Avantis International EquityAVDEETF
13F holders, Q2 2026 (June 30)728holders +52
76new positions
24sold out
4famous investors
$89.04avg. 13F price*
At the end of Q2 2026, 728 institutions reported holding Avantis International Equity (AVDE) in their 13F filings, up 52 from Q1 2026. 76 opened new positions and 24 sold out. The largest holders were Ameriprise Financial Inc. ($787.7M), American Century Companies Inc. ($547.6M) and LPL Financial LLC ($502.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis International Equity
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $140.0M |
| Exits | 24 | $40.6M |
All 13F filers, Q1 2026 → Q2 2026: 23,384,363 shares bought and 4,755,141 shares sold, net +18,629,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 728 holders
| Ameriprise Financial Inc. | 0.16% | Add +17.7% | 8,831,440 | $787.7M |
| American Century Companies Inc. | 0.24% | Add +22.1% | 6,138,581 | $547.6M |
| LPL Financial LLC | 0.11% | Add +31.9% | 5,634,103 | $502.6M |
| Wealth Enhancement Advisory Services, LLC | 0.80% | Add +14.7% | 5,369,195 | $479.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +6.8% | 5,248,750 | $468.2M |
| Mission Wealth Management, LP | 5.72% | Add +51.1% | 5,149,175 | $459.3M |
| Bank of America Corp. | 0.03% | Add +9.8% | 4,397,843 | $392.3M |
| Morgan Stanley | 0.02% | Add +13.9% | 4,388,303 | $391.4M |
| Bank of New York Mellon Corp | 0.06% | Add +440.7% | 4,356,688 | $388.6M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +17.2% | 4,148,065 | $370.0M |
| PNC Financial Services Group, Inc. | 0.14% | Add +5.5% | 3,267,330 | $291.4M |
| Rockwood Wealth Management, LLC | 17.85% | Add +5.2% | 3,165,871 | $282.4M |
| Vantagepoint Investment Advisers LLC | 1.95% | Add +0.3% | 2,919,800 | $260.4M |
| Wells Fargo & Company | 0.04% | Add +58.8% | 2,886,060 | $257.4M |
| HighTower Advisors, LLC | 0.23% | Add +1.8% | 2,673,605 | $238.5M |
| Corient Private Wealth LP | 0.28% | Reduce -54.6% | 2,271,682 | $202.6M |
| Maseco LLP | 5.04% | Add +2.6% | 2,008,367 | $179.2M |
| Advance Capital Management, Inc. | 5.35% | Add +7.0% | 1,854,102 | $165.4M |
| Raymond James Financial Inc. | 0.04% | Add +16.1% | 1,755,170 | $156.6M |
| UBS Group AG | 0.02% | Add +8.8% | 1,727,133 | $154.1M |
| HB Wealth Management, LLC | 0.85% | Add +1.7% | 1,693,261 | $151.0M |
| Modern Wealth Management, LLC | 1.64% | Add +90.6% | 1,542,262 | $137.6M |
| Annex Advisory Services, LLC | 2.29% | Reduce -3.3% | 1,504,548 | $134.2M |
| Gradient Investments LLC | 1.78% | Add +2.2% | 1,445,630 | $129.0M |
| Oak Root LLC | 14.05% | No change | 1,427,068 | $127.3M |
| Fifth Third Bancorp | 0.18% | Add +16.2% | 1,262,823 | $112.6M |
| Waverly Advisors, LLC | 0.63% | Add +41.4% | 1,222,477 | $109.0M |
| Financial Plan, Inc. | 10.23% | Add +1.9% | 1,209,058 | $107.8M |
| Focus Partners Wealth | 0.11% | Reduce -8.6% | 1,178,813 | $105.2M |
| Greenup Street Wealth Management LLC | 11.50% | Reduce -2.5% | 1,058,929 | $94.5M |
| Parallel Advisors, LLC | 1.43% | Add +13.1% | 1,046,145 | $93.3M |
| GW Henssler & Associates Ltd. | 4.09% | Add +2.3% | 1,030,458 | $91.9M |
| First National Trust Co | 3.06% | Reduce -0.7% | 1,009,714 | $90.1M |
| Diversified Portfolios, Inc. | 6.43% | Add +6.6% | 994,311 | $88.7M |
| Beacon Pointe Advisors, LLC | 0.38% | Reduce -0.9% | 926,373 | $82.6M |
| Werba Rubin Papier Wealth Management | 9.49% | Add +4.9% | 876,278 | $78.2M |
| Plancorp, LLC | 1.88% | Reduce -0.2% | 862,580 | $77.0M |
| &partners | 0.31% | Add +8.1% | 858,519 | $76.6M |
| Cerity Partners LLC | 0.09% | Reduce -1.3% | 846,764 | $75.5M |
| Apella Capital, LLC | 1.05% | Add +9.4% | 828,607 | $74.4M |
| Correct Capital Wealth Management | 12.45% | Add +1.5% | 809,847 | $72.2M |
| Simplicity Wealth,LLC | 2.40% | Add +22.8% | 795,696 | $71.0M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +35.4% | 785,624 | $70.1M |
| Savant Capital, LLC | 0.20% | Add +7.4% | 773,812 | $69.0M |
| Atwood & Palmer Inc. | 3.67% | Add +0.5% | 771,462 | $68.8M |
| JNBA Financial Advisors | 5.20% | Add +8.7% | 769,910 | $68.7M |
| ESL Trust Services, LLC | 11.38% | Add +0.0% | 748,227 | $66.7M |
| HUB Investment Partners, LLC | 1.21% | Add +8.1% | 736,719 | $65.7M |
| Cresset Asset Management, LLC | 0.24% | Add +6.9% | 723,784 | $64.6M |
| JSF Financial, LLC | 10.27% | Add +6.4% | 714,806 | $63.8M |
| CGN Advisors LLC | 4.53% | Add +12.6% | 694,974 | $62.0M |
| Creative Planning | 0.04% | Add +11.2% | 686,681 | $61.3M |
| Kestra Advisory Services, LLC | 0.20% | Add +14.4% | 681,091 | $60.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -11.7% | 644,212 | $57.5M |
| Bridgewater Advisors Inc. | 3.03% | Add +10.1% | 607,391 | $55.6M |
| BSW Wealth Partners | 5.94% | Reduce -2.3% | 599,240 | $53.5M |
| McLean Asset Management Corp | 7.06% | Add +7.7% | 585,863 | $53.4M |
| Versant Capital Management, Inc | 4.70% | Add +0.5% | 587,841 | $52.4M |
| Harbour Investments, Inc. | 0.71% | Add +8.0% | 587,109 | $52.4M |
| JPMorgan Chase & Co. | 0.00% | Add +30.8% | 555,377 | $49.4M |
| Jones Financial Companies LLLP | 0.02% | Add +24.6% | 554,433 | $49.1M |
| Foster & Motley Inc. | 2.23% | Add +36.2% | 543,156 | $48.5M |
| Foundations Investment Advisors, LLC | 0.49% | Add +8.2% | 529,917 | $47.3M |
| Family Investment Center, Inc. | 7.59% | Add +12.3% | 512,323 | $45.7M |
| EP Wealth Advisors, LLC | 0.17% | Add +288.6% | 504,383 | $45.0M |
| Legacy Financial Strategies, LLC | 6.68% | Add +2.9% | 483,677 | $43.1M |
| Zhang Financial LLC | 1.24% | Add +5.2% | 475,617 | $42.4M |
| Prime Capital Investment Advisors, LLC | 0.40% | Add +26.7% | 464,198 | $41.4M |
| Quantum Financial Advisors, LLC | 4.09% | Add +1.4% | 463,319 | $41.3M |
| CVA Family Office, LLC | 3.70% | Add +6.5% | 457,745 | $40.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.1% | 449,387 | $40.1M |
| HORAN Wealth, LLC | 4.75% | Add +47.1% | 426,053 | $38.0M |
| Visionary Wealth Advisors | 1.48% | Add +52.7% | 420,371 | $37.5M |
| Royal Bank of Canada | 0.01% | Add +22.1% | 419,960 | $37.5M |
| Park Avenue Securities LLC | 0.23% | Add +13.5% | 415,767 | $37.1M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Add +11.4% | 414,689 | $37.0M |
| Pacific Life Fund Advisors LLC | 4.02% | Reduce -2.7% | 410,408 | $36.6M |
| Highland Financial Advisors, LLC | 7.95% | Add +66.2% | 405,093 | $36.1M |
| IAM Advisory, LLC | 6.92% | Reduce -0.1% | 398,427 | $35.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.4% | 386,895 | $34.5M |
| Perkins Coie Trust Co | 5.66% | Add +10279.3% | 382,790 | $34.1M |
| BCR Wealth Strategies, LLC | 9.57% | Add +11.9% | 381,816 | $34.1M |
| Compass Ion Advisors, LLC | 2.85% | Add +1.9% | 370,077 | $33.0M |
| Modera Wealth Management, LLC | 0.35% | Reduce -2.7% | 367,306 | $32.8M |
| Financial Enhancement Group LLC | 3.80% | Add +9.2% | 356,732 | $31.8M |
| Strategic Blueprint, LLC | 1.59% | Add +1.1% | 355,855 | $31.7M |
| Osaic Holdings, Inc. | 0.04% | Add +39.1% | 354,773 | $31.7M |
| WCG Wealth Advisors LLC | 0.75% | Add +4.3% | 353,800 | $31.6M |
| Kelman-Lazarov, Inc. | 4.12% | Reduce -0.6% | 352,258 | $31.4M |
| Searcy Financial Services Inc. | 10.22% | Reduce -0.5% | 341,527 | $30.5M |
| Symphony Financial, Ltd. Co. | 3.27% | Add +9.8% | 335,841 | $29.9M |
| SC&H Financial Advisors, Inc. | 3.93% | Add +0.5% | 332,244 | $29.6M |
| Cardiff Park Advisors, LLC | 2.29% | Add +2.6% | 330,466 | $29.5M |
| Krilogy Financial LLC | 0.87% | Add +2.2% | 328,620 | $29.3M |
| 55 North Private Wealth, LLC | 5.73% | Add +11.9% | 326,631 | $29.1M |
| ACT Advisors, LLC. | 9.63% | Add +3.9% | 324,608 | $29.0M |
| Echo Wealth Management, LLC | 14.63% | Add +8.5% | 321,389 | $28.7M |
| Yardley Wealth Management LLC | 12.93% | Add +4.7% | 319,168 | $28.5M |
| B&D White Capital Company, LLC | 2.80% | Add +2.7% | 315,797 | $28.2M |
| OneDigital Investment Advisors LLC | 0.24% | Add +0.8% | 314,914 | $28.1M |
| HTG Investment Advisors, Inc. | 7.02% | Add +7.4% | 306,872 | $27.4M |
| Grand Wealth Management, LLC | 11.10% | Add +11.1% | 298,688 | $26.6M |
| Oak Wealth Advisors LLC | 12.78% | Add +0.9% | 298,639 | $26.6M |
| Red Lighthouse Investment Management, LLC | 7.94% | Add +0.2% | 298,615 | $26.6M |
| IAG Wealth Partners, LLC | 2.61% | Add +15.8% | 296,039 | $26.4M |
| Liberty Square Wealth Partners LLC | 6.28% | Add +12.5% | 295,581 | $26.4M |
| Tarbox Family Office, Inc. | 3.78% | Reduce -0.1% | 295,495 | $26.4M |
| CENTRAL TRUST Co | 0.48% | Add +17.7% | 294,699 | $26.3M |
| RVW Wealth, LLC | 1.72% | Add +0.6% | 292,799 | $26.1M |
| Bluespring Wealth Management, LLC | 0.50% | New | 292,710 | $26.1M |
| Baird Financial Group, Inc. | 0.04% | Add +8.0% | 288,960 | $25.8M |
| Copper Harbor Investment Advisors, LLC | 5.44% | — | 288,147 | $25.7M |
| First National Bank Sioux Falls | 7.03% | No change | 284,980 | $25.7M |
| BWM Planning, LLC | 5.95% | Add +1.0% | 287,431 | $25.6M |
| MAI Capital Management | 0.10% | Add +59.7% | 282,879 | $25.2M |
| Elyxium Wealth, LLC | 2.64% | Add +157.9% | 281,339 | $25.1M |
| Private Advisor Group, LLC | 0.11% | Reduce -14.1% | 278,559 | $24.8M |
| Allworth Financial LP | 0.10% | Add +37.0% | 276,538 | $24.7M |
| Wilkerson Advisory Group LLC | 7.52% | Add +2.5% | 274,672 | $24.5M |
| Mason & Associates Inc | 3.93% | Add +0.5% | 272,600 | $24.3M |
| Caliber Wealth Management, LLC / KS | 2.35% | Add +1.0% | 272,559 | $24.3M |
| Cannon Financial Strategists, Inc. | 2.74% | Add +2.9% | 269,845 | $24.1M |
| Pearl Planning LLC | 10.74% | Add +13.3% | 261,773 | $23.4M |
| D L Carlson Investment Group Inc. | 3.71% | Add +5.4% | 261,549 | $23.3M |
| MML Investors Services, LLC | 0.05% | Add +26.8% | 261,261 | $23.3M |
| Freedom Financial Partners LLC | 7.57% | Add +0.4% | 260,413 | $23.2M |
| JRM Investment Counsel, LLC | 5.65% | Add +1.5% | 260,135 | $23.2M |
| Axiom Financial Strategies, LLC | 6.99% | Add +3.4% | 250,119 | $22.3M |
| Trellis Wealth Advisors LLC | 7.66% | Add +0.8% | 250,006 | $22.3M |
| Indivisible Partners | 1.25% | Add +37.6% | 247,271 | $22.1M |
| Torren Management, LLC | 10.93% | Reduce -5.7% | 240,973 | $21.5M |
| NewEdge Advisors, LLC | 0.06% | Add +13.9% | 240,553 | $21.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +70.7% | 236,996 | $21.1M |
| Bcwm, LLC | 6.18% | Reduce -4.8% | 236,843 | $21.1M |
| Lifestyle Asset Management, Inc. | 5.68% | Add +174.3% | 236,820 | $21.1M |
| EverSource Wealth Advisors, LLC | 0.70% | Reduce -16.6% | 231,308 | $20.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.03% | Reduce -1.4% | 231,296 | $20.6M |
| Purpose Unlimited Inc. | 0.79% | Add +6.0% | 230,952 | $20.6M |
| Burton Enright Welch | 2.31% | Reduce -1.8% | 220,226 | $19.6M |
| Disciplina Capital Management LLC | 1.95% | Reduce -9.1% | 211,545 | $18.9M |
| Independence Bank of Kentucky | 2.10% | Add +15.0% | 208,983 | $18.6M |
| Chilton Capital Management LLC | 0.59% | Reduce -3.3% | 208,056 | $18.6M |
| Fiduciary Financial Advisors | 1.88% | Add +155.6% | 207,668 | $18.5M |
| Hennion & Walsh Asset Management, Inc. | 0.52% | New | 203,767 | $18.2M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +2.0% | 201,273 | $18.0M |
| WMG Financial Advisors, LLC | 6.73% | Add +2.0% | 200,299 | $17.9M |
| Broadway Wealth Solutions, Inc. | 8.30% | Add +3.5% | 199,247 | $17.8M |
| World Investment Advisors | 0.29% | No change | 208,978 | $17.7M |
| Raffa Wealth Management, LLC | 2.19% | Add +15.4% | 194,650 | $17.4M |
| Summit Financial, LLC | 0.19% | Reduce -7.7% | 194,245 | $17.3M |
| Signature Resources Capital Management, LLC | 6.79% | Add +8.0% | 193,179 | $17.2M |
| Boyum Wealth Architects LLC | 6.64% | Add +7.0% | 186,730 | $16.7M |
| Stephens Inc. | 0.19% | Reduce -0.8% | 186,102 | $16.6M |
| FAS Wealth Partners, Inc. | 0.86% | Add +5.3% | 186,014 | $16.6M |
| Websterrogers Financial Advisors, LLC | 4.25% | Reduce -2.7% | 185,862 | $16.6M |
| Canvas Wealth Advisors, LLC | 2.31% | Add +4.5% | 185,740 | $16.6M |
| Meridian Wealth Advisors, LLC | 1.85% | Add +11.9% | 182,184 | $16.3M |
| Elevation Wealth Partners, LLC | 4.83% | Add +4.9% | 180,570 | $16.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +5.7% | 176,772 | $15.8M |
| Align Financial, LLC | 7.75% | Add +2.9% | 175,070 | $15.6M |
| Clarion Wealth Managment Partners, LLC | 12.55% | Add +21.1% | 174,309 | $15.5M |
| Awm Capital, LLC | 1.23% | Reduce -4.1% | 172,857 | $15.4M |
| Quantinno Capital Management LP | 0.02% | Add +55.8% | 172,821 | $15.4M |
| Passive Capital Management, LLC. | 4.80% | Add +0.4% | 186,437 | $15.3M |
| Marietta Wealth Management, LLC | 1.56% | Add +3.3% | 170,179 | $15.2M |
| Henderson Brothers Financial Partners, LLC | 7.18% | Reduce -48.1% | 169,952 | $15.2M |
| TCI Wealth Advisors, Inc. | 0.65% | Add +5.5% | 169,275 | $15.1M |
| Activest Wealth Management | 2.85% | Add +8.6% | 165,184 | $14.7M |
| Curio Wealth, LLC | 4.54% | Reduce -2.1% | 163,921 | $14.6M |
| Jefferies Financial Group Inc. | 0.14% | New | 160,596 | $14.3M |
| FSA Investment Group, LLC | 4.59% | Add +59.0% | 158,557 | $14.1M |
| Arq Wealth Advisors, LLC | 1.63% | Add +15.8% | 145,160 | $13.1M |
| Advisory Resource Group | 1.96% | Reduce -0.4% | 146,247 | $13.0M |
| AQR Capital Management | 0.00% | Add +7.0% | 145,448 | $13.0M |
| Milestone Investment Advisors LLC | 2.79% | Add +2.4% | 144,897 | $12.9M |
| Lutz Financial Services LLC | 0.79% | Reduce -1.9% | 144,861 | $12.9M |
| Financial Symmetry Inc | 4.27% | Reduce -3.0% | 143,387 | $12.8M |
| Farther Finance Advisors, LLC | 0.10% | Add +8.3% | 139,685 | $12.5M |
| Bank of Montreal | 0.00% | Add +6.9% | 135,655 | $12.1M |
| Mason & Associates, LLC | 2.51% | Add +2.8% | 135,191 | $12.1M |
| GeoWealth Management, LLC | 0.38% | Add +2.7% | 135,085 | $12.0M |
| Hill Investment Group Partners, LLC | 1.22% | Reduce -1.6% | 134,380 | $12.0M |
| Pacific Excel Wealth Advisors, Inc. | 4.57% | New | 132,413 | $11.8M |
| Heritage Family Offices, LLP | 4.56% | Add +52.4% | 132,413 | $11.8M |
| Stifel Financial Corp. | 0.01% | Add +166.4% | 131,052 | $11.7M |
| Menora Mivtachim Holdings LTD. | 0.05% | No change | 129,560 | $11.6M |
| Magnolia Private Wealth, LLC | 6.31% | Reduce -0.1% | 434,018 | $11.5M |
| Hutchens & Kramer Investment Management Group, LLC | 3.01% | Add +14.0% | 126,016 | $11.2M |
| Northwest Wealth Management, LLC | 1.44% | Reduce -0.4% | 121,996 | $10.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +378.2% | 121,332 | $10.8M |
| Core Wealth Advisors, Inc. | 2.17% | Add +1.9% | 121,023 | $10.8M |
| Trace Wealth Advisors, LLC | 7.05% | Add +4.4% | 120,786 | $10.8M |
| True North Advisors, LLC | 1.02% | Add +71.3% | 119,722 | $10.7M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +2.1% | 117,917 | $10.5M |
| Equity Wealth Partners, LLC | 3.77% | Add +5.0% | 117,646 | $10.5M |
| Integrity Investment Advisors, LLC | 4.52% | Add +43.1% | 116,559 | $10.4M |
| Watchman Group, Inc. | 2.29% | Add +7.2% | 114,677 | $10.2M |
| Perigon Wealth Management, LLC | 0.16% | Add +0.5% | 114,409 | $10.2M |
| Susquehanna International Group, LLP | 0.01% | Add +117.5% | 114,206 | $10.2M |
| Physician Wealth Solutions Inc. | 3.82% | Add +4.1% | 112,850 | $10.1M |
| PCG Wealth Advisors, LLC | 2.24% | Add +9.9% | 112,569 | $10.0M |
| Equitable Holdings, Inc. | 0.06% | Add +119.0% | 112,133 | $10.0M |
| Vista Investment Partners LLC | 2.51% | Reduce -2.1% | 111,513 | $9.9M |
| KilterHowling LLC | 4.45% | Add +1.5% | 111,310 | $9.9M |
| REDW Wealth LLC | 3.53% | Add +17.7% | 110,315 | $9.8M |
| Clarity Capital Advisors, LLC | 4.11% | Add +1.2% | 110,022 | $9.8M |
| Gateway Wealth Partners, LLC | 0.59% | Reduce -47.9% | 109,637 | $9.8M |
| WorthPointe, LLC | 2.44% | Reduce -1.8% | 108,778 | $9.7M |
| Lane Brothers & Co. Inc. | 6.35% | Add +20.1% | 108,759 | $9.7M |
| ABLE Financial Group, LLC | 1.59% | Reduce -0.3% | 106,019 | $9.5M |
| Sage Rhino Capital LLC | 1.55% | Reduce -4.8% | 105,762 | $9.4M |
| Castle Wealth Management LLC | 2.77% | Reduce -1.5% | 104,669 | $9.3M |
| Orion Capital Management LLC | 2.90% | Add +26.3% | 104,491 | $9.3M |
| Bauman Advisory Group, LLC | 4.89% | Reduce -2.4% | 103,645 | $9.2M |
| Burk Holdings LLC | 3.32% | Add +13.3% | 100,644 | $9.0M |
| Annandale Capital, LLC | 1.26% | No change | 95,262 | $8.5M |
| Certified Advisory Corp | 0.67% | Add +30.4% | 93,774 | $8.4M |
| AGH Wealth Advisors, LLC | 5.26% | Add +4.9% | 93,519 | $8.3M |
| Clark Wealth Partners | 4.67% | Reduce -9.3% | 92,818 | $8.3M |
| CoreCap Advisors, LLC | 0.24% | Add +14.9% | 91,762 | $8.2M |
| Sequoia Financial Advisors, LLC | 0.04% | No change | 91,265 | $8.1M |
| Merited Wealth, LLC | 5.71% | Add +85.5% | 90,452 | $8.1M |
| ShankerValleau Wealth Advisors, Inc. | 2.12% | Add +0.6% | 90,314 | $8.1M |
| Nicolet Bankshares Inc. | 0.26% | Add +38.1% | 89,459 | $8.0M |
| Petros Family Wealth, LLC | 4.88% | Add +13.9% | 89,355 | $8.0M |
| Western Reserve Capital Management, LLC | 5.81% | Add +5.8% | 87,826 | $7.8M |
| Madrid Wealth Management, LLC | 5.13% | Add +13.0% | 87,691 | $7.8M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.5% | 87,157 | $7.8M |
| marrick wealth, LLC | 5.49% | Add +13.7% | 86,643 | $7.7M |
| Holcombe Financial, Inc. | 4.35% | Reduce -0.3% | 86,377 | $7.7M |
| Coign Capital Advisors LLC | 3.44% | New | 85,690 | $7.6M |
| Larson Financial Group LLC | 0.20% | Reduce -4.0% | 84,989 | $7.6M |
| E-Wealth Partners, LLC | 5.43% | Add +7.6% | 84,270 | $7.5M |
| Nicholson Meyer Capital Management, Inc. | 4.94% | Add +4.0% | 83,176 | $7.4M |
| Midwestern Financial, LLC | 5.18% | Add +4.4% | 82,988 | $7.4M |
| Proathlete Wealth Management LLC | 1.81% | Reduce -0.6% | 81,892 | $7.3M |
| Croban | 3.21% | New | 81,670 | $7.3M |
| Elevation Point Wealth Partners, LLC | 0.14% | New | 81,618 | $7.3M |
| Great Point Wealth Advisors, LLC | 1.15% | Reduce -1.6% | 79,576 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.30% | Reduce -1.9% | 78,847 | $7.0M |
| Greenspring Advisors, LLC | 0.39% | Reduce -0.0% | 78,743 | $7.0M |
| Waterfront Wealth Inc. | 1.07% | Add +8.9% | 76,945 | $6.9M |
| Owl Creek Wealth Partners LLC | 2.02% | Add +26.5% | 77,549 | $6.9M |
| FMB Wealth Management | 2.53% | Add +1.1% | 77,234 | $6.9M |
| Greenwich Wealth Management LLC | 0.25% | Add +1.5% | 76,825 | $6.9M |
| Pathstone Holdings, LLC | 0.02% | Add +0.7% | 76,606 | $6.8M |
| Sensenig Capital Advisors, Inc | 6.25% | Add +414.2% | 76,568 | $6.8M |
| Ferguson Johnson Wealth Management Inc | 4.86% | Add +2.0% | 74,726 | $6.7M |
| Axxcess Wealth Management, LLC | 0.11% | New | 74,484 | $6.6M |
| Arax Advisory Partners | 0.04% | Add +1782.5% | 74,037 | $6.6M |
| Ariadne Wealth Management, LP | 2.90% | Add +0.6% | 73,451 | $6.6M |
| Brown Financial Advisors | 2.27% | Reduce -0.4% | 72,728 | $6.5M |
| IHT Wealth Management, LLC | 0.14% | Add +11.1% | 72,279 | $6.4M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -2.5% | 75,724 | $6.4M |
| Legacy Wealth Management, LLC / MS | 1.64% | Add +9.7% | 71,796 | $6.4M |
| Wedmont Private Capital | 0.17% | Reduce -0.4% | 70,581 | $6.4M |
| Lakeridge Wealth Management LLC | 2.32% | Reduce -9.2% | 70,736 | $6.3M |
| Advyzon Investment Management, LLC | 0.45% | Add +24.5% | 69,309 | $6.2M |
| Kavar Capital Partners Group, LLC | 0.74% | Add +4.5% | 67,572 | $6.0M |
| Networth Advisors, LLC | 3.41% | Add +49.3% | 65,742 | $5.9M |
| StrongBox Wealth, LLC | 1.66% | Add +11.5% | 65,183 | $5.8M |
| Meredith Wealth Planning | 1.36% | Reduce -0.4% | 64,643 | $5.8M |
| Glenview Trust Co | 0.08% | Add +19.5% | 64,070 | $5.7M |
| BLVD Private Wealth, LLC | 4.24% | Add +2.8% | 63,954 | $5.7M |
| Altar Rock LLC | 8.28% | Add +0.7% | 63,499 | $5.7M |
| SJS Investment Consulting Inc. | 0.59% | Add +5.6% | 61,103 | $5.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | Reduce -4.3% | 61,078 | $5.4M |
| Moneco Advisors, LLC | 0.33% | New | 60,372 | $5.4M |
| Cozad Asset Management Inc. | 0.35% | Add +61.2% | 60,054 | $5.4M |
| ARK & TLK Investments, LLC | 1.32% | Add +2.3% | 59,953 | $5.3M |
| True Wealth Design, LLC | 1.27% | Reduce -1.2% | 59,730 | $5.3M |
| McCartney Wealth Management LLC | 4.03% | Add +2.2% | 59,599 | $5.3M |
| Global Strategic Investment Solutions, LLC | 0.45% | Reduce -3.2% | 56,815 | $5.1M |
| AE Wealth Management LLC | 0.02% | Add +50.0% | 55,693 | $5.0M |
| Bayshore Asset Management, LLC | 1.75% | Reduce -5.6% | 54,940 | $4.9M |
| Paladin Wealth, LLC | 2.84% | Add +8.9% | 54,834 | $4.9M |
| Citizens & Northern Corp. | 1.12% | No change | 54,809 | $4.9M |
| Verus Wealth Management, LLC | 4.00% | Add +14.9% | 54,437 | $4.9M |
| Capstone Wealth Management, Inc. | 3.62% | Add +8.7% | 54,176 | $4.8M |
| Retirement Income Solutions, Inc. | 0.83% | Reduce -1.9% | 56,639 | $4.8M |
| Accurate Wealth Management, LLC | 0.46% | Add +60.3% | 53,231 | $4.8M |
| Evensky & Katz LLC | 0.25% | Reduce -1.6% | 53,391 | $4.8M |
| Arcadia Wealth Management, Inc. | 2.27% | Add +1.1% | 53,275 | $4.8M |
| Wheels Up Wealth, Inc. | 4.02% | Add +0.9% | 53,088 | $4.7M |
| Heirloom Wealth Management | 0.68% | Add +14.8% | 52,824 | $4.7M |
| Symmetry Partners, LLC | 0.23% | Reduce -2.6% | 50,836 | $4.5M |
| Flagstone Financial Management | 1.01% | Reduce -1.3% | 50,816 | $4.5M |
| Family Office Research LLC | 1.68% | Add +1.5% | 50,225 | $4.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -1.2% | 49,662 | $4.4M |
| Clear Creek Financial Management, LLC | 0.28% | Add +11.7% | 49,259 | $4.4M |
| Anderson Hoagland & Co. | 0.34% | Reduce -9.4% | 48,903 | $4.4M |
| Grove Bank & Trust | 0.43% | Reduce -11.9% | 48,488 | $4.3M |
| ORBA Wealth Advisors, L.L.C. | 3.68% | Add +89.4% | 48,214 | $4.3M |
| Valued Wealth Advisors LLC | 1.56% | Add +10.7% | 48,178 | $4.3M |
| Integrity Wealth Solutions LLC | 1.59% | Add +14.8% | 48,124 | $4.3M |
| Advisory Services Network, LLC | 0.05% | Reduce -20.4% | 47,680 | $4.3M |
| Savvy Advisors, Inc. | 0.09% | Add +21.4% | 47,536 | $4.2M |
| Cypress Point Wealth Management, LLC | 0.86% | Reduce -4.3% | 47,323 | $4.2M |
| Motco | 0.36% | Add +10.0% | 46,937 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +34.0% | 46,493 | $4.2M |
| Mendota Financial Group, LLC | 2.54% | Add +35.1% | 45,946 | $4.1M |
| Allied Private Wealth LLC | 2.60% | — | 45,515 | $4.1M |
| Paul R. Ried Financial Group, LLC | 1.75% | Reduce -5.6% | 44,936 | $4.0M |
| Herold Advisors, Inc. | 0.79% | Reduce -3.4% | 44,832 | $4.0M |
| Global Retirement Partners, LLC | 0.06% | — | 44,195 | $3.9M |
| Tortoise Investment Management, LLC | 0.29% | Add +3.6% | 43,312 | $3.9M |
| Falcon Wealth Planning | 0.24% | Reduce -0.9% | 43,202 | $3.9M |
| Outbound Financial Inc | 2.47% | Reduce -0.2% | 42,694 | $3.8M |
| Jackson Thornton Wealth Management, LLC | 0.30% | No change | 42,458 | $3.8M |
| Plum Street Advisors, LLC | 1.21% | Reduce -2.0% | 42,396 | $3.8M |
| Markowski Investments | 0.83% | — | 42,103 | $3.8M |
| Balance Wealth Partners LLC | 1.00% | Add +12.3% | 42,016 | $3.7M |
| Uptick Partners, LLC | 0.58% | Add +54.7% | 41,473 | $3.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -14.2% | 40,832 | $3.6M |
| MCF Advisors LLC | 0.13% | Reduce -0.7% | 40,433 | $3.6M |
| Cauble & Harre Wealth Management, Inc. | 2.89% | Add +1.8% | 40,353 | $3.6M |
| Armbruster Capital Management, Inc. | 0.53% | Reduce -18.2% | 40,089 | $3.6M |
| Prospect Financial Group LLC | 2.88% | Add +2.6% | 40,017 | $3.6M |
| Fifth Third Securities, Inc. | 0.20% | Add +5.9% | 40,009 | $3.6M |
| CAP Partners, LLC | 1.73% | Add +33.3% | 39,759 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -46.8% | 39,734 | $3.5M |
| Sterneck Capital Management, LLC | 1.52% | Add +9.2% | 39,650 | $3.5M |
| TFO Wealth Partners, LLC | 0.38% | Add +36.6% | 39,524 | $3.5M |
| Quarry Hill Advisors, LLC | 1.32% | Reduce -0.3% | 38,479 | $3.4M |
| Cornerstone Wealth Partners, LLC | 1.59% | Add +13.7% | 38,322 | $3.4M |
| Approach Retirement Advisors, LLC | 2.48% | Add +7.3% | 38,255 | $3.4M |
| LexAurum Advisors, LLC | 0.39% | Add +9.5% | 38,152 | $3.4M |
| Mattson Financial Services, LLC | 0.71% | Add +2.1% | 37,609 | $3.4M |
| Aspen Capital Management, LLC | 0.73% | Reduce -0.6% | 37,046 | $3.3M |
| Milestone Asset Management Group, LLC | 1.65% | Add +5.2% | 36,796 | $3.3M |
| Endeavor Private Wealth, Inc. | 0.80% | Add +16.0% | 36,685 | $3.3M |
| Golden State Wealth Management, LLC | 0.29% | Add +0.7% | 35,797 | $3.2M |
| Betterment LLC | 0.01% | Add +3.5% | 35,034 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 34,632 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | Add +15.0% | 34,632 | $3.1M |
| FCG Investment Co | 1.08% | New | 34,931 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +21.5% | 34,916 | $3.1M |
| Aire Advisors, LLC | 0.51% | Reduce -7.1% | 34,867 | $3.1M |
| Austin Asset Management Co Inc | 0.44% | Reduce -6.2% | 34,439 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.8% | 34,385 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.1% | 34,180 | $3.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.57% | Add +0.8% | 33,682 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.6% | 33,628 | $3.0M |
| Magnolia Capital Advisors LLC | 0.51% | Reduce -7.8% | 33,097 | $3.0M |
| Level Financial Advisors | 0.65% | Add +0.5% | 32,381 | $2.9M |
| Interchange Capital Partners, LLC | 0.54% | Add +853.1% | 32,166 | $2.9M |
| Hilton Head Capital Partners, LLC | 1.44% | New | 32,145 | $2.9M |
| Factor Wealth Management LTD | 0.43% | Reduce -0.6% | 32,010 | $2.9M |
| Aspirean Wealth, LLC | 2.64% | Add +55.3% | 31,850 | $2.8M |
| L.K. Benson & Company, P.C. | 0.86% | Add +1.7% | 31,824 | $2.8M |
| Haven Private, LLC | 1.07% | Reduce -4.5% | 31,609 | $2.8M |
| Cascade Financial Partners, LLC | 0.24% | Reduce -1.9% | 31,033 | $2.8M |
| Marathon Wealth Advisors LLC | 0.94% | Reduce -0.4% | 30,728 | $2.7M |
| Sunpointe, LLC | 0.77% | Reduce -0.2% | 30,263 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +52.6% | 29,656 | $2.6M |
| Nova R Wealth, Inc. | 0.77% | Add +0.8% | 29,456 | $2.6M |
| Cetera Trust Company, N.A | 1.32% | No change | 29,437 | $2.6M |
| Nwam LLC | 0.13% | Add +1.1% | 28,637 | $2.6M |
| Payne Capital LLC | 2.12% | Add +0.1% | 28,465 | $2.5M |
| Cogent Private Wealth, Inc. | 1.59% | Add +67.3% | 28,443 | $2.5M |
| Prosperity Planning, Inc. | 0.81% | Add +1.8% | 28,436 | $2.5M |
| SouthState Bank Corp | 0.11% | Reduce -0.3% | 28,364 | $2.5M |
| UMB Bank, n.a. | 0.03% | Add +1.5% | 28,279 | $2.5M |
| Maimon Wealth Management LTD. | 1.93% | No change | 28,135 | $2.5M |
| Transcendent Capital Group LLC | 0.96% | Add +0.5% | 27,813 | $2.5M |
| Keystone Financial Group | 0.15% | Reduce -1.7% | 27,717 | $2.5M |
| Evanson Financial, LLC | 0.12% | — | 27,414 | $2.4M |
| Harbor Investment Advisory, LLC | 0.17% | Add +7.3% | 27,221 | $2.4M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +0.8% | 27,189 | $2.4M |
| Abacus Planning Group, Inc. | 0.30% | Reduce -9.3% | 27,178 | $2.4M |
| Commerce Bank | 0.01% | Add +517.5% | 27,026 | $2.4M |
| Merit Financial Group, LLC | 0.01% | Add +14.5% | 26,597 | $2.4M |
| SageView Advisory Group, LLC | 0.08% | Add +40.3% | 26,403 | $2.4M |
| Collective Family Office LLC | 0.47% | Reduce -0.7% | 25,622 | $2.3M |
| Brown Financial Advisory | 0.95% | No change | 25,603 | $2.3M |
| Trademark Financial Management, LLC | 0.93% | Reduce -1.3% | 25,569 | $2.3M |
| RAM Investment Partners, LLC | 0.36% | Reduce -3.6% | 25,502 | $2.3M |
| Private Wealth Management Group, LLC | 0.53% | No change | 25,492 | $2.3M |
| Wealth Enhancement Trust Services, Inc. | 0.25% | Add +62.3% | 25,269 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 25,228 | $2.3M |
| Nuveen, LLC | 0.00% | New | 24,898 | $2.2M |
| Pacific Asset Management, LLC | 1.08% | Add +4.3% | 24,765 | $2.2M |
| Lam Group, Inc. | 1.09% | Add +9.4% | 24,665 | $2.2M |
| FMR LLC | 0.00% | Add +33.5% | 23,793 | $2.1M |
| Rialto Wealth Management, LLC | 0.42% | Add +0.5% | 23,535 | $2.1M |
| Berman McAleer LLC | 0.24% | No change | 23,509 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +4.1% | 23,042 | $2.1M |
| Fonville Wealth Management LLC | 0.33% | No change | 22,681 | $2.0M |
| NFSG Corp | 0.25% | New | 22,465 | $2.0M |
| Thayer Financial, L.L.C. | 1.81% | Add +4.4% | 22,305 | $2.0M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.4% | 21,978 | $2.0M |
| Smartleaf Asset Management LLC | 0.06% | No change | 21,947 | $2.0M |
| Seed Wealth Management, Inc. | 1.23% | No change | 21,865 | $2.0M |
| Avant Financial Advisors LLC | 1.20% | Add +11.4% | 21,666 | $1.9M |
| Tandemgrowth Financial Advisors LLC | 1.57% | No change | 21,551 | $1.9M |
| Clear Point Advisors Inc. | 1.69% | Add +1.1% | 21,348 | $1.9M |
| Tillman Hartley LLC | 0.41% | No change | 20,641 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.8% | 20,310 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 19,994 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.13% | Reduce -7.6% | 19,958 | $1.8M |
| Vaquero Private Wealth, Ltd. | 0.36% | — | 19,777 | $1.8M |
| Tandem Investment Partners LLC | 1.32% | Add +14.1% | 19,142 | $1.7M |
| Earned Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 19,118 | $1.7M |
| Seeds Investor LLC | 0.17% | Add +440.6% | 19,098 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +41.4% | 18,961 | $1.7M |
| Tudor Investment Corporation | 0.01% | New | 18,826 | $1.7M |
| Banque Transatlantique SA | 0.04% | Add +16.6% | 18,536 | $1.7M |
| Private Trust Co. NA | 0.13% | Reduce -12.1% | 18,392 | $1.6M |
| Eaton-Cambridge Inc. | 0.46% | Reduce -5.2% | 18,286 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.46% | Add +1.6% | 18,118 | $1.6M |
| Morris Financial Concepts, Inc. | 0.49% | Reduce -6.3% | 17,804 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +9.3% | 17,776 | $1.6M |
| D'Orazio & Associates, Inc. | 0.18% | Add +233.8% | 17,704 | $1.6M |
| Bridgewealth Advisory Group, LLC | 0.30% | Add +14.6% | 17,692 | $1.6M |
| LRI Investments, LLC | 0.13% | No change | 17,675 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 17,274 | $1.5M |
| Apollon Financial, LLC | 0.18% | Reduce -3.2% | 17,134 | $1.5M |
| Vanguard National Trust Co | 0.08% | No change | 17,092 | $1.5M |
| Crusonia Wealth Advisors LLC | 0.25% | Add +1.1% | 17,090 | $1.5M |
| EnRich Financial Partners LLC | 0.36% | Add +3.3% | 17,073 | $1.5M |
| Riverchase Wealth Management, LLC | 0.70% | Add +1.6% | 16,849 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 16,771 | $1.5M |
| Breakwater Capital Group | 0.18% | Add +4.3% | 16,687 | $1.5M |
| Poinciana Advisors Group, LLC | 1.10% | Add +0.1% | 16,659 | $1.5M |
| Leading Edge Financial Planning LLC | 0.26% | Add +1.1% | 16,549 | $1.5M |
| ATX Financial Planning, LLC | 0.97% | Add +12.6% | 16,502 | $1.5M |
| Bokf, NA | 0.02% | Add +7.6% | 16,470 | $1.5M |
| Accredited Investors Inc. | 0.06% | Add +1.8% | 16,377 | $1.5M |
| Sigma Planning Corp | 0.04% | New | 16,213 | $1.4M |
| Harbor Asset Planning, Inc. | 1.08% | Add +9.2% | 16,121 | $1.4M |
| Silver Oak Securities, Incorporated | 0.09% | Add +6.1% | 16,112 | $1.4M |
| Trailhead Planners LLC | 1.39% | Reduce -39.3% | 16,099 | $1.4M |
| CWA Asset Management Group, LLC | 0.04% | Add +5.2% | 15,748 | $1.4M |
| Providence First Trust Co | 0.39% | New | 15,638 | $1.4M |
| Life Planning Partners, Inc | 1.01% | Reduce -31.5% | 15,250 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +17.1% | 15,203 | $1.4M |
| Financial Partners Group, Inc | 0.14% | Add +2.8% | 15,118 | $1.3M |
| Proactive Wealth Strategies LLC | 0.22% | Add +36.1% | 15,063 | $1.3M |
| Financial Management Network Inc. | 0.19% | Add +66.6% | 14,765 | $1.3M |
| Frankly Finances, LLC | 1.02% | Add +53.0% | 14,530 | $1.3M |
| Spartan Wealth Advisory Services LLC | 0.11% | Add +0.6% | 14,440 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Add +7.3% | 14,337 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +11.9% | 14,089 | $1.3M |
| Coquina Private Wealth LLC | 0.84% | Add +2.0% | 13,885 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +15.8% | 13,750 | $1.2M |
| Vawter Financial, Ltd. | 0.46% | Add +21.4% | 13,670 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 13,643 | $1.2M |
| Hardin Capital Partners, LLC | 0.56% | Add +4.6% | 13,599 | $1.2M |
| Cerro Pacific Wealth Advisors LLC | 0.27% | Reduce -55.8% | 13,571 | $1.2M |
| RW Investment Management LLC | 0.10% | Reduce -7.2% | 13,273 | $1.2M |
| Aurelius Family Office LLC | 0.46% | Reduce -3.0% | 13,218 | $1.2M |
| Compass Financial Management LLC | 0.14% | — | 12,916 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.5% | 13,012 | $1.2M |
| GEM Asset Management, LLC | 0.46% | Add +6.8% | 13,010 | $1.2M |
| Leavell Investment Management, Inc. | 0.04% | Add +3.6% | 12,945 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -0.4% | 12,735 | $1.1M |
| Everpar Advisors LLC | 0.32% | No change | 12,709 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +4.0% | 12,632 | $1.1M |
| Allodium Investment Consultants, LLC | 0.47% | Add +0.9% | 12,300 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +8.4% | 12,222 | $1.1M |
| Advisory Solutions Group, LLC | 0.36% | — | 11,778 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | Add +10.7% | 11,618 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -22.2% | 11,536 | $1.0M |
| Financial Futures Ltd Liability Co. | 0.39% | Reduce -4.5% | 11,343 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +9.4% | 11,282 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.7% | 11,246 | $1.0M |
| Ifrah Financial Services, Inc. | 0.24% | Reduce -0.1% | 11,078 | $988K |
| Bison Wealth, LLC | 0.09% | Add +7.7% | 10,791 | $981K |
| Goldstein Advisors, LLC | 0.09% | Add +165.7% | 10,959 | $978K |
| Narus Financial Partners, LLC | 0.25% | Add +347.5% | 10,829 | $966K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +3.7% | 10,731 | $957K |
| Freedom Day Solutions, LLC | 0.21% | New | 10,676 | $952K |
| Truepoint, Inc. | 0.02% | Reduce -35.7% | 10,445 | $932K |
| Hilltop Holdings Inc. | 0.07% | Add +4.1% | 10,192 | $909K |
| Decker Retirement Planning Inc. | 0.31% | Add +3.3% | 10,106 | $901K |
| First Trust Advisors LP | 0.00% | Reduce -3.9% | 10,104 | $901K |
| Visionary Horizons, LLC | 0.37% | Add +1.2% | 10,015 | $893K |
| Advisor OS, LLC | 0.06% | Reduce -0.1% | 9,939 | $887K |
| Medallion Wealth Advisors, LLC | 0.27% | Add +35.5% | 9,601 | $856K |
| MN Wealth Advisors, LLC | 0.36% | Add +2.6% | 9,417 | $840K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +49.6% | 9,354 | $834K |
| Ridgeline Wealth, LLC | 0.49% | Reduce -14.0% | 9,328 | $832K |
| MOR Wealth Management, LLC | 0.33% | Add +0.8% | 9,297 | $829K |
| JM2 Capital Inc. | 0.57% | Add +6.3% | 9,284 | $828K |
| SRH Advisors, LLC | 0.21% | Add +43.0% | 9,212 | $822K |
| Brown Advisory Inc. | 0.00% | No change | 9,155 | $817K |
| Joseph P. Lucia & Associates, LLC | 0.24% | Add +4.6% | 9,059 | $808K |
| Renaissance Technologies | 0.00% | Reduce -65.6% | 8,900 | $794K |
| Keybank National Association | 0.00% | New | 8,887 | $793K |
| Forum Financial Management, LP | 0.01% | Add +2.0% | 8,832 | $788K |
| Revolve Wealth Partners, LLC | 0.08% | Add +102.6% | 8,618 | $769K |
| Cibc World Market Inc. | 0.00% | New | 8,604 | $767K |
| Arrowroot Family Office, LLC | 0.22% | Reduce -4.7% | 8,543 | $762K |
| Camarda Financial Advisors, LLC | 0.23% | Add +3.0% | 8,499 | $758K |
| Cloud Capital Management, LLC | 0.28% | Add +0.2% | 8,482 | $756K |
| Bannerman Wealth Management Group, LLC | 0.44% | Add +1.4% | 8,454 | $754K |
| Caerus Investment Advisors, LLC | 0.25% | No change | 8,300 | $740K |
| Andrews, Lucia Wealth Management LLC | 0.38% | Add +62.7% | 8,140 | $726K |
| Element Wealth, LLC | 0.27% | Add +20.9% | 8,117 | $724K |
| LWM Advisory Services, LLC | 1.27% | New | 7,987 | $712K |
| Kooman & Associates | 0.19% | New | 7,867 | $702K |
| Empire Financial Management Company, LLC | 0.28% | Reduce -1.3% | 7,846 | $700K |
| Ameritas Advisory Services, LLC | 0.01% | Add +99.6% | 7,634 | $681K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 7,587 | $677K |
| Diversified Trust Co. | 0.01% | No change | 7,560 | $674K |
| Peck Wealth Management, LLC | 0.57% | Reduce -12.8% | 7,520 | $671K |
| Tanglewood Legacy Advisors, LLC | 0.21% | No change | 7,380 | $658K |
| Axis Wealth Partners, LLC | 0.32% | New | 7,374 | $658K |
| Thrive Wealth Management, LLC | 0.08% | No change | 7,369 | $657K |
| Tyche Wealth Partners LLC | 0.09% | Add +32.3% | 7,359 | $656K |
| GC Wealth Management RIA, LLC | 0.04% | Add +17.3% | 7,110 | $634K |
| Avior Wealth Management, LLC | 0.02% | No change | 6,973 | $622K |
| Cooper/Haims Advisors, LLC | 0.26% | Add +1.3% | 6,859 | $612K |
| HBW Advisory Services LLC | 0.06% | New | 6,850 | $611K |
| Navigoe, LLC | 0.31% | No change | 6,751 | $602K |
| Aprio Wealth Management, LLC | 0.03% | Add +3.0% | 6,743 | $601K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 6,710 | $599K |
| Hills Bank & Trust Co | 0.02% | New | 6,384 | $569K |
| Bogart Wealth, LLC | 0.02% | Reduce -2.2% | 6,357 | $567K |
| Sprinkle Financial Consultants LLC | 0.22% | Add +1.3% | 6,322 | $564K |
| KKM Financial LLC | 0.08% | Reduce -5.3% | 6,310 | $563K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +65.5% | 6,301 | $562K |
| Directional Asset Management | 0.53% | Add +78.5% | 6,226 | $555K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,146 | $548K |
| Spire Wealth Management | 0.02% | Reduce -36.5% | 6,098 | $544K |
| Stonebrook Private Inc. | 0.10% | Add +0.1% | 6,084 | $543K |
| Kathmere Capital Management, LLC | 0.03% | Add +1.3% | 6,032 | $538K |
| KPP Advisory Services LLC | 0.07% | Add +35.8% | 6,011 | $536K |
| Ares Financial Consulting, LLC | 0.38% | Add +6.3% | 5,995 | $535K |
| Kingsview Wealth Management, LLC | 0.01% | Add +45.9% | 5,960 | $532K |
| Foundry Financial LLC | 0.17% | New | 5,803 | $518K |
| US Bancorp \de | 0.00% | Add +4.9% | 5,640 | $503K |
| Operose Advisors LLC | 0.10% | Add +1.1% | 5,536 | $494K |
| RMR Wealth Builders | 0.03% | Add +0.0% | 5,515 | $492K |
| New Dimensions Wealth Management, LLC | 0.37% | Reduce -1.5% | 5,465 | $487K |
| L & S Advisors Inc | 0.05% | No change | 5,451 | $486K |
| Bank of Marin | 0.34% | Reduce -29.8% | 5,433 | $485K |
| Vista Capital Partners, Inc. | 0.04% | Add +0.1% | 5,432 | $485K |
| Mosaic Financial Group, LLC | 0.31% | New | 5,395 | $481K |
| Parcion Private Wealth LLC | 0.03% | No change | 5,390 | $481K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +71.1% | 5,373 | $479K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 5,351 | $477K |
| Citizens Financial Group Inc. | 0.01% | Add +57.8% | 5,346 | $477K |
| Alpha Financial Advisors, LLC | 0.13% | No change | 5,322 | $475K |
| PFG Investments, LLC | 0.02% | Add +6.0% | 5,299 | $473K |
| Inspire Advisors, LLC | 0.03% | Reduce -15.1% | 5,280 | $471K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.9% | 5,266 | $470K |
| A4 Wealth Advisors LLC | 0.31% | Reduce -48.8% | 5,185 | $463K |
| Aspiriant, LLC | 0.01% | No change | 5,112 | $456K |
| Intelligent Financial Strategies | 0.22% | No change | 5,090 | $454K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -3.4% | 5,089 | $454K |
| Keb Asset Management, LLC | 0.07% | Add +25.7% | 5,071 | $452K |
| Accelerate Investment Advisors LLC | 0.26% | Reduce -15.6% | 5,052 | $451K |
| Mutual Advisors, LLC | 0.01% | New | 5,035 | $449K |
| Prosperitas Financial LLC | 0.14% | Reduce -1.7% | 5,009 | $447K |
| Ruedi Wealth Management, Inc. | 0.10% | Reduce -2.9% | 4,916 | $439K |
| Trust Co | 0.04% | Add +16.4% | 4,901 | $437K |
| Fort Vancouver Investment Management, LLC | 0.20% | Reduce -9.4% | 4,875 | $435K |
| Morey & Quinn Wealth Partners, LLC | 0.28% | Add +98.1% | 4,867 | $434K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,839 | $432K |
| Wealth Alliance, LLC | 0.04% | New | 4,809 | $429K |
| Asset Dedication, LLC | 0.03% | Reduce -1.4% | 4,800 | $428K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 4,718 | $421K |
| High Net Worth Advisory Group LLC | 0.09% | Add +1.3% | 4,641 | $414K |
| Atala Financial Inc | 0.25% | Reduce -12.3% | 4,603 | $411K |
| Franklin Resources Inc. | 0.00% | New | 4,597 | $410K |
| XTX Topco Ltd | 0.01% | Add +38.2% | 4,515 | $403K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.4% | 4,497 | $401K |
| Platt Wealth Management LLC | 0.32% | Reduce -63.1% | 4,477 | $399K |
| Oceanside Advisors LLC | 0.20% | Reduce -1.9% | 4,420 | $394K |
| Facet Wealth, Inc. | 0.01% | Add +21.4% | 4,393 | $392K |
| Parkwoods Wealth Partners, LLC | 0.06% | Add +84.2% | 4,368 | $390K |
| BFI Wealth Solutions, LLC | 0.29% | Add +0.0% | 4,347 | $388K |
| Mainsail Asset Management, LLC | 0.15% | Add +22.2% | 4,282 | $383K |
| Alkeme Wealth, LLC | 0.15% | No change | 4,271 | $381K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -2.9% | 4,132 | $369K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +45.3% | 4,131 | $369K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 4,125 | $368K |
| FSA Advisors, Inc. | 0.17% | New | 4,064 | $363K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -0.9% | 3,914 | $349K |
| Lunt Capital Management, Inc. | 0.13% | No change | 3,910 | $349K |
| Tortuga Wealth Management, Inc | 0.26% | New | 3,897 | $348K |
| Vistica Wealth Advisors, LLC | 0.30% | Reduce -27.6% | 3,896 | $348K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -2.0% | 3,794 | $347K |
| Gambit Capital Management, LLC | 0.20% | No change | 3,885 | $347K |
| Cypress Wealth Services, LLC | 0.04% | No change | 3,881 | $346K |
| Steelhead Wealth Management LLC | 0.14% | New | 3,884 | $346K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,843 | $343K |
| Flynn Zito Capital Management, LLC | 0.09% | New | 3,833 | $342K |
| Citadel Advisors | 0.00% | Reduce -90.2% | 3,820 | $341K |
| XY Planning Network, Inc. | 0.04% | New | 3,801 | $339K |
| QTR Family Wealth, LLC | 0.12% | New | 3,792 | $338K |
| Curi Capital, LLC | 0.01% | Add +0.5% | 3,781 | $337K |
| Austin Wealth Management, LLC | 0.07% | Add +1.1% | 3,774 | $337K |
| Atlas Brown,Inc. | 0.09% | Add +3.3% | 3,673 | $328K |
| Jacobi Capital Management LLC | 0.02% | Add +0.3% | 3,669 | $327K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 3,655 | $326K |
| FFT Wealth Management LLC | 0.05% | No change | 3,653 | $326K |
| Rinkey Investments | 0.08% | Add +17.6% | 3,588 | $320K |
| Impact Partnership Wealth, LLC | 0.03% | Add +7.2% | 3,556 | $317K |
| Bare Financial Services, Inc | 0.07% | New | 3,551 | $317K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +0.8% | 3,540 | $316K |
| Citizens Business Bank | 0.05% | New | 3,491 | $311K |
| Santori & Peters, Inc. | 0.09% | Add +47.3% | 3,483 | $311K |
| Ritholtz Wealth Management | 0.00% | No change | 3,452 | $308K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.4% | 3,330 | $297K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,321 | $296K |
| Well Done, LLC | 0.04% | Add +11.1% | 3,314 | $296K |
| Brand Asset Management Group, Inc. | 0.07% | No change | 3,301 | $294K |
| Thrivent Financial for Lutherans | 0.00% | No change | 3,291 | $294K |
| Sanchez Levi Garrett | 0.16% | No change | 3,295 | $294K |
| Paladin Advisory Group, LLC | 0.19% | Add +34.4% | 3,215 | $287K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.5% | 3,181 | $284K |
| Copley Financial Group, Inc. | 0.17% | Reduce -17.6% | 3,172 | $283K |
| Brookstone Capital Management | 0.00% | Reduce -3.2% | 3,166 | $282K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +11.0% | 3,100 | $277K |
| Aptus Capital Advisors, LLC | 0.00% | Add +478.7% | 3,067 | $274K |
| Yukon Wealth Management, Inc. | 0.08% | No change | 3,021 | $269K |
| Split Rock Private Trading & Wealth Management, LLC | 0.18% | Add +21.5% | 2,971 | $265K |
| Entrewealth, LLC | 0.10% | New | 2,842 | $264K |
| Global Trust Wealth Management LLC | 0.18% | Reduce -41.6% | 2,951 | $263K |
| Glenmede Trust Co. NA | 0.00% | Reduce -12.5% | 2,907 | $259K |
| Satovsky Asset Management LLC | 0.04% | Add +1.3% | 2,871 | $256K |
| Cahill Financial Advisors Inc. | 0.02% | New | 2,869 | $256K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,856 | $255K |
| Comprehensive Financial Planning, Inc. | 0.13% | Add +14.8% | 2,769 | $247K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,676 | $239K |
| Cambridge Financial Group, LLC | 0.08% | Reduce -1.9% | 2,676 | $239K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -2.4% | 2,656 | $237K |
| Main Street Financial Solutions, LLC | 0.01% | New | 2,544 | $227K |
| Parkshore Wealth Management, Inc. | 0.06% | Add +0.8% | 2,498 | $223K |
| Fragasso Financial Advisors Inc | 0.01% | Add +1.1% | 2,470 | $220K |
| Smith & Howard Wealth Management, LLC | 0.04% | No change | 2,455 | $219K |
| Hexagon Capital Partners LLC | 0.03% | No change | 2,446 | $218K |
| Sheets Smith Wealth Management | 0.02% | New | 2,431 | $217K |
| Landing Point Financial Group, LLC | 0.07% | No change | 2,419 | $216K |
| Accel Wealth Management | 0.05% | No change | 2,383 | $213K |
| Verus Financial Partners, Inc. | 0.02% | Add +1.3% | 2,366 | $211K |
| Seaside Wealth Management, Inc. | 0.05% | New | 2,361 | $211K |
| Fermata Advisors, LLC | 0.04% | New | 2,337 | $208K |
| Paragon Advisors, LLC | 0.04% | New | 2,330 | $208K |
| Cordgrass Capital Advisors, LLC | 0.08% | New | 2,280 | $203K |
| 3 Factor Indexing, LLC | 0.17% | No change | 2,257 | $201K |
| Allegiance Financial Group Advisory Services LLC | 0.03% | New | 2,248 | $200K |
| Assetmark, Inc. | 0.00% | Add +18.9% | 2,245 | $200K |
| IFG Advisory, LLC | 0.01% | New | 2,216 | $198K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 2,074 | $185K |
| 1620 Investment Advisors, Inc. | 0.11% | Reduce -2.8% | 2,062 | $184K |
| Signature Equity Partners, LLC | 0.08% | Reduce -4.5% | 2,006 | $179K |
| Trust Co. of Toledo NA | 0.01% | New | 2,000 | $178K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.9% | 1,890 | $168K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 1,808 | $161K |
| Lloyd Advisory Services, LLC. | 0.06% | Add +756.9% | 1,808 | $161K |
| Mather Group, Llc. | 0.00% | No change | 1,761 | $157K |
| YANKCOM Partnership | 0.05% | Add +651.3% | 1,713 | $153K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,697 | $151K |
| Arlington Trust Co LLC | 0.01% | New | 1,693 | $151K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,649 | $147K |
| Bank of New Hampshire | 0.03% | No change | 1,613 | $144K |
| Dogwood Wealth Management LLC | 0.05% | Add +0.2% | 1,480 | $132K |
| Redwood Park Advisors LLC | 0.09% | Add +0.9% | 1,434 | $128K |
| Rothschild Investment LLC | 0.00% | Reduce -10.0% | 1,380 | $123K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 1,363 | $122K |
| RHL Group, LLC | 0.10% | Add +154.2% | 1,355 | $121K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -3.3% | 1,287 | $115K |
| Cherry Tree Wealth Management, LLC | 0.02% | New | 1,247 | $111K |
| Global Trust Asset Management, LLC | 0.03% | No change | 1,130 | $101K |
| Monetary Solutions, Ltd | 0.08% | No change | 1,035 | $92K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -25.2% | 913 | $81K |
| Kings Path Partners LLC | 0.02% | Add +71.0% | 862 | $77K |
| Nemes Rush Group LLC | 0.01% | Add +1.3% | 836 | $75K |
| Crewe Advisors LLC | 0.01% | No change | 788 | $70K |
| Dunhill Financial, LLC | 0.01% | No change | 721 | $64K |
| Vanguard Advisers Inc. | 0.00% | Add +1.4% | 713 | $64K |
| Collier Financial | 0.04% | New | 706 | $63K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -8.1% | 682 | $61K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -20.8% | 648 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 634 | $57K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 589 | $53K |
| Zions Bancorporation, National Association | 0.00% | New | 589 | $53K |
| Eastern Bank | 0.00% | Add +2.9% | 566 | $50K |
| REAP Financial Group, LLC | 0.01% | Reduce -27.8% | 518 | $46K |
| Marquette Asset Management, LLC | 0.01% | No change | 497 | $44K |
| Abound Wealth Management | 0.01% | New | 496 | $44K |
| Angeles Wealth Management, LLC | 0.00% | Add +470.6% | 485 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1211.8% | 446 | $41K |
| Westside Investment Management, Inc. | 0.01% | New | 439 | $39K |
| Key Financial Inc | 0.01% | Add +2452.9% | 434 | $39K |
| Archer Investment Corp | 0.01% | New | 422 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 371 | $33K |
| Hantz Financial Services, Inc. | 0.00% | No change | 334 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -6.6% | 326 | $29K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 238 | $21K |
| Glassman Wealth Services | 0.00% | New | 234 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 227 | $20K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 224 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +280.7% | 217 | $19K |
| Kingdom Financial Group LLC. | 0.00% | Add +2.4% | 216 | $19K |
| Albion Financial Group | 0.00% | Add +22.7% | 200 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 198 | $18K |
| Harborfront Financial Group LLC | 0.07% | — | 194 | $17K |
| Family Capital Trust Co | 0.00% | No change | 166 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 164 | $15K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 154 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 147 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -2.8% | 140 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.5% | 115 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 109 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | New | 102 | $9K |
| Simplex Trading, LLC | 0.00% | Add +51.8% | 85 | $8K |
| Sankala Group LLC | 0.01% | New | 81 | $8K |
| Wellington-Altus USA Inc. | 0.01% | No change | 87 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 80 | $7K |
| HFM Investment Advisors, LLC | 0.00% | Add +1.6% | 64 | $6K |
| Bfsg, LLC | 0.00% | Reduce -68.4% | 60 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 59 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 54 | $5K |
| TOP Private Wealth LLC. | 0.00% | — | 54 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -82.0% | 53 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 46 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 46 | $4K |
| Accordant Advisory Group Inc | 0.00% | Reduce -99.9% | 40 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 35 | $3K |
| Sarver Vrooman Wealth Advisors | 0.00% | New | 27 | $2K |
| National Bank of Canada | 0.00% | New | 25 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 23 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $915 |
| Addison Advisors LLC | 0.00% | No change | 10 | $902 |
"% of holder's portfolio" is AVDE's weight in each manager's 13F, not the share of Avantis International Equity the manager owns.