Avantis Emerging Markets EqAVEMETF
13F holders, Q4 2025 (December 31)800holders +129
96new positions
29sold out
6famous investors
$74.47avg. 13F price*
At the end of Q4 2025, 800 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 129 from Q3 2025. 96 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($1.5B), Savant Capital, LLC ($1.4B) and Envestnet Asset Management Inc. ($1.2B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $286.6M |
| Exits | 29 | $35.9M |
All 13F filers, Q3 2025 → Q4 2025: 30,307,485 shares bought and 1,619,511 shares sold, net +28,687,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 800 holders
| Bank of America Corp. | 0.11% | Add +7.4% | 19,768,388 | $1.5B |
| Savant Capital, LLC | 8.08% | Add +0.3% | 18,444,319 | $1.4B |
| Envestnet Asset Management Inc. | 0.36% | Add +49.4% | 15,611,896 | $1.2B |
| Mercer Global Advisors Inc. | 1.13% | Add +4.5% | 9,627,411 | $741.5M |
| Wells Fargo & Company | 0.09% | Add +17.3% | 5,675,729 | $437.1M |
| Morgan Stanley | 0.03% | Add +12.6% | 5,659,671 | $435.9M |
| LPL Financial LLC | 0.08% | Add +39.6% | 3,740,586 | $288.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +29.5% | 3,628,408 | $279.5M |
| Jones Financial Companies LLLP | 0.14% | Add +52.3% | 3,046,853 | $234.7M |
| Cerity Partners LLC | 0.33% | Add +7.4% | 2,886,258 | $223.3M |
| Ameriprise Financial Inc. | 0.05% | Add +26.9% | 2,872,037 | $221.0M |
| American Century Companies Inc. | 0.10% | Add +16.3% | 2,641,484 | $203.4M |
| Vantagepoint Investment Advisers LLC | 1.45% | Add +3.5% | 2,345,197 | $180.6M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.7% | 2,247,030 | $173.1M |
| OneDigital Investment Advisors LLC | 1.70% | Add +731.8% | 2,245,195 | $172.9M |
| PNC Financial Services Group, Inc. | 0.09% | Add +10.4% | 2,198,370 | $169.3M |
| Annex Advisory Services, LLC | 3.10% | Reduce -3.7% | 2,106,433 | $162.2M |
| Haverford Trust Co | 1.43% | Reduce -0.2% | 2,076,091 | $159.9M |
| MML Investors Services, LLC | 0.37% | Add +9.5% | 1,972,171 | $151.9M |
| Osaic Holdings, Inc. | 0.20% | Add +4.6% | 1,765,839 | $136.0M |
| Focus Partners Wealth | 0.15% | Reduce -0.1% | 1,738,339 | $133.9M |
| Cetera Investment Advisers | 0.14% | Add +53.7% | 1,648,590 | $127.0M |
| Bank of Montreal | 0.05% | Add +2.2% | 1,601,784 | $123.4M |
| Kestra Investment Management, LLC | 2.78% | Add +3618.9% | 1,475,543 | $113.6M |
| Bokf, NA | 1.70% | Add +67.9% | 1,446,151 | $111.4M |
| Pure Financial Advisors, LLC | 1.53% | Reduce -2.3% | 1,326,250 | $102.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.9% | 1,307,298 | $100.7M |
| Raymond James Financial Inc. | 0.03% | Add +58.5% | 1,277,846 | $98.4M |
| Neuberger Berman Group LLC | 0.07% | Add +16.1% | 1,272,928 | $98.0M |
| Avantax Planning Partners, Inc. | 2.39% | Add +5.5% | 1,108,899 | $85.4M |
| Gradient Investments LLC | 1.35% | Add +3.2% | 1,105,369 | $85.1M |
| Oak Root LLC | 10.01% | Reduce -7.9% | 1,075,466 | $82.8M |
| HB Wealth Management, LLC | 0.52% | Add +0.6% | 1,042,342 | $80.3M |
| Corient Private Wealth LP | 0.11% | Add +36.1% | 1,030,928 | $79.4M |
| UBS Group AG | 0.02% | Add +7.0% | 1,017,791 | $78.4M |
| Creative Planning | 0.05% | Reduce -2.9% | 974,297 | $75.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +15.5% | 955,260 | $73.6M |
| Modern Wealth Management, LLC | 1.24% | Add +28.4% | 883,392 | $68.0M |
| Cresset Asset Management, LLC | 0.29% | Add +3.3% | 876,285 | $67.5M |
| Great Valley Advisor Group, Inc. | 1.28% | Add +6.9% | 865,913 | $66.7M |
| Summit Financial Strategies, Inc. | 5.42% | Reduce -0.4% | 856,409 | $66.0M |
| Apella Capital, LLC | 1.30% | Add +10.8% | 854,577 | $65.8M |
| Nicolet Advisory Services, LLC | 4.12% | Add +54.5% | 754,863 | $61.1M |
| Harbour Investments, Inc. | 1.21% | Add +26.6% | 773,518 | $59.6M |
| Midwest Trust Co | 0.74% | Add +3.2% | 773,460 | $59.6M |
| Jane Street Group, LLC | 0.06% | Add +359.7% | 700,000 | $53.9M |
| Atwood & Palmer Inc. | 2.91% | Add +2.3% | 664,423 | $51.2M |
| Greenup Street Wealth Management LLC | 7.14% | Add +7.3% | 641,539 | $49.4M |
| FMR LLC | 0.00% | Add +219.6% | 638,924 | $49.2M |
| Fifth Third Bancorp | 0.16% | Add +20.1% | 635,746 | $49.0M |
| Fragasso Financial Advisors Inc | 2.96% | Add +1.9% | 635,341 | $48.9M |
| CreativeOne Wealth, LLC | 1.15% | Add +32.3% | 614,517 | $47.3M |
| Cwm, LLC | 0.13% | Add +10.6% | 601,178 | $46.3M |
| Farther Finance Advisors, LLC | 0.49% | Add +30.0% | 595,948 | $45.9M |
| Beaird Harris Wealth Management, LLC | 3.09% | Reduce -1.1% | 582,617 | $44.9M |
| Park Avenue Securities LLC | 0.37% | Add +10.6% | 572,169 | $44.1M |
| Waddell & Associates, LLC | 2.88% | Add +0.2% | 554,945 | $42.7M |
| Diversified Portfolios, Inc. | 3.52% | Add +9.3% | 549,538 | $42.3M |
| Foster & Motley Inc. | 2.19% | Reduce -1.0% | 533,244 | $41.1M |
| Rockwood Wealth Management, LLC | 3.05% | Add +0.1% | 530,658 | $40.9M |
| Mission Wealth Management, LP | 0.83% | Reduce -1.9% | 529,756 | $40.8M |
| Tarbox Family Office, Inc. | 6.49% | Add +0.7% | 523,415 | $40.3M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +4.8% | 508,408 | $39.2M |
| Apollon Wealth Management, LLC | 0.66% | Reduce -0.3% | 497,469 | $38.3M |
| Private Advisor Group, LLC | 0.18% | Add +19.0% | 493,261 | $38.0M |
| McLean Asset Management Corp | 6.75% | Add +34.0% | 465,220 | $37.7M |
| IHT Wealth Management, LLC | 0.91% | Add +25.7% | 483,815 | $37.3M |
| HighPoint Advisor Group LLC | 0.81% | New | 476,467 | $36.7M |
| Financial Plan, Inc. | 4.18% | — | 473,111 | $36.4M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +6.7% | 464,397 | $35.8M |
| Royal Bank of Canada | 0.01% | Add +40.1% | 461,897 | $35.6M |
| Focus Partners Advisor Solutions, LLC | 0.43% | Add +75.9% | 460,255 | $35.4M |
| Truepoint, Inc. | 0.79% | Reduce -2.2% | 458,041 | $35.3M |
| Morton Brown Family Wealth, LLC | 9.53% | Reduce -1.1% | 454,605 | $35.0M |
| Arlington Financial Advisors, LLC | 4.80% | Reduce -0.5% | 435,321 | $33.5M |
| Bogart Wealth, LLC | 1.34% | New | 433,802 | $33.4M |
| Truist Financial Corp. | 0.04% | Add +55.6% | 426,874 | $32.9M |
| Ritter Daniher Financial Advisory LLC / DE | 5.28% | Reduce -2.6% | 408,482 | $31.5M |
| Amplius Wealth Advisors, LLC | 2.63% | Add +1.5% | 407,425 | $31.4M |
| West Paces Advisors Inc. | 6.04% | Add +0.6% | 405,298 | $31.2M |
| Versant Capital Management, Inc | 3.77% | Reduce -0.3% | 390,320 | $30.1M |
| Compound Planning, Inc. | 0.84% | Add +44.2% | 369,300 | $28.4M |
| Quantum Financial Advisors, LLC | 3.11% | Add +5.9% | 359,031 | $27.7M |
| Cannon Financial Strategists, Inc. | 3.69% | Reduce -1.5% | 344,629 | $26.5M |
| SC&H Financial Advisors, Inc. | 3.78% | Add +1.0% | 317,635 | $24.5M |
| JRM Investment Counsel, LLC | 7.11% | Add +1.6% | 316,761 | $24.4M |
| Correct Capital Wealth Management | 4.59% | Add +8.8% | 316,759 | $24.4M |
| Pasadena Private Wealth, LLC | 3.33% | Add +0.8% | 315,161 | $24.3M |
| ACT Advisors, LLC. | 9.34% | Add +3.5% | 307,508 | $23.7M |
| Austin Private Wealth, LLC | 1.74% | Add +98.0% | 300,787 | $23.2M |
| High Probability Advisors, LLC | 3.00% | Reduce -0.4% | 291,839 | $22.5M |
| Citadel Advisors | 0.01% | Add +831.0% | 282,322 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.7% | 269,271 | $21.6M |
| Mariner, LLC | 0.03% | Add +0.2% | 279,273 | $21.5M |
| VeraBank, N.A. | 3.77% | Add +4.0% | 269,353 | $20.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.05% | Add +99.8% | 257,557 | $20.6M |
| CGN Advisors LLC | 1.60% | Add +2.1% | 261,668 | $20.2M |
| MassMutual Private Wealth & Trust, FSB | 0.51% | Reduce -1.1% | 258,307 | $19.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +119.3% | 254,911 | $19.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +122.8% | 254,261 | $19.6M |
| WJ Interests, LLC | 8.31% | Reduce -7.4% | 250,803 | $19.3M |
| WCG Wealth Advisors LLC | 0.54% | Add +116.0% | 250,258 | $19.3M |
| Simplicity Wealth,LLC | 1.14% | Add +12.9% | 248,675 | $19.2M |
| Marietta Wealth Management, LLC | 2.18% | New | 244,424 | $18.8M |
| TCI Wealth Advisors, Inc. | 1.03% | Reduce -3.0% | 243,128 | $18.7M |
| Concord Wealth Partners | 2.43% | Add +6.1% | 242,611 | $18.7M |
| HUB Investment Partners, LLC | 0.51% | New | 241,766 | $18.6M |
| Alpha Financial Advisors, LLC | 5.60% | New | 237,635 | $18.3M |
| Arax Advisory Partners | 0.53% | New | 234,975 | $18.1M |
| Robertson Stephens Wealth Management, LLC | 0.51% | New | 234,831 | $18.1M |
| Armstrong, Fleming & Moore, Inc | 8.32% | Add +16.0% | 233,841 | $18.0M |
| Nicolet Bankshares Inc. | 2.84% | Add +14.2% | 230,389 | $17.7M |
| WealthPlan Investment Management, LLC | 1.13% | Add +2.9% | 229,978 | $17.7M |
| Concord Asset Management, LLC | 3.05% | Add +4.8% | 228,930 | $17.6M |
| Fonville Wealth Management LLC | 3.56% | Add +10.0% | 226,385 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +104.4% | 225,066 | $17.4M |
| Caliber Wealth Management, LLC / KS | 1.85% | Add +4.5% | 222,649 | $17.1M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -1.1% | 218,004 | $16.8M |
| GW Henssler & Associates Ltd. | 0.80% | New | 215,351 | $16.6M |
| Allen Capital Group, LLC | 1.51% | Add +3.8% | 212,558 | $16.4M |
| REAP Financial Group, LLC | 3.29% | Add +5.7% | 210,538 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Add +19.4% | 210,389 | $16.2M |
| BSW Wealth Partners | 1.93% | Reduce -4.1% | 208,668 | $16.1M |
| NewEdge Advisors, LLC | 0.06% | Add +6.7% | 204,723 | $15.8M |
| Larson Financial Group LLC | 0.53% | Reduce -11.8% | 204,163 | $15.7M |
| Berger Financial Group, Inc | 0.91% | Add +0.9% | 202,772 | $15.6M |
| Walkner Condon Financial Advisors LLC | 2.13% | Add +34.3% | 198,732 | $15.3M |
| Plancorp, LLC | 0.46% | Reduce -0.1% | 198,718 | $15.3M |
| Destiny Wealth Partners, LLC | 1.75% | Reduce -0.3% | 183,631 | $15.3M |
| Websterrogers Financial Advisors, LLC | 4.43% | Reduce -2.5% | 197,950 | $15.2M |
| Venturi Wealth Management, LLC | 0.67% | Reduce -31.4% | 195,917 | $15.1M |
| Mfa Wealth Advisors, LLC | 3.14% | Add +3.9% | 192,951 | $14.9M |
| Summit Financial, LLC | 0.22% | Add +7.8% | 192,458 | $14.8M |
| Opus Capital Group, LLC | 1.60% | Add +1.2% | 191,940 | $14.8M |
| Burton Enright Welch | 2.08% | Reduce -2.6% | 191,892 | $14.8M |
| Libra Wealth LLC | 4.10% | Add +12.5% | 190,269 | $14.7M |
| Aire Advisors, LLC | 2.62% | Add +1.8% | 185,719 | $14.3M |
| Modera Wealth Management, LLC | 0.16% | Reduce -0.1% | 178,282 | $13.7M |
| Valued Wealth Advisors LLC | 5.97% | Add +1.7% | 176,373 | $13.6M |
| Old Mission Capital LLC | 0.51% | Reduce -44.2% | 172,791 | $13.3M |
| Kavar Capital Partners Group, LLC | 1.83% | Add +3.0% | 172,537 | $13.3M |
| ShoreHaven Wealth Partners, LLC | 4.68% | Add +28.2% | 169,224 | $13.0M |
| Team Hewins, LLC | 4.17% | Reduce -0.2% | 167,923 | $12.9M |
| Hill Investment Group Partners, LLC | 1.53% | Reduce -0.2% | 167,175 | $12.9M |
| ERn Financial, LLC | 2.42% | Add +2.2% | 167,024 | $12.9M |
| B&D White Capital Company, LLC | 1.47% | Add +54.7% | 164,627 | $12.7M |
| Fort Vancouver Investment Management, LLC | 6.70% | Reduce -1.2% | 162,886 | $12.5M |
| Grand Wealth Management, LLC | 5.67% | Add +5.1% | 162,479 | $12.5M |
| SJS Investment Consulting Inc. | 1.58% | Add +8.6% | 162,076 | $12.5M |
| Susquehanna International Group, LLP | 0.02% | Add +134.3% | 161,480 | $12.4M |
| Cardiff Park Advisors, LLC | 1.00% | Reduce -1.0% | 157,604 | $12.1M |
| Waverly Advisors, LLC | 0.10% | Reduce -12.1% | 157,139 | $12.1M |
| Exchange Traded Concepts, LLC | 0.10% | Add +2.2% | 154,529 | $11.9M |
| Define Financial, LLC | 6.52% | Add +0.6% | 149,306 | $11.5M |
| Three Arch Wealth Management LLC | 2.14% | — | 148,412 | $11.4M |
| Ullmann Wealth Partners Group, LLC | 1.16% | Add +672.0% | 144,120 | $11.2M |
| Torren Management, LLC | 5.67% | — | 144,098 | $11.1M |
| Indivisible Partners | 1.20% | — | 143,809 | $11.1M |
| Retirement Financial Solutions, LLC | 3.23% | New | 143,070 | $11.0M |
| Assetmark, Inc. | 0.02% | Add +35.3% | 142,523 | $11.0M |
| Higgins & Schmidt Wealth Strategies LLC | 5.19% | Add +6.6% | 142,203 | $11.0M |
| Prosperity Planning, Inc. | 3.94% | Reduce -0.1% | 137,998 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 137,822 | $10.6M |
| Choice Wealth Advisors LLC | 4.16% | Add +2.4% | 136,779 | $10.5M |
| Northwest Wealth Management, LLC | 1.65% | Reduce -6.5% | 135,744 | $10.5M |
| Shotwell Rutter Baer Inc | 6.16% | Add +1.2% | 128,995 | $10.3M |
| Signet Financial Management, LLC | 1.13% | Add +3.5% | 131,786 | $10.2M |
| Mason & Associates Inc | 1.91% | Reduce -4.8% | 131,746 | $10.1M |
| Richmond Investment Services, LLC | 1.75% | Add +4.9% | 131,711 | $10.1M |
| Allworth Financial LP | 0.04% | Add +152.8% | 131,680 | $10.1M |
| Freedom Financial Partners LLC | 3.61% | Add +4.3% | 128,924 | $9.9M |
| &partners | 0.05% | Add +0.3% | 129,029 | $9.9M |
| Certified Advisory Corp | 0.87% | Add +6.7% | 124,530 | $9.6M |
| Horst & Graben Wealth Management LLC | 1.43% | Add +90.1% | 123,350 | $9.5M |
| Invariant Investment Management | 6.05% | — | 118,209 | $9.5M |
| Passive Capital Management, LLC. | 2.94% | Add +0.9% | 121,950 | $9.4M |
| Oak Wealth Advisors LLC | 5.38% | Reduce -4.0% | 121,615 | $9.4M |
| Pacific Life Fund Advisors LLC | 0.96% | Add +188.4% | 120,920 | $9.3M |
| Tortoise Investment Management, LLC | 0.81% | Reduce -1.3% | 120,434 | $9.3M |
| Buck Wealth Strategies, LLC | 1.17% | Reduce -19.9% | 119,726 | $9.2M |
| ABLE Financial Group, LLC | 1.87% | Add +8.2% | 119,242 | $9.2M |
| Great Diamond Partners, LLC | 1.73% | New | 116,438 | $9.0M |
| Nottingham Advisors, Inc. | 1.24% | Reduce -3.5% | 115,383 | $8.9M |
| Activest Wealth Management | 1.64% | Add +1.8% | 113,939 | $8.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -22.7% | 113,512 | $8.7M |
| WMG Financial Advisors, LLC | 3.47% | Add +0.6% | 109,465 | $8.4M |
| Systelligence, LLC | 1.60% | New | 108,904 | $8.4M |
| BetterWealth, LLC | 1.91% | Add +3.0% | 108,672 | $8.4M |
| Disciplina Capital Management LLC | 0.94% | Add +0.4% | 107,119 | $8.3M |
| Collective Family Office LLC | 1.87% | Reduce -4.1% | 105,665 | $8.1M |
| Stonebrook Private Inc. | 1.70% | New | 105,330 | $8.1M |
| One Wealth Advisors, LLC | 0.97% | Add +98.0% | 103,468 | $8.0M |
| Elevation Wealth Partners, LLC | 2.81% | Add +4.9% | 103,201 | $7.9M |
| Echo Wealth Management, LLC | 4.60% | Add +31.1% | 102,188 | $7.9M |
| Highland Financial Advisors, LLC | 2.17% | Reduce -0.2% | 101,419 | $7.8M |
| Silver Oak Wealth Advisors Services, LLC | 5.03% | Reduce -2.3% | 101,306 | $7.8M |
| Evelyn Partners Asset Management Ltd | 1.82% | Add +46973.8% | 100,738 | $7.8M |
| Integrated Wealthcare, LLC | 6.44% | — | 99,459 | $7.7M |
| Carrera Capital Advisors | 1.29% | New | 99,387 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +64.4% | 99,322 | $7.7M |
| First Hawaiian Bank | 1.02% | Add +7.7% | 99,311 | $7.6M |
| Acima Private Wealth, LLC | 2.35% | Reduce -7.8% | 98,393 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +40.0% | 96,311 | $7.4M |
| Sylvest Advisors, LLC | 3.96% | Add +0.7% | 96,260 | $7.4M |
| Cypress Point Wealth Management, LLC | 1.61% | Add +4.7% | 95,938 | $7.4M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +30.7% | 95,725 | $7.4M |
| Strategic Blueprint, LLC | 0.43% | Add +54.5% | 95,173 | $7.3M |
| Flagstone Financial Management | 1.87% | Reduce -1.6% | 94,704 | $7.3M |
| Red Lighthouse Investment Management, LLC | 2.60% | Add +0.4% | 94,440 | $7.3M |
| Cooper Financial Group | 0.77% | New | 93,654 | $7.2M |
| Curio Wealth, LLC | 2.55% | Add +10.7% | 93,622 | $7.2M |
| Financial Futures Ltd Liability Co. | 3.33% | Reduce -3.7% | 93,254 | $7.2M |
| Bridgewater Advisors Inc. | 0.46% | Reduce -1.1% | 87,552 | $7.2M |
| CFS Investment Advisory Services, LLC | 0.52% | Add +92.0% | 92,335 | $7.1M |
| Haven Private, LLC | 3.11% | Add +0.4% | 92,150 | $7.1M |
| Fidelis Capital Partners, LLC | 0.51% | Add +50.6% | 91,962 | $7.1M |
| 55 North Private Wealth, LLC | 1.86% | — | 91,855 | $7.1M |
| MN Wealth Advisors, LLC | 3.58% | Add +16.0% | 91,838 | $7.1M |
| Collaborative Wealth Managment Inc. | 2.45% | Add +11.3% | 90,283 | $7.0M |
| AllGen Financial Advisors, Inc. | 1.64% | Add +5.2% | 89,654 | $6.9M |
| Dopkins Wealth Management, LLC | 2.82% | Reduce -3.1% | 89,596 | $6.9M |
| WealthPLAN Partners, LLC | 1.03% | Add +7.1% | 89,320 | $6.9M |
| Align Financial, LLC | 3.98% | — | 6,858,314 | $6.9M |
| Boyum Wealth Architects LLC | 3.17% | Add +119.7% | 81,975 | $6.8M |
| Broadway Wealth Solutions, Inc. | 3.56% | Add +0.0% | 86,652 | $6.7M |
| GeoWealth Management, LLC | 0.24% | Add +71.7% | 85,829 | $6.6M |
| Invenio Wealth Partners LLC | 2.44% | Add +30.4% | 85,299 | $6.6M |
| D'Orazio & Associates, Inc. | 0.84% | Add +1.0% | 84,926 | $6.5M |
| Croban | 3.13% | New | 84,460 | $6.5M |
| D L Carlson Investment Group Inc. | 1.09% | Add +11.4% | 84,071 | $6.5M |
| Greenspring Advisors, LLC | 0.40% | Add +557.5% | 84,061 | $6.5M |
| Avant Financial Advisors LLC | 4.61% | Reduce -0.7% | 83,312 | $6.4M |
| rebel Financial LLC | 2.71% | Add +0.0% | 82,407 | $6.3M |
| Objectivity Squared, LLC | 3.54% | Add +2.9% | 82,211 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +109.6% | 82,023 | $6.3M |
| Trace Wealth Advisors, LLC | 4.56% | Add +0.0% | 82,006 | $6.3M |
| Trellis Wealth Advisors LLC | 2.44% | Reduce -0.6% | 80,844 | $6.2M |
| AQR Capital Management | 0.00% | Add +41.2% | 80,251 | $6.2M |
| Visionary Horizons, LLC | 3.16% | Reduce -2.8% | 79,379 | $6.1M |
| Wilkerson Advisory Group LLC | 2.15% | — | 79,179 | $6.1M |
| Fortitude Family Office, LLC | 1.42% | Add +0.8% | 78,919 | $6.1M |
| Awm Capital, LLC | 0.55% | Reduce -0.3% | 78,431 | $6.0M |
| Midwestern Financial, LLC | 4.98% | Add +4.3% | 78,224 | $6.0M |
| Legacy CG, LLC | 1.68% | New | 78,004 | $6.0M |
| EnRich Financial Partners LLC | 1.61% | Add +2.5% | 76,741 | $5.9M |
| Dunhill Financial, LLC | 1.85% | Add +263.1% | 75,052 | $5.9M |
| Summit Wealth Partners, LLC | 1.08% | Add +4.2% | 76,198 | $5.9M |
| Town Capital LLC | 4.78% | — | 75,865 | $5.8M |
| Curtis Wealth Management LLC | 5.08% | — | 70,236 | $5.8M |
| HTG Investment Advisors, Inc. | 1.79% | Add +6.5% | 75,432 | $5.8M |
| Kings Path Partners LLC | 2.02% | Add +4.5% | 74,909 | $5.8M |
| Cherry Tree Wealth Management, LLC | 1.22% | Add +1.4% | 74,719 | $5.8M |
| Telos Capital Management, Inc. | 0.53% | Add +480.1% | 74,335 | $5.7M |
| Physician Wealth Solutions Inc. | 2.42% | Add +5.0% | 74,106 | $5.7M |
| Lakeridge Wealth Management LLC | 2.57% | Add +12.0% | 73,358 | $5.7M |
| Axxcess Wealth Management, LLC | 0.10% | Add +80.8% | 73,039 | $5.6M |
| Magnolia Private Wealth, LLC | 3.91% | Reduce -19.7% | 72,627 | $5.6M |
| Chris Bulman Inc | 2.47% | Add +12.7% | 72,598 | $5.6M |
| Quantinno Capital Management LP | 0.01% | Add +200.9% | 72,567 | $5.6M |
| Mraz, Amerine & Associates, Inc. | 0.83% | Add +7.4% | 72,483 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | — | 72,441 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +2.8% | 72,356 | $5.6M |
| REDW Wealth LLC | 2.11% | Add +19.3% | 71,760 | $5.5M |
| Stonehearth Capital Management, LLC | 2.04% | New | 71,679 | $5.5M |
| Global Strategic Investment Solutions, LLC | 0.53% | Add +4.0% | 70,603 | $5.4M |
| Kelman-Lazarov, Inc. | 0.77% | Add +0.4% | 70,326 | $5.4M |
| AE Wealth Management LLC | 0.03% | Add +94.0% | 70,127 | $5.4M |
| Gateway Wealth Partners, LLC | 0.60% | Add +1.2% | 70,025 | $5.4M |
| Grove Bank & Trust | 0.60% | Add +6.7% | 69,784 | $5.4M |
| Great Point Wealth Advisors, LLC | 0.96% | Reduce -1.5% | 68,218 | $5.3M |
| Level Financial Advisors | 1.38% | Add +1.1% | 67,978 | $5.2M |
| IAG Wealth Partners, LLC | 0.60% | Add +3.0% | 67,625 | $5.2M |
| CENTRAL TRUST Co | 0.10% | Add +40.5% | 67,023 | $5.2M |
| Brookstone Capital Management | 0.06% | Add +1.4% | 66,604 | $5.1M |
| MAI Capital Management | 0.03% | Add +116.1% | 66,354 | $5.1M |
| PW Advisors, LLC \ FL | 4.02% | — | 65,067 | $5.0M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -1.2% | 60,235 | $5.0M |
| Annandale Capital, LLC | 0.81% | Reduce -2.2% | 64,742 | $5.0M |
| Waterfront Wealth Inc. | 0.93% | Add +4.7% | 59,032 | $4.9M |
| Apeiron RIA LLC | 0.98% | Add +8.0% | 58,169 | $4.9M |
| Capasso Planning Partners LLC | 2.66% | Add +5.3% | 62,778 | $4.8M |
| 46 Peaks LLC | 3.50% | — | 61,894 | $4.8M |
| Financial Symmetry Inc | 1.94% | Reduce -0.5% | 61,778 | $4.8M |
| White Pine Investment CO | 1.12% | Add +65.5% | 61,672 | $4.8M |
| JNBA Financial Advisors | 0.40% | Reduce -5.5% | 59,182 | $4.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.56% | Add +21.6% | 58,492 | $4.5M |
| Brown Financial Advisors | 1.64% | Reduce -0.8% | 58,354 | $4.5M |
| Savvy Advisors, Inc. | 0.14% | Add +1.7% | 58,230 | $4.5M |
| Factor Wealth Management LTD | 0.97% | Add +23.5% | 58,049 | $4.5M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.3% | 57,733 | $4.4M |
| WorthPointe, LLC | 1.16% | Reduce -0.8% | 57,439 | $4.4M |
| Peak Asset Management, LLC | 0.75% | Add +1.1% | 57,144 | $4.4M |
| Kilner Capital Advisors, LLC | 4.20% | — | 57,071 | $4.4M |
| Signature Resources Capital Management, LLC | 2.21% | Add +6.5% | 56,716 | $4.4M |
| Comerica Bank | 0.02% | Add +14.7% | 56,708 | $4.4M |
| Frankly Finances, LLC | 4.12% | — | 56,438 | $4.3M |
| Wedmont Private Capital | 0.15% | Add +4.0% | 54,412 | $4.3M |
| Arq Wealth Advisors, LLC | 1.15% | Reduce -7.5% | 55,097 | $4.2M |
| BWM Planning, LLC | 1.13% | Reduce -2.5% | 54,706 | $4.2M |
| Sterneck Capital Management, LLC | 1.89% | Add +5.0% | 54,594 | $4.2M |
| Ferguson Johnson Wealth Management Inc | 3.47% | — | 54,200 | $4.2M |
| WealthCollab, LLC | 1.69% | Add +6.6% | 53,687 | $4.1M |
| Vertex Planning Partners, LLC | 0.95% | Add +92.2% | 53,255 | $4.1M |
| Breakwater Capital Group | 0.56% | Add +14.8% | 52,518 | $4.0M |
| Altar Rock LLC | 4.83% | — | 52,287 | $4.0M |
| Armbruster Capital Management, Inc. | 0.66% | Reduce -1.4% | 50,820 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.33% | Reduce -0.8% | 50,653 | $3.9M |
| Lifestyle Asset Management, Inc. | 1.27% | Reduce -2.7% | 50,624 | $3.9M |
| Retirement Guys Formula LLC | 1.77% | Reduce -0.9% | 50,341 | $3.9M |
| Greenwood Capital Associates LLC | 0.42% | Add +24.5% | 50,241 | $3.9M |
| Hobbs Wealth Management, LLC | 3.76% | Add +106.7% | 50,154 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.47% | Add +90.0% | 50,144 | $3.9M |
| CoreCap Advisors, LLC | 0.13% | Add +38.8% | 50,065 | $3.9M |
| Poinciana Advisors Group, LLC | 3.03% | Reduce -0.8% | 49,933 | $3.8M |
| Sharkey, Howes & Javer | 0.49% | Add +79.8% | 49,767 | $3.8M |
| Philip James Wealth Mangement, LLC | 0.46% | Add +0.5% | 49,669 | $3.8M |
| POM Investment Strategies, LLC | 1.95% | Add +4.2% | 49,192 | $3.8M |
| CoreFirst Bank & Trust | 2.04% | Reduce -2.0% | 49,050 | $3.8M |
| Pursuit Wealth Management LLC | 3.24% | — | 49,006 | $3.8M |
| Burk Holdings LLC | 1.77% | Reduce -0.7% | 48,057 | $3.7M |
| Canvas Wealth Advisors, LLC | 0.62% | Add +8.5% | 47,475 | $3.7M |
| Maia Wealth LLC | 0.62% | Add +54.6% | 42,418 | $3.6M |
| First National Trust Co | 0.12% | Add +13.4% | 47,143 | $3.6M |
| Sentinel Pension Advisors, LLC | 0.55% | Add +29.8% | 46,832 | $3.6M |
| Harbor Group, Inc. | 0.54% | Add +21.0% | 46,609 | $3.6M |
| NorthStar Asset Management LLC | 1.61% | Add +18.8% | 46,582 | $3.6M |
| Tandemgrowth Financial Advisors LLC | 3.06% | — | 45,526 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +85.5% | 45,305 | $3.5M |
| Verus Wealth Management, LLC | 3.25% | Reduce -5.3% | 45,268 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +102.6% | 44,695 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +84.9% | 44,230 | $3.4M |
| Apollon Financial, LLC | 0.49% | Add +14.8% | 43,941 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +0.3% | 43,758 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Add +19.1% | 43,325 | $3.3M |
| OmniStar Financial Group, Inc. | 1.90% | Add +3.5% | 42,178 | $3.2M |
| FineMark National Bank & Trust | 0.10% | Add +160.4% | 42,077 | $3.2M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +306.1% | 41,929 | $3.2M |
| AlphaCore Capital LLC | 0.07% | Reduce -0.5% | 41,778 | $3.2M |
| Global Retirement Partners, LLC | 0.06% | Add +29.8% | 41,586 | $3.2M |
| Family Office Research LLC | 1.30% | Add +3.1% | 41,381 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Add +29.3% | 41,157 | $3.2M |
| Arcadia Wealth Management, Inc. | 1.80% | Add +4.7% | 40,717 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.54% | Reduce -2.6% | 39,730 | $3.1M |
| Adelphi Trust Co | 2.46% | — | 39,163 | $3.0M |
| ORBA Wealth Advisors, L.L.C. | 2.56% | Reduce -15.7% | 38,293 | $2.9M |
| Paladin Wealth, LLC | 2.01% | Add +18.4% | 38,269 | $2.9M |
| McCartney Wealth Management LLC | 2.54% | — | 38,194 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +17.5% | 38,135 | $2.9M |
| Independence Bank of Kentucky | 0.36% | Add +335.7% | 38,102 | $2.9M |
| Capital Analysts, LLC | 0.08% | Add +31.7% | 38,035 | $2.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 37,855 | $2.9M |
| Wealthgarden F.S. LLC | 1.91% | Add +40.3% | 34,881 | $2.9M |
| Daviman Financial, LLC | 1.69% | — | 37,396 | $2.9M |
| Wedbush Securities Inc. | 0.08% | Add +5.3% | 37,212 | $2.9M |
| Gen-Wealth Partners Inc | 0.92% | Add +118.7% | 37,102 | $2.9M |
| Perennial Investment Advisors, LLC | 0.23% | Add +22.2% | 37,018 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.9% | 36,907 | $2.8M |
| Ariadne Wealth Management, LP | 1.17% | Add +0.7% | 32,850 | $2.8M |
| Tillman Hartley LLC | 0.71% | Add +0.5% | 36,653 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 36,388 | $2.8M |
| Lifelong Wealth Advisors, Inc. | 0.75% | New | 36,389 | $2.8M |
| IMA Advisory Services, Inc. | 0.27% | Add +5.3% | 36,224 | $2.8M |
| Andrews Advisory Associates, LLC | 1.46% | — | 35,749 | $2.8M |
| Wheels Up Wealth, Inc. | 2.56% | — | 35,688 | $2.7M |
| Aurelius Family Office LLC | 1.17% | Reduce -0.1% | 34,297 | $2.7M |
| Sprinkle Financial Consultants LLC | 1.38% | Add +0.9% | 35,346 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.8% | 34,840 | $2.7M |
| World Investment Advisors | 0.04% | Add +31.1% | 34,136 | $2.6M |
| Equita Financial Network, Inc. | 0.78% | Reduce -0.3% | 33,659 | $2.6M |
| Prosperity Consulting Group, LLC | 0.12% | Reduce -5.4% | 33,366 | $2.6M |
| Symphony Financial, Ltd. Co. | 0.34% | Add +21.4% | 33,017 | $2.5M |
| Arwa LLC | 1.49% | — | 33,022 | $2.5M |
| Maimon Wealth Management LTD. | 2.34% | — | 32,737 | $2.5M |
| Stone Summit Wealth LLC | 0.68% | Reduce -2.3% | 32,650 | $2.5M |
| Trailhead Planners LLC | 2.44% | — | 32,294 | $2.5M |
| CAP Partners, LLC | 1.41% | Add +0.2% | 32,293 | $2.5M |
| Mattson Financial Services, LLC | 0.58% | Reduce -5.6% | 32,270 | $2.5M |
| Navigoe, LLC | 1.53% | Reduce -0.4% | 32,232 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Add +89.2% | 32,068 | $2.5M |
| Shore Point Advisors, LLC | 1.02% | Add +172.8% | 83,435 | $2.4M |
| Trilogy Capital Inc. | 0.11% | Reduce -6.3% | 31,225 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +14.5% | 31,113 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.42% | Add +30.4% | 30,775 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +25.0% | 30,112 | $2.3M |
| HMV Wealth Advisors, LLC | 1.16% | Reduce -2.7% | 30,040 | $2.3M |
| RFG Advisory, LLC | 0.04% | New | 29,828 | $2.3M |
| Transcendent Capital Group LLC | 1.04% | Reduce -5.8% | 29,733 | $2.3M |
| Plum Street Advisors, LLC | 0.81% | Reduce -3.0% | 29,512 | $2.3M |
| Glenview Trust Co | 0.04% | Add +22.5% | 29,470 | $2.3M |
| Evelyn Partners Investment Management Services Ltd | 0.28% | New | 29,242 | $2.3M |
| Symmetry Partners, LLC | 0.13% | Reduce -5.3% | 29,223 | $2.3M |
| Sagace Wealth Management LLC | 1.52% | Reduce -1.8% | 28,943 | $2.2M |
| Holos Integrated Wealth LLC | 1.23% | Reduce -5.9% | 28,042 | $2.2M |
| IFP Advisors, Inc | 0.05% | Add +0.4% | 28,429 | $2.2M |
| Western Reserve Capital Management, LLC | 2.04% | — | 28,373 | $2.2M |
| Centennial Wealth Advisory LLC | 0.57% | Add +4.7% | 27,951 | $2.2M |
| Advyzon Investment Management, LLC | 0.25% | Add +24.2% | 27,877 | $2.1M |
| Betterment LLC | 0.00% | Add +1.4% | 27,850 | $2.1M |
| Prospect Financial Group LLC | 1.99% | Add +2.1% | 27,830 | $2.1M |
| Seaside Wealth Management, Inc. | 0.61% | Add +0.2% | 27,638 | $2.1M |
| Integrity Investment Advisors, LLC | 1.17% | Add +56.6% | 27,507 | $2.1M |
| Koesten, Hirschmann & Crabtree, INC. | 1.04% | Add +19590.7% | 27,370 | $2.1M |
| Nwam LLC | 0.12% | Reduce -1.0% | 25,102 | $2.1M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 27,007 | $2.1M |
| Private Wealth Management Group, LLC | 0.55% | Reduce -4.0% | 26,880 | $2.1M |
| Diversify Wealth Management, LLC | 0.10% | Add +88.3% | 25,691 | $2.1M |
| SOL Capital Management CO | 0.19% | Reduce -5.1% | 26,787 | $2.1M |
| Rialto Wealth Management, LLC | 0.49% | Add +27.4% | 26,774 | $2.1M |
| Keb Asset Management, LLC | 0.41% | Reduce -5.3% | 26,291 | $2.0M |
| Quarry Hill Advisors, LLC | 0.91% | Add +3.2% | 25,340 | $2.0M |
| Clarity Capital Advisors, LLC | 0.96% | Add +10.7% | 25,053 | $1.9M |
| FMB Wealth Management | 0.75% | Add +10.4% | 24,673 | $1.9M |
| Outbound Financial Inc | 1.47% | Reduce -0.7% | 24,443 | $1.9M |
| PFG Advisors | 0.09% | New | 23,980 | $1.8M |
| Wealth Alliance, LLC | 0.18% | New | 23,764 | $1.8M |
| TFB Advisors LLC | 0.51% | Reduce -0.1% | 23,681 | $1.8M |
| PKS Advisory Services, LLC | 0.41% | Reduce -0.6% | 23,379 | $1.8M |
| Slagle Financial, LLC | 0.63% | Add +3.5% | 23,320 | $1.8M |
| Theory Financial LLC | 0.60% | Add +85.0% | 21,561 | $1.8M |
| Asset Dedication, LLC | 0.12% | Reduce -5.0% | 23,155 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.18% | Reduce -5.3% | 23,099 | $1.8M |
| Motco | 0.16% | Add +20.2% | 23,028 | $1.8M |
| marrick wealth, LLC | 1.45% | — | 23,007 | $1.8M |
| XY Planning Network, Inc. | 0.31% | Add +196.8% | 22,985 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Add +4.5% | 22,759 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.50% | Reduce -16.6% | 22,455 | $1.7M |
| Evensky & Katz LLC | 0.10% | Reduce -5.4% | 22,417 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +1.3% | 22,401 | $1.7M |
| BLVD Private Wealth, LLC | 1.49% | Add +0.6% | 22,285 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | New | 22,266 | $1.7M |
| Lam Group, Inc. | 0.97% | Add +57.5% | 22,010 | $1.7M |
| Chatterton & Associates Inc. | 1.44% | — | 21,887 | $1.7M |
| Hicks Capital Management LLC | 1.69% | New | 21,730 | $1.7M |
| Leading Edge Financial Planning LLC | 0.38% | Add +3.6% | 21,475 | $1.7M |
| Dogwood Wealth Management LLC | 0.73% | Reduce -5.7% | 21,410 | $1.6M |
| Petros Family Wealth, LLC | 1.10% | Add +8.4% | 21,361 | $1.6M |
| WealthPoint Financial, LLC | 1.43% | — | 21,278 | $1.6M |
| Leigh Baldwin & Co., LLC | 1.07% | Add +51.8% | 21,199 | $1.6M |
| Wealth Management Partners, LLC | 0.47% | Reduce -0.1% | 21,202 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Add +14.2% | 21,102 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Add +1.2% | 21,099 | $1.6M |
| Capstone Wealth Management, Inc. | 1.39% | — | 20,167 | $1.6M |
| L.K. Benson & Company, P.C. | 0.79% | Reduce -1.7% | 20,445 | $1.6M |
| MB Generational Wealth, LLC | 0.83% | No change | 20,396 | $1.6M |
| Aerodigm Wealth, LLC | 0.59% | Reduce -2.9% | 19,878 | $1.5M |
| Clear Creek Financial Management, LLC | 0.12% | Add +13.5% | 19,593 | $1.5M |
| Bush Investment Group, LLC | 0.84% | Add +90.5% | 19,555 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +7.9% | 18,639 | $1.4M |
| Sage Rhino Capital LLC | 0.27% | Add +2.9% | 18,592 | $1.4M |
| Herold Advisors, Inc. | 0.32% | Add +10.5% | 18,457 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +181.7% | 18,354 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.8% | 18,061 | $1.4M |
| Strategy Asset Managers LLC | 0.23% | Add +5.2% | 18,046 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | Add +10.7% | 17,833 | $1.4M |
| WealthTrak Capital Management LLC | 0.97% | Add +200.0% | 17,550 | $1.4M |
| Ieq Capital, LLC | 0.00% | Add +4.4% | 17,457 | $1.3M |
| Eaton-Cambridge Inc. | 0.44% | Reduce -3.3% | 17,281 | $1.3M |
| LRI Investments, LLC | 0.11% | No change | 17,186 | $1.3M |
| DBK Financial Counsel, LLC | 1.01% | Add +19.8% | 17,075 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.49% | Add +101.0% | 17,011 | $1.3M |
| WESPAC Advisors SoCal, LLC | 0.26% | New | 16,680 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | Add +1.0% | 16,393 | $1.3M |
| Ruedi Wealth Management, Inc. | 0.33% | No change | 16,373 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.08% | Add +47.4% | 16,338 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +380.3% | 16,201 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Add +4783.0% | 16,114 | $1.2M |
| Tyche Wealth Partners LLC | 0.20% | Add +81.2% | 16,025 | $1.2M |
| Cogent Private Wealth, Inc. | 0.94% | — | 15,999 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -21.0% | 15,968 | $1.2M |
| Allodium Investment Consultants, LLC | 0.62% | Reduce -1.2% | 15,827 | $1.2M |
| BlackDiamond Wealth Management, LLC | 0.59% | New | 14,217 | $1.2M |
| RVW Wealth, LLC | 0.09% | Reduce -3.5% | 15,538 | $1.2M |
| Centerpoint Advisory Group | 0.92% | Add +2.0% | 15,456 | $1.2M |
| Cetera Trust Company, N.A | 0.63% | No change | 15,357 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Add +13.8% | 14,229 | $1.2M |
| Hopwood Nicholas Hunter | 0.38% | — | 14,985 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +259.3% | 14,843 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -1.1% | 13,689 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +78.1% | 14,752 | $1.1M |
| Vannoy Advisory Group, Inc. | 0.71% | No change | 14,590 | $1.1M |
| Bayshore Asset Management, LLC | 0.46% | No change | 14,503 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | No change | 14,502 | $1.1M |
| Atlas Brown,Inc. | 0.33% | Add +10.1% | 14,371 | $1.1M |
| RAM Investment Partners, LLC | 0.20% | Reduce -0.6% | 14,161 | $1.1M |
| Clarity Wealth Development LLC | 0.92% | Reduce -1.7% | 14,059 | $1.1M |
| Elyxium Wealth, LLC | 0.30% | Add +156.1% | 13,985 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +30.3% | 13,972 | $1.1M |
| Hardin Capital Partners, LLC | 0.50% | Add +1.0% | 13,713 | $1.1M |
| BAM Wealth Management, LLC | 0.76% | Add +16.3% | 13,606 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.55% | Add +76.5% | 13,534 | $1.0M |
| Forum Financial Management, LP | 0.01% | Add +1.8% | 13,421 | $1.0M |
| Retirement Management Systems Inc. | 0.26% | — | 13,374 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +115.9% | 13,353 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +91.7% | 13,215 | $1.0M |
| Approach Retirement Advisors, LLC | 0.87% | — | 13,152 | $1.0M |
| Balboa Wealth Partners | 0.17% | Add +29.2% | 12,989 | $1.0M |
| Creative Financial Designs Inc. | 0.06% | Add +97.3% | 12,834 | $988K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -1.2% | 12,741 | $981K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 12,687 | $977K |
| Pacific Asset Management, LLC | 0.59% | Reduce -3.5% | 12,674 | $976K |
| FFG Retirement Advisors LLC | 0.61% | Add +188.1% | 12,669 | $976K |
| A4 Wealth Advisors LLC | 0.84% | Reduce -25.7% | 12,571 | $968K |
| Verdence Capital Advisors LLC | 0.06% | Add +0.0% | 12,540 | $966K |
| Vance Wealth, LLC | 0.28% | Reduce -11.1% | 12,412 | $956K |
| Friday Financial | 0.33% | Add +21.5% | 12,272 | $945K |
| Asempa Wealth Advisors | 0.81% | — | 12,187 | $939K |
| Merkkuri Wealth Advisors LLC | 0.64% | Add +91.3% | 12,168 | $937K |
| Toth Financial Advisory Corp. | 0.10% | Add +95.1% | 12,154 | $936K |
| Tempus Wealth Planning, LLC | 0.21% | Add +41.3% | 11,898 | $916K |
| Bessemer Group Inc. | 0.00% | Add +47220.0% | 11,830 | $911K |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -13.3% | 11,799 | $909K |
| Seed Wealth Management, Inc. | 0.62% | No change | 11,580 | $892K |
| Redwood Investment Management, LLC | 0.10% | New | 11,484 | $884K |
| BCR Wealth Strategies, LLC | 0.29% | Reduce -5.6% | 11,406 | $878K |
| Clearview Wealth Advisors LLC | 0.56% | New | 11,393 | $877K |
| Convergence Financial, LLC | 0.13% | Reduce -0.2% | 11,383 | $877K |
| Creative Capital Management Investments LLC | 0.26% | Reduce -0.3% | 11,286 | $869K |
| Krilogy Financial LLC | 0.03% | Add +12.0% | 10,439 | $867K |
| PCG Wealth Advisors, LLC | 0.24% | Reduce -2.0% | 11,217 | $864K |
| Ifrah Financial Services, Inc. | 0.22% | Reduce -2.7% | 11,150 | $859K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +82.8% | 11,095 | $855K |
| Mutual Advisors, LLC | 0.02% | Add +50.4% | 11,091 | $854K |
| F&V Capital Management, LLC | 0.18% | No change | 10,950 | $843K |
| Total Clarity Wealth Management, Inc. | 0.20% | New | 10,945 | $843K |
| Sutton Place Investors LLC | 0.46% | Add +93.9% | 10,904 | $840K |
| Heritage Family Offices, LLP | 0.38% | New | 10,815 | $833K |
| Verus Capital Partners, LLC | 0.06% | Add +99.2% | 10,771 | $830K |
| Foundry Financial LLC | 0.43% | — | 10,623 | $818K |
| ARK & TLK Investments, LLC | 0.22% | Reduce -6.0% | 10,472 | $807K |
| Parsons Capital Management Inc. | 0.04% | Add +116.7% | 10,343 | $797K |
| Dentgroup LLC | 0.55% | Add +0.2% | 10,335 | $796K |
| Mgo One Seven LLC | 0.02% | Add +231.5% | 10,203 | $786K |
| Atlas Wealth LLC | 0.31% | No change | 10,192 | $785K |
| Citizens & Northern Corp. | 0.19% | No change | 10,143 | $781K |
| Sensible Money, LLC | 0.25% | Reduce -0.1% | 10,048 | $774K |
| North Ridge Wealth Advisors, Inc. | 0.43% | Add +0.1% | 10,001 | $770K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -36.0% | 9,470 | $770K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +20.3% | 9,965 | $768K |
| Dixon Fnancial Services, Inc. | 0.34% | No change | 9,908 | $763K |
| Orion Capital Management LLC | 0.26% | Add +2.0% | 9,836 | $758K |
| Pacific Excel Wealth Advisors, Inc. | 1.43% | — | 9,831 | $757K |
| Brooklyn Investment Group | 0.03% | New | 9,757 | $751K |
| Callan Family Office, LLC | 0.02% | No change | 9,585 | $738K |
| J. Derek Lewis & Associates Inc. | 0.17% | — | 9,560 | $736K |
| Kuhn & Co Investment Counsel | 0.49% | Add +7.4% | 9,553 | $736K |
| Hoxton Planning & Management, LLC | 0.22% | Add +3.3% | 9,530 | $734K |
| Targeted Financial Services LLC | 0.62% | — | 9,360 | $721K |
| Sunpointe, LLC | 0.24% | No change | 9,306 | $717K |
| Planwiser Financial, LLC | 0.53% | Reduce -79.8% | 8,709 | $712K |
| James Investment Research, Inc. | 0.08% | Add +17.2% | 8,970 | $691K |
| Belleair Asset Management, LLC | 0.66% | — | 8,964 | $690K |
| IFG Advisory, LLC | 0.03% | Add +12.6% | 8,930 | $688K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.9% | 8,866 | $683K |
| Haverford Financial Services, Inc. | 0.19% | No change | 8,855 | $682K |
| Cassilly Financial Group LLC | 0.60% | — | 8,845 | $681K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -3.0% | 8,669 | $668K |
| Parkwoods Wealth Partners, LLC | 0.20% | Add +14.8% | 8,650 | $666K |
| Cloud Capital Management, LLC | 0.31% | Add +8.4% | 8,609 | $663K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,599 | $662K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4136.5% | 8,473 | $653K |
| Beacon Financial Advisory LLC | 0.15% | Add +65.7% | 8,461 | $652K |
| Crusonia Wealth Advisors LLC | 0.14% | — | 8,400 | $647K |
| South Plains Financial, Inc. | 0.38% | Reduce -8.1% | 8,282 | $638K |
| Kickstand Ventures, Llc. | 0.13% | Add +175.9% | 8,231 | $634K |
| CogentBlue Wealth Advisors, LLC | 0.42% | Reduce -1.8% | 8,016 | $617K |
| D. E. Shaw & Co. | 0.00% | No change | 7,965 | $613K |
| Catalina Capital Group, LLC | 0.37% | New | 7,793 | $600K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.0% | 7,729 | $595K |
| Caprock Group, LLC | 0.01% | Add +0.2% | 7,722 | $595K |
| Total Wealth Planning, LLC | 1.26% | Reduce -93.2% | 7,672 | $591K |
| Raffa Wealth Management, LLC | 0.09% | Add +0.9% | 7,658 | $590K |
| Centurion Wealth Management LLC | 0.13% | New | 7,633 | $588K |
| Flagstar Securities, Inc. | 0.20% | Add +1.1% | 7,618 | $587K |
| Ridgeline Wealth, LLC | 0.40% | Add +0.7% | 7,470 | $575K |
| Abacus Planning Group, Inc. | 0.08% | Add +3.5% | 7,442 | $573K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.5% | 7,421 | $572K |
| Dover Advisors, LLC | 0.22% | Add +4.7% | 7,416 | $571K |
| Bison Wealth, LLC | 0.06% | New | 7,081 | $560K |
| Fortis Capital Management LLC | 0.07% | New | 6,990 | $538K |
| Fort Point Capital Partners LLC | 0.06% | Add +1.6% | 6,571 | $536K |
| Renaissance Technologies | 0.00% | Reduce -44.8% | 6,900 | $531K |
| Evanson Asset Management, LLC | 0.03% | Add +1.2% | 6,892 | $531K |
| Silver Oak Securities, Incorporated | 0.04% | Add +163.1% | 6,831 | $527K |
| Investmark Advisory Group LLC | 0.22% | Add +1.8% | 6,712 | $517K |
| Brio Consultants, LLC | 0.07% | New | 6,703 | $516K |
| Vanguard Group Inc. | 0.00% | Add +4.5% | 6,698 | $516K |
| Independent Financial Group, LLC | 0.01% | Add +19.1% | 6,624 | $510K |
| Bannerman Wealth Management Group, LLC | 0.36% | Reduce -2.7% | 6,606 | $509K |
| Lauterbach Financial Advisors, LLC | 0.25% | Add +4.7% | 6,574 | $506K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Add +90.9% | 6,581 | $506K |
| Integrity Wealth Solutions LLC | 0.20% | Add +18.5% | 6,522 | $502K |
| Fortress Financial Solutions, LLC | 0.51% | Add +25.9% | 6,478 | $499K |
| USAdvisors Wealth Management, LLC | 0.16% | Add +3.1% | 6,429 | $495K |
| Compass Ion Advisors, LLC | 0.05% | Add +3.1% | 6,339 | $488K |
| UMB Bank, n.a. | 0.01% | Reduce -1.3% | 6,250 | $481K |
| Peak Planning Group, LLC | 0.13% | New | 6,228 | $480K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +37.3% | 6,136 | $473K |
| OMNI 360 Wealth, Inc. | 0.24% | New | 5,786 | $469K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,992 | $462K |
| Foster Group, Inc. | 0.01% | Reduce -1.4% | 5,965 | $459K |
| Cambridge Financial Group, LLC | 0.16% | Add +0.6% | 7,533 | $456K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Add +48.2% | 5,263 | $451K |
| Squire Investment Management Company, LLC | 0.13% | Reduce -2.7% | 5,678 | $437K |
| Accurate Wealth Management, LLC | 0.05% | Add +15.6% | 5,395 | $431K |
| Riverchase Wealth Management, LLC | 0.23% | No change | 5,599 | $431K |
| Decker Retirement Planning Inc. | 0.21% | Add +0.1% | 5,579 | $430K |
| Brown Financial Advisory | 0.22% | No change | 5,559 | $428K |
| Milestone Asset Management Group, LLC | 0.24% | Add +18.1% | 5,534 | $426K |
| Santori & Peters, Inc. | 0.14% | Add +9.7% | 5,430 | $418K |
| Family Investment Center, Inc. | 0.08% | Add +0.5% | 5,414 | $417K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +520.4% | 5,335 | $411K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.2% | 5,325 | $410K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 5,302 | $408K |
| Thayer Financial, L.L.C. | 0.43% | — | 5,265 | $406K |
| Magnus Financial Group LLC | 0.03% | Add +66.2% | 5,213 | $401K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +38.2% | 5,109 | $393K |
| Private Wealth Asset Management, LLC | 0.04% | New | 5,100 | $393K |
| Madrid Wealth Management, LLC | 0.31% | — | 5,017 | $386K |
| First Trust Advisors LP | 0.00% | Add +65.2% | 4,970 | $383K |
| Safe Harbor Wealth Advisors, LLC | 0.37% | — | 4,414 | $379K |
| Operose Advisors LLC | 0.09% | Add +381.6% | 4,879 | $376K |
| Austin Asset Management Co Inc | 0.06% | Reduce -21.9% | 4,879 | $376K |
| Fortis Capital Advisors, LLC | 0.06% | New | 4,839 | $373K |
| Belpointe Asset Management LLC | 0.01% | New | 4,839 | $373K |
| StrongBox Wealth, LLC | 0.12% | New | 4,829 | $372K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.5% | 4,778 | $368K |
| Maripau Wealth Management LLC | 0.17% | New | 4,690 | $361K |
| M1 Capital Management LLC | 0.15% | New | 4,629 | $357K |
| MBE Wealth Management, LLC | 0.15% | Add +14.7% | 4,609 | $355K |
| Professional Financial Solutions LLC | 0.33% | — | 4,569 | $352K |
| Parkway Wealth Management Group, LLC | 0.05% | — | 4,534 | $349K |
| Fulcrum Equity Management | 0.33% | New | 4,531 | $349K |
| Saxony Capital Management, LLC | 0.21% | No change | 4,500 | $347K |
| GatePass Capital, LLC | 0.18% | New | 4,464 | $344K |
| PFG Investments, LLC | 0.02% | New | 4,439 | $342K |
| US Bancorp \de | 0.00% | Add +0.1% | 4,388 | $338K |
| Resurgent Financial Advisors LLC | 0.17% | New | 4,296 | $331K |
| Kaufman Rossin Wealth, LLC | 0.17% | Reduce -7.6% | 4,281 | $330K |
| M&T Bank Corp | 0.00% | Add +2.3% | 4,280 | $330K |
| Cadia Private Client LLC | 0.26% | — | 4,215 | $325K |
| Nemes Rush Group LLC | 0.03% | Add +22.8% | 4,211 | $324K |
| Vantus Wealth LLC | 0.24% | — | 4,200 | $323K |
| RDA Financial Network | 0.08% | Add +0.9% | 4,199 | $323K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,140 | $319K |
| Vicus Capital | 0.02% | Reduce -1.2% | 4,137 | $319K |
| Aspiriant, LLC | 0.01% | No change | 4,083 | $314K |
| Millington Financial Advisors, LLC | 0.14% | New | 3,681 | $312K |
| Continuum Wealth Advisors, LLC | 0.12% | New | 4,028 | $310K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +1454.6% | 4,042 | $309K |
| SouthState Bank Corp | 0.01% | Reduce -2.6% | 4,006 | $309K |
| Stewardship Advisors, LLC | 0.07% | Reduce -7.8% | 3,847 | $296K |
| Cornerstone Capital, Inc. | 0.03% | No change | 3,815 | $294K |
| Vilga Financial Planning LLC | 0.28% | — | 3,756 | $289K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -0.2% | 3,750 | $289K |
| MSH Capital Advisors LLC | 0.06% | New | 3,750 | $289K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,738 | $288K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,725 | $287K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.2% | 3,723 | $287K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -4.7% | 3,703 | $285K |
| Cahill Financial Advisors Inc. | 0.03% | Add +7.6% | 3,629 | $280K |
| Envision Financial LLC | 0.15% | No change | 3,610 | $278K |
| Avion Wealth | 0.06% | No change | 3,610 | $278K |
| Edge Financial Advisors LLC | 0.12% | Reduce -20.1% | 3,597 | $277K |
| Emprise Bank | 0.11% | No change | 3,574 | $275K |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 3,566 | $275K |
| Arkadios Wealth Advisors | 0.01% | New | 3,554 | $274K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.1% | 3,551 | $273K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +22.3% | 3,531 | $271K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -16.8% | 3,492 | $269K |
| TFO Wealth Partners, LLC | 0.04% | Add +0.1% | 3,469 | $267K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 3,409 | $263K |
| Argo Wealth Advisory, LLC | 0.16% | — | 3,375 | $260K |
| Zhang Financial LLC | 0.01% | No change | 3,366 | $259K |
| Copley Financial Group, Inc. | 0.16% | Reduce -2.9% | 3,342 | $257K |
| Facet Wealth, Inc. | 0.00% | New | 3,009 | $256K |
| Northwest Capital Management Inc | 1.10% | No change | 3,294 | $254K |
| Ritholtz Wealth Management | 0.00% | New | 3,293 | $254K |
| Marshall Wace, LLP | 0.00% | New | 3,260 | $251K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,228 | $249K |
| Nova R Wealth, Inc. | 0.09% | New | 3,219 | $248K |
| Community Bank, N.A. | 0.03% | Add +3.7% | 3,216 | $248K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,215 | $248K |
| Triad Wealth Partners, LLC | 0.02% | Add +5.7% | 3,214 | $248K |
| Porter White Investment Advisors, Inc. | 0.10% | No change | 3,186 | $245K |
| Captrust Financial Advisors | 0.00% | Reduce -45.0% | 3,116 | $240K |
| Empirical Asset Management, LLC | 0.07% | New | 3,069 | $236K |
| Sowell Financial Services LLC | 0.01% | New | 3,056 | $235K |
| Beacon Financial Group | 0.02% | New | 3,002 | $231K |
| Aspen Capital Management, LLC | 0.06% | Add +0.7% | 2,930 | $226K |
| High Net Worth Advisory Group LLC | 0.05% | Add +1.6% | 2,882 | $222K |
| Fisher Asset Management | 0.00% | New | 2,879 | $222K |
| Claris Advisors, LLC / Mo / | 0.07% | Reduce -5.6% | 2,865 | $221K |
| Westside Investment Management, Inc. | 0.04% | Add +8.7% | 2,837 | $219K |
| Marks Group Wealth Management, Inc | 0.02% | New | 2,822 | $217K |
| Generations Wealth, LLC | 0.22% | — | 2,802 | $216K |
| Alkeme Wealth, LLC | 0.09% | New | 2,802 | $216K |
| Lutz Financial Services LLC | 0.01% | Add +0.6% | 2,766 | $213K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,726 | $210K |
| Ascentis Independent Advisors | 0.03% | New | 2,660 | $205K |
| Arrowroot Family Office, LLC | 0.07% | New | 2,659 | $205K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,656 | $205K |
| Gotham Asset Management | 0.00% | New | 2,654 | $204K |
| Brookwood Investment Group LLC | 0.02% | New | 2,634 | $203K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,400 | $185K |
| Private Trust Co. NA | 0.02% | No change | 2,265 | $174K |
| Kennebec Savings Bank | 0.15% | Reduce -1.7% | 2,237 | $172K |
| SageView Advisory Group, LLC | 0.00% | New | 1,771 | $136K |
| Ares Financial Consulting, LLC | 0.13% | — | 1,754 | $135K |
| Clarity Asset Management, Inc. | 0.07% | Add +0.4% | 1,656 | $128K |
| Tidemark, LLC | 0.04% | Reduce -12.5% | 1,647 | $127K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -6.3% | 1,427 | $113K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.4% | 1,413 | $109K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.5% | 1,356 | $104K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $102K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,266 | $98K |
| RHL Group, LLC | 0.08% | — | 1,262 | $97K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 1,197 | $92K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $90K |
| Valley National Advisers Inc. | 0.01% | No change | 1,093 | $84K |
| Spire Wealth Management | 0.00% | Add +43.4% | 1,078 | $83K |
| Trust Co | 0.01% | New | 1,061 | $82K |
| LGT Financial Advisors LLC | 0.49% | Reduce -0.3% | 1,037 | $80K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -72.8% | 920 | $71K |
| Strive Financial Group ,LLC | 0.04% | — | 860 | $66K |
| CVA Family Office, LLC | 0.01% | Reduce -3.4% | 854 | $66K |
| MeadowBrook Investment Advisors LLC | 0.06% | New | 838 | $65K |
| CX Institutional | 0.00% | Add +1.6% | 823 | $63K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $62K |
| Webster Bank, N. A. | 0.01% | No change | 764 | $59K |
| Evolution Wealth Management Inc. | 0.04% | Add +209.7% | 703 | $54K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.3% | 700 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.3% | 669 | $52K |
| Financial Freedom, LLC | 0.03% | New | 655 | $50K |
| Motiv8 Investments LLC | 0.03% | New | 612 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Add +49.5% | 553 | $43K |
| Team Financial Group, LLC | 0.02% | Add +184.2% | 557 | $43K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -39.0% | 508 | $39K |
| CNB Bank | 0.01% | No change | 477 | $37K |
| MidAtlantic Capital Management, Inc. | 0.02% | New | 465 | $36K |
| Rothschild Investment LLC | 0.00% | Add +192.7% | 439 | $34K |
| Blue Trust, Inc. | 0.00% | Reduce -44.2% | 435 | $34K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 435 | $34K |
| NorthAvenue LLC | 0.03% | — | 413 | $32K |
| American Capital Advisory, LLC | 0.01% | No change | 397 | $31K |
| TD Capital Management LLC | 0.00% | Add +1.6% | 394 | $30K |
| GAMMA Investing LLC | 0.00% | Reduce -5.5% | 377 | $29K |
| Bfsg, LLC | 0.00% | No change | 369 | $28K |
| Bank of New Hampshire | 0.01% | No change | 348 | $27K |
| Tsfg, LLC | 0.00% | No change | 307 | $24K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.3% | 308 | $24K |
| Key Financial Inc | 0.00% | Add +4933.3% | 302 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | New | 299 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.8% | 299 | $23K |
| Wellington Grp LLC | 0.01% | — | 296 | $23K |
| Triumph Capital Management | 0.00% | New | 292 | $22K |
| HM Payson & Co. | 0.00% | No change | 284 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 263 | $20K |
| McGuire Capital Advisors Inc. | 0.01% | — | 237 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -58.7% | 220 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $17K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 214 | $16K |
| Root Financial Partners, LLC | 0.00% | No change | 213 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | Add +35.8% | 201 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | New | 191 | $15K |
| First Community Trust NA | 0.01% | No change | 187 | $14K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -52.0% | 181 | $14K |
| SHP Wealth Management | 0.00% | — | 180 | $14K |
| MCF Advisors LLC | 0.00% | New | 173 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 170 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 165 | $13K |
| Optima Capital LLC | 0.01% | New | 159 | $12K |
| GGM Financial LLC | 0.01% | Add +1.4% | 150 | $12K |
| Raleigh Capital Management Inc. | 0.00% | New | 140 | $11K |
| Signature Equity Partners, LLC | 0.01% | — | 127 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.9% | 114 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -28.9% | 106 | $8K |
| Key Capital Management, INC | 0.01% | — | 99 | $8K |
| S&T Bank | 0.00% | No change | 97 | $7K |
| Scarborough Advisors, LLC | 0.00% | Add +86.4% | 82 | $6K |
| Trust Co. of Vermont | 0.00% | New | 75 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -3.9% | 74 | $6K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 58 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $4K |
| Eastern Bank | 0.00% | New | 46 | $4K |
| Glassman Wealth Services | 0.00% | No change | 36 | $3K |
| Networth Advisors, LLC | 0.00% | — | 33 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 31 | $2K |
| Horizon Investments, LLC | 0.00% | New | 31 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 17 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 17 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $1K |
| Investors Research Corp | 0.00% | New | 15 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 15 | $1K |
| NBT Bank, N.A. | 0.00% | New | 77 | $924 |
| Realta Investment Advisors | 0.00% | New | 11 | $847 |
| Addison Advisors LLC | 0.00% | No change | 10 | $771 |
| SBI Securities Co., Ltd. | 0.00% | Add +80.0% | 9 | $693 |
| Lodestone Wealth Management LLC | 0.00% | New | 8 | $626 |
| Westfuller Advisors, LLC | 0.00% | No change | 8 | $616 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 7 | $548 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.