772 $60.8M
Scarborough Advisors, LLC 6.92% Reduce -5.1% 202,750 $60.2M
Main Management LLC 3.95% Add +4.3% 194,254 $58.9M
Altfest L J & Co. Inc. 5.63% Reduce -1.7% 191,528 $58.0M
Kingsview Wealth Management, LLC 0.70% Add +6.4% 190,470 $57.7M
FIL Ltd 0.04% New 190,216 $57.6M
EP Wealth Advisors, LLC 0.22% Add +33.6% 188,652 $57.2M
Hamilton Capital Partners Inc. 1.64% Add +8.5% 186,222 $56.4M
AQR Capital Management 0.02% Add +8.6% 183,409 $55.6M
Exchange Traded Concepts, LLC 0.27% Add +128.3% 180,750 $54.8M
Q3 Asset Management 9.64% Add +748.2% 183,081 $52.7M
Waverly Advisors, LLC 0.30% Add +446.4% 171,271 $51.9M
Kirkwood Financial Services 14.62% New 168,645 $51.1M
Verde Capital Management 9.44% Add +1.5% 168,538 $51.1M
JPMorgan Chase & Co. 0.00% Reduce -23.9% 170,157 $50.7M
Steward Partners Investment Advisory, LLC 0.26% Add +16.5% 166,207 $50.4M
Mariner, LLC 0.05% Reduce -66.8% 165,171 $50.0M
Aptus Capital Advisors, LLC 0.36% Add +20.2% 163,323 $49.5M
Focus Partners Wealth 0.05% Add +5.5% 159,046 $48.2M
Fusion Family Wealth, LLC 3.17% Reduce -1.1% 157,545 $47.7M
Kayne Anderson Rudnick Investment Management LLC 0.15% Add +2.4% 156,057 $47.3M
Sanctuary Advisors, LLC 0.22% Add +3.9% 155,633 $47.2M
EdgeRock Capital LLC 10.63% Add +1.7% 154,804 $46.9M
Tobias Financial Advisors, Inc. 5.89% Reduce -1.5% 153,000 $46.4M
Rational Advisors, Inc. 4.43% Reduce -19.2% 151,497 $45.9M
Arthur M. Cohen & Associates, LLC 7.14% Add +1.3% 150,909 $45.7M
Lodestar Private Asset Management LLC 3.95% Add +0.6% 150,719 $45.7M
KPP Advisory Services LLC 5.77% Add +5.1% 150,298 $45.5M
Highland Financial Advisors, LLC 9.95% Reduce -5.4% 149,327 $45.2M
Janney Montgomery Scott LLC 0.09% Add +13.6% 148,564 $45.0M
360 Financial, Inc. 11.43% Add +3.5% 148,542 $45.0M
Spectrum Wealth Advisory Group, LLC 12.55% Add +42.1% 145,412 $44.1M
Thoroughbred Financial Services, LLC 2.11% Add +14.8% 146,078 $44.0M
Axxcess Wealth Management, LLC 0.70% Add +2.2% 144,788 $43.9M
Smith Chas P & Associates Pa Cpas 2.22% Reduce -2.0% 144,347 $43.7M
Farther Finance Advisors, LLC 0.34% Add +4.2% 144,178 $43.7M
Frank, Rimerman Advisors LLC 2.43% Reduce -0.3% 141,373 $42.8M
D'Orazio & Associates, Inc. 4.95% Add +0.9% 141,092 $42.7M
Consilio Wealth Advisors, LLC 10.09% Add +88.4% 138,941 $42.1M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -20.9% 137,964 $41.8M
Adamsbrown Wealth Consultants LLC 7.88% Add +1.9% 137,829 $41.8M
Stifel Financial Corp. 0.03% Add +5.4% 137,298 $41.6M
Financial Partners Group, Inc 4.21% Add +2.7% 137,024 $41.5M
Concurrent Investment Advisors, LLC 0.35% Add +10.0% 133,370 $40.4M
Foguth Wealth Management, LLC. 4.49% Add +44.4% 137,553 $39.4M
Waterloo Capital, L.P. 2.21% Add +16.8% 129,254 $39.2M
Correct Capital Wealth Management 6.64% Add +2.2% 127,139 $38.5M
Whitaker-Myers Wealth Managers, LTD. 6.24% Add +3.9% 123,304 $37.4M
IFG Advisors, LLC 5.15% Add +0.5% 123,215 $37.3M
Sterling Investment Counsel, LLC 8.76% Add +1.6% 122,854 $37.2M
CVFG LLC 3.89% Add +2.6% 122,370 $37.1M
Stewardship Advisors, LLC 7.69% Reduce -9.0% 122,211 $37.0M
Hudock, Inc. 4.71% Reduce -0.2% 121,336 $36.8M
Global View Capital Management LLC 7.55% Add +2033.4% 120,688 $36.6M
Integrated Capital Management, LLC 12.88% Add +0.0% 117,955 $35.7M
Global Wealth Strategies & Associates 6.76% Add +4.3% 117,650 $35.6M
Brookstone Capital Management 0.36% Reduce -1.9% 117,219 $35.5M
Horizon Wealth Management, LLC 4.51% Reduce -0.7% 116,737 $35.4M
JP Wealth Management, Inc. 22.10% Reduce -1.4% 115,869 $35.1M
Global Retirement Partners, LLC 0.53% — 113,795 $34.5M
Syntegra Private Wealth Group, LLC 2.66% Reduce -22.9% 113,417 $34.4M
StoneX Group Inc. 1.37% Add +1.1% 112,053 $33.9M
Apriem Advisors 2.92% Add +3.5% 111,422 $33.8M
NorthRock Partners, LLC 0.49% Reduce -1.8% 110,441 $33.5M
Enclave Advisors LLC 4.30% Add +42.1% 109,025 $33.0M
Adapt Wealth Advisors, LLC 10.79% Reduce -2.3% 108,910 $33.0M
ACT Advisors, LLC. 10.90% Add +5460.3% 108,258 $32.8M
Creative Planning 0.02% Add +8.9% 107,584 $32.6M
Advisors Preferred, LLC 5.03% No change 110,640 $32.5M
MCF Advisors LLC 1.16% Add +296986.1% 106,951 $32.4M
Ancora Advisors LLC 0.63% Add +32.3% 106,778 $32.4M
Citizens Financial Group Inc. 0.39% Add +7.2% 106,000 $32.1M
Eagle Strategies LLC 3.16% Reduce -3.2% 105,037 $31.8M
Goldman Sachs Group Inc. 0.00% Reduce -52.6% 102,620 $31.1M
Latko Wealth Management, Ltd. 13.18% Reduce -4.7% 102,476 $31.0M
Investment Planning Advisors, Inc. 7.12% Add +3.0% 101,440 $30.7M
Rollins Financial Advisors, LLC 4.00% Add +26.5% 100,236 $30.4M
Oppenheimer & Co. Inc. 0.32% Add +5.6% 99,901 $30.3M
Lido Advisors, LLC 0.11% Add +1786.0% 99,807 $30.2M
Madison Wealth Partners, Inc 3.84% Add +9.3% 99,497 $30.1M
AAF Wealth Management, LLC 10.95% Reduce -8.1% 97,959 $29.7M
Bokf, NA 0.41% Add +1.9% 97,634 $29.6M
GTS Securities LLC 0.62% New 96,625 $29.3M
Arax Advisory Partners 0.19% Add +201.3% 95,196 $28.8M
Gladstone Institutional Advisory LLC 0.91% Add +1.4% 95,124 $28.8M
United Capital Financial Advisors, LLC 0.16% Add +2.1% 94,765 $28.7M
Hill Island Financial LLC 6.10% Reduce -2.0% 94,409 $28.6M
Asset One Wealth Management LLC 3.01% Add +15.1% 96,404 $28.5M
Hunter Associates Investment Management LLC 3.21% Add +0.1% 91,944 $27.9M
Asset Allocation Strategies LLC 4.25% Reduce -4.6% 91,098 $27.6M
AlTi Global, Inc. 0.56% Add +113.3% 90,000 $27.3M
Ayalon Insurance Comp Ltd. 3.33% New 89,650 $27.2M
Kestra Private Wealth Services, LLC 0.30% Reduce -0.6% 89,570 $27.1M
Stonebridge Financial Group, LLC 3.76% — 89,512 $27.1M
Atlas Legacy Advisors, LLC 4.01% Reduce -8.3% 89,343 $27.1M
Wick Capital Partners, LLC 4.06% Add +21.1% 88,774 $26.9M
VestGen Advisors, LLC 0.79% Reduce -1.8% 88,281 $26.7M
AllGen Financial Advisors, Inc. 5.63% Reduce -10.2% 85,045 $25.8M
Analyst IMS Investment Management Services Ltd. 0.59% Add +58.5% 83,990 $25.4M
Members Advisory Group LLC 6.97% New 82,427 $25.0M
Bank Hapoalim BM 1.71% No change 82,000 $24.8M
Diversified Enterprises, LLC 1.18% Reduce -2.4% 80,285 $24.3M
Principia Wealth Advisory, LLC 12.02% Reduce -0.5% 970,826 $24.0M
Prospera Financial Services Inc 0.35% Reduce -2.0% 78,303 $23.8M
MAI Capital Management 0.09% Add +1.4% 78,155 $23.7M
Anchor Investment Management, LLC 1.76% Reduce -0.1% 77,218 $23.4M
Citigroup Inc. 0.01% Add +23.8% 76,687 $23.2M
Ameritas Advisory Services, LLC 0.47% Add +164.9% 76,453 $23.2M
Ocean Park Asset Management, LLC 1.10% New 75,725 $22.9M
Level Four Advisory Services, LLC 0.64% Reduce -0.7% 75,333 $22.8M
Solano Wealth Investment Advisors LLC 10.38% Reduce -2.8% 75,296 $22.8M
IHT Wealth Management, LLC 0.49% Reduce -1.2% 75,295 $22.8M
Div Capital Phoenix Assets Ltd 3.90% New 75,000 $22.7M
Hollencrest Capital Management 1.47% Reduce -83.2% 74,077 $22.4M
Retirement Planning Group, LLC 0.57% New 73,881 $22.4M
Optiver Holding B.V. 0.31% New 72,011 $21.8M
Clark Wealth Partners 12.29% Add +0.5% 71,872 $21.8M
World Investment Advisors 0.36% Add +0.4% 90,353 $21.7M
Highline Wealth Partners LLC 4.39% Add +18.0% 70,971 $21.5M
Walker Financial Services, Inc. 6.55% Add +15.3% 69,882 $21.2M
Secure Asset Management, LLC 2.97% Add +4.6% 69,722 $21.1M
StoneCrest Wealth Management, Inc. 6.73% Reduce -1.1% 69,520 $21.1M
Drake & Associates, LLC 3.52% Add +6.8% 69,048 $20.9M
Winthrop Advisory Group LLC 1.41% Add +40.0% 69,033 $20.9M
Sepio Capital, LP 1.02% Reduce -9.6% 67,099 $20.3M
Forge Financial Services LLC 1.74% Reduce -2.4% 66,774 $20.2M
B&D White Capital Company, LLC 1.98% Reduce -1.2% 65,674 $19.9M
Focus Financial Network, Inc. 0.61% Add +8.7% 64,987 $19.7M
Capstone Wealth Management Group, LLC 6.94% Add +12.9% 64,823 $19.6M
Carroll Advisory Group, LLC 6.33% Add +3.3% 63,591 $19.3M
Clarity Asset Management, Inc. 9.41% Add +97.7% 73,661 $19.2M
Roundview Capital LLC 1.03% Add +17.1% 62,409 $18.9M
Empire Life Investments Inc. 1.05% No change 62,000 $18.8M
Prevail Innovative Wealth Advisors, LLC 2.79% Add +39.1% 61,729 $18.7M
&partners 0.08% Add +41.2% 61,425 $18.6M
Renaissance Technologies 0.03% New 61,000 $18.5M
David Kennon Inc 6.09% New 60,880 $18.4M
Keybank National Association 0.06% Add +4.5% 60,750 $18.4M
Bauman Advisory Group, LLC 9.73% Add +8.9% 60,629 $18.4M
Foundations Investment Advisors, LLC 0.19% Add +0.7% 59,967 $18.2M
GR Financial Group, LLC 2.47% New 59,946 $18.2M
Petix & Botte Co 3.65% Add +120.5% 59,924 $18.2M
Kinetic Wealth Investment Advisors LLC 8.48% — 59,367 $18.0M
Compass Financial Services Inc 6.70% Add +2.6% 59,196 $17.9M
Future Financial Wealth Managment LLC 11.09% Reduce -3.6% 62,283 $17.7M
Vicus Capital 1.13% Add +1898.2% 57,669 $17.5M
Bucket List Wealth Management, LLC 8.59% Add +3.3% 57,538 $17.4M
Avior Wealth Management, LLC 0.46% Add +0.0% 57,356 $17.4M
Independent Financial Group, LLC 0.32% Add +36.3% 56,777 $17.2M
Bluespring Wealth Management, LLC 0.33% New 56,058 $17.0M
ODonnell Financial Services, LLC 4.97% Add +5.8% 55,775 $16.9M
Cooper Capital Advisors LLC 7.30% Add +1.9% 55,549 $16.8M
Worth Asset Management, LLC 5.27% Add +482.4% 54,410 $16.5M
CAP Partners, LLC 8.04% Add +1.4% 54,257 $16.4M
Transamerica Financial Advisors, LLC 1.39% Reduce -18.0% 54,209 $16.4M
RFG Advisory, LLC 0.25% Reduce -50.4% 53,713 $16.3M
Blair William & Co. 0.04% Add +66.4% 53,437 $16.2M
Vestmark Advisory Solutions, Inc. 0.15% Reduce -1.4% 53,383 $16.2M
Merit Financial Group, LLC 0.10% Add +11.0% 53,367 $16.2M
URS Advisory LLC 8.96% Add +8.6% 53,123 $16.1M
Prairie Advisory, LLC 3.81% — 52,316 $15.9M
Rockefeller Capital Management L.P. 0.02% Add +89.3% 51,531 $15.6M
Tradition Wealth Management, LLC 0.95% Add +5.5% 51,382 $15.6M
Dogwood Wealth Management LLC 6.12% Add +2.5% 51,179 $15.5M
Sunrise Financial Services, LLC 9.19% Add +4.1% 51,050 $15.5M
Sims Investment Management, LLC 4.67% Add +3.3% 49,842 $15.1M
Modus Advisors, LLC 3.71% Reduce -1.1% 49,566 $15.0M
Lotus Asset Management LLC 13.03% — 48,587 $14.7M
Rehmann Capital Advisory Group 0.67% Add +5.5% 48,169 $14.6M
Congress Park Capital LLC 3.86% Add +15.1% 47,167 $14.3M
Kachkovsky & Fisher, Inc. 13.55% — 46,461 $14.1M
Signature Estate & Investment Advisors LLC 0.25% Reduce -9.5% 46,357 $14.0M
Central Pacific Bank - Trust Division 1.46% Add +65.2% 45,590 $13.8M
Advisors Capital Management, LLC 0.15% Add +1.7% 45,310 $13.7M
Strategent Financial, LLC 7.89% Reduce -2.3% 45,206 $13.7M
TriCert Investment Counsel Inc. 1.27% — 45,115 $13.7M
Warner Group LLC 3.37% Add +119.8% 45,112 $13.7M
Silver Oak Securities, Incorporated 0.83% Reduce -2.9% 44,957 $13.6M
Baring Financial LLC 7.49% Reduce -6.7% 44,764 $13.6M
Retirement Management Systems Inc. 2.77% Reduce -2.3% 44,612 $13.5M
FCG Investment Co 4.62% New 44,142 $13.4M
Carter Financial Group, INC. 6.93% Reduce -5.2% 44,132 $13.4M
JBR Co Financial Management Inc 4.85% Add +16.5% 43,848 $13.3M
Sowell Financial Services LLC 0.43% Add +0.7% 43,734 $13.3M
Rooted Wealth Advisors, Inc. 3.24% Reduce -1.3% 43,690 $13.2M
Diversify Advisory Services, LLC 0.22% Add +4437.8% 46,558 $13.1M
Diversify Wealth Management, LLC 0.22% Add +285.5% 46,558 $13.1M
Lowery Thomas, LLC 6.36% Reduce -3.1% 43,021 $13.0M
Trademark Financial Management, LLC 5.32% Add +10.9% 42,876 $13.0M
Evensky & Katz LLC 0.67% Add +0.8% 42,827 $13.0M
Kovack Advisors, Inc. 0.62% Add +14.0% 43,409 $13.0M
Sage Mountain Advisors LLC 0.79% Add +0.3% 42,317 $12.8M
Signal Advisors Wealth, LLC 0.67% Add +29.9% 42,017 $12.7M
bLong Financial, LLC 8.26% New 41,832 $12.7M
Gerber, LLC 5.96% Add +5.1% 41,810 $12.7M
Woodard & Co. Asset Management Group Inc. 1.81% Reduce -16.3% 41,422 $12.5M
Harbour Investments, Inc. 0.17% Add +7.1% 41,397 $12.5M
IFG Advisory, LLC 0.44% New 41,163 $12.5M
Two Sigma Investments, LP 0.01% Reduce -89.4% 41,100 $12.5M
Tower Research Capital LLC (TRC) 0.30% Add +584042.9% 40,890 $12.4M
Quantinno Capital Management LP 0.01% Add +12.5% 40,522 $12.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.61% Add +34.6% 40,472 $12.3M
Financial Enhancement Group LLC 1.46% Reduce -6.9% 40,312 $12.2M
Helios Capital Management Pte. Ltd. 11.84% No change 40,000 $12.1M
HBW Advisory Services LLC 1.10% Add +17.4% 39,990 $12.1M
Advisory Services Network, LLC 0.14% Add +5.0% 39,988 $12.1M
Wall Street Financial Group, Inc. 6.43% Reduce -1.7% 39,674 $12.0M
RiverFront Investment Group, LLC 0.16% Add +1.7% 39,503 $12.0M
Solitude Financial Services 3.30% Add +3.2% 39,361 $11.9M
CreativeOne Wealth, LLC 0.26% Add +57.8% 39,217 $11.9M
Barings LLC 0.22% No change 39,184 $11.9M
Sigma Planning Corp 0.30% Add +179.4% 39,037 $11.8M
Baird Financial Group, Inc. 0.02% Add +146.6% 38,623 $11.7M
Fsa Wealth Partners, Inc. 2.92% New 38,423 $11.6M
Alpha Financial Advisors, LLC 3.21% Reduce -1.0% 37,986 $11.5M
HighPoint Advisor Group LLC 0.40% Add +1.5% 37,702 $11.4M
Harbor Capital Advisors, Inc. 0.78% Add +13.8% 37,651 $11.4M
Cornerstone Wealth Management, LLC 0.49% Add +0.0% 37,625 $11.4M
626 Financial, LLC 4.44% Add +126.2% 37,500 $11.4M
Trivium Point Advisory, LLC 1.03% Add +152.6% 37,392 $11.3M
Prota Financial, LLC 7.44% Reduce -11.7% 37,861 $11.3M
Clarus Wealth Advisors 4.31% New 38,204 $11.2M
Fortis Group Advisors, LLC 1.79% Add +0.6% 36,899 $11.2M
Guardian Asset Advisors, LLC 5.11% Reduce -2.8% 36,547 $11.1M
Mgo One Seven LLC 0.18% Add +116.9% 36,465 $11.0M
Boyum Wealth Architects LLC 4.35% Reduce -3.5% 37,320 $10.9M
Wealth Group Ltd 2.02% Add +19.3% 34,801 $10.5M
Brown Advisory Inc. 0.02% Add +73.4% 34,662 $10.5M
Bison Wealth, LLC 0.96% Reduce -14.7% 35,060 $10.4M
Calton & Associates, Inc. 1.52% Add +2.4% 34,292 $10.4M
Aspire Growth Partners LLC 5.95% Add +13.3% 33,799 $10.2M
Vance Wealth, LLC 2.29% Add +0.1% 33,509 $10.2M
Carnegie Investment Counsel 0.20% Add +14.7% 33,411 $10.1M
Total Clarity Wealth Management, Inc. 1.96% Add +32.4% 33,348 $10.1M
New Perspectives, Inc 3.09% Add +8.5% 33,221 $10.1M
Prime Capital Investment Advisors, LLC 0.10% Add +121.7% 32,570 $9.9M
J.W. Cole Advisors, Inc. 0.17% Add +5.0% 32,328 $9.8M
Mutual Advisors, LLC 0.18% Add +17.7% 32,249 $9.8M
WBH Advisory Inc. 0.65% Reduce -6.2% 32,038 $9.7M
Arete Wealth Advisors, LLC 0.63% Add +43.2% 31,588 $9.6M
Independent Advisor Alliance 0.22% Reduce -96.3% 31,487 $9.5M
AA Financial Advisors, LLC 1.15% Add +101.5% 31,440 $9.5M
Park Place Capital Corp 1.51% Add +3.0% 31,392 $9.5M
Cabot Wealth Management Inc. 0.96% Add +37.0% 31,176 $9.4M
Raub Brock Capital Management LP 2.60% Reduce -3.9% 31,145 $9.4M
Intentional Wealth Strategies, LLC 8.78% Reduce -5.7% 30,890 $9.4M
Graney & King, LLC 3.33% Add +33.6% 30,610 $9.3M
Balance Wealth Partners LLC 2.46% Add +52.4% 30,509 $9.2M
Tempo Wealth, LLC 1.37% Add +4.7% 30,490 $9.2M
Centaurus Financial, Inc. 0.35% Add +0.4% 30,085 $9.1M
Allen Investment Management, LLC 0.11% Add +27.2% 30,007 $9.1M
Envestnet Portfolio Solutions, Inc. 0.04% Add +2956.5% 29,954 $9.1M
Mueller Wealth, LLC 6.18% Add +4.4% 29,948 $9.1M
Financial Futures Ltd Liability Co. 3.44% Add +3.9% 29,805 $9.0M
HT Partners LLC 2.47% Reduce -12.1% 29,465 $8.9M
Tactive Advisors, LLC 2.20% Add +422.1% 29,459 $8.9M
OneDigital Investment Advisors LLC 0.08% Add +0.0% 29,457 $8.9M
Belpointe Asset Management LLC 0.29% Add +70.1% 29,412 $8.9M
Milestones Private Investment Advisors LLC 7.09% Add +29.6% 29,371 $8.9M
Gill Capital Partners, LLC 2.34% Add +2.9% 29,207 $8.8M
Procyon Advisors, LLC 0.38% Reduce -25.2% 29,200 $8.8M
Tide Cove Capital Partners LLC 5.72% Add +0.0% 29,643 $8.8M
Safeguard Investment Advisory Group, LLC 2.04% Add +3.1% 29,104 $8.8M
Fosun International Ltd 2.12% New 28,936 $8.8M
Maia Wealth LLC 1.29% Add +21.5% 28,812 $8.7M
Premier Private Wealth Management LLC 7.58% Add +16.7% 28,585 $8.7M
ATX Financial Planning, LLC 5.64% Add +4.9% 28,113 $8.5M
Ritter Daniher Financial Advisory LLC / DE 1.29% Add +3.5% 28,008 $8.5M
Mercer Global Advisors Inc. 0.01% Add +19.4% 27,900 $8.5M
Cooper Financial Group 0.70% Add +1417.5% 27,695 $8.4M
Basso Capital Management, L.P. 2.06% Add +861.4% 27,564 $8.4M
Echo45 Advisors LLC 4.29% Reduce -8.4% 27,426 $8.3M
Eldridge Investment Advisors, Inc. 1.65% Add +9.3% 27,415 $8.3M
Retirement Financial Solutions, LLC 2.04% Add +4.0% 27,380 $8.3M
PCG Wealth Advisors, LLC 1.85% Add +0.7% 27,380 $8.3M
Redwood Financial Network Corp 4.57% Add +1.7% 27,231 $8.3M
Gilbert Capital Group, Inc. 5.68% New 26,751 $8.1M
Appalachian Capital Management Ltd 5.83% Add +1.2% 26,536 $8.0M
Geneos Wealth Management Inc. 0.16% Add +20.8% 26,521 $8.0M
Tennessee Valley Asset Management Partners 0.88% Add +19.2% 26,203 $7.9M
Atria Investments, Inc 0.08% Reduce -16.9% 26,121 $7.9M
Visionary Wealth Advisors 0.31% Reduce -14.5% 26,103 $7.9M
LexAurum Advisors, LLC 0.91% Add +225.2% 25,842 $7.8M
Fiduciary Financial Advisors 0.79% New 25,698 $7.8M
First Heartland Consultants, Inc. 0.50% Add +9.3% 25,461 $7.7M
Lansing Street Advisors 1.64% Add +6.9% 25,403 $7.7M
IFP Advisors, Inc 0.14% Add +23.4% 25,302 $7.7M
CIBC Bancorp USA Inc. 0.01% Add +27.8% 25,224 $7.6M
Arkansas Financial Group, Inc. 0.99% Add +11.4% 25,192 $7.6M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -0.1% 25,045 $7.6M
Wealthcare Advisory Partners LLC 0.14% Reduce -67.5% 24,992 $7.6M
Flow Traders U.S. LLC 0.31% Reduce -42.0% 24,793 $7.5M
Avestar Capital, LLC 0.44% Add +0.0% 24,699 $7.5M
Stonehearth Capital Management, LLC 2.54% New 24,543 $7.4M
GenTrust, LLC 0.28% Add +6.2% 24,170 $7.3M
Great Lakes Retirement, Inc. 0.65% Add +3.6% 24,116 $7.3M
Flagship Harbor Advisors, LLC 0.28% Add +3.7% 24,097 $7.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +24.2% 23,964 $7.3M
SBI Securities Co., Ltd. 0.16% Add +41.3% 23,896 $7.2M
Investment Advisory Services Group LLC 5.26% Add +8.2% 23,714 $7.2M
Retirement Planning Group, LLC / NY 3.91% Add +13.7% 23,707 $7.2M
Lynch Investment Planning, LLC 5.49% Add +0.6% 23,567 $7.1M
Caprock Group, LLC 0.14% Reduce -6.4% 23,523 $7.1M
International Assets Investment Management, LLC 0.42% Add +91.3% 23,770 $7.1M
Cornerstone Financial Group, LLC 4.36% Reduce -4.0% 23,328 $7.1M
Strategic Advisors LLC 1.54% Add +4.5% 23,285 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +501.1% 23,232 $7.0M
Centennial Wealth Advisory LLC 1.51% Reduce -5.2% 23,126 $7.0M
USAdvisors Wealth Management, LLC 2.00% Add +179.5% 23,075 $7.0M
Collaborative Wealth Managment Inc. 2.91% Reduce -1.4% 22,831 $6.9M
Summit Financial Consulting LLC 4.69% Reduce -22.6% 22,796 $6.9M
Pearl Planning LLC 3.15% Add +7.1% 22,592 $6.8M
IMG Wealth Management, Inc. 3.80% Add +6.5% 22,510 $6.8M
Eddie Patel Inc 4.06% Reduce -9.4% 22,435 $6.8M
Ascent Advisors, LLC 7.82% Reduce -14.5% 22,703 $6.8M
Two Sigma Securities, LLC 0.58% Add +744.0% 22,146 $6.7M
Prism Advisors, Inc. 1.62% Reduce -9.4% 22,047 $6.7M
JGP Wealth Management, LLC 0.60% Add +13.1% 21,974 $6.7M
PlanVest Financial, Inc 4.42% Reduce -0.6% 21,834 $6.6M
Bank of Montreal 0.00% Add +20.8% 21,794 $6.6M
WJ Wealth Management, LLC 2.60% Add +0.5% 21,727 $6.6M
Sykon Capital LLC 2.01% New 21,557 $6.5M
Encompass More Asset Management 0.96% Add +7.1% 21,510 $6.5M
FOCUS Wealth Advisors, LLC 3.02% New 21,473 $6.5M
High Note Wealth, LLC 1.10% Add +1.3% 21,236 $6.4M
Corient Private Wealth LP 0.01% Add +2.1% 21,079 $6.4M
Toth Financial Advisory Corp. 0.62% Reduce -2.3% 21,063 $6.4M
New Wave Wealth Advisors LLC 1.74% Add +24.9% 21,040 $6.4M
Bensler, LLC 0.56% Add +0.8% 20,936 $6.3M
Principal Securities, Inc. 0.08% Add +21.9% 20,806 $6.3M
Westside Investment Management, Inc. 0.83% Add +0.9% 20,799 $6.3M
Bernardo Wealth Planning LLC 1.07% Add +0.6% 20,595 $6.2M
Byrne Financial Freedom, LLC 2.43% Reduce -1.0% 20,581 $6.2M
AssuredPartners Investment Advisors, LLC 0.60% Add +54.9% 20,573 $6.2M
Meridian Wealth Management, LLC 0.19% Reduce -1.9% 20,440 $6.2M
United Advisor Group, LLC 0.66% Add +2.2% 20,406 $6.2M
Smith Shellnut Wilson LLC 2.31% Add +1.4% 20,298 $6.1M
Galvin, Gaustad & Stein, LLC 0.46% Reduce -4.9% 20,098 $6.1M
Onyx Bridge Wealth Group LLC 0.55% Add +0.3% 20,021 $6.1M
D.A. Davidson & Co. 0.03% Add +36.9% 19,966 $6.0M
Atalanta Sosnoff Capital, LLC 0.11% Add +596.4% 19,896 $6.0M
Faithward Advisors, LLC 0.73% Add +0.8% 19,874 $6.0M
WCG Wealth Advisors LLC 0.14% Reduce -6.5% 19,831 $6.0M
AE Wealth Management LLC 0.03% Add +13.0% 19,824 $6.0M
YHB Investment Advisors, Inc. 0.38% Add +77.7% 19,750 $6.0M
Florida Financial Advisors, LLC 1.01% Add +12.9% 19,718 $6.0M
Dorsey & Whitney Trust CO LLC 0.29% No change 19,592 $5.9M
Novem Group 0.60% Add +248.2% 19,552 $5.9M
Theory Financial LLC 1.86% Add +13.7% 19,452 $5.9M
Savvy Advisors, Inc. 0.13% Add +73.8% 19,395 $5.9M
Y.D. More Investments Ltd 0.18% No change 19,300 $5.8M
Atlas Private Wealth Advisors 1.28% Add +1.9% 19,270 $5.8M
Coquina Private Wealth LLC 3.96% Add +7.1% 19,243 $5.8M
Triton Wealth Management, PLLC 1.79% Add +136.7% 19,872 $5.8M
PFG Investments, LLC 0.22% Reduce -0.1% 19,131 $5.8M
SHUTTLEWORTH & Co 4.61% Add +29.3% 19,034 $5.8M
Dynamic Advisor Solutions LLC 0.16% Add +2.3% 18,693 $5.7M
Luken Investment Analytics, LLC 1.96% Reduce -4.2% 18,487 $5.6M
AGH Wealth Advisors, LLC 3.52% Add +2.8% 18,418 $5.6M
Gateway Wealth Partners, LLC 0.33% Reduce -51.6% 18,192 $5.5M
Purus Wealth Management, LLC 1.51% Add +6.6% 18,083 $5.5M
Sanchez Wealth Management Group 0.95% Add +39.6% 17,897 $5.4M
PAX Financial Group, LLC 0.80% Reduce -7.3% 17,663 $5.4M
MPWM Advisory Solutions, LLC 2.45% Add +6.5% 17,655 $5.3M
Vontobel Holding Ltd. 0.02% Add +30.9% 17,470 $5.3M
Evolution Wealth Management Inc. 3.08% Add +30.5% 17,301 $5.2M
GeoWealth Management, LLC 0.16% Add +113.8% 17,197 $5.2M
Turning Point Benefit Group, Inc. 2.24% Add +279.6% 17,326 $5.2M
Landmark Wealth Management, LLC 1.22% Reduce -9.1% 16,893 $5.1M
One Capital Management, LLC 0.14% No change 21,471 $5.1M
Norris Financial Group, LLC 2.02% Add +20.5% 16,719 $5.1M
Beacon Pointe Advisors, LLC 0.02% Add +5.7% 16,609 $5.0M
National Philanthropic Trust 0.07% Reduce -3.2% 16,606 $5.0M
Castle Wealth Management LLC 1.49% Reduce -0.3% 16,588 $5.0M
Meridian Financial Advisors, LLC 2.41% Add +8.0% 16,554 $5.0M
Bright Financial Advisors, Inc. 2.09% Add +4.5% 16,469 $5.0M
AlphaCore Capital LLC 0.09% Reduce -13.8% 16,392 $5.0M
Manufacturers Life Insurance Company, The 0.00% New 16,300 $4.9M
Regal Investment Advisors LLC 0.25% Reduce -4.1% 15,892 $4.8M
Circle Wealth Management, LLC 0.06% Add +0.2% 15,881 $4.8M
BKM Wealth Management, LLC 1.70% Reduce -1.3% 15,816 $4.8M
National Wealth Management Group, LLC 1.48% Add +9.7% 15,810 $4.8M
Avidian Wealth Enterprises, LLC 0.13% Add +53.5% 15,806 $4.8M
Vise Technologies, Inc. 0.05% Add +26.8% 15,483 $4.7M
Family Legacy Financial Solutions, LLC 2.86% Add +29.8% 15,470 $4.7M
Focus Partners Advisor Solutions, LLC 0.04% Add +5.4% 15,432 $4.7M
Allworth Financial LP 0.02% Add +26.5% 15,299 $4.6M
Kirtland Hills Capital Management, LLC 1.32% Add +0.0% 15,291 $4.6M
Commonwealth Financial Services, LLC 0.62% Add +13.6% 15,226 $4.6M
Cassaday & Co Wealth Management LLC 0.09% No change 15,201 $4.6M
Hegarty Advisors, LLC 3.17% Add +21.5% 15,181 $4.6M
Pathstone Holdings, LLC 0.01% Add +21.8% 15,078 $4.6M
Legacy Capital Wealth Management, LLC 2.11% Reduce -0.9% 14,997 $4.5M
Bellars Harris Wealth Management, LLC 0.92% — 14,977 $4.5M
Elm3 Financial Group, LLC 3.09% Add +4.1% 14,882 $4.5M
Spartan Wealth Advisory Services LLC 0.37% Add +59.6% 14,724 $4.5M
Golden State Wealth Management, LLC 0.41% Add +12.3% 14,708 $4.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.8% 14,678 $4.4M
Fourth Dimension Wealth, LLC 1.40% New 14,664 $4.4M
Keystone Wealth Services, LLC 0.82% Add +36.9% 14,645 $4.4M
Mather Group, Llc. 0.04% Reduce -3.1% 14,598 $4.4M
Fidelis Wealth Advisors LLC 6.62% New 14,590 $4.4M
BankPlus Wealth Management LLC 1.99% Add +13.1% 14,547 $4.4M
Rainier Family Wealth Inc. 2.48% Add +32.9% 14,383 $4.4M
Money Concepts Capital Corp. 0.20% Add +17.9% 14,230 $4.3M
Round Rock Advisors LLC 0.55% Add +0.5% 14,212 $4.3M
PFG Advisors 0.22% Reduce -5.5% 14,160 $4.3M
Kingswood Wealth Advisors, LLC 0.17% Add +12.5% 14,108 $4.3M
J. M. Brown & Associates Inc. 2.43% — 14,041 $4.3M
Great Valley Advisor Group, Inc. 0.07% Add +8.7% 13,963 $4.2M
Bestgate Wealth Advisors, LLC 6.69% Add +0.8% 13,867 $4.2M
Jackson Square Capital, LLC 0.57% Reduce -0.7% 13,638 $4.1M
Lebenthal Global Advisors, LLC 0.56% New 13,602 $4.1M
FourThought Financial Partners, LLC 0.32% Add +2.5% 13,546 $4.1M
Patriot Financial Group Insurance Agency, LLC 0.42% Reduce -43.7% 13,522 $4.1M
Destiny Capital Corp 1.90% Add +5.7% 13,517 $4.1M
Sandy Cove Advisors, LLC 1.02% Add +9.4% 13,478 $4.1M
Alchemi Wealth, LLC 1.91% Reduce -0.9% 13,443 $4.1M
AMG National Trust Bank 0.08% Reduce -2.3% 13,323 $4.0M
Douglass Winthrop Advisors, LLC 0.07% Add +824.0% 13,260 $4.0M
TD Capital Management LLC 0.33% Add +13.6% 13,140 $4.0M
Essex Financial Services, Inc. 0.20% Add +6.8% 13,106 $4.0M
Brown Financial Advisors 1.37% Reduce -6.3% 12,924 $3.9M
Maripau Wealth Management LLC 1.39% Add +7.5% 12,868 $3.9M
Sulzberger Capital Advisors, Inc. 3.78% Reduce -5.2% 12,777 $3.9M
Silverlake Wealth Management LLC 0.74% Reduce -3.4% 12,756 $3.9M
Bank of New Hampshire 0.80% Add +0.8% 12,600 $3.8M
Next Capital Management LLC 1.02% Add +12.4% 12,533 $3.8M
Garton & Associates Financial Advisors LLC 8.57% Add +20.8% 12,502 $3.8M
Greenline Wealth Management LLC 3.11% New 12,491 $3.8M
GK Wealth Management LLC 2.28% New 12,440 $3.8M
Moneco Advisors, LLC 0.23% Add +11.6% 12,422 $3.8M
Apollon Wealth Management, LLC 0.05% Add +13.4% 12,345 $3.7M
Flagship Private Wealth, LLC 1.32% Add +4.2% 12,342 $3.7M
Maridea Wealth Management LLC 0.40% Reduce -10.8% 12,269 $3.7M
BCS Wealth Management 0.67% Reduce -2.5% 12,254 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +81.9% 12,243 $3.7M
Redhawk Wealth Advisors, Inc. 0.36% Reduce -11.2% 12,177 $3.7M
Beam Wealth Advisors, Inc. 0.81% Add +10.4% 12,164 $3.7M
Wedbush Securities Inc. 0.09% Add +9.9% 12,064 $3.7M
Ashton Thomas Private Wealth, LLC 0.08% Add +0.3% 12,063 $3.7M
SCS Capital Management LLC 0.03% Add +1.9% 12,025 $3.6M
Foster Victor Wealth Advisors, LLC 0.19% New 12,287 $3.6M
Austin Wealth Management, LLC 0.77% Add +1.0% 12,702 $3.6M
BlackRock, Inc. 0.00% Add +61.1% 11,948 $3.6M
Commerce Bank 0.02% Reduce -15.8% 11,939 $3.6M
Ducere Wealth Management LLC 1.08% New 11,871 $3.6M
Hyposwiss Advisors SA 3.38% Add +41.1% 11,780 $3.6M
Wbi Investments, LLC 0.88% Reduce -3.3% 11,725 $3.6M
NWF Advisory Services Inc. 0.33% Add +9.6% 11,721 $3.6M
Wagner Wealth Management, Corp 2.86% Add +3.2% 11,683 $3.5M
Rede Wealth, LLC 1.17% Add +8.4% 11,675 $3.5M
Crestwood Advisors Group, LLC 0.05% Add +341.2% 11,608 $3.5M
Mid-American Wealth Advisory Group, Inc. 1.27% Reduce -4.7% 11,594 $3.5M
Avise Financial Cooperative, Inc. 2.47% Add +2.0% 11,430 $3.5M
Third View Private Wealth, LLC 0.42% No change 11,233 $3.4M
jvl associates llc 0.96% Reduce -2.0% 11,170 $3.4M
Sagespring Wealth Partners, LLC 0.05% Add +35.1% 11,145 $3.4M
Connecticut Capital Management Group, LLC 2.70% Add +4.9% 11,055 $3.3M
CFS Investment Advisory Services, LLC 0.22% Reduce -1.4% 11,395 $3.3M
Valeo Financial Advisors, LLC 0.07% Add +31.3% 10,958 $3.3M
Wealth Management Nebraska 0.30% Add +4.7% 10,919 $3.3M
XTX Topco Ltd 0.04% Add +11.6% 10,862 $3.3M
Founders Financial Securities LLC 0.17% Add +4.0% 10,738 $3.3M
Luminist Capital LLC 3.68% Add +4270.2% 23,031 $3.3M
Paladin Wealth, LLC 1.88% Add +4.3% 10,670 $3.2M
Falcon Wealth Planning 0.20% Add +12.1% 10,636 $3.2M
Cornerstone Advisory, LLC 0.26% Add +21.6% 10,532 $3.2M
Marshall Financial Group, LLC 0.46% Add +8.2% 10,523 $3.2M
Hanseatic Management Services Inc. 2.34% Reduce -3.7% 10,487 $3.2M
Koshinski Asset Management, Inc. 0.17% Add +29.1% 10,487 $3.2M
Park Avenue Securities LLC 0.02% Add +5.9% 10,486 $3.2M
Vision Retirement, LLC 0.77% Add +116.6% 10,485 $3.2M
Kieckhefer Group LLC 1.29% Add +18.2% 10,480 $3.2M
Texas Yale Capital Corp. 0.07% Add +104.2% 10,395 $3.1M
Balentine LLC 0.11% No change 10,389 $3.1M
Private Trust Co. NA 0.25% Add +15.8% 10,306 $3.1M
Sfm, LLC 1.60% Add +84.7% 10,299 $3.1M
First Financial Corp. 1.08% Reduce -0.9% 10,295 $3.1M
Ausdal Financial Partners, Inc. 0.12% Add +87.3% 10,272 $3.1M
Legacy Wealth Managment, LLC 1.28% Add +12.9% 10,250 $3.1M
Integrated Advisors Network LLC 0.14% Add +203.3% 10,178 $3.1M
Nwam LLC 0.15% Add +4.3% 10,174 $3.1M
Root Financial Partners, LLC 0.12% Reduce -4.7% 10,119 $3.1M
Three Seasons Wealth, LLC 0.28% Add +211.7% 10,088 $3.1M
Captrust Financial Advisors 0.00% Add +16.1% 10,023 $3.0M
Zhang Financial LLC 0.09% Reduce -4.9% 9,948 $3.0M
RDA Financial Network 0.65% Add +2.3% 9,844 $3.0M
Dougherty & Associates, LLC 2.38% Reduce -4.1% 9,814 $3.0M
Sightline Wealth Advisors, LLC 1.08% Add +9.7% 9,721 $2.9M
Strategic Blueprint, LLC 0.15% Add +2.8% 9,701 $2.9M
Cary Street Partners Financial LLC 0.06% Add +2.5% 9,695 $2.9M
Sequent Planning LLC 0.63% Add +4.8% 9,689 $2.9M
Rik Saylor Financial, Inc. 1.93% Add +21.1% 9,633 $2.9M
Second Line Capital, LLC 0.54% Add +3.0% 9,612 $2.9M
Fifth Third Bancorp 0.00% Reduce -9.1% 9,499 $2.9M
Providence First Trust Co 0.80% New 9,484 $2.9M
Continuum Advisory, LLC 0.23% Add +35.8% 9,450 $2.9M
Reliant Investment Partners, LLC 1.95% Reduce -0.3% 9,437 $2.9M
Pioneer Family Office, LLC 1.46% Add +0.7% 9,350 $2.8M
Comprehensive Wealth Management, LLC 1.29% Reduce -8.1% 9,287 $2.8M
Titleist Asset Management, LLC 0.19% Add +30.1% 9,199 $2.8M
HRT Financial LP 0.01% Reduce -53.5% 9,157 $2.8M
Wealthgarden F.S. LLC 1.56% Reduce -1.9% 9,057 $2.7M
AdvisorNet Financial, Inc 0.12% Reduce -0.9% 8,979 $2.7M
Vienna Asset Management LLC 1.93% Reduce -5.8% 8,949 $2.7M
E Fund Management (Hong Kong) Co., Ltd. 0.89% Add +20.4% 8,865 $2.7M
E Fund Management Co., Ltd. 0.06% Add +20.4% 8,865 $2.7M
Valued Retirements, Inc. 2.40% Add +1.3% 8,822 $2.7M
Weitzel Financial Services, Inc. 0.90% Add +46.0% 9,065 $2.7M
Invst, LLC 0.26% Add +3.3% 8,731 $2.6M
Redwood Family Wealth LLC 2.33% Reduce -3.8% 8,678 $2.6M
Orion Porfolio Solutions, LLC 0.02% Add +45.8% 8,654 $2.6M
Cibc World Market Inc. 0.00% Add +15.2% 8,583 $2.6M
Capital Analysts, LLC 0.06% Add +1.1% 8,512 $2.6M
Brandywine Oak Private Wealth LLC 0.20% Reduce -0.6% 8,489 $2.6M
Certuity, LLC 0.13% Reduce -2.5% 8,420 $2.6M
Savant Capital, LLC 0.01% Add +0.1% 8,366 $2.5M
Nuveen, LLC 0.00% New 8,300 $2.5M
Evanson Financial, LLC 0.12% — 8,288 $2.5M
Curtis Advisory Group, LLC 0.49% New 8,273 $2.5M
Box Hill Private Wealth LLC 1.97% Add +35.4% 8,102 $2.5M
Sfmg, LLC 0.15% Reduce -1.3% 8,044 $2.4M
Fulton Bank, N.A. 0.07% New 8,040 $2.4M
Fairview Capital Investment Management, LLC 0.13% Add +611.1% 8,007 $2.4M
Proactive Wealth Strategies LLC 0.39% Reduce -1.7% 7,949 $2.4M
Gotham Asset Management 0.01% Add +2.1% 7,870 $2.4M
Twin Peaks Wealth Advisors, LLC 0.54% Add +19.0% 7,862 $2.4M
Comprehensive Financial Planning, Inc. 1.27% Reduce -3.0% 7,861 $2.4M
Csenge Advisory Group 0.10% Add +19.1% 7,822 $2.4M
Global Financial Private Client, LLC 0.64% Reduce -2.6% 7,807 $2.4M
Crescent Grove Advisors, LLC 0.20% Add +0.0% 7,795 $2.4M
Wealthspire Advisors, LLC 0.01% Add +296.6% 7,785 $2.4M
Blue Edge Capital, LLC 0.28% Reduce -42.8% 7,778 $2.4M
Seros Financial, LLC 1.21% Add +74.3% 7,683 $2.3M
Iams Wealth Management, LLC 0.70% Add +32.0% 7,630 $2.3M
Arkadios Wealth Advisors 0.04% Add +29.2% 7,583 $2.3M
New Insight Wealth Advisors 0.67% New 7,504 $2.3M
SMI Advisory Services, LLC 0.37% Add +75.3% 7,608 $2.3M
Goldstein Advisors, LLC 0.21% Add +3.8% 7,471 $2.3M
Emerald Advisors, LLC 0.28% Reduce -0.1% 7,469 $2.3M
Advus Financial Partners, LLC 0.51% Reduce -4.4% 7,438 $2.3M
Triton Financial Group Inc 1.29% Reduce -47.7% 7,374 $2.2M
National Bank of Canada 0.00% Reduce -63.3% 7,359 $2.2M
Ranch Capital Advisors Inc. 0.71% Add +3.9% 7,347 $2.2M
Canvas Wealth Advisors, LLC 0.31% Add +252.6% 7,238 $2.2M
Smith, Moore & Co. 0.14% Reduce -4.3% 7,235 $2.2M
Pinnacle Financial Partners, Inc. 0.01% Add +16.9% 7,200 $2.2M
Intrua Financial, LLC 0.21% Reduce -28.8% 7,153 $2.2M
CoreCap Advisors, LLC 0.06% Add +5.1% 7,151 $2.2M
Strong Tower Advisory Services 0.39% Add +1.3% 7,137 $2.2M
Cabana LLC 16.12% Reduce -15.2% 7,058 $2.1M
Ensign Peak Advisors, Inc 0.00% No change 7,020 $2.1M
Relyea Zuckerberg Hanson LLC 0.18% Add +0.1% 7,013 $2.1M
Prostatis Group LLC 0.49% Reduce -2.6% 6,998 $2.1M
Tailwinds Wealth, LLC 1.24% New 6,952 $2.1M
Virtue Capital Management, LLC 0.28% Add +19.6% 6,936 $2.1M
Trinity Wealth Management, LLC 0.66% Reduce -0.3% 6,897 $2.1M
CRA Financial Services, LLC 0.24% Add +0.4% 6,878 $2.1M
Kellett Wealth Advisors, LLC 0.97% Add +74.3% 6,850 $2.1M
BLVD Private Wealth, LLC 1.53% Add +6.5% 6,782 $2.1M
Fiscal Wisdom Wealth Management, LLC 1.74% Add +2.4% 6,777 $2.1M
American Financial Advisors, LLC 0.25% Add +2.5% 6,739 $2.0M
Resonant Capital Advisors, LLC 0.10% New 6,661 $2.0M
Mattson Financial Services, LLC 0.42% Reduce -3.4% 6,858 $2.0M
BXM Wealth LLC 1.08% Reduce -0.7% 6,569 $2.0M
Hound Partners, LLC 0.23% New 6,500 $2.0M
Larson Financial Group LLC 0.05% Reduce -6.6% 6,470 $2.0M
Wedmont Private Capital 0.05% New 6,518 $1.9M
Texas Capital Bank Wealth Management Services Inc 0.10% Add +0.1% 6,392 $1.9M
Fifth Third Securities, Inc. 0.11% Add +376.1% 6,360 $1.9M
Pacific Point Advisors, LLC 0.88% Add +176.5% 6,360 $1.9M
Summit Wealth Group LLC / Co. 0.16% Add +15.7% 6,355 $1.9M
TrueWealth Advisors, LLC 0.43% Reduce -2.7% 6,286 $1.9M
Financial & Tax Architects, LLC 0.40% Add +15.3% 6,249 $1.9M
Triumph Capital Management 0.34% Add +66.4% 6,208 $1.9M
Kennicott Capital Management LLC 0.87% Reduce -1.0% 6,205 $1.9M
Colonial River Investments, LLC 0.53% Reduce -7.4% 6,195 $1.9M
Northbridge Financial Group, LLC 0.72% Add +176.6% 6,192 $1.9M
Nadler Financial Group, Inc. 0.16% No change 6,158 $1.9M
TBH Global Asset Management, LLC 0.34% Add +7.5% 6,132 $1.9M
Atticus Wealth Management, LLC 0.44% Add +600.2% 6,120 $1.9M
Flavin Financial Services, Inc. 1.04% Add +30.0% 6,039 $1.8M
Fort Washington Investment Advisors Inc. 0.01% No change 6,033 $1.8M
Mascagni Wealth Management, Inc. 1.13% Reduce -0.4% 6,005 $1.8M
OxenFree Capital LLC 0.83% New 6,213 $1.8M
City State Bank 0.42% Add +15.9% 5,980 $1.8M
Johnson Investment Counsel Inc. 0.01% Add +85.3% 5,970 $1.8M
Clear Creek Financial Management, LLC 0.12% Reduce -40.4% 5,969 $1.8M
Compound Planning, Inc. 0.05% Add +167.2% 5,951 $1.8M
Moors & Cabot, Inc. 0.07% Reduce -2.4% 5,928 $1.8M
Magnolia Capital Advisors LLC 0.30% Add +6.5% 5,846 $1.8M
Altus Wealth Group LLC 0.64% Reduce -34.6% 5,841 $1.8M
Marble Harbor Investment Counsel, LLC 0.18% No change 5,801 $1.8M
6th Street Advisors, LLC 1.00% Add +4.6% 5,752 $1.7M
Keystone Financial Group 0.10% Add +28.1% 5,748 $1.7M
Spire Wealth Management 0.05% Add +5.2% 5,742 $1.7M
Presidio Capital Management, LLC 0.43% Add +2.2% 5,698 $1.7M
Ipsen Advisor Group LLC 1.10% Reduce -3.9% 5,670 $1.7M
Arsenal Capital Advisors LLC 1.00% Add +46.9% 5,610 $1.7M
Tanglewood Wealth Management, Inc. 0.14% New 5,556 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +28.1% 5,554 $1.7M
Sander Capital Advisors Inc. 0.89% New 5,540 $1.7M
Opulen Financial Group LLC 1.05% Add +0.1% 5,517 $1.7M
Pine Harbor Wealth Management, LLC 0.45% Add +23.1% 5,516 $1.7M
RIA Advisory Group LLC 0.37% Add +11.3% 5,513 $1.7M
Pacific Asset Management, LLC 0.82% Reduce -5.7% 5,486 $1.7M
ZEGA Investments, LLC 0.27% Add +2.1% 5,391 $1.6M
Sharkey, Howes & Javer 0.20% No change 5,384 $1.6M
Quartz Partners, LLC 0.53% Add +40.5% 5,379 $1.6M
Pennington Partners & Co., LLC 0.52% Add +0.1% 5,336 $1.6M
Sequoia Financial Advisors, LLC 0.01% Reduce -8.0% 5,335 $1.6M
Russell Investments Group, Ltd. 0.00% Add +100.4% 5,299 $1.6M
J Hagan Capital, Inc. 0.74% Add +14.3% 5,275 $1.6M
Performance Wealth Partners, LLC 0.04% Add +1.3% 5,254 $1.6M
TD Waterhouse Canada Inc. 0.00% Add +395.2% 5,323 $1.6M
Parallel Advisors, LLC 0.02% Add +7.7% 5,204 $1.6M
Renasant Bank 1.01% Add +2.7% 5,181 $1.6M
Beacon Financial Advisory LLC 0.31% Add +41.0% 5,152 $1.6M
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -0.0% 5,131 $1.6M
Rockingstone Advisors LLC 0.62% Reduce -0.5% 5,108 $1.5M
Venture Visionary Partners LLC 0.04% Add +23.8% 5,030 $1.5M
Keating Financial Advisory Services, Inc. 0.20% Add +4.9% 5,025 $1.5M
Uptick Partners, LLC 0.24% Add +18.6% 5,021 $1.5M
Bridgewater Advisors Inc. 0.08% No change 5,248 $1.5M
Nicholas Wealth, LLC. 0.83% Add +8.2% 4,981 $1.5M
JDM Financial Group LLC 0.51% Reduce -37.5% 4,946 $1.5M
Cape Investment Advisory, Inc. 0.40% Add +15.3% 4,937 $1.5M
Lord & Richards Wealth Management, LLC 1.17% Add +3.6% 4,927 $1.5M
Mission Wealth Management, LP 0.02% Add +339.1% 4,913 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -42.6% 4,897 $1.5M
Revisor Wealth Management LLC 0.35% Add +42.0% 4,876 $1.5M
Fisher Asset Management 0.00% Add +13.0% 4,866 $1.5M
Dedeker Financial LLC 0.84% Add +47.8% 4,849 $1.5M
Integrity Alliance, Llc. 0.05% Add +199.5% 4,843 $1.5M
Optima Capital LLC 0.57% Add +65.7% 4,793 $1.5M
Simplicity Wealth,LLC 0.05% Add +69.4% 4,778 $1.4M
Bullock Wealth Management Group 0.62% Add +16.4% 4,788 $1.4M
Abound Wealth Management 0.28% Add +6.7% 4,703 $1.4M
DAVENPORT & Co LLC 0.01% Add +17.5% 4,701 $1.4M
Sun Group Wealth Partners 0.97% New 4,684 $1.4M
Stephens Inc. 0.02% Add +50.5% 4,670 $1.4M
QRG Capital Management, Inc. 0.01% Add +207.5% 4,668 $1.4M
Blue Chip Partners, LLC 0.09% Add +9.4% 4,663 $1.4M
MW Advisory, LLC 0.56% — 4,655 $1.4M
Birch Financial Group, LLC 0.72% Add +1.7% 4,622 $1.4M
Legacy Private Trust Co. 0.08% Add +5.9% 4,621 $1.4M
Alta Wealth Advisors LLC 0.38% Add +5.6% 4,612 $1.4M
Plum Street Advisors, LLC 0.45% Reduce -5.4% 4,606 $1.4M
Advisor Resource Council 0.46% Add +242.0% 4,668 $1.4M
Independent Wealth Network Inc. 0.35% Reduce -9.1% 4,582 $1.4M
Clarendon Private LLC 0.89% Reduce -3.2% 4,580 $1.4M
Glenmede Trust Co. NA 0.01% Add +221.5% 4,565 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.1% 4,629 $1.4M
Sierra Capital LLC 0.13% Reduce -3.0% 4,524 $1.4M
AlphaCentric Advisors LLC 1.16% New 4,518 $1.4M
Mount Lucas Management LP 0.49% New 4,518 $1.4M
Ankerstar Wealth, LLC 1.15% Add +83.0% 4,510 $1.4M
Blue Water Asset Management 0.44% Add +29.2% 4,509 $1.4M
Capital Investment Advisory Services, LLC 0.08% Add +121.5% 4,492 $1.4M
COFG Advisors, LLC 0.23% Add +181.4% 4,458 $1.4M
Squarepoint Ops LLC 0.00% New 4,374 $1.3M
Retirement Planning Co of New England, Inc. 0.48% Add +0.7% 4,373 $1.3M
Fortune Financial Group, Inc. 1.02% Reduce -44.3% 4,311 $1.3M
Naviter Wealth, LLC 0.12% Add +354.2% 4,260 $1.3M
Insigneo Advisory Services, LLC 0.05% Add +12.0% 4,259 $1.3M
Range Advisory, LLC 0.15% Add +4.7% 4,228 $1.3M
Chicago Partners Investment Group LLC 0.03% Add +29.0% 4,412 $1.3M
Aldebaran Financial Inc. 1.01% Add +2.5% 4,104 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Add +7.5% 4,081 $1.2M
Townsquare Capital LLC 0.23% Reduce -14.6% 4,077 $1.2M
Goodman Advisory Group, LLC 0.28% Reduce -4.2% 4,065 $1.2M
Pitti Group Wealth Management, LLC 0.90% Add +29.2% 4,056 $1.2M
Indivisible Partners 0.07% Add +3.9% 4,044 $1.2M
Atlantic Union Bankshares Corp 0.02% Add +237.2% 4,033 $1.2M
CDM Financial Counseling Services, Inc. 1.05% Reduce -13.5% 4,032 $1.2M
Perennial Investment Advisors, LLC 0.08% Add +141.2% 4,018 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +0.2% 4,001 $1.2M
Greenwich Wealth Management LLC 0.04% Add +5.4% 3,983 $1.2M
Three Cord True Wealth Management, LLC 0.57% Add +3.7% 3,968 $1.2M
Pacific Financial Group Inc. 0.57% Add +278.8% 3,936 $1.2M
FSM Wealth Advisors, LLC 0.13% Add +38.1% 3,933 $1.2M
Capital Investment Advisors, LLC 0.02% Add +44.3% 3,920 $1.2M
Modera Wealth Management, LLC 0.01% Reduce -12.4% 3,900 $1.2M
Snowden Capital Advisors LLC 0.03% Reduce -10.4% 3,892 $1.2M
Rothschild Investment LLC 0.04% Add +87.7% 3,852 $1.2M
Ritholtz Wealth Management 0.02% Reduce -14.2% 3,841 $1.2M
Equity Wealth Partners, LLC 0.42% Reduce -2.5% 3,830 $1.2M
Facet Wealth, Inc. 0.02% Add +75.5% 3,809 $1.2M
Strategies Wealth Advisors, LLC 0.10% Reduce -1.6% 3,807 $1.2M
Firestone Capital Management 0.21% Add +7.8% 3,792 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +816.5% 3,785 $1.1M
Loomis Sayles & Co. L P 0.00% New 3,773 $1.1M
Main Street Financial Solutions, LLC 0.07% Reduce -5.4% 3,755 $1.1M
Clare Market Investments LLC 0.21% Add +22.8% 3,750 $1.1M
Shoker Investment Counsel, Inc. 0.28% Reduce -0.1% 3,730 $1.1M
Integras Partners LLC 0.62% New 3,699 $1.1M
AlphaStar Capital Management, LLC 0.07% Add +24.8% 3,698 $1.1M
Private Client Services, LLC 0.29% Reduce -2.0% 3,692 $1.1M
Inscription Capital, LLC 0.10% Reduce -2.5% 3,680 $1.1M
Ares Financial Consulting, LLC 0.80% Add +0.1% 3,673 $1.1M
Rockbridge Investment Management, LCC 0.09% Reduce -3.3% 3,636 $1.1M
Soltis Investment Advisors LLC 0.06% Add +101.1% 3,622 $1.1M
SMART Wealth LLC 0.24% Add +115.0% 3,616 $1.1M
West Michigan Advisors, LLC 0.21% Add +12.8% 3,603 $1.1M
Richard W. Paul & Associates, LLC 0.33% Reduce -3.5% 3,585 $1.1M
Krilogy Financial LLC 0.03% Reduce -4.4% 3,576 $1.1M
PSI Advisors, LLC 0.25% Add +14.2% 3,575 $1.1M
Fiduciary Group, LLC 0.08% Add +9.7% 3,572 $1.1M
Taylor Financial Group, Inc. 0.59% Add +3.8% 3,565 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -2.4% 3,562 $1.1M
Jackson Wealth Management, LLC 0.63% Reduce -95.3% 3,556 $1.1M
Centerpoint Advisory Group 0.68% Add +3.1% 3,547 $1.1M
Agp Franklin, LLC 0.46% Add +13.4% 3,505 $1.1M
Quad-Cities Investment Group, LLC 0.38% Add +26.5% 3,503 $1.1M
Crusonia Wealth Advisors LLC 0.17% New 3,490 $1.1M
Robinswood Financial LLC 0.30% Reduce -24.4% 3,474 $1.1M
Orion Capital Management LLC 0.33% Reduce -3.7% 3,470 $1.1M
Impact Partnership Wealth, LLC 0.10% Add +95.0% 3,449 $1.0M
Hobbs Group Advisors, LLC 0.27% Add +0.1% 3,443 $1.0M
Cottage Street Advisors LLC 0.40% Add +97.4% 3,440 $1.0M
DHJJ Financial Advisors, Ltd. 0.30% Add +16.8% 3,427 $1.0M
CPR Investments Inc. 0.80% New 3,427 $1.0M
Well Done, LLC 0.14% Reduce -3.1% 3,424 $1.0M
Yelin Lapidot Holdings Management Ltd. 0.20% New 3,406 $1.0M
Traynor Capital Management, Inc. 0.05% Add +24.5% 3,377 $1.0M
Diversified Management Inc. 0.22% New 3,340 $1.0M
ORBA Wealth Advisors, L.L.C. 0.86% New 3,310 $1.0M
Tempus Wealth Planning, LLC 0.19% Reduce -8.4% 3,277 $993K
Gaddis Premier Wealth Advisors LLC 0.60% Reduce -1.4% 3,274 $992K
Mystic Asset Management, Inc. 0.21% Add +0.3% 3,270 $991K
Milestone Asset Management Group, LLC 0.50% Reduce -4.1% 3,262 $988K
Legacy Solutions, LLC 0.80% No change 3,261 $988K
Blue Line Capital, LLC / IL 0.85% Reduce -20.3% 3,231 $979K
SeaCrest Wealth Management, LLC 0.11% Add +33.0% 3,231 $979K
Compass Advisory Group LLC 0.23% Add +0.1% 3,224 $977K
Ashton Thomas Securities, LLC 0.14% Add +1.4% 3,219 $975K
Investment Counsel Co. of Nevada 1.81% New 3,198 $969K
Peachtree Investment Partners, LLC 0.31% Add +82.4% 3,192 $967K
Bright Futures Wealth Management, LLC. 0.62% New 3,147 $953K
Tudor Investment Corporation 0.00% New 3,143 $952K
Exit Wealth Advisors, LLC. 0.43% Add +14.3% 3,113 $943K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.28% New 3,100 $939K
Fortress Private Ledger, LLC 0.26% Reduce -5.2% 3,090 $936K
Lighthouse Wealth Management Inc. 0.58% New 3,090 $936K
FWL Investment Management, LLC 0.17% Reduce -11.6% 3,084 $934K
Endowment Wealth Management, Inc. 0.36% Add +14.0% 3,040 $921K
Reality Financial Planning Services, LLC 0.89% Add +2.3% 3,037 $920K
Freestone Capital Holdings, LLC 0.02% Reduce -5.6% 3,027 $917K
Daviman Financial, LLC 0.51% Add +0.2% 3,020 $915K
Tidal Investments LLC 0.00% New 2,994 $907K
Kensington Investment Counsel, LLC 0.39% New 2,985 $904K
PKS Advisory Services, LLC 0.14% Add +8.8% 2,984 $904K
Precision Wealth Strategies, LLC 0.27% Reduce -3.8% 2,955 $895K
Focused Alpha, LLC 0.23% Reduce -14.1% 2,939 $890K
Peak Financial Advisors LLC 0.37% Reduce -17.8% 2,926 $887K
Entrewealth, LLC 0.33% Add +9.4% 2,988 $879K
EverSource Wealth Advisors, LLC 0.03% Reduce -28.2% 2,889 $875K
Trust Co. of Toledo NA 0.07% Add +33.0% 2,883 $873K
Red Reef Advisors LLC 0.80% Reduce -1.1% 2,870 $870K
Washington Trust Advisors, Inc. 0.06% No change 2,865 $868K
Benjamin Edwards Inc. 0.01% Reduce -2.7% 2,862 $867K
Pettyjohn, Wood & White, Inc. 0.13% Add +23.3% 2,860 $866K
LBMC Investment Advisors, LLC 0.05% Add +15.4% 2,854 $865K
Sound Income Strategies, LLC 0.04% Add +9.9% 2,848 $863K
Hamilton Capital Partners, LLC 0.25% Reduce -74.5% 2,846 $862K
Whalen Wealth Management Inc. 0.39% Add +1.2% 2,845 $862K
Brighton Jones LLC 0.02% Reduce -10.1% 2,837 $860K
Seneca House Advisors 0.30% Reduce -0.8% 2,838 $858K
Madrona Financial Services, LLC 0.16% Add +2.7% 2,827 $856K
Braeburn Wealth Management LLC 0.37% Reduce -5.1% 2,825 $856K
Nikulski Financial, Inc. 0.18% Add +35.8% 2,791 $846K
Riverstone Advisors, LLC 0.35% New 2,782 $843K
Bridgewealth Advisory Group, LLC 0.16% Add +3.9% 2,778 $842K
Barnes Wealth Management Group, Inc 0.39% Add +14.1% 2,777 $841K
Naples Global Advisors, LLC 0.05% Add +9.5% 2,759 $836K
Northern Trust Corp. 0.00% Add +6.8% 2,750 $833K
Embree Financial Group 0.08% Reduce -28.9% 2,736 $829K
Moneta Group Investment Advisors LLC 0.01% Reduce -30.5% 2,732 $828K
Navis Wealth Advisors, LLC 0.31% Reduce -1.8% 2,719 $824K
Clearstead Trust, LLC 0.11% Reduce -16.1% 2,707 $820K
Seneschal Advisors, LLC 0.56% Reduce -9.9% 2,705 $820K
MOR Wealth Management, LLC 0.33% Add +18.9% 2,698 $817K
Clark Capital Management Group, Inc. 0.00% New 2,682 $813K
Alteri Wealth LLC 0.22% Reduce -7.8% 2,673 $810K
Dakota Wealth Management 0.02% Reduce -7.1% 2,647 $802K
Founders Financial Alliance, LLC 0.11% Reduce -5.3% 2,642 $800K
HB Wealth Management, LLC 0.00% Add +37.7% 2,636 $799K
Northwest Financial Advisors 0.11% Add +1.3% 2,635 $798K
BlackDiamond Wealth Management, LLC 0.32% Add +1.6% 2,687 $798K
Columbia Asset Management 0.14% No change 2,631 $797K
Cidel Asset Management Inc. 0.04% Add +3.5% 2,628 $796K
Bulwark Capital Corp 0.44% Add +67.2% 2,591 $785K
WealthPlan Investment Management, LLC 0.04% Reduce -2.0% 2,551 $773K
Archer Investment Corp 0.15% Add +8.2% 2,534 $768K
Beaumont Financial Advisors, LLC 0.05% Add +11.7% 2,529 $766K
SHP Wealth Management 0.05% Add +1.0% 2,519 $763K
Accurate Wealth Management, LLC 0.07% Add +3.4% 2,524 $754K
Advance Capital Management, Inc. 0.02% Reduce -16.0% 2,463 $746K
Beck Capital Management, LLC 0.14% Add +121.1% 2,437 $738K
Boreal Capital Management LLC 0.63% No change 2,415 $732K
Gen-Wealth Partners Inc 0.20% No change 2,415 $732K
HUB Investment Partners, LLC 0.01% Add +60.1% 2,384 $722K
Obermeyer Wealth Partners 0.03% No change 2,357 $714K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +36.8% 2,331 $706K
Segment Wealth Management, LLC 0.04% Add +57.5% 2,326 $705K
Bravias Capital Group, LLC 0.41% Add +17.4% 2,297 $696K
DUTCH ASSET Corp 0.34% Reduce -0.4% 2,271 $688K
ETF Portfolio Partners, Inc. 0.16% Reduce -12.3% 2,269 $687K
Everest Financial Group LLC 0.09% New 2,261 $685K
Jacobi Capital Management LLC 0.03% Add +124.1% 2,257 $684K
Mosaic Family Wealth Partners, LLC 0.05% Add +32.5% 2,257 $684K
GWN Securities Inc. 0.11% Add +37.2% 2,255 $683K
Sunpointe, LLC 0.19% New 2,249 $681K
Spectrum Strategic Capital Management, LLC 0.34% Reduce -29.1% 2,231 $676K
World Equity Group, Inc. 0.15% New 2,215 $672K
FF Advisors,LLC 0.25% Add +18.3% 2,216 $671K
WASHINGTON TRUST Co 0.02% Add +5.9% 2,182 $661K
DSG Capital Advisors, LLC 0.09% Reduce -14.5% 2,231 $661K
Kraft, Davis & Associates, LLC 0.14% Reduce -1.8% 2,246 $655K
NewEdge Wealth, LLC 0.01% No change 2,115 $641K
Elevation Point Wealth Partners, LLC 0.01% Add +1.8% 2,105 $638K
Accretive Wealth Partners, LLC 0.15% No change 2,103 $637K
Santori & Peters, Inc. 0.18% Add +0.7% 2,086 $632K
Asset Dedication, LLC 0.04% Add +103650.0% 2,075 $629K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -45.0% 2,074 $629K
Sensible Money, LLC 0.17% New 2,070 $627K
Barclays PLC 0.00% Add +14.2% 2,068 $627K
Herbst Group, LLC 0.34% Add +41.2% 2,059 $624K
Retirement Income Solutions, Inc. 0.11% No change 2,612 $621K
Protective Life Corp. 4.43% Add +6.6% 2,047 $620K
Coldstream Capital Management Inc. 0.01% Reduce -29.0% 2,034 $616K
Howard Financial Services, LTD. 0.06% Reduce -6.7% 2,032 $616K
BlueChip Wealth Advisors LLC 0.23% No change 2,000 $606K
Scotia Capital Inc. 0.00% Reduce -21.3% 1,999 $606K
First Nebraska Trust Co 0.05% New 1,990 $603K
Avaii Wealth Management, LLC 0.18% Add +1.8% 1,976 $599K
Summit Global Investments 0.03% Add +6.4% 1,963 $595K
Investor's Fiduciary Advisor Network, LLC 0.20% Reduce -34.2% 1,943 $588K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 1,937 $587K
Wealthspire Retirement, LLC 0.03% New 1,977 $584K
IPG Investment Advisors LLC 0.08% Reduce -1.7% 1,928 $584K
LaSalle St. Investment Advisors, LLC 0.07% Add +18.5% 1,922 $582K
RMR Wealth Builders 0.04% Reduce -5.8% 1,921 $582K
TopTier Wealth Management, LLC 0.35% Add +39.3% 1,915 $580K
MWA Asset Management 0.26% Reduce -3.3% 1,915 $580K
Old National Bancorp 0.01% Reduce -9.5% 1,907 $578K
Durante & Waters, LLC 0.37% Add +0.1% 1,873 $567K
Silverleafe Capital Partners, LLC 0.15% No change 1,870 $567K
Robertson Stephens Wealth Management, LLC 0.01% New 1,858 $563K
Tidemark, LLC 0.13% Reduce -4.1% 1,849 $560K
Stratos Wealth Advisors, LLC 0.03% Reduce -2.0% 1,838 $557K
Thayer Partners, LLC / MA 0.23% Add +47.4% 1,837 $557K
Elevated Capital Advisors, LLC 0.15% Reduce -0.4% 1,832 $555K
Argent Trust Co 0.02% New 1,822 $552K
KWB Wealth 0.05% Reduce -11.7% 1,821 $552K
Fifth Third Wealth Advisors LLC 0.02% Add +11.3% 1,808 $548K
Aspirean Wealth, LLC 0.51% New 1,794 $544K
Vident Advisory, LLC 0.00% New 1,787 $541K
Ridgewood Investments LLC 0.20% Add +10.9% 1,786 $541K
Principle Wealth Partners LLC 0.03% Add +10.2% 1,779 $539K
Higgins & Schmidt Wealth Strategies LLC 0.22% Add +0.5% 1,766 $535K
Kathmere Capital Management, LLC 0.03% New 1,763 $534K
Planned Solutions, Inc. 0.15% Reduce -24.8% 1,754 $531K
RFP Financial Group LLC 0.24% Reduce -57.3% 1,749 $530K
F/m Investments LLC 0.03% No change 1,740 $528K
Arrowroot Family Office, LLC 0.15% Reduce -8.3% 1,739 $527K
Opal Wealth Advisors, LLC 0.11% Add +385.3% 1,713 $519K
Neuberger Berman Group LLC 0.00% New 1,713 $519K
Acute Investment Advisory, LLC 5.49% Reduce -4.8% 1,712 $519K
Assetmark, Inc. 0.00% Add +35.3% 1,709 $518K
Resurgent Financial Advisors LLC 0.14% Reduce -1.4% 1,702 $516K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,696 $514K
Summit Trail Advisors, LLC 0.01% New 1,685 $511K
Parcion Private Wealth LLC 0.03% Add +11.3% 1,671 $506K
Cadent Capital Advisors, LLC 0.10% Add +9.8% 1,656 $502K
SimpliFi, Inc. 0.20% Add +0.1% 1,654 $501K
Freedom Financial Partners LLC 0.16% Add +0.1% 1,598 $484K
Cullen/Frost Bankers, Inc. 0.00% Add +1.6% 1,598 $484K
ETF Store, Inc. 0.40% New 1,595 $483K
Fiduciary Financial Group, LLC 0.05% No change 1,580 $479K
Certified Advisory Corp 0.04% Add +27.6% 1,574 $477K
XML Financial, LLC 0.03% New 1,573 $477K
Saxony Capital Management, LLC 0.22% New 1,560 $473K
Edgestream Partners, L.P. 0.01% New 1,557 $472K
BIP Wealth, LLC 0.01% Reduce -12.1% 1,552 $470K
JSF Financial, LLC 0.08% New 1,545 $468K
Manning & Napier Advisors LLC 0.01% New 1,566 $467K
Smithfield Trust Co 0.02% New 1,521 $460K
Wilmington Savings Fund Society, FSB 0.01% Add +3.6% 1,512 $458K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.15% Add +62.2% 1,577 $458K
McAdam, LLC 0.02% Add +41.8% 1,504 $456K
Lanark Financial, Inc. 0.03% Add +64.0% 1,502 $455K
Joel Isaacson & Co., LLC 0.01% Add +0.4% 1,500 $454K
Sheets Smith Wealth Management 0.05% Add +20.6% 1,496 $453K
Vanguard Advisers Inc. 0.00% Add +11.9% 1,490 $452K
Fermata Advisors, LLC 0.09% New 1,477 $447K
LJI Wealth Management, LLC 0.06% Reduce -2.5% 1,472 $446K
Shelton Capital Management 0.01% No change 1,466 $444K
Matters Capital LLC 0.31% Add +15.8% 1,462 $443K
Tudor Financial Inc. 0.20% Add +71.2% 1,457 $442K
Mills Wealth Advisors LLC 0.14% Add +54.2% 1,456 $441K
NovaPoint Capital, LLC 0.09% New 1,452 $440K
NFSG Corp 0.05% Add +1193.8% 1,449 $439K
Wescott Financial Advisory Group, LLC 0.03% Add +41.4% 1,444 $437K
Unique Wealth Strategies, LLC 0.16% Add +3.5% 1,438 $436K
Ridgecrest Wealth Partners, LLC 0.21% No change 1,434 $434K
Tower Bridge Advisors 0.04% Reduce -4.2% 1,430 $433K
Guidance Capital, Inc. 0.09% Add +1.6% 1,486 $432K
Essential Partners LLC 0.20% No change 1,422 $431K
Blue Trust, Inc. 0.00% Add +108.4% 1,417 $429K
SouthState Bank Corp 0.02% No change 1,413 $428K
Schmidt P J Investment Management Inc. 0.07% New 1,404 $425K
Liberty Atlantic Advisors LLC 0.31% Reduce -37.1% 1,402 $425K
First National Trust Co 0.01% No change 1,400 $424K
Integrity Advisory Solutions, LLC 0.04% New 1,395 $423K
Southland Equity Partners LLC 0.07% Add +32.9% 1,386 $420K
Per Stirling Capital Management, LLC. 0.04% Add +13.6% 1,385 $420K
Medallion Wealth Advisors, LLC 0.13% Add +16.6% 1,381 $419K
BostonPremier Wealth LLC 0.18% Add +1.9% 1,380 $418K
Northstar Group, Inc. 0.06% Reduce -2.3% 1,374 $416K
First Wilshire Securities Management Inc. 0.09% Add +22.3% 1,370 $415K
VCI Wealth Management LLC 0.10% Reduce -4.5% 1,364 $413K
Affinity Wealth Management LLC 0.05% Add +0.1% 1,362 $413K
Dana Investment Advisors, Inc. 0.01% Add +5.2% 1,360 $412K
Old Port Advisors 0.08% New 1,356 $411K
Share Andrew L. 0.21% No change 1,350 $409K
Oder Investment Management, LLC 0.27% Add +2.7% 1,347 $408K
Flagstar Securities, Inc. 0.12% New 1,337 $405K
OceanIQ Capital, LLC 0.25% — 1,370 $405K
O'Connor Financial Group LLC 0.14% Reduce -2.5% 1,336 $405K
Oakworth Capital, Inc. 0.02% No change 1,336 $405K
Allspring Global Investments Holdings, LLC 0.00% New 1,372 $404K
Capital Square, LLC 0.18% Add +12.1% 1,345 $402K
N.E.W. Advisory Services LLC 0.03% Add +2.6% 1,323 $401K
Sand Hill Global Advisors, LLC 0.01% Add +0.3% 1,323 $401K
Alliancebernstein L.P. 0.00% Reduce -0.1% 1,683 $400K
Concord Wealth Partners 0.05% Reduce -7.0% 1,312 $397K
Clark Asset Management, LLC 0.03% No change 1,308 $396K
Mosaic Advisors LLC 0.53% No change 1,300 $394K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +2.7% 1,284 $389K
Slagle Financial, LLC 0.12% Add +6.1% 1,276 $386K
Millennium Management 0.00% New 1,268 $384K
Noesis Capital Mangement Corp. 0.05% Add +17.7% 1,262 $382K
Expressive Wealth LLC 0.36% Add +9.9% 1,260 $382K
Quadrature Capital Ltd 0.00% New 1,259 $381K
Dash Acquisitions Inc. 0.08% New 1,278 $381K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,256 $381K
Kropog Financial Group, LLC 0.27% Add +0.1% 1,251 $379K
Creative Financial Designs Inc. 0.02% Add +177.6% 1,249 $379K
Base Wealth Management LLC 0.18% Add +2.2% 1,246 $377K
Millstone Evans Group, LLC 0.20% Add +1.3% 1,242 $376K
DecisionPoint Financial, LLC 0.07% Add +1150.0% 1,250 $373K
Kintra Wealth, LLC 0.02% No change 1,238 $373K
Wealth Management Associates, Inc. 0.10% No change 1,227 $372K
Ledgewood Wealth Advisors, LLC 0.20% Add +0.3% 1,218 $369K
First Trust Advisors LP 0.00% Reduce -0.9% 1,217 $369K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +3.6% 1,213 $368K
Valmark Advisers, Inc. 0.00% New 1,203 $364K
Fayez Sarofim & Co 0.00% No change 1,200 $364K
Wealth Care LLC 0.29% Add +0.1% 1,197 $363K
Advisory Advocates, LLC 0.31% New 1,194 $362K
Oxler Private Wealth LLC 0.10% Add +1.4% 1,191 $361K
TCI Wealth Advisors, Inc. 0.02% No change 1,190 $361K
Signaturefd, LLC 0.00% Add +85.8% 1,189 $360K
Parsons Capital Management Inc. 0.02% New 1,171 $355K
Laraway Financial Advisors Inc 0.22% New 1,170 $355K
Register Financial Advisors LLC 0.11% New 1,165 $353K
Stonebridge Financial Group, LLC 0.03% No change 1,156 $350K
GAMMA Investing LLC 0.01% No change 1,150 $348K
MMBG Investment Advisors Co. 0.03% New 1,145 $347K
McGinn Penninger Investment Management, Inc. 0.21% Add +10.6% 468 $345K
Members Wealth LLC 0.19% New 1,138 $345K
Pallas Capital Advisors LLC 0.01% New 1,127 $341K
North Star Asset Management Inc. 0.01% No change 1,124 $341K
Octavia Wealth Advisors, LLC 0.03% Reduce -9.1% 1,124 $340K
MBE Wealth Management, LLC 0.12% Add +10.3% 1,122 $340K
Discipline Wealth Solutions, LLC 0.03% Add +7.1% 1,112 $337K
Rakuten Securities, Inc. 0.08% Add +122.4% 1,110 $336K
Drucker Wealth 3.0, LLC 0.05% New 1,102 $334K
Apella Capital, LLC 0.00% Add +40.4% 1,143 $334K
Boothbay Fund Management, LLC 0.01% Add +10.0% 1,100 $333K
Samalin Investment Counsel, LLC 0.11% Reduce -13.5% 1,099 $333K
Fortress Financial Group, LLC 0.17% Reduce -34.8% 1,099 $333K
Purewater Capital LLC 0.24% Reduce -0.2% 1,098 $333K
Empirical Asset Management, LLC 0.07% Reduce -0.6% 1,087 $329K
American Institute for Advanced Investment Management, LLP 0.19% Reduce -1.8% 1,086 $329K
LongView Wealth Management 0.08% Add +0.2% 1,083 $328K
Jump Financial, LLC 0.00% Add +0.5% 1,081 $328K
Nelson Capital Management, LLC 0.04% New 1,074 $325K
Watershed Private Wealth LLC 0.09% New 1,073 $325K
Fidelis Capital Partners, LLC 0.02% No change 1,071 $325K
Donaldson Capital Management, LLC 0.01% New 1,065 $323K
Choate Investment Advisors 0.01% New 1,064 $322K
Droms Strauss Advisors Inc. /Mo/ 0.07% Reduce -3.5% 1,062 $322K
Precedent Wealth Partners, LLC 0.05% New 1,056 $320K
Vines Capital Management, LLC 0.26% Add +5.6% 1,053 $319K
Wealth Dimensions Group, Ltd. 0.06% Add +19.1% 1,052 $319K
Transcendent Capital Group LLC 0.12% Add +2.0% 1,047 $317K
Jane Street Group, LLC 0.00% Reduce -15.5% 1,047 $317K
IRON Financial LLC 0.13% Add +1.6% 1,046 $317K
Zenith Solutions, Inc. 0.29% — 1,040 $315K
Choreo, LLC 0.00% New 1,035 $314K
Keebeck Wealth Management 0.03% Add +0.1% 1,033 $313K
Ameriflex Group, Inc. 0.13% No change 1,030 $312K
Advisor OS, LLC 0.02% New 1,027 $311K
Arista Wealth Management, LLC 0.03% New 1,026 $311K
Foresight Capital Management Advisors, Inc. 0.15% Reduce -0.9% 1,024 $310K
CWA Asset Management Group, LLC 0.01% Add +17.6% 1,024 $310K
Soundwatch Capital LLC 0.03% Reduce -10.3% 1,022 $310K
SteelPeak Wealth, LLC 0.01% New 1,019 $309K
Langley Wealth Management, LLC 0.30% — 1,012 $307K
Marex Group Ltd 0.00% New 1,011 $306K
Entelevest, LLC 0.27% Reduce -1.1% 1,005 $304K
Burns Matteson Capital Management, LLC 0.10% No change 994 $301K
Highland Investment Advisors LLC 0.13% — 992 $301K
Plante Moran Financial Advisors, LLC 0.01% Reduce -16.9% 987 $299K
Zacks Investment Management 0.00% New 983 $298K
NorthCoast Asset Management LLC 0.01% New 981 $297K
MidFirst Bank 0.02% No change 980 $297K
Prospect Financial Services LLC 0.15% Add +1.7% 971 $294K
Cedar Mountain Advisors, LLC 0.05% No change 969 $294K
Ironwood Financial, llc 0.05% Reduce -0.1% 998 $292K
Camelot Portfolios, LLC 0.21% Add +0.5% 963 $292K
Van Hulzen Asset Management, LLC 0.02% Add +2.2% 963 $292K
Index Fund Advisors, Inc. 0.01% New 962 $292K
Meeder Advisory Services, Inc. 0.01% New 962 $291K
RM Financial Services, LLC 0.22% No change 956 $290K
Ruggiero Investments, Inc. 0.24% New 951 $288K
ARK & TLK Investments, LLC 0.07% No change 950 $288K
Rock Point Advisors, LLC 0.07% No change 950 $288K
West Wealth Group, LLC 0.05% Add +0.1% 943 $286K
Longview Financial Advisors, Inc. 0.17% Add +1.0% 939 $284K
Bryant Woods Investment Advisors, LLC 0.08% New 939 $284K
WNY Asset Management, LLC 0.03% Reduce -2.8% 937 $284K
Peapack Gladstone Financial Corp. 0.00% New 932 $282K
Shepherd Financial Partners LLC 0.02% New 920 $279K
Collaborative Capital Advisors LLC 0.17% — 915 $277K
Clear Point Advisors Inc. 0.25% New 913 $277K
Lifeworks Advisors, LLC 0.03% New 903 $274K
Core Wealth Partners LLC 0.12% Reduce -18.6% 902 $273K
Baxter Bros Inc. 0.03% New 898 $272K
JT Stratford LLC 0.03% Reduce -12.8% 895 $271K
Pinnacle Associates Ltd. 0.00% Add +5.9% 894 $271K
Ridgeline Wealth Planning, LLC 0.17% Add +0.8% 893 $271K
Stanley-Laman Group, Ltd. 0.03% No change 891 $270K
Cascades Capital Asset Management, LLC 0.10% Add +2.3% 881 $267K
Floyd Financial Group LLC 0.17% Reduce -1.4% 900 $267K
Farringdon Capital, Ltd. 0.13% New 866 $262K
Avantax Planning Partners, Inc. 0.01% Reduce -2.3% 864 $262K
Financial Advisors Network, Inc. 0.03% New 860 $260K
Werba Rubin Papier Wealth Management 0.03% Reduce -78.1% 859 $260K
Goldenstone Wealth Management LLC 0.17% Reduce -40.2% 857 $260K
Symphony Financial, Ltd. Co. 0.03% New 851 $257K
Fort Sheridan Advisors LLC 0.03% No change 845 $256K
Cardiff Park Advisors, LLC 0.02% Reduce -6.7% 838 $254K
Global Assets Advisory, LLC 0.06% No change 848 $254K
Cypress Wealth Services, LLC 0.03% Reduce -21.8% 838 $254K
Fragasso Financial Advisors Inc 0.01% New 835 $253K
Waterfront Wealth Inc. 0.04% New 840 $251K
Napier Financial, LLC 0.05% Add +4.8% 827 $251K
Flputnam Investment Management Co. 0.00% New 824 $250K
Roberts Financial Services LLC 0.07% New 818 $248K
AMJ Financial Wealth Management 0.06% No change 1,040 $247K
Ark Wealth Advisors LLC 0.22% New 811 $246K
Capital CS Group, LLC 0.36% New 808 $245K
Perennial Advisors, LLC 0.04% New 805 $244K
Fairfield, Bush & Co. 0.12% New 800 $242K
Brown Miller Wealth Management, LLC 0.06% New 794 $241K
Curran Financial Partners, LLC 0.04% New 792 $240K
Balboa Wealth Partners 0.03% New 788 $239K
Long Island Wealth Management, Inc. 0.10% New 765 $232K
Matrix Asset Advisors Inc. 0.02% Reduce -27.6% 763 $231K
Fairway Wealth LLC 0.05% Add +33.2% 754 $229K
Artesa Financial Group, LLC 0.19% New 750 $227K
Wiser Wealth Management, Inc 0.04% New 750 $227K
Leavell Investment Management, Inc. 0.01% New 749 $227K
Synergy Asset Management, LLC 0.02% New 748 $227K
BankPlus Trust Department 0.05% Add +27.7% 737 $223K
Occidental Asset Management, LLC 0.02% New 736 $223K
Oasis Advisors, LLC 0.14% New 734 $222K
Baker Boyer National Bank 0.06% New 734 $222K
Tandem Financial, LLC 0.07% New 732 $222K
Red Crane Wealth Management, LLC 0.16% New 732 $222K
Tannin Capital LLC 0.15% New 729 $221K
WealthCare Investment Partners, LLC 0.05% New 722 $219K
MassMutual Private Wealth & Trust, FSB 0.01% No change 715 $217K
Pure Financial Advisors, LLC 0.00% New 708 $215K
Global Trust Wealth Management LLC 0.15% Reduce -16.5% 708 $215K
Integrity Wealth Solutions LLC 0.08% Reduce -98.2% 703 $213K
Teamwork Financial Advisors, LLC 0.02% New 700 $212K
Heritage Investors Management Corp. 0.01% New 700 $212K
OpenArc Corporate Advisory, LLC 0.00% New 690 $209K
Financial Management, Inc. 0.17% New 689 $209K
Federation des caisses Desjardins du Quebec 0.00% Add +1145.5% 685 $208K
OneAscent Financial Services LLC 0.01% New 678 $205K
Crux Wealth Advisors 0.07% New 677 $205K
Strategic Financial Concepts, LLC 0.06% Reduce -74.8% 675 $205K
Manhattan West Asset Management, LLC 0.03% New 672 $204K
Stratos Investment Management, LLC 0.01% New 667 $202K
Compass Ion Advisors, LLC 0.02% New 666 $202K
Trust Co. of Vermont 0.01% — 666 $202K
Armstrong Advisory Group, Inc. 0.01% Add +286.2% 645 $195K
Howe & Rusling Inc. 0.01% New 641 $194K
First PREMIER Bank 0.03% No change 611 $185K
American National Bank & Trust 0.02% No change 600 $182K
Smartleaf Asset Management LLC 0.01% No change 591 $176K
Qube Research & Technologies Ltd 0.00% Reduce -68.5% 575 $174K
Vermillion Wealth Management, Inc. 0.04% Add +3.1% 572 $173K
Bessemer Group Inc. 0.00% New 552 $167K
Whittier Trust Co. 0.00% Reduce -11.9% 556 $165K
Farmers & Merchants Investments Inc. 0.00% New 527 $160K
Swisher Financial Concepts, Inc. 0.10% Reduce -41.5% 523 $158K
West Paces Advisors Inc. 0.03% New 520 $158K
Chesapeake Asset Management LLC 0.12% No change 511 $155K
Signature Resources Capital Management, LLC 0.06% Add +336.0% 497 $151K
JPL Wealth Management, LLC 0.03% Reduce -3.2% 485 $147K
Salem Investment Counselors Inc. 0.00% No change 482 $146K
Institute for Wealth Management, LLC. 0.01% New 471 $143K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -3.3% 468 $142K
Key Financial Inc 0.02% No change 466 $141K
Parkside Financial Bank & Trust 0.01% Add +37.5% 458 $139K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 458 $139K
Truvestments Capital LLC 0.02% Reduce -0.2% 446 $135K
Pacific Center for Financial Services 0.03% No change 443 $134K
Richardson Capital Management LLC 0.06% Add +34.8% 442 $134K
Strategic Wealth Partners, Ltd. 0.01% Add +359.3% 418 $127K
St Germain D J Co. Inc. 0.00% Add +73.5% 413 $125K
Ni Acquisitions Company, LLC 0.05% — 2,256 $121K
Webster Bank, N. A. 0.01% Reduce -26.0% 396 $120K
Payden & Rygel 0.01% No change 390 $118K
Regatta Research & Money Management 0.11% — 389 $118K
Crewe Advisors LLC 0.01% Add +1235.7% 374 $113K
RHL Group, LLC 0.09% New 364 $110K
Franklin Resources Inc. 0.00% Add +233.3% 350 $106K
Gould Capital, LLC 0.06% Add +12.1% 343 $104K
LGT Financial Advisors LLC 0.55% No change 341 $103K
TIAA Wealth Investment Management LLC 0.00% Add +1935.3% 346 $103K
Avion Wealth 0.02% No change 331 $100K
Mark Sheptoff Financial Planning, LLC 0.05% No change 324 $98K
Financial Management Professionals, Inc. 0.01% No change 319 $97K
Global Trust Asset Management, LLC 0.03% Reduce -26.3% 306 $93K
Toronto Dominion Bank 0.00% Reduce -80.8% 301 $91K
Financial Gravity Companies, Inc. 0.01% — 300 $91K
Activest Wealth Management 0.02% Add +0.0% 294 $89K
Robbins Farley 0.03% Add +27.3% 280 $85K
Valued Wealth Advisors LLC 0.03% New 277 $84K
Signature Equity Partners, LLC 0.04% Add +32.5% 261 $79K
Tsfg, LLC 0.01% Reduce -39.2% 259 $78K
CVA Family Office, LLC 0.01% Reduce -29.8% 250 $76K
UMB Bank, n.a. 0.00% No change 250 $76K
Monetary Solutions, Ltd 0.06% Add +19.7% 237 $72K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 237 $72K
Hantz Financial Services, Inc. 0.00% Add +83.3% 231 $70K
Hurley Capital, LLC 0.04% Add +1.3% 229 $69K
ROSS\JOHNSON & Associates LLC 1.02% No change 216 $65K
Wealth Enhancement Trust Services, Inc. 0.01% No change 216 $65K
Trust Co 0.01% Add +826.1% 213 $65K
Align Financial, LLC 0.03% No change 212 $64K
BOK Financial Private Wealth, Inc. 0.00% No change 212 $64K
DiNuzzo Private Wealth, Inc. 0.01% Add +180.0% 210 $64K
Glen Eagle Advisors, LLC 0.01% No change 201 $61K
Synergy Investment Management, LLC 0.01% No change 189 $57K
Clearstead Advisors, LLC 0.00% Add +4575.0% 187 $57K
Bank & Trust Co 0.03% No change 180 $55K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 177 $54K
Hughes Financial Services, LLC 0.01% No change 176 $53K
SJS Investment Consulting Inc. 0.01% No change 167 $51K
HHM Wealth Advisors, LLC 0.01% Add +1.8% 167 $51K
Osbon Capital Management LLC 0.04% No change 164 $50K
Whittier Trust Co. of Nevada Inc. 0.00% Add +68.0% 168 $49K
McGuire Capital Advisors Inc. 0.03% Reduce -42.2% 160 $48K
Country Trust Bank 0.00% Reduce -38.4% 159 $48K
Founders Capital Management 0.02% No change 150 $45K
Crews Bank & Trust 0.01% No change 150 $45K
JFS Wealth Advisors, LLC 0.00% Add +289.5% 148 $45K
Owl Creek Wealth Partners LLC 0.01% Add +545.5% 142 $43K
Pflug Koory, LLC 0.02% No change 140 $43K
Quest 10 Wealth Builders, Inc. 0.03% No change 139 $42K
Front Row Advisors LLC 0.01% Add +1871.4% 138 $41K
Versant Capital Management, Inc 0.00% New 135 $41K
First Pacific Financial 0.00% Add +983.3% 130 $39K
Investors Research Corp 0.01% New 127 $38K
Cranbrook Wealth Management, LLC 0.01% New 125 $38K
Anchor Bay Capital, Inc. 0.02% — 125 $37K
Coston, McIsaac & Partners 0.01% Add +155.3% 120 $36K
CKW Financial Group 0.00% Add +1.7% 118 $35K
New England Capital Financial Advisors LLC 0.01% Add +211.1% 112 $34K
CNB Bank 0.01% No change 111 $34K
SWAN Capital LLC 0.01% No change 111 $34K
IMA Advisory Services, Inc. 0.00% No change 109 $33K
Nova Wealth Management, Inc. 0.02% Reduce -49.8% 106 $32K
NorthAvenue LLC 0.02% New 102 $31K
HM Payson & Co. 0.00% New 102 $31K
Silicon Valley Capital Partners 0.00% No change 101 $31K
Delta Asset Management LLC 0.00% Reduce -92.2% 101 $31K
Rossby Financial, LCC 0.01% Add +206.1% 101 $31K
Murphy & Mullick Capital Management Corp 0.02% No change 100 $30K
Indiana Trust & Investment Management Co 0.01% No change 100 $30K
Pinnacle Bancorp, Inc. 0.01% No change 100 $30K
LRI Investments, LLC 0.00% No change 100 $30K
Financial Perspectives, Inc 0.01% Add +809.1% 100 $30K
Capital Advisors, Ltd. LLC 0.00% No change 98 $30K
Salomon & Ludwin, LLC 0.00% New 100 $30K
Main Street Group, LTD 0.01% Add +113.0% 98 $30K
Wolff Wiese Magana LLC 0.01% No change 82 $25K
CBIZ Investment Advisory Services, LLC 0.00% No change 99 $23K
Evermay Wealth Management LLC 0.00% New 72 $22K
Oakmont Advisory Group, LLC 0.02% New 66 $20K
Simplex Trading, LLC 0.00% New 65 $20K
CENTRAL TRUST Co 0.00% No change 63 $19K
Beacon Investment Advisory Services, Inc. 0.00% No change 60 $18K
Dunhill Financial, LLC 0.00% No change 60 $18K
Proathlete Wealth Management LLC 0.00% Add +1.7% 59 $18K
Kingdom Financial Group LLC. 0.00% Reduce -51.7% 57 $17K
Caitlin John, LLC 0.01% Add +71.9% 55 $17K
First Community Trust NA 0.01% No change 53 $16K
Bear Mountain Capital, Inc. 0.00% No change 52 $15K
Gilpin Wealth Management, LLC 0.01% No change 50 $15K
WPG Advisers, LLC 0.01% New 50 $15K
American Capital Advisory, LLC 0.01% New 50 $15K
Quent Capital, LLC 0.00% New 50 $15K
Guardian Partners Inc. 0.00% New 50 $15K
Wilkerson Advisory Group LLC 0.00% Add +17.5% 47 $14K
Go Invest LLC 0.00% Add +9.8% 45 $14K
Elevation Wealth Partners, LLC 0.00% Add +9.8% 45 $13K
West Financial Advisors, LLC 0.00% No change 41 $12K
Tradewinds Capital Management, LLC 0.00% Add +8.1% 40 $12K
Compass Financial Management LLC 0.00% — 37 $11K
Pacifica Partners Inc. 0.00% No change 38 $11K
Bellevue Asset Management, LLC 0.00% No change 34 $10K
Albion Financial Group 0.00% No change 33 $10K
GHP Investment Advisors, Inc. 0.00% New 33 $10K
Imprint Wealth LLC 0.04% No change 32 $10K
Strive Financial Group ,LLC 0.00% Reduce -22.5% 31 $9K
Basepoint Wealth LLC 0.01% New 31 $9K
Valley National Advisers Inc. 0.00% No change 30 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $9K
Midway Capital Research & Management 0.01% No change 30 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 28 $8K
Beaird Harris Wealth Management, LLC 0.00% Reduce -56.5% 27 $8K
MTM Investment Management, LLC 0.00% No change 27 $8K
Private Wealth Management Group, LLC 0.00% Reduce -75.0% 25 $8K
Commonwealth Retirement Investments LLC 0.00% New 25 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 25 $7K
Fortitude Family Office, LLC 0.00% New 23 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 21 $6K
Rialto Wealth Management, LLC 0.00% New 20 $6K
Planning Strategies Inc. 0.00% — 20 $6K
General Partner, Inc. 0.00% No change 20 $6K
Aspect Partners, LLC 0.00% New 20 $6K
Colonial Trust Co / SC 0.00% Reduce -97.3% 20 $6K
CX Institutional 0.00% New 20 $6K
Harbor Investment Advisory, LLC 0.00% Add +35.7% 19 $6K
Davis Capital Management 0.00% No change 18 $5K
Halbert Hargrove Global Advisors, LLC 0.00% No change 18 $5K
Milestone Investment Advisors LLC 0.00% New 14 $4K
Silver Grove Financial Group, Inc. 0.00% New 13 $4K
Downshift Financial, LLC 0.00% New 13 $4K
TFC Financial Management, Inc. 0.00% New 11 $3K
Benson Wealth Management INC 0.00% New 10 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 9 $3K
Tounjian Advisory Partners, LLC 0.00% New 9 $3K
Glassman Wealth Services 0.00% New 9 $3K
Wagner Wealth Management, LLC 0.00% No change 8 $2K
Johnson Financial Group, Inc. 0.00% No change 8 $2K
Community Financial Services Group, LLC 0.00% New 8 $2K
Delos Wealth Advisors, LLC 0.00% No change 7 $2K
Brooklyn FI, LLC 0.00% New 7 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 6 $2K
SOA Wealth Advisors, LLC. 0.00% No change 6 $2K
Rosenberg Matthew Hamilton 0.00% Reduce -96.8% 6 $2K
Markowski Investments 0.00% — 5 $2K
Angeles Wealth Management, LLC 0.00% New 5 $2K
Piscataqua Savings Bank 0.00% No change 5 $2K
Financial Life Planners 0.00% Add +100.0% 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Affinity Wealth LLC 0.00% No change 3 $909
Eukles Asset Management 0.00% No change 3 $909
WealthShield Partners, LLC 0.00% No change 3 $909
DB Fitzpatrick & Co, Inc 0.00% Reduce -33.3% 2 $606
Pinney & Scofield, Inc. 0.00% No change 2 $606
Barnes Dennig Private Wealth Management LLC 0.00% New 2 $590
Darwin Wealth Management, LLC 0.00% No change 1 $306
Strategic Advocates LLC 0.00% No change 1 $303
Miller Wealth Advisors, LLC 0.00% No change 1 $303

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