Avantis Emerging Markets EqAVEMETF
13F holders, Q1 2026 (March 31)919holders +119
147new positions
23sold out
6famous investors
$80.55avg. 13F price*
At the end of Q1 2026, 919 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 119 from Q4 2025. 147 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($2.3B), Savant Capital, LLC ($1.5B) and Envestnet Asset Management Inc. ($1.3B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 147 | $535.7M |
| Exits | 23 | $81.6M |
All 13F filers, Q4 2025 → Q1 2026: 39,999,552 shares bought and 11,902,712 shares sold, net +28,096,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 919 holders
| Bank of America Corp. | 0.17% | Add +45.1% | 28,676,652 | $2.3B |
| Savant Capital, LLC | 7.33% | Add +2.0% | 18,815,997 | $1.5B |
| Envestnet Asset Management Inc. | 0.35% | Add +3.3% | 16,125,536 | $1.3B |
| Mercer Global Advisors Inc. | 1.18% | Add +2.7% | 9,889,366 | $796.9M |
| Morgan Stanley | 0.04% | Add +41.1% | 7,988,347 | $643.7M |
| Wells Fargo & Company | 0.12% | Add +28.0% | 7,265,536 | $585.5M |
| Ameriprise Financial Inc. | 0.10% | Add +82.1% | 5,230,166 | $421.4M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +36.6% | 4,957,349 | $399.5M |
| LPL Financial LLC | 0.10% | Add +26.1% | 4,715,281 | $380.0M |
| Jones Financial Companies LLLP | 0.16% | Add +39.9% | 4,262,711 | $335.1M |
| Cerity Partners LLC | 0.39% | Add +16.8% | 3,370,456 | $271.6M |
| American Century Companies Inc. | 0.13% | Add +15.7% | 3,057,168 | $246.3M |
| Kestra Investment Management, LLC | 4.24% | Add +106.8% | 3,051,056 | $245.9M |
| Vantagepoint Investment Advisers LLC | 1.63% | Add +1.6% | 2,383,157 | $192.0M |
| PNC Financial Services Group, Inc. | 0.11% | Add +6.0% | 2,329,760 | $187.7M |
| Haverford Trust Co | 1.59% | Add +4.0% | 2,158,636 | $173.9M |
| Raymond James Financial Inc. | 0.05% | Add +62.4% | 2,075,447 | $167.2M |
| Osaic Holdings, Inc. | 0.23% | Add +9.7% | 1,936,252 | $156.0M |
| OneDigital Investment Advisors LLC | 1.49% | Reduce -15.9% | 1,888,950 | $152.2M |
| HighTower Advisors, LLC | 0.16% | Reduce -16.4% | 1,878,025 | $151.3M |
| Cetera Investment Advisers | 0.16% | Add +13.3% | 1,868,208 | $150.5M |
| MML Investors Services, LLC | 0.41% | Reduce -7.0% | 1,833,494 | $147.7M |
| Focus Partners Wealth | 0.16% | Reduce -1.5% | 1,712,397 | $147.0M |
| Annex Advisory Services, LLC | 2.31% | Reduce -27.2% | 1,533,037 | $123.5M |
| Bokf, NA | 1.88% | Add +5.6% | 1,527,156 | $123.1M |
| Neuberger Berman Group LLC | 0.09% | Add +16.3% | 1,480,792 | $119.3M |
| JPMorgan Chase & Co. | 0.01% | Add +8.2% | 1,413,917 | $110.0M |
| Pure Financial Advisors, LLC | 1.43% | Reduce -7.9% | 1,220,939 | $98.4M |
| Maseco LLP | 2.93% | New | 1,160,605 | $93.5M |
| Harbour Investments, Inc. | 1.43% | Add +48.4% | 1,147,859 | $92.5M |
| Gradient Investments LLC | 1.43% | Add +3.5% | 1,143,476 | $92.1M |
| Modern Wealth Management, LLC | 1.55% | Add +25.8% | 1,111,049 | $90.3M |
| UBS Group AG | 0.02% | Add +9.3% | 1,112,156 | $89.6M |
| Avantax Planning Partners, Inc. | 2.38% | Reduce -2.9% | 1,076,937 | $86.8M |
| Oak Root LLC | 10.57% | No change | 1,075,466 | $86.7M |
| Nicolet Bankshares Inc. | 3.19% | Add +362.6% | 1,065,665 | $86.4M |
| Apella Capital, LLC | 1.28% | Add +12.3% | 960,152 | $86.3M |
| Bank of Montreal | 0.04% | Reduce -33.7% | 1,062,318 | $85.6M |
| HB Wealth Management, LLC | 0.55% | Add +1.8% | 1,060,539 | $85.5M |
| Corient Private Wealth LP | 0.12% | Reduce -0.5% | 1,025,958 | $82.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +0.6% | 960,951 | $77.4M |
| Creative Planning | 0.05% | Reduce -5.6% | 919,579 | $74.1M |
| Great Valley Advisor Group, Inc. | 1.29% | Add +2.1% | 884,346 | $71.3M |
| Fifth Third Bancorp | 0.13% | Add +38.4% | 879,709 | $70.9M |
| Cresset Asset Management, LLC | 0.30% | Reduce -1.5% | 862,929 | $69.5M |
| Summit Financial Strategies, Inc. | 5.27% | Reduce -3.2% | 829,341 | $66.8M |
| Midwest Trust Co | 0.77% | Reduce -0.8% | 767,587 | $61.9M |
| Parallel Advisors, LLC | 1.10% | Add +1654.5% | 760,155 | $61.3M |
| Prime Capital Investment Advisors, LLC | 0.70% | New | 756,001 | $60.9M |
| Farther Finance Advisors, LLC | 0.58% | Add +25.5% | 748,163 | $60.8M |
| Cwm, LLC | 0.16% | Add +22.0% | 733,280 | $59.1M |
| Truist Financial Corp. | 0.08% | Add +69.2% | 722,130 | $58.2M |
| Atwood & Palmer Inc. | 3.05% | Add +1.1% | 671,428 | $54.1M |
| FMR LLC | 0.00% | Add +4.0% | 664,595 | $53.6M |
| Fragasso Financial Advisors Inc | 3.04% | Reduce -2.5% | 619,622 | $50.4M |
| Greenup Street Wealth Management LLC | 7.03% | Reduce -3.4% | 619,902 | $50.0M |
| Park Avenue Securities LLC | 0.38% | Add +6.1% | 606,919 | $48.9M |
| Falcon Wealth Planning | 3.30% | New | 600,510 | $48.4M |
| Diversified Portfolios, Inc. | 3.82% | Add +5.0% | 576,945 | $46.5M |
| Beaird Harris Wealth Management, LLC | 3.14% | Reduce -1.7% | 572,766 | $46.2M |
| Waddell & Associates, LLC | 2.59% | Add +2.8% | 570,400 | $46.0M |
| Mission Wealth Management, LP | 0.95% | Add +6.5% | 564,241 | $45.5M |
| Rockwood Wealth Management, LLC | 3.15% | Add +2.9% | 546,043 | $44.0M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +17.9% | 542,778 | $43.7M |
| Royal Bank of Canada | 0.01% | Add +17.2% | 541,262 | $43.6M |
| Bank of New York Mellon Corp | 0.01% | Add +151.4% | 528,977 | $42.6M |
| Foster & Motley Inc. | 2.17% | Reduce -2.3% | 521,207 | $42.0M |
| Tarbox Family Office, Inc. | 6.76% | Reduce -1.3% | 516,850 | $41.6M |
| Apollon Wealth Management, LLC | 0.67% | Add +3.1% | 512,926 | $41.3M |
| Financial Plan, Inc. | 4.37% | Add +7.0% | 506,092 | $40.8M |
| Private Advisor Group, LLC | 0.19% | Add +1.3% | 499,441 | $40.2M |
| McLean Asset Management Corp | 6.93% | Add +5.7% | 491,761 | $39.6M |
| HighPoint Advisor Group LLC | 1.66% | Add +3.2% | 491,750 | $39.6M |
| Orion Porfolio Solutions, LLC | 0.34% | Reduce -3.5% | 490,632 | $39.5M |
| Morton Brown Family Wealth, LLC | 9.91% | Add +2.4% | 465,309 | $37.5M |
| IHT Wealth Management, LLC | 0.87% | Reduce -4.4% | 462,739 | $37.3M |
| Truepoint, Inc. | 0.82% | Reduce -0.6% | 455,472 | $36.7M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -2.3% | 453,616 | $36.6M |
| Bogart Wealth, LLC | 1.35% | Reduce -0.2% | 433,034 | $34.9M |
| Arlington Financial Advisors, LLC | 4.72% | Reduce -5.6% | 410,855 | $33.1M |
| West Paces Advisors Inc. | 6.41% | Add +1.3% | 410,546 | $33.1M |
| Ritter Daniher Financial Advisory LLC / DE | 5.46% | Reduce -2.3% | 399,267 | $32.2M |
| Amplius Wealth Advisors, LLC | 2.60% | Reduce -5.1% | 386,797 | $31.2M |
| Versant Capital Management, Inc | 3.03% | Reduce -2.4% | 380,953 | $30.7M |
| Compound Planning, Inc. | 0.92% | Reduce -0.3% | 368,308 | $29.7M |
| Robertson Stephens Wealth Management, LLC | 0.80% | Add +51.0% | 354,608 | $28.6M |
| Quantum Financial Advisors, LLC | 3.19% | Reduce -1.7% | 352,831 | $28.4M |
| CreativeOne Wealth, LLC | 0.66% | Reduce -42.8% | 351,811 | $28.3M |
| Mariner, LLC | 0.03% | Add +25.6% | 350,656 | $28.3M |
| GW Henssler & Associates Ltd. | 1.31% | Add +60.8% | 346,311 | $27.9M |
| JRM Investment Counsel, LLC | 7.28% | Add +6.3% | 336,701 | $27.1M |
| Cannon Financial Strategists, Inc. | 3.56% | Reduce -2.6% | 335,823 | $27.1M |
| Summit Financial, LLC | 0.33% | Add +67.2% | 321,765 | $25.9M |
| SC&H Financial Advisors, Inc. | 3.89% | Add +0.8% | 320,134 | $25.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +41.0% | 317,311 | $25.5M |
| Jackson Thornton Wealth Management, LLC | 2.24% | New | 290,077 | $24.9M |
| ACT Advisors, LLC. | 10.55% | Add +0.2% | 307,985 | $24.8M |
| Old Mission Capital LLC | 0.58% | Add +75.5% | 303,282 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +12.5% | 302,901 | $24.4M |
| Simplicity Wealth,LLC | 1.30% | Add +14.5% | 284,682 | $22.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +9.2% | 278,361 | $22.4M |
| Correct Capital Wealth Management | 4.18% | Reduce -12.3% | 277,692 | $22.4M |
| High Probability Advisors, LLC | 2.84% | Reduce -5.7% | 275,318 | $22.2M |
| VeraBank, N.A. | 4.05% | Add +2.0% | 274,715 | $22.1M |
| Armstrong, Fleming & Moore, Inc | 9.00% | Add +12.5% | 263,143 | $21.2M |
| B&D White Capital Company, LLC | 2.58% | Add +57.1% | 258,639 | $20.8M |
| WJ Interests, LLC | 7.99% | Add +2.9% | 258,181 | $20.8M |
| WCG Wealth Advisors LLC | 0.58% | Add +2.7% | 257,044 | $20.7M |
| MassMutual Private Wealth & Trust, FSB | 0.56% | Reduce -1.3% | 254,834 | $20.5M |
| CGN Advisors LLC | 1.62% | Reduce -2.6% | 254,769 | $20.5M |
| HUB Investment Partners, LLC | 0.50% | Add +4.8% | 253,291 | $20.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -1.1% | 251,399 | $20.3M |
| NewEdge Advisors, LLC | 0.07% | Add +21.7% | 249,118 | $20.1M |
| Buttonwood Financial Group, LLC | 12.35% | New | 249,088 | $20.1M |
| Concord Wealth Partners | 2.59% | Add +2.3% | 248,102 | $20.0M |
| Aptus Capital Advisors, LLC | 0.17% | Add +1437.8% | 247,799 | $20.0M |
| Marietta Wealth Management, LLC | 2.30% | Reduce -1.6% | 240,390 | $19.4M |
| Concord Asset Management, LLC | 3.25% | Add +4.3% | 238,741 | $19.2M |
| Fonville Wealth Management LLC | 3.64% | Add +5.0% | 237,596 | $19.1M |
| Alpha Financial Advisors, LLC | 5.79% | Reduce -1.3% | 234,592 | $18.9M |
| TCI Wealth Advisors, Inc. | 1.00% | Reduce -3.6% | 234,314 | $18.9M |
| REAP Financial Group, LLC | 3.66% | Add +9.2% | 229,933 | $18.5M |
| Pasadena Private Wealth, LLC | 2.56% | Reduce -27.5% | 228,371 | $18.4M |
| Walkner Condon Financial Advisors LLC | 2.41% | Add +14.2% | 226,956 | $18.3M |
| Sunburst Financial Group, LLC | 3.51% | New | 226,497 | $18.3M |
| Allen Capital Group, LLC | 1.60% | Add +3.6% | 220,279 | $17.8M |
| Citadel Advisors | 0.01% | Reduce -22.0% | 220,107 | $17.7M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -0.0% | 217,908 | $17.6M |
| Caliber Wealth Management, LLC / KS | 1.92% | Reduce -2.2% | 217,835 | $17.6M |
| Plancorp, LLC | 0.49% | Add +0.2% | 199,131 | $17.1M |
| WealthPlan Investment Management, LLC | 0.95% | Reduce -7.7% | 212,186 | $17.1M |
| Ullmann Wealth Partners Group, LLC | 1.77% | Add +47.2% | 212,103 | $17.1M |
| Mfa Wealth Advisors, LLC | 3.28% | Add +7.1% | 206,652 | $16.7M |
| BSW Wealth Partners | 2.03% | Reduce -1.0% | 206,501 | $16.6M |
| Venturi Wealth Management, LLC | 0.74% | Add +3.9% | 203,546 | $16.4M |
| Stewardship Advisors, LLC | 3.71% | Add +5113.6% | 200,569 | $16.2M |
| Strategic Financial Planning, Inc. | 9.39% | New | 351,728 | $16.1M |
| Waverly Advisors, LLC | 0.12% | Add +26.6% | 198,930 | $16.0M |
| Concurrent Investment Advisors, LLC | 0.17% | New | 198,408 | $16.0M |
| Websterrogers Financial Advisors, LLC | 4.57% | Add +0.1% | 198,200 | $16.0M |
| Werba Rubin Papier Wealth Management | 2.22% | New | 197,530 | $15.9M |
| &partners | 0.08% | Add +49.1% | 192,446 | $15.5M |
| Libra Wealth LLC | 4.36% | Add +0.8% | 191,780 | $15.5M |
| Opus Capital Group, LLC | 1.65% | Reduce -0.7% | 190,591 | $15.4M |
| Syntegra Private Wealth Group, LLC | 1.45% | New | 189,784 | $15.3M |
| Capital Analysts, LLC | 0.40% | Add +397.6% | 189,270 | $15.3M |
| Aire Advisors, LLC | 2.75% | Add +0.5% | 186,566 | $15.0M |
| Valued Wealth Advisors LLC | 6.02% | Add +4.5% | 184,315 | $14.9M |
| Burton Enright Welch | 2.02% | Reduce -4.1% | 183,982 | $14.8M |
| Scarborough Advisors, LLC | 1.59% | Add +219203.7% | 179,829 | $14.5M |
| Berger Financial Group, Inc | 0.81% | Reduce -11.5% | 179,470 | $14.5M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.0% | 178,253 | $14.4M |
| Henderson Brothers Financial Partners, LLC | 3.60% | — | 176,429 | $14.2M |
| SJS Investment Consulting Inc. | 1.73% | Add +8.6% | 175,969 | $14.2M |
| Kavar Capital Partners Group, LLC | 1.77% | Add +1.9% | 175,859 | $14.2M |
| Destiny Wealth Partners, LLC | 1.54% | Reduce -4.7% | 174,958 | $14.1M |
| HORAN Wealth, LLC | 1.34% | New | 174,623 | $14.1M |
| Allworth Financial LP | 0.06% | Add +31.6% | 173,224 | $14.0M |
| ERn Financial, LLC | 2.62% | Add +3.4% | 172,723 | $13.9M |
| Horst & Graben Wealth Management LLC | 1.91% | Add +25.9% | 155,309 | $13.9M |
| Hill Investment Group Partners, LLC | 1.48% | Reduce -0.5% | 166,412 | $13.4M |
| World Investment Advisors | 0.22% | Add +385.1% | 165,605 | $13.3M |
| Fort Vancouver Investment Management, LLC | 6.77% | Add +1.5% | 165,381 | $13.3M |
| Team Hewins, LLC | 3.93% | Reduce -2.3% | 164,052 | $13.2M |
| Gateway Wealth Partners, LLC | 0.50% | Add +129.2% | 160,483 | $12.9M |
| Larson Financial Group LLC | 0.41% | Reduce -21.6% | 160,126 | $12.9M |
| Invariant Investment Management | 7.82% | Add +25.5% | 148,404 | $12.7M |
| Cardiff Park Advisors, LLC | 1.01% | Reduce -0.7% | 156,443 | $12.6M |
| Indivisible Partners | 1.11% | Add +8.1% | 155,471 | $12.5M |
| Grand Wealth Management, LLC | 5.86% | Reduce -4.9% | 154,452 | $12.4M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -0.5% | 153,790 | $12.4M |
| Boyum Wealth Architects LLC | 5.17% | Add +66.6% | 136,587 | $12.4M |
| Three Arch Wealth Management LLC | 2.22% | Add +3.1% | 153,015 | $12.3M |
| Symphony Financial, Ltd. Co. | 1.62% | Add +371.4% | 155,627 | $12.2M |
| Cahill Financial Advisors Inc. | 1.32% | Add +4068.2% | 151,262 | $12.2M |
| Define Financial, LLC | 6.62% | Add +1.3% | 151,258 | $12.2M |
| Natixis Advisors, LLC | 0.02% | Add +55.3% | 149,597 | $12.1M |
| Higgins & Schmidt Wealth Strategies LLC | 5.45% | Add +4.1% | 148,030 | $11.9M |
| Retirement Financial Solutions, LLC | 3.33% | Add +1.1% | 144,582 | $11.7M |
| Blue Edge Capital, LLC | 1.53% | New | 143,381 | $11.6M |
| ABLE Financial Group, LLC | 2.22% | Add +18.1% | 140,791 | $11.3M |
| Prosperity Planning, Inc. | 4.08% | Add +1.9% | 140,643 | $11.3M |
| Choice Wealth Advisors LLC | 4.40% | Add +1.8% | 139,226 | $11.2M |
| Richmond Investment Services, LLC | 1.79% | Add +4.3% | 137,310 | $11.1M |
| Fidelis Capital Partners, LLC | 0.78% | Add +47.5% | 135,608 | $10.9M |
| Mason & Associates Inc | 2.12% | Add +6.3% | 140,088 | $10.9M |
| Echo Wealth Management, LLC | 6.26% | Add +32.1% | 134,959 | $10.9M |
| Northwest Wealth Management, LLC | 1.61% | Reduce -1.8% | 133,328 | $10.7M |
| ShoreHaven Wealth Partners, LLC | 3.84% | Reduce -21.6% | 132,593 | $10.7M |
| Freedom Financial Partners LLC | 3.80% | Add +2.8% | 132,570 | $10.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.99% | Reduce -48.7% | 132,225 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +33.1% | 132,177 | $10.7M |
| Great Diamond Partners, LLC | 2.05% | Add +13.4% | 132,028 | $10.6M |
| Certified Advisory Corp | 0.95% | Add +5.5% | 131,317 | $10.6M |
| Invenio Wealth Partners LLC | 4.19% | Add +53.5% | 130,901 | $10.5M |
| Shotwell Rutter Baer Inc | 6.16% | Add +0.9% | 130,195 | $10.5M |
| Verum Partners LLC | 1.98% | New | 129,644 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -7.2% | 127,901 | $10.3M |
| Torren Management, LLC | 5.06% | Reduce -12.4% | 126,171 | $10.2M |
| Oak Wealth Advisors LLC | 5.58% | Add +3.7% | 126,063 | $10.2M |
| Signet Financial Management, LLC | 1.13% | Reduce -4.9% | 125,276 | $10.1M |
| Advisor OS, LLC | 0.73% | New | 125,105 | $10.1M |
| One Wealth Advisors, LLC | 1.25% | Add +20.2% | 124,387 | $10.0M |
| Buck Wealth Strategies, LLC | 1.23% | Add +3.2% | 123,608 | $10.0M |
| Tortoise Investment Management, LLC | 0.82% | Add +2.4% | 123,355 | $9.9M |
| Nottingham Advisors, Inc. | 1.27% | Add +6.5% | 122,890 | $9.9M |
| Passive Capital Management, LLC. | 2.92% | Reduce -0.4% | 121,494 | $9.8M |
| Hamilton Point Investment Advisors, LLC | 1.49% | New | 119,980 | $9.7M |
| Ewa, LLC | 2.16% | New | 118,153 | $9.5M |
| Visionary Horizons, LLC | 4.66% | Add +47.8% | 117,280 | $9.5M |
| MJP Associates Inc. | 1.14% | New | 116,188 | $9.4M |
| Cornerstone Wealth Group, LLC | 0.60% | New | 106,066 | $9.3M |
| CFS Investment Advisory Services, LLC | 0.64% | Add +11.9% | 103,313 | $9.3M |
| Equitable Holdings, Inc. | 0.06% | Add +160.0% | 117,779 | $9.2M |
| Evelyn Partners Asset Management Ltd | 2.27% | Add +13.4% | 114,201 | $9.2M |
| Dunhill Financial, LLC | 2.11% | Add +48.1% | 111,150 | $9.0M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +35.4% | 111,066 | $8.9M |
| Pacific Life Fund Advisors LLC | 1.03% | Reduce -8.4% | 110,805 | $8.9M |
| 55 North Private Wealth, LLC | 2.28% | Add +20.6% | 110,752 | $8.9M |
| BetterWealth, LLC | 1.72% | Add +0.4% | 109,104 | $8.8M |
| Stonebrook Private Inc. | 1.86% | Add +2.9% | 108,371 | $8.7M |
| Carrera Capital Advisors | 1.32% | Add +7.4% | 106,735 | $8.6M |
| AQR Capital Management | 0.00% | Add +32.7% | 106,478 | $8.6M |
| Elevation Wealth Partners, LLC | 3.06% | Add +2.8% | 106,059 | $8.5M |
| First Hawaiian Bank | 1.19% | Add +6.7% | 105,965 | $8.5M |
| Disciplina Capital Management LLC | 0.90% | Reduce -1.4% | 105,563 | $8.5M |
| Highland Financial Advisors, LLC | 2.24% | Add +3.7% | 105,148 | $8.5M |
| True North Advisors, LLC | 0.96% | New | 104,579 | $8.4M |
| Cooper Financial Group | 0.85% | Add +11.4% | 104,351 | $8.4M |
| Collective Family Office LLC | 1.89% | Reduce -1.6% | 103,999 | $8.4M |
| AllGen Financial Advisors, Inc. | 1.98% | Add +15.8% | 103,775 | $8.4M |
| Curio Wealth, LLC | 2.83% | Add +9.7% | 102,744 | $8.3M |
| WMG Financial Advisors, LLC | 3.45% | Reduce -6.2% | 102,734 | $8.3M |
| Integrated Wealthcare, LLC | 6.90% | Add +3.0% | 102,417 | $8.3M |
| Collaborative Wealth Managment Inc. | 3.76% | Add +12.3% | 101,429 | $8.2M |
| Red Lighthouse Investment Management, LLC | 2.73% | Add +6.4% | 100,488 | $8.1M |
| Bridgewater Advisors Inc. | 0.48% | Reduce -2.9% | 85,004 | $8.1M |
| Hudson Capital Management LLC | 2.13% | New | 99,128 | $8.0M |
| Silver Oak Wealth Advisors Services, LLC | 5.18% | Reduce -2.3% | 99,000 | $8.0M |
| CENTRAL TRUST Co | 0.16% | Add +46.8% | 98,406 | $7.9M |
| Acima Private Wealth, LLC | 2.49% | Reduce -0.0% | 98,386 | $7.9M |
| Legacy CG, LLC | 2.18% | Add +24.8% | 97,363 | $7.8M |
| Cypress Point Wealth Management, LLC | 1.68% | Add +0.6% | 96,512 | $7.8M |
| Strategic Blueprint, LLC | 0.45% | Add +0.7% | 95,800 | $7.7M |
| D L Carlson Investment Group Inc. | 1.31% | Add +12.3% | 94,398 | $7.6M |
| Financial Futures Ltd Liability Co. | 3.30% | Add +0.0% | 93,291 | $7.5M |
| Haven Private, LLC | 3.27% | Add +1.2% | 93,215 | $7.5M |
| Align Financial, LLC | 4.27% | Reduce -98.6% | 93,158 | $7.5M |
| D'Orazio & Associates, Inc. | 0.97% | Add +9.4% | 92,881 | $7.5M |
| MN Wealth Advisors, LLC | 3.62% | Add +0.6% | 92,366 | $7.4M |
| Merit Financial Group, LLC | 0.06% | Reduce -18.8% | 92,143 | $7.4M |
| Flagstone Financial Management | 1.84% | Reduce -2.8% | 92,032 | $7.4M |
| WealthPLAN Partners, LLC | 1.42% | Add +2.1% | 91,196 | $7.3M |
| MAI Capital Management | 0.04% | Add +34.3% | 89,078 | $7.2M |
| Dopkins Wealth Management, LLC | 2.88% | Reduce -0.7% | 88,967 | $7.2M |
| Croban | 3.31% | Add +3.5% | 87,450 | $7.0M |
| Avant Financial Advisors LLC | 4.89% | Add +3.6% | 86,316 | $7.0M |
| Broadway Wealth Solutions, Inc. | 3.59% | Reduce -0.6% | 86,094 | $6.9M |
| GeoWealth Management, LLC | 0.25% | Reduce -0.2% | 85,645 | $6.9M |
| LexAurum Advisors, LLC | 0.88% | — | 83,999 | $6.8M |
| Midwestern Financial, LLC | 5.31% | Add +7.2% | 83,826 | $6.8M |
| Riversedge Advisors, LLC | 1.08% | New | 82,771 | $6.7M |
| Quantinno Capital Management LP | 0.01% | Add +13.9% | 82,676 | $6.7M |
| Sylvest Advisors, LLC | 3.53% | Reduce -14.3% | 82,444 | $6.6M |
| Greenspring Advisors, LLC | 0.40% | Reduce -2.1% | 82,310 | $6.6M |
| Stephens Inc. | 0.08% | New | 81,914 | $6.6M |
| REDW Wealth LLC | 2.61% | Add +13.1% | 81,162 | $6.5M |
| Telos Capital Management, Inc. | 0.62% | Add +8.9% | 80,940 | $6.5M |
| Trellis Wealth Advisors LLC | 2.46% | Reduce -0.9% | 80,103 | $6.5M |
| Magnolia Private Wealth, LLC | 4.29% | Add +189.8% | 210,453 | $6.4M |
| EnRich Financial Partners LLC | 1.71% | Add +4.0% | 79,799 | $6.4M |
| Fortitude Family Office, LLC | 1.43% | Reduce -0.2% | 78,754 | $6.3M |
| Trace Wealth Advisors, LLC | 4.76% | Reduce -4.0% | 78,748 | $6.3M |
| Summit Wealth Partners, LLC | 1.00% | Add +3.3% | 78,707 | $6.3M |
| Chris Bulman Inc | 2.77% | Add +8.2% | 78,557 | $6.3M |
| Assetmark, Inc. | 0.01% | Reduce -45.1% | 78,309 | $6.3M |
| AE Wealth Management LLC | 0.03% | Add +11.1% | 77,876 | $6.3M |
| Awm Capital, LLC | 0.57% | Reduce -0.9% | 77,717 | $6.3M |
| Wilkerson Advisory Group LLC | 2.15% | Reduce -2.1% | 77,521 | $6.2M |
| Objectivity Squared, LLC | 3.94% | Reduce -5.8% | 77,473 | $6.2M |
| Grove Bank & Trust | 0.70% | Add +10.6% | 77,182 | $6.2M |
| Physician Wealth Solutions Inc. | 2.57% | Add +4.0% | 77,053 | $6.2M |
| HTG Investment Advisors, Inc. | 1.77% | Add +1.8% | 76,793 | $6.2M |
| Mraz, Amerine & Associates, Inc. | 0.91% | Add +5.8% | 76,662 | $6.2M |
| Lakeridge Wealth Management LLC | 2.62% | Add +2.9% | 75,498 | $6.1M |
| Renaissance Technologies | 0.01% | Add +982.6% | 74,700 | $6.0M |
| Kings Path Partners LLC | 2.05% | Reduce -1.1% | 74,110 | $6.0M |
| Stonehearth Capital Management, LLC | 2.35% | Add +2.9% | 73,775 | $5.9M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.8% | 73,734 | $5.9M |
| Systelligence, LLC | 1.15% | Reduce -32.5% | 73,529 | $5.9M |
| rebel Financial LLC | 2.57% | Reduce -10.8% | 73,492 | $5.9M |
| Financial Symmetry Inc | 2.10% | Add +6.0% | 65,469 | $5.9M |
| Cherry Tree Wealth Management, LLC | 1.25% | Reduce -2.0% | 73,251 | $5.9M |
| Heritage Family Offices, LLP | 2.55% | Add +561.1% | 71,495 | $5.8M |
| PW Advisors, LLC \ FL | 4.30% | Add +9.4% | 71,177 | $5.7M |
| Waterfront Wealth Inc. | 1.05% | Add +20.4% | 71,084 | $5.7M |
| White Pine Investment CO | 1.30% | Add +12.8% | 69,558 | $5.6M |
| Global Strategic Investment Solutions, LLC | 0.55% | Reduce -1.5% | 69,518 | $5.6M |
| Brookstone Capital Management | 0.06% | Add +4.3% | 69,493 | $5.6M |
| IAG Wealth Partners, LLC | 0.62% | Add +2.2% | 69,138 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -5.4% | 68,475 | $5.5M |
| Chicago Partners Investment Group LLC | 0.12% | Add +0.1% | 60,302 | $5.4M |
| Level Financial Advisors | 1.38% | Reduce -1.1% | 67,193 | $5.4M |
| Kelman-Lazarov, Inc. | 0.78% | Reduce -4.5% | 67,140 | $5.4M |
| Great Point Wealth Advisors, LLC | 1.00% | Reduce -1.8% | 66,983 | $5.4M |
| Savvy Advisors, Inc. | 0.14% | Add +13.1% | 65,869 | $5.3M |
| Signature Resources Capital Management, LLC | 2.51% | Add +16.1% | 65,819 | $5.3M |
| Capasso Planning Partners LLC | 2.84% | Add +4.0% | 65,316 | $5.3M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -31.8% | 65,302 | $5.3M |
| Intentional Wealth Strategies, LLC | 4.89% | — | 65,223 | $5.3M |
| Bellecapital International Ltd. | 0.94% | New | 64,859 | $5.2M |
| Harbor Group, Inc. | 0.75% | Add +38.6% | 64,588 | $5.2M |
| Activest Wealth Management | 0.91% | Reduce -43.4% | 64,525 | $5.2M |
| 46 Peaks LLC | 3.75% | Add +3.4% | 63,996 | $5.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.61% | Add +7.8% | 63,064 | $5.1M |
| Vertex Planning Partners, LLC | 0.99% | Add +18.2% | 62,968 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +50.9% | 62,111 | $5.0M |
| Perigon Wealth Management, LLC | 0.09% | Add +5.9% | 61,158 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +45.8% | 61,151 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.60% | Add +21.8% | 61,074 | $4.9M |
| Glenview Trust Co | 0.08% | Add +106.7% | 60,913 | $4.9M |
| Town Capital LLC | 3.87% | Reduce -21.7% | 59,377 | $4.8M |
| Apeiron RIA LLC | 1.10% | Add +1.2% | 58,889 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +32.2% | 58,457 | $4.7M |
| Canvas Wealth Advisors, LLC | 0.80% | Add +23.1% | 58,430 | $4.7M |
| Independence Bank of Kentucky | 0.60% | Add +53.0% | 58,313 | $4.7M |
| Greenwood Capital Associates LLC | 0.52% | Add +15.8% | 58,191 | $4.7M |
| Peak Asset Management, LLC | 0.83% | Add +1.6% | 58,074 | $4.7M |
| Sterneck Capital Management, LLC | 2.10% | Add +6.3% | 58,022 | $4.7M |
| Breakwater Capital Group | 0.62% | Add +10.1% | 57,837 | $4.7M |
| Annandale Capital, LLC | 0.76% | Reduce -11.8% | 57,135 | $4.6M |
| Frankly Finances, LLC | 4.16% | Add +1.1% | 57,033 | $4.6M |
| Fiduciary Financial Advisors | 4.08% | — | 56,713 | $4.6M |
| Brown Financial Advisors | 1.73% | Reduce -3.0% | 56,622 | $4.6M |
| JNBA Financial Advisors | 0.38% | Reduce -4.5% | 56,531 | $4.6M |
| Kilner Capital Advisors, LLC | 4.35% | Reduce -1.3% | 56,312 | $4.5M |
| Lifestyle Asset Management, Inc. | 1.48% | Add +11.2% | 56,301 | $4.5M |
| JSF Financial, LLC | 0.88% | New | 55,973 | $4.5M |
| Spectrum Advisors, Inc. | 3.53% | — | 55,522 | $4.5M |
| Arq Wealth Advisors, LLC | 0.80% | Add +0.5% | 55,391 | $4.5M |
| Andrews Advisory Associates, LLC | 2.33% | Add +53.6% | 54,912 | $4.4M |
| BWM Planning, LLC | 1.14% | Reduce -1.9% | 53,679 | $4.3M |
| Ferguson Johnson Wealth Management Inc | 3.51% | Reduce -1.1% | 53,632 | $4.3M |
| WealthCollab, LLC | 1.78% | Reduce -0.1% | 53,612 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Add +6.4% | 53,290 | $4.3M |
| Diversify Wealth Management, LLC | 0.08% | Add +88.4% | 48,397 | $4.3M |
| Altar Rock LLC | 4.99% | Add +1.0% | 52,800 | $4.3M |
| Wedmont Private Capital | 0.14% | Reduce -9.5% | 49,230 | $4.2M |
| Atlanta Consulting Group Advisors, LLC | 0.90% | Add +1432.2% | 52,232 | $4.2M |
| Factor Wealth Management LTD | 0.79% | Reduce -10.4% | 52,000 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +41.4% | 51,440 | $4.1M |
| Armbruster Capital Management, Inc. | 0.67% | Add +0.4% | 51,015 | $4.1M |
| NorthStar Asset Management LLC | 1.98% | Add +9.1% | 50,826 | $4.1M |
| Burk Holdings LLC | 1.76% | Add +5.8% | 50,818 | $4.1M |
| Hobbs Wealth Management, LLC | 4.05% | Add +1.2% | 50,738 | $4.1M |
| Commerce Bank | 0.02% | New | 50,184 | $4.0M |
| Apollon Financial, LLC | 0.56% | Add +14.1% | 50,146 | $4.0M |
| Daviman Financial, LLC | 2.39% | Add +33.9% | 50,059 | $4.0M |
| Arete Wealth Advisors, LLC | 0.30% | New | 49,769 | $4.0M |
| Poinciana Advisors Group, LLC | 3.16% | Reduce -0.5% | 49,702 | $4.0M |
| Sentinel Pension Advisors, LLC | 0.58% | Add +4.4% | 48,877 | $3.9M |
| CoreFirst Bank & Trust | 2.08% | Reduce -0.5% | 48,792 | $3.9M |
| Wealth Alliance, LLC | 0.39% | Add +105.3% | 48,781 | $3.9M |
| Summit Portfolio Management, LTD. | 2.52% | — | 48,625 | $3.9M |
| Retirement Guys Formula LLC | 1.79% | Reduce -4.2% | 48,217 | $3.9M |
| WorthPointe, LLC | 1.05% | Reduce -16.7% | 47,826 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +58.7% | 47,787 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +8.9% | 47,667 | $3.8M |
| First National Trust Co | 0.13% | Add +0.1% | 47,183 | $3.8M |
| Advisory Services Network, LLC | 0.05% | Add +23.7% | 47,164 | $3.8M |
| M1 Capital Management LLC | 1.74% | Add +911.2% | 46,807 | $3.8M |
| Oppenheimer & Co. Inc. | 0.05% | New | 46,196 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.31% | Reduce -10.8% | 45,163 | $3.6M |
| Verus Wealth Management, LLC | 3.37% | Reduce -0.5% | 45,039 | $3.6M |
| Curtis Wealth Management LLC | 3.39% | Reduce -36.3% | 44,766 | $3.6M |
| Tandemgrowth Financial Advisors LLC | 3.37% | Reduce -2.4% | 44,428 | $3.6M |
| Arwa LLC | 1.75% | Add +25.2% | 41,332 | $3.5M |
| Arcadia Wealth Management, Inc. | 1.84% | Add +3.5% | 42,160 | $3.4M |
| Paladin Wealth, LLC | 2.32% | Add +9.3% | 41,808 | $3.4M |
| Tillman Hartley LLC | 0.85% | Add +14.0% | 41,777 | $3.4M |
| 3 Factor Indexing, LLC | 3.15% | — | 41,407 | $3.3M |
| Maia Wealth LLC | 0.56% | Reduce -2.5% | 41,347 | $3.3M |
| AlphaCore Capital LLC | 0.08% | Reduce -1.7% | 41,066 | $3.3M |
| Family Office Research LLC | 1.44% | Reduce -0.8% | 41,062 | $3.3M |
| Lifelong Wealth Advisors, Inc. | 0.86% | Add +9.4% | 39,817 | $3.2M |
| Gen-Wealth Partners Inc | 1.01% | Add +6.9% | 39,677 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.54% | Reduce -0.2% | 39,662 | $3.2M |
| Centennial Wealth Advisory LLC | 0.77% | Add +40.8% | 39,347 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2664.2% | 39,058 | $3.1M |
| Kraft, Davis & Associates, LLC | 0.66% | New | 34,512 | $3.1M |
| Advyzon Investment Management, LLC | 0.28% | Add +37.9% | 38,443 | $3.1M |
| Adelphi Trust Co | 2.52% | Reduce -2.0% | 38,361 | $3.1M |
| Focus Financial Network, Inc. | 0.11% | New | 38,283 | $3.1M |
| McCartney Wealth Management LLC | 2.57% | Reduce -0.9% | 37,865 | $3.1M |
| IMA Advisory Services, Inc. | 0.29% | Add +3.4% | 37,456 | $3.0M |
| XY Planning Network, Inc. | 0.48% | Add +60.9% | 36,975 | $3.0M |
| Acorn Creek Capital LLC | 1.07% | New | 37,077 | $3.0M |
| Tradition Wealth Management, LLC | 0.21% | Add +15.6% | 37,060 | $3.0M |
| BlackRock, Inc. | 0.00% | Add +18.5% | 36,870 | $3.0M |
| Asset Allocation Strategies LLC | 0.52% | New | 36,612 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.0% | 36,531 | $2.9M |
| Wedbush Securities Inc. | 0.09% | Reduce -1.9% | 36,522 | $2.9M |
| Mgo One Seven LLC | 0.06% | Add +257.3% | 36,456 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +224.7% | 36,017 | $2.9M |
| Madison Asset Management, LLC | 0.04% | New | 35,777 | $2.9M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -3.4% | 35,757 | $2.9M |
| Koesten, Hirschmann & Crabtree, INC. | 1.40% | Add +30.5% | 35,729 | $2.9M |
| Maimon Wealth Management LTD. | 2.52% | Add +12.7% | 36,907 | $2.9M |
| Milestone Asset Management, LLC | 0.53% | New | 35,494 | $2.9M |
| Quarry Hill Advisors, LLC | 1.16% | Add +23.4% | 31,267 | $2.8M |
| Philip James Wealth Mangement, LLC | 0.34% | Reduce -31.1% | 34,249 | $2.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.59% | New | 34,219 | $2.8M |
| Sprinkle Financial Consultants LLC | 1.27% | Reduce -3.4% | 34,163 | $2.8M |
| Navigoe, LLC | 1.61% | Add +4.9% | 33,819 | $2.7M |
| Integrity Investment Advisors, LLC | 1.47% | Add +22.0% | 33,567 | $2.7M |
| Aurelius Family Office LLC | 1.17% | Reduce -2.4% | 33,485 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | Add +8.8% | 33,480 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +148.9% | 33,234 | $2.7M |
| Ariadne Wealth Management, LP | 1.20% | Add +1.0% | 33,185 | $2.7M |
| Sunpointe, LLC | 0.87% | Add +256.2% | 33,146 | $2.7M |
| Prosperity Consulting Group, LLC | 0.12% | Reduce -0.9% | 33,055 | $2.7M |
| Wheels Up Wealth, Inc. | 2.50% | Reduce -7.6% | 32,989 | $2.7M |
| Sharkey, Howes & Javer | 0.36% | Reduce -33.8% | 32,924 | $2.7M |
| Rainier Family Wealth Inc. | 1.78% | New | 32,903 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -26.4% | 32,887 | $2.7M |
| Trailhead Planners LLC | 2.51% | Add +0.5% | 32,468 | $2.6M |
| Betterment LLC | 0.00% | Add +15.6% | 32,188 | $2.6M |
| HMV Wealth Advisors, LLC | 1.22% | Add +7.1% | 32,185 | $2.6M |
| Marks Group Wealth Management, Inc | 0.25% | Add +1031.9% | 31,941 | $2.6M |
| Chatterton & Associates Inc. | 1.80% | Add +37.0% | 29,974 | $2.6M |
| CAP Partners, LLC | 1.44% | Reduce -1.7% | 31,733 | $2.6M |
| Stone Summit Wealth LLC | 0.71% | Reduce -3.4% | 31,557 | $2.5M |
| Equita Financial Network, Inc. | 0.79% | Reduce -6.9% | 31,342 | $2.5M |
| Mattson Financial Services, LLC | 0.60% | Reduce -3.3% | 31,195 | $2.5M |
| Nwam LLC | 0.14% | Add +22.7% | 30,796 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.3% | 30,547 | $2.5M |
| Shore Point Advisors, LLC | 0.96% | Reduce -3.3% | 80,727 | $2.4M |
| Plum Street Advisors, LLC | 0.83% | Add +0.4% | 29,618 | $2.4M |
| IFP Advisors, Inc | 0.05% | Add +3.9% | 29,531 | $2.4M |
| Transcendent Capital Group LLC | 1.08% | Reduce -0.7% | 29,531 | $2.4M |
| Sagace Wealth Management LLC | 1.61% | Add +2.0% | 29,526 | $2.4M |
| Elyxium Wealth, LLC | 0.76% | Add +109.9% | 29,351 | $2.4M |
| Evelyn Partners Investment Management Services Ltd | 0.28% | Add +0.3% | 29,325 | $2.4M |
| Western Reserve Capital Management, LLC | 1.93% | Add +2.9% | 29,191 | $2.4M |
| Rialto Wealth Management, LLC | 0.53% | Add +8.9% | 29,151 | $2.3M |
| RFG Advisory, LLC | 0.04% | Reduce -2.4% | 29,106 | $2.3M |
| OmniStar Financial Group, Inc. | 1.21% | Reduce -31.3% | 28,972 | $2.3M |
| Private Wealth Asset Management, LLC | 0.25% | Add +467.8% | 28,956 | $2.3M |
| Prospect Financial Group LLC | 2.13% | Add +3.1% | 28,692 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 2.74% | Reduce -25.7% | 28,468 | $2.3M |
| Holos Integrated Wealth LLC | 1.16% | Reduce -0.0% | 28,030 | $2.3M |
| Trilogy Capital Inc. | 0.10% | Reduce -9.5% | 28,258 | $2.3M |
| Signal Advisors Wealth, LLC | 0.15% | Add +22.6% | 27,903 | $2.2M |
| Seaside Wealth Management, Inc. | 0.62% | Reduce -0.7% | 27,450 | $2.2M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +1.3% | 27,366 | $2.2M |
| Columbia Advisory Partners LLC | 1.41% | New | 27,345 | $2.2M |
| Theory Financial LLC | 0.76% | Add +25.4% | 27,027 | $2.2M |
| Symmetry Partners, LLC | 0.12% | Reduce -7.6% | 26,992 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +45.7% | 26,740 | $2.2M |
| Keb Asset Management, LLC | 0.41% | Add +0.8% | 26,487 | $2.1M |
| Bauman Advisory Group, LLC | 1.50% | New | 26,481 | $2.1M |
| PFG Advisors | 0.10% | Add +9.7% | 26,313 | $2.1M |
| FMB Wealth Management | 0.87% | Add +6.3% | 26,218 | $2.1M |
| Empowered Funds, LLC | 0.01% | New | 26,169 | $2.1M |
| AGH Wealth Advisors, LLC | 1.55% | New | 26,130 | $2.1M |
| Private Wealth Management Group, LLC | 0.55% | Reduce -3.2% | 26,017 | $2.1M |
| Hopwood Nicholas Hunter | 0.66% | Add +71.9% | 25,758 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +158.3% | 25,737 | $2.1M |
| FFG Retirement Advisors LLC | 1.21% | Add +103.0% | 25,713 | $2.1M |
| Leigh Baldwin & Co., LLC | 1.34% | Add +21.1% | 25,679 | $2.1M |
| Riverwater Partners LLC | 0.69% | New | 25,542 | $2.1M |
| Clarity Capital Advisors, LLC | 0.96% | Add +1.8% | 25,496 | $2.1M |
| Redwood Investment Management, LLC | 0.25% | Add +120.1% | 25,280 | $2.0M |
| PKS Advisory Services, LLC | 0.47% | Add +7.2% | 25,055 | $2.0M |
| Leading Edge Financial Planning LLC | 0.42% | Add +16.4% | 25,000 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +10.6% | 24,625 | $2.0M |
| Outbound Financial Inc | 1.47% | Reduce -0.8% | 24,254 | $2.0M |
| Clear Creek Financial Management, LLC | 0.15% | Add +23.3% | 24,166 | $1.9M |
| WealthPoint Financial, LLC | 1.63% | Add +13.3% | 24,105 | $1.9M |
| Petros Family Wealth, LLC | 1.37% | Add +12.1% | 23,941 | $1.9M |
| Motco | 0.18% | Add +3.6% | 23,854 | $1.9M |
| Capstone Wealth Management, Inc. | 1.62% | Add +16.9% | 23,572 | $1.9M |
| Slagle Financial, LLC | 0.63% | Add +0.8% | 23,498 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +34.1% | 23,407 | $1.9M |
| Centerpoint Advisory Group | 1.40% | Add +49.8% | 23,149 | $1.9M |
| Asset Dedication, LLC | 0.13% | Reduce -0.1% | 23,123 | $1.9M |
| Evensky & Katz LLC | 0.11% | Add +2.9% | 23,074 | $1.9M |
| Bush Investment Group, LLC | 1.01% | Add +17.6% | 22,986 | $1.9M |
| Arax Advisory Partners | 0.05% | Reduce -90.3% | 22,735 | $1.8M |
| Hicks Capital Management LLC | 1.83% | Add +4.6% | 22,728 | $1.8M |
| Sonoma Allocations LLC | 0.63% | New | 22,430 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 22,397 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.18% | Reduce -3.3% | 22,331 | $1.8M |
| marrick wealth, LLC | 1.51% | Reduce -3.4% | 22,231 | $1.8M |
| William John Sempolinski | 0.89% | New | 21,983 | $1.8M |
| Evoke Wealth, LLC | 0.03% | Add +4.2% | 21,981 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.50% | Reduce -3.5% | 21,680 | $1.7M |
| Lam Group, Inc. | 0.96% | Reduce -1.7% | 21,630 | $1.7M |
| Herold Advisors, Inc. | 0.38% | Add +16.2% | 21,442 | $1.7M |
| Dogwood Wealth Management LLC | 0.74% | Reduce -0.6% | 21,274 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,835 | $1.7M |
| Wealth Management Partners, LLC | 0.48% | Reduce -1.9% | 20,789 | $1.7M |
| L.K. Benson & Company, P.C. | 0.55% | Add +1.1% | 20,675 | $1.7M |
| Cogent Private Wealth, Inc. | 1.20% | Add +29.2% | 20,675 | $1.7M |
| Tyche Wealth Partners LLC | 0.26% | Add +28.9% | 20,662 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.10% | Add +25.2% | 20,456 | $1.6M |
| MB Generational Wealth, LLC | 0.91% | No change | 20,396 | $1.6M |
| Fortis Capital Management LLC | 0.22% | Add +190.2% | 20,284 | $1.6M |
| BLVD Private Wealth, LLC | 1.41% | Reduce -9.8% | 20,107 | $1.6M |
| Ritholtz Wealth Management | 0.03% | Add +504.8% | 19,917 | $1.6M |
| PAX Financial Group, LLC | 0.27% | New | 19,902 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +6.1% | 19,775 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.37% | Add +79.1% | 19,600 | $1.6M |
| Sage Rhino Capital LLC | 0.29% | Add +2.7% | 19,093 | $1.5M |
| WealthTrak Capital Management LLC | 1.10% | Add +8.7% | 19,074 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.56% | Add +10.8% | 18,849 | $1.5M |
| Aerodigm Wealth, LLC | 0.57% | Reduce -5.4% | 18,801 | $1.5M |
| Toth Financial Advisory Corp. | 0.17% | Add +54.3% | 18,748 | $1.5M |
| Eaton-Cambridge Inc. | 0.47% | Add +8.3% | 18,709 | $1.5M |
| Strategy Asset Managers LLC | 0.24% | Add +2.3% | 18,459 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Add +15.6% | 16,450 | $1.5M |
| Balboa Wealth Partners | 0.25% | Add +40.8% | 18,287 | $1.5M |
| Webster Bank, N. A. | 0.14% | Add +2213.9% | 17,678 | $1.4M |
| Wealthgarden F.S. LLC | 0.96% | Reduce -49.9% | 17,472 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | Reduce -2.4% | 17,406 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +102.1% | 17,381 | $1.4M |
| LRI Investments, LLC | 0.12% | No change | 17,186 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.65% | Add +18.4% | 16,833 | $1.4M |
| DBK Financial Counsel, LLC | 1.02% | Reduce -2.2% | 16,702 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.8% | 16,648 | $1.3M |
| WESPAC Advisors SoCal, LLC | 0.28% | Reduce -0.8% | 16,549 | $1.3M |
| Allodium Investment Consultants, LLC | 0.64% | Add +4.1% | 16,483 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +2.9% | 16,671 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +8.6% | 16,027 | $1.3M |
| Ruedi Wealth Management, Inc. | 0.33% | Reduce -3.4% | 15,820 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 16,393 | $1.3M |
| Fortis Group Advisors, LLC | 0.21% | Add +1.5% | 13,894 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +20.4% | 15,449 | $1.2M |
| Cetera Trust Company, N.A | 0.70% | No change | 15,357 | $1.2M |
| RVW Wealth, LLC | 0.10% | Reduce -1.3% | 15,339 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +19.3% | 15,130 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 14,843 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +5.6% | 14,754 | $1.2M |
| Atlas Brown,Inc. | 0.36% | Add +1.9% | 14,648 | $1.2M |
| Vannoy Advisory Group, Inc. | 0.74% | No change | 14,590 | $1.2M |
| Approach Retirement Advisors, LLC | 0.98% | Add +10.8% | 14,568 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -31.2% | 14,520 | $1.2M |
| Bayshore Asset Management, LLC | 0.47% | No change | 14,503 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | New | 14,262 | $1.1M |
| Hardin Capital Partners, LLC | 0.53% | Add +3.9% | 14,244 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | Add +18.5% | 14,103 | $1.1M |
| RAM Investment Partners, LLC | 0.20% | Reduce -0.5% | 14,088 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +26.8% | 14,067 | $1.1M |
| Convergence Financial, LLC | 0.12% | Add +9.9% | 12,512 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.75% | Add +15.0% | 13,997 | $1.1M |
| Verus Capital Partners, LLC | 0.08% | Add +28.1% | 13,800 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +1.9% | 13,669 | $1.1M |
| Sutton Place Investors LLC | 0.60% | Add +24.5% | 13,575 | $1.1M |
| Clarity Wealth Development LLC | 0.89% | Reduce -3.9% | 13,510 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +2.0% | 13,474 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Add +6.0% | 13,292 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +256.1% | 13,257 | $1.1M |
| Sanchez Gaunt Capital Management, LLC | 0.66% | — | 13,151 | $1.1M |
| Retirement Management Systems Inc. | 0.25% | Reduce -3.4% | 12,921 | $1.0M |
| Friday Financial | 0.36% | Add +4.4% | 12,809 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Reduce -0.1% | 12,730 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 12,709 | $1.0M |
| Orion Capital Management LLC | 0.35% | Add +28.7% | 12,659 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.52% | Reduce -7.7% | 12,499 | $1.0M |
| Pacific Asset Management, LLC | 0.56% | Reduce -2.0% | 12,422 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +249.5% | 12,420 | $1.0M |
| Vance Wealth, LLC | 0.29% | Reduce -0.8% | 12,315 | $992K |
| Targeted Financial Services LLC | 0.81% | Add +31.4% | 12,300 | $991K |
| Tudor Investment Corporation | 0.01% | New | 12,273 | $989K |
| QRG Capital Management, Inc. | 0.01% | Reduce -23.4% | 12,237 | $986K |
| Resolute Wealth Advisor, Inc. | 0.55% | — | 12,049 | $971K |
| BAM Wealth Management, LLC | 0.72% | Reduce -12.0% | 11,974 | $965K |
| Parsons Capital Management Inc. | 0.04% | Add +15.4% | 11,939 | $962K |
| Level Four Advisory Services, LLC | 0.03% | New | 11,939 | $962K |
| Creative Capital Management Investments LLC | 0.27% | Add +4.2% | 11,763 | $948K |
| Kuhn & Co Investment Counsel | 0.60% | Add +21.5% | 11,604 | $935K |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -1.7% | 11,598 | $935K |
| Seed Wealth Management, Inc. | 0.64% | No change | 11,580 | $933K |
| ARK & TLK Investments, LLC | 0.25% | Add +10.0% | 11,515 | $928K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 10,452 | $921K |
| Centurion Wealth Management LLC | 0.20% | Add +45.9% | 11,136 | $897K |
| BCR Wealth Strategies, LLC | 0.28% | Reduce -2.3% | 11,140 | $897K |
| PCG Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 11,105 | $895K |
| Beacon Financial Advisory LLC | 0.20% | Add +31.0% | 11,087 | $893K |
| Ameritas Advisory Services, LLC | 0.03% | Add +42.9% | 11,048 | $890K |
| Brooklyn Investment Group | 0.03% | Add +12.7% | 10,991 | $886K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -2.6% | 10,857 | $875K |
| Brio Consultants, LLC | 0.11% | Add +41.0% | 9,450 | $872K |
| Ameritas Investment Partners, Inc. | 0.03% | New | 10,809 | $871K |
| Cloud Capital Management, LLC | 0.37% | Add +22.4% | 10,536 | $848K |
| Kickstand Ventures, Llc. | 0.17% | Add +24.8% | 10,270 | $828K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -29.4% | 10,244 | $825K |
| Citizens & Northern Corp. | 0.20% | No change | 10,143 | $817K |
| Sowell Financial Services LLC | 0.03% | Add +231.0% | 10,115 | $815K |
| James Investment Research, Inc. | 0.09% | Add +12.7% | 10,108 | $815K |
| Atlas Wealth LLC | 0.32% | Reduce -1.1% | 10,085 | $813K |
| Sensible Money, LLC | 0.25% | No change | 10,048 | $810K |
| F&V Capital Management, LLC | 0.17% | Reduce -8.9% | 9,975 | $804K |
| J. Derek Lewis & Associates Inc. | 0.18% | Add +4.3% | 9,976 | $804K |
| Pacific Financial Group Inc. | 0.43% | New | 9,915 | $799K |
| Dixon Fnancial Services, Inc. | 0.36% | No change | 9,908 | $798K |
| Hoxton Planning & Management, LLC | 0.24% | Add +3.4% | 9,855 | $794K |
| Silver Oak Securities, Incorporated | 0.06% | Add +43.5% | 9,803 | $790K |
| RDA Financial Network | 0.19% | Add +129.2% | 9,623 | $775K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 9,612 | $775K |
| Callan Family Office, LLC | 0.02% | No change | 9,585 | $772K |
| Haverford Financial Services, Inc. | 0.23% | Add +8.1% | 9,568 | $771K |
| Planwiser Financial, LLC | 0.55% | Reduce -0.4% | 8,673 | $762K |
| OMNI 360 Wealth, Inc. | 0.38% | Add +59.9% | 9,250 | $745K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +73.3% | 9,243 | $745K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +6.6% | 9,455 | $735K |
| Catalina Capital Group, LLC | 0.45% | Add +17.0% | 9,118 | $735K |
| Belleair Asset Management, LLC | 0.66% | No change | 8,964 | $722K |
| Fortress Financial Solutions, LLC | 0.75% | Add +38.4% | 8,963 | $722K |
| Cassilly Financial Group LLC | 0.62% | Add +0.9% | 8,925 | $719K |
| Hilltop Holdings Inc. | 0.07% | New | 8,922 | $719K |
| Sensenig Capital Advisors, Inc | 0.74% | New | 8,907 | $718K |
| Evanson Asset Management, LLC | 0.04% | Add +27.7% | 8,801 | $709K |
| Morris Financial Concepts, Inc. | 0.24% | Add +1.4% | 8,792 | $708K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +41.5% | 8,683 | $700K |
| A4 Wealth Advisors LLC | 0.58% | Reduce -31.0% | 8,677 | $699K |
| Linscomb Wealth, Inc. | 0.03% | New | 8,629 | $695K |
| Dover Advisors, LLC | 0.29% | Add +16.2% | 8,618 | $694K |
| USAdvisors Wealth Management, LLC | 0.23% | Add +38.5% | 8,907 | $692K |
| Independent Financial Group, LLC | 0.02% | Add +29.0% | 8,542 | $688K |
| Crusonia Wealth Advisors LLC | 0.14% | Reduce -0.1% | 8,393 | $676K |
| North Ridge Wealth Advisors, Inc. | 0.38% | Reduce -16.6% | 8,346 | $672K |
| South Plains Financial, Inc. | 0.39% | Add +0.6% | 8,329 | $671K |
| Bison Wealth, LLC | 0.07% | Reduce -0.3% | 7,058 | $670K |
| StrongBox Wealth, LLC | 0.21% | Add +70.7% | 8,244 | $664K |
| Parkwoods Wealth Partners, LLC | 0.16% | Reduce -6.3% | 8,105 | $653K |
| Signature Equity Partners, LLC | 0.35% | Add +6276.4% | 8,098 | $653K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +8.8% | 8,071 | $650K |
| Santori & Peters, Inc. | 0.20% | Add +48.6% | 8,069 | $650K |
| CogentBlue Wealth Advisors, LLC | 0.43% | No change | 8,016 | $646K |
| Lauterbach Financial Advisors, LLC | 0.32% | Add +21.8% | 8,009 | $645K |
| Nemes Rush Group LLC | 0.06% | Add +90.0% | 8,001 | $645K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -7.0% | 7,884 | $635K |
| D.A. Davidson & Co. | 0.00% | New | 7,705 | $621K |
| Tsfg, LLC | 0.09% | Add +2401.3% | 7,679 | $619K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 7,679 | $619K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.0% | 7,661 | $617K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 7,626 | $615K |
| Asempa Wealth Advisors | 0.53% | Reduce -38.2% | 7,527 | $612K |
| D. E. Shaw & Co. | 0.00% | Reduce -5.0% | 7,565 | $610K |
| Cambridge Financial Group, LLC | 0.21% | Add +0.2% | 7,545 | $608K |
| Cauble & Harre Wealth Management, Inc. | 0.48% | New | 6,495 | $605K |
| Ridgeline Wealth, LLC | 0.43% | Reduce -0.0% | 7,468 | $602K |
| Vicus Capital | 0.04% | Add +79.9% | 7,444 | $600K |
| Abacus Planning Group, Inc. | 0.08% | No change | 7,442 | $600K |
| Pacific Excel Wealth Advisors, Inc. | 0.63% | Reduce -24.8% | 7,397 | $596K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 7,376 | $594K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Add +11.8% | 7,355 | $592K |
| UMB Bank, n.a. | 0.01% | Add +15.8% | 7,237 | $583K |
| Investmark Advisory Group LLC | 0.25% | Add +7.6% | 7,223 | $582K |
| Foundry Financial LLC | 0.24% | Reduce -32.6% | 7,160 | $577K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 7,124 | $574K |
| Peak Planning Group, LLC | 0.16% | Add +14.0% | 7,100 | $572K |
| GatePass Capital, LLC | 0.28% | Add +56.0% | 6,964 | $561K |
| Accurate Wealth Management, LLC | 0.07% | Add +20.9% | 6,524 | $561K |
| PFG Investments, LLC | 0.03% | Add +56.1% | 6,928 | $558K |
| Aprio Wealth Management, LLC | 0.03% | Add +29.5% | 6,895 | $556K |
| TFO Wealth Partners, LLC | 0.08% | Add +97.6% | 6,855 | $552K |
| Aureum Wealth Management, LLC | 0.38% | New | 6,787 | $547K |
| Trademark Financial Management, LLC | 0.26% | New | 6,681 | $538K |
| CWA Asset Management Group, LLC | 0.02% | Add +10.9% | 6,644 | $535K |
| Fort Point Capital Partners LLC | 0.07% | Add +0.1% | 6,576 | $530K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.7% | 6,565 | $529K |
| Bannerman Wealth Management Group, LLC | 0.36% | Reduce -0.8% | 6,553 | $528K |
| Operose Advisors LLC | 0.12% | Add +33.1% | 6,494 | $523K |
| Uptick Partners, LLC | 0.10% | New | 6,403 | $516K |
| Flagstar Securities, Inc. | 0.19% | Reduce -16.2% | 6,385 | $515K |
| Compass Ion Advisors, LLC | 0.05% | No change | 6,339 | $511K |
| HBW Advisory Services LLC | 0.05% | New | 6,265 | $505K |
| Vanguard National Trust Co | 0.03% | — | 6,212 | $501K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +25.2% | 5,983 | $482K |
| Parkway Wealth Management Group, LLC | 0.06% | Add +23.2% | 5,585 | $478K |
| Elevation Wealth Management LLC | 0.44% | New | 5,924 | $477K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,924 | $477K |
| Foster Group, Inc. | 0.01% | Reduce -0.8% | 5,914 | $477K |
| Cadia Private Client LLC | 0.38% | Add +36.4% | 5,750 | $463K |
| West Wealth Group, LLC | 0.09% | New | 5,732 | $462K |
| Squire Investment Management Company, LLC | 0.13% | No change | 5,678 | $458K |
| SouthState Bank Corp | 0.02% | Add +41.7% | 5,675 | $457K |
| Gotham Asset Management | 0.00% | Add +113.5% | 5,665 | $456K |
| Riverchase Wealth Management, LLC | 0.24% | Add +0.9% | 5,647 | $455K |
| XTX Topco Ltd | 0.01% | New | 5,570 | $449K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 5,530 | $446K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +37.0% | 5,536 | $442K |
| Thayer Financial, L.L.C. | 0.45% | Add +4.0% | 5,475 | $441K |
| Captrust Financial Advisors | 0.00% | Add +75.6% | 5,472 | $441K |
| Family Investment Center, Inc. | 0.08% | Add +0.9% | 5,463 | $440K |
| Milestone Asset Management Group, LLC | 0.25% | Reduce -2.5% | 5,394 | $435K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 5,302 | $427K |
| Maripau Wealth Management LLC | 0.19% | Add +12.8% | 5,292 | $426K |
| Northern Trust Corp. | 0.00% | Add +48.3% | 5,288 | $426K |
| Decker Retirement Planning Inc. | 0.19% | Reduce -5.3% | 5,282 | $426K |
| Kaufman Rossin Wealth, LLC | 0.24% | Add +21.8% | 5,212 | $420K |
| Resurgent Financial Advisors LLC | 0.15% | Add +20.6% | 5,179 | $417K |
| Vawter Financial, Ltd. | 0.17% | New | 5,110 | $412K |
| Vista Investment Partners Ii, LLC | 0.18% | New | 5,045 | $407K |
| Madrid Wealth Management, LLC | 0.30% | Reduce -0.1% | 5,011 | $404K |
| First Trust Advisors LP | 0.00% | Reduce -1.4% | 4,899 | $395K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 4,895 | $394K |
| Narus Financial Partners, LLC | 0.10% | New | 4,880 | $393K |
| Empirical Asset Management, LLC | 0.10% | Add +58.6% | 4,868 | $392K |
| Fulcrum Equity Management | 0.38% | Add +6.0% | 4,804 | $387K |
| Prosperitas Financial LLC | 0.14% | New | 4,795 | $386K |
| Latitude Advisors, LLC | 0.18% | New | 4,778 | $385K |
| High Net Worth Advisory Group LLC | 0.09% | Add +64.5% | 4,740 | $382K |
| Horizon Investment Services, LLC | 0.13% | New | 4,664 | $376K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,646 | $374K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,600 | $371K |
| Emprise Bank | 0.15% | Add +28.1% | 4,577 | $369K |
| Meredith Wealth Planning | 0.10% | New | 4,555 | $367K |
| Alteri Wealth LLC | 0.12% | New | 4,549 | $367K |
| Austin Asset Management Co Inc | 0.06% | Reduce -7.0% | 4,538 | $366K |
| Professional Financial Solutions LLC | 0.32% | Reduce -1.4% | 4,507 | $363K |
| Saxony Capital Management, LLC | 0.21% | Add +0.2% | 4,507 | $363K |
| MSH Capital Advisors LLC | 0.08% | Add +19.8% | 4,492 | $362K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +24.8% | 4,405 | $355K |
| Greenline Wealth Management LLC | 0.41% | Add +25723.5% | 4,390 | $354K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 4,347 | $350K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,343 | $350K |
| Visionary Wealth Advisors | 0.02% | New | 4,342 | $350K |
| M&T Bank Corp | 0.00% | Add +0.9% | 4,319 | $348K |
| Alpha Financial Partners LLC | 0.20% | New | 4,258 | $343K |
| Private Trust Co. NA | 0.03% | Add +82.9% | 4,143 | $334K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,140 | $334K |
| MBE Wealth Management, LLC | 0.14% | Reduce -10.6% | 4,120 | $332K |
| Austin Wealth Management, LLC | 0.08% | New | 4,081 | $332K |
| Millington Financial Advisors, LLC | 0.14% | No change | 3,681 | $329K |
| US Bancorp \de | 0.00% | Reduce -6.8% | 4,088 | $329K |
| Aspiriant, LLC | 0.01% | No change | 4,083 | $329K |
| Westside Investment Management, Inc. | 0.05% | Add +42.5% | 4,042 | $326K |
| Axis Wealth Partners, LLC | 0.17% | New | 4,025 | $324K |
| Signature Wealth Management Group | 0.12% | New | 3,952 | $318K |
| Cornerstone Capital, Inc. | 0.03% | No change | 3,815 | $307K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.9% | 3,811 | $307K |
| Transcend Capital Advisors, LLC | 0.02% | Add +43.3% | 3,805 | $307K |
| Element Wealth, LLC | 0.13% | New | 3,790 | $305K |
| SCS Capital Management LLC | 0.00% | New | 3,766 | $303K |
| Vilga Financial Planning LLC | 0.27% | No change | 3,756 | $303K |
| Envision Financial LLC | 0.16% | Add +3.6% | 3,740 | $301K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 3,725 | $300K |
| Brown Financial Advisory | 0.15% | Reduce -33.3% | 3,706 | $299K |
| Avion Wealth | 0.06% | No change | 3,610 | $290K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -3.0% | 3,592 | $289K |
| Greenwich Wealth Management LLC | 0.01% | New | 3,567 | $287K |
| Keystone Financial Group | 0.02% | New | 3,554 | $286K |
| Comprehensive Financial Planning, Inc. | 0.20% | Add +1052.0% | 3,548 | $286K |
| Ignite Planners, LLC | 0.04% | New | 3,402 | $284K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 3,508 | $283K |
| Jacobi Capital Management LLC | 0.02% | Reduce -1.2% | 3,508 | $283K |
| Accredited Investors Inc. | 0.02% | New | 3,499 | $282K |
| Busey Bank | 0.01% | New | 3,482 | $281K |
| Gryphon Financial Partners LLC | 0.03% | New | 3,431 | $276K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 3,397 | $274K |
| Parcion Private Wealth LLC | 0.02% | Add +5.2% | 3,383 | $273K |
| Naples Global Advisors, LLC | 0.02% | Add +4.1% | 3,359 | $271K |
| Smith, Moore & Co. | 0.02% | New | 3,258 | $263K |
| Nova R Wealth, Inc. | 0.08% | Add +0.1% | 3,221 | $260K |
| Copley Financial Group, Inc. | 0.16% | Reduce -4.4% | 3,195 | $257K |
| Park National Corp. | 0.01% | New | 3,195 | $257K |
| Porter White Investment Advisors, Inc. | 0.10% | No change | 3,186 | $257K |
| Community Bank, N.A. | 0.03% | Reduce -1.0% | 3,184 | $257K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -15.5% | 3,170 | $255K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -1.4% | 3,169 | $255K |
| Silverlake Wealth Management LLC | 0.05% | New | 3,099 | $250K |
| RHL Group, LLC | 0.21% | Add +144.5% | 3,086 | $249K |
| Thrive Wealth Management, LLC | 0.04% | New | 3,033 | $244K |
| Mayfair Advisory Group, LLC | 0.09% | New | 3,023 | $244K |
| Generations Wealth, LLC | 0.24% | Add +7.7% | 3,018 | $243K |
| Zhang Financial LLC | 0.01% | Reduce -12.3% | 2,953 | $238K |
| Harbor Investment Advisory, LLC | 0.02% | Add +1443.5% | 2,948 | $238K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,946 | $237K |
| Beacon Financial Group | 0.02% | Reduce -2.2% | 2,937 | $237K |
| Talisman Wealth Advisors LLC | 0.19% | New | 2,933 | $236K |
| Aspen Capital Management, LLC | 0.06% | Add +0.0% | 2,931 | $236K |
| Fortress Financial Group, LLC | 0.17% | New | 2,904 | $234K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | New | 2,898 | $234K |
| Clark Asset Management, LLC | 0.02% | New | 2,887 | $233K |
| Colonial Trust Co / SC | 0.03% | New | 2,884 | $232K |
| Claris Advisors, LLC / Mo / | 0.07% | Add +0.1% | 2,867 | $231K |
| Citigroup Inc. | 0.00% | New | 2,845 | $229K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,839 | $229K |
| Alkeme Wealth, LLC | 0.09% | No change | 2,802 | $226K |
| Lutz Financial Services LLC | 0.01% | No change | 2,766 | $223K |
| Caerus Investment Advisors, LLC | 0.09% | New | 2,727 | $220K |
| National Bank of Canada | 0.00% | New | 2,719 | $219K |
| Barnes Wealth Management Group, Inc | 0.11% | New | 2,721 | $219K |
| Arrowroot Family Office, LLC | 0.07% | Add +0.3% | 2,666 | $215K |
| Cogent Strategic Wealth LLC | 0.22% | New | 2,641 | $213K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,591 | $209K |
| Vistica Wealth Advisors, LLC | 0.21% | New | 2,555 | $206K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,546 | $205K |
| Facet Wealth, Inc. | 0.00% | Reduce -15.4% | 2,544 | $205K |
| POM Investment Strategies, LLC | 0.25% | Reduce -94.9% | 2,503 | $202K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,400 | $193K |
| Delos Wealth Advisors, LLC | 0.11% | New | 2,303 | $186K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Reduce -56.7% | 2,277 | $184K |
| Kennebec Savings Bank | 0.15% | Reduce -8.1% | 2,055 | $166K |
| Ares Financial Consulting, LLC | 0.11% | Add +0.1% | 1,755 | $143K |
| Trust Co | 0.01% | Add +63.9% | 1,739 | $140K |
| Abound Wealth Management | 0.03% | New | 1,612 | $130K |
| Arlington Trust Co LLC | 0.01% | New | 1,570 | $127K |
| Johnson Financial Group, Inc. | 0.00% | Add +4567.7% | 1,447 | $117K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.8% | 1,358 | $110K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $107K |
| Tidemark, LLC | 0.03% | Reduce -21.0% | 1,301 | $105K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,266 | $102K |
| Rothschild Investment LLC | 0.01% | Add +187.0% | 1,260 | $102K |
| Geneos Wealth Management Inc. | 0.00% | Add +87.0% | 1,251 | $101K |
| LGT Financial Advisors LLC | 0.46% | Add +6.7% | 1,106 | $89K |
| Elevate Wealth Advisory, Inc. | 0.06% | Add +1806.9% | 1,106 | $89K |
| Valley National Advisers Inc. | 0.01% | No change | 1,093 | $88K |
| Spire Wealth Management | 0.00% | Reduce -0.8% | 1,069 | $86K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,000 | $81K |
| CVA Family Office, LLC | 0.01% | Add +16.2% | 992 | $80K |
| Longview Financial Advisors, Inc. | 0.05% | New | 969 | $78K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -1.2% | 909 | $73K |
| Strive Financial Group ,LLC | 0.04% | No change | 860 | $69K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 838 | $68K |
| CX Institutional | 0.00% | No change | 823 | $66K |
| Blue Trust, Inc. | 0.00% | Add +86.7% | 812 | $65K |
| WealthShield Partners, LLC | 0.01% | Add +1.1% | 809 | $65K |
| Root Financial Partners, LLC | 0.00% | Add +272.3% | 793 | $64K |
| Mather Group, Llc. | 0.00% | New | 760 | $61K |
| Parkside Financial Bank & Trust | 0.00% | No change | 700 | $56K |
| Team Financial Group, LLC | 0.02% | Add +18.3% | 659 | $53K |
| Financial Freedom, LLC | 0.03% | No change | 655 | $53K |
| Vanguard Advisers Inc. | 0.00% | — | 637 | $51K |
| MidFirst Bank | 0.00% | New | 616 | $50K |
| Evolution Wealth Management Inc. | 0.04% | Reduce -15.1% | 597 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 600 | $47K |
| Ascentis Independent Advisors | 0.00% | Reduce -80.0% | 531 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | New | 516 | $42K |
| Manning & Napier Advisors LLC | 0.00% | No change | 508 | $41K |
| CNB Bank | 0.02% | No change | 477 | $38K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.5% | 456 | $37K |
| Rossby Financial, LCC | 0.01% | New | 451 | $37K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 435 | $35K |
| NorthAvenue LLC | 0.03% | No change | 413 | $33K |
| Banque Transatlantique SA | 0.00% | New | 397 | $32K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 395 | $32K |
| Wellington Grp LLC | 0.01% | Add +33.1% | 394 | $32K |
| Glenmede Trust Co. NA | 0.00% | New | 388 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 377 | $30K |
| Synergy Investment Management, LLC | 0.01% | New | 371 | $30K |
| Bfsg, LLC | 0.00% | No change | 369 | $30K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 350 | $28K |
| Bank of New Hampshire | 0.01% | Reduce -0.3% | 347 | $28K |
| Winch Advisory Services, LLC | 0.01% | New | 318 | $26K |
| Key Financial Inc | 0.00% | No change | 302 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.7% | 301 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | New | 285 | $23K |
| HM Payson & Co. | 0.00% | No change | 284 | $23K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 274 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 263 | $21K |
| Triumph Capital Management | 0.00% | Reduce -13.7% | 252 | $20K |
| Ascentis Wealth Management, LLC | 0.00% | Add +22.4% | 246 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -20.4% | 238 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -1.3% | 234 | $19K |
| American Capital Advisory, LLC | 0.01% | Reduce -43.3% | 225 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $18K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 214 | $17K |
| First Community Trust NA | 0.01% | No change | 187 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 181 | $15K |
| MCF Advisors LLC | 0.00% | Add +0.6% | 174 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 170 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 165 | $13K |
| Country Trust Bank | 0.00% | New | 163 | $13K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -90.6% | 155 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +7.9% | 151 | $12K |
| GGM Financial LLC | 0.01% | No change | 150 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +31.6% | 150 | $12K |
| Vision Retirement, LLC | 0.00% | New | 130 | $10K |
| Monetary Solutions, Ltd | 0.01% | New | 125 | $10K |
| Evermay Wealth Management LLC | 0.00% | New | 121 | $10K |
| Advisortrust Partners, LLC | 0.00% | New | 119 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +10.4% | 117 | $9K |
| Key Capital Management, INC | 0.01% | Add +5.0% | 104 | $8K |
| S&T Bank | 0.00% | No change | 97 | $8K |
| Basepoint Wealth LLC | 0.00% | New | 88 | $7K |
| Marshall Investment Management, LLC | 0.00% | New | 78 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 62 | $5K |
| Lanark Financial, Inc. | 0.00% | New | 61 | $5K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +728.6% | 58 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 58 | $5K |
| Robinswood Financial LLC | 0.00% | New | 56 | $5K |
| Timmons Wealth Management, LLC | 0.00% | New | 46 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $4K |
| Eastern Bank | 0.00% | No change | 46 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +411.1% | 46 | $4K |
| Pacific Center for Financial Services | 0.00% | New | 43 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -44.6% | 41 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 40 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -99.7% | 40 | $3K |
| Glassman Wealth Services | 0.00% | No change | 36 | $3K |
| Networth Advisors, LLC | 0.00% | No change | 33 | $3K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 33 | $3K |
| Addison Advisors LLC | 0.00% | Add +170.0% | 27 | $2K |
| SHP Wealth Management | 0.00% | Reduce -87.8% | 22 | $2K |
| Security National Bank | 0.00% | New | 18 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 17 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $1K |
| Investors Research Corp | 0.00% | No change | 15 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 15 | $1K |
| NBT Bank, N.A. | 0.00% | Reduce -84.4% | 12 | $967 |
| Realta Investment Advisors | 0.00% | No change | 11 | $886 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $886 |
| Westfuller Advisors, LLC | 0.00% | Add +12.5% | 9 | $725 |
| Lodestone Wealth Management LLC | 0.00% | No change | 8 | $655 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 8 | $645 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.