Avantis Emerging Markets EqAVEMETF
13F holders, Q1 2025 (March 31)554holders +40
67new positions
26sold out
3famous investors
$60.16avg. 13F price*
At the end of Q1 2025, 554 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 40 from Q4 2024. 67 opened new positions and 26 sold out. The largest holders were Savant Capital, LLC ($1.1B), Envestnet Asset Management Inc. ($904.4M) and Mercer Global Advisors Inc. ($535.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $104.3M |
| Exits | 26 | $15.3M |
All 13F filers, Q4 2024 → Q1 2025: 13,798,968 shares bought and 3,299,382 shares sold, net +10,499,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Savant Capital, LLC | 8.99% | Add +6.5% | 17,638,531 | $1.1B |
| Envestnet Asset Management Inc. | 0.29% | Add +0.8% | 15,030,769 | $904.4M |
| Mercer Global Advisors Inc. | 1.23% | Add +10.8% | 8,891,846 | $535.0M |
| Morgan Stanley | 0.02% | Reduce -16.3% | 4,181,659 | $251.6M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +15.4% | 2,391,347 | $143.9M |
| Cerity Partners LLC | 0.28% | Add +4.6% | 2,295,240 | $138.1M |
| Wells Fargo & Company | 0.03% | Add +8.3% | 2,233,115 | $134.4M |
| Haverford Trust Co | 1.26% | Reduce -5.0% | 2,084,745 | $125.4M |
| American Century Companies Inc. | 0.07% | Add +8.6% | 1,930,233 | $116.1M |
| HighTower Advisors, LLC | 0.15% | Reduce -0.6% | 1,835,387 | $110.4M |
| Annex Advisory Services, LLC | 3.08% | Reduce -13.3% | 1,807,879 | $108.8M |
| LPL Financial LLC | 0.03% | Add +10.0% | 1,471,607 | $88.5M |
| Jones Financial Companies LLLP | 0.08% | Add +61.4% | 1,421,426 | $85.9M |
| Pure Financial Advisors, LLC | 1.77% | Reduce -5.3% | 1,404,527 | $84.5M |
| Bank of Montreal | 0.04% | Add +27.9% | 1,362,854 | $82.0M |
| CW Advisors, LLC | 0.94% | Reduce -1.2% | 1,303,911 | $78.5M |
| MML Investors Services, LLC | 0.26% | Add +20.7% | 1,290,497 | $77.6M |
| Bank of America Corp. | 0.01% | Add +31.3% | 1,279,474 | $77.0M |
| Oak Root LLC | 9.47% | Add +0.4% | 1,174,021 | $70.6M |
| Neuberger Berman Group LLC | 0.06% | Add +6.1% | 1,125,742 | $67.7M |
| Creative Planning | 0.06% | Reduce -4.3% | 1,109,189 | $66.7M |
| HB Wealth Management, LLC | 0.55% | Add +5090.0% | 1,088,701 | $65.5M |
| Gradient Investments LLC | 1.23% | Add +71.3% | 1,014,627 | $61.1M |
| Adero Partners, LLC | 3.98% | Add +5.2% | 1,010,464 | $60.8M |
| Ameriprise Financial Inc. | 0.02% | Add +27.9% | 958,469 | $57.7M |
| Corient Private Wealth LP | 0.09% | Add +2.5% | 903,142 | $54.3M |
| Summit Financial Strategies, Inc. | 5.26% | Add +2.7% | 867,238 | $52.2M |
| Merit Financial Group, LLC | 0.78% | Add +21.2% | 865,080 | $52.1M |
| Cresset Asset Management, LLC | 0.23% | Add +123.3% | 767,723 | $46.2M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +10.3% | 751,872 | $45.2M |
| UBS Group AG | 0.01% | Add +23.4% | 750,698 | $45.2M |
| Financial Counselors Inc. | 0.60% | Add +368.1% | 654,500 | $39.4M |
| Atwood & Palmer Inc. | 2.60% | Add +3.1% | 623,034 | $37.5M |
| Fragasso Financial Advisors Inc | 2.68% | Add +125.7% | 600,808 | $36.2M |
| Beaird Harris Wealth Management, LLC | 2.95% | Add +3.3% | 577,094 | $34.7M |
| Foster & Motley Inc. | 2.13% | Add +1.1% | 563,268 | $33.9M |
| Orion Porfolio Solutions, LLC | 0.33% | Add +18.6% | 557,208 | $33.5M |
| Orion Portfolio Solutions, LLC | 0.33% | Add +18.6% | 557,208 | $33.5M |
| Tarbox Family Office, Inc. | 5.36% | Reduce -1.7% | 536,132 | $32.3M |
| Waddell & Associates, LLC | 3.87% | Add +2.9% | 530,367 | $31.9M |
| Apollon Wealth Management, LLC | 0.69% | Add +39.7% | 519,224 | $31.2M |
| HUB Investment Partners, LLC | 1.26% | Add +2.1% | 517,187 | $31.1M |
| Focus Partners Wealth | 0.08% | Add +36.9% | 515,464 | $31.0M |
| Harbour Investments, Inc. | 0.87% | Add +13.7% | 508,207 | $30.6M |
| Correct Capital Wealth Management | 6.04% | Add +28.3% | 506,495 | $30.5M |
| Fifth Third Bancorp | 0.10% | Add +13.3% | 456,267 | $27.5M |
| Waypoint Wealth Partners Inc. | 7.56% | Add +3.2% | 454,338 | $27.3M |
| Cwm, LLC | 0.11% | Add +101.0% | 453,523 | $27.3M |
| Avantax Planning Partners, Inc. | 0.96% | Reduce -0.2% | 452,778 | $27.2M |
| Apella Capital, LLC | 0.93% | Add +129.4% | 477,685 | $27.1M |
| Ritter Daniher Financial Advisory LLC / DE | 7.34% | Add +12.5% | 447,243 | $26.9M |
| Greenup Street Wealth Management LLC | 5.29% | Add +3.7% | 443,257 | $26.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +63.8% | 440,291 | $26.5M |
| Morton Brown Family Wealth, LLC | 8.72% | Add +4.1% | 426,587 | $25.7M |
| Nicolet Advisory Services, LLC | 2.55% | Add +5.8% | 459,655 | $25.7M |
| Arlington Financial Advisors, LLC | 4.50% | Add +3.2% | 425,726 | $25.6M |
| Park Avenue Securities LLC | 0.31% | Add +20.8% | 422,886 | $25.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.1% | 421,259 | $25.3M |
| Diversified Portfolios, Inc. | 2.64% | Add +15.1% | 417,685 | $25.1M |
| Mission Wealth Management, LP | 0.62% | Add +33.8% | 410,589 | $24.7M |
| West Paces Advisors Inc. | 5.54% | Reduce -11.2% | 404,228 | $24.3M |
| Versant Capital Management, Inc | 4.05% | Reduce -0.1% | 401,522 | $24.2M |
| Truepoint, Inc. | 0.65% | Add +1.6% | 400,400 | $24.1M |
| Rockwood Wealth Management, LLC | 2.40% | Reduce -0.7% | 391,646 | $23.6M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +6.0% | 386,638 | $23.3M |
| Amplius Wealth Advisors, LLC | 2.41% | Add +39.3% | 384,391 | $23.1M |
| Larson Financial Group LLC | 1.08% | Reduce -9.2% | 378,545 | $22.8M |
| Cannon Financial Strategists, Inc. | 3.75% | Add +3.7% | 362,782 | $21.8M |
| PrairieView Partners, LLC | 2.22% | Add +3.4% | 353,711 | $21.3M |
| Cetera Investment Advisers | 0.04% | Add +59.2% | 337,560 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +19.6% | 325,781 | $19.6M |
| Quantum Financial Advisors, LLC | 2.76% | Add +11.6% | 307,890 | $18.5M |
| High Probability Advisors, LLC | 2.94% | Reduce -8.8% | 293,442 | $17.7M |
| WJ Interests, LLC | 8.21% | Reduce -0.2% | 293,247 | $17.6M |
| SC&H Financial Advisors, Inc. | 3.45% | Add +2.4% | 291,468 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 290,593 | $17.5M |
| Osaic Holdings, Inc. | 0.04% | Add +349.5% | 282,513 | $17.0M |
| IHT Wealth Management, LLC | 0.51% | Add +17.4% | 269,624 | $16.2M |
| TCI Wealth Advisors, Inc. | 1.29% | Reduce -0.7% | 268,758 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.6% | 263,288 | $15.8M |
| JRM Investment Counsel, LLC | 5.44% | Reduce -5.9% | 254,476 | $15.3M |
| MassMutual Private Wealth & Trust, FSB | 0.44% | New | 250,620 | $15.1M |
| Private Advisor Group, LLC | 0.09% | Add +23.4% | 241,644 | $14.5M |
| CGN Advisors LLC | 1.41% | Add +12.2% | 239,914 | $14.4M |
| VeraBank, N.A. | 3.91% | Add +6.7% | 232,725 | $14.0M |
| Mariner, LLC | 0.02% | Add +102.5% | 227,501 | $13.7M |
| CreativeOne Wealth, LLC | 0.39% | Add +31.3% | 218,567 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +78.6% | 215,680 | $13.0M |
| Websterrogers Financial Advisors, LLC | 4.34% | Reduce -3.3% | 211,429 | $12.7M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -1.0% | 208,118 | $12.5M |
| Jane Street Group, LLC | 0.02% | Add +5964.7% | 207,291 | $12.5M |
| Burton Enright Welch | 2.50% | Add +2.1% | 204,544 | $12.3M |
| Plancorp, LLC | 0.48% | Reduce -0.6% | 202,685 | $12.2M |
| BSW Wealth Partners | 1.79% | Add +0.1% | 195,779 | $11.8M |
| Cardiff Park Advisors, LLC | 1.14% | Add +1.1% | 195,618 | $11.8M |
| Exchange Traded Concepts, LLC | 0.21% | Reduce -6.6% | 194,529 | $11.7M |
| REAP Financial Group, LLC | 2.87% | Add +10.4% | 192,826 | $11.6M |
| Berger Financial Group, Inc | 0.81% | Reduce -2.5% | 192,696 | $11.6M |
| Opus Capital Group, LLC | 1.48% | Reduce -0.1% | 191,641 | $11.5M |
| Simplicity Wealth,LLC | 0.89% | New | 189,991 | $11.4M |
| Bison Wealth, LLC | 1.06% | Add +8.7% | 188,183 | $11.3M |
| Allen Capital Group, LLC | 1.28% | Add +8.2% | 184,798 | $11.1M |
| Aire Advisors, LLC | 2.34% | Add +3.4% | 184,627 | $11.1M |
| Waverly Advisors, LLC | 0.13% | Reduce -0.5% | 183,318 | $11.0M |
| ERn Financial, LLC | 1.74% | Reduce -0.7% | 182,679 | $11.0M |
| Nicolet Bankshares Inc. | 2.19% | Add +4.0% | 181,017 | $10.9M |
| Modera Wealth Management, LLC | 0.15% | Add +8.2% | 179,842 | $10.8M |
| Foundations Investment Advisors, LLC | 0.20% | Add +3.7% | 179,778 | $10.8M |
| Caliber Wealth Management, LLC / KS | 1.45% | — | 176,256 | $10.6M |
| Fonville Wealth Management LLC | 3.10% | Add +8.5% | 174,820 | $10.5M |
| Libra Wealth LLC | 3.95% | Add +19.9% | 174,806 | $10.5M |
| Destiny Wealth Partners, LLC | 1.63% | Add +5.5% | 170,919 | $10.3M |
| Cook Wealth, LLC | 4.98% | New | 169,416 | $10.3M |
| Fort Vancouver Investment Management, LLC | 7.85% | New | 170,073 | $10.2M |
| Grand Wealth Management, LLC | 5.48% | Add +4.0% | 165,684 | $10.0M |
| Werba Rubin Papier Wealth Management | 2.13% | Add +0.4% | 162,642 | $9.8M |
| Valued Wealth Advisors LLC | 5.77% | Add +7.4% | 159,603 | $9.6M |
| Farther Finance Advisors, LLC | 0.24% | Add +90.3% | 155,606 | $9.4M |
| Kavar Capital Partners Group, LLC | 1.55% | Add +4.7% | 154,372 | $9.3M |
| Concord Wealth Partners | 1.49% | Reduce -30.0% | 150,423 | $9.1M |
| NewEdge Advisors, LLC | 0.05% | Add +90.1% | 149,863 | $9.0M |
| Northwest Wealth Management, LLC | 1.78% | Add +2.6% | 148,543 | $8.9M |
| Concord Asset Management, LLC | 1.93% | Reduce -27.4% | 147,114 | $8.8M |
| Higgins & Schmidt Wealth Strategies LLC | 5.01% | Add +12.6% | 140,931 | $8.5M |
| Define Financial, LLC | 6.39% | Add +8.6% | 145,958 | $8.4M |
| Hill Investment Group Partners, LLC | 1.12% | Reduce -3.2% | 135,877 | $8.2M |
| SJS Investment Consulting Inc. | 1.38% | Add +7.9% | 134,561 | $8.1M |
| Prosperity Planning, Inc. | 3.57% | Add +7.5% | 131,532 | $7.9M |
| Passive Capital Management, LLC. | 2.48% | Add +3.4% | 129,979 | $7.8M |
| Signet Financial Management, LLC | 1.05% | Reduce -5.0% | 128,878 | $7.8M |
| WealthPLAN Partners, LLC | 1.09% | Add +5.2% | 127,986 | $7.7M |
| Oak Wealth Advisors LLC | 5.53% | Add +11.0% | 124,259 | $7.5M |
| Shotwell Rutter Baer Inc | 6.46% | Add +0.6% | 130,536 | $7.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.98% | Add +11.0% | 130,509 | $7.3M |
| Flow Traders U.S. LLC | 0.30% | New | 116,913 | $7.0M |
| Henderson Brothers Financial Partners, LLC | 3.50% | — | 90,657 | $7.0M |
| Total Wealth Planning, LLC | 1.06% | Reduce -2.8% | 115,578 | $7.0M |
| Freedom Financial Partners LLC | 3.22% | Add +8.1% | 114,916 | $6.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +7.8% | 114,910 | $6.9M |
| B&D White Capital Company, LLC | 1.00% | Add +218.2% | 112,861 | $6.8M |
| WealthPlan Investment Management, LLC | 0.67% | Add +1.9% | 112,783 | $6.8M |
| Team Hewins, LLC | 2.61% | Add +1.8% | 111,671 | $6.7M |
| Flagstone Financial Management | 2.11% | Reduce -3.9% | 108,805 | $6.5M |
| Silver Oak Wealth Advisors Services, LLC | 5.83% | Reduce -1.4% | 108,731 | $6.5M |
| WMG Financial Advisors, LLC | 2.74% | Add +3.5% | 106,926 | $6.4M |
| McLean Asset Management Corp | 2.11% | Add +34.0% | 120,597 | $6.4M |
| WCG Wealth Advisors LLC | 0.48% | Add +2.9% | 104,744 | $6.3M |
| Tortoise Investment Management, LLC | 0.65% | Add +5.1% | 104,017 | $6.3M |
| Certified Advisory Corp | 0.71% | Reduce -0.7% | 103,684 | $6.2M |
| Capasso Planning Partners LLC | 2.61% | Add +1.6% | 103,644 | $6.2M |
| Acima Private Wealth, LLC | 2.24% | Add +129.6% | 103,560 | $6.2M |
| Walkner Condon Financial Advisors LLC | 1.25% | New | 102,981 | $6.2M |
| Kelman-Lazarov, Inc. | 1.11% | Reduce -1.3% | 102,082 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +19.8% | 101,274 | $6.1M |
| Wealth Management Partners, LLC | 2.75% | Reduce -0.4% | 98,820 | $5.9M |
| Highland Financial Advisors, LLC | 2.13% | Add +1.5% | 98,769 | $5.9M |
| Dopkins Wealth Management, LLC | 2.98% | Add +6.8% | 97,431 | $5.9M |
| Disciplina Capital Management LLC | 0.85% | Add +96.4% | 97,099 | $5.8M |
| BetterWealth, LLC | 1.63% | Add +15.1% | 96,806 | $5.8M |
| Sylvest Advisors, LLC | 3.55% | Add +6.5% | 94,305 | $5.7M |
| Haven Private, LLC | 3.19% | Add +3.4% | 93,611 | $5.6M |
| Bridgewater Advisors Inc. | 0.48% | Reduce -9.1% | 92,055 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 92,379 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +30.5% | 91,800 | $5.5M |
| Collective Family Office LLC | 1.49% | Add +1.3% | 91,373 | $5.5M |
| ABLE Financial Group, LLC | 1.54% | Add +12.8% | 91,335 | $5.5M |
| Nottingham Advisors, Inc. | 0.84% | New | 90,920 | $5.5M |
| Financial Futures Ltd Liability Co. | 3.07% | Add +0.6% | 89,912 | $5.4M |
| Cypress Point Wealth Management, LLC | 1.71% | Reduce -1.2% | 89,848 | $5.4M |
| Summit X, LLC | 1.11% | Add +575.3% | 88,091 | $5.3M |
| First Hawaiian Bank | 0.76% | Add +5.8% | 87,080 | $5.2M |
| Red Lighthouse Investment Management, LLC | 2.11% | Reduce -3.5% | 89,197 | $5.2M |
| Awm Capital, LLC | 0.58% | Reduce -6.4% | 82,232 | $4.9M |
| Trellis Wealth Advisors LLC | 2.38% | Add +2.1% | 81,528 | $4.9M |
| Tidemark, LLC | 1.74% | Reduce -11.3% | 78,621 | $4.7M |
| Echo Wealth Management, LLC | 3.11% | Reduce -15.9% | 76,453 | $4.6M |
| Visionary Horizons, LLC | 3.24% | Reduce -47.7% | 76,449 | $4.6M |
| Avant Financial Advisors LLC | 4.13% | Add +7.6% | 75,614 | $4.5M |
| Broadway Wealth Solutions, Inc. | 3.31% | Add +9.3% | 75,395 | $4.5M |
| IAG Wealth Partners, LLC | 0.69% | Add +2.9% | 73,834 | $4.4M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -13.3% | 71,776 | $4.4M |
| Arq Wealth Advisors, LLC | 1.64% | Reduce -2.0% | 73,487 | $4.4M |
| JNBA Financial Advisors | 0.46% | Reduce -16.6% | 73,398 | $4.4M |
| ORBA Wealth Advisors, L.L.C. | 2.22% | Add +11.9% | 73,196 | $4.4M |
| EnRich Financial Partners LLC | 1.45% | Add +0.5% | 71,600 | $4.3M |
| Elevation Wealth Partners, LLC | 1.84% | Reduce -73.8% | 70,607 | $4.2M |
| Great Point Wealth Advisors, LLC | 0.91% | Reduce -0.2% | 69,684 | $4.2M |
| Objectivity Squared, LLC | 3.49% | Add +8.6% | 72,368 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.99% | Add +1.9% | 68,193 | $4.1M |
| LexAurum Advisors, LLC | 0.79% | Add +9.8% | 68,139 | $4.1M |
| Physician Wealth Solutions Inc. | 2.04% | Add +21.5% | 67,458 | $4.1M |
| Annandale Capital, LLC | 0.76% | Add +0.5% | 66,983 | $4.0M |
| Level Financial Advisors | 1.36% | Add +6.7% | 66,551 | $4.0M |
| MN Wealth Advisors, LLC | 2.34% | New | 66,331 | $4.0M |
| WorthPointe, LLC | 1.74% | Add +2.1% | 63,390 | $3.8M |
| Collaborative Wealth Managment Inc. | 1.76% | Add +6.0% | 62,575 | $3.8M |
| Financial Symmetry Inc | 2.29% | Reduce -4.4% | 62,019 | $3.7M |
| &partners | 0.04% | Add +16.0% | 61,724 | $3.7M |
| D L Carlson Investment Group Inc. | 0.70% | New | 60,783 | $3.7M |
| Strategic Financial Concepts, LLC | 0.68% | Add +17.1% | 60,491 | $3.6M |
| Verus Wealth Management, LLC | 3.94% | Add +2.5% | 59,754 | $3.6M |
| Brown Financial Advisors | 1.48% | Add +72.7% | 59,743 | $3.6M |
| Kings Path Partners LLC | 1.75% | Add +5.5% | 59,368 | $3.6M |
| Gateway Wealth Partners, LLC | 0.79% | Add +5.5% | 58,588 | $3.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 57,443 | $3.5M |
| Capital A Wealth Management, LLC | 3.61% | New | 57,310 | $3.4M |
| HTG Investment Advisors, Inc. | 1.43% | Add +7.2% | 56,840 | $3.4M |
| Summit Wealth Partners, LLC | 0.69% | Add +25.6% | 56,694 | $3.4M |
| Peak Asset Management, LLC | 0.62% | Add +1.5% | 54,460 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.7% | 54,112 | $3.3M |
| Waterfront Wealth Inc. | 0.79% | Add +1.6% | 54,071 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.03% | New | 54,062 | $3.3M |
| Strategic Blueprint, LLC | 0.18% | Add +4.8% | 53,870 | $3.2M |
| Parkworth Wealth Management, Inc. | 2.55% | Reduce -0.2% | 53,103 | $3.2M |
| Sterneck Capital Management, LLC | 1.72% | Add +4.1% | 53,006 | $3.2M |
| Curio Wealth, LLC | 1.61% | Reduce -99.7% | 155 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.31% | Add +0.7% | 50,365 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -25.2% | 50,232 | $3.0M |
| Poinciana Advisors Group, LLC | 3.12% | Add +1.1% | 50,011 | $3.0M |
| CoreFirst Bank & Trust | 1.92% | Reduce -1.9% | 49,673 | $3.0M |
| Pacific Life Fund Advisors LLC | 0.33% | Reduce -9.0% | 49,429 | $3.0M |
| Planwiser Financial, LLC | 2.69% | — | 48,080 | $3.0M |
| Symmetry Partners, LLC | 0.41% | Add +2.4% | 49,076 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -76.6% | 48,700 | $2.9M |
| Trilogy Capital Inc. | 0.15% | Reduce -80.2% | 48,405 | $2.9M |
| WealthCollab, LLC | 1.80% | Add +4.5% | 48,223 | $2.9M |
| Signature Resources Capital Management, LLC | 2.47% | Reduce -0.1% | 47,799 | $2.9M |
| Apeiron RIA LLC | 0.87% | Reduce -0.5% | 47,728 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Reduce -65.7% | 46,835 | $2.8M |
| Armbruster Capital Management, Inc. | 0.56% | Add +20.2% | 46,740 | $2.8M |
| REDW Wealth LLC | 1.02% | Reduce -4.7% | 45,467 | $2.7M |
| Mraz, Amerine & Associates, Inc. | 0.47% | Add +8.2% | 45,208 | $2.7M |
| IFP Advisors, Inc | 0.08% | Reduce -6.2% | 44,322 | $2.7M |
| Trace Wealth Advisors, LLC | 2.38% | Add +5.6% | 44,306 | $2.7M |
| Wedmont Private Capital | 0.14% | Reduce -13.5% | 46,363 | $2.7M |
| BWM Planning, LLC | 1.10% | Add +3.9% | 43,143 | $2.6M |
| Factor Wealth Management LTD | 0.77% | Reduce -0.3% | 41,869 | $2.5M |
| Burk Holdings LLC | 1.89% | Add +0.1% | 41,522 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +15.3% | 41,114 | $2.5M |
| Comerica Bank | 0.01% | Reduce 0.0% | 40,126 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +52.2% | 40,092 | $2.4M |
| Prosperity Consulting Group, LLC | 0.18% | Reduce -3.1% | 38,832 | $2.3M |
| Family Office Research LLC | 1.11% | Reduce -0.1% | 38,018 | $2.3M |
| Sprinkle Financial Consultants LLC | 1.43% | Add +23.4% | 37,419 | $2.3M |
| Aurelius Family Office LLC | 1.13% | No change | 37,022 | $2.2M |
| Canvas Wealth Advisors, LLC | 0.57% | Add +8.0% | 37,654 | $2.2M |
| Equita Financial Network, Inc. | 0.78% | Reduce -3.8% | 36,922 | $2.2M |
| Mattson Financial Services, LLC | 0.65% | Add +96.5% | 35,894 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -3.5% | 35,717 | $2.1M |
| Arcadia Wealth Management, Inc. | 1.66% | Add +7.5% | 35,346 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Add +3.1% | 34,875 | $2.1M |
| First National Trust Co | 0.08% | Add +55.9% | 34,841 | $2.1M |
| Transcendent Capital Group LLC | 1.18% | Add +22.6% | 34,752 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | New | 34,738 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Add +4.3% | 34,697 | $2.1M |
| IMA Advisory Services, Inc. | 0.25% | Add +7.1% | 34,664 | $2.1M |
| D'Orazio & Associates, Inc. | 0.32% | Add +39.0% | 34,637 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +7.5% | 33,971 | $2.0M |
| Stone Summit Wealth LLC | 0.68% | Add +4.1% | 33,436 | $2.0M |
| Breakwater Capital Group | 0.36% | Add +24.9% | 33,256 | $2.0M |
| Boyum Wealth Architects LLC | 1.90% | — | 32,482 | $2.0M |
| Grove Bank & Trust | 0.25% | Reduce -0.4% | 31,402 | $1.9M |
| SOL Capital Management CO | 0.21% | Reduce -24.5% | 30,948 | $1.9M |
| CAP Partners, LLC | 1.34% | Reduce -13.8% | 30,598 | $1.8M |
| Shore Point Advisors, LLC | 0.97% | Reduce -1.4% | 30,432 | $1.8M |
| Private Wealth Management Group, LLC | 0.67% | Add +0.4% | 30,123 | $1.8M |
| Ariadne Wealth Management, LP | 0.93% | Add +1.2% | 28,525 | $1.8M |
| Holos Integrated Wealth LLC | 1.15% | New | 29,048 | $1.7M |
| Plum Street Advisors, LLC | 0.84% | Add +3.2% | 29,034 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +18.0% | 28,550 | $1.7M |
| Paladin Wealth, LLC | 1.54% | Add +51.2% | 28,520 | $1.7M |
| Magnolia Private Wealth, LLC | 1.43% | Add +12.8% | 28,180 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -4.9% | 27,751 | $1.7M |
| Tillman Hartley LLC | 0.49% | Reduce -3.2% | 27,951 | $1.7M |
| Philip James Wealth Mangement, LLC | 0.21% | Add +0.3% | 27,950 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -36.8% | 27,437 | $1.7M |
| Apollon Financial, LLC | 0.39% | Add +2.7% | 27,214 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Add +104.4% | 27,042 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -0.1% | 26,756 | $1.6M |
| Navigoe, LLC | 1.36% | Add +31.2% | 26,155 | $1.6M |
| TFB Advisors LLC | 0.45% | Reduce -4.9% | 25,972 | $1.6M |
| Dogwood Wealth Management LLC | 0.81% | Reduce -2.0% | 25,654 | $1.5M |
| AlphaCore Capital LLC | 0.13% | New | 25,467 | $1.5M |
| Prospect Financial Group LLC | 1.94% | Reduce -4.0% | 25,256 | $1.5M |
| Greenwood Capital Associates LLC | 0.20% | Add +71.0% | 25,163 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.14% | Add +3.3% | 25,076 | $1.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 25,001 | $1.5M |
| Good Life Advisors, LLC | 0.10% | Reduce -4.3% | 24,595 | $1.5M |
| Seaside Wealth Management, Inc. | 0.52% | No change | 24,227 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | New | 23,436 | $1.4M |
| Asset Dedication, LLC | 0.11% | Reduce -7.8% | 23,087 | $1.4M |
| Fortress Wealth Management, Inc. | 0.71% | Reduce -9.7% | 22,776 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -10.6% | 22,663 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.2% | 22,583 | $1.4M |
| Evensky & Katz LLC | 0.09% | No change | 22,539 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.2% | 22,484 | $1.4M |
| PKS Advisory Services, LLC | 0.37% | New | 22,402 | $1.3M |
| Leading Edge Financial Planning LLC | 0.42% | Reduce -3.7% | 22,207 | $1.3M |
| AQR Capital Management | 0.00% | Add +13.2% | 22,204 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.1% | 22,190 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +1.3% | 21,875 | $1.3M |
| Endeavor Private Wealth, Inc. | 0.71% | Add +5.8% | 21,590 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.4% | 21,446 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -9.8% | 21,423 | $1.3M |
| Clarity Capital Advisors, LLC | 0.84% | Add +0.4% | 21,377 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +56.6% | 21,360 | $1.3M |
| L.K. Benson & Company, P.C. | 0.89% | Add +0.2% | 21,357 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.2% | 20,867 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +0.7% | 20,474 | $1.2M |
| Quarry Hill Advisors, LLC | 0.79% | Add +2.1% | 20,127 | $1.2M |
| Signal Advisors Wealth, LLC | 0.12% | Add +6.5% | 19,948 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.31% | New | 19,452 | $1.2M |
| Convergence Financial, LLC | 0.23% | Add +9.5% | 19,341 | $1.2M |
| Chris Bulman Inc | 0.71% | Add +71.3% | 18,633 | $1.1M |
| Fifth Third Securities, Inc. | 0.09% | Add +40.3% | 18,576 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +0.6% | 18,428 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.60% | Add +67.6% | 18,155 | $1.1M |
| Sage Rhino Capital LLC | 0.25% | Reduce -0.5% | 18,045 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -16.4% | 18,028 | $1.1M |
| Wealthstream Advisors, Inc. | 0.20% | Add +3.7% | 17,926 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +14.9% | 17,896 | $1.1M |
| Brady Martz Wealth Solutions, LLC | 0.24% | Reduce -16.7% | 17,815 | $1.1M |
| OmniStar Financial Group, Inc. | 0.83% | New | 17,430 | $1.0M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -2.8% | 17,304 | $1.0M |
| LRI Investments, LLC | 0.10% | New | 17,186 | $1.0M |
| Keb Asset Management, LLC | 0.29% | Add +6.5% | 17,130 | $1.0M |
| World Investment Advisors | 0.03% | Add +55.0% | 16,918 | $1.0M |
| Nwam LLC | 0.09% | Add +5.6% | 16,831 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +5.7% | 16,717 | $1.0M |
| Capital Analysts, LLC | 0.04% | Add +114.3% | 16,541 | $995K |
| Kestra Investment Management, LLC | 0.02% | Add +498.3% | 16,172 | $973K |
| Eaton-Cambridge Inc. | 0.42% | Add +222.6% | 16,132 | $971K |
| Lakeridge Wealth Management LLC | 0.48% | Add +3.4% | 15,939 | $959K |
| Motco | 0.10% | Add +21.7% | 15,891 | $956K |
| Bayshore Asset Management, LLC | 0.47% | Reduce -0.7% | 15,660 | $942K |
| FMR LLC | 0.00% | Reduce -49.4% | 15,487 | $932K |
| Cetera Trust Company, N.A | 0.59% | No change | 15,357 | $924K |
| Herold Advisors, Inc. | 0.20% | Add +24.8% | 15,178 | $913K |
| Earned Wealth Advisors, LLC | 0.20% | Add +22.8% | 14,949 | $899K |
| Allodium Investment Consultants, LLC | 0.66% | Reduce -7.8% | 14,930 | $898K |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +3.9% | 14,863 | $894K |
| Clarity Wealth Development LLC | 0.99% | Reduce -6.0% | 14,720 | $891K |
| Vannoy Advisory Group, Inc. | 0.65% | No change | 14,590 | $878K |
| Centerpoint Advisory Group | 0.86% | Reduce -12.4% | 14,502 | $873K |
| BCR Wealth Strategies, LLC | 0.37% | Reduce -6.6% | 13,986 | $841K |
| FMB Wealth Management | 0.46% | Add +0.1% | 13,816 | $831K |
| Thrivent Financial for Lutherans | 0.00% | No change | 13,283 | $830K |
| Hoxton Planning & Management, LLC | 0.31% | No change | 13,642 | $821K |
| Activest Wealth Management | 0.22% | Add +7.5% | 13,625 | $820K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.19% | Reduce -1.0% | 13,372 | $805K |
| Integrity Investment Advisors, LLC | 0.71% | — | 13,005 | $783K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -17.5% | 12,592 | $758K |
| Cozad Asset Management Inc. | 0.07% | Add +18.1% | 12,450 | $749K |
| PCG Wealth Advisors, LLC | 0.26% | Add +3.0% | 12,341 | $743K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -1.9% | 12,303 | $740K |
| Betterment LLC | 0.00% | Reduce -10.1% | 12,285 | $739K |
| Compound Planning, Inc. | 0.03% | New | 12,206 | $734K |
| Telos Capital Management, Inc. | 0.08% | Add +10.7% | 12,130 | $730K |
| Rialto Wealth Management, LLC | 0.23% | Add +5.1% | 12,054 | $725K |
| Wealthfront Advisers LLC | 0.00% | Add +82.1% | 12,005 | $722K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 11,994 | $722K |
| Foster Victor Wealth Advisors, LLC | 0.06% | New | 12,507 | $719K |
| Creative Capital Management Investments LLC | 0.28% | No change | 11,852 | $713K |
| Lam Group, Inc. | 0.52% | Reduce -12.0% | 11,725 | $705K |
| DBK Financial Counsel, LLC | 0.70% | Add +12.4% | 11,591 | $697K |
| Seed Wealth Management, Inc. | 0.57% | Add +11.6% | 11,580 | $697K |
| Dentgroup LLC | 0.52% | Reduce -2.8% | 11,573 | $696K |
| ARK & TLK Investments, LLC | 0.24% | Add +10.5% | 11,242 | $676K |
| Diversify Wealth Management, LLC | 0.05% | Add +38.2% | 11,036 | $669K |
| Landmark Wealth Management, Inc. | 0.32% | Reduce -86.6% | 11,034 | $664K |
| Glenview Trust Co | 0.01% | Add +0.1% | 10,873 | $654K |
| HMV Wealth Advisors, LLC | 0.52% | New | 10,855 | $653K |
| Fortis Group Advisors, LLC | 0.12% | New | 10,565 | $636K |
| Pacific Asset Management, LLC | 0.57% | Add +10.8% | 10,550 | $635K |
| Hardin Capital Partners, LLC | 0.39% | Add +2.2% | 10,540 | $634K |
| D. E. Shaw & Co. | 0.00% | New | 10,529 | $634K |
| Caprock Group, LLC | 0.02% | Reduce -6.4% | 10,477 | $630K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -10.7% | 10,292 | $619K |
| Atlas Wealth LLC | 0.33% | No change | 10,192 | $613K |
| Sensible Money, LLC | 0.26% | No change | 10,064 | $606K |
| Callan Family Office, LLC | 0.05% | New | 10,000 | $602K |
| MB Generational Wealth, LLC | 0.45% | Add +13.6% | 9,923 | $597K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -22.8% | 9,994 | $591K |
| Harbor Group, Inc. | 0.12% | New | 9,675 | $582K |
| Sunpointe, LLC | 0.30% | No change | 9,510 | $572K |
| Dixon Fnancial Services, Inc. | 0.30% | No change | 9,314 | $560K |
| SouthState Bank Corp | 0.03% | New | 9,267 | $558K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -6.7% | 9,176 | $552K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +33.3% | 9,153 | $551K |
| Leigh Baldwin & Co., LLC | 0.44% | Add +37.0% | 9,109 | $548K |
| Haverford Financial Services, Inc. | 0.16% | No change | 8,855 | $533K |
| Forum Financial Management, LP | 0.01% | New | 8,664 | $521K |
| Lion Street Advisors, LLC | 0.17% | Add +3.0% | 8,649 | $520K |
| Ruedi Wealth Management, Inc. | 0.16% | Add +16.0% | 8,544 | $514K |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 8,505 | $512K |
| Quantinno Capital Management LP | 0.00% | New | 8,464 | $509K |
| North Ridge Wealth Advisors, Inc. | 0.34% | Add +3.0% | 8,343 | $502K |
| Flagstar Securities, Inc. | 0.13% | Add +0.9% | 8,322 | $501K |
| Orion Capital Management LLC | 0.21% | Reduce -11.9% | 8,295 | $499K |
| Flputnam Investment Management Co. | 0.01% | Reduce -36.1% | 8,276 | $498K |
| Gries Financial LLC | 0.10% | New | 8,187 | $493K |
| Sovran Advisors, LLC | 0.06% | Add +40.4% | 8,413 | $489K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.3% | 8,028 | $483K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.0% | 7,591 | $457K |
| Raffa Wealth Management, LLC | 0.10% | Add +7.9% | 7,554 | $455K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.5% | 7,452 | $448K |
| Freedom Investment Management, Inc. | 0.04% | New | 7,379 | $444K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -46.5% | 7,373 | $444K |
| Abacus Planning Group, Inc. | 0.08% | No change | 7,261 | $437K |
| Renaissance Technologies | 0.00% | Reduce -45.5% | 7,200 | $433K |
| Bannerman Wealth Management Group, LLC | 0.35% | Add +0.5% | 7,091 | $427K |
| Brown Advisory Inc. | 0.00% | New | 7,082 | $426K |
| Cambridge Financial Group, LLC | 0.17% | Add +0.0% | 6,840 | $412K |
| Investmark Advisory Group LLC | 0.20% | Add +81.8% | 6,572 | $395K |
| Austin Asset Management Co Inc | 0.09% | Add +18.2% | 6,487 | $390K |
| Creative Financial Designs Inc. | 0.03% | New | 6,485 | $390K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,403 | $385K |
| Captrust Financial Advisors | 0.00% | Reduce -9.3% | 6,394 | $385K |
| Richmond Investment Services, LLC | 0.21% | Reduce -79.2% | 6,359 | $383K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -37.5% | 6,298 | $379K |
| UMB Bank, n.a. | 0.01% | No change | 6,250 | $376K |
| USAdvisors Wealth Management, LLC | 0.13% | No change | 6,191 | $372K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.2% | 6,115 | $368K |
| Kuhn & Co Investment Counsel | 0.31% | New | 6,103 | $367K |
| James Investment Research, Inc. | 0.05% | New | 6,063 | $365K |
| Citizens & Northern Corp. | 0.10% | Reduce -15.9% | 6,023 | $362K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,992 | $361K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 5,855 | $352K |
| Synergy Investment Management, LLC | 0.15% | Reduce -44.0% | 5,793 | $349K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 5,746 | $346K |
| Brown Financial Advisory | 0.21% | Reduce -88.0% | 5,559 | $334K |
| Family Investment Center, Inc. | 0.08% | Reduce -17.8% | 5,545 | $334K |
| CogentBlue Wealth Advisors, LLC | 0.29% | Add +46.3% | 5,523 | $332K |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 5,417 | $326K |
| Evanson Asset Management, LLC | 0.02% | Reduce -38.6% | 5,384 | $324K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -0.8% | 5,277 | $318K |
| Peak Planning Group, LLC | 0.13% | Reduce -2.5% | 5,169 | $311K |
| Northwest Capital Management Inc | 0.13% | Add +185.4% | 5,160 | $310K |
| Compass Ion Advisors, LLC | 0.04% | Add +9.5% | 5,104 | $307K |
| RAM Investment Partners, LLC | 0.08% | Reduce -35.5% | 5,072 | $305K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,069 | $305K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 5,000 | $301K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.7% | 4,973 | $299K |
| Fortress Financial Solutions, LLC | 0.43% | Reduce -43.5% | 4,936 | $297K |
| Decker Retirement Planning Inc. | 0.18% | Reduce -3.5% | 4,821 | $290K |
| Westbourne Investments, Inc. | 0.17% | Reduce -42.7% | 4,772 | $287K |
| Riverchase Wealth Management, LLC | 0.20% | New | 4,678 | $281K |
| Clear Creek Financial Management, LLC | 0.03% | New | 4,669 | $281K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -1.0% | 4,339 | $261K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -1.0% | 4,329 | $260K |
| Centennial Wealth Advisory LLC | 0.09% | New | 4,269 | $257K |
| Squire Investment Management Company, LLC | 0.11% | No change | 4,200 | $253K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,200 | $253K |
| Milestone Asset Management Group, LLC | 0.23% | Add +4.3% | 4,192 | $252K |
| Stewardship Advisors, LLC | 0.07% | Reduce -65.9% | 4,104 | $247K |
| Aspiriant, LLC | 0.01% | New | 4,083 | $246K |
| XY Planning Network, Inc. | 0.16% | Add +19.1% | 4,082 | $246K |
| Modern Wealth Management, LLC | 0.01% | New | 4,009 | $241K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.7% | 3,964 | $239K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -97.0% | 3,866 | $233K |
| Atlas Brown,Inc. | 0.08% | Add +0.2% | 3,865 | $233K |
| Benchmark Wealth Management, LLC | 0.11% | New | 3,826 | $230K |
| MBE Wealth Management, LLC | 0.11% | Add +9.6% | 3,793 | $228K |
| SCS Capital Management LLC | 0.00% | New | 3,766 | $227K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -37.9% | 3,738 | $225K |
| Pinnacle Bancorp, Inc. | 0.07% | New | 3,725 | $224K |
| Zhang Financial LLC | 0.01% | No change | 3,699 | $223K |
| Copley Financial Group, Inc. | 0.17% | New | 3,697 | $222K |
| NorthStar Asset Management LLC | 0.14% | New | 3,688 | $222K |
| Ridgeline Wealth, LLC | 0.19% | New | 3,685 | $222K |
| First Trust Advisors LP | 0.00% | Reduce -13.3% | 3,629 | $218K |
| Parkshore Wealth Management, Inc. | 0.12% | Add +4.1% | 3,549 | $214K |
| Avion Wealth | 0.05% | No change | 3,610 | $212K |
| First National Bank Sioux Falls | 0.09% | No change | 3,500 | $211K |
| Community Bank, N.A. | 0.03% | New | 3,432 | $206K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -28.8% | 3,337 | $206K |
| Greenspring Advisors, LLC | 0.05% | No change | 3,412 | $205K |
| NewSquare Capital LLC | 0.02% | Reduce -20.1% | 3,344 | $201K |
| Cloud Capital Management, LLC | 0.13% | — | 3,170 | $190K |
| US Bancorp \de | 0.00% | Reduce -26.2% | 3,083 | $186K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 3,076 | $185K |
| Nemes Rush Group LLC | 0.02% | Add +30.2% | 2,896 | $174K |
| AE Wealth Management LLC | 0.00% | Add +159.2% | 2,864 | $172K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +24.2% | 2,771 | $167K |
| Kennebec Savings Bank | 0.16% | New | 2,452 | $148K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -26.1% | 2,400 | $144K |
| Valley National Advisers Inc. | 0.03% | New | 2,409 | $144K |
| Private Trust Co. NA | 0.01% | No change | 2,265 | $136K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,853 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.8% | 1,503 | $90K |
| Westside Investment Management, Inc. | 0.02% | Add +78.6% | 1,500 | $90K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,473 | $89K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.5% | 1,410 | $85K |
| North Capital, Inc. | 0.08% | — | 1,347 | $81K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $80K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,266 | $76K |
| Arax Advisory Partners | 0.00% | New | 996 | $60K |
| Hollencrest Capital Management | 0.00% | New | 986 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.0% | 978 | $59K |
| Mather Group, Llc. | 0.00% | No change | 972 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.8% | 902 | $54K |
| CVA Family Office, LLC | 0.01% | Add +32.7% | 848 | $51K |
| JFS Wealth Advisors, LLC | 0.00% | Add +543.8% | 824 | $50K |
| TruNorth Capital Management, LLC | 0.01% | No change | 800 | $48K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $48K |
| Webster Bank, N. A. | 0.01% | New | 764 | $46K |
| Clarity Asset Management, Inc. | 0.03% | Add +31.5% | 752 | $45K |
| Parkside Financial Bank & Trust | 0.01% | Add +456.8% | 696 | $42K |
| South Plains Financial, Inc. | 0.03% | New | 681 | $41K |
| MAI Capital Management | 0.00% | Reduce -44.7% | 502 | $30K |
| CNB Bank | 0.01% | No change | 477 | $29K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +2.1% | 439 | $26K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -71.1% | 435 | $26K |
| POM Investment Strategies, LLC | 0.03% | New | 426 | $26K |
| Nova Wealth Management, Inc. | 0.02% | Reduce -43.5% | 410 | $25K |
| Bokf, NA | 0.00% | New | 400 | $24K |
| Eldridge Investment Advisors, Inc. | 0.01% | New | 399 | $24K |
| TD Capital Management LLC | 0.00% | No change | 384 | $23K |
| Bfsg, LLC | 0.00% | No change | 369 | $22K |
| Beacon Capital Management, LLC | 0.00% | No change | 351 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -74.4% | 327 | $20K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -91.6% | 305 | $18K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -0.3% | 299 | $18K |
| Tsfg, LLC | 0.00% | New | 307 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 291 | $18K |
| Assetmark, Inc. | 0.00% | Add +1793.3% | 284 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +50.8% | 270 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -79.7% | 227 | $14K |
| Investors Research Corp | 0.00% | No change | 200 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 194 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 174 | $10K |
| AdvisorNet Financial, Inc | 0.00% | New | 157 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -97.5% | 157 | $9K |
| Operose Advisors LLC | 0.00% | Reduce -88.3% | 155 | $9K |
| S&T Bank | 0.00% | Add +43.3% | 139 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -66.3% | 138 | $8K |
| Lanark Financial, Inc. | 0.00% | — | 148 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 125 | $7K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -95.7% | 100 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 96 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 77 | $5K |
| Logan Capital Management Inc. | 0.00% | New | 75 | $5K |
| Missouri Trust & Investment Co | 0.00% | New | 70 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 64 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 53 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -99.9% | 30 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 16 | $963 |
| NorthRock Partners, LLC | 0.00% | No change | 10 | $592 |
| Addison Advisors LLC | 0.00% | No change | 10 | $587 |
| Eq Wealth Advisors, LLC | 0.00% | New | 9 | $542 |
| Cornerstone Planning Group LLC | 0.00% | New | 9 | $536 |
| Key Financial Inc | 0.00% | No change | 6 | $361 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.