Avantis International EquityAVDEETF
13F holders, Q1 2026 (March 31)676holders +61
74new positions
15sold out
3famous investors
$84.59avg. 13F price*
At the end of Q1 2026, 676 institutions reported holding Avantis International Equity (AVDE) in their 13F filings, up 61 from Q4 2025. 74 opened new positions and 15 sold out. The largest holders were Ameriprise Financial Inc. ($636.5M), American Century Companies Inc. ($426.5M) and Corient Private Wealth LP ($424.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis International Equity
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $480.6M |
| Exits | 15 | $19.8M |
All 13F filers, Q4 2025 → Q1 2026: 27,756,071 shares bought and 17,606,203 shares sold, net +10,149,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 676 holders
| Ameriprise Financial Inc. | 0.15% | Add +21.9% | 7,502,434 | $636.5M |
| American Century Companies Inc. | 0.22% | Add +20.9% | 5,027,310 | $426.5M |
| Corient Private Wealth LP | 0.61% | Add +14.0% | 4,999,263 | $424.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +11.9% | 4,916,520 | $417.1M |
| Wealth Enhancement Advisory Services, LLC | 0.88% | Reduce -8.3% | 4,679,558 | $398.1M |
| LPL Financial LLC | 0.10% | Add +30.7% | 4,270,736 | $362.3M |
| Bank of America Corp. | 0.02% | Add +32.4% | 4,003,424 | $339.7M |
| Morgan Stanley | 0.02% | Add +37.9% | 3,851,261 | $326.7M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +11.9% | 3,540,028 | $300.3M |
| Mission Wealth Management, LP | 6.05% | Add +134.2% | 3,407,612 | $289.1M |
| PNC Financial Services Group, Inc. | 0.15% | Add +5.8% | 3,096,165 | $262.7M |
| Rockwood Wealth Management, LLC | 18.27% | Add +2.5% | 3,008,115 | $255.2M |
| Vantagepoint Investment Advisers LLC | 2.09% | No change | 2,909,857 | $246.9M |
| HighTower Advisors, LLC | 0.24% | Add +12.6% | 2,626,851 | $222.9M |
| Maseco LLP | 5.21% | New | 1,957,771 | $166.2M |
| Wells Fargo & Company | 0.03% | Add +94.5% | 1,817,012 | $154.2M |
| Advance Capital Management, Inc. | 5.57% | Add +1709.5% | 1,732,496 | $147.0M |
| HB Wealth Management, LLC | 0.92% | Reduce -0.7% | 1,664,927 | $141.3M |
| UBS Group AG | 0.02% | Add +49.6% | 1,587,900 | $134.7M |
| Annex Advisory Services, LLC | 2.47% | Reduce -17.6% | 1,555,705 | $132.0M |
| Raymond James Financial Inc. | 0.04% | Add +51.3% | 1,511,611 | $128.2M |
| Oak Root LLC | 14.76% | No change | 1,427,068 | $121.1M |
| Cwm, LLC | 0.32% | Add +23.0% | 1,415,086 | $120.1M |
| Gradient Investments LLC | 1.86% | Add +3.9% | 1,414,786 | $120.0M |
| Focus Partners Wealth | 0.13% | Reduce -6.8% | 1,289,900 | $114.3M |
| Financial Plan, Inc. | 10.79% | Add +4.5% | 1,186,391 | $100.7M |
| Fifth Third Bancorp | 0.17% | Add +38.1% | 1,086,719 | $92.2M |
| Greenup Street Wealth Management LLC | 12.98% | Reduce -6.3% | 1,086,496 | $92.2M |
| First National Trust Co | 2.94% | Add +13.1% | 1,017,133 | $86.3M |
| GW Henssler & Associates Ltd. | 4.02% | Add +60.1% | 1,007,149 | $85.4M |
| Beacon Pointe Advisors, LLC | 0.42% | Reduce -6.0% | 934,365 | $79.3M |
| Diversified Portfolios, Inc. | 6.50% | Reduce -1.2% | 932,696 | $79.1M |
| Parallel Advisors, LLC | 1.41% | Add +22.2% | 925,232 | $78.5M |
| Plancorp, LLC | 2.20% | Reduce -0.2% | 864,565 | $77.3M |
| Waverly Advisors, LLC | 0.55% | Add +33.9% | 864,479 | $73.3M |
| Cerity Partners LLC | 0.10% | Add +3.4% | 857,498 | $72.7M |
| Werba Rubin Papier Wealth Management | 9.87% | New | 835,062 | $70.8M |
| Modern Wealth Management, LLC | 1.20% | Add +28.9% | 809,026 | $69.7M |
| Apella Capital, LLC | 1.02% | Add +11.0% | 757,248 | $69.0M |
| Bank of New York Mellon Corp | 0.01% | Add +50.7% | 805,700 | $68.4M |
| Correct Capital Wealth Management | 12.64% | Add +4.4% | 798,188 | $67.7M |
| &partners | 0.33% | Add +42.0% | 794,001 | $67.5M |
| Atwood & Palmer Inc. | 3.67% | Add +1.4% | 767,452 | $65.1M |
| ESL Trust Services, LLC | 12.12% | Add +0.4% | 748,102 | $63.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +17.8% | 729,356 | $61.9M |
| Savant Capital, LLC | 0.30% | Add +8.9% | 720,524 | $61.1M |
| JNBA Financial Advisors | 5.00% | New | 708,211 | $60.1M |
| HUB Investment Partners, LLC | 1.41% | Add +6.2% | 681,333 | $57.8M |
| Cresset Asset Management, LLC | 0.25% | Add +3.3% | 677,105 | $57.4M |
| JSF Financial, LLC | 11.17% | Add +80.8% | 671,730 | $57.0M |
| Simplicity Wealth,LLC | 3.11% | Add +5.2% | 647,822 | $55.0M |
| Creative Planning | 0.04% | Reduce -4.7% | 617,576 | $52.4M |
| CGN Advisors LLC | 4.14% | Reduce -2.5% | 617,185 | $52.4M |
| BSW Wealth Partners | 6.35% | Reduce -1.7% | 613,310 | $52.0M |
| Kestra Advisory Services, LLC | 0.19% | Add +18.3% | 595,083 | $50.5M |
| Bridgewater Advisors Inc. | 3.00% | Add +7.8% | 551,646 | $50.4M |
| Versant Capital Management, Inc | 4.89% | Reduce -2.4% | 585,132 | $49.6M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +55.0% | 580,176 | $49.2M |
| McLean Asset Management Corp | 8.08% | Add +9.4% | 544,215 | $46.2M |
| Harbour Investments, Inc. | 0.71% | Add +25.6% | 543,527 | $46.1M |
| Foundations Investment Advisors, LLC | 0.52% | Add +3.8% | 489,854 | $41.6M |
| Legacy Financial Strategies, LLC | 7.20% | Add +16.1% | 470,141 | $39.9M |
| Quantum Financial Advisors, LLC | 4.35% | Reduce -2.2% | 456,882 | $38.8M |
| Family Investment Center, Inc. | 7.45% | Add +87.0% | 456,402 | $38.7M |
| Zhang Financial LLC | 1.33% | Add +12.5% | 452,332 | $38.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.6% | 435,690 | $37.0M |
| Jones Financial Companies LLLP | 0.02% | Add +36.3% | 444,793 | $36.5M |
| CVA Family Office, LLC | 3.84% | Add +20.3% | 429,697 | $36.5M |
| Pacific Life Fund Advisors LLC | 4.11% | Reduce -7.7% | 421,739 | $35.8M |
| JPMorgan Chase & Co. | 0.00% | Add +63.8% | 424,678 | $34.9M |
| Foster & Motley Inc. | 1.75% | Add +38.4% | 398,670 | $33.8M |
| IAM Advisory, LLC | 7.58% | Reduce -2.7% | 398,663 | $33.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -3.9% | 392,404 | $33.3M |
| Modera Wealth Management, LLC | 0.38% | Reduce -2.2% | 377,620 | $32.0M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +34.1% | 372,383 | $31.6M |
| Park Avenue Securities LLC | 0.24% | Add +7.8% | 366,373 | $31.1M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +8467.4% | 366,255 | $31.1M |
| Compass Ion Advisors, LLC | 2.94% | Add +1.1% | 363,129 | $30.8M |
| Kelman-Lazarov, Inc. | 4.31% | Add +8.6% | 354,431 | $30.1M |
| Strategic Blueprint, LLC | 1.74% | Reduce -2.1% | 352,164 | $29.9M |
| Financial Enhancement Group LLC | 3.69% | Add +5.4% | 326,601 | $29.7M |
| Journey Strategic Wealth LLC | 0.74% | Add +38.0% | 349,944 | $29.7M |
| Royal Bank of Canada | 0.01% | Add +77.5% | 344,035 | $29.2M |
| Searcy Financial Services Inc. | 10.80% | New | 343,292 | $29.1M |
| Krilogy Financial LLC | 0.93% | Add +0.1% | 321,599 | $29.0M |
| BCR Wealth Strategies, LLC | 9.07% | Reduce -0.1% | 341,186 | $28.9M |
| WCG Wealth Advisors LLC | 0.81% | Add +0.0% | 339,130 | $28.8M |
| SC&H Financial Advisors, Inc. | 4.23% | Reduce -0.3% | 330,713 | $28.1M |
| Henderson Brothers Financial Partners, LLC | 7.04% | — | 327,520 | $27.8M |
| Private Advisor Group, LLC | 0.13% | Add +22.3% | 324,355 | $27.5M |
| Cardiff Park Advisors, LLC | 2.19% | Reduce -0.7% | 322,155 | $27.3M |
| Capital Planning Advisors, LLC | 3.87% | Add +1.9% | 315,497 | $26.8M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -31.4% | 312,514 | $26.5M |
| ACT Advisors, LLC. | 11.27% | Add +0.4% | 312,372 | $26.5M |
| B&D White Capital Company, LLC | 3.23% | Add +10.3% | 307,612 | $26.1M |
| Yardley Wealth Management LLC | 13.26% | Add +1.6% | 304,944 | $25.9M |
| First National Bank Sioux Falls | 7.03% | Add +4.4% | 284,980 | $25.7M |
| Symphony Financial, Ltd. Co. | 3.37% | Add +34.6% | 305,877 | $25.5M |
| Red Lighthouse Investment Management, LLC | 8.54% | Reduce -0.2% | 298,067 | $25.3M |
| Echo Wealth Management, LLC | 14.47% | Add +12.8% | 296,220 | $25.1M |
| Oak Wealth Advisors LLC | 13.79% | Reduce -1.4% | 295,906 | $25.1M |
| Tarbox Family Office, Inc. | 4.08% | Reduce -1.3% | 295,783 | $25.1M |
| 55 North Private Wealth, LLC | 6.34% | Reduce -4.4% | 291,992 | $24.8M |
| RVW Wealth, LLC | 1.92% | Reduce -3.6% | 291,172 | $24.7M |
| HORAN Wealth, LLC | 2.33% | Add +2.7% | 289,574 | $24.5M |
| HTG Investment Advisors, Inc. | 6.92% | Add +1.1% | 285,656 | $24.2M |
| BWM Planning, LLC | 6.37% | Reduce -5.6% | 284,591 | $24.1M |
| EverSource Wealth Advisors, LLC | 0.72% | Add +49.0% | 277,376 | $23.5M |
| Visionary Wealth Advisors | 1.03% | Reduce -0.3% | 275,248 | $23.4M |
| Caliber Wealth Management, LLC / KS | 2.51% | Reduce -0.4% | 269,907 | $22.9M |
| Grand Wealth Management, LLC | 10.73% | Reduce -1.3% | 268,799 | $22.8M |
| Wilkerson Advisory Group LLC | 7.81% | Add +1.0% | 267,924 | $22.7M |
| Baird Financial Group, Inc. | 0.04% | Add +2561.6% | 267,548 | $22.7M |
| Mason & Associates Inc | 4.33% | Add +3.2% | 271,188 | $22.3M |
| Liberty Square Wealth Partners LLC | 6.22% | Add +20.4% | 262,664 | $22.3M |
| Cannon Financial Strategists, Inc. | 2.92% | Add +1.9% | 262,157 | $22.2M |
| Freedom Financial Partners LLC | 7.84% | Add +2.4% | 259,403 | $22.0M |
| JRM Investment Counsel, LLC | 5.83% | Add +7.8% | 256,291 | $21.7M |
| IAG Wealth Partners, LLC | 2.42% | Add +21.1% | 255,742 | $21.7M |
| Torren Management, LLC | 10.80% | Reduce -27.4% | 255,555 | $21.7M |
| Osaic Holdings, Inc. | 0.03% | Add +44.2% | 255,020 | $21.6M |
| CENTRAL TRUST Co | 0.42% | Add +86.9% | 250,448 | $21.2M |
| Bcwm, LLC | 5.98% | Reduce -7.7% | 248,835 | $21.1M |
| D L Carlson Investment Group Inc. | 3.62% | Add +19.7% | 248,222 | $21.1M |
| Trellis Wealth Advisors LLC | 8.01% | Reduce -1.5% | 247,991 | $21.0M |
| Highland Financial Advisors, LLC | 5.46% | Add +4.9% | 243,720 | $20.7M |
| Axiom Financial Strategies, LLC | 7.23% | Add +70.7% | 241,977 | $20.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.59% | Reduce -49.7% | 234,645 | $19.9M |
| Disciplina Capital Management LLC | 2.09% | Reduce -2.5% | 232,834 | $19.8M |
| Pearl Planning LLC | 10.48% | Add +11.3% | 231,116 | $19.6M |
| Burton Enright Welch | 2.59% | Reduce -1.0% | 224,161 | $19.0M |
| Purpose Unlimited Inc. | 0.77% | New | 217,870 | $18.5M |
| Strategic Financial Planning, Inc. | 10.78% | New | 633,360 | $18.4M |
| Chilton Capital Management LLC | 0.64% | Add +8.5% | 215,132 | $18.3M |
| NewEdge Advisors, LLC | 0.06% | Add +22.5% | 211,225 | $17.9M |
| Summit Financial, LLC | 0.23% | Add +2.8% | 210,391 | $17.8M |
| Gateway Wealth Partners, LLC | 0.70% | Add +118.2% | 210,314 | $17.8M |
| World Investment Advisors | 0.29% | Add +6.3% | 208,978 | $17.7M |
| MML Investors Services, LLC | 0.05% | Add +6.9% | 206,061 | $17.5M |
| Allworth Financial LP | 0.07% | Add +39.5% | 201,814 | $17.1M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -2.0% | 197,396 | $16.7M |
| WMG Financial Advisors, LLC | 6.95% | Reduce -8.8% | 196,310 | $16.7M |
| Broadway Wealth Solutions, Inc. | 8.44% | Add +0.6% | 192,426 | $16.3M |
| Websterrogers Financial Advisors, LLC | 4.64% | Reduce -4.6% | 190,994 | $16.2M |
| Stephens Inc. | 0.20% | New | 187,536 | $15.9M |
| Passive Capital Management, LLC. | 4.70% | Reduce -0.4% | 185,707 | $15.8M |
| Boyum Wealth Architects LLC | 6.51% | Add +25.1% | 174,512 | $15.6M |
| Independence Bank of Kentucky | 1.95% | Add +50.7% | 181,691 | $15.4M |
| Awm Capital, LLC | 1.38% | Reduce -2.2% | 180,257 | $15.3M |
| Indivisible Partners | 1.35% | Add +4.9% | 179,724 | $15.2M |
| Signature Resources Capital Management, LLC | 7.19% | Add +16.0% | 178,902 | $15.2M |
| Canvas Wealth Advisors, LLC | 2.56% | Add +15.1% | 177,667 | $15.1M |
| MAI Capital Management | 0.09% | Add +105.5% | 177,109 | $15.0M |
| FAS Wealth Partners, Inc. | 0.93% | Add +0.9% | 176,660 | $15.0M |
| Elevation Wealth Partners, LLC | 5.23% | Reduce -1.0% | 172,072 | $14.6M |
| Align Financial, LLC | 8.21% | Reduce -98.8% | 170,197 | $14.4M |
| Raffa Wealth Management, LLC | 2.23% | Add +0.1% | 168,617 | $14.3M |
| Curio Wealth, LLC | 4.86% | Reduce -1.5% | 167,503 | $14.2M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +77.5% | 167,301 | $14.2M |
| Marietta Wealth Management, LLC | 1.66% | Reduce -0.3% | 164,681 | $14.0M |
| Meridian Wealth Advisors, LLC | 1.83% | Add +24.7% | 162,811 | $13.8M |
| TCI Wealth Advisors, Inc. | 0.72% | Reduce -3.7% | 160,525 | $13.6M |
| Financial Symmetry Inc | 4.71% | Add +7.4% | 147,846 | $13.3M |
| Activest Wealth Management | 2.27% | Add +66.1% | 152,042 | $12.9M |
| Lutz Financial Services LLC | 0.84% | Reduce -4.3% | 147,685 | $12.5M |
| Advisory Resource Group | 2.14% | Reduce -0.9% | 146,838 | $12.5M |
| Clarion Wealth Managment Partners, LLC | 11.06% | Add +70.9% | 143,946 | $12.2M |
| Milestone Investment Advisors LLC | 2.90% | Add +13.6% | 141,509 | $12.0M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +8.6% | 138,831 | $11.8M |
| Hill Investment Group Partners, LLC | 1.28% | Reduce -0.9% | 136,528 | $11.6M |
| AQR Capital Management | 0.01% | Add +79.9% | 135,871 | $11.5M |
| GeoWealth Management, LLC | 0.40% | Reduce -5.4% | 131,560 | $11.2M |
| Mason & Associates, LLC | 2.56% | Reduce -5.4% | 131,557 | $11.2M |
| Farther Finance Advisors, LLC | 0.11% | Add +69.1% | 128,995 | $11.1M |
| EP Wealth Advisors, LLC | 0.05% | Add +751.2% | 129,799 | $11.0M |
| Magnolia Private Wealth, LLC | 7.33% | Add +256.6% | 434,671 | $11.0M |
| Menora Mivtachim Holdings LTD. | 0.05% | New | 129,560 | $11.0M |
| Bank of Montreal | 0.00% | Add +3.8% | 126,864 | $10.8M |
| Arq Wealth Advisors, LLC | 1.92% | Add +7.9% | 125,335 | $10.6M |
| Northwest Wealth Management, LLC | 1.56% | Reduce -0.8% | 122,434 | $10.4M |
| Core Wealth Advisors, Inc. | 2.40% | New | 118,750 | $10.1M |
| Summit Portfolio Management, LTD. | 6.46% | — | 118,445 | $10.0M |
| Trace Wealth Advisors, LLC | 7.36% | Reduce -3.3% | 115,691 | $9.8M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +1.4% | 115,504 | $9.8M |
| Vista Investment Partners LLC | 2.56% | Add +4.3% | 113,902 | $9.7M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -0.5% | 113,830 | $9.7M |
| Equity Wealth Partners, LLC | 6.15% | Add +3.1% | 112,091 | $9.5M |
| Sage Rhino Capital LLC | 1.76% | Add +1.1% | 111,146 | $9.4M |
| Quantinno Capital Management LP | 0.02% | Add +3.3% | 110,901 | $9.4M |
| WorthPointe, LLC | 2.56% | Reduce -21.7% | 110,820 | $9.4M |
| Hutchens & Kramer Investment Management Group, LLC | 2.96% | Add +7.3% | 110,521 | $9.4M |
| KilterHowling LLC | 4.69% | New | 109,658 | $9.3M |
| Elyxium Wealth, LLC | 2.97% | Add +18.4% | 109,091 | $9.3M |
| Clarity Capital Advisors, LLC | 4.30% | Add +0.6% | 108,685 | $9.2M |
| Physician Wealth Solutions Inc. | 3.81% | Add +9.2% | 108,441 | $9.2M |
| Watchman Group, Inc. | 2.20% | Add +1138.3% | 106,968 | $9.1M |
| ABLE Financial Group, LLC | 1.77% | Add +2.0% | 106,392 | $9.0M |
| Castle Wealth Management LLC | 2.92% | Add +1.0% | 106,222 | $9.0M |
| Bauman Advisory Group, LLC | 6.31% | New | 106,165 | $9.0M |
| PCG Wealth Advisors, LLC | 2.20% | Add +70.4% | 102,395 | $8.7M |
| Clark Wealth Partners | 5.83% | Add +28.2% | 102,382 | $8.7M |
| FSA Investment Group, LLC | 3.41% | New | 99,742 | $8.5M |
| Annandale Capital, LLC | 1.33% | Reduce -8.2% | 95,262 | $8.1M |
| REDW Wealth LLC | 3.17% | Add +36.1% | 93,746 | $8.0M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.5% | 87,598 | $7.8M |
| Sequoia Financial Advisors, LLC | 0.04% | No change | 91,265 | $7.7M |
| Lane Brothers & Co. Inc. | 5.60% | Reduce -2.5% | 90,574 | $7.7M |
| ShankerValleau Wealth Advisors, Inc. | 2.15% | Reduce -2.5% | 89,788 | $7.6M |
| Independent Advisor Alliance | 0.08% | New | 89,535 | $7.6M |
| AGH Wealth Advisors, LLC | 5.57% | Reduce -25.0% | 89,115 | $7.6M |
| Burk Holdings LLC | 3.23% | Add +3.4% | 88,797 | $7.5M |
| Larson Financial Group LLC | 0.24% | Reduce -4.0% | 88,518 | $7.5M |
| Heritage Family Offices, LLP | 3.27% | Add +605.5% | 86,867 | $7.4M |
| Holcombe Financial, Inc. | 4.32% | Add +13.0% | 86,639 | $7.4M |
| Lifestyle Asset Management, Inc. | 2.39% | Add +13.3% | 86,321 | $7.3M |
| Jane Street Group, LLC | 0.01% | Reduce -94.9% | 86,224 | $7.3M |
| Western Reserve Capital Management, LLC | 5.78% | Add +3.1% | 83,032 | $7.0M |
| Orion Capital Management LLC | 2.42% | Add +52.2% | 82,763 | $7.0M |
| Proathlete Wealth Management LLC | 1.94% | Add +3.5% | 82,374 | $7.0M |
| Integrity Investment Advisors, LLC | 3.75% | Add +33.8% | 81,429 | $6.9M |
| Fiduciary Financial Advisors | 6.15% | — | 81,237 | $6.9M |
| Great Point Wealth Advisors, LLC | 1.27% | Reduce -1.9% | 80,858 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.34% | Reduce -3.6% | 80,406 | $6.8M |
| Nicholson Meyer Capital Management, Inc. | 5.20% | New | 79,944 | $6.8M |
| CoreCap Advisors, LLC | 0.23% | Add +6.3% | 79,876 | $6.8M |
| Midwestern Financial, LLC | 5.30% | Add +7.9% | 79,477 | $6.7M |
| Greenspring Advisors, LLC | 0.41% | Add +0.5% | 78,756 | $6.7M |
| Petros Family Wealth, LLC | 4.74% | Add +10.6% | 78,446 | $6.7M |
| E-Wealth Partners, LLC | 5.39% | Add +6.9% | 78,344 | $6.6M |
| Lakeridge Wealth Management LLC | 2.84% | Add +3.7% | 77,877 | $6.6M |
| Madrid Wealth Management, LLC | 4.97% | Add +24.6% | 77,618 | $6.6M |
| FMB Wealth Management | 2.68% | Add +6.6% | 76,358 | $6.5M |
| marrick wealth, LLC | 5.44% | Reduce -0.6% | 76,184 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.7% | 76,058 | $6.5M |
| Greenwich Wealth Management LLC | 0.26% | Add +26.2% | 75,697 | $6.4M |
| Sax Wealth Advisors, LLC | 0.31% | No change | 77,627 | $6.4M |
| Mariner, LLC | 0.01% | Add +27.3% | 74,651 | $6.3M |
| Wedmont Private Capital | 0.20% | Add +0.2% | 70,861 | $6.3M |
| Ferguson Johnson Wealth Management Inc | 5.04% | Add +0.9% | 73,274 | $6.2M |
| Brown Financial Advisors | 2.35% | Reduce -2.1% | 73,045 | $6.2M |
| Ariadne Wealth Management, LP | 2.78% | Add +0.3% | 73,041 | $6.2M |
| Certified Advisory Corp | 0.55% | Add +2.7% | 71,883 | $6.1M |
| Waterfront Wealth Inc. | 1.10% | Add +16.2% | 70,636 | $6.0M |
| True North Advisors, LLC | 0.68% | Add +1279.4% | 69,882 | $5.9M |
| Legacy Wealth Management, LLC / MS | 1.58% | New | 65,445 | $5.6M |
| IHT Wealth Management, LLC | 0.13% | Add +27.7% | 65,086 | $5.5M |
| Nicolet Bankshares Inc. | 0.20% | Add +450.4% | 64,758 | $5.5M |
| Meredith Wealth Planning | 1.49% | Add +63.2% | 64,897 | $5.5M |
| Kavar Capital Partners Group, LLC | 0.69% | Add +61.6% | 64,694 | $5.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Add +1.6% | 63,837 | $5.4M |
| Altar Rock LLC | 6.28% | Add +0.9% | 63,049 | $5.3M |
| BLVD Private Wealth, LLC | 4.59% | Add +0.3% | 62,207 | $5.3M |
| Owl Creek Wealth Partners LLC | 1.85% | — | 61,300 | $5.2M |
| True Wealth Design, LLC | 1.42% | Add +0.1% | 60,430 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Add +3.6% | 59,902 | $5.1M |
| Global Strategic Investment Solutions, LLC | 0.49% | Reduce -9.8% | 58,711 | $5.0M |
| ARK & TLK Investments, LLC | 1.35% | Add +15.1% | 58,631 | $5.0M |
| StrongBox Wealth, LLC | 1.59% | Add +52.8% | 58,444 | $5.0M |
| McCartney Wealth Management LLC | 4.17% | Add +0.8% | 58,339 | $4.9M |
| Bayshore Asset Management, LLC | 1.97% | Reduce -2.0% | 58,196 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +132.9% | 58,130 | $4.9M |
| SJS Investment Consulting Inc. | 0.60% | Add +53.9% | 57,857 | $4.9M |
| Retirement Income Solutions, Inc. | 0.84% | Add +22.0% | 57,749 | $4.9M |
| Advyzon Investment Management, LLC | 0.42% | Add +11.7% | 55,659 | $4.7M |
| Grove Bank & Trust | 0.53% | Add +5.7% | 55,028 | $4.7M |
| Citizens & Northern Corp. | 1.16% | No change | 54,809 | $4.6M |
| Evensky & Katz LLC | 0.26% | Reduce -0.5% | 54,276 | $4.6M |
| Anderson Hoagland & Co. | 0.39% | Reduce -9.0% | 53,989 | $4.6M |
| Glenview Trust Co | 0.07% | Add +87.4% | 53,612 | $4.5M |
| Arcadia Wealth Management, Inc. | 2.42% | Add +7.3% | 52,693 | $4.5M |
| Wheels Up Wealth, Inc. | 4.19% | Reduce -6.9% | 52,599 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 52,497 | $4.5M |
| Symmetry Partners, LLC | 0.25% | Reduce -1.3% | 52,185 | $4.4M |
| Flagstone Financial Management | 1.08% | Reduce -2.7% | 51,461 | $4.4M |
| Capstone Wealth Management, Inc. | 3.64% | Add +10.3% | 49,862 | $4.3M |
| Paladin Wealth, LLC | 2.94% | Add +10.2% | 50,359 | $4.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.46% | Reduce -9.3% | 50,271 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +21.8% | 51,210 | $4.2M |
| Family Office Research LLC | 1.82% | Reduce -1.0% | 49,479 | $4.2M |
| Cypress Point Wealth Management, LLC | 0.90% | Reduce -0.1% | 49,430 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +180.8% | 49,199 | $4.2M |
| Armbruster Capital Management, Inc. | 0.68% | Reduce -2.7% | 49,011 | $4.2M |
| Merited Wealth, LLC | 3.43% | Add +122.0% | 48,752 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -16.8% | 47,592 | $4.0M |
| Paul R. Ried Financial Group, LLC | 1.88% | Add +4.6% | 47,592 | $4.0M |
| Verus Wealth Management, LLC | 3.73% | Add +1.0% | 47,376 | $4.0M |
| Herold Advisors, Inc. | 0.86% | Add +5.9% | 46,426 | $3.9M |
| Heirloom Wealth Management | 0.70% | Add +24.2% | 46,017 | $3.9M |
| Jackson Thornton Wealth Management, LLC | 0.34% | Reduce -0.2% | 42,458 | $3.8M |
| Clear Creek Financial Management, LLC | 0.29% | Add +8.7% | 44,084 | $3.7M |
| Networth Advisors, LLC | 2.64% | Add +9.1% | 44,023 | $3.7M |
| Falcon Wealth Planning | 0.25% | Reduce -3.4% | 43,599 | $3.7M |
| Valued Wealth Advisors LLC | 1.50% | Reduce -24.8% | 43,531 | $3.7M |
| Plum Street Advisors, LLC | 1.27% | Reduce -1.1% | 43,267 | $3.7M |
| Outbound Financial Inc | 2.72% | Reduce -0.8% | 42,788 | $3.6M |
| Motco | 0.34% | Add +7.9% | 42,685 | $3.6M |
| Cauble & Harre Wealth Management, Inc. | 2.87% | Add +43.3% | 39,623 | $3.6M |
| Vise Technologies, Inc. | 0.07% | No change | 43,565 | $3.6M |
| Integrity Wealth Solutions LLC | 1.40% | Add +31.8% | 41,927 | $3.6M |
| Tortoise Investment Management, LLC | 0.29% | Add +10.8% | 41,812 | $3.5M |
| Quarry Hill Advisors, LLC | 1.45% | Reduce -0.1% | 38,585 | $3.5M |
| MCF Advisors LLC | 0.15% | Reduce -0.5% | 40,719 | $3.5M |
| Savvy Advisors, Inc. | 0.09% | Add +185.8% | 39,154 | $3.3M |
| Prospect Financial Group LLC | 3.06% | Add +6.2% | 39,002 | $3.3M |
| Citadel Advisors | 0.00% | Add +898.6% | 38,794 | $3.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -11.3% | 37,794 | $3.2M |
| Aire Advisors, LLC | 0.58% | Add +0.0% | 37,537 | $3.2M |
| Balance Wealth Partners LLC | 0.99% | Add +35.1% | 37,405 | $3.2M |
| Aspen Capital Management, LLC | 0.78% | Add +0.0% | 37,271 | $3.2M |
| Cozad Asset Management Inc. | 0.25% | Add +35.7% | 37,254 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +0.2% | 37,117 | $3.1M |
| Mattson Financial Services, LLC | 0.75% | Reduce -3.0% | 36,841 | $3.1M |
| Austin Asset Management Co Inc | 0.53% | Reduce -6.8% | 36,715 | $3.1M |
| Sterneck Capital Management, LLC | 1.38% | Add +3.9% | 36,306 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -13.7% | 36,009 | $3.1M |
| Magnolia Capital Advisors LLC | 0.60% | Reduce -52.0% | 35,896 | $3.0M |
| Approach Retirement Advisors, LLC | 2.52% | Reduce -1.9% | 35,670 | $3.0M |
| Golden State Wealth Management, LLC | 0.33% | Reduce -1.0% | 35,560 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +40.0% | 34,685 | $3.0M |
| Accurate Wealth Management, LLC | 0.36% | Add +116.3% | 33,208 | $3.0M |
| Milestone Asset Management Group, LLC | 1.73% | Add +7.2% | 34,972 | $3.0M |
| LexAurum Advisors, LLC | 0.39% | — | 34,828 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -9.4% | 34,193 | $2.9M |
| Mendota Financial Group, LLC | 2.14% | Add +15.4% | 33,996 | $2.9M |
| Betterment LLC | 0.01% | Add +53.6% | 33,849 | $2.9M |
| Cornerstone Wealth Partners, LLC | 1.62% | Add +14.7% | 33,699 | $2.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.59% | Reduce -7.4% | 33,402 | $2.8M |
| Accordant Advisory Group Inc | 1.74% | Reduce -0.6% | 33,137 | $2.8M |
| Haven Private, LLC | 1.22% | Reduce -0.1% | 33,087 | $2.8M |
| Level Financial Advisors | 0.70% | Add +3.1% | 32,220 | $2.7M |
| Factor Wealth Management LTD | 0.51% | Reduce -0.4% | 32,190 | $2.7M |
| Cascade Financial Partners, LLC | 0.28% | Reduce -4.7% | 31,627 | $2.7M |
| Endeavor Private Wealth, Inc. | 0.77% | Reduce -4.3% | 31,621 | $2.7M |
| L.K. Benson & Company, P.C. | 0.88% | Reduce -0.5% | 31,293 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | Add +1152.5% | 30,122 | $2.6M |
| Marathon Wealth Advisors LLC | 1.07% | Reduce -0.3% | 30,851 | $2.6M |
| Cerro Pacific Wealth Advisors LLC | 0.68% | Reduce -66.4% | 30,699 | $2.6M |
| Sunpointe, LLC | 0.84% | No change | 30,322 | $2.6M |
| Abacus Planning Group, Inc. | 0.34% | Reduce -33.6% | 29,970 | $2.5M |
| CAP Partners, LLC | 1.43% | Add +3.1% | 29,838 | $2.5M |
| Cetera Trust Company, N.A | 1.41% | No change | 29,437 | $2.5M |
| Nova R Wealth, Inc. | 0.79% | Reduce -0.1% | 29,233 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +13.1% | 28,951 | $2.5M |
| TFO Wealth Partners, LLC | 0.33% | Add +193.9% | 28,931 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.1% | 28,736 | $2.4M |
| Payne Capital LLC | 2.22% | Reduce -5.8% | 28,448 | $2.4M |
| SouthState Bank Corp | 0.11% | Add +1.7% | 28,441 | $2.4M |
| Nwam LLC | 0.14% | Add +2.4% | 28,317 | $2.4M |
| Keystone Financial Group | 0.16% | New | 28,195 | $2.4M |
| Prosperity Planning, Inc. | 0.85% | Add +4.7% | 27,935 | $2.4M |
| UMB Bank, n.a. | 0.03% | Add +1.5% | 27,851 | $2.4M |
| Transcendent Capital Group LLC | 1.07% | Add +1.0% | 27,673 | $2.3M |
| Maimon Wealth Management LTD. | 2.03% | Reduce -0.3% | 28,135 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +16.2% | 26,981 | $2.3M |
| Uptick Partners, LLC | 0.45% | Add +39.2% | 26,807 | $2.3M |
| Trailhead Planners LLC | 2.16% | Reduce -2.5% | 26,535 | $2.3M |
| RAM Investment Partners, LLC | 0.39% | Reduce -0.1% | 26,452 | $2.2M |
| Renaissance Technologies | 0.00% | New | 25,900 | $2.2M |
| Trademark Financial Management, LLC | 1.08% | Add +88.4% | 25,895 | $2.2M |
| Collective Family Office LLC | 0.49% | Reduce -7.0% | 25,813 | $2.2M |
| Brown Financial Advisory | 1.08% | No change | 25,603 | $2.2M |
| Private Wealth Management Group, LLC | 0.57% | Reduce -0.9% | 25,492 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 2.58% | Reduce -45.5% | 25,462 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +183.5% | 25,372 | $2.2M |
| Harbor Investment Advisory, LLC | 0.17% | Add +23.6% | 25,366 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.6% | 25,228 | $2.1M |
| Pacific Asset Management, LLC | 1.13% | Add +3.3% | 23,752 | $2.0M |
| Berman McAleer LLC | 0.27% | Reduce -2.4% | 23,509 | $2.0M |
| Evanson Asset Management, LLC | 0.11% | Add +3.7% | 23,481 | $2.0M |
| Rialto Wealth Management, LLC | 0.45% | Add +17.1% | 23,408 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +20.6% | 23,227 | $2.0M |
| Fonville Wealth Management LLC | 0.37% | Reduce -3.6% | 22,681 | $1.9M |
| Lam Group, Inc. | 1.05% | Reduce -4.9% | 22,550 | $1.9M |
| Life Planning Partners, Inc | 1.44% | Add +9.7% | 22,265 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.1% | 22,135 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Add +15.3% | 22,067 | $1.9M |
| North Ridge Wealth Advisors, Inc. | 1.05% | Reduce -15.8% | 22,055 | $1.9M |
| Seed Wealth Management, Inc. | 1.28% | Add +4.8% | 21,865 | $1.9M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -4.3% | 21,590 | $1.8M |
| Tandemgrowth Financial Advisors LLC | 1.72% | No change | 21,551 | $1.8M |
| Thayer Financial, L.L.C. | 1.85% | Add +3.2% | 21,363 | $1.8M |
| Smartleaf Asset Management LLC | 0.07% | Add +0.0% | 21,947 | $1.8M |
| Clear Point Advisors Inc. | 1.39% | Add +1.7% | 21,113 | $1.8M |
| Private Trust Co. NA | 0.16% | Add +2.3% | 20,919 | $1.8M |
| Tillman Hartley LLC | 0.44% | Add +82.3% | 20,641 | $1.8M |
| Aspirean Wealth, LLC | 1.89% | Add +21.9% | 20,508 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.2% | 20,358 | $1.7M |
| Avant Financial Advisors LLC | 1.16% | Add +0.2% | 19,446 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +30.9% | 19,435 | $1.6M |
| Eaton-Cambridge Inc. | 0.51% | Add +5.5% | 19,297 | $1.6M |
| Brooklyn Investment Group | 0.05% | Add +601.1% | 19,182 | $1.6M |
| Earned Wealth Advisors, LLC | 0.11% | Add +0.0% | 19,176 | $1.6M |
| Morris Financial Concepts, Inc. | 0.55% | Add +1.9% | 19,008 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Add +1.4% | 18,822 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.4% | 18,671 | $1.6M |
| FMR LLC | 0.00% | Add +42.6% | 17,823 | $1.5M |
| Apollon Financial, LLC | 0.21% | New | 17,707 | $1.5M |
| LRI Investments, LLC | 0.13% | No change | 17,675 | $1.5M |
| Evoke Wealth, LLC | 0.03% | Add +19.8% | 17,354 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.49% | Add +5.4% | 17,836 | $1.5M |
| Vanguard National Trust Co | 0.09% | — | 17,092 | $1.5M |
| Cogent Private Wealth, Inc. | 1.04% | Add +17.4% | 17,006 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 16,917 | $1.4M |
| Crusonia Wealth Advisors LLC | 0.30% | Add +0.2% | 16,905 | $1.4M |
| Tandem Investment Partners LLC | 1.21% | New | 16,770 | $1.4M |
| Poinciana Advisors Group, LLC | 1.11% | Reduce -10.0% | 16,648 | $1.4M |
| Riverchase Wealth Management, LLC | 0.73% | Add +6.8% | 16,580 | $1.4M |
| EnRich Financial Partners LLC | 0.37% | Add +38.7% | 16,531 | $1.4M |
| Leading Edge Financial Planning LLC | 0.29% | Add +3.3% | 16,366 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +1000.5% | 16,266 | $1.4M |
| Truepoint, Inc. | 0.03% | Reduce -4.0% | 16,250 | $1.4M |
| Accredited Investors Inc. | 0.07% | Add +309.4% | 16,083 | $1.4M |
| Breakwater Capital Group | 0.18% | Add +4.3% | 15,991 | $1.4M |
| Banque Transatlantique SA | 0.03% | New | 15,899 | $1.3M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | Add +116.3% | 15,569 | $1.3M |
| Bridgewealth Advisory Group, LLC | 0.27% | Add +11.0% | 15,439 | $1.3M |
| Bokf, NA | 0.02% | Add +97.4% | 15,310 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Add +12.9% | 15,180 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | Add +7.9% | 14,970 | $1.3M |
| Sensenig Capital Advisors, Inc | 1.30% | Add +55.4% | 14,892 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +85.5% | 14,835 | $1.3M |
| Harbor Asset Planning, Inc. | 1.05% | Add +166.9% | 14,765 | $1.3M |
| Financial Partners Group, Inc | 0.15% | New | 14,710 | $1.2M |
| ATX Financial Planning, LLC | 0.94% | New | 14,655 | $1.2M |
| Spartan Wealth Advisory Services LLC | 0.11% | — | 14,360 | $1.2M |
| RW Investment Management LLC | 0.12% | — | 14,308 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +176.6% | 13,911 | $1.2M |
| Aurelius Family Office LLC | 0.50% | Reduce -9.8% | 13,623 | $1.2M |
| Coquina Private Wealth LLC | 0.93% | Add +1.0% | 13,616 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 13,411 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +8.7% | 13,363 | $1.1M |
| Hardin Capital Partners, LLC | 0.51% | Add +0.6% | 12,997 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,988 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.9% | 12,952 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +221.1% | 12,781 | $1.1M |
| Everpar Advisors LLC | 0.37% | New | 12,709 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | Add +16.0% | 12,588 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +12.5% | 12,500 | $1.1M |
| Allodium Investment Consultants, LLC | 0.50% | Add +10.8% | 12,186 | $1.0M |
| GEM Asset Management, LLC | 0.46% | Reduce -0.1% | 12,176 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -53.1% | 12,142 | $1.0M |
| Platt Wealth Management LLC | 1.00% | New | 12,150 | $1.0M |
| Financial Futures Ltd Liability Co. | 0.44% | Reduce -4.5% | 11,873 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +53.8% | 11,873 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +12.7% | 11,277 | $957K |
| Vawter Financial, Ltd. | 0.40% | Add +159.2% | 11,264 | $956K |
| Ifrah Financial Services, Inc. | 0.25% | Reduce -0.7% | 11,087 | $941K |
| Proactive Wealth Strategies LLC | 0.18% | New | 11,069 | $939K |
| Ridgeline Wealth, LLC | 0.66% | Reduce -9.6% | 10,846 | $920K |
| Bison Wealth, LLC | 0.09% | Add +1.7% | 10,020 | $916K |
| First Trust Advisors LP | 0.00% | Reduce -4.9% | 10,509 | $892K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +93.1% | 10,495 | $890K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -6.3% | 10,352 | $878K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +138.2% | 10,312 | $875K |
| A4 Wealth Advisors LLC | 0.71% | Reduce -33.5% | 10,131 | $860K |
| Advisor OS, LLC | 0.06% | Reduce -6.3% | 9,944 | $844K |
| Visionary Horizons, LLC | 0.41% | Add +10.1% | 9,898 | $840K |
| Hilltop Holdings Inc. | 0.08% | New | 9,790 | $831K |
| Decker Retirement Planning Inc. | 0.38% | Reduce -5.5% | 9,787 | $830K |
| Spire Wealth Management | 0.03% | Add +10.1% | 9,608 | $815K |
| Frankly Finances, LLC | 0.73% | Add +10.5% | 9,500 | $806K |
| Financial Management Network Inc. | 0.12% | New | 8,862 | $790K |
| MOR Wealth Management, LLC | 0.36% | Add +15.7% | 9,222 | $782K |
| MN Wealth Advisors, LLC | 0.38% | Reduce -0.6% | 9,176 | $779K |
| Brown Advisory Inc. | 0.00% | No change | 9,155 | $777K |
| Arrowroot Family Office, LLC | 0.25% | Add +9.7% | 8,961 | $760K |
| JM2 Capital Inc. | 0.61% | Add +45.5% | 8,738 | $741K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Add +1.7% | 8,661 | $735K |
| Forum Financial Management, LP | 0.01% | Reduce -12.3% | 8,657 | $734K |
| Peck Wealth Management, LLC | 0.73% | New | 8,621 | $731K |
| Cloud Capital Management, LLC | 0.31% | Add +0.7% | 8,462 | $717K |
| Bannerman Wealth Management Group, LLC | 0.48% | No change | 8,335 | $707K |
| Caerus Investment Advisors, LLC | 0.30% | New | 8,300 | $704K |
| Camarda Financial Advisors, LLC | 0.37% | Reduce -3.5% | 8,249 | $700K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.8% | 8,229 | $698K |
| Empire Financial Management Company, LLC | 0.15% | Add +4.9% | 7,951 | $675K |
| Bank of Marin | 0.48% | Add +3.4% | 7,738 | $656K |
| Diversified Trust Co. | 0.01% | No change | 7,560 | $641K |
| Prime Buchholz LLC | 0.33% | New | 7,511 | $637K |
| Quadrature Capital Ltd | 0.01% | Reduce -57.2% | 7,502 | $636K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 7,380 | $626K |
| Thrive Wealth Management, LLC | 0.09% | New | 7,369 | $625K |
| Medallion Wealth Advisors, LLC | 0.20% | Add +11332.3% | 7,088 | $601K |
| Avior Wealth Management, LLC | 0.02% | Reduce -7.7% | 6,973 | $592K |
| Cooper/Haims Advisors, LLC | 0.27% | Add +0.1% | 6,769 | $574K |
| Navigoe, LLC | 0.34% | No change | 6,751 | $572K |
| Element Wealth, LLC | 0.24% | Add +40.3% | 6,711 | $569K |
| Aprio Wealth Management, LLC | 0.03% | Add +4.3% | 6,547 | $555K |
| Bogart Wealth, LLC | 0.02% | Add +33.8% | 6,499 | $551K |
| KKM Financial LLC | 0.10% | No change | 6,666 | $549K |
| SRH Advisors, LLC | 0.16% | Add +54.3% | 6,444 | $547K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +25.8% | 6,251 | $530K |
| Sprinkle Financial Consultants LLC | 0.24% | Add +0.1% | 6,241 | $529K |
| Inspire Advisors, LLC | 0.04% | New | 6,219 | $528K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,146 | $521K |
| Stonebrook Private Inc. | 0.11% | Add +16.3% | 6,075 | $515K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 6,061 | $514K |
| Accelerate Investment Advisors LLC | 0.34% | Add +0.0% | 5,982 | $508K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.1% | 5,953 | $505K |
| Ares Financial Consulting, LLC | 0.38% | Add +0.1% | 5,642 | $486K |
| Tyche Wealth Partners LLC | 0.07% | New | 5,564 | $472K |
| New Dimensions Wealth Management, LLC | 0.40% | No change | 5,547 | $471K |
| RMR Wealth Builders | 0.04% | No change | 5,513 | $468K |
| Operose Advisors LLC | 0.11% | Add +13.5% | 5,475 | $465K |
| L & S Advisors Inc | 0.06% | Add +1.1% | 5,451 | $462K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -14.4% | 5,428 | $460K |
| Parcion Private Wealth LLC | 0.03% | No change | 5,390 | $457K |
| Vistica Wealth Advisors, LLC | 0.46% | Add +38.1% | 5,381 | $457K |
| Fort Vancouver Investment Management, LLC | 0.23% | Reduce -8.0% | 5,380 | $456K |
| US Bancorp \de | 0.00% | Add +914.5% | 5,377 | $456K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -1.2% | 5,351 | $454K |
| Atala Financial Inc | 0.30% | No change | 5,249 | $453K |
| Alpha Financial Advisors, LLC | 0.14% | No change | 5,322 | $452K |
| Independent Financial Group, LLC | 0.01% | Add +61.1% | 5,315 | $451K |
| D'Orazio & Associates, Inc. | 0.06% | New | 5,304 | $450K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -7.7% | 5,268 | $447K |
| Aspiriant, LLC | 0.01% | No change | 5,112 | $434K |
| Prosperitas Financial LLC | 0.16% | Add +58.1% | 5,096 | $432K |
| Intelligent Financial Strategies | 0.23% | No change | 5,090 | $432K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -0.0% | 5,064 | $430K |
| Global Trust Wealth Management LLC | 0.32% | Reduce -4.7% | 5,051 | $429K |
| Andrews, Lucia Wealth Management LLC | 0.25% | New | 5,004 | $425K |
| PFG Investments, LLC | 0.02% | Reduce -3.1% | 4,998 | $424K |
| Asset Dedication, LLC | 0.03% | Reduce -3.5% | 4,869 | $413K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,839 | $411K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,712 | $400K |
| High Net Worth Advisory Group LLC | 0.09% | Add +62.8% | 4,580 | $389K |
| Oceanside Advisors LLC | 0.22% | Reduce -0.4% | 4,507 | $382K |
| BFI Wealth Solutions, LLC | 0.36% | New | 4,346 | $377K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,434 | $376K |
| KPP Advisory Services LLC | 0.05% | New | 4,425 | $375K |
| Commerce Bank | 0.00% | New | 4,377 | $371K |
| Alkeme Wealth, LLC | 0.15% | No change | 4,271 | $362K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 4,253 | $361K |
| Summit Financial Strategies, Inc. | 0.03% | Add +21.3% | 4,253 | $361K |
| Trust Co | 0.03% | Add +64.3% | 4,212 | $357K |
| Arax Advisory Partners | 0.01% | Add +23.3% | 3,933 | $355K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 4,125 | $350K |
| Goldstein Advisors, LLC | 0.04% | Reduce -97.3% | 4,125 | $350K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,084 | $346K |
| Keb Asset Management, LLC | 0.07% | No change | 4,035 | $342K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,843 | $339K |
| Stonehearth Capital Management, LLC | 0.13% | Reduce -11.1% | 3,949 | $335K |
| Lunt Capital Management, Inc. | 0.13% | No change | 3,910 | $332K |
| Blue Trust, Inc. | 0.00% | No change | 3,890 | $330K |
| Gambit Capital Management, LLC | 0.24% | No change | 3,885 | $330K |
| Cypress Wealth Services, LLC | 0.05% | No change | 3,881 | $329K |
| Triad Wealth Partners, LLC | 0.03% | Add +12.5% | 3,870 | $328K |
| Copley Financial Group, Inc. | 0.20% | Reduce -4.5% | 3,847 | $326K |
| Ameritas Advisory Services, LLC | 0.01% | Add +35.4% | 3,825 | $325K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,806 | $323K |
| Austin Wealth Management, LLC | 0.07% | New | 3,733 | $322K |
| Seeds Investor LLC | 0.04% | New | 3,533 | $320K |
| Curi Capital, LLC | 0.01% | New | 3,764 | $319K |
| Perkins Coie Trust Co | 0.06% | New | 3,688 | $313K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.6% | 3,660 | $311K |
| FFT Wealth Management LLC | 0.06% | No change | 3,653 | $310K |
| Facet Wealth, Inc. | 0.01% | Add +29.7% | 3,619 | $307K |
| Atlas Brown,Inc. | 0.09% | Add +7.0% | 3,555 | $302K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +8.9% | 3,512 | $298K |
| Mainsail Asset Management, LLC | 0.13% | Add +0.1% | 3,505 | $297K |
| Directional Asset Management | 0.27% | New | 3,489 | $296K |
| Ritholtz Wealth Management | 0.01% | No change | 3,452 | $293K |
| Magnus Financial Group LLC | 0.02% | Reduce -79.6% | 3,402 | $289K |
| Citizens Financial Group Inc. | 0.00% | Add +10.6% | 3,388 | $287K |
| Interchange Capital Partners, LLC | 0.09% | New | 3,375 | $286K |
| Moors & Cabot, Inc. | 0.01% | New | 3,344 | $284K |
| Glenmede Trust Co. NA | 0.00% | New | 3,321 | $282K |
| Impact Partnership Wealth, LLC | 0.03% | Add +12.9% | 3,316 | $281K |
| Brand Asset Management Group, Inc. | 0.07% | New | 3,301 | $280K |
| Sanchez Levi Garrett | 0.18% | — | 3,295 | $280K |
| Thrivent Financial for Lutherans | 0.00% | No change | 3,291 | $279K |
| Brookstone Capital Management | 0.00% | Reduce -44.6% | 3,271 | $277K |
| XTX Topco Ltd | 0.00% | New | 3,267 | $277K |
| Lauterbach Financial Advisors, LLC | 0.13% | New | 3,140 | $266K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.2% | 3,134 | $266K |
| Rinkey Investments | 0.07% | New | 3,051 | $259K |
| Yukon Wealth Management, Inc. | 0.15% | No change | 3,021 | $256K |
| Well Done, LLC | 0.04% | No change | 2,983 | $253K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.0% | 2,894 | $246K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,869 | $243K |
| HRT Financial LP | 0.00% | Reduce -50.4% | 2,868 | $243K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,856 | $242K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 2,843 | $241K |
| Satovsky Asset Management LLC | 0.04% | Add +0.1% | 2,833 | $240K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -29.3% | 2,792 | $237K |
| Cambridge Financial Group, LLC | 0.08% | New | 2,727 | $231K |
| True Link Financial Advisors, LLC | 0.01% | No change | 2,720 | $231K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -0.4% | 2,444 | $211K |
| Verus Financial Partners, Inc. | 0.02% | Add +0.1% | 2,336 | $211K |
| Parkshore Wealth Management, Inc. | 0.07% | Add +0.1% | 2,478 | $210K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | New | 2,457 | $208K |
| Smith & Howard Wealth Management, LLC | 0.04% | No change | 2,455 | $208K |
| Hexagon Capital Partners LLC | 0.03% | New | 2,446 | $208K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | New | 2,446 | $207K |
| Narus Financial Partners, LLC | 0.05% | New | 2,420 | $205K |
| Landing Point Financial Group, LLC | 0.10% | New | 2,419 | $205K |
| Wealth Architects, LLC | 0.02% | New | 2,416 | $205K |
| Comprehensive Financial Planning, Inc. | 0.14% | Add +94.1% | 2,413 | $205K |
| Paladin Advisory Group, LLC | 0.15% | Add +17.0% | 2,393 | $203K |
| Accel Wealth Management | 0.05% | Reduce -9.8% | 2,383 | $202K |
| Parkwoods Wealth Partners, LLC | 0.05% | New | 2,372 | $201K |
| Santori & Peters, Inc. | 0.06% | New | 2,364 | $201K |
| 3 Factor Indexing, LLC | 0.18% | — | 2,257 | $191K |
| 1620 Investment Advisors, Inc. | 0.12% | Reduce -3.9% | 2,122 | $180K |
| Signature Equity Partners, LLC | 0.10% | Add +22.4% | 2,101 | $178K |
| IFP Advisors, Inc | 0.00% | Add +33.8% | 2,075 | $176K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.1% | 2,068 | $175K |
| Salomon & Ludwin, LLC | 0.02% | No change | 1,988 | $170K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 1,888 | $160K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.7% | 1,805 | $153K |
| Mather Group, Llc. | 0.00% | New | 1,761 | $149K |
| Advisortrust Partners, LLC | 0.06% | New | 1,707 | $145K |
| WealthShield Partners, LLC | 0.02% | No change | 1,700 | $144K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 1,697 | $144K |
| Creative Capital Management Investments LLC | 0.04% | No change | 1,649 | $140K |
| Bank of New Hampshire | 0.03% | Reduce -0.1% | 1,613 | $137K |
| Rothschild Investment LLC | 0.01% | Add +737.7% | 1,533 | $130K |
| Clearstead Advisors, LLC | 0.00% | New | 1,478 | $125K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -2.8% | 1,477 | $125K |
| Redwood Park Advisors LLC | 0.09% | Add +0.1% | 1,421 | $121K |
| Evolution Wealth Management Inc. | 0.08% | No change | 1,331 | $113K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1969.5% | 1,221 | $104K |
| Global Trust Asset Management, LLC | 0.04% | No change | 1,130 | $96K |
| Monetary Solutions, Ltd | 0.08% | Add +30.2% | 1,035 | $88K |
| Nemes Rush Group LLC | 0.01% | No change | 825 | $70K |
| Your Advocates Ltd., LLP | 0.02% | No change | 818 | $69K |
| Crewe Advisors LLC | 0.01% | No change | 788 | $67K |
| Johnson Financial Group, Inc. | 0.00% | Add +2373.3% | 742 | $63K |
| Dunhill Financial, LLC | 0.01% | No change | 721 | $61K |
| REAP Financial Group, LLC | 0.01% | No change | 717 | $61K |
| Vanguard Advisers Inc. | 0.00% | — | 703 | $60K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -2.1% | 662 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +39.0% | 634 | $54K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 589 | $50K |
| Eastern Bank | 0.00% | No change | 550 | $47K |
| RHL Group, LLC | 0.04% | Add +15.9% | 533 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | New | 530 | $45K |
| Kings Path Partners LLC | 0.01% | Add +1.8% | 504 | $43K |
| Marquette Asset Management, LLC | 0.01% | No change | 497 | $42K |
| Global Wealth Strategies & Associates | 0.01% | No change | 450 | $38K |
| Protective Life Corp. | 0.10% | New | 354 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -17.9% | 349 | $30K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.1% | 334 | $28K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -90.7% | 322 | $27K |
| Signaturefd, LLC | 0.00% | Add +454.7% | 294 | $25K |
| Team Financial Group, LLC | 0.01% | Add +184.5% | 293 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +289.2% | 253 | $21K |
| YANKCOM Partnership | 0.01% | No change | 228 | $19K |
| GAMMA Investing LLC | 0.00% | Add +5.6% | 227 | $19K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 224 | $19K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -86.9% | 211 | $18K |
| Kingdom Financial Group LLC. | 0.01% | No change | 211 | $18K |
| MBM Wealth Consultants, LLC | 0.00% | New | 201 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 198 | $17K |
| Bfsg, LLC | 0.00% | No change | 190 | $16K |
| Family Capital Trust Co | 0.01% | Add +492.9% | 166 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 164 | $14K |
| Albion Financial Group | 0.00% | New | 163 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 147 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +2.9% | 144 | $12K |
| Pacifica Partners Inc. | 0.00% | New | 109 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Add +678.6% | 109 | $9K |
| Wellington-Altus USA Inc. | 0.00% | No change | 87 | $8K |
| Angeles Wealth Management, LLC | 0.00% | No change | 85 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +14.3% | 80 | $7K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -1.6% | 63 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 59 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 57 | $5K |
| Simplex Trading, LLC | 0.00% | Add +30.2% | 56 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +30.8% | 34 | $3K |
| Strive Financial Group ,LLC | 0.00% | New | 23 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 23 | $2K |
| Key Financial Inc | 0.00% | No change | 17 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $859 |
| Addison Advisors LLC | 0.00% | No change | 10 | $847 |
"% of holder's portfolio" is AVDE's weight in each manager's 13F, not the share of Avantis International Equity the manager owns.