Avantis Emerging Markets EqAVEMETF
13F holders, Q2 2025 (June 30)582holders +28
60new positions
33sold out
3famous investors
$68.52avg. 13F price*
At the end of Q2 2025, 582 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 28 from Q1 2025. 60 opened new positions and 33 sold out. The largest holders were Savant Capital, LLC ($1.2B), Bank of America Corp. ($1.2B) and Envestnet Asset Management Inc. ($1.2B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $103.1M |
| Exits | 33 | $60.1M |
All 13F filers, Q1 2025 → Q2 2025: 32,092,206 shares bought and 4,432,802 shares sold, net +27,659,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 582 holders
| Savant Capital, LLC | 8.77% | Add +0.9% | 17,798,426 | $1.2B |
| Bank of America Corp. | 0.10% | Add +1271.2% | 17,544,658 | $1.2B |
| Envestnet Asset Management Inc. | 0.35% | Add +16.5% | 17,514,256 | $1.2B |
| Mercer Global Advisors Inc. | 1.37% | Add +0.1% | 8,904,662 | $610.3M |
| Morgan Stanley | 0.02% | Add +8.2% | 4,522,823 | $310.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +28.1% | 3,062,191 | $209.9M |
| Cerity Partners LLC | 0.32% | Add +13.9% | 2,615,107 | $179.7M |
| American Century Companies Inc. | 0.09% | Add +25.9% | 2,430,093 | $166.6M |
| HighTower Advisors, LLC | 0.18% | Add +16.4% | 2,136,728 | $146.5M |
| Haverford Trust Co | 1.37% | Add +1.0% | 2,104,704 | $144.3M |
| LPL Financial LLC | 0.05% | Add +36.2% | 2,003,931 | $137.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +307.9% | 1,795,928 | $123.1M |
| Annex Advisory Services, LLC | 2.92% | Reduce -2.2% | 1,767,726 | $121.2M |
| MML Investors Services, LLC | 0.34% | Add +34.2% | 1,732,017 | $118.7M |
| Focus Partners Wealth | 0.25% | Add +230.8% | 1,705,255 | $116.9M |
| Jones Financial Companies LLLP | 0.08% | Add +6.2% | 1,509,160 | $103.0M |
| Ameriprise Financial Inc. | 0.03% | Add +60.5% | 1,538,323 | $101.3M |
| Bank of Montreal | 0.05% | Add +5.3% | 1,434,838 | $98.3M |
| Pure Financial Advisors, LLC | 1.67% | Reduce -1.6% | 1,381,984 | $94.7M |
| CW Advisors, LLC | 0.88% | Add +1.2% | 1,319,578 | $90.4M |
| Wells Fargo & Company | 0.02% | Reduce -41.6% | 1,304,296 | $89.4M |
| Oak Root LLC | 9.91% | Reduce -0.6% | 1,167,215 | $80.0M |
| Maseco LLP | 2.82% | — | 1,082,299 | $74.1M |
| Neuberger Berman Group LLC | 0.06% | Reduce -5.2% | 1,067,638 | $73.2M |
| Corient Private Wealth LP | 0.10% | Add +15.7% | 1,044,887 | $71.6M |
| Creative Planning | 0.06% | Reduce -6.2% | 1,040,450 | $71.3M |
| Gradient Investments LLC | 1.28% | Add +0.8% | 1,022,529 | $70.1M |
| HB Wealth Management, LLC | 0.56% | Reduce -6.5% | 1,017,842 | $69.8M |
| Summit Financial Strategies, Inc. | 5.51% | Add +0.1% | 868,539 | $59.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +102.3% | 852,408 | $58.4M |
| Great Valley Advisor Group, Inc. | 1.26% | Add +10.0% | 826,949 | $56.7M |
| UBS Group AG | 0.01% | Add +6.7% | 800,872 | $54.9M |
| Cresset Asset Management, LLC | 0.27% | Add +4.1% | 799,370 | $54.8M |
| Midwest Trust Co | 0.66% | — | 695,622 | $47.7M |
| Apella Capital, LLC | 1.22% | Add +37.7% | 657,632 | $44.9M |
| Atwood & Palmer Inc. | 2.76% | Add +3.6% | 645,242 | $44.2M |
| Fragasso Financial Advisors Inc | 2.96% | Add +6.5% | 639,598 | $43.8M |
| Beaird Harris Wealth Management, LLC | 3.11% | Add +1.5% | 585,741 | $40.1M |
| Harbour Investments, Inc. | 1.00% | Add +13.5% | 576,603 | $39.5M |
| Foster & Motley Inc. | 2.19% | Reduce -1.6% | 554,256 | $38.0M |
| Rockwood Wealth Management, LLC | 3.33% | Add +41.2% | 552,985 | $37.9M |
| Cetera Investment Advisers | 0.06% | Add +62.4% | 548,182 | $37.6M |
| Avantax Planning Partners, Inc. | 1.18% | Add +20.3% | 544,776 | $37.3M |
| Waddell & Associates, LLC | 3.94% | Add +1.6% | 538,794 | $36.9M |
| Tarbox Family Office, Inc. | 5.49% | Reduce -0.7% | 532,184 | $36.5M |
| Mission Wealth Management, LP | 0.80% | Add +29.6% | 532,093 | $36.5M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -9.2% | 506,234 | $34.7M |
| Fifth Third Bancorp | 0.12% | Add +8.5% | 495,052 | $33.9M |
| Greenup Street Wealth Management LLC | 5.86% | Add +10.9% | 491,387 | $33.7M |
| Raymond James Financial Inc. | 0.01% | Add +50.6% | 490,585 | $33.6M |
| Apollon Wealth Management, LLC | 0.66% | Reduce -5.9% | 488,796 | $33.5M |
| Nicolet Advisory Services, LLC | 2.84% | Add +6.1% | 487,821 | $33.4M |
| Cwm, LLC | 0.12% | Add +7.0% | 485,474 | $33.3M |
| Truepoint, Inc. | 0.83% | Add +21.1% | 484,782 | $33.2M |
| Diversified Portfolios, Inc. | 3.10% | Add +13.6% | 474,627 | $32.5M |
| Focus Partners Advisor Solutions, LLC | 0.43% | Add +22.1% | 472,232 | $32.4M |
| Morton Brown Family Wealth, LLC | 9.63% | Add +8.3% | 462,071 | $31.7M |
| Park Avenue Securities LLC | 0.28% | Add +5.0% | 444,194 | $30.4M |
| Ritter Daniher Financial Advisory LLC / DE | 7.41% | Reduce -1.5% | 440,399 | $30.2M |
| Waypoint Wealth Partners Inc. | 7.32% | Reduce -3.3% | 439,373 | $30.1M |
| Old Mission Capital LLC | 0.79% | New | 432,813 | $29.7M |
| Arlington Financial Advisors, LLC | 4.76% | Reduce -0.4% | 424,032 | $29.1M |
| Simplicity Wealth,LLC | 1.17% | Add +116.6% | 411,510 | $28.2M |
| Amplius Wealth Advisors, LLC | 2.54% | Add +3.5% | 397,698 | $27.3M |
| Versant Capital Management, Inc | 4.08% | Reduce -2.4% | 391,938 | $26.9M |
| West Paces Advisors Inc. | 5.66% | Reduce -4.0% | 388,158 | $26.6M |
| CreativeOne Wealth, LLC | 0.66% | Add +68.7% | 368,818 | $25.3M |
| Cannon Financial Strategists, Inc. | 3.96% | Add +0.7% | 365,465 | $25.0M |
| PrairieView Partners, LLC | 2.31% | Reduce -1.7% | 347,829 | $23.8M |
| Royal Bank of Canada | 0.00% | Add +13.0% | 328,429 | $22.5M |
| Quantum Financial Advisors, LLC | 2.97% | Add +4.2% | 320,694 | $22.0M |
| SC&H Financial Advisors, Inc. | 3.66% | Add +7.4% | 313,052 | $21.5M |
| Farther Finance Advisors, LLC | 0.43% | Add +100.3% | 311,597 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +44.4% | 311,490 | $21.3M |
| Larson Financial Group LLC | 0.83% | Reduce -19.9% | 303,156 | $20.8M |
| JRM Investment Counsel, LLC | 6.66% | Add +17.6% | 299,264 | $20.5M |
| WJ Interests, LLC | 8.61% | Add +0.1% | 293,544 | $20.1M |
| High Probability Advisors, LLC | 2.96% | Reduce -1.6% | 288,626 | $19.8M |
| IHT Wealth Management, LLC | 0.54% | Add +5.7% | 285,071 | $19.5M |
| Pasadena Private Wealth, LLC | 3.31% | New | 281,744 | $19.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.4% | 278,593 | $19.1M |
| TCI Wealth Advisors, Inc. | 1.24% | Reduce -2.1% | 263,116 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.7% | 258,834 | $18.0M |
| MassMutual Private Wealth & Trust, FSB | 0.48% | Add +4.3% | 261,277 | $17.9M |
| Jane Street Group, LLC | 0.03% | Add +23.9% | 256,932 | $17.6M |
| Correct Capital Wealth Management | 3.39% | Reduce -49.9% | 253,792 | $17.4M |
| CGN Advisors LLC | 1.53% | Add +4.1% | 249,757 | $17.1M |
| HUB Investment Partners, LLC | 0.59% | Reduce -52.6% | 245,298 | $16.8M |
| VeraBank, N.A. | 3.29% | Add +2.8% | 239,240 | $16.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -1.3% | 238,525 | $16.3M |
| OneDigital Investment Advisors LLC | 0.17% | Add +5.8% | 220,173 | $15.1M |
| Mariner, LLC | 0.02% | Reduce -4.7% | 216,765 | $14.9M |
| Websterrogers Financial Advisors, LLC | 4.63% | Add +0.5% | 212,553 | $14.6M |
| BSW Wealth Partners | 1.97% | Add +7.3% | 210,041 | $14.4M |
| Burton Enright Welch | 2.44% | Add +0.4% | 205,309 | $14.1M |
| Caliber Wealth Management, LLC / KS | 1.49% | Add +14.4% | 201,730 | $13.8M |
| Plancorp, LLC | 0.48% | Reduce -0.6% | 201,441 | $13.8M |
| Berger Financial Group, Inc | 0.87% | Add +1.9% | 196,322 | $13.5M |
| Fonville Wealth Management LLC | 3.39% | Add +11.8% | 195,504 | $13.4M |
| Nicolet Bankshares Inc. | 2.31% | Add +7.8% | 195,110 | $13.4M |
| Allen Capital Group, LLC | 1.37% | Add +3.8% | 191,761 | $13.1M |
| Bison Wealth, LLC | 1.03% | Add +1.2% | 190,484 | $13.1M |
| Opus Capital Group, LLC | 1.56% | Reduce -1.0% | 189,751 | $13.0M |
| REAP Financial Group, LLC | 3.05% | Reduce -1.6% | 189,687 | $13.0M |
| Foundations Investment Advisors, LLC | 0.20% | Add +4.1% | 187,205 | $12.8M |
| WealthPlan Investment Management, LLC | 0.91% | Add +61.3% | 181,867 | $12.5M |
| Aire Advisors, LLC | 2.40% | Reduce -1.9% | 181,118 | $12.4M |
| Modera Wealth Management, LLC | 0.15% | Add +0.7% | 181,076 | $12.4M |
| Destiny Wealth Partners, LLC | 1.65% | Add +4.6% | 178,787 | $12.3M |
| Modern Wealth Management, LLC | 0.30% | Add +4353.9% | 178,558 | $12.2M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.7% | 178,329 | $12.2M |
| Werba Rubin Papier Wealth Management | 2.23% | Add +6.5% | 173,239 | $11.9M |
| Concord Asset Management, LLC | 1.79% | Add +17.7% | 173,145 | $11.9M |
| Concord Wealth Partners | 1.73% | Add +15.1% | 173,145 | $11.9M |
| ERn Financial, LLC | 2.50% | Reduce -5.3% | 172,901 | $11.9M |
| Merit Financial Group, LLC | 0.13% | Reduce -80.2% | 171,596 | $11.8M |
| Fort Vancouver Investment Management, LLC | 8.00% | Add +0.4% | 170,713 | $11.7M |
| Team Hewins, LLC | 4.21% | Add +52.7% | 170,506 | $11.7M |
| Hill Investment Group Partners, LLC | 1.51% | Add +24.7% | 169,452 | $11.6M |
| NewEdge Advisors, LLC | 0.06% | Add +12.8% | 168,995 | $11.6M |
| FMR LLC | 0.00% | Add +966.5% | 165,172 | $11.3M |
| Valued Wealth Advisors LLC | 5.88% | Add +3.1% | 164,580 | $11.3M |
| Cardiff Park Advisors, LLC | 0.94% | Reduce -18.6% | 159,192 | $10.9M |
| Kavar Capital Partners Group, LLC | 1.56% | Add +2.4% | 158,119 | $10.8M |
| Summit X, LLC | 2.02% | Add +79.5% | 158,086 | $10.8M |
| Grand Wealth Management, LLC | 5.42% | Reduce -7.1% | 153,935 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Add +51.0% | 152,873 | $10.5M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -21.9% | 151,997 | $10.4M |
| Libra Wealth LLC | 3.38% | Reduce -13.7% | 150,820 | $10.3M |
| Northwest Wealth Management, LLC | 1.85% | Add +0.3% | 148,982 | $10.2M |
| Define Financial, LLC | 6.66% | Add +1.0% | 147,391 | $10.1M |
| Susquehanna International Group, LLP | 0.02% | New | 145,854 | $10.0M |
| McLean Asset Management Corp | 2.50% | Add +14.2% | 137,729 | $9.5M |
| SJS Investment Consulting Inc. | 1.50% | Add +2.7% | 138,222 | $9.5M |
| Prosperity Planning, Inc. | 3.82% | Add +4.8% | 137,850 | $9.4M |
| Passive Capital Management, LLC. | 2.83% | Add +2.0% | 132,648 | $9.1M |
| Shotwell Rutter Baer Inc | 6.17% | Add +0.3% | 130,923 | $9.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.08% | Reduce -0.4% | 130,007 | $8.9M |
| Higgins & Schmidt Wealth Strategies LLC | 4.93% | Reduce -7.9% | 129,827 | $8.9M |
| Avantax Advisory Services, Inc. | 0.05% | Add +12.0% | 128,732 | $8.8M |
| Signet Financial Management, LLC | 1.08% | Reduce -2.9% | 125,185 | $8.6M |
| Freedom Financial Partners LLC | 3.52% | Add +6.0% | 121,749 | $8.3M |
| Tortoise Investment Management, LLC | 0.80% | Add +16.9% | 121,625 | $8.3M |
| Oak Wealth Advisors LLC | 5.31% | Reduce -2.9% | 120,701 | $8.3M |
| Total Wealth Planning, LLC | 1.04% | Add +3.8% | 119,990 | $8.2M |
| Collective Family Office LLC | 2.06% | Add +27.8% | 116,799 | $8.0M |
| Walkner Condon Financial Advisors LLC | 1.45% | Add +11.8% | 115,120 | $7.9M |
| Nottingham Advisors, Inc. | 1.16% | Add +25.8% | 114,360 | $7.8M |
| WCG Wealth Advisors LLC | 0.50% | Add +7.5% | 112,609 | $7.7M |
| WMG Financial Advisors, LLC | 2.81% | Add +3.5% | 110,627 | $7.6M |
| B&D White Capital Company, LLC | 1.13% | Reduce -4.1% | 108,254 | $7.4M |
| ABLE Financial Group, LLC | 1.76% | Add +16.2% | 106,141 | $7.3M |
| Certified Advisory Corp | 0.75% | Add +1.6% | 105,298 | $7.2M |
| BetterWealth, LLC | 1.82% | Add +7.4% | 103,956 | $7.1M |
| Flagstone Financial Management | 2.02% | Reduce -5.4% | 102,917 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +10.8% | 101,752 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.8% | 101,429 | $7.0M |
| Acima Private Wealth, LLC | 2.37% | Reduce -2.2% | 101,278 | $6.9M |
| Silver Oak Wealth Advisors Services, LLC | 4.98% | Reduce -7.3% | 100,852 | $6.9M |
| Highland Financial Advisors, LLC | 2.17% | Reduce -0.2% | 98,593 | $6.8M |
| Disciplina Capital Management LLC | 0.85% | Add +1.1% | 98,162 | $6.7M |
| Dopkins Wealth Management, LLC | 2.98% | Reduce -0.4% | 97,049 | $6.7M |
| Sylvest Advisors, LLC | 3.78% | Add +1.6% | 95,798 | $6.6M |
| Bridgewater Advisors Inc. | 0.49% | Add +0.5% | 92,552 | $6.5M |
| Financial Futures Ltd Liability Co. | 3.44% | Add +4.1% | 93,632 | $6.4M |
| Red Lighthouse Investment Management, LLC | 2.43% | Add +4.2% | 92,924 | $6.4M |
| Elevation Wealth Partners, LLC | 2.51% | Add +31.3% | 92,720 | $6.4M |
| D'Orazio & Associates, Inc. | 0.89% | Add +164.6% | 91,659 | $6.3M |
| Cypress Point Wealth Management, LLC | 1.50% | Add +0.2% | 90,040 | $6.2M |
| Haven Private, LLC | 2.72% | Reduce -4.2% | 89,640 | $6.1M |
| First Hawaiian Bank | 0.83% | Add +2.5% | 89,250 | $6.1M |
| Mason & Associates Inc | 1.38% | New | 87,194 | $6.0M |
| rebel Financial LLC | 2.67% | — | 85,502 | $5.9M |
| Trellis Wealth Advisors LLC | 2.48% | Add +1.8% | 82,997 | $5.7M |
| Awm Capital, LLC | 0.59% | Add +0.1% | 82,314 | $5.6M |
| Avant Financial Advisors LLC | 4.58% | Add +7.2% | 81,053 | $5.6M |
| Trace Wealth Advisors, LLC | 4.51% | Add +81.9% | 80,611 | $5.5M |
| Fortitude Family Office, LLC | 1.82% | New | 80,451 | $5.5M |
| Broadway Wealth Solutions, Inc. | 3.41% | Add +5.9% | 79,869 | $5.5M |
| LexAurum Advisors, LLC | 0.85% | Add +14.3% | 77,897 | $5.3M |
| Echo Wealth Management, LLC | 3.27% | Add +1.7% | 77,747 | $5.3M |
| Curio Wealth, LLC | 2.31% | Add +49631.0% | 77,083 | $5.3M |
| EnRich Financial Partners LLC | 1.60% | Add +6.3% | 76,113 | $5.2M |
| Visionary Horizons, LLC | 3.28% | Reduce -1.1% | 75,609 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +39.3% | 75,281 | $5.2M |
| WealthPLAN Partners, LLC | 0.81% | Reduce -42.3% | 73,889 | $5.1M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -1.7% | 70,539 | $5.0M |
| Objectivity Squared, LLC | 3.41% | Add +0.0% | 72,374 | $5.0M |
| Kelman-Lazarov, Inc. | 0.80% | Reduce -29.2% | 72,310 | $5.0M |
| Collaborative Wealth Managment Inc. | 2.16% | Add +15.4% | 72,244 | $5.0M |
| AllGen Financial Advisors, Inc. | 1.31% | New | 71,111 | $4.9M |
| Midwestern Financial, LLC | 4.55% | — | 70,822 | $4.9M |
| Summit Wealth Partners, LLC | 0.92% | Add +24.0% | 70,307 | $4.8M |
| Physician Wealth Solutions Inc. | 2.23% | Add +4.0% | 70,164 | $4.8M |
| Cherry Tree Wealth Management, LLC | 1.11% | Add +2.0% | 69,578 | $4.8M |
| MN Wealth Advisors, LLC | 2.77% | Add +4.7% | 69,452 | $4.8M |
| HTG Investment Advisors, Inc. | 1.76% | Add +21.8% | 69,228 | $4.7M |
| D L Carlson Investment Group Inc. | 0.86% | Add +13.2% | 68,793 | $4.7M |
| JNBA Financial Advisors | 0.45% | Reduce -6.4% | 68,721 | $4.7M |
| Global Strategic Investment Solutions, LLC | 0.50% | New | 68,066 | $4.7M |
| Level Financial Advisors | 1.45% | Add +1.8% | 67,756 | $4.6M |
| &partners | 0.04% | Add +9.1% | 67,337 | $4.6M |
| Kings Path Partners LLC | 1.85% | Add +12.8% | 66,939 | $4.6M |
| Annandale Capital, LLC | 0.84% | Reduce -0.8% | 66,433 | $4.6M |
| Gateway Wealth Partners, LLC | 0.86% | Add +12.4% | 65,829 | $4.5M |
| ShoreHaven Wealth Partners, LLC | 1.83% | New | 65,288 | $4.5M |
| Strategic Financial Concepts, LLC | 0.62% | Add +6.7% | 64,553 | $4.4M |
| Arq Wealth Advisors, LLC | 1.52% | No change | 73,487 | $4.4M |
| Financial Symmetry Inc | 2.26% | Add +2.9% | 63,823 | $4.4M |
| IAG Wealth Partners, LLC | 0.57% | Reduce -15.1% | 62,724 | $4.3M |
| Capasso Planning Partners LLC | 2.35% | Reduce -41.5% | 60,641 | $4.2M |
| Lakeridge Wealth Management LLC | 1.88% | Add +273.7% | 59,566 | $4.1M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.6% | 58,202 | $4.0M |
| Brown Financial Advisors | 1.55% | Reduce -2.8% | 58,061 | $4.0M |
| Sterneck Capital Management, LLC | 2.00% | Add +8.7% | 57,621 | $3.9M |
| Strategic Blueprint, LLC | 0.19% | Add +6.9% | 57,594 | $3.9M |
| Brookstone Capital Management | 0.05% | Add +169.3% | 57,514 | $3.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 57,064 | $3.9M |
| WorthPointe, LLC | 1.63% | Reduce -10.7% | 56,602 | $3.9M |
| Peak Asset Management, LLC | 0.71% | Add +3.6% | 56,400 | $3.9M |
| Grove Bank & Trust | 0.47% | Add +75.0% | 54,964 | $3.8M |
| Waterfront Wealth Inc. | 0.84% | Add +1.4% | 54,856 | $3.8M |
| Magnolia Private Wealth, LLC | 2.91% | Add +94.3% | 54,740 | $3.8M |
| Parkworth Wealth Management, Inc. | 2.70% | Add +2.7% | 54,519 | $3.7M |
| BWM Planning, LLC | 1.27% | Add +24.9% | 53,886 | $3.7M |
| Chris Bulman Inc | 2.09% | Add +187.1% | 53,503 | $3.7M |
| Mraz, Amerine & Associates, Inc. | 0.59% | Add +18.2% | 53,437 | $3.7M |
| Wedmont Private Capital | 0.15% | Add +12.8% | 52,293 | $3.6M |
| Poinciana Advisors Group, LLC | 3.24% | Add +5.0% | 52,502 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +30.8% | 52,437 | $3.6M |
| CoreFirst Bank & Trust | 1.95% | Add +1.7% | 50,498 | $3.5M |
| Verus Wealth Management, LLC | 3.47% | Reduce -15.7% | 50,383 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.32% | Reduce -0.1% | 50,311 | $3.4M |
| Signature Resources Capital Management, LLC | 2.08% | Add +4.7% | 50,031 | $3.4M |
| Armbruster Capital Management, Inc. | 0.62% | Add +6.1% | 49,589 | $3.4M |
| Burk Holdings LLC | 2.09% | Add +17.5% | 48,801 | $3.3M |
| WealthCollab, LLC | 1.87% | Add +0.8% | 48,623 | $3.3M |
| GeoWealth Management, LLC | 0.13% | Add +1.8% | 47,697 | $3.3M |
| Apeiron RIA LLC | 0.84% | Reduce -0.3% | 47,564 | $3.3M |
| REDW Wealth LLC | 1.29% | Add +4.5% | 47,505 | $3.3M |
| Canvas Wealth Advisors, LLC | 0.63% | Add +20.5% | 45,389 | $3.2M |
| ORBA Wealth Advisors, L.L.C. | 2.75% | Reduce -39.8% | 44,058 | $3.0M |
| Factor Wealth Management LTD | 0.82% | Add +3.8% | 43,440 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -11.2% | 43,248 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.55% | Add +131.2% | 41,191 | $2.8M |
| AlphaCore Capital LLC | 0.11% | Add +60.9% | 40,982 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +474.2% | 40,666 | $2.8M |
| First National Trust Co | 0.10% | Add +16.6% | 40,634 | $2.8M |
| POM Investment Strategies, LLC | 1.99% | Add +9411.7% | 40,520 | $2.8M |
| Family Office Research LLC | 1.31% | Add +6.0% | 40,280 | $2.8M |
| Comerica Bank | 0.01% | Reduce -1.3% | 39,598 | $2.7M |
| Trilogy Capital Inc. | 0.13% | Reduce -21.0% | 38,245 | $2.6M |
| Prosperity Consulting Group, LLC | 0.19% | Reduce -2.2% | 37,984 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | — | 37,695 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +7.5% | 37,485 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +67.5% | 37,157 | $2.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.16% | Add +103.1% | 36,877 | $2.5M |
| Arcadia Wealth Management, Inc. | 1.72% | Add +4.3% | 36,867 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -29.7% | 35,299 | $2.4M |
| Aurelius Family Office LLC | 1.14% | Reduce -4.8% | 35,249 | $2.4M |
| Renaissance Technologies | 0.00% | Add +386.1% | 35,000 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -2.4% | 34,868 | $2.4M |
| NorthStar Asset Management LLC | 1.26% | Add +843.3% | 34,788 | $2.4M |
| IMA Advisory Services, Inc. | 0.25% | Reduce -0.1% | 34,641 | $2.4M |
| Breakwater Capital Group | 0.39% | Add +4.2% | 34,636 | $2.4M |
| Stone Summit Wealth LLC | 0.73% | Add +2.8% | 34,371 | $2.4M |
| Greenwood Capital Associates LLC | 0.29% | Add +36.4% | 34,322 | $2.4M |
| Sprinkle Financial Consultants LLC | 1.43% | Reduce -8.5% | 34,255 | $2.3M |
| Mattson Financial Services, LLC | 0.63% | Reduce -4.6% | 34,227 | $2.3M |
| Boyum Wealth Architects LLC | 1.73% | Add +5.3% | 34,213 | $2.3M |
| Equita Financial Network, Inc. | 0.92% | Reduce -8.3% | 33,859 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.8% | 33,350 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -5.0% | 33,016 | $2.3M |
| Townsquare Capital LLC | 0.22% | Add +15.0% | 32,836 | $2.3M |
| HMV Wealth Advisors, LLC | 1.47% | Add +202.3% | 32,810 | $2.2M |
| CoreCap Advisors, LLC | 0.09% | Add +20.6% | 32,617 | $2.2M |
| Symmetry Partners, LLC | 0.27% | Reduce -33.7% | 32,551 | $2.2M |
| CAP Partners, LLC | 1.40% | Add +6.0% | 32,435 | $2.2M |
| Transcendent Capital Group LLC | 1.13% | Reduce -7.6% | 32,115 | $2.2M |
| AQR Capital Management | 0.00% | Add +39.6% | 30,999 | $2.1M |
| Apollon Financial, LLC | 0.45% | Add +13.7% | 30,928 | $2.1M |
| Navigoe, LLC | 1.60% | Add +18.2% | 30,919 | $2.1M |
| Shore Point Advisors, LLC | 1.01% | Add +1.2% | 30,806 | $2.1M |
| Holos Integrated Wealth LLC | 1.25% | Add +1.7% | 29,550 | $2.1M |
| SOL Capital Management CO | 0.20% | Reduce -2.4% | 30,198 | $2.1M |
| Plum Street Advisors, LLC | 0.91% | Add +3.5% | 30,064 | $2.1M |
| Private Wealth Management Group, LLC | 0.68% | Reduce -0.9% | 29,865 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.3% | 29,823 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.8% | 29,641 | $2.0M |
| Ariadne Wealth Management, LP | 0.96% | Reduce -1.7% | 28,042 | $2.0M |
| Paladin Wealth, LLC | 1.56% | Add +2.4% | 29,200 | $2.0M |
| Philip James Wealth Mangement, LLC | 0.26% | Add +2.1% | 28,543 | $2.0M |
| Tillman Hartley LLC | 0.54% | Add +0.4% | 28,070 | $1.9M |
| Keb Asset Management, LLC | 0.47% | Add +61.7% | 27,699 | $1.9M |
| Kestra Investment Management, LLC | 0.06% | Add +68.2% | 27,207 | $1.9M |
| Seaside Wealth Management, Inc. | 0.59% | Add +12.1% | 27,166 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -0.0% | 26,747 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -4.2% | 26,579 | $1.8M |
| IFP Advisors, Inc | 0.05% | Reduce -40.1% | 26,541 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Add +45.4% | 26,016 | $1.8M |
| Slagle Financial, LLC | 0.72% | New | 25,935 | $1.8M |
| Betterment LLC | 0.00% | Add +109.0% | 25,672 | $1.8M |
| Prospect Financial Group LLC | 1.83% | Add +1.0% | 25,502 | $1.7M |
| Perennial Investment Advisors, LLC | 0.17% | New | 25,082 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +8.6% | 25,080 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +27.8% | 24,855 | $1.7M |
| PKS Advisory Services, LLC | 0.42% | Add +10.5% | 24,753 | $1.7M |
| Outbound Financial Inc | 1.55% | — | 24,743 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.23% | Reduce -1.5% | 24,702 | $1.7M |
| Good Life Advisors, LLC | 0.11% | Add +0.1% | 24,627 | $1.7M |
| Capital Analysts, LLC | 0.06% | Add +48.4% | 24,545 | $1.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 24,540 | $1.7M |
| Quarry Hill Advisors, LLC | 0.98% | Add +21.8% | 24,504 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +6.1% | 24,040 | $1.7M |
| World Investment Advisors | 0.04% | Add +42.9% | 24,171 | $1.7M |
| Evensky & Katz LLC | 0.10% | Add +5.1% | 23,698 | $1.6M |
| TFB Advisors LLC | 0.42% | Reduce -9.2% | 23,593 | $1.6M |
| Dogwood Wealth Management LLC | 0.78% | Reduce -9.1% | 23,313 | $1.6M |
| Pacific Life Fund Advisors LLC | 0.17% | Reduce -52.9% | 23,304 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +6.6% | 22,845 | $1.6M |
| Fortress Wealth Management, Inc. | 0.75% | Add +0.2% | 22,824 | $1.6M |
| Endeavor Private Wealth, Inc. | 0.74% | Add +5.4% | 22,748 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +10.7% | 22,670 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.8% | 22,405 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.2% | 22,362 | $1.5M |
| Harbor Group, Inc. | 0.27% | Add +130.2% | 22,276 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -19.2% | 22,163 | $1.5M |
| Clarity Capital Advisors, LLC | 0.88% | Add +3.3% | 22,083 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 21,972 | $1.5M |
| FMB Wealth Management | 0.72% | Add +58.9% | 21,949 | $1.5M |
| Leading Edge Financial Planning LLC | 0.42% | Reduce -1.7% | 21,837 | $1.5M |
| BLVD Private Wealth, LLC | 1.40% | — | 21,617 | $1.5M |
| L.K. Benson & Company, P.C. | 0.91% | Add +1.0% | 21,564 | $1.5M |
| Wealth Management Partners, LLC | 0.52% | Reduce -78.1% | 21,625 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.19% | New | 20,690 | $1.4M |
| Aerodigm Wealth, LLC | 0.67% | New | 20,467 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.3% | 20,287 | $1.4M |
| Convergence Financial, LLC | 0.24% | Add +4.3% | 20,167 | $1.4M |
| Nwam LLC | 0.08% | Add +16.5% | 19,604 | $1.4M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -0.9% | 19,759 | $1.4M |
| Fifth Third Securities, Inc. | 0.10% | Add +6.2% | 19,724 | $1.4M |
| Rialto Wealth Management, LLC | 0.37% | Add +62.3% | 19,558 | $1.3M |
| Motco | 0.13% | Add +21.4% | 19,295 | $1.3M |
| Wealthstream Advisors, Inc. | 0.22% | Add +8.2% | 19,389 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 19,063 | $1.3M |
| Petros Family Wealth, LLC | 1.17% | New | 18,735 | $1.3M |
| Evoke Wealth, LLC | 0.03% | Add +0.2% | 18,472 | $1.3M |
| Eaton-Cambridge Inc. | 0.47% | Add +13.1% | 18,251 | $1.3M |
| Sage Rhino Capital LLC | 0.26% | Add +0.1% | 18,064 | $1.2M |
| Centennial Wealth Advisory LLC | 0.39% | Add +321.6% | 17,998 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 17,223 | $1.2M |
| LRI Investments, LLC | 0.10% | No change | 17,186 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +39.4% | 17,013 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 16,726 | $1.1M |
| Ruedi Wealth Management, Inc. | 0.33% | Add +91.6% | 16,373 | $1.1M |
| RVW Wealth, LLC | 0.09% | Reduce -10.3% | 16,180 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -61.2% | 15,955 | $1.1M |
| Bayshore Asset Management, LLC | 0.49% | Reduce -0.4% | 15,598 | $1.1M |
| Cetera Trust Company, N.A | 0.63% | No change | 15,357 | $1.1M |
| Allodium Investment Consultants, LLC | 0.66% | Add +2.5% | 15,300 | $1.0M |
| Lam Group, Inc. | 0.68% | Add +26.3% | 14,805 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +74.1% | 14,735 | $1.0M |
| Clarity Wealth Development LLC | 1.00% | No change | 14,720 | $1.0M |
| RAM Investment Partners, LLC | 0.21% | Add +187.8% | 14,596 | $1.0M |
| Vannoy Advisory Group, Inc. | 0.69% | No change | 14,590 | $1000K |
| Integrity Investment Advisors, LLC | 0.77% | Add +11.7% | 14,521 | $995K |
| Vance Wealth, LLC | 0.33% | New | 14,413 | $988K |
| Centerpoint Advisory Group | 0.85% | Reduce -1.1% | 14,341 | $983K |
| Activest Wealth Management | 0.24% | Add +4.9% | 14,294 | $980K |
| Cozad Asset Management Inc. | 0.09% | Add +14.1% | 14,210 | $974K |
| Resolute Wealth Advisor, Inc. | 0.55% | — | 12,049 | $971K |
| Herold Advisors, Inc. | 0.20% | Reduce -6.7% | 14,162 | $971K |
| Diversify Wealth Management, LLC | 0.06% | Add +20.3% | 13,280 | $946K |
| Forum Financial Management, LP | 0.01% | Add +57.2% | 13,619 | $933K |
| BCR Wealth Strategies, LLC | 0.36% | Reduce -3.8% | 13,458 | $922K |
| Hardin Capital Partners, LLC | 0.54% | Add +26.2% | 13,303 | $913K |
| SouthState Bank Corp | 0.04% | Add +43.0% | 13,249 | $908K |
| Wealthfront Advisers LLC | 0.00% | Add +10.2% | 13,231 | $907K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -2.0% | 13,101 | $898K |
| Pacific Asset Management, LLC | 0.71% | Add +22.4% | 12,911 | $885K |
| Leigh Baldwin & Co., LLC | 0.57% | Add +40.0% | 12,756 | $874K |
| Telos Capital Management, Inc. | 0.09% | Add +3.9% | 12,605 | $864K |
| Hicks Capital Management LLC | 1.35% | New | 12,425 | $852K |
| DBK Financial Counsel, LLC | 0.77% | Add +6.8% | 12,373 | $848K |
| Earned Wealth Advisors, LLC | 0.16% | Reduce -18.6% | 12,164 | $834K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.4% | 12,043 | $825K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -2.7% | 11,976 | $821K |
| Creative Capital Management Investments LLC | 0.29% | No change | 11,852 | $812K |
| Seed Wealth Management, Inc. | 0.59% | No change | 11,580 | $794K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -24.1% | 11,275 | $773K |
| Fortis Group Advisors, LLC | 0.14% | Add +5.4% | 11,133 | $770K |
| ARK & TLK Investments, LLC | 0.24% | Reduce -1.0% | 11,129 | $763K |
| F&V Capital Management, LLC | 0.19% | New | 10,950 | $751K |
| Glenview Trust Co | 0.01% | Reduce -0.1% | 10,860 | $744K |
| Richmond Investment Services, LLC | 0.15% | Add +68.3% | 10,704 | $734K |
| Sovran Advisors, LLC | 0.08% | Add +24.6% | 10,481 | $721K |
| Dentgroup LLC | 0.50% | Reduce -9.9% | 10,423 | $714K |
| D. E. Shaw & Co. | 0.00% | Reduce -2.9% | 10,229 | $701K |
| Atlas Wealth LLC | 0.35% | No change | 10,192 | $700K |
| Sensible Money, LLC | 0.26% | Add +0.0% | 10,066 | $690K |
| Callan Family Office, LLC | 0.02% | No change | 10,000 | $685K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,000 | $685K |
| Dixon Fnancial Services, Inc. | 0.34% | Add +6.4% | 9,908 | $679K |
| Orion Capital Management LLC | 0.25% | Add +17.1% | 9,710 | $666K |
| North Ridge Wealth Advisors, Inc. | 0.41% | Add +15.6% | 9,640 | $661K |
| Flagstar Securities, Inc. | 0.18% | Add +15.1% | 9,575 | $656K |
| Lion Street Advisors, LLC | 0.19% | Add +7.8% | 9,322 | $639K |
| Sunpointe, LLC | 0.25% | Reduce -2.1% | 9,306 | $638K |
| Hoxton Planning & Management, LLC | 0.22% | Reduce -32.4% | 9,225 | $632K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -11.1% | 9,151 | $627K |
| Friday Financial | 0.32% | New | 9,063 | $621K |
| Morris Financial Concepts, Inc. | 0.25% | Reduce -1.8% | 9,011 | $618K |
| Bokf, NA | 0.01% | Add +2143.3% | 8,973 | $615K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 8,932 | $612K |
| Haverford Financial Services, Inc. | 0.18% | No change | 8,855 | $607K |
| Planwiser Financial, LLC | 0.51% | Reduce -82.1% | 8,606 | $602K |
| Clear Creek Financial Management, LLC | 0.05% | Add +80.0% | 8,402 | $576K |
| Kuhn & Co Investment Counsel | 0.43% | Add +36.3% | 8,316 | $570K |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 8,301 | $569K |
| CogentBlue Wealth Advisors, LLC | 0.43% | Add +47.8% | 8,160 | $559K |
| Ifrah Financial Services, Inc. | 0.15% | Add +88.2% | 8,147 | $558K |
| Truist Financial Corp. | 0.00% | Add +44.8% | 7,845 | $538K |
| XY Planning Network, Inc. | 0.18% | Add +89.7% | 7,745 | $531K |
| Cloud Capital Management, LLC | 0.33% | Add +138.0% | 7,546 | $523K |
| Freedom Investment Management, Inc. | 0.04% | Add +2.9% | 7,595 | $521K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.5% | 7,589 | $520K |
| Cambridge Financial Group, LLC | 0.19% | Add +10.7% | 7,574 | $519K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 7,452 | $511K |
| Bannerman Wealth Management Group, LLC | 0.39% | Add +5.0% | 7,448 | $510K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.3% | 7,439 | $510K |
| Ridgeline Wealth, LLC | 0.41% | Add +99.2% | 7,339 | $503K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -0.9% | 7,193 | $493K |
| Diversify Advisory Services, LLC | 0.02% | New | 6,715 | $478K |
| Austin Asset Management Co Inc | 0.09% | Add +3.1% | 6,686 | $458K |
| Advyzon Investment Management, LLC | 0.10% | New | 6,572 | $450K |
| James Investment Research, Inc. | 0.05% | Add +7.8% | 6,536 | $448K |
| Dover Advisors, LLC | 0.20% | New | 6,534 | $448K |
| Creative Financial Designs Inc. | 0.03% | Add +0.3% | 6,501 | $446K |
| Fort Point Capital Partners LLC | 0.04% | Add +1.1% | 6,471 | $443K |
| Investmark Advisory Group LLC | 0.21% | Reduce -1.7% | 6,463 | $443K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +25.8% | 6,377 | $437K |
| UMB Bank, n.a. | 0.01% | Add +1.3% | 6,330 | $434K |
| USAdvisors Wealth Management, LLC | 0.16% | Add +0.7% | 6,234 | $427K |
| Captrust Financial Advisors | 0.00% | Reduce -3.3% | 6,185 | $424K |
| Foster Group, Inc. | 0.01% | New | 6,057 | $415K |
| Citizens & Northern Corp. | 0.11% | No change | 6,023 | $413K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,992 | $411K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.8% | 5,819 | $410K |
| Squire Investment Management Company, LLC | 0.15% | Add +42.3% | 5,978 | $410K |
| Lauterbach Financial Advisors, LLC | 0.22% | Reduce -1.5% | 5,769 | $395K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +0.3% | 5,764 | $395K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,707 | $391K |
| Riverchase Wealth Management, LLC | 0.24% | Add +19.7% | 5,599 | $384K |
| Brown Financial Advisory | 0.21% | No change | 5,559 | $381K |
| Family Investment Center, Inc. | 0.08% | Reduce -1.4% | 5,466 | $375K |
| Evanson Asset Management, LLC | 0.02% | Add +1.1% | 5,441 | $373K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.7% | 5,312 | $364K |
| Kaufman Rossin Wealth, LLC | 0.22% | New | 5,156 | $353K |
| Compass Ion Advisors, LLC | 0.04% | No change | 5,104 | $350K |
| Consolidated Portfolio Review Corp | 0.05% | Add +2.5% | 5,098 | $349K |
| Fortress Financial Solutions, LLC | 0.43% | Add +1.6% | 5,014 | $344K |
| IFG Advisory, LLC | 0.02% | New | 4,871 | $334K |
| Decker Retirement Planning Inc. | 0.19% | Add +0.5% | 4,847 | $332K |
| Able Wealth Management LLC | 0.17% | New | 4,834 | $331K |
| Edge Financial Advisors LLC | 0.17% | New | 4,808 | $330K |
| Milestone Asset Management Group, LLC | 0.24% | Add +13.1% | 4,741 | $325K |
| Westbourne Investments, Inc. | 0.17% | Reduce -1.1% | 4,717 | $323K |
| Benchmark Wealth Management, LLC | 0.14% | Add +21.7% | 4,657 | $319K |
| AE Wealth Management LLC | 0.00% | Add +62.2% | 4,645 | $318K |
| MAI Capital Management | 0.00% | Add +765.3% | 4,344 | $298K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -57.7% | 4,228 | $290K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,200 | $288K |
| M&T Bank Corp | 0.00% | New | 4,183 | $287K |
| Vicus Capital | 0.02% | New | 4,154 | $285K |
| Stewardship Advisors, LLC | 0.07% | No change | 4,104 | $281K |
| Aspiriant, LLC | 0.01% | No change | 4,083 | $280K |
| Atlas Brown,Inc. | 0.09% | Add +4.2% | 4,029 | $276K |
| Independent Financial Group, LLC | 0.01% | New | 4,006 | $275K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -8.3% | 3,978 | $273K |
| Envision Financial LLC | 0.18% | New | 3,957 | $271K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.4% | 3,881 | $266K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -2.3% | 3,874 | $266K |
| Cornerstone Capital, Inc. | 0.03% | Reduce -39.4% | 3,815 | $261K |
| Jacobi Capital Management LLC | 0.02% | New | 3,797 | $260K |
| SCS Capital Management LLC | 0.00% | No change | 3,766 | $258K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,738 | $256K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,725 | $255K |
| Avion Wealth | 0.06% | No change | 3,610 | $247K |
| Emprise Bank | 0.12% | New | 3,574 | $245K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,570 | $245K |
| MBE Wealth Management, LLC | 0.11% | Reduce -6.1% | 3,560 | $244K |
| Northwest Capital Management Inc | 0.13% | Reduce -31.6% | 3,528 | $242K |
| Copley Financial Group, Inc. | 0.18% | Reduce -5.3% | 3,502 | $240K |
| Nemes Rush Group LLC | 0.03% | Add +20.9% | 3,500 | $240K |
| Community Bank, N.A. | 0.03% | Reduce -1.1% | 3,394 | $233K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,370 | $231K |
| Zhang Financial LLC | 0.01% | Reduce -9.0% | 3,366 | $231K |
| Naples Global Advisors, LLC | 0.02% | New | 3,228 | $221K |
| Parcion Private Wealth LLC | 0.02% | New | 3,215 | $220K |
| Porter White Investment Advisors, Inc. | 0.10% | New | 3,186 | $218K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,152 | $216K |
| Claris Advisors, LLC / Mo / | 0.07% | New | 3,035 | $208K |
| Austin Private Wealth, LLC | 0.02% | New | 2,955 | $203K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 2,862 | $196K |
| NewSquare Capital LLC | 0.01% | Reduce -16.3% | 2,799 | $192K |
| Westside Investment Management, Inc. | 0.03% | Add +74.0% | 2,610 | $179K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -9.3% | 2,514 | $172K |
| Tidemark, LLC | 0.05% | Reduce -96.9% | 2,453 | $168K |
| Kennebec Savings Bank | 0.16% | Reduce -1.7% | 2,411 | $165K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,400 | $164K |
| Private Trust Co. NA | 0.01% | No change | 2,265 | $155K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.2% | 1,801 | $123K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.8% | 1,530 | $105K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,473 | $101K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.1% | 1,411 | $96K |
| North Capital, Inc. | 0.08% | No change | 1,347 | $92K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $91K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,266 | $87K |
| Clarity Asset Management, Inc. | 0.05% | Add +66.6% | 1,253 | $86K |
| South Plains Financial, Inc. | 0.05% | Add +61.2% | 1,098 | $75K |
| Valley National Advisers Inc. | 0.01% | Reduce -54.6% | 1,093 | $74K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -85.8% | 1,050 | $72K |
| Arax Advisory Partners | 0.00% | Reduce -2.1% | 975 | $67K |
| CVA Family Office, LLC | 0.01% | Reduce -0.5% | 844 | $58K |
| TruNorth Capital Management, LLC | 0.01% | No change | 800 | $55K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $55K |
| Webster Bank, N. A. | 0.01% | No change | 764 | $52K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 698 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.4% | 502 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +213.4% | 492 | $34K |
| CNB Bank | 0.02% | No change | 477 | $33K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 439 | $30K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 435 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | New | 393 | $27K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 388 | $27K |
| Assetmark, Inc. | 0.00% | Add +31.7% | 374 | $26K |
| Brooklyn Investment Group | 0.00% | New | 370 | $25K |
| Bfsg, LLC | 0.00% | No change | 369 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +2366.7% | 370 | $25K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 355 | $24K |
| Bank of New Hampshire | 0.01% | New | 348 | $24K |
| Bessemer Group Inc. | 0.00% | New | 334 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 331 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 307 | $21K |
| Tsfg, LLC | 0.00% | No change | 307 | $21K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.7% | 304 | $21K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 292 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 260 | $18K |
| Evolution Wealth Management Inc. | 0.02% | — | 227 | $16K |
| Ancora Advisors LLC | 0.00% | New | 220 | $15K |
| Team Financial Group, LLC | 0.01% | New | 196 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 194 | $13K |
| Blue Trust, Inc. | 0.00% | Add +10.3% | 192 | $13K |
| First Community Trust NA | 0.01% | New | 187 | $13K |
| Spire Wealth Management | 0.00% | New | 177 | $12K |
| Accredited Wealth Management, LLC | 0.01% | New | 171 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -80.0% | 165 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -28.6% | 162 | $11K |
| Operose Advisors LLC | 0.00% | No change | 155 | $11K |
| GAMMA Investing LLC | 0.00% | New | 150 | $10K |
| Rothschild Investment LLC | 0.00% | New | 150 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -3.2% | 121 | $8K |
| Glassman Wealth Services | 0.00% | New | 120 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 109 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -25.4% | 103 | $7K |
| HFM Investment Advisors, LLC | 0.00% | Add +4.2% | 100 | $7K |
| S&T Bank | 0.00% | Reduce -30.2% | 97 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.3% | 91 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | Add +14.3% | 88 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -52.2% | 75 | $5K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +3.8% | 55 | $4K |
| Atticus Wealth Management, LLC | 0.00% | New | 39 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Park Square Financial Group, LLC | 0.00% | No change | 16 | $1K |
| Addison Advisors LLC | 0.00% | No change | 10 | $675 |
| Eq Wealth Advisors, LLC | 0.00% | No change | 9 | $617 |
| Abound Wealth Management | 0.00% | New | 7 | $485 |
| Key Financial Inc | 0.00% | No change | 6 | $411 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 4 | $275 |
| Citigroup Inc. | 0.00% | New | 3 | $206 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.9% | 2 | $150 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.