Avantis International EquityAVDEETF
13F holders, Q4 2025 (December 31)615holders +101
77new positions
16sold out
3famous investors
$74.38avg. 13F price*
At the end of Q4 2025, 615 institutions reported holding Avantis International Equity (AVDE) in their 13F filings, up 101 from Q3 2025. 77 opened new positions and 16 sold out. The largest holders were Ameriprise Financial Inc. ($506.7M), Wealth Enhancement Advisory Services, LLC ($429.5M) and Envestnet Asset Management Inc. ($361.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Avantis International Equity
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $377.1M |
| Exits | 16 | $67.1M |
All 13F filers, Q3 2025 → Q4 2025: 19,029,613 shares bought and 2,119,653 shares sold, net +16,909,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 615 holders
| Ameriprise Financial Inc. | 0.11% | Add +24.8% | 6,155,292 | $506.7M |
| Wealth Enhancement Advisory Services, LLC | 0.58% | Add +4.2% | 5,102,049 | $429.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +8.0% | 4,392,964 | $361.6M |
| Corient Private Wealth LP | 0.49% | Add +21.6% | 4,384,698 | $360.9M |
| American Century Companies Inc. | 0.17% | Add +13.2% | 4,156,983 | $342.2M |
| LPL Financial LLC | 0.07% | Add +41.7% | 3,266,571 | $268.9M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +17.0% | 3,162,431 | $260.3M |
| Bank of America Corp. | 0.02% | Add +13.0% | 3,023,463 | $248.9M |
| Rockwood Wealth Management, LLC | 18.02% | Add +4.5% | 2,935,460 | $241.6M |
| PNC Financial Services Group, Inc. | 0.13% | Add +10.9% | 2,926,406 | $240.9M |
| Vantagepoint Investment Advisers LLC | 1.93% | Reduce -1.3% | 2,909,857 | $239.5M |
| Morgan Stanley | 0.01% | Add +36.3% | 2,792,330 | $229.9M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.9% | 2,333,736 | $192.1M |
| Annex Advisory Services, LLC | 2.97% | Reduce -11.4% | 1,887,261 | $155.4M |
| Jane Street Group, LLC | 0.17% | Add +952.3% | 1,700,000 | $139.9M |
| HB Wealth Management, LLC | 0.90% | Reduce -0.5% | 1,675,774 | $137.9M |
| Mission Wealth Management, LP | 2.44% | New | 1,455,229 | $119.8M |
| Oak Root LLC | 14.20% | Reduce -5.8% | 1,427,068 | $117.5M |
| Focus Partners Wealth | 0.13% | Add +1.8% | 1,383,904 | $113.9M |
| Gradient Investments LLC | 1.78% | Add +3.6% | 1,362,051 | $112.1M |
| Greenup Street Wealth Management LLC | 13.78% | Add +35.9% | 1,159,030 | $95.4M |
| Cwm, LLC | 0.26% | Add +15.9% | 1,150,755 | $94.7M |
| Financial Plan, Inc. | 10.73% | — | 1,135,214 | $93.5M |
| UBS Group AG | 0.02% | Add +8.6% | 1,061,289 | $87.4M |
| Raymond James Financial Inc. | 0.03% | Add +26.9% | 998,842 | $82.2M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +7.3% | 993,500 | $81.8M |
| Diversified Portfolios, Inc. | 6.47% | Add +9.6% | 943,601 | $77.7M |
| Wells Fargo & Company | 0.02% | Add +9.8% | 934,180 | $76.9M |
| First National Trust Co | 2.47% | Add +25.6% | 899,049 | $74.0M |
| Plancorp, LLC | 2.16% | Reduce -0.8% | 866,461 | $71.3M |
| Cerity Partners LLC | 0.10% | Add +0.7% | 829,051 | $68.2M |
| Fifth Third Bancorp | 0.21% | Add +21.4% | 787,033 | $64.8M |
| Correct Capital Wealth Management | 11.85% | Add +23.6% | 764,810 | $63.0M |
| Parallel Advisors, LLC | 1.14% | Add +7.5% | 757,051 | $62.3M |
| Atwood & Palmer Inc. | 3.54% | Add +2.8% | 757,012 | $62.3M |
| ESL Trust Services, LLC | 11.77% | Add +2.9% | 744,966 | $61.3M |
| Apella Capital, LLC | 1.11% | Add +7.9% | 682,150 | $56.2M |
| Savant Capital, LLC | 0.31% | Add +7.8% | 661,446 | $54.5M |
| Cresset Asset Management, LLC | 0.23% | Add +7.0% | 655,629 | $54.0M |
| Creative Planning | 0.04% | Reduce -3.0% | 647,787 | $53.3M |
| Waverly Advisors, LLC | 0.43% | Add +73.3% | 645,440 | $53.1M |
| HUB Investment Partners, LLC | 1.44% | New | 641,708 | $52.8M |
| CGN Advisors LLC | 4.13% | Add +2.7% | 632,792 | $52.1M |
| GW Henssler & Associates Ltd. | 2.49% | New | 629,162 | $51.8M |
| Modern Wealth Management, LLC | 0.94% | Add +46.0% | 627,461 | $51.7M |
| BSW Wealth Partners | 6.16% | Reduce -3.7% | 623,903 | $51.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.4% | 619,237 | $51.0M |
| Simplicity Wealth,LLC | 3.02% | Add +27.1% | 616,085 | $50.7M |
| Versant Capital Management, Inc | 6.19% | Reduce -1.1% | 599,355 | $49.3M |
| &partners | 0.24% | Add +27.3% | 558,992 | $46.0M |
| Bank of New York Mellon Corp | 0.01% | Add +10.4% | 534,570 | $44.0M |
| Bridgewater Advisors Inc. | 2.84% | Add +6.5% | 511,740 | $43.8M |
| McLean Asset Management Corp | 7.60% | Add +31.3% | 497,232 | $42.4M |
| Kestra Advisory Services, LLC | 0.17% | Add +124.8% | 503,214 | $41.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.80% | Add +100.1% | 466,866 | $39.3M |
| Foundations Investment Advisors, LLC | 0.51% | Add +4.2% | 471,974 | $38.9M |
| Quantum Financial Advisors, LLC | 4.32% | Add +5.2% | 467,157 | $38.5M |
| Pacific Life Fund Advisors LLC | 3.88% | Reduce -12.2% | 457,028 | $37.6M |
| OneDigital Investment Advisors LLC | 0.37% | Reduce -4.5% | 455,341 | $37.5M |
| Harbour Investments, Inc. | 0.72% | Add +330150.4% | 432,628 | $35.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +37.2% | 424,763 | $35.0M |
| IAM Advisory, LLC | 7.50% | Add +0.6% | 409,906 | $33.7M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -2.3% | 408,468 | $33.6M |
| Legacy Financial Strategies, LLC | 5.90% | New | 405,115 | $33.3M |
| Zhang Financial LLC | 1.23% | Add +18.2% | 402,208 | $33.1M |
| Modera Wealth Management, LLC | 0.37% | Reduce -1.7% | 385,965 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +81.1% | 374,424 | $30.8M |
| JSF Financial, LLC | 6.34% | Reduce -1.1% | 371,550 | $30.6M |
| Strategic Blueprint, LLC | 1.75% | Add +24.8% | 359,717 | $29.6M |
| Compass Ion Advisors, LLC | 2.82% | Add +5.7% | 359,145 | $29.6M |
| CVA Family Office, LLC | 3.38% | Add +29.0% | 357,058 | $29.4M |
| Torren Management, LLC | 14.79% | — | 351,842 | $29.0M |
| BCR Wealth Strategies, LLC | 9.32% | Add +0.2% | 341,526 | $28.1M |
| Krilogy Financial LLC | 0.95% | Reduce -11.1% | 321,391 | $28.0M |
| Park Avenue Securities LLC | 0.24% | Add +9.8% | 339,802 | $28.0M |
| WCG Wealth Advisors LLC | 0.78% | Add +4.5% | 338,979 | $27.9M |
| SC&H Financial Advisors, Inc. | 4.23% | Reduce -3.0% | 331,828 | $27.3M |
| Kelman-Lazarov, Inc. | 3.84% | Add +300.3% | 326,357 | $26.9M |
| Jones Financial Companies LLLP | 0.02% | Add +33.3% | 326,232 | $26.9M |
| Cardiff Park Advisors, LLC | 2.20% | Reduce -0.7% | 324,313 | $26.7M |
| Financial Enhancement Group LLC | 3.45% | Reduce -0.2% | 309,823 | $26.5M |
| ACT Advisors, LLC. | 10.10% | Add +0.9% | 311,150 | $25.6M |
| Capital Planning Advisors, LLC | 3.41% | Add +2.1% | 309,452 | $25.5M |
| 55 North Private Wealth, LLC | 6.63% | — | 305,441 | $25.1M |
| RVW Wealth, LLC | 1.90% | Reduce -2.6% | 302,191 | $24.9M |
| BWM Planning, LLC | 6.63% | Add +4.3% | 301,349 | $24.8M |
| Yardley Wealth Management LLC | 13.14% | Reduce -1.3% | 300,250 | $24.7M |
| Oak Wealth Advisors LLC | 14.19% | Reduce -2.8% | 300,172 | $24.7M |
| Tarbox Family Office, Inc. | 3.97% | Add +0.6% | 299,518 | $24.7M |
| Red Lighthouse Investment Management, LLC | 8.80% | Reduce -0.2% | 298,666 | $24.6M |
| Foster & Motley Inc. | 1.26% | New | 288,093 | $23.7M |
| HTG Investment Advisors, Inc. | 7.14% | Add +2.1% | 282,417 | $23.2M |
| HORAN Wealth, LLC | 3.56% | Add +68.7% | 281,879 | $23.2M |
| B&D White Capital Company, LLC | 2.66% | Add +18.5% | 278,756 | $22.9M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +112.3% | 277,783 | $22.9M |
| Visionary Wealth Advisors | 1.03% | Add +6.4% | 275,961 | $22.7M |
| First National Bank Sioux Falls | 6.73% | Add +1.5% | 273,006 | $22.5M |
| Grand Wealth Management, LLC | 10.16% | Add +4.5% | 272,208 | $22.4M |
| Caliber Wealth Management, LLC / KS | 2.40% | Add +0.1% | 270,952 | $22.3M |
| Bcwm, LLC | 6.65% | Add +1.4% | 269,673 | $22.2M |
| Wilkerson Advisory Group LLC | 7.69% | — | 265,284 | $21.8M |
| Private Advisor Group, LLC | 0.10% | Add +39.0% | 265,213 | $21.8M |
| Mason & Associates Inc | 4.07% | Reduce -1.3% | 262,715 | $21.6M |
| Echo Wealth Management, LLC | 12.62% | Add +13.4% | 262,526 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 259,266 | $21.3M |
| Cannon Financial Strategists, Inc. | 2.94% | Reduce -3.0% | 257,333 | $21.2M |
| Journey Strategic Wealth LLC | 0.55% | Reduce -56.0% | 253,645 | $20.9M |
| Freedom Financial Partners LLC | 7.58% | Add +2.6% | 253,232 | $20.8M |
| Trellis Wealth Advisors LLC | 8.10% | Reduce -2.1% | 251,711 | $20.7M |
| Family Investment Center, Inc. | 4.06% | Add +3.6% | 244,033 | $20.1M |
| Disciplina Capital Management LLC | 2.25% | Add +0.3% | 238,761 | $19.7M |
| JRM Investment Counsel, LLC | 5.71% | Add +2.1% | 237,767 | $19.6M |
| Highland Financial Advisors, LLC | 5.30% | Reduce -0.1% | 232,297 | $19.1M |
| Symphony Financial, Ltd. Co. | 2.53% | Add +2.6% | 227,230 | $18.8M |
| Burton Enright Welch | 2.62% | Reduce -0.3% | 226,482 | $18.6M |
| Liberty Square Wealth Partners LLC | 5.12% | Add +644.5% | 218,063 | $18.0M |
| WMG Financial Advisors, LLC | 7.30% | Reduce -0.6% | 215,237 | $17.7M |
| IAG Wealth Partners, LLC | 2.01% | Add +4.3% | 211,150 | $17.4M |
| Pearl Planning LLC | 10.45% | — | 207,659 | $17.1M |
| D L Carlson Investment Group Inc. | 2.88% | Add +5.2% | 207,369 | $17.1M |
| Summit Financial, LLC | 0.25% | Add +5.5% | 204,706 | $16.9M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -3.0% | 201,501 | $16.6M |
| Websterrogers Financial Advisors, LLC | 4.78% | Reduce -1.4% | 200,137 | $16.5M |
| Chilton Capital Management LLC | 0.56% | Reduce -0.3% | 198,342 | $16.3M |
| World Investment Advisors | 0.27% | Add +4.8% | 196,609 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +56.9% | 193,784 | $16.0M |
| MML Investors Services, LLC | 0.04% | Add +13.9% | 192,723 | $15.9M |
| Broadway Wealth Solutions, Inc. | 8.41% | Add +1.7% | 191,301 | $15.7M |
| Passive Capital Management, LLC. | 4.80% | Add +1.0% | 186,437 | $15.3M |
| EverSource Wealth Advisors, LLC | 0.56% | Add +19.6% | 186,126 | $15.3M |
| Awm Capital, LLC | 1.38% | Add +0.6% | 184,270 | $15.2M |
| Osaic Holdings, Inc. | 0.02% | Add +62.0% | 176,838 | $14.6M |
| FAS Wealth Partners, Inc. | 0.93% | Reduce -2.3% | 174,999 | $14.4M |
| Elevation Wealth Partners, LLC | 5.07% | Add +5.3% | 173,772 | $14.3M |
| NewEdge Advisors, LLC | 0.05% | Add +5.2% | 172,374 | $14.2M |
| Indivisible Partners | 1.53% | — | 171,356 | $14.1M |
| Curio Wealth, LLC | 4.98% | Reduce -0.6% | 169,992 | $14.1M |
| Raffa Wealth Management, LLC | 2.13% | Add +3.5% | 168,533 | $13.9M |
| TCI Wealth Advisors, Inc. | 0.76% | Add +2.5% | 166,767 | $13.7M |
| Marietta Wealth Management, LLC | 1.57% | Add +1.5% | 165,262 | $13.6M |
| Align Financial, LLC | 7.87% | — | 13,575,371 | $13.6M |
| Lutz Financial Services LLC | 0.86% | Reduce -1.0% | 154,322 | $12.7M |
| Canvas Wealth Advisors, LLC | 2.16% | Add +6.1% | 154,314 | $12.7M |
| Signature Resources Capital Management, LLC | 6.42% | Add +8.2% | 154,258 | $12.7M |
| Goldstein Advisors, LLC | 1.44% | Reduce -27.5% | 153,326 | $12.6M |
| Advisory Resource Group | 2.15% | Add +0.3% | 148,211 | $12.2M |
| Boyum Wealth Architects LLC | 5.65% | Add +27.1% | 139,543 | $12.1M |
| Allworth Financial LP | 0.05% | Add +267.1% | 144,708 | $11.9M |
| Axiom Financial Strategies, LLC | 4.91% | Add +0.3% | 141,759 | $11.7M |
| WorthPointe, LLC | 3.06% | Reduce -6.6% | 141,554 | $11.7M |
| Mason & Associates, LLC | 2.60% | New | 139,013 | $11.4M |
| GeoWealth Management, LLC | 0.42% | New | 139,006 | $11.4M |
| Hill Investment Group Partners, LLC | 1.35% | Reduce -0.7% | 137,727 | $11.3M |
| Financial Symmetry Inc | 4.62% | Add +0.6% | 137,682 | $11.3M |
| CENTRAL TRUST Co | 0.22% | Add +56.0% | 133,990 | $11.0M |
| Meridian Wealth Advisors, LLC | 1.49% | New | 130,534 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +17.6% | 127,900 | $10.5M |
| Milestone Investment Advisors LLC | 2.48% | Add +7.3% | 124,568 | $10.3M |
| Northwest Wealth Management, LLC | 1.60% | Reduce -3.2% | 123,442 | $10.2M |
| Bank of Montreal | 0.00% | Add +22.4% | 122,263 | $10.1M |
| Magnolia Private Wealth, LLC | 7.01% | Reduce -30.5% | 121,875 | $10.0M |
| Independence Bank of Kentucky | 1.23% | Add +54.9% | 120,597 | $9.9M |
| Trace Wealth Advisors, LLC | 7.12% | Add +0.0% | 119,651 | $9.8M |
| AGH Wealth Advisors, LLC | 7.35% | Add +1.6% | 118,879 | $9.8M |
| Arq Wealth Advisors, LLC | 2.58% | Add +18.2% | 116,132 | $9.6M |
| Perigon Wealth Management, LLC | 0.17% | Add +0.2% | 114,353 | $9.4M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 113,910 | $9.4M |
| Divergent Planning, LLC | 2.33% | Add +2.0% | 109,710 | $9.1M |
| Sage Rhino Capital LLC | 1.71% | Reduce -2.3% | 109,906 | $9.0M |
| Vista Investment Partners LLC | 2.36% | Add +5.2% | 109,162 | $9.0M |
| Equity Wealth Partners, LLC | 5.80% | Add +66.1% | 108,729 | $9.0M |
| Clarity Capital Advisors, LLC | 4.45% | Add +8.9% | 108,044 | $8.9M |
| Quantinno Capital Management LP | 0.02% | Add +631.3% | 107,381 | $8.8M |
| Castle Wealth Management LLC | 2.87% | Reduce -3.0% | 105,206 | $8.7M |
| ABLE Financial Group, LLC | 1.74% | Add +7.9% | 104,255 | $8.6M |
| Annandale Capital, LLC | 1.39% | Reduce -1.5% | 103,717 | $8.5M |
| Hutchens & Kramer Investment Management Group, LLC | 2.93% | Add +23.9% | 103,004 | $8.5M |
| Physician Wealth Solutions Inc. | 3.47% | Add +0.6% | 99,306 | $8.2M |
| Gateway Wealth Partners, LLC | 0.88% | Add +1.2% | 96,391 | $7.9M |
| Advance Capital Management, Inc. | 0.33% | Reduce -3.4% | 95,743 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -2.1% | 94,230 | $7.8M |
| Lane Brothers & Co. Inc. | 5.54% | — | 92,918 | $7.6M |
| Larson Financial Group LLC | 0.25% | Reduce -1.4% | 92,181 | $7.6M |
| Elyxium Wealth, LLC | 2.10% | New | 92,162 | $7.6M |
| ShankerValleau Wealth Advisors, Inc. | 2.05% | Reduce -0.2% | 92,085 | $7.6M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -0.6% | 87,197 | $7.6M |
| Activest Wealth Management | 1.41% | Add +13.8% | 91,531 | $7.5M |
| Cerro Pacific Wealth Advisors LLC | 2.03% | New | 91,320 | $7.5M |
| Sequoia Financial Advisors, LLC | 0.04% | No change | 91,265 | $7.5M |
| MAI Capital Management | 0.04% | Add +115.7% | 86,176 | $7.1M |
| Burk Holdings LLC | 3.37% | Reduce -2.9% | 85,882 | $7.1M |
| Clarion Wealth Managment Partners, LLC | 6.42% | Add +89.4% | 84,220 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.36% | Reduce -1.6% | 83,396 | $6.9M |
| Great Point Wealth Advisors, LLC | 1.24% | Add +0.0% | 82,413 | $6.8M |
| Western Reserve Capital Management, LLC | 6.18% | — | 80,557 | $6.6M |
| Ariadne Wealth Management, LP | 2.72% | Reduce -3.3% | 72,830 | $6.6M |
| Clark Wealth Partners | 4.00% | No change | 79,860 | $6.6M |
| Proathlete Wealth Management LLC | 1.79% | Add +6.4% | 79,624 | $6.6M |
| Greenspring Advisors, LLC | 0.40% | Add +595.6% | 78,353 | $6.5M |
| Sax Wealth Advisors, LLC | 0.30% | Reduce -1.6% | 77,627 | $6.4M |
| Holcombe Financial, Inc. | 3.96% | Reduce -8.9% | 76,643 | $6.3M |
| marrick wealth, LLC | 5.16% | — | 76,620 | $6.3M |
| Pathstone Holdings, LLC | 0.02% | Add +1.0% | 76,568 | $6.3M |
| Farther Finance Advisors, LLC | 0.07% | Add +49.1% | 76,278 | $6.3M |
| Lifestyle Asset Management, Inc. | 2.04% | Reduce -3.5% | 76,208 | $6.3M |
| AQR Capital Management | 0.00% | Add +29.8% | 75,515 | $6.2M |
| CoreCap Advisors, LLC | 0.22% | Add +24.9% | 75,176 | $6.2M |
| Lakeridge Wealth Management LLC | 2.81% | Reduce -1.3% | 75,124 | $6.2M |
| Magnolia Capital Advisors LLC | 1.30% | Add +53.6% | 74,847 | $6.2M |
| Brown Financial Advisors | 2.25% | Reduce -0.1% | 74,636 | $6.1M |
| Midwestern Financial, LLC | 5.02% | Add +1.8% | 73,654 | $6.1M |
| E-Wealth Partners, LLC | 5.07% | — | 73,288 | $6.0M |
| Ferguson Johnson Wealth Management Inc | 4.97% | — | 72,584 | $6.0M |
| Wedmont Private Capital | 0.21% | Add +1.5% | 70,734 | $5.9M |
| FMB Wealth Management | 2.33% | Add +7.5% | 71,608 | $5.9M |
| Petros Family Wealth, LLC | 3.89% | Add +39.5% | 70,910 | $5.8M |
| Certified Advisory Corp | 0.53% | Add +99.7% | 69,998 | $5.8M |
| REDW Wealth LLC | 2.16% | Add +6.2% | 68,895 | $5.7M |
| Global Strategic Investment Solutions, LLC | 0.52% | Reduce -0.3% | 65,084 | $5.4M |
| Waterfront Wealth Inc. | 1.01% | Add +5.8% | 60,772 | $5.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +94.2% | 64,121 | $5.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Add +1.8% | 62,820 | $5.2M |
| Altar Rock LLC | 6.16% | — | 62,480 | $5.1M |
| Madrid Wealth Management, LLC | 4.16% | — | 62,313 | $5.1M |
| BLVD Private Wealth, LLC | 4.45% | Add +0.7% | 62,046 | $5.1M |
| Integrity Investment Advisors, LLC | 2.76% | Add +231.3% | 60,852 | $5.0M |
| True Wealth Design, LLC | 1.46% | Reduce -6.1% | 60,369 | $5.0M |
| PCG Wealth Advisors, LLC | 1.40% | Add +1.9% | 60,087 | $4.9M |
| Greenwich Wealth Management LLC | 0.22% | Add +25.9% | 59,999 | $4.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.88% | New | 59,829 | $4.9M |
| Bayshore Asset Management, LLC | 2.00% | Reduce -1.2% | 59,414 | $4.9M |
| Anderson Hoagland & Co. | 0.42% | Reduce -0.5% | 59,339 | $4.9M |
| Novem Group | 0.56% | New | 59,161 | $4.9M |
| Mariner, LLC | 0.01% | Add +1.8% | 58,628 | $4.8M |
| Valued Wealth Advisors LLC | 2.10% | Reduce -2.0% | 57,900 | $4.8M |
| McCartney Wealth Management LLC | 4.11% | — | 57,890 | $4.8M |
| Advisory Services Network, LLC | 0.07% | Add +5.4% | 57,817 | $4.8M |
| CreativeOne Wealth, LLC | 0.11% | Add +0.7% | 57,207 | $4.7M |
| Wheels Up Wealth, Inc. | 4.33% | — | 56,509 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.52% | Add +0.6% | 55,452 | $4.6M |
| Citizens & Northern Corp. | 1.12% | Add +7.3% | 54,809 | $4.5M |
| Evensky & Katz LLC | 0.25% | Reduce -1.0% | 54,556 | $4.5M |
| Orion Capital Management LLC | 1.51% | Add +6.7% | 54,368 | $4.5M |
| Flagstone Financial Management | 1.12% | Reduce -0.8% | 52,904 | $4.4M |
| Symmetry Partners, LLC | 0.26% | Reduce -4.3% | 52,873 | $4.4M |
| Grove Bank & Trust | 0.48% | Add +11.0% | 52,057 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Add +15.7% | 50,959 | $4.2M |
| ARK & TLK Investments, LLC | 1.15% | Add +41.0% | 50,954 | $4.2M |
| Armbruster Capital Management, Inc. | 0.70% | Add +1.9% | 50,361 | $4.1M |
| Family Office Research LLC | 1.69% | Add +2.9% | 49,995 | $4.1M |
| Advyzon Investment Management, LLC | 0.48% | Add +4.5% | 49,851 | $4.1M |
| Cypress Point Wealth Management, LLC | 0.89% | Add +1.2% | 49,469 | $4.1M |
| Arcadia Wealth Management, Inc. | 2.32% | Add +7.9% | 49,129 | $4.0M |
| Retirement Income Solutions, Inc. | 0.66% | Add +88.5% | 47,330 | $3.9M |
| Comerica Bank | 0.02% | Add +3.6% | 47,173 | $3.9M |
| Verus Wealth Management, LLC | 3.60% | New | 46,921 | $3.9M |
| ORBA Wealth Advisors, L.L.C. | 3.34% | Add +18.3% | 46,749 | $3.8M |
| Paladin Wealth, LLC | 2.57% | Add +21.2% | 45,688 | $3.8M |
| Capstone Wealth Management, Inc. | 3.29% | — | 45,211 | $3.8M |
| Paul R. Ried Financial Group, LLC | 1.77% | Reduce -0.4% | 45,483 | $3.7M |
| Abacus Planning Group, Inc. | 0.49% | Reduce -3.6% | 45,148 | $3.7M |
| Falcon Wealth Planning | 0.31% | Add +0.1% | 45,127 | $3.7M |
| Herold Advisors, Inc. | 0.81% | Add +3.3% | 43,847 | $3.6M |
| Plum Street Advisors, LLC | 1.28% | Add +0.9% | 43,762 | $3.6M |
| Vise Technologies, Inc. | 0.07% | Add +173.2% | 43,565 | $3.6M |
| Jackson Thornton Wealth Management, LLC | 0.34% | No change | 42,559 | $3.6M |
| Outbound Financial Inc | 2.76% | Reduce -1.3% | 43,116 | $3.5M |
| Fifth Third Securities, Inc. | 0.23% | Add +2.3% | 42,620 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +64.4% | 42,040 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.7% | 41,740 | $3.4M |
| MCF Advisors LLC | 0.19% | New | 40,908 | $3.4M |
| Clear Creek Financial Management, LLC | 0.27% | Add +5.4% | 40,564 | $3.3M |
| Networth Advisors, LLC | 2.45% | — | 40,338 | $3.3M |
| Kavar Capital Partners Group, LLC | 0.45% | Add +4.4% | 40,023 | $3.3M |
| Meredith Wealth Planning | 0.97% | Reduce -2.8% | 39,759 | $3.3M |
| Motco | 0.30% | Reduce -5.7% | 39,573 | $3.3M |
| Austin Asset Management Co Inc | 0.55% | Reduce -11.2% | 39,380 | $3.2M |
| Quarry Hill Advisors, LLC | 1.48% | Reduce -0.2% | 38,639 | $3.2M |
| StrongBox Wealth, LLC | 1.04% | New | 38,258 | $3.1M |
| Mattson Financial Services, LLC | 0.73% | Reduce -5.9% | 37,971 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -10.5% | 37,726 | $3.1M |
| Tortoise Investment Management, LLC | 0.27% | Add +8.6% | 37,725 | $3.1M |
| SJS Investment Consulting Inc. | 0.39% | Add +9.0% | 37,593 | $3.1M |
| Aire Advisors, LLC | 0.56% | Add +0.2% | 37,531 | $3.1M |
| Aspen Capital Management, LLC | 0.76% | Reduce -10.5% | 37,270 | $3.1M |
| Heirloom Wealth Management | 0.71% | Add +8.0% | 37,061 | $3.1M |
| AE Wealth Management LLC | 0.02% | Reduce -22.9% | 37,042 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 36,874 | $3.0M |
| Prospect Financial Group LLC | 2.81% | Reduce -0.5% | 36,740 | $3.0M |
| Approach Retirement Advisors, LLC | 2.58% | — | 36,362 | $3.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.61% | Add +0.6% | 36,054 | $3.0M |
| Global Retirement Partners, LLC | 0.05% | Add +21.6% | 36,030 | $3.0M |
| Golden State Wealth Management, LLC | 0.31% | Add +2.5% | 35,914 | $3.0M |
| Sterneck Capital Management, LLC | 1.30% | Add +1.0% | 34,938 | $2.9M |
| Accordant Advisory Group Inc | 1.89% | Reduce -1.2% | 33,349 | $2.7M |
| Cascade Financial Partners, LLC | 0.28% | Reduce -9.4% | 33,195 | $2.7M |
| Haven Private, LLC | 1.19% | Reduce -1.4% | 33,134 | $2.7M |
| Endeavor Private Wealth, Inc. | 0.78% | Reduce -25.9% | 33,029 | $2.7M |
| Milestone Asset Management Group, LLC | 1.52% | Add +28.2% | 32,626 | $2.7M |
| Factor Wealth Management LTD | 0.57% | Add +9.7% | 32,333 | $2.7M |
| Integrity Wealth Solutions LLC | 1.04% | Add +67.4% | 31,803 | $2.6M |
| L.K. Benson & Company, P.C. | 1.30% | Add +3.7% | 31,434 | $2.6M |
| Level Financial Advisors | 0.68% | Add +5.0% | 31,255 | $2.6M |
| Marathon Wealth Advisors LLC | 1.01% | — | 30,950 | $2.5M |
| Sunpointe, LLC | 0.83% | No change | 30,322 | $2.5M |
| Payne Capital LLC | 2.53% | Add +0.2% | 30,197 | $2.5M |
| Mendota Financial Group, LLC | 1.76% | Add +220.6% | 29,448 | $2.4M |
| Cetera Trust Company, N.A | 1.30% | No change | 29,437 | $2.4M |
| Cornerstone Wealth Partners, LLC | 1.68% | — | 29,389 | $2.4M |
| Nova R Wealth, Inc. | 0.88% | Add +20.4% | 29,254 | $2.4M |
| CAP Partners, LLC | 1.35% | Reduce -0.9% | 28,950 | $2.4M |
| Nwam LLC | 0.13% | Add +1.9% | 27,648 | $2.4M |
| Glenview Trust Co | 0.04% | Add +22.3% | 28,604 | $2.4M |
| Maimon Wealth Management LTD. | 2.16% | — | 28,205 | $2.3M |
| SouthState Bank Corp | 0.10% | Reduce -5.3% | 27,966 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.7% | 27,879 | $2.3M |
| Collective Family Office LLC | 0.52% | Reduce -15.0% | 27,743 | $2.3M |
| Balance Wealth Partners LLC | 0.73% | Add +19.3% | 27,679 | $2.3M |
| Cauble & Harre Wealth Management, Inc. | 1.91% | — | 27,659 | $2.3M |
| Cozad Asset Management Inc. | 0.18% | Add +46.9% | 27,454 | $2.3M |
| UMB Bank, n.a. | 0.03% | Add +0.9% | 27,444 | $2.3M |
| Transcendent Capital Group LLC | 1.02% | Reduce -3.8% | 27,406 | $2.3M |
| Trailhead Planners LLC | 2.20% | — | 27,220 | $2.2M |
| Prosperity Planning, Inc. | 0.81% | Add +5.3% | 26,692 | $2.2M |
| RAM Investment Partners, LLC | 0.39% | No change | 26,477 | $2.2M |
| North Ridge Wealth Advisors, Inc. | 1.21% | Add +0.1% | 26,183 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +59.2% | 25,881 | $2.1M |
| Private Wealth Management Group, LLC | 0.57% | No change | 25,732 | $2.1M |
| Brown Financial Advisory | 1.07% | No change | 25,603 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.7% | 25,588 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +17.0% | 24,768 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +88.0% | 24,958 | $2.1M |
| Berman McAleer LLC | 0.27% | Add +8.2% | 24,095 | $2.0M |
| Lam Group, Inc. | 1.12% | Add +10.4% | 23,705 | $2.0M |
| Fonville Wealth Management LLC | 0.40% | No change | 23,534 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.07% | New | 23,219 | $1.9M |
| Pacific Asset Management, LLC | 1.14% | Add +3.5% | 22,989 | $1.9M |
| Evanson Asset Management, LLC | 0.10% | Add +0.8% | 22,641 | $1.9M |
| Clearwater Capital Advisors, LLC | 0.15% | Add +0.6% | 22,552 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +15.1% | 22,168 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | New | 22,108 | $1.8M |
| Smartleaf Asset Management LLC | 0.07% | Add +691.2% | 21,940 | $1.8M |
| Betterment LLC | 0.00% | Add +2.5% | 22,041 | $1.8M |
| Merited Wealth, LLC | 1.68% | — | 21,959 | $1.8M |
| Tandemgrowth Financial Advisors LLC | 1.55% | — | 21,551 | $1.8M |
| Seed Wealth Management, Inc. | 1.18% | Add +29.9% | 20,865 | $1.7M |
| Clear Point Advisors Inc. | 1.33% | Reduce -0.5% | 20,764 | $1.7M |
| Thayer Financial, L.L.C. | 1.80% | — | 20,706 | $1.7M |
| Harbor Investment Advisory, LLC | 0.13% | Add +11.9% | 20,528 | $1.7M |
| Private Trust Co. NA | 0.15% | Add +4.8% | 20,455 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | No change | 20,321 | $1.7M |
| Life Planning Partners, Inc | 1.28% | Reduce -1.6% | 20,291 | $1.7M |
| Rialto Wealth Management, LLC | 0.39% | Add +6.3% | 19,984 | $1.6M |
| SOL Capital Management CO | 0.15% | Reduce -1.8% | 19,769 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.5% | 19,524 | $1.6M |
| Avant Financial Advisors LLC | 1.15% | Add +1.2% | 19,412 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +58.2% | 19,262 | $1.6M |
| Uptick Partners, LLC | 0.34% | New | 19,255 | $1.6M |
| Earned Wealth Advisors, LLC | 0.11% | Reduce -2.3% | 19,169 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +36.5% | 19,133 | $1.6M |
| Morris Financial Concepts, Inc. | 0.54% | Reduce -10.5% | 18,646 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.0% | 18,570 | $1.5M |
| Poinciana Advisors Group, LLC | 1.20% | Reduce -0.7% | 18,490 | $1.5M |
| Eaton-Cambridge Inc. | 0.49% | Reduce -2.9% | 18,293 | $1.5M |
| Vanguard Group Inc. | 0.00% | No change | 17,757 | $1.5M |
| LRI Investments, LLC | 0.12% | No change | 17,675 | $1.5M |
| Quadrature Capital Ltd | 0.01% | New | 17,525 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +7.8% | 17,523 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 17,213 | $1.4M |
| Truepoint, Inc. | 0.03% | Reduce -1.6% | 16,934 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.46% | Add +9.7% | 16,927 | $1.4M |
| Crusonia Wealth Advisors LLC | 0.31% | — | 16,871 | $1.4M |
| Aspirean Wealth, LLC | 1.51% | — | 16,827 | $1.4M |
| Magnus Financial Group LLC | 0.11% | Add +7.7% | 16,664 | $1.4M |
| Leading Edge Financial Planning LLC | 0.30% | Add +1.8% | 15,842 | $1.3M |
| Accurate Wealth Management, LLC | 0.16% | Add +87.2% | 15,354 | $1.3M |
| Riverchase Wealth Management, LLC | 0.69% | Add +21.1% | 15,520 | $1.3M |
| Aurelius Family Office LLC | 0.55% | Reduce -5.2% | 15,102 | $1.3M |
| Breakwater Capital Group | 0.18% | Add +19.2% | 15,330 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 15,249 | $1.3M |
| A4 Wealth Advisors LLC | 1.09% | Reduce -27.7% | 15,243 | $1.3M |
| Natixis Advisors, LLC | 0.00% | New | 14,850 | $1.2M |
| Cogent Private Wealth, Inc. | 0.91% | — | 14,488 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Add +0.2% | 14,484 | $1.2M |
| Bridgewealth Advisory Group, LLC | 0.25% | Add +20.6% | 13,904 | $1.1M |
| CWA Asset Management Group, LLC | 0.04% | Add +16.6% | 13,869 | $1.1M |
| Trademark Financial Management, LLC | 0.62% | Add +2.2% | 13,742 | $1.1M |
| Savvy Advisors, Inc. | 0.04% | Add +228.6% | 13,700 | $1.1M |
| Transatlantique Private Wealth LLC | 0.35% | Add +166.2% | 13,663 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -1.1% | 13,443 | $1.1M |
| Coquina Private Wealth LLC | 0.89% | — | 13,485 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.0% | 13,064 | $1.1M |
| Hardin Capital Partners, LLC | 0.50% | Add +5.0% | 12,917 | $1.1M |
| Nicolet Advisory Services, LLC | 0.07% | New | 12,392 | $1.1M |
| FMR LLC | 0.00% | Add +7.5% | 12,502 | $1.0M |
| GTS Securities LLC | 0.04% | Reduce -2.8% | 12,465 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +10.8% | 12,442 | $1.0M |
| Financial Futures Ltd Liability Co. | 0.47% | Reduce -8.8% | 12,436 | $1.0M |
| GEM Asset Management, LLC | 0.46% | Add +4.6% | 12,188 | $1.0M |
| Heritage Family Offices, LLP | 0.46% | New | 12,312 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | New | 12,299 | $1.0M |
| Ridgeline Wealth, LLC | 0.69% | Reduce -6.4% | 12,001 | $988K |
| EnRich Financial Partners LLC | 0.27% | Add +23.6% | 11,920 | $981K |
| Nicolet Bankshares Inc. | 0.16% | New | 11,765 | $968K |
| Tillman Hartley LLC | 0.23% | No change | 11,320 | $932K |
| Ifrah Financial Services, Inc. | 0.24% | Reduce -2.8% | 11,168 | $919K |
| Leavell Investment Management, Inc. | 0.04% | Add +107.1% | 11,108 | $914K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 11,052 | $910K |
| First Trust Advisors LP | 0.00% | Add +2.4% | 11,046 | $909K |
| Allodium Investment Consultants, LLC | 0.46% | Reduce -1.5% | 11,001 | $906K |
| Parsons Capital Management Inc. | 0.05% | Add +117.3% | 10,854 | $894K |
| Advisor OS, LLC | 0.07% | Reduce -1.3% | 10,607 | $873K |
| Decker Retirement Planning Inc. | 0.42% | Add +0.6% | 10,362 | $853K |
| Baird Financial Group, Inc. | 0.00% | Add +64.4% | 10,052 | $827K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +42.0% | 10,008 | $824K |
| Forum Financial Management, LP | 0.01% | Reduce -12.6% | 9,875 | $813K |
| TFO Wealth Partners, LLC | 0.12% | Add +0.1% | 9,844 | $810K |
| Bison Wealth, LLC | 0.09% | New | 9,854 | $804K |
| Sensenig Capital Advisors, Inc | 0.80% | — | 9,586 | $789K |
| MN Wealth Advisors, LLC | 0.38% | Add +1.1% | 9,231 | $760K |
| Brown Advisory Inc. | 0.00% | Add +5.3% | 9,155 | $754K |
| Visionary Horizons, LLC | 0.38% | Reduce -0.4% | 8,990 | $740K |
| Janney Montgomery Scott LLC | 0.00% | Add +19.7% | 8,949 | $737K |
| Spire Wealth Management | 0.02% | Add +64.0% | 8,729 | $719K |
| Watchman Group, Inc. | 0.17% | New | 8,638 | $711K |
| Frankly Finances, LLC | 0.67% | — | 8,600 | $708K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -7.7% | 8,548 | $704K |
| Joseph P. Lucia & Associates, LLC | 0.25% | Add +7.3% | 8,516 | $701K |
| Cloud Capital Management, LLC | 0.33% | Add +0.2% | 8,400 | $691K |
| Bannerman Wealth Management Group, LLC | 0.49% | Add +0.0% | 8,335 | $686K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.3% | 8,291 | $683K |
| Arrowroot Family Office, LLC | 0.24% | Add +184.0% | 8,167 | $672K |
| Captrust Financial Advisors | 0.00% | Add +102.7% | 7,996 | $658K |
| MOR Wealth Management, LLC | 0.30% | — | 7,972 | $656K |
| Bokf, NA | 0.01% | New | 7,757 | $639K |
| Sowell Financial Services LLC | 0.02% | Add +15.5% | 7,718 | $635K |
| Empire Financial Management Company, LLC | 0.14% | New | 7,579 | $624K |
| Diversified Trust Co. | 0.01% | No change | 7,560 | $622K |
| Avior Wealth Management, LLC | 0.02% | Add +8.4% | 7,557 | $622K |
| Bank of Marin | 0.43% | No change | 7,484 | $616K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 7,380 | $608K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | — | 7,197 | $592K |
| TFB Advisors LLC | 0.16% | Reduce -1.5% | 6,910 | $569K |
| Cooper/Haims Advisors, LLC | 0.25% | Add +1.1% | 6,761 | $557K |
| Navigoe, LLC | 0.34% | No change | 6,751 | $555K |
| KKM Financial LLC | 0.10% | Reduce -5.0% | 6,666 | $549K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -0.6% | 6,339 | $522K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.2% | 6,275 | $517K |
| Sprinkle Financial Consultants LLC | 0.26% | Add +26.1% | 6,232 | $513K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,146 | $506K |
| GC Wealth Management RIA, LLC | 0.02% | Add +70.7% | 6,061 | $499K |
| JM2 Capital Inc. | 0.40% | — | 6,006 | $494K |
| Accelerate Investment Advisors LLC | 0.33% | Reduce -0.4% | 5,981 | $492K |
| Kathmere Capital Management, LLC | 0.03% | Add +91.5% | 5,946 | $489K |
| Brookstone Capital Management | 0.01% | Reduce -36.3% | 5,907 | $486K |
| Fort Vancouver Investment Management, LLC | 0.26% | Reduce -7.2% | 5,848 | $481K |
| HRT Financial LP | 0.00% | New | 5,784 | $476K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -70.8% | 5,708 | $470K |
| Ares Financial Consulting, LLC | 0.44% | — | 5,635 | $464K |
| New Dimensions Wealth Management, LLC | 0.39% | Add +2.8% | 5,547 | $457K |
| Harbor Asset Planning, Inc. | 0.39% | Add +55.6% | 5,532 | $455K |
| RMR Wealth Builders | 0.04% | Add +0.0% | 5,513 | $454K |
| Safe Harbor Wealth Advisors, LLC | 0.44% | — | 4,980 | $450K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +31.8% | 5,436 | $447K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -1.7% | 5,418 | $446K |
| L & S Advisors Inc | 0.05% | No change | 5,393 | $444K |
| Parcion Private Wealth LLC | 0.03% | No change | 5,390 | $444K |
| Alpha Financial Advisors, LLC | 0.13% | No change | 5,322 | $438K |
| Global Trust Wealth Management LLC | 0.32% | — | 5,301 | $436K |
| Atala Financial Inc | 0.28% | No change | 5,249 | $432K |
| Stonebrook Private Inc. | 0.09% | Add +5.3% | 5,223 | $430K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 5,158 | $425K |
| Aspiriant, LLC | 0.01% | Reduce -8.2% | 5,112 | $421K |
| Intelligent Financial Strategies | 0.20% | No change | 5,090 | $419K |
| True North Advisors, LLC | 0.05% | New | 5,066 | $417K |
| Ruedi Wealth Management, Inc. | 0.11% | No change | 5,065 | $417K |
| Asset Dedication, LLC | 0.03% | Reduce -1.0% | 5,046 | $415K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 5,030 | $414K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +15.3% | 4,969 | $404K |
| Bogart Wealth, LLC | 0.02% | Add +77.3% | 4,858 | $400K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,839 | $398K |
| Operose Advisors LLC | 0.09% | Add +2072.5% | 4,823 | $397K |
| Element Wealth, LLC | 0.16% | Add +46.8% | 4,785 | $394K |
| Geneos Wealth Management Inc. | 0.01% | New | 4,712 | $388K |
| Oceanside Advisors LLC | 0.23% | Reduce -3.1% | 4,527 | $373K |
| Stonehearth Capital Management, LLC | 0.14% | No change | 4,442 | $366K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,434 | $365K |
| Vawter Financial, Ltd. | 0.15% | New | 4,345 | $358K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,329 | $356K |
| Qube Research & Technologies Ltd | 0.00% | Add +3827.3% | 4,320 | $356K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.7% | 4,275 | $352K |
| Alkeme Wealth, LLC | 0.15% | New | 4,271 | $352K |
| Revolve Wealth Partners, LLC | 0.04% | New | 4,253 | $350K |
| SRH Advisors, LLC | 0.10% | Add +51.0% | 4,176 | $344K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 4,125 | $340K |
| Fisher Asset Management | 0.00% | New | 4,053 | $334K |
| Keb Asset Management, LLC | 0.07% | No change | 4,035 | $332K |
| Copley Financial Group, Inc. | 0.21% | Reduce -1.5% | 4,028 | $332K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 3,980 | $328K |
| Heritage Financial Services, LLC | 0.03% | New | 3,970 | $327K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 3,951 | $325K |
| Accredited Investors Inc. | 0.02% | New | 3,928 | $323K |
| Lunt Capital Management, Inc. | 0.12% | No change | 3,910 | $322K |
| Vistica Wealth Advisors, LLC | 0.32% | — | 3,896 | $321K |
| Blue Trust, Inc. | 0.00% | No change | 3,890 | $320K |
| Gambit Capital Management, LLC | 0.23% | — | 3,885 | $320K |
| Citadel Advisors | 0.00% | Add +23.7% | 3,885 | $320K |
| Cypress Wealth Services, LLC | 0.04% | No change | 3,881 | $319K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,843 | $316K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,806 | $313K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.2% | 3,758 | $309K |
| FFT Wealth Management LLC | 0.06% | No change | 3,653 | $301K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 3,506 | $289K |
| Mainsail Asset Management, LLC | 0.12% | Reduce -1.1% | 3,501 | $288K |
| Clarity Asset Management, Inc. | 0.16% | Reduce -4.8% | 3,476 | $286K |
| Ritholtz Wealth Management | 0.01% | New | 3,452 | $284K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -0.7% | 3,440 | $283K |
| Atlas Brown,Inc. | 0.08% | Add +1.0% | 3,322 | $273K |
| Thrivent Financial for Lutherans | 0.00% | No change | 3,291 | $272K |
| Independent Financial Group, LLC | 0.01% | New | 3,300 | $272K |
| Yukon Wealth Management, Inc. | 0.15% | No change | 3,021 | $267K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +12.7% | 3,226 | $266K |
| Prosperitas Financial LLC | 0.10% | Add +14.8% | 3,223 | $265K |
| Arax Advisory Partners | 0.01% | New | 3,190 | $263K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.2% | 3,141 | $259K |
| Citizens Financial Group Inc. | 0.00% | New | 3,063 | $252K |
| Well Done, LLC | 0.04% | New | 2,983 | $246K |
| Facet Wealth, Inc. | 0.00% | New | 2,790 | $245K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -0.1% | 2,938 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 2,924 | $241K |
| Paragon Advisors, LLC | 0.07% | Reduce -69.0% | 2,910 | $240K |
| GWN Securities Inc. | 0.05% | Reduce -11.9% | 2,886 | $238K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,869 | $236K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,856 | $235K |
| Satovsky Asset Management LLC | 0.05% | Add +1.2% | 2,830 | $233K |
| Ameritas Advisory Services, LLC | 0.01% | Add +54.7% | 2,825 | $233K |
| High Net Worth Advisory Group LLC | 0.05% | Add +1.1% | 2,814 | $232K |
| Brooklyn Investment Group | 0.01% | New | 2,736 | $226K |
| True Link Financial Advisors, LLC | 0.01% | New | 2,720 | $224K |
| Accel Wealth Management | 0.06% | Reduce -2.9% | 2,643 | $218K |
| Trust Co | 0.02% | New | 2,563 | $211K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,405 | $204K |
| Parkshore Wealth Management, Inc. | 0.08% | New | 2,476 | $204K |
| VestGen Advisors, LLC | 0.01% | New | 2,473 | $204K |
| Verus Financial Partners, Inc. | 0.02% | New | 2,333 | $203K |
| Smith & Howard Wealth Management, LLC | 0.05% | New | 2,455 | $202K |
| Fragasso Financial Advisors Inc | 0.01% | New | 2,453 | $202K |
| 1620 Investment Advisors, Inc. | 0.12% | No change | 2,207 | $182K |
| Paladin Advisory Group, LLC | 0.12% | No change | 2,045 | $168K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -5.0% | 1,988 | $167K |
| MidAtlantic Capital Management, Inc. | 0.10% | New | 1,897 | $156K |
| Assetmark, Inc. | 0.00% | Add +2.9% | 1,893 | $156K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,845 | $152K |
| Lanark Financial, Inc. | 0.01% | Add +25.1% | 1,836 | $151K |
| Signature Equity Partners, LLC | 0.08% | — | 1,716 | $141K |
| WealthShield Partners, LLC | 0.02% | No change | 1,700 | $140K |
| MeadowBrook Investment Advisors LLC | 0.12% | New | 1,697 | $140K |
| Creative Capital Management Investments LLC | 0.04% | Reduce -7.1% | 1,649 | $136K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 1,614 | $133K |
| Bank of New Hampshire | 0.03% | No change | 1,614 | $133K |
| IFP Advisors, Inc | 0.00% | Reduce -2.5% | 1,551 | $128K |
| Dogwood Wealth Management LLC | 0.06% | Reduce -1.9% | 1,520 | $125K |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 1,478 | $122K |
| Redwood Park Advisors LLC | 0.08% | Add +0.8% | 1,420 | $117K |
| Evolution Wealth Management Inc. | 0.09% | Add +207.4% | 1,331 | $110K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +2.4% | 1,243 | $102K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -36.8% | 1,130 | $93K |
| Nemes Rush Group LLC | 0.01% | Add +1.2% | 825 | $68K |
| Your Advocates Ltd., LLP | 0.02% | No change | 818 | $67K |
| Monetary Solutions, Ltd | 0.06% | — | 795 | $65K |
| Crewe Advisors LLC | 0.01% | No change | 788 | $65K |
| Dunhill Financial, LLC | 0.02% | New | 721 | $59K |
| REAP Financial Group, LLC | 0.01% | No change | 717 | $59K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 676 | $56K |
| Investment Research & Advisory Group, Inc. | 0.02% | New | 589 | $48K |
| Eastern Bank | 0.00% | No change | 550 | $45K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 530 | $44K |
| Marquette Asset Management, LLC | 0.01% | No change | 497 | $41K |
| Kings Path Partners LLC | 0.01% | Add +76.8% | 495 | $41K |
| RHL Group, LLC | 0.03% | — | 460 | $38K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -43.7% | 456 | $38K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -14.3% | 450 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.1% | 425 | $35K |
| Hantz Financial Services, Inc. | 0.00% | New | 352 | $29K |
| Wealth Watch Advisors, INC | 0.01% | Add +10.9% | 314 | $26K |
| YANKCOM Partnership | 0.01% | No change | 228 | $19K |
| Elevate Wealth Advisory, Inc. | 0.01% | Reduce -0.4% | 224 | $18K |
| GAMMA Investing LLC | 0.00% | Add +34.4% | 215 | $18K |
| Kingdom Financial Group LLC. | 0.01% | New | 211 | $17K |
| Bfsg, LLC | 0.00% | No change | 190 | $16K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 183 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 164 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 147 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +3.7% | 140 | $12K |
| Team Financial Group, LLC | 0.00% | New | 103 | $8K |
| Wellington-Altus USA Inc. | 0.01% | — | 87 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 85 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 70 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 65 | $5K |
| HFM Investment Advisors, LLC | 0.00% | Add +1.6% | 64 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 62 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 59 | $5K |
| Horizon Investments, LLC | 0.00% | New | 59 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 59 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 57 | $5K |
| Signaturefd, LLC | 0.00% | New | 53 | $4K |
| Simplex Trading, LLC | 0.00% | New | 43 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 30 | $2K |
| Family Capital Trust Co | 0.00% | Reduce -51.7% | 28 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 26 | $2K |
| Key Financial Inc | 0.00% | No change | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | New | 14 | $1K |
| TCTC Holdings, LLC | 0.00% | New | 12 | $988 |
| Lodestone Wealth Management LLC | 0.00% | New | 10 | $833 |
| Addison Advisors LLC | 0.00% | No change | 10 | $821 |
"% of holder's portfolio" is AVDE's weight in each manager's 13F, not the share of Avantis International Equity the manager owns.