Avantis Emerging Markets EqAVEMETF
13F holders, Q3 2025 (September 30)671holders +89
119new positions
23sold out
4famous investors
$75.14avg. 13F price*
At the end of Q3 2025, 671 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 89 from Q2 2025. 119 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($1.4B), Savant Capital, LLC ($1.4B) and Envestnet Asset Management Inc. ($785.2M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $374.4M |
| Exits | 23 | $113.6M |
All 13F filers, Q2 2025 → Q3 2025: 24,207,083 shares bought and 10,937,685 shares sold, net +13,269,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 671 holders
| Bank of America Corp. | 0.10% | Add +5.0% | 18,412,368 | $1.4B |
| Savant Capital, LLC | 8.38% | Add +3.3% | 18,382,716 | $1.4B |
| Envestnet Asset Management Inc. | 0.23% | Reduce -40.3% | 10,453,511 | $785.2M |
| Mercer Global Advisors Inc. | 1.15% | Add +3.4% | 9,209,393 | $691.7M |
| Morgan Stanley | 0.02% | Add +11.2% | 5,028,304 | $377.7M |
| Wells Fargo & Company | 0.07% | Add +271.0% | 4,838,660 | $363.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -8.5% | 2,801,083 | $210.4M |
| Cerity Partners LLC | 0.33% | Add +2.8% | 2,687,213 | $202.1M |
| LPL Financial LLC | 0.06% | Add +33.7% | 2,679,552 | $201.3M |
| American Century Companies Inc. | 0.09% | Reduce -6.5% | 2,272,005 | $170.7M |
| Vantagepoint Investment Advisers LLC | 1.39% | New | 2,266,871 | $170.3M |
| HighTower Advisors, LLC | 0.19% | Add +5.9% | 2,263,581 | $170.0M |
| Ameriprise Financial Inc. | 0.04% | Add +47.1% | 2,263,134 | $170.0M |
| Annex Advisory Services, LLC | 3.50% | Add +23.7% | 2,186,603 | $164.2M |
| Haverford Trust Co | 1.41% | Reduce -1.1% | 2,080,765 | $156.3M |
| PNC Financial Services Group, Inc. | 0.09% | Add +10.9% | 1,991,031 | $149.5M |
| Jones Financial Companies LLLP | 0.10% | Add +32.5% | 2,000,192 | $148.4M |
| MML Investors Services, LLC | 0.36% | Add +4.0% | 1,800,639 | $135.2M |
| Focus Partners Wealth | 0.21% | Add +2.0% | 1,740,003 | $130.7M |
| Osaic Holdings, Inc. | 0.18% | Add +505.9% | 1,687,843 | $125.7M |
| Bank of Montreal | 0.05% | Add +9.2% | 1,567,393 | $117.7M |
| JPMorgan Chase & Co. | 0.01% | Add +350.8% | 1,404,304 | $105.5M |
| Pure Financial Advisors, LLC | 1.62% | Reduce -1.8% | 1,357,553 | $102.0M |
| Oak Root LLC | 10.15% | No change | 1,167,215 | $87.7M |
| Neuberger Berman Group LLC | 0.06% | Add +2.7% | 1,096,919 | $82.4M |
| Cetera Investment Advisers | 0.09% | Add +95.7% | 1,072,575 | $80.6M |
| Gradient Investments LLC | 1.34% | Add +4.7% | 1,070,663 | $80.4M |
| Avantax Planning Partners, Inc. | 2.26% | Add +92.8% | 1,050,626 | $78.9M |
| HB Wealth Management, LLC | 0.53% | Add +1.8% | 1,035,739 | $77.8M |
| Creative Planning | 0.06% | Reduce -3.5% | 1,003,850 | $75.4M |
| UBS Group AG | 0.01% | Add +18.8% | 951,406 | $71.5M |
| Bokf, NA | 0.97% | Add +9498.3% | 861,253 | $64.7M |
| Summit Financial Strategies, Inc. | 5.54% | Reduce -1.0% | 859,984 | $64.6M |
| Cresset Asset Management, LLC | 0.28% | Add +6.1% | 848,286 | $63.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -3.0% | 826,781 | $62.1M |
| Great Valley Advisor Group, Inc. | 1.22% | Reduce -2.1% | 809,831 | $60.8M |
| Raymond James Financial Inc. | 0.02% | Add +64.4% | 806,401 | $60.6M |
| Apella Capital, LLC | 1.31% | Add +17.3% | 771,152 | $58.8M |
| Corient Private Wealth LP | 0.09% | Reduce -27.5% | 757,229 | $56.9M |
| Midwest Trust Co | 0.73% | Add +7.7% | 749,453 | $56.3M |
| Modern Wealth Management, LLC | 1.02% | Add +285.5% | 688,269 | $51.7M |
| Atwood & Palmer Inc. | 2.87% | Add +0.7% | 649,487 | $48.8M |
| Fragasso Financial Advisors Inc | 2.96% | Reduce -2.5% | 623,375 | $47.4M |
| Harbour Investments, Inc. | 1.04% | Add +6.0% | 611,025 | $45.9M |
| Greenup Street Wealth Management LLC | 6.90% | Add +21.7% | 598,077 | $44.9M |
| Beaird Harris Wealth Management, LLC | 3.14% | Add +0.5% | 588,841 | $44.2M |
| Waddell & Associates, LLC | 3.54% | Add +2.8% | 553,961 | $41.6M |
| Cwm, LLC | 0.12% | Add +11.9% | 543,505 | $40.8M |
| Mission Wealth Management, LP | 0.83% | Add +1.4% | 539,720 | $40.5M |
| Foster & Motley Inc. | 2.18% | Reduce -2.9% | 538,462 | $40.4M |
| Rockwood Wealth Management, LLC | 3.18% | Reduce -4.1% | 530,347 | $39.8M |
| Fifth Third Bancorp | 0.13% | Add +6.9% | 529,303 | $39.8M |
| Tarbox Family Office, Inc. | 5.73% | Reduce -2.3% | 520,046 | $39.1M |
| Park Avenue Securities LLC | 0.30% | Add +16.5% | 517,290 | $38.9M |
| Diversified Portfolios, Inc. | 3.33% | Add +5.9% | 502,835 | $37.8M |
| Apollon Wealth Management, LLC | 0.67% | Add +2.1% | 499,099 | $37.5M |
| Nicolet Advisory Services, LLC | 2.88% | Add +0.2% | 488,607 | $37.1M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -4.1% | 485,263 | $36.4M |
| Truepoint, Inc. | 0.82% | Reduce -3.4% | 468,537 | $35.2M |
| CreativeOne Wealth, LLC | 0.85% | Add +25.9% | 464,357 | $34.9M |
| Morton Brown Family Wealth, LLC | 9.91% | Reduce -0.5% | 459,692 | $34.5M |
| Farther Finance Advisors, LLC | 0.52% | Add +47.1% | 458,429 | $34.4M |
| Arlington Financial Advisors, LLC | 4.83% | Add +3.2% | 437,429 | $32.9M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +7528.2% | 435,341 | $32.7M |
| Ritter Daniher Financial Advisory LLC / DE | 5.55% | Reduce -4.7% | 419,611 | $31.5M |
| Private Advisor Group, LLC | 0.15% | Add +73.8% | 414,549 | $31.1M |
| West Paces Advisors Inc. | 6.02% | Add +3.8% | 402,837 | $30.3M |
| Amplius Wealth Advisors, LLC | 2.61% | Add +0.9% | 401,410 | $30.1M |
| Versant Capital Management, Inc | 4.00% | Reduce -0.1% | 391,454 | $29.4M |
| IHT Wealth Management, LLC | 0.73% | Add +35.0% | 384,842 | $28.9M |
| McLean Asset Management Corp | 5.47% | Add +152.0% | 347,137 | $26.6M |
| Cannon Financial Strategists, Inc. | 3.76% | Reduce -4.3% | 349,886 | $26.3M |
| Quantum Financial Advisors, LLC | 3.10% | Add +5.7% | 339,002 | $25.5M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 329,581 | $24.8M |
| SC&H Financial Advisors, Inc. | 3.85% | Add +0.4% | 314,435 | $23.6M |
| Pasadena Private Wealth, LLC | 3.39% | Add +11.0% | 312,781 | $23.5M |
| JRM Investment Counsel, LLC | 7.08% | Add +4.2% | 311,836 | $23.4M |
| Old Mission Capital LLC | 0.83% | Reduce -28.4% | 309,793 | $23.3M |
| ACT Advisors, LLC. | 9.01% | New | 297,263 | $22.3M |
| High Probability Advisors, LLC | 3.02% | Add +1.5% | 292,976 | $22.0M |
| Correct Capital Wealth Management | 4.03% | Add +14.8% | 291,214 | $21.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +10.3% | 285,484 | $21.7M |
| Venturi Wealth Management, LLC | 1.00% | Add +7254.9% | 285,445 | $21.4M |
| Mariner, LLC | 0.03% | Add +28.6% | 278,840 | $20.9M |
| Truist Financial Corp. | 0.03% | Add +3397.3% | 274,363 | $20.6M |
| WJ Interests, LLC | 8.21% | Reduce -7.8% | 270,715 | $20.3M |
| OneDigital Investment Advisors LLC | 0.21% | Add +22.6% | 269,909 | $20.3M |
| Focus Partners Advisor Solutions, LLC | 0.22% | Reduce -44.6% | 261,608 | $19.7M |
| MassMutual Private Wealth & Trust, FSB | 0.50% | Reduce 0.0% | 261,265 | $19.6M |
| VeraBank, N.A. | 3.64% | Add +8.3% | 259,090 | $19.5M |
| CGN Advisors LLC | 1.58% | Add +2.6% | 256,290 | $19.2M |
| Compound Planning, Inc. | 0.62% | Add +1405.8% | 256,179 | $19.2M |
| TCI Wealth Advisors, Inc. | 1.12% | Reduce -4.7% | 250,789 | $18.8M |
| Larson Financial Group LLC | 0.61% | Reduce -23.7% | 231,368 | $17.4M |
| Concord Wealth Partners | 2.37% | Add +32.1% | 228,740 | $17.2M |
| WealthPlan Investment Management, LLC | 1.11% | Add +22.9% | 223,528 | $16.8M |
| Foundations Investment Advisors, LLC | 0.24% | Add +17.8% | 220,439 | $16.6M |
| Simplicity Wealth,LLC | 0.96% | Reduce -46.5% | 220,274 | $16.5M |
| Concord Asset Management, LLC | 2.98% | Add +26.1% | 218,405 | $16.4M |
| BSW Wealth Partners | 2.04% | Add +3.6% | 217,549 | $16.3M |
| Caliber Wealth Management, LLC / KS | 1.78% | Add +5.7% | 213,173 | $16.0M |
| Fonville Wealth Management LLC | 3.48% | Add +5.3% | 205,790 | $15.5M |
| Allen Capital Group, LLC | 1.47% | Add +6.8% | 204,875 | $15.4M |
| Websterrogers Financial Advisors, LLC | 4.57% | Reduce -4.5% | 202,954 | $15.2M |
| Nicolet Bankshares Inc. | 2.44% | Add +3.4% | 201,816 | $15.2M |
| Armstrong, Fleming & Moore, Inc | 7.23% | New | 201,613 | $15.1M |
| Berger Financial Group, Inc | 0.90% | Add +2.3% | 200,919 | $15.1M |
| FMR LLC | 0.00% | Add +21.1% | 199,934 | $15.0M |
| REAP Financial Group, LLC | 3.25% | Add +5.0% | 199,228 | $15.0M |
| Plancorp, LLC | 0.47% | Reduce -1.2% | 198,988 | $14.9M |
| Burton Enright Welch | 2.23% | Reduce -4.1% | 196,981 | $14.8M |
| NewEdge Advisors, LLC | 0.07% | Add +13.6% | 191,895 | $14.4M |
| Opus Capital Group, LLC | 1.60% | Reduce -0.1% | 189,659 | $14.2M |
| Mfa Wealth Advisors, LLC | 3.05% | New | 185,758 | $14.0M |
| Destiny Wealth Partners, LLC | 1.69% | Add +3.0% | 184,092 | $13.8M |
| Aire Advisors, LLC | 2.49% | Add +0.7% | 182,441 | $13.7M |
| Waverly Advisors, LLC | 0.13% | Add +0.2% | 178,738 | $13.4M |
| Summit Financial, LLC | 0.21% | New | 178,514 | $13.4M |
| Modera Wealth Management, LLC | 0.16% | Reduce -1.4% | 178,470 | $13.4M |
| Bank of New York Mellon Corp | 0.00% | Add +15.3% | 176,250 | $13.2M |
| Werba Rubin Papier Wealth Management | 2.14% | Add +1.6% | 176,013 | $13.2M |
| Valued Wealth Advisors LLC | 6.04% | Add +5.4% | 173,406 | $13.0M |
| Libra Wealth LLC | 3.82% | Add +12.2% | 169,176 | $12.7M |
| Team Hewins, LLC | 4.27% | Reduce -1.3% | 168,307 | $12.6M |
| Kavar Capital Partners Group, LLC | 1.68% | Add +5.9% | 167,490 | $12.6M |
| Hill Investment Group Partners, LLC | 1.53% | Reduce -1.2% | 167,486 | $12.6M |
| Fort Vancouver Investment Management, LLC | 6.87% | Reduce -3.5% | 164,819 | $12.4M |
| ERn Financial, LLC | 2.42% | Reduce -5.5% | 163,467 | $12.3M |
| Cardiff Park Advisors, LLC | 0.92% | No change | 159,192 | $12.0M |
| Grand Wealth Management, LLC | 5.60% | Add +0.5% | 154,629 | $11.6M |
| Jane Street Group, LLC | 0.01% | Reduce -40.7% | 152,279 | $11.4M |
| Austin Private Wealth, LLC | 0.88% | Add +5039.6% | 151,876 | $11.4M |
| Exchange Traded Concepts, LLC | 0.11% | Reduce -0.6% | 151,153 | $11.4M |
| Buck Wealth Strategies, LLC | 1.54% | New | 149,455 | $11.2M |
| SJS Investment Consulting Inc. | 1.53% | Add +8.0% | 149,249 | $11.2M |
| Define Financial, LLC | 6.69% | Add +0.7% | 148,418 | $11.1M |
| Walkner Condon Financial Advisors LLC | 1.76% | Add +28.6% | 148,030 | $11.1M |
| Merit Financial Group, LLC | 0.10% | Reduce -14.4% | 146,885 | $11.0M |
| Northwest Wealth Management, LLC | 1.80% | Reduce -2.6% | 145,150 | $10.9M |
| Mason & Associates Inc | 2.09% | Add +58.7% | 138,376 | $10.4M |
| Prosperity Planning, Inc. | 3.91% | Add +0.2% | 138,088 | $10.4M |
| Choice Wealth Advisors LLC | 4.30% | New | 133,520 | $10.0M |
| Higgins & Schmidt Wealth Strategies LLC | 5.06% | Add +2.7% | 133,381 | $10.0M |
| ShoreHaven Wealth Partners, LLC | 3.67% | Add +102.2% | 131,986 | $9.9M |
| &partners | 0.06% | Add +91.0% | 128,616 | $9.8M |
| Shotwell Rutter Baer Inc | 6.29% | Reduce -2.6% | 127,491 | $9.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.06% | Reduce -0.8% | 128,914 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +25.8% | 128,023 | $9.6M |
| Signet Financial Management, LLC | 1.11% | Add +1.7% | 127,302 | $9.6M |
| Oak Wealth Advisors LLC | 5.53% | Add +4.9% | 126,622 | $9.5M |
| Richmond Investment Services, LLC | 1.76% | Add +1073.1% | 125,570 | $9.4M |
| Freedom Financial Partners LLC | 3.54% | Add +1.6% | 123,653 | $9.3M |
| Tortoise Investment Management, LLC | 0.82% | Add +0.3% | 121,955 | $9.2M |
| Passive Capital Management, LLC. | 2.96% | Reduce -8.9% | 120,882 | $9.1M |
| Nottingham Advisors, Inc. | 1.25% | Add +4.5% | 119,508 | $9.0M |
| Certified Advisory Corp | 0.83% | Add +10.8% | 116,721 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.6% | 116,217 | $8.7M |
| WCG Wealth Advisors LLC | 0.55% | Add +2.9% | 115,857 | $8.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +207.2% | 114,135 | $8.6M |
| Total Wealth Planning, LLC | 0.97% | Reduce -6.6% | 112,051 | $8.4M |
| Activest Wealth Management | 1.70% | Add +683.2% | 111,947 | $8.4M |
| ABLE Financial Group, LLC | 1.79% | Add +3.9% | 110,240 | $8.3M |
| Collective Family Office LLC | 1.99% | Reduce -5.7% | 110,198 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | New | 110,094 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 109,033 | $8.2M |
| WMG Financial Advisors, LLC | 2.73% | Reduce -1.7% | 108,788 | $8.2M |
| Acima Private Wealth, LLC | 2.51% | Add +5.3% | 106,677 | $8.0M |
| Disciplina Capital Management LLC | 0.97% | Add +8.7% | 106,654 | $8.0M |
| B&D White Capital Company, LLC | 1.02% | Reduce -1.7% | 106,413 | $8.0M |
| BetterWealth, LLC | 1.89% | Add +1.5% | 105,487 | $7.9M |
| Assetmark, Inc. | 0.02% | Add +28061.5% | 105,324 | $7.9M |
| Silver Oak Wealth Advisors Services, LLC | 5.13% | Add +2.8% | 103,719 | $7.8M |
| Highland Financial Advisors, LLC | 2.19% | Add +3.1% | 101,660 | $7.6M |
| Elevation Wealth Partners, LLC | 2.66% | Add +6.1% | 98,392 | $7.4M |
| Financial Futures Ltd Liability Co. | 3.53% | Add +3.4% | 96,829 | $7.3M |
| Flagstone Financial Management | 1.91% | Reduce -6.5% | 96,273 | $7.2M |
| Sylvest Advisors, LLC | 3.86% | Reduce -0.2% | 95,634 | $7.2M |
| Red Lighthouse Investment Management, LLC | 2.47% | Add +1.2% | 94,060 | $7.1M |
| Dopkins Wealth Management, LLC | 2.93% | Reduce -4.8% | 92,438 | $6.9M |
| First Hawaiian Bank | 0.89% | Add +3.3% | 92,230 | $6.9M |
| Haven Private, LLC | 3.04% | Add +2.4% | 91,761 | $6.9M |
| Cypress Point Wealth Management, LLC | 1.39% | Add +1.7% | 91,605 | $6.9M |
| Bridgewater Advisors Inc. | 0.47% | Reduce -4.3% | 88,528 | $6.8M |
| Broadway Wealth Solutions, Inc. | 3.65% | Add +8.4% | 86,618 | $6.5M |
| AllGen Financial Advisors, Inc. | 1.57% | Add +19.8% | 85,214 | $6.4M |
| Curio Wealth, LLC | 2.61% | Add +9.7% | 84,580 | $6.4M |
| D'Orazio & Associates, Inc. | 0.83% | Reduce -8.2% | 84,107 | $6.3M |
| Avant Financial Advisors LLC | 4.75% | Add +3.5% | 83,929 | $6.3M |
| WealthPLAN Partners, LLC | 0.94% | Add +12.9% | 83,412 | $6.3M |
| Trace Wealth Advisors, LLC | 4.60% | Add +1.7% | 81,971 | $6.2M |
| Visionary Horizons, LLC | 3.43% | Add +8.1% | 81,702 | $6.1M |
| LexAurum Advisors, LLC | 0.87% | Add +4.8% | 81,616 | $6.1M |
| Trellis Wealth Advisors LLC | 2.48% | Reduce -2.0% | 81,294 | $6.1M |
| Collaborative Wealth Managment Inc. | 2.46% | Add +12.3% | 81,118 | $6.1M |
| Objectivity Squared, LLC | 3.58% | Add +10.4% | 79,920 | $6.0M |
| MN Wealth Advisors, LLC | 3.18% | Add +14.0% | 79,164 | $5.9M |
| Awm Capital, LLC | 0.54% | Reduce -4.4% | 78,694 | $5.9M |
| Fortitude Family Office, LLC | 1.59% | Reduce -2.7% | 78,311 | $5.9M |
| Echo Wealth Management, LLC | 3.42% | Add +0.2% | 77,932 | $5.9M |
| D L Carlson Investment Group Inc. | 0.95% | Add +9.7% | 75,487 | $5.7M |
| Midwestern Financial, LLC | 4.84% | Add +5.9% | 75,014 | $5.6M |
| EnRich Financial Partners LLC | 1.60% | Reduce -1.6% | 74,891 | $5.6M |
| Cherry Tree Wealth Management, LLC | 1.21% | Add +5.9% | 73,681 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +508.1% | 73,234 | $5.5M |
| Summit Wealth Partners, LLC | 0.99% | Add +4.0% | 73,106 | $5.5M |
| Kings Path Partners LLC | 1.98% | Add +7.1% | 71,700 | $5.4M |
| HTG Investment Advisors, Inc. | 1.79% | Add +2.3% | 70,817 | $5.3M |
| Physician Wealth Solutions Inc. | 2.32% | Add +0.6% | 70,602 | $5.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.5% | 70,408 | $5.3M |
| Kelman-Lazarov, Inc. | 0.78% | Reduce -3.1% | 70,063 | $5.3M |
| Great Point Wealth Advisors, LLC | 0.98% | — | 69,267 | $5.2M |
| Gateway Wealth Partners, LLC | 0.70% | Add +5.1% | 69,179 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -52.8% | 68,917 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +31.2% | 68,797 | $5.2M |
| Global Strategic Investment Solutions, LLC | 0.51% | Reduce -0.3% | 67,881 | $5.1M |
| Mraz, Amerine & Associates, Inc. | 0.79% | Add +26.3% | 67,503 | $5.1M |
| Level Financial Advisors | 1.42% | Reduce -0.8% | 67,225 | $5.0M |
| Annandale Capital, LLC | 0.88% | Reduce -0.3% | 66,210 | $5.0M |
| IAG Wealth Partners, LLC | 0.59% | Add +4.7% | 65,653 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +14.1% | 65,649 | $4.9M |
| Lakeridge Wealth Management LLC | 2.19% | Add +10.0% | 65,510 | $4.9M |
| Invenio Wealth Partners LLC | 1.79% | New | 65,398 | $4.9M |
| Grove Bank & Trust | 0.57% | Add +18.9% | 65,375 | $4.9M |
| Horst & Graben Wealth Management LLC | 0.74% | New | 64,896 | $4.9M |
| Chris Bulman Inc | 2.42% | Add +20.4% | 64,436 | $4.8M |
| Magnolia Private Wealth, LLC | 3.52% | Add +65.3% | 90,472 | $4.8M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -13.6% | 60,944 | $4.8M |
| JNBA Financial Advisors | 0.43% | Reduce -8.8% | 62,637 | $4.7M |
| Financial Symmetry Inc | 2.09% | Reduce -2.8% | 62,057 | $4.7M |
| Strategic Blueprint, LLC | 0.20% | Add +7.0% | 61,619 | $4.6M |
| Fidelis Capital Partners, LLC | 0.36% | New | 61,049 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +103.9% | 60,429 | $4.5M |
| REDW Wealth LLC | 1.71% | Add +26.6% | 60,144 | $4.5M |
| Capasso Planning Partners LLC | 2.79% | Reduce -1.7% | 59,594 | $4.5M |
| Arq Wealth Advisors, LLC | 1.32% | Reduce -18.9% | 59,591 | $4.5M |
| Brown Financial Advisors | 1.63% | Add +1.3% | 58,820 | $4.4M |
| WorthPointe, LLC | 1.63% | Add +2.4% | 57,934 | $4.4M |
| Savvy Advisors, Inc. | 0.20% | New | 57,263 | $4.3M |
| Waterfront Wealth Inc. | 0.88% | Add +2.8% | 56,411 | $4.3M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -2.1% | 56,974 | $4.3M |
| AQR Capital Management | 0.00% | Add +83.4% | 56,843 | $4.3M |
| Peak Asset Management, LLC | 0.74% | Add +0.2% | 56,518 | $4.2M |
| BWM Planning, LLC | 1.25% | Add +4.1% | 56,109 | $4.2M |
| Apeiron RIA LLC | 0.91% | Add +13.2% | 53,856 | $4.1M |
| Signature Resources Capital Management, LLC | 2.19% | Add +6.4% | 53,253 | $4.0M |
| Wedmont Private Capital | 0.15% | Add +0.0% | 52,314 | $4.0M |
| One Wealth Advisors, LLC | 0.49% | New | 52,269 | $3.9M |
| Allworth Financial LP | 0.02% | Add +94.8% | 52,091 | $3.9M |
| Lifestyle Asset Management, Inc. | 1.33% | New | 52,044 | $3.9M |
| Sterneck Capital Management, LLC | 1.82% | Reduce -9.8% | 51,981 | $3.9M |
| Armbruster Capital Management, Inc. | 0.66% | Add +4.0% | 51,569 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.32% | Add +1.5% | 51,062 | $3.8M |
| Retirement Guys Formula LLC | 1.34% | New | 50,793 | $3.8M |
| WealthCollab, LLC | 1.74% | Add +3.6% | 50,367 | $3.8M |
| Poinciana Advisors Group, LLC | 3.19% | Reduce -4.2% | 50,309 | $3.8M |
| CoreFirst Bank & Trust | 2.03% | Reduce -0.9% | 50,029 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Add +4.8% | 49,981 | $3.8M |
| Philip James Wealth Mangement, LLC | 0.45% | Add +73.2% | 49,430 | $3.7M |
| CFS Investment Advisory Services, LLC | 0.28% | New | 48,091 | $3.7M |
| Comerica Bank | 0.01% | Add +24.8% | 49,424 | $3.7M |
| Burk Holdings LLC | 1.94% | Reduce -0.8% | 48,401 | $3.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.42% | Add +30.5% | 48,111 | $3.6M |
| Verus Wealth Management, LLC | 3.35% | Reduce -5.1% | 47,795 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Add +83.3% | 47,698 | $3.6M |
| POM Investment Strategies, LLC | 1.93% | Add +16.5% | 47,217 | $3.5M |
| Factor Wealth Management LTD | 0.88% | Add +8.2% | 47,015 | $3.5M |
| Breakwater Capital Group | 0.51% | Add +32.1% | 45,744 | $3.4M |
| ORBA Wealth Advisors, L.L.C. | 2.81% | Add +3.1% | 45,405 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | New | 44,913 | $3.4M |
| Planwiser Financial, LLC | 2.67% | Add +399.9% | 43,025 | $3.4M |
| Hilltop Holdings Inc. | 0.18% | New | 44,482 | $3.3M |
| Canvas Wealth Advisors, LLC | 0.61% | Reduce -3.6% | 43,752 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.9% | 43,628 | $3.3M |
| AlphaCore Capital LLC | 0.11% | Add +2.5% | 41,987 | $3.2M |
| Pacific Life Fund Advisors LLC | 0.32% | Add +79.9% | 41,920 | $3.1M |
| First National Trust Co | 0.11% | Add +2.3% | 41,564 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.56% | Reduce -1.0% | 40,795 | $3.1M |
| OmniStar Financial Group, Inc. | 1.85% | New | 40,743 | $3.1M |
| Axxcess Wealth Management, LLC | 0.06% | Add +7.8% | 40,390 | $3.0M |
| Greenwood Capital Associates LLC | 0.35% | Add +17.6% | 40,346 | $3.0M |
| Family Office Research LLC | 1.32% | Reduce -0.4% | 40,116 | $3.0M |
| Kestra Investment Management, LLC | 0.08% | Add +45.8% | 39,677 | $3.0M |
| NorthStar Asset Management LLC | 1.41% | Add +12.8% | 39,224 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +71.3% | 39,140 | $2.9M |
| Arcadia Wealth Management, Inc. | 1.77% | Add +5.5% | 38,878 | $2.9M |
| Harbor Group, Inc. | 0.46% | Add +72.9% | 38,517 | $2.9M |
| Apollon Financial, LLC | 0.48% | Add +23.7% | 38,258 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | No change | 37,695 | $2.8M |
| Boyum Wealth Architects LLC | 1.73% | Add +9.1% | 37,316 | $2.8M |
| White Pine Investment CO | 0.66% | New | 37,259 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.6% | 36,585 | $2.7M |
| Tillman Hartley LLC | 0.71% | Add +29.9% | 36,455 | $2.7M |
| Parallel Advisors, LLC | 0.05% | New | 36,371 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +678.1% | 36,142 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.43% | Add +3.5% | 36,070 | $2.7M |
| CoreCap Advisors, LLC | 0.10% | Add +10.6% | 36,067 | $2.7M |
| Wedbush Securities Inc. | 0.09% | New | 35,341 | $2.7M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -7.2% | 35,258 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.7% | 35,109 | $2.6M |
| Sprinkle Financial Consultants LLC | 1.47% | Add +2.2% | 35,020 | $2.6M |
| IMA Advisory Services, Inc. | 0.26% | Reduce -0.7% | 34,409 | $2.6M |
| Aurelius Family Office LLC | 1.15% | Reduce -2.6% | 34,322 | $2.6M |
| Mattson Financial Services, LLC | 0.61% | Reduce -0.2% | 34,172 | $2.6M |
| Equita Financial Network, Inc. | 0.86% | Reduce -0.3% | 33,776 | $2.5M |
| Ariadne Wealth Management, LP | 1.13% | Add +16.4% | 32,632 | $2.5M |
| Stone Summit Wealth LLC | 0.71% | Reduce -2.8% | 33,423 | $2.5M |
| Trilogy Capital Inc. | 0.12% | Reduce -12.9% | 33,320 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -0.2% | 32,963 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +35.0% | 32,464 | $2.4M |
| Navigoe, LLC | 1.55% | Add +4.6% | 32,351 | $2.4M |
| Paladin Wealth, LLC | 1.76% | Add +10.7% | 32,318 | $2.4M |
| CAP Partners, LLC | 1.37% | Reduce -0.6% | 32,238 | $2.4M |
| Global Retirement Partners, LLC | 0.05% | Add +68.1% | 32,051 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.6% | 31,824 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +43.2% | 31,736 | $2.4M |
| Transcendent Capital Group LLC | 1.06% | Reduce -1.7% | 31,562 | $2.4M |
| Symmetry Partners, LLC | 0.25% | Reduce -5.2% | 30,876 | $2.3M |
| HMV Wealth Advisors, LLC | 1.28% | Reduce -5.9% | 30,870 | $2.3M |
| MAI Capital Management | 0.01% | Add +606.9% | 30,706 | $2.3M |
| Shore Point Advisors, LLC | 1.02% | Reduce -0.7% | 30,579 | $2.3M |
| Plum Street Advisors, LLC | 0.88% | Add +1.2% | 30,424 | $2.3M |
| Citadel Advisors | 0.00% | New | 30,324 | $2.3M |
| Perennial Investment Advisors, LLC | 0.19% | Add +20.8% | 30,289 | $2.3M |
| Sagace Wealth Management LLC | 1.51% | New | 29,469 | $2.2M |
| Holos Integrated Wealth LLC | 1.28% | Add +0.9% | 29,811 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +17.7% | 28,889 | $2.2M |
| Maia Wealth LLC | 0.36% | New | 27,436 | $2.1M |
| IFP Advisors, Inc | 0.06% | Add +6.7% | 28,309 | $2.1M |
| SOL Capital Management CO | 0.19% | Reduce -6.5% | 28,221 | $2.1M |
| Private Wealth Management Group, LLC | 0.58% | Reduce -6.2% | 28,007 | $2.1M |
| Keb Asset Management, LLC | 0.47% | Add +0.3% | 27,772 | $2.1M |
| Vertex Planning Partners, LLC | 0.40% | New | 27,712 | $2.1M |
| Sharkey, Howes & Javer | 0.27% | New | 27,675 | $2.1M |
| Seaside Wealth Management, Inc. | 0.61% | Add +1.5% | 27,572 | $2.1M |
| Betterment LLC | 0.00% | Add +7.0% | 27,468 | $2.1M |
| Prospect Financial Group LLC | 2.00% | Add +6.8% | 27,247 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +10.7% | 27,173 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.25% | Add +31.4% | 27,198 | $2.0M |
| Endeavor Private Wealth, Inc. | 0.63% | Add +18.4% | 26,940 | $2.0M |
| Centennial Wealth Advisory LLC | 0.56% | Add +48.4% | 26,705 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.25% | New | 26,389 | $2.0M |
| World Investment Advisors | 0.04% | Add +7.7% | 26,042 | $2.0M |
| Nwam LLC | 0.11% | Add +29.4% | 25,357 | $2.0M |
| Wealthgarden F.S. LLC | 1.37% | New | 24,871 | $1.9M |
| Outbound Financial Inc | 1.51% | Reduce -0.5% | 24,624 | $1.8M |
| Quarry Hill Advisors, LLC | 0.95% | Add +0.2% | 24,554 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +7.8% | 24,426 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.24% | Reduce -1.2% | 24,402 | $1.8M |
| Asset Dedication, LLC | 0.12% | Reduce -2.8% | 24,378 | $1.8M |
| Hobbs Wealth Management, LLC | 1.53% | New | 24,269 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +63.7% | 24,119 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.7% | 24,081 | $1.8M |
| Glenview Trust Co | 0.03% | Add +121.5% | 24,049 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.8% | 23,921 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -10.8% | 23,719 | $1.8M |
| Evensky & Katz LLC | 0.10% | No change | 23,698 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.34% | Reduce -5.0% | 23,606 | $1.8M |
| PKS Advisory Services, LLC | 0.41% | Reduce -5.0% | 23,512 | $1.8M |
| TFB Advisors LLC | 0.51% | Add +0.5% | 23,706 | $1.8M |
| Dogwood Wealth Management LLC | 0.78% | Reduce -2.6% | 22,698 | $1.7M |
| Clarity Capital Advisors, LLC | 0.93% | Add +2.5% | 22,624 | $1.7M |
| Slagle Financial, LLC | 0.62% | Reduce -13.2% | 22,521 | $1.7M |
| Advyzon Investment Management, LLC | 0.29% | Add +241.4% | 22,439 | $1.7M |
| FMB Wealth Management | 0.71% | Add +1.8% | 22,340 | $1.7M |
| BLVD Private Wealth, LLC | 1.43% | Add +2.4% | 22,145 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.7% | 22,116 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +38.3% | 22,059 | $1.7M |
| Signal Advisors Wealth, LLC | 0.15% | Add +10.2% | 21,774 | $1.6M |
| Wealth Management Partners, LLC | 0.51% | Reduce -1.8% | 21,230 | $1.6M |
| Rialto Wealth Management, LLC | 0.41% | Add +7.5% | 21,015 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Add +5.7% | 20,856 | $1.6M |
| L.K. Benson & Company, P.C. | 0.84% | Reduce -3.5% | 20,807 | $1.6M |
| Wealthstream Advisors, Inc. | 0.24% | Add +7.2% | 20,792 | $1.6M |
| Leading Edge Financial Planning LLC | 0.39% | Reduce -5.1% | 20,726 | $1.6M |
| Dunhill Financial, LLC | 0.52% | New | 20,672 | $1.6M |
| Aerodigm Wealth, LLC | 0.65% | No change | 20,467 | $1.6M |
| MB Generational Wealth, LLC | 0.97% | — | 20,396 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | New | 20,213 | $1.5M |
| Fortress Wealth Management, Inc. | 0.67% | Reduce -12.7% | 19,924 | $1.5M |
| Petros Family Wealth, LLC | 1.24% | Add +5.2% | 19,704 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.4% | 19,592 | $1.5M |
| Motco | 0.13% | Reduce -0.7% | 19,162 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.15% | New | 18,668 | $1.4M |
| Evoke Wealth, LLC | 0.03% | No change | 18,472 | $1.4M |
| Sage Rhino Capital LLC | 0.26% | No change | 18,064 | $1.4M |
| Eaton-Cambridge Inc. | 0.47% | Reduce -2.1% | 17,875 | $1.3M |
| Integrity Investment Advisors, LLC | 0.87% | Add +21.0% | 17,565 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +30.5% | 17,272 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | Add +105.5% | 17,265 | $1.3M |
| LRI Investments, LLC | 0.11% | No change | 17,186 | $1.3M |
| Strategy Asset Managers LLC | 0.23% | New | 17,147 | $1.3M |
| Gen-Wealth Partners Inc | 0.43% | New | 16,963 | $1.3M |
| Tradition Wealth Management, LLC | 0.09% | New | 16,952 | $1.3M |
| A4 Wealth Advisors LLC | 1.07% | — | 16,917 | $1.3M |
| Ieq Capital, LLC | 0.00% | No change | 16,726 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +17.9% | 16,699 | $1.3M |
| Ruedi Wealth Management, Inc. | 0.34% | No change | 16,373 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -5.8% | 16,228 | $1.2M |
| FineMark National Bank & Trust | 0.04% | New | 16,158 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Add +13.4% | 16,111 | $1.2M |
| RVW Wealth, LLC | 0.09% | Reduce -0.5% | 16,106 | $1.2M |
| Allodium Investment Consultants, LLC | 0.68% | Add +4.7% | 16,025 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +120.2% | 14,787 | $1.2M |
| Cetera Trust Company, N.A | 0.65% | No change | 15,357 | $1.2M |
| Centerpoint Advisory Group | 0.89% | Add +5.7% | 15,152 | $1.1M |
| Clarity Wealth Development LLC | 1.01% | Reduce -2.8% | 14,308 | $1.1M |
| Vannoy Advisory Group, Inc. | 0.72% | No change | 14,590 | $1.1M |
| Bayshore Asset Management, LLC | 0.47% | Reduce -7.0% | 14,503 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +45.0% | 14,502 | $1.1M |
| Fortis Group Advisors, LLC | 0.18% | Add +24.3% | 13,843 | $1.1M |
| DBK Financial Counsel, LLC | 0.90% | Add +15.2% | 14,248 | $1.1M |
| RAM Investment Partners, LLC | 0.20% | Reduce -2.4% | 14,246 | $1.1M |
| Diversify Wealth Management, LLC | 0.06% | Add +2.7% | 13,641 | $1.1M |
| Lam Group, Inc. | 0.65% | Reduce -5.6% | 13,975 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.59% | Add +9.5% | 13,966 | $1.0M |
| Vance Wealth, LLC | 0.32% | Reduce -3.2% | 13,955 | $1.0M |
| Earned Wealth Advisors, LLC | 0.17% | Add +11.9% | 13,613 | $1.0M |
| Hardin Capital Partners, LLC | 0.55% | Add +2.1% | 13,578 | $1.0M |
| Forum Financial Management, LP | 0.01% | Reduce -3.2% | 13,182 | $990K |
| Pacific Asset Management, LLC | 0.67% | Add +1.7% | 13,136 | $987K |
| Atlas Brown,Inc. | 0.29% | Add +223.9% | 13,051 | $980K |
| Verdence Capital Advisors LLC | 0.06% | Add +4.7% | 12,538 | $978K |
| Sovran Advisors, LLC | 0.09% | Add +19.3% | 12,499 | $970K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Reduce -1.6% | 12,893 | $968K |
| Telos Capital Management, Inc. | 0.09% | Add +1.7% | 12,815 | $963K |
| Greenspring Advisors, LLC | 0.17% | — | 12,786 | $960K |
| Renaissance Technologies | 0.00% | Reduce -64.3% | 12,500 | $939K |
| BCR Wealth Strategies, LLC | 0.32% | Reduce -10.2% | 12,084 | $907K |
| Theory Financial LLC | 0.32% | New | 11,656 | $898K |
| BAM Wealth Management, LLC | 0.68% | — | 11,702 | $879K |
| Seed Wealth Management, Inc. | 0.60% | No change | 11,580 | $870K |
| Ifrah Financial Services, Inc. | 0.22% | Add +40.7% | 11,463 | $861K |
| PCG Wealth Advisors, LLC | 0.25% | New | 11,451 | $860K |
| Convergence Financial, LLC | 0.13% | Reduce -43.4% | 11,409 | $857K |
| Creative Capital Management Investments LLC | 0.27% | Reduce -4.5% | 11,322 | $850K |
| ARK & TLK Investments, LLC | 0.27% | Add +0.1% | 11,138 | $837K |
| BOK Financial Private Wealth, Inc. | 0.05% | New | 11,086 | $833K |
| F&V Capital Management, LLC | 0.18% | No change | 10,950 | $822K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +17.2% | 10,726 | $806K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +15.6% | 10,326 | $776K |
| Dentgroup LLC | 0.50% | Reduce -1.1% | 10,314 | $775K |
| National Bank of Canada | 0.00% | New | 10,300 | $774K |
| Bush Investment Group, LLC | 0.46% | New | 10,267 | $771K |
| Atlas Wealth LLC | 0.33% | No change | 10,192 | $766K |
| Citizens & Northern Corp. | 0.19% | Add +68.4% | 10,143 | $762K |
| Friday Financial | 0.32% | Add +11.4% | 10,097 | $758K |
| Sensible Money, LLC | 0.26% | Reduce -0.1% | 10,055 | $755K |
| Balboa Wealth Partners | 0.13% | New | 10,052 | $755K |
| North Ridge Wealth Advisors, Inc. | 0.43% | Add +3.6% | 9,988 | $750K |
| Dixon Fnancial Services, Inc. | 0.34% | No change | 9,908 | $744K |
| Orion Capital Management LLC | 0.25% | Reduce -0.7% | 9,643 | $724K |
| Krilogy Financial LLC | 0.03% | New | 9,321 | $721K |
| Callan Family Office, LLC | 0.02% | Reduce -4.2% | 9,585 | $720K |
| Sunpointe, LLC | 0.25% | No change | 9,306 | $699K |
| Hoxton Planning & Management, LLC | 0.22% | No change | 9,225 | $693K |
| South Plains Financial, Inc. | 0.42% | Add +720.8% | 9,012 | $677K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +20.2% | 8,945 | $672K |
| Morris Financial Concepts, Inc. | 0.24% | Reduce -0.8% | 8,940 | $671K |
| Kuhn & Co Investment Counsel | 0.53% | Add +7.0% | 8,894 | $668K |
| Haverford Financial Services, Inc. | 0.19% | No change | 8,855 | $665K |
| Tyche Wealth Partners LLC | 0.12% | New | 8,844 | $664K |
| Independence Bank of Kentucky | 0.08% | New | 8,745 | $657K |
| Firethorn Wealth Partners, LLC | 0.25% | New | 8,464 | $636K |
| Tempus Wealth Planning, LLC | 0.15% | New | 8,423 | $633K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 8,285 | $622K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 8,284 | $622K |
| CogentBlue Wealth Advisors, LLC | 0.42% | No change | 8,160 | $613K |
| Ameritas Advisory Services, LLC | 0.04% | Add +90.5% | 8,055 | $605K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.1% | 7,965 | $598K |
| Cloud Capital Management, LLC | 0.31% | Add +5.2% | 7,939 | $596K |
| IFG Advisory, LLC | 0.03% | Add +62.9% | 7,933 | $596K |
| Lantern Wealth Advisors, LLC | 0.30% | New | 7,669 | $576K |
| James Investment Research, Inc. | 0.06% | Add +17.1% | 7,656 | $575K |
| Raffa Wealth Management, LLC | 0.10% | No change | 7,589 | $570K |
| Parkwoods Wealth Partners, LLC | 0.19% | New | 7,534 | $566K |
| Mutual Advisors, LLC | 0.01% | Add +26.7% | 7,375 | $566K |
| Flagstar Securities, Inc. | 0.17% | Reduce -21.3% | 7,532 | $566K |
| Cambridge Financial Group, LLC | 0.18% | Reduce -1.1% | 7,487 | $562K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.1% | 7,460 | $560K |
| Ridgeline Wealth, LLC | 0.41% | Add +1.1% | 7,420 | $557K |
| Caprock Group, LLC | 0.01% | — | 7,706 | $548K |
| Abacus Planning Group, Inc. | 0.07% | No change | 7,193 | $540K |
| Dover Advisors, LLC | 0.21% | Add +8.4% | 7,084 | $532K |
| XY Planning Network, Inc. | 0.18% | No change | 7,745 | $531K |
| Principal Securities, Inc. | 0.01% | Add +5598.4% | 6,895 | $518K |
| Evanson Asset Management, LLC | 0.03% | Add +25.1% | 6,808 | $511K |
| Bannerman Wealth Management Group, LLC | 0.38% | Reduce -8.9% | 6,787 | $510K |
| Investmark Advisory Group LLC | 0.21% | Add +2.0% | 6,591 | $495K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.2% | 6,516 | $489K |
| Creative Financial Designs Inc. | 0.03% | Add +0.1% | 6,504 | $489K |
| Fort Point Capital Partners LLC | 0.06% | No change | 6,471 | $486K |
| Vanguard Group Inc. | 0.00% | Reduce -22.8% | 6,409 | $481K |
| Merkkuri Wealth Advisors LLC | 0.35% | New | 6,361 | $478K |
| UMB Bank, n.a. | 0.01% | No change | 6,330 | $475K |
| Lauterbach Financial Advisors, LLC | 0.24% | Add +8.8% | 6,278 | $472K |
| Austin Asset Management Co Inc | 0.09% | Reduce -6.6% | 6,246 | $469K |
| Toth Financial Advisory Corp. | 0.05% | New | 6,231 | $468K |
| USAdvisors Wealth Management, LLC | 0.16% | No change | 6,234 | $468K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +7.4% | 6,189 | $465K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 6,185 | $465K |
| Compass Ion Advisors, LLC | 0.04% | Add +20.4% | 6,148 | $462K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +70.0% | 6,070 | $456K |
| Foster Group, Inc. | 0.01% | Reduce -0.1% | 6,052 | $455K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,992 | $450K |
| WealthTrak Capital Management LLC | 0.36% | New | 5,850 | $439K |
| Squire Investment Management Company, LLC | 0.14% | Reduce -2.3% | 5,838 | $438K |
| Captrust Financial Advisors | 0.00% | Reduce -8.3% | 5,669 | $426K |
| Sutton Place Investors LLC | 0.24% | New | 5,624 | $422K |
| Riverchase Wealth Management, LLC | 0.24% | No change | 5,599 | $421K |
| Decker Retirement Planning Inc. | 0.23% | Add +15.0% | 5,576 | $419K |
| Independent Financial Group, LLC | 0.01% | Add +38.8% | 5,562 | $418K |
| Brown Financial Advisory | 0.22% | No change | 5,559 | $418K |
| PFG Private Wealth Management, LLC | 0.18% | New | 5,505 | $413K |
| Integrity Wealth Solutions LLC | 0.18% | New | 5,505 | $413K |
| Elyxium Wealth, LLC | 0.14% | New | 5,460 | $410K |
| Verus Capital Partners, LLC | 0.03% | New | 5,408 | $406K |
| Family Investment Center, Inc. | 0.08% | Reduce -1.4% | 5,388 | $405K |
| Aprio Wealth Management, LLC | 0.04% | No change | 5,312 | $399K |
| GC Wealth Management RIA, LLC | 0.01% | New | 5,302 | $398K |
| Consolidated Portfolio Review Corp | 0.05% | Add +3.5% | 5,279 | $397K |
| Fortress Financial Solutions, LLC | 0.42% | Add +2.6% | 5,145 | $386K |
| Beacon Financial Advisory LLC | 0.09% | New | 5,105 | $383K |
| Santori & Peters, Inc. | 0.13% | New | 4,952 | $372K |
| Parsons Capital Management Inc. | 0.02% | New | 4,772 | $358K |
| Fullcircle Wealth LLC | 0.12% | New | 4,631 | $355K |
| Milestone Asset Management Group, LLC | 0.22% | Reduce -1.2% | 4,686 | $352K |
| Kaufman Rossin Wealth, LLC | 0.19% | Reduce -10.1% | 4,634 | $348K |
| Accurate Wealth Management, LLC | 0.05% | New | 4,668 | $348K |
| Edge Financial Advisors LLC | 0.15% | Reduce -6.4% | 4,501 | $338K |
| Saxony Capital Management, LLC | 0.22% | New | 4,500 | $338K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +32.6% | 4,470 | $336K |
| FFG Retirement Advisors LLC | 0.20% | New | 4,398 | $330K |
| US Bancorp \de | 0.00% | Add +53.1% | 4,383 | $329K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +142.2% | 4,362 | $328K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -44.8% | 4,195 | $315K |
| Vicus Capital | 0.02% | Add +0.8% | 4,188 | $315K |
| M&T Bank Corp | 0.00% | No change | 4,183 | $314K |
| Stewardship Advisors, LLC | 0.07% | Add +1.7% | 4,172 | $313K |
| RDA Financial Network | 0.08% | New | 4,162 | $313K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -1.4% | 4,140 | $311K |
| Brown Advisory Inc. | 0.00% | Reduce -89.8% | 4,131 | $310K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | New | 4,123 | $310K |
| SouthState Bank Corp | 0.01% | Reduce -69.0% | 4,114 | $309K |
| Aspiriant, LLC | 0.01% | No change | 4,083 | $307K |
| MBE Wealth Management, LLC | 0.13% | Add +12.9% | 4,019 | $302K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -2.3% | 3,887 | $292K |
| Cornerstone Capital, Inc. | 0.03% | No change | 3,815 | $287K |
| SCS Capital Management LLC | 0.00% | No change | 3,766 | $283K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -3.0% | 3,757 | $282K |
| Jacobi Capital Management LLC | 0.02% | Reduce -1.4% | 3,742 | $281K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,738 | $281K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,725 | $280K |
| Able Wealth Management LLC | 0.11% | Reduce -23.0% | 3,724 | $280K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 3,697 | $278K |
| Northern Trust Corp. | 0.00% | New | 3,622 | $272K |
| Envision Financial LLC | 0.16% | Reduce -8.8% | 3,610 | $271K |
| Avion Wealth | 0.06% | No change | 3,610 | $271K |
| Emprise Bank | 0.12% | No change | 3,574 | $268K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | New | 3,552 | $267K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,540 | $266K |
| TFO Wealth Partners, LLC | 0.04% | New | 3,464 | $260K |
| Copley Financial Group, Inc. | 0.18% | Reduce -1.8% | 3,440 | $258K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | New | 3,447 | $258K |
| Nemes Rush Group LLC | 0.03% | Reduce -2.0% | 3,429 | $258K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 3,382 | $254K |
| Cahill Financial Advisors Inc. | 0.03% | New | 3,373 | $253K |
| Zhang Financial LLC | 0.01% | No change | 3,366 | $253K |
| Smartleaf Asset Management LLC | 0.02% | Add +139.1% | 3,373 | $252K |
| Northwest Capital Management Inc | 0.26% | Reduce -6.6% | 3,294 | $247K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,228 | $242K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,215 | $241K |
| Porter White Investment Advisors, Inc. | 0.10% | No change | 3,186 | $239K |
| Magnus Financial Group LLC | 0.02% | New | 3,137 | $236K |
| Community Bank, N.A. | 0.03% | Reduce -8.6% | 3,101 | $233K |
| Mgo One Seven LLC | 0.01% | New | 3,078 | $231K |
| Triad Wealth Partners, LLC | 0.03% | New | 3,041 | $228K |
| Commerce Bank | 0.00% | New | 3,029 | $228K |
| First Trust Advisors LP | 0.00% | New | 3,008 | $226K |
| Kickstand Ventures, Llc. | 0.05% | New | 2,983 | $224K |
| Aspen Capital Management, LLC | 0.06% | New | 2,910 | $219K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 2,887 | $216K |
| High Net Worth Advisory Group LLC | 0.05% | New | 2,838 | $213K |
| NewSquare Capital LLC | 0.01% | No change | 2,799 | $210K |
| Claris Advisors, LLC / Mo / | 0.07% | No change | 3,035 | $208K |
| Lutz Financial Services LLC | 0.01% | New | 2,749 | $206K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,610 | $196K |
| Silver Oak Securities, Incorporated | 0.01% | New | 2,596 | $195K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,400 | $180K |
| Montag A & Associates Inc. | 0.01% | New | 2,337 | $176K |
| Kennebec Savings Bank | 0.16% | Reduce -5.6% | 2,276 | $171K |
| Private Trust Co. NA | 0.01% | No change | 2,265 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +38.7% | 2,122 | $159K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 1,919 | $144K |
| Tidemark, LLC | 0.04% | Reduce -23.3% | 1,882 | $141K |
| Clarity Asset Management, Inc. | 0.07% | Add +31.7% | 1,650 | $124K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,523 | $116K |
| North Capital, Inc. | 0.08% | Add +0.1% | 1,348 | $101K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $100K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,266 | $95K |
| CIBC Private Wealth Group LLC | 0.00% | Add +209.4% | 1,216 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,200 | $91K |
| Running Point Capital Advisors, LLC | 0.02% | New | 1,197 | $90K |
| Valley National Advisers Inc. | 0.01% | No change | 1,093 | $82K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,050 | $79K |
| LGT Financial Advisors LLC | 0.17% | New | 1,040 | $78K |
| Operose Advisors LLC | 0.02% | Add +553.5% | 1,013 | $76K |
| CVA Family Office, LLC | 0.01% | Add +4.7% | 884 | $66K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +180.1% | 860 | $65K |
| Manning & Napier Advisors LLC | 0.00% | New | 833 | $63K |
| CX Institutional | 0.00% | New | 810 | $61K |
| TruNorth Capital Management, LLC | 0.01% | No change | 800 | $60K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $60K |
| Blue Trust, Inc. | 0.00% | Add +306.3% | 780 | $59K |
| Webster Bank, N. A. | 0.01% | No change | 764 | $57K |
| Mather Group, Llc. | 0.00% | New | 760 | $57K |
| Spire Wealth Management | 0.00% | Add +324.9% | 752 | $56K |
| Parkside Financial Bank & Trust | 0.00% | No change | 698 | $52K |
| Tripletail Wealth Management, LLC | 0.06% | New | 637 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.0% | 542 | $41K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 533 | $40K |
| CNB Bank | 0.01% | No change | 477 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.9% | 473 | $36K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 435 | $33K |
| GAMMA Investing LLC | 0.00% | Add +166.0% | 399 | $30K |
| American Capital Advisory, LLC | 0.01% | New | 397 | $30K |
| TD Capital Management LLC | 0.00% | No change | 388 | $29K |
| FAS Wealth Partners, Inc. | 0.00% | Add +29.1% | 377 | $28K |
| Hantz Financial Services, Inc. | 0.00% | No change | 370 | $28K |
| Bfsg, LLC | 0.00% | No change | 369 | $28K |
| Bank of New Hampshire | 0.01% | No change | 348 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.3% | 330 | $25K |
| Tsfg, LLC | 0.00% | No change | 307 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 304 | $23K |
| HM Payson & Co. | 0.00% | New | 284 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 260 | $20K |
| Binnacle Investments Inc | 0.01% | New | 233 | $18K |
| Evolution Wealth Management Inc. | 0.02% | No change | 227 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $17K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 214 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 213 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | Add +94.2% | 200 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 196 | $15K |
| First Community Trust NA | 0.01% | No change | 187 | $14K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -19.9% | 137 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 170 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 165 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | Add +68.2% | 148 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -23.2% | 149 | $11K |
| GGM Financial LLC | 0.01% | New | 148 | $11K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | New | 139 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 126 | $9K |
| S&T Bank | 0.00% | No change | 97 | $7K |
| BankPlus Trust Department | 0.00% | New | 86 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -23.0% | 77 | $6K |
| Hughes Financial Services, LLC | 0.00% | New | 59 | $5K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +5.5% | 58 | $4K |
| Citigroup Inc. | 0.00% | Add +1833.3% | 58 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 46 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 44 | $3K |
| True Wealth Design, LLC | 0.00% | New | 40 | $3K |
| Glassman Wealth Services | 0.00% | Reduce -70.0% | 36 | $3K |
| Kozak & Associates, Inc. | 0.00% | New | 35 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -92.5% | 25 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -99.4% | 15 | $1K |
| Oakworth Capital, Inc. | 0.00% | New | 12 | $901 |
| Addison Advisors LLC | 0.00% | No change | 10 | $740 |
| Westfuller Advisors, LLC | 0.00% | New | 8 | $601 |
| Key Financial Inc | 0.00% | No change | 6 | $455 |
| SBI Securities Co., Ltd. | 0.00% | New | 5 | $376 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2 | $164 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.