Avantis Intl S/C Value ETFAVDVETF
13F holders, Q2 2026 (June 30)714holders +56
88new positions
30sold out
5famous investors
$103.03avg. 13F price*
At the end of Q2 2026, 714 institutions reported holding Avantis Intl S/C Value ETF (AVDV) in their 13F filings, up 56 from Q1 2026. 88 opened new positions and 30 sold out. The largest holders were Jones Financial Companies LLLP ($3.5B), Creative Planning ($2.6B) and Savant Capital, LLC ($1.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Avantis Intl S/C Value ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $134.8M |
| Exits | 30 | $62.6M |
All 13F filers, Q1 2026 → Q2 2026: 11,194,282 shares bought and 2,326,021 shares sold, net +8,868,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 714 holders
| Jones Financial Companies LLLP | 1.38% | Add +9.6% | 33,269,635 | $3.5B |
| Creative Planning | 1.54% | Add +7.3% | 25,514,696 | $2.6B |
| Savant Capital, LLC | 3.54% | Add +1.5% | 11,690,609 | $1.2B |
| Focus Partners Wealth | 0.51% | Add +10.0% | 4,813,065 | $496.0M |
| Focus Partners Advisor Solutions, LLC | 4.10% | Add +13.9% | 4,692,285 | $483.5M |
| Accredited Investors Inc. | 11.96% | Add +1.9% | 2,685,375 | $276.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.9% | 2,637,014 | $271.7M |
| Modera Wealth Management, LLC | 2.60% | Add +7.9% | 2,361,879 | $243.4M |
| Mason Investment Advisory Services, Inc. | 9.22% | Reduce -0.4% | 2,351,220 | $242.3M |
| Haverford Trust Co | 1.52% | Add +2.7% | 1,704,861 | $175.7M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,685,320 | $173.7M |
| Pure Financial Advisors, LLC | 2.18% | Reduce -0.1% | 1,646,823 | $169.7M |
| Cerity Partners LLC | 0.20% | Add +14.7% | 1,632,319 | $168.2M |
| American Century Companies Inc. | 0.06% | Add +10.6% | 1,329,478 | $137.0M |
| Corient Private Wealth LP | 0.16% | Reduce -17.5% | 1,097,195 | $113.1M |
| Morgan Stanley | 0.01% | Reduce -5.3% | 1,036,301 | $106.8M |
| Bank of America Corp. | 0.01% | Add +27.1% | 1,016,733 | $104.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +33.3% | 1,016,369 | $104.7M |
| Bank of Montreal | 0.04% | Add +4.8% | 1,003,126 | $103.4M |
| Unison Advisors LLC | 5.98% | Add +0.5% | 831,796 | $85.7M |
| TCI Wealth Advisors, Inc. | 3.34% | Add +7.5% | 749,670 | $77.3M |
| Frontier Asset Management, LLC | 12.29% | Add +0.8% | 665,648 | $68.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.00% | Add +5.3% | 663,940 | $68.4M |
| Sequoia Financial Advisors, LLC | 0.32% | Reduce -3.8% | 622,801 | $64.2M |
| Wealth Management Nebraska | 5.28% | Add +1.6% | 574,120 | $59.2M |
| Burton Enright Welch | 6.71% | Reduce -0.5% | 554,449 | $57.1M |
| Empowered Funds, LLC | 0.30% | Add +0.9% | 548,409 | $56.5M |
| EP Wealth Advisors, LLC | 0.21% | Reduce -0.2% | 530,912 | $54.7M |
| Apella Capital, LLC | 0.77% | Add +7.3% | 525,853 | $54.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.5% | 514,954 | $53.1M |
| Park Avenue Securities LLC | 0.33% | Add +6.1% | 508,290 | $52.4M |
| Foster Group, Inc. | 1.37% | Add +1.3% | 501,980 | $51.7M |
| Hill Investment Group Partners, LLC | 5.20% | Reduce -2.3% | 494,300 | $50.9M |
| Cetera Investment Advisers | 0.05% | Add +8.1% | 484,875 | $50.0M |
| Petersen Hastings Wealth Advisors Inc. | 4.19% | Reduce -4.2% | 484,542 | $49.9M |
| Brickley Wealth Management | 6.65% | Reduce -0.3% | 449,714 | $46.3M |
| Beaird Harris Wealth Management, LLC | 2.76% | Add +0.1% | 427,007 | $44.0M |
| Greenline Partners, LLC | 4.45% | Add +3.1% | 424,813 | $43.8M |
| Raymond James Financial Inc. | 0.01% | Add +4.8% | 421,412 | $43.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.86% | Add +1.5% | 384,008 | $39.6M |
| Stifel Financial Corp. | 0.03% | Reduce -5.3% | 363,714 | $37.5M |
| Allegiance Financial Group Advisory Services LLC | 6.48% | Add +7.1% | 362,990 | $37.4M |
| Pathstone Holdings, LLC | 0.11% | Add +12.1% | 350,754 | $36.1M |
| Cresset Asset Management, LLC | 0.13% | No change | 340,704 | $35.1M |
| Symmetry Partners, LLC | 1.79% | Add +0.8% | 340,588 | $35.1M |
| Werba Rubin Papier Wealth Management | 4.24% | Add +3.4% | 338,706 | $34.9M |
| Marquette Asset Management, LLC | 4.38% | Reduce -0.1% | 330,111 | $34.0M |
| AlphaCore Capital LLC | 0.61% | Reduce -0.8% | 319,885 | $33.0M |
| Meredith Wealth Planning | 7.73% | Add +1.4% | 317,877 | $32.8M |
| Opus Capital Group, LLC | 3.09% | Reduce -1.1% | 309,726 | $31.9M |
| Krilogy Financial LLC | 0.92% | Add +3.4% | 303,166 | $31.2M |
| Magnus Financial Group LLC | 2.19% | Add +150.7% | 297,911 | $30.7M |
| Emprise Bank | 11.23% | Add +2.6% | 295,845 | $30.5M |
| Bleakley Financial Group, LLC | 0.39% | Add +4.7% | 295,820 | $30.5M |
| Atwood & Palmer Inc. | 1.53% | Add +2.3% | 278,701 | $28.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.1% | 276,552 | $28.5M |
| Define Financial, LLC | 12.74% | Add +6.8% | 269,261 | $27.7M |
| Falcon Wealth Planning | 1.74% | Add +1.9% | 267,454 | $27.6M |
| Benjamin Edwards Inc. | 0.25% | Reduce -5.5% | 262,245 | $27.0M |
| Wells Fargo & Company | 0.00% | Add +19.3% | 261,126 | $26.9M |
| Northwest Wealth Management, LLC | 3.52% | Add +5.6% | 258,980 | $26.7M |
| Quarry Hill Advisors, LLC | 10.13% | Add +8.4% | 255,834 | $26.4M |
| Morton Brown Family Wealth, LLC | 5.96% | Add +5.7% | 255,151 | $26.3M |
| Prime Capital Investment Advisors, LLC | 0.25% | Reduce -2.9% | 253,983 | $26.2M |
| Stratos Investment Management, LLC | 0.94% | Add +1.9% | 253,695 | $26.1M |
| Kondo Wealth Advisors, Inc. | 8.70% | Add +1.3% | 252,626 | $26.0M |
| B&D White Capital Company, LLC | 2.53% | Add +3.5% | 246,676 | $25.4M |
| CogentBlue Wealth Advisors, LLC | 14.50% | Reduce -5.3% | 245,635 | $25.3M |
| Financial Management Network Inc. | 3.62% | Add +5.4% | 245,942 | $25.2M |
| Jane Street Group, LLC | 0.02% | Add +1396.0% | 238,611 | $24.6M |
| Satovsky Asset Management LLC | 3.81% | Add +7.4% | 231,651 | $23.9M |
| AQR Capital Management | 0.01% | Add +14.0% | 230,444 | $23.7M |
| Peirce Capital Management, LLC | 8.42% | Add +0.7% | 222,752 | $23.0M |
| Exchange Traded Concepts, LLC | 0.11% | Reduce -10.8% | 213,530 | $22.0M |
| Squire Investment Management Company, LLC | 5.12% | Add +3.5% | 206,275 | $21.3M |
| Quantum Financial Advisors, LLC | 2.10% | Add +0.5% | 205,867 | $21.2M |
| Keb Asset Management, LLC | 3.35% | Add +21.7% | 200,844 | $20.7M |
| Old Mission Capital LLC | 0.51% | Add +292.1% | 196,010 | $20.2M |
| Discipline Wealth Solutions, LLC | 1.76% | Add +2.0% | 195,266 | $20.1M |
| Wealth Architects, LLC | 1.58% | Reduce -2.0% | 194,456 | $20.0M |
| MML Investors Services, LLC | 0.04% | Add +39.5% | 192,982 | $19.9M |
| Brady Martz Wealth Solutions, LLC | 3.00% | Reduce -0.2% | 192,772 | $19.9M |
| NewEdge Advisors, LLC | 0.06% | Add +131.0% | 189,877 | $19.6M |
| Perigon Wealth Management, LLC | 0.31% | Add +3.9% | 188,913 | $19.5M |
| Great Point Wealth Advisors, LLC | 3.11% | Add +4.3% | 187,077 | $19.3M |
| Prosperity Planning, Inc. | 6.12% | Add +2.0% | 185,156 | $19.1M |
| Rialto Wealth Management, LLC | 3.74% | Add +8.8% | 183,604 | $18.9M |
| Kaufman Rossin Wealth, LLC | 8.84% | Add +10.1% | 180,927 | $18.7M |
| McMill Wealth Management | 4.42% | Add +0.3% | 178,884 | $18.4M |
| Bedel Financial Consulting, Inc. | 1.77% | Add +3.9% | 178,867 | $18.4M |
| Red Lighthouse Investment Management, LLC | 5.48% | Add +1.5% | 178,372 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +35.6% | 177,960 | $18.3M |
| Natixis Advisors, LLC | 0.02% | Add +55.1% | 176,535 | $18.2M |
| Plancorp, LLC | 0.44% | Add +0.0% | 176,120 | $18.2M |
| JRM Investment Counsel, LLC | 4.40% | Add +1.9% | 175,220 | $18.1M |
| Oakwell Private Wealth Management, LLC | 2.98% | Reduce -8.1% | 174,577 | $18.0M |
| HMV Wealth Advisors, LLC | 6.91% | Add +7.5% | 172,213 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +77.8% | 168,723 | $17.6M |
| UBS Group AG | 0.00% | Add +24.1% | 168,225 | $17.3M |
| World Investment Advisors | 0.29% | Reduce -0.1% | 172,848 | $17.3M |
| D'Orazio & Associates, Inc. | 1.97% | Add +17.7% | 165,162 | $17.0M |
| Penserra Capital Management LLC | 0.13% | Reduce -4.0% | 165,093 | $17.0M |
| Cornerstone Wealth Partners, LLC | 7.79% | Add +12.0% | 162,609 | $16.8M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.1% | 162,299 | $16.7M |
| Valued Wealth Advisors LLC | 6.08% | Add +1.5% | 162,263 | $16.7M |
| Invariant Investment Management | 9.36% | Reduce -10.0% | 150,938 | $16.0M |
| Mariner, LLC | 0.02% | Add +10.9% | 154,263 | $15.9M |
| Susquehanna International Group, LLP | 0.01% | New | 153,736 | $15.8M |
| Nottingham Advisors, Inc. | 1.84% | Reduce -0.5% | 151,087 | $15.4M |
| Flagstone Financial Management | 3.42% | Add +1.2% | 148,297 | $15.3M |
| Aerodigm Wealth, LLC | 5.17% | Add +5.4% | 148,229 | $15.3M |
| Flow Traders U.S. LLC | 0.63% | New | 147,113 | $15.2M |
| Libra Wealth LLC | 3.87% | Reduce -1.3% | 147,027 | $15.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.67% | Reduce -1.8% | 145,978 | $15.0M |
| Fonville Wealth Management LLC | 2.45% | Add +6.7% | 145,825 | $15.0M |
| Three Arch Wealth Management LLC | 2.28% | Add +11.3% | 144,506 | $14.9M |
| Robinswood Financial LLC | 4.25% | Add +1.5% | 143,954 | $14.8M |
| Intergy Private Wealth, LLC | 3.34% | Reduce -4.6% | 140,370 | $14.5M |
| Barry Investment Advisors, LLC | 3.03% | Add +3.6% | 140,363 | $14.5M |
| Private Wealth Management Group, LLC | 3.33% | Reduce -3.0% | 139,149 | $14.3M |
| Family Wealth Partners, LLC | 4.27% | Add +5.4% | 134,910 | $13.9M |
| Mraz, Amerine & Associates, Inc. | 1.98% | Add +0.1% | 134,126 | $13.8M |
| Friday Financial | 3.64% | Add +11.2% | 130,837 | $13.6M |
| Wedmont Private Capital | 0.37% | Add +17.4% | 130,165 | $13.6M |
| Collective Family Office LLC | 2.77% | Reduce -0.2% | 131,501 | $13.6M |
| Larson Financial Group LLC | 0.35% | Reduce -2.5% | 130,033 | $13.4M |
| Checchi Capital Advisers, LLC | 0.84% | Add +8.4% | 127,610 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 126,932 | $13.1M |
| Telos Capital Management, Inc. | 1.15% | Reduce -0.9% | 126,197 | $13.0M |
| Confluence Investment Management LLC | 0.20% | Add +4.0% | 125,698 | $13.0M |
| Seven Springs Wealth Group, LLC | 2.87% | Add +5.2% | 125,353 | $12.9M |
| Citadel Advisors | 0.01% | Reduce -71.9% | 124,463 | $12.8M |
| Horizon Investments, LLC | 0.14% | Reduce -21.5% | 414,103 | $12.7M |
| Apeiron RIA LLC | 3.23% | Reduce -0.3% | 122,003 | $12.6M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -2.3% | 120,429 | $12.4M |
| Jackson Thornton Wealth Management, LLC | 0.98% | Add +2.8% | 119,694 | $12.3M |
| Avior Wealth Management, LLC | 0.32% | Reduce -11.2% | 117,186 | $12.1M |
| Assetmark, Inc. | 0.02% | Add +6434.0% | 111,012 | $11.4M |
| Annex Advisory Services, LLC | 0.19% | Reduce -2.1% | 109,690 | $11.3M |
| Highland Financial Advisors, LLC | 2.45% | New | 108,171 | $11.1M |
| REAP Financial Group, LLC | 1.86% | Add +8.9% | 105,749 | $10.9M |
| Kavar Capital Partners Group, LLC | 1.33% | Add +6.9% | 104,566 | $10.8M |
| Parkshore Wealth Management, Inc. | 3.09% | Add +7.0% | 104,377 | $10.8M |
| HBE Wealth Management, LLC | 7.70% | Add +34.1% | 104,095 | $10.7M |
| Dopkins Wealth Management, LLC | 3.90% | Add +0.9% | 104,024 | $10.7M |
| Fidelity D & D Bancorp Inc. | 3.68% | Add +4.9% | 103,936 | $10.7M |
| Schulz Wealth, LTD. | 5.49% | — | 103,193 | $10.6M |
| Factor Wealth Management LTD | 1.53% | Add +47.4% | 98,148 | $10.1M |
| Porter White Investment Advisors, Inc. | 3.89% | Add +2.4% | 97,956 | $10.1M |
| WMG Financial Advisors, LLC | 3.77% | Add +1.2% | 97,070 | $10.0M |
| True North Advisors, LLC | 0.94% | Add +2.9% | 95,704 | $9.9M |
| WealthCollab, LLC | 3.55% | Add +1.8% | 95,159 | $9.8M |
| CoreFirst Bank & Trust | 4.87% | Reduce -0.8% | 95,088 | $9.8M |
| Financial Futures Ltd Liability Co. | 3.68% | Add +2.3% | 93,881 | $9.7M |
| Betterment LLC | 0.02% | Add +3.1% | 91,956 | $9.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.9% | 91,314 | $9.5M |
| Voisard Asset Management Group, Inc. | 1.77% | Add +0.7% | 90,797 | $9.4M |
| BlackRock, Inc. | 0.00% | Add +36.7% | 90,695 | $9.3M |
| Retirement Management Systems Inc. | 1.91% | New | 90,488 | $9.3M |
| HB Wealth Management, LLC | 0.05% | Reduce -10.2% | 90,335 | $9.3M |
| Poinciana Advisors Group, LLC | 6.72% | Reduce -4.1% | 82,511 | $9.1M |
| First National Bank Sioux Falls | 2.47% | No change | 84,956 | $9.0M |
| Bayshore Asset Management, LLC | 3.16% | Reduce -1.4% | 85,787 | $8.8M |
| Stolz & Associates, PS | 5.39% | Add +5.8% | 83,717 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +37.1% | 83,687 | $8.6M |
| Fort Vancouver Investment Management, LLC | 3.94% | Reduce -5.4% | 81,859 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +43.8% | 81,226 | $8.4M |
| XY Planning Network, Inc. | 1.05% | Add +18.5% | 80,955 | $8.3M |
| Basso Capital Management, L.P. | 2.04% | New | 80,328 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Add +24.5% | 79,683 | $8.2M |
| Fortitude Family Office, LLC | 1.60% | Add +4.7% | 79,576 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -26.6% | 79,266 | $8.2M |
| Bellecapital International Ltd. | 1.31% | No change | 79,245 | $8.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.4% | 78,655 | $8.1M |
| Beta Wealth Group, Inc. | 3.01% | Add +7.6% | 77,859 | $8.0M |
| Per Stirling Capital Management, LLC. | 0.76% | Reduce -20.1% | 77,575 | $8.0M |
| Smith, Moore & Co. | 0.52% | Reduce -3.7% | 77,457 | $8.0M |
| Bull Oak Capital, LLC | 2.64% | Add +0.6% | 76,925 | $7.9M |
| Oceanside Advisors LLC | 3.98% | Add +1.9% | 76,498 | $7.9M |
| Physician Wealth Solutions Inc. | 2.98% | Add +4.7% | 76,304 | $7.9M |
| Elevate Wealth Advisory, Inc. | 4.49% | Add +5.6% | 76,258 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.7% | 74,096 | $7.6M |
| Higgins & Schmidt Wealth Strategies LLC | 3.14% | Reduce -0.1% | 73,757 | $7.6M |
| Claris Advisors, LLC / Mo / | 1.98% | Add +10.5% | 73,718 | $7.6M |
| Cowa, LLC | 2.05% | Reduce -0.7% | 73,577 | $7.6M |
| Anderson Hoagland & Co. | 0.59% | Reduce -6.0% | 73,087 | $7.5M |
| Kestra Investment Management, LLC | 0.15% | Reduce -36.8% | 72,937 | $7.5M |
| Harbor Group, Inc. | 0.87% | Add +19.0% | 72,251 | $7.4M |
| Hill Island Financial LLC | 1.59% | Add +4.3% | 72,144 | $7.4M |
| PW Advisors, LLC \ FL | 4.92% | Add +6.6% | 71,554 | $7.4M |
| Ironwood Wealth Management, LLC. | 1.63% | New | 71,156 | $7.3M |
| Strategic Blueprint, LLC | 0.36% | Reduce -1.4% | 70,637 | $7.3M |
| Kings Path Partners LLC | 1.88% | Add +15.7% | 68,691 | $7.1M |
| Caliber Wealth Management, LLC / KS | 0.68% | Add +3.1% | 68,281 | $7.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.33% | Add +0.0% | 67,642 | $7.0M |
| EJMK Ventures LLC | 3.12% | Add +169.5% | 66,668 | $6.9M |
| Estate Counselors, LLC | 0.59% | Reduce -2.2% | 66,480 | $6.9M |
| Simplicity Wealth,LLC | 0.23% | Add +4.0% | 66,237 | $6.8M |
| Southern Capital Services Inc. | 3.81% | Add +6.1% | 65,934 | $6.8M |
| Oak Wealth Advisors LLC | 3.19% | Add +1.6% | 64,510 | $6.6M |
| Curio Wealth, LLC | 2.03% | Add +4.4% | 63,452 | $6.5M |
| Cardiff Park Advisors, LLC | 0.51% | Add +7.0% | 63,201 | $6.5M |
| Empire Financial Management Company, LLC | 2.56% | Add +3.9% | 62,834 | $6.5M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +4.9% | 62,327 | $6.4M |
| Trilogy Capital Inc. | 0.25% | Reduce -1.4% | 62,150 | $6.4M |
| Oath Planning, LLC | 4.73% | Add +11.6% | 61,867 | $6.4M |
| Ballentine Capital Advisors, Inc | 2.37% | Reduce -4.5% | 60,995 | $6.3M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -8.5% | 60,864 | $6.3M |
| KOM Wealth Management Group, LLC | 3.78% | Add +11.3% | 60,781 | $6.3M |
| Community Bank, N.A. | 0.67% | Reduce 0.0% | 60,212 | $6.2M |
| Avant Financial Advisors LLC | 3.86% | Add +2.4% | 60,142 | $6.2M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +7.7% | 59,639 | $6.1M |
| Allworth Financial LP | 0.03% | Reduce -5.7% | 59,480 | $6.1M |
| PCG Wealth Advisors, LLC | 1.36% | Reduce -7.5% | 59,099 | $6.1M |
| Greenspring Advisors, LLC | 0.33% | Reduce -1.7% | 58,441 | $6.0M |
| Golden Bell Financial Planning LLC | 4.39% | Reduce -3.0% | 57,971 | $6.0M |
| Davidson Kahn Capital Management, LLC | 2.55% | Add +19.3% | 57,497 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +28.2% | 57,097 | $5.9M |
| Chicago Partners Investment Group LLC | 0.12% | Add +1.9% | 56,682 | $5.9M |
| SageView Advisory Group, LLC | 0.19% | Add +991.2% | 56,253 | $5.8M |
| Victory Financial Group, LLC | 0.61% | Add +4.2% | 55,968 | $5.8M |
| Bannerman Wealth Management Group, LLC | 3.33% | Add +0.8% | 55,360 | $5.7M |
| Leibman Financial Services, Inc. | 3.74% | Add +2.1% | 54,662 | $5.6M |
| Bauman Advisory Group, LLC | 2.95% | Add +18.0% | 54,109 | $5.6M |
| Prism Planning Partners LLC | 5.86% | Add +0.2% | 53,754 | $5.5M |
| Prospera Financial Services Inc | 0.08% | Add +31.8% | 53,698 | $5.5M |
| Towerpoint Wealth, LLC | 1.92% | Add +143.4% | 53,615 | $5.5M |
| Parkwoods Wealth Partners, LLC | 0.88% | Add +120.7% | 53,100 | $5.5M |
| Cascade Financial Partners, LLC | 0.47% | Add +15.1% | 52,960 | $5.5M |
| Wealthfront Advisers LLC | 0.01% | Add +19.6% | 52,614 | $5.4M |
| Versant Capital Management, Inc | 0.48% | Reduce -0.5% | 51,778 | $5.3M |
| Stone Summit Wealth LLC | 1.35% | Reduce -2.3% | 51,721 | $5.3M |
| Summit Financial, LLC | 0.06% | Reduce -1.7% | 51,561 | $5.3M |
| Keybank National Association | 0.02% | New | 50,509 | $5.2M |
| Alpha Omega Wealth Management LLC | 0.79% | Add +3.4% | 50,334 | $5.2M |
| Cypress Point Wealth Management, LLC | 1.05% | Reduce -1.9% | 49,915 | $5.1M |
| Laurel Wealth Planning LLC | 2.27% | Add +2.0% | 49,705 | $5.1M |
| Systelligence, LLC | 0.85% | Add +28.8% | 49,411 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.1% | 48,648 | $5.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +1.8% | 48,257 | $5.0M |
| Haven Private, LLC | 1.84% | Add +2.5% | 47,088 | $4.9M |
| Tortoise Investment Management, LLC | 0.36% | Reduce -1.1% | 46,832 | $4.8M |
| Stegent Equity Advisors, Inc. | 3.41% | Reduce -1.5% | 46,201 | $4.8M |
| Advisory Services Network, LLC | 0.05% | Add +4.4% | 46,003 | $4.7M |
| CreativeOne Wealth, LLC | 0.10% | Add +14.8% | 44,988 | $4.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +5.3% | 44,876 | $4.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.9% | 44,152 | $4.5M |
| Asset One Wealth Management LLC | 0.47% | Add +1.1% | 42,072 | $4.4M |
| Bristlecone Value Partners, LLC | 3.44% | Add +0.1% | 41,546 | $4.3M |
| Ariadne Wealth Management, LP | 1.89% | Add +0.9% | 41,526 | $4.3M |
| Cloud Capital Management, LLC | 1.55% | Add +9.5% | 41,189 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.42% | Add +21.0% | 40,935 | $4.2M |
| Tandemgrowth Financial Advisors LLC | 3.43% | Add +3.7% | 40,790 | $4.2M |
| Platform Wealth Management, LLC | 1.52% | — | 40,373 | $4.2M |
| Waterfront Wealth Inc. | 0.64% | Add +4.5% | 39,610 | $4.1M |
| Sigma Planning Corp | 0.10% | Add +114.1% | 39,996 | $4.1M |
| Prospect Financial Group LLC | 3.32% | No change | 39,966 | $4.1M |
| Level Four Advisory Services, LLC | 0.12% | New | 39,580 | $4.1M |
| Stokes Family Office, LLC | 0.46% | Reduce -20.4% | 38,335 | $4.0M |
| Founders Financial Securities LLC | 0.20% | Add +38.6% | 38,268 | $3.9M |
| Index Fund Advisors, Inc. | 0.16% | Add +1.4% | 37,974 | $3.9M |
| DeLarme Wealth Management, Inc. | 2.23% | Add +4.0% | 37,384 | $3.9M |
| Legacy Wealth Management, LLC / MS | 0.99% | Add +18.9% | 37,372 | $3.9M |
| WorthPointe, LLC | 0.96% | Add +11.4% | 36,877 | $3.8M |
| Aire Advisors, LLC | 0.62% | Reduce -5.7% | 36,741 | $3.8M |
| Accurate Wealth Management, LLC | 0.36% | Add +27.8% | 35,772 | $3.7M |
| Lauterbach Financial Advisors, LLC | 1.59% | Add +6.5% | 35,886 | $3.7M |
| E-Wealth Partners, LLC | 2.58% | Add +1.6% | 34,703 | $3.6M |
| Savvy Advisors, Inc. | 0.08% | Add +20.7% | 34,348 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +15.7% | 34,045 | $3.5M |
| AllGen Financial Advisors, Inc. | 0.76% | Add +6.7% | 33,914 | $3.5M |
| BWM Planning, LLC | 0.81% | Reduce -0.5% | 33,699 | $3.5M |
| Evanson Financial, LLC | 0.17% | — | 33,399 | $3.4M |
| Shufro Rose & Co. LLC | 0.20% | Reduce -1.6% | 33,339 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +23.6% | 33,272 | $3.4M |
| Insigneo Advisory Services, LLC | 0.13% | New | 33,194 | $3.4M |
| Capstone Wealth Management, LLC | 1.58% | Add +1.3% | 33,085 | $3.4M |
| Arcadia Wealth Management, Inc. | 1.62% | Add +1.4% | 32,891 | $3.4M |
| Green Ridge Wealth Planning LLC | 1.42% | Add +56.2% | 32,691 | $3.4M |
| Baker Tilly Wealth Management, LLC | 0.72% | Add +7.0% | 32,595 | $3.4M |
| Smartleaf Asset Management LLC | 0.11% | No change | 32,366 | $3.3M |
| Earned Wealth Advisors, LLC | 0.21% | Reduce -0.6% | 31,821 | $3.3M |
| Continuum Advisory, LLC | 0.26% | Reduce -12.8% | 31,532 | $3.2M |
| Trailhead Planners LLC | 3.12% | Reduce -7.0% | 31,299 | $3.2M |
| Capasso Planning Partners LLC | 1.60% | Reduce -1.4% | 31,059 | $3.2M |
| Principal Securities, Inc. | 0.04% | Reduce -14.6% | 30,824 | $3.2M |
| RCS Financial Planning, LLC | 1.46% | Reduce -0.3% | 29,877 | $3.1M |
| Courier Capital LLC | 0.15% | Add +0.0% | 29,856 | $3.1M |
| Sanchez Levi Garrett | 1.66% | Add +2.4% | 29,716 | $3.1M |
| Belleair Asset Management, LLC | 2.57% | Add +0.6% | 29,691 | $3.1M |
| Orion Capital Management LLC | 0.94% | Add +15.5% | 29,243 | $3.0M |
| Equita Financial Network, Inc. | 0.83% | Add +0.4% | 29,176 | $3.0M |
| TrustWell Financial Advisors, LLC | 2.49% | Reduce -37.6% | 28,509 | $2.9M |
| Fifth Third Securities, Inc. | 0.17% | Add +10.7% | 28,398 | $2.9M |
| Tillman Hartley LLC | 0.66% | Add +6.2% | 28,351 | $2.9M |
| Cibc World Market Inc. | 0.00% | Add +375.1% | 28,275 | $2.9M |
| McLean Asset Management Corp | 0.38% | Reduce -7.9% | 27,648 | $2.9M |
| Seed Wealth Management, Inc. | 1.82% | Add +1.4% | 27,882 | $2.9M |
| Diversify Advisory Services, LLC | 0.05% | New | 26,905 | $2.8M |
| Diversify Wealth Management, LLC | 0.05% | Add +4.2% | 26,905 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +23.3% | 27,058 | $2.8M |
| Forum Financial Management, LP | 0.04% | Add +0.2% | 26,828 | $2.8M |
| Cogent Strategic Wealth LLC | 2.61% | Add +0.0% | 26,555 | $2.7M |
| Sensenig Capital Advisors, Inc | 2.49% | Add +0.1% | 26,439 | $2.7M |
| LexAurum Advisors, LLC | 0.31% | Add +3.0% | 25,562 | $2.6M |
| Frankly Finances, LLC | 2.08% | Reduce -0.1% | 25,558 | $2.6M |
| McCartney Wealth Management LLC | 1.99% | Add +1.7% | 25,526 | $2.6M |
| Phillip James Consulting Co. | 1.76% | New | 25,490 | $2.6M |
| Fiduciary Financial Advisors | 0.27% | Add +724.0% | 25,477 | $2.6M |
| Bright Futures Wealth Management, LLC. | 1.69% | Reduce -22.3% | 25,311 | $2.6M |
| Networth Advisors, LLC | 1.50% | Add +26.3% | 25,047 | $2.6M |
| Ancora Advisors LLC | 0.05% | Add +137.0% | 24,106 | $2.5M |
| Tanglewood Wealth Management, Inc. | 0.21% | Add +75.6% | 23,881 | $2.5M |
| Global Trust Wealth Management LLC | 1.68% | Add +22.3% | 23,704 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +930.5% | 23,423 | $2.4M |
| Balboa Wealth Partners | 0.32% | Add +4.8% | 23,061 | $2.4M |
| Holcombe Financial, Inc. | 1.34% | Add +3.0% | 22,980 | $2.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.50% | Add +18.4% | 22,942 | $2.4M |
| Lam Group, Inc. | 1.17% | Add +10.1% | 22,885 | $2.4M |
| Nuveen, LLC | 0.00% | New | 22,705 | $2.3M |
| Navigoe, LLC | 1.22% | Add +2.5% | 22,594 | $2.3M |
| Insight Wealth Partners, LLC | 0.31% | Add +1.3% | 22,551 | $2.3M |
| Cary Street Partners Financial LLC | 0.05% | New | 22,541 | $2.3M |
| IAG Wealth Partners, LLC | 0.23% | Reduce -0.6% | 22,529 | $2.3M |
| CoreCap Advisors, LLC | 0.07% | Add +12.9% | 22,251 | $2.3M |
| PFC Capital Group, Inc. | 0.85% | Add +2.3% | 21,509 | $2.2M |
| Triton Wealth Management, PLLC | 0.68% | Reduce -10.4% | 21,439 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.9% | 21,415 | $2.2M |
| Hudson Oak Wealth Advisory LLC | 1.70% | Reduce -3.2% | 21,329 | $2.2M |
| Astra Wealth Partners LLC | 1.22% | Reduce -1.3% | 21,308 | $2.2M |
| Seeds Investor LLC | 0.23% | Add +10.3% | 21,279 | $2.2M |
| Paragon Advisors, LLC | 0.46% | Add +10.3% | 21,216 | $2.2M |
| Vistica Wealth Advisors, LLC | 1.87% | Reduce -1.8% | 20,965 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.32% | Add +45.5% | 20,817 | $2.1M |
| Gradient Capital Advisors, LLC | 0.50% | Reduce -3.2% | 20,796 | $2.1M |
| &partners | 0.01% | Add +41.9% | 20,808 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.0% | 20,665 | $2.1M |
| Torren Management, LLC | 1.08% | Reduce -1.4% | 20,559 | $2.1M |
| Berkeley, Inc | 0.66% | Add +32.1% | 20,273 | $2.1M |
| 55 North Private Wealth, LLC | 0.41% | Reduce -1.9% | 20,100 | $2.1M |
| Aspirean Wealth, LLC | 1.88% | Add +37.3% | 19,612 | $2.0M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 19,299 | $2.0M |
| LRI Investments, LLC | 0.16% | No change | 19,032 | $2.0M |
| Altar Rock LLC | 2.86% | Add +1.0% | 19,026 | $2.0M |
| Financial Plan, Inc. | 0.19% | Add +1.6% | 18,949 | $2.0M |
| Breakwater Capital Group | 0.23% | Add +14.9% | 18,912 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.38% | Add +53.0% | 18,895 | $1.9M |
| Philadelphia Trust Co. | 0.13% | Reduce -0.2% | 18,892 | $1.9M |
| HUB Investment Partners, LLC | 0.03% | New | 18,280 | $1.9M |
| NFSG Corp | 0.23% | New | 18,137 | $1.9M |
| IMG Wealth Management, Inc. | 1.04% | Add +15.9% | 18,081 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -8.1% | 17,879 | $1.8M |
| Dogwood Wealth Management LLC | 0.72% | Reduce -3.0% | 17,650 | $1.8M |
| Passive Capital Management, LLC. | 0.57% | Add +0.4% | 19,338 | $1.8M |
| Maimon Wealth Management LTD. | 1.39% | Add +0.9% | 17,525 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +55.9% | 17,336 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | New | 17,256 | $1.8M |
| Nwam LLC | 0.09% | Add +5.9% | 17,182 | $1.8M |
| Trademark Financial Management, LLC | 0.72% | Add +22.5% | 17,137 | $1.8M |
| Northland Capital Management LLC | 0.95% | Add +5.6% | 17,112 | $1.8M |
| Clark Asset Management, LLC | 0.14% | Reduce -11.3% | 16,968 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.23% | Reduce -3.4% | 16,802 | $1.7M |
| Pacific Asset Management, LLC | 0.85% | Add +4.4% | 16,740 | $1.7M |
| Johnson Financial Group, LLC | 0.09% | New | 16,484 | $1.7M |
| Ocean Park Asset Management, LLC | 0.08% | New | 16,360 | $1.7M |
| Middleton & Co. Inc. | 0.18% | Add +48.3% | 16,282 | $1.7M |
| Gibson Capital, LLC | 0.27% | Reduce -4.9% | 16,162 | $1.7M |
| Verus Wealth Management, LLC | 1.37% | Add +4.9% | 16,160 | $1.7M |
| Austin Wealth Management, LLC | 0.35% | Add +4.5% | 16,088 | $1.6M |
| Baker Ellis Asset Management LLC | 0.17% | Add +0.6% | 15,930 | $1.6M |
| Lifetime Wealth Management P.C. | 0.97% | Reduce -0.7% | 15,912 | $1.6M |
| Verdence Capital Advisors LLC | 0.09% | Add +1.3% | 15,909 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 15,513 | $1.6M |
| L.K. Benson & Company, P.C. | 0.48% | Reduce -0.9% | 15,374 | $1.6M |
| Douglass Winthrop Advisors, LLC | 0.03% | New | 15,300 | $1.6M |
| Maia Wealth LLC | 0.23% | Add +12.4% | 15,293 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +48.5% | 14,945 | $1.5M |
| Seaview Investment Managers LLC | 0.46% | Add +9.4% | 14,857 | $1.5M |
| CVA Family Office, LLC | 0.14% | Reduce -1.6% | 14,774 | $1.5M |
| Maridea Wealth Management LLC | 0.16% | Add +3.7% | 14,631 | $1.5M |
| Two Sigma Securities, LLC | 0.13% | New | 14,594 | $1.5M |
| Tableaux LLC | 0.63% | Add +23.5% | 14,529 | $1.5M |
| Burk Holdings LLC | 0.54% | Add +18.6% | 14,058 | $1.4M |
| Powerhouse Assets LLC | 1.15% | Reduce -0.6% | 13,724 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +12.1% | 13,649 | $1.4M |
| Hardin Capital Partners, LLC | 0.64% | Add +3.8% | 13,371 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -10.2% | 13,374 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -8.3% | 13,331 | $1.4M |
| Curtis Advisory Group, LLC | 0.26% | Reduce -0.7% | 13,166 | $1.4M |
| Sunpointe, LLC | 0.39% | No change | 13,163 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +32.8% | 13,112 | $1.4M |
| Certified Advisory Corp | 0.11% | Reduce -1.6% | 13,021 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.0% | 12,772 | $1.3M |
| FMB Wealth Management | 0.48% | Reduce -1.9% | 12,620 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 12,537 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +147.3% | 12,503 | $1.3M |
| Abacus Planning Group, Inc. | 0.16% | Add +12.2% | 12,487 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 12,474 | $1.3M |
| Mgo One Seven LLC | 0.02% | Add +13.8% | 12,325 | $1.3M |
| FMR LLC | 0.00% | Add +3.3% | 11,607 | $1.2M |
| E&G Advisors, LLC | 0.23% | Add +4.3% | 11,498 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +86.4% | 11,127 | $1.1M |
| Nvest Wealth Strategies, Inc. | 0.71% | Add +3.2% | 10,964 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | New | 10,898 | $1.1M |
| Asset Dedication, LLC | 0.07% | Reduce -2.5% | 10,837 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -26.6% | 10,800 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.33% | Reduce -2.5% | 10,607 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -50.6% | 10,125 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +4.7% | 10,092 | $1.0M |
| Level Financial Advisors | 0.23% | Add +1.0% | 10,032 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.20% | New | 10,000 | $1.0M |
| Signature Equity Partners, LLC | 0.47% | Add +11.2% | 9,892 | $1.0M |
| Tru Independence Asset Management 2, LLC | 0.54% | Reduce -0.2% | 9,748 | $1.0M |
| Prosperity Consulting Group, LLC | 0.04% | No change | 9,727 | $1.0M |
| Sankala Group LLC | 0.66% | Add +43.3% | 8,924 | $981K |
| Liberty Capital Management, Inc. | 0.17% | — | 9,486 | $978K |
| SouthState Bank Corp | 0.04% | No change | 9,475 | $976K |
| MAI Capital Management | 0.00% | Add +97.2% | 9,447 | $974K |
| Fifth Third Bancorp | 0.00% | Reduce -2.0% | 9,360 | $965K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.4% | 9,293 | $958K |
| CENTRAL TRUST Co | 0.02% | Reduce -20.6% | 9,190 | $947K |
| SVRN Asset Management, LLC | 0.48% | Reduce -7.0% | 9,049 | $932K |
| Pacific Sage Partners, LLC | 0.13% | Add +6.8% | 9,006 | $928K |
| NCM Capital Management, LLC | 0.29% | Add +11.5% | 9,005 | $928K |
| Nemes Rush Group LLC | 0.08% | Add +17.9% | 8,905 | $918K |
| Balefire, LLC | 0.15% | Add +24.6% | 8,849 | $912K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -24.4% | 8,798 | $907K |
| Mosaic Family Wealth Partners, LLC | 0.06% | New | 8,728 | $899K |
| Goldstein Advisors, LLC | 0.08% | Add +20.8% | 8,706 | $897K |
| Capital Analysts, LLC | 0.02% | Add +1.3% | 8,558 | $882K |
| Integrity Wealth Solutions LLC | 0.32% | Add +38.5% | 8,483 | $874K |
| United Advisor Group, LLC | 0.09% | New | 8,435 | $869K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +54.9% | 8,435 | $869K |
| Canvas Wealth Advisors, LLC | 0.12% | Add +9.5% | 8,430 | $869K |
| Exchange Bank | 0.54% | Add +13.1% | 8,379 | $863K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -38.4% | 8,368 | $862K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -4.5% | 8,284 | $854K |
| Caprock Group, LLC | 0.02% | Reduce -18.8% | 8,241 | $849K |
| Selective Wealth Management, Inc. | 0.22% | Reduce -1.8% | 8,191 | $840K |
| Drive Wealth Management, LLC | 0.15% | Add +3.9% | 8,121 | $837K |
| Kane Co Wealth Management, Inc. | 0.63% | Reduce -0.4% | 8,103 | $835K |
| Seldon Capital LP | 0.26% | No change | 8,000 | $824K |
| Mercer Global Advisors Inc. | 0.00% | Add +46.4% | 7,987 | $823K |
| W.H. Cornerstone Investments Inc. | 0.46% | Add +57.0% | 7,956 | $820K |
| Entrewealth, LLC | 0.30% | Add +10.4% | 7,571 | $819K |
| Ifrah Financial Services, Inc. | 0.20% | Add +0.1% | 7,926 | $817K |
| Tudor Investment Corporation | 0.00% | New | 7,917 | $816K |
| Prosperitas Financial LLC | 0.26% | Add +0.6% | 7,772 | $801K |
| Simplex Trading, LLC | 0.02% | Add +37.9% | 7,715 | $795K |
| Visionary Wealth Advisors | 0.03% | Reduce -4.0% | 7,700 | $793K |
| Cypress Financial Planning LLC | 0.19% | New | 7,695 | $793K |
| Camarda Financial Advisors, LLC | 0.24% | Add +1.8% | 7,673 | $791K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -0.7% | 7,608 | $784K |
| Bragg Financial Advisors, Inc | 0.02% | Add +11.4% | 7,474 | $770K |
| Cogent Private Wealth, Inc. | 0.48% | No change | 7,446 | $767K |
| Ameritas Advisory Services, LLC | 0.02% | New | 7,417 | $764K |
| Hengehold Capital Management LLC | 0.06% | New | 7,149 | $737K |
| Renaissance Technologies | 0.00% | New | 7,116 | $733K |
| Endeavor Private Wealth, Inc. | 0.18% | Add +13.8% | 7,066 | $728K |
| Ameriprise Financial Inc. | 0.00% | Add +17.9% | 7,024 | $724K |
| Ruedi Wealth Management, Inc. | 0.17% | No change | 6,914 | $712K |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.4% | 6,903 | $711K |
| Websterrogers Financial Advisors, LLC | 0.18% | Reduce -25.5% | 6,853 | $706K |
| Brighton Jones LLC | 0.01% | Add +7.0% | 6,668 | $687K |
| Tranquilli Financial Advisor LLC | 0.37% | Add +46.6% | 6,622 | $682K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.3% | 6,570 | $677K |
| Integrated Wealthcare, LLC | 0.51% | Reduce -0.0% | 6,567 | $677K |
| Cypress Wealth Services, LLC | 0.08% | Add +169.4% | 6,547 | $675K |
| Haverford Financial Services, Inc. | 0.19% | No change | 6,297 | $649K |
| Tranquility Partners, LLC | 0.22% | Add +3.6% | 6,248 | $644K |
| PFG Advisors | 0.03% | New | 6,204 | $639K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.8% | 6,197 | $639K |
| M Wealth Management, LLC | 0.50% | No change | 6,152 | $634K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,080 | $627K |
| James Investment Research, Inc. | 0.06% | Add +15.8% | 6,044 | $623K |
| Kingsview Wealth Management, LLC | 0.01% | Add +78.4% | 6,008 | $619K |
| Nova R Wealth, Inc. | 0.18% | Add +153.0% | 5,859 | $604K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.8% | 5,850 | $603K |
| MCF Advisors LLC | 0.02% | Reduce -0.5% | 5,672 | $585K |
| Perryman Financial Advisory Inc. | 0.08% | Add +0.1% | 5,615 | $579K |
| Fisher Asset Management | 0.00% | New | 5,607 | $578K |
| Bank of New York Mellon Corp | 0.00% | Add +21.3% | 5,265 | $543K |
| Global Retirement Partners, LLC | 0.01% | — | 5,252 | $541K |
| Seaside Wealth Management, Inc. | 0.13% | Reduce -4.3% | 5,235 | $539K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.2% | 5,225 | $538K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 5,195 | $535K |
| Lutz Financial Services LLC | 0.03% | Add +1.0% | 5,170 | $533K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -38.9% | 5,028 | $518K |
| Cambridge Financial Group, LLC | 0.16% | No change | 5,018 | $517K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -0.0% | 4,882 | $503K |
| Palisade Asset Management, LLC | 0.05% | No change | 4,840 | $499K |
| Sfm, LLC | 0.25% | New | 4,708 | $485K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 4,676 | $482K |
| Empirical Finance, LLC | 0.02% | No change | 4,651 | $479K |
| Echo Wealth Management, LLC | 0.24% | Add +57.8% | 4,515 | $465K |
| Aureum Wealth Management, LLC | 0.29% | Reduce -18.3% | 4,511 | $465K |
| Colter Lewis Investment Partners LLC | 0.21% | New | 4,500 | $464K |
| Stonebridge Financial Group, LLC | 0.04% | Add +2.4% | 4,483 | $462K |
| Harbor Investment Advisory, LLC | 0.03% | Add +8.0% | 4,465 | $460K |
| Legacies Wealth LLC | 0.25% | No change | 4,388 | $452K |
| Narus Financial Partners, LLC | 0.12% | New | 4,388 | $452K |
| Bluespring Wealth Management, LLC | 0.01% | New | 4,362 | $450K |
| R2 Capital Strategies, LLC | 0.20% | — | 4,345 | $448K |
| Intelligent Financial Strategies | 0.21% | Add +0.1% | 4,275 | $441K |
| Colonial River Investments, LLC | 0.12% | Reduce -7.4% | 4,248 | $438K |
| Wilkerson Advisory Group LLC | 0.13% | Reduce -3.8% | 4,134 | $426K |
| First Trust Advisors LP | 0.00% | Add +23.5% | 4,083 | $421K |
| Root Financial Partners, LLC | 0.02% | Reduce -43.6% | 4,082 | $421K |
| Destination Wealth Management | 0.01% | No change | 4,078 | $420K |
| Atlas Wealth LLC | 0.07% | No change | 4,009 | $413K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,998 | $412K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 3,961 | $408K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,953 | $407K |
| Parallel Advisors, LLC | 0.01% | Add +18.4% | 3,944 | $407K |
| Allodium Investment Consultants, LLC | 0.17% | Add +0.0% | 3,824 | $394K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +8.6% | 3,800 | $392K |
| Inspire Advisors, LLC | 0.03% | Add +6.9% | 3,768 | $388K |
| Liberty Wealth Management LLC | 0.05% | No change | 3,847 | $384K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 3,716 | $383K |
| Compass Capital Corp. /Ma/ | 0.12% | New | 3,464 | $378K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +54.4% | 3,666 | $378K |
| Solidarity Wealth, LLC | 0.07% | New | 3,655 | $377K |
| Life Planning Partners, Inc | 0.28% | No change | 3,605 | $371K |
| Harbour Investments, Inc. | 0.01% | Add +3.3% | 3,583 | $369K |
| Financial Architects, LLC | 0.17% | Add +0.8% | 3,540 | $365K |
| Financial Symmetry Inc | 0.12% | Reduce -1.2% | 3,512 | $362K |
| Jacobi Capital Management LLC | 0.02% | Add +0.3% | 3,508 | $361K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -24.4% | 3,368 | $347K |
| Well Done, LLC | 0.05% | New | 3,347 | $345K |
| GDS Wealth Management | 0.02% | No change | 3,342 | $344K |
| Facet Wealth, Inc. | 0.00% | New | 3,339 | $344K |
| Klaas Financial Asset Advisors, LLC | 0.04% | Reduce -59.3% | 3,334 | $344K |
| XTX Topco Ltd | 0.00% | New | 3,264 | $336K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.9% | 3,211 | $331K |
| Foundry Financial LLC | 0.11% | Reduce -3.4% | 3,201 | $330K |
| Approach Retirement Advisors, LLC | 0.24% | Reduce -1.1% | 3,200 | $330K |
| National Bank of Canada | 0.00% | Reduce -17.3% | 3,083 | $326K |
| Quantum Portfolio Management LLC | 0.12% | Add +13.7% | 3,140 | $324K |
| Baird Financial Group, Inc. | 0.00% | Add +15.1% | 3,136 | $323K |
| Keel Point, LLC | 0.02% | No change | 3,106 | $320K |
| JDH Wealth Management, LLC | 0.19% | No change | 3,090 | $318K |
| Sage Rhino Capital LLC | 0.05% | Add +0.5% | 3,077 | $317K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.4% | 3,076 | $317K |
| Leading Edge Financial Planning LLC | 0.06% | No change | 3,067 | $316K |
| First National Bank of Omaha | 0.01% | No change | 3,055 | $316K |
| Caerus Investment Advisors, LLC | 0.10% | No change | 3,020 | $311K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.6% | 3,004 | $310K |
| Arax Advisory Partners | 0.00% | Add +326.9% | 2,997 | $309K |
| Truepoint, Inc. | 0.01% | Reduce -95.5% | 2,979 | $307K |
| Riverbend Wealth Management, LLC | 0.16% | Add +3.3% | 2,968 | $306K |
| Foresight Capital Management Advisors, Inc. | 0.15% | Reduce -15.3% | 2,963 | $305K |
| Element Wealth, LLC | 0.11% | Add +16.5% | 2,960 | $305K |
| Fortune Financial Advisors, LLC | 0.13% | New | 2,924 | $301K |
| Synergy Investment Management, LLC | 0.07% | Reduce -11.3% | 2,908 | $300K |
| Clearstead Advisors, LLC | 0.00% | Reduce -18.2% | 2,861 | $295K |
| TruNorth Capital Management, LLC | 0.05% | No change | 2,810 | $290K |
| Range Advisory, LLC | 0.03% | New | 2,808 | $289K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +3.0% | 2,807 | $289K |
| BFI Wealth Solutions, LLC | 0.21% | Add +1.3% | 2,787 | $287K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.3% | 2,768 | $285K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,752 | $284K |
| RVW Wealth, LLC | 0.02% | Reduce -3.4% | 2,720 | $280K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 2,674 | $276K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 2,662 | $274K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.4% | 2,659 | $274K |
| Koshinski Asset Management, Inc. | 0.01% | Add +9.7% | 2,636 | $272K |
| Freedom Day Solutions, LLC | 0.06% | New | 2,597 | $268K |
| International Assets Investment Management, LLC | 0.02% | New | 2,560 | $265K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,553 | $263K |
| Okabena Investment Services Inc. | 0.05% | No change | 2,518 | $259K |
| Csenge Advisory Group | 0.01% | Add +3.5% | 2,512 | $259K |
| Index Technologies Group LLC | 0.21% | Add +13.9% | 2,508 | $258K |
| Baldwin Investment Management, LLC | 0.02% | New | 2,500 | $258K |
| Gaddis Premier Wealth Advisors LLC | 0.16% | New | 2,497 | $257K |
| Roman Butler Fullerton & Co. | 0.06% | Add +1.9% | 2,481 | $256K |
| CWA Asset Management Group, LLC | 0.01% | No change | 2,473 | $255K |
| Zacks Investment Management | 0.00% | New | 2,431 | $251K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 2,423 | $250K |
| Belvedere Trading LLC | 0.02% | New | 2,411 | $248K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.8% | 2,408 | $248K |
| Independent Financial Group, LLC | 0.00% | Reduce -69.9% | 2,398 | $247K |
| Thor Investment Management Inc. /Oh/ | 0.14% | Reduce -1.9% | 2,354 | $243K |
| Meritas Wealth Management, LLC | 0.09% | Add +1.4% | 2,353 | $242K |
| Allied Private Wealth LLC | 0.15% | — | 2,291 | $236K |
| Fortis Capital Management LLC | 0.03% | No change | 2,270 | $234K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +7.0% | 2,259 | $233K |
| Sapient Capital LLC | 0.00% | New | 2,236 | $230K |
| Integrity Advisory Solutions, LLC | 0.02% | Add +2.3% | 2,218 | $229K |
| Trellis Wealth Advisors LLC | 0.08% | Add +1.2% | 2,211 | $228K |
| Shotwell Rutter Baer Inc | 0.12% | Reduce -2.2% | 2,197 | $226K |
| Angeles Wealth Management, LLC | 0.01% | Add +134.7% | 2,187 | $225K |
| IF Advisors, LLC | 0.15% | New | 2,172 | $224K |
| SRH Advisors, LLC | 0.06% | No change | 2,172 | $224K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.0% | 2,146 | $222K |
| Bison Wealth, LLC | 0.02% | Add +1.8% | 2,089 | $221K |
| Global Wealth Management, LLC | 0.11% | New | 2,141 | $221K |
| Heron Bay Capital Management | 0.02% | Add +1.0% | 2,099 | $216K |
| Accel Wealth Management | 0.05% | No change | 2,080 | $214K |
| Base Wealth Management LLC | 0.10% | No change | 2,078 | $214K |
| Worth Asset Management, LLC | 0.07% | New | 2,013 | $207K |
| Quadcap Wealth Management, LLC | 0.02% | New | 2,007 | $207K |
| Nicolet Bankshares Inc. | 0.01% | No change | 2,005 | $207K |
| Vawter Financial, Ltd. | 0.08% | New | 1,999 | $206K |
| Wills Financial Group LLC | 0.07% | New | 1,997 | $206K |
| Tyche Wealth Partners LLC | 0.03% | New | 1,962 | $202K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,810 | $187K |
| Global Trust Asset Management, LLC | 0.05% | Add +9.9% | 1,669 | $172K |
| Western Pacific Wealth Management, LP | 0.15% | No change | 1,650 | $170K |
| Regatta Research & Money Management | 0.16% | — | 1,601 | $165K |
| Bank of New Hampshire | 0.03% | No change | 1,577 | $163K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -0.8% | 1,497 | $157K |
| Trust Co | 0.01% | Add +7.8% | 1,380 | $142K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 1,373 | $141K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.3% | 1,188 | $122K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,131 | $117K |
| IFP Advisors, Inc | 0.00% | Add +18.5% | 1,071 | $110K |
| US Bancorp \de | 0.00% | Reduce -4.4% | 1,033 | $106K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +260.9% | 1,014 | $105K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 981 | $101K |
| Arlington Trust Co LLC | 0.01% | No change | 980 | $101K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -5.0% | 931 | $96K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 932 | $96K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 856 | $88K |
| CX Institutional | 0.00% | New | 811 | $84K |
| Valley National Advisers Inc. | 0.01% | No change | 781 | $80K |
| Operose Advisors LLC | 0.02% | Reduce -53.5% | 766 | $79K |
| Ashton Thomas Securities, LLC | 0.01% | New | 655 | $67K |
| Fiduciary Advisors, Inc. | 0.04% | Reduce -3.8% | 558 | $58K |
| Strive Financial Group ,LLC | 0.02% | Add +8.9% | 527 | $54K |
| Glassman Wealth Services | 0.01% | No change | 521 | $54K |
| Alerus Financial NA | 0.00% | No change | 520 | $54K |
| Johnson Financial Group, Inc. | 0.00% | No change | 463 | $48K |
| Corsicana & Co. | 0.02% | No change | 462 | $48K |
| Monetary Solutions, Ltd | 0.04% | No change | 460 | $47K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 450 | $46K |
| JDM Financial Group LLC | 0.02% | No change | 431 | $44K |
| Rogco, LP | 0.01% | No change | 422 | $43K |
| Vanguard Advisers Inc. | 0.00% | Add +4.5% | 415 | $43K |
| Franklin Resources Inc. | 0.00% | New | 413 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +264.9% | 405 | $42K |
| NorthAvenue LLC | 0.03% | Reduce -54.6% | 377 | $39K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | Add +103.9% | 369 | $38K |
| Crewe Advisors LLC | 0.00% | No change | 360 | $37K |
| IFG Advisory, LLC | 0.00% | New | 358 | $37K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 353 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -5.7% | 350 | $36K |
| Point Nemo Capital, LLC | 0.02% | New | 348 | $36K |
| Mather Group, Llc. | 0.00% | Add +215.7% | 341 | $35K |
| Key Financial Inc | 0.01% | No change | 332 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -18.3% | 312 | $32K |
| SWAN Capital LLC | 0.01% | No change | 309 | $32K |
| Islay Capital Management, LLC | 0.01% | No change | 300 | $31K |
| Country Trust Bank | 0.00% | New | 284 | $29K |
| Daytona Street Capital LLC | 0.02% | No change | 260 | $27K |
| Acumen Wealth Advisors, LLC | 0.01% | Add +37.4% | 257 | $26K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 250 | $26K |
| Barrett & Company, Inc. | 0.01% | New | 241 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 235 | $24K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -17.1% | 233 | $24K |
| Evolution Wealth Management Inc. | 0.01% | No change | 224 | $23K |
| Buck Wealth Strategies, LLC | 0.00% | New | 205 | $21K |
| Gill Capital Partners, LLC | 0.01% | New | 194 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 187 | $19K |
| Piscataqua Savings Bank | 0.01% | No change | 186 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 184 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | New | 162 | $17K |
| Hurley Capital, LLC | 0.01% | Add +1.3% | 161 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 154 | $16K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 154 | $16K |
| Abound Wealth Management | 0.00% | Add +243.2% | 151 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.7% | 151 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 148 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.9% | 148 | $15K |
| Mosley Wealth Management | 0.00% | New | 143 | $15K |
| PlanVest Financial, Inc | 0.01% | New | 137 | $14K |
| Private Trust Co. NA | 0.00% | No change | 133 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 132 | $13K |
| Horizon Financial Services, LLC | 0.00% | New | 105 | $11K |
| Bogart Wealth, LLC | 0.00% | Add +1.0% | 104 | $11K |
| Gleason Group, Inc. | 0.00% | New | 103 | $11K |
| Trust Co. of Vermont | 0.00% | — | 102 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 89 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 88 | $9K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 78 | $8K |
| Pioneer Family Office, LLC | 0.00% | No change | 75 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 75 | $8K |
| True Wealth Design, LLC | 0.00% | New | 63 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 60 | $6K |
| Rossby Financial, LCC | 0.00% | New | 55 | $6K |
| Spire Wealth Management | 0.00% | No change | 53 | $5K |
| Roxbury Financial LLC | 0.00% | New | 48 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 46 | $5K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -78.1% | 46 | $5K |
| Clark Wealth Partners | 0.00% | No change | 41 | $4K |
| Bfsg, LLC | 0.00% | No change | 36 | $4K |
| Timbuktu Capital Management, LLC | 0.00% | — | 31 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 31 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 30 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 27 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 23 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 21 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 16 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 14 | $1K |
| S&T Bank | 0.00% | Reduce -50.0% | 14 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 13 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Addison Advisors LLC | 0.00% | No change | 9 | $948 |
| Golden State Wealth Management, LLC | 0.00% | No change | 8 | $824 |
| Bullseye Investment Management, LLC | 0.00% | New | 6 | $618 |
| Signaturefd, LLC | 0.00% | No change | 6 | $618 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.6% | 6 | $618 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 5 | $515 |
| Citigroup Inc. | 0.00% | Reduce -90.0% | 1 | $103 |
"% of holder's portfolio" is AVDV's weight in each manager's 13F, not the share of Avantis Intl S/C Value ETF the manager owns.