Avantis Emerging Markets EqAVEMETF
13F holders, Q2 2026 (June 30)1,009holders +90
128new positions
39sold out
4famous investors
$96.24avg. 13F price*
At the end of Q2 2026, 1,009 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 90 from Q1 2026. 128 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($2.8B), Savant Capital, LLC ($1.8B) and Envestnet Asset Management Inc. ($1.6B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $347.1M |
| Exits | 39 | $72.6M |
All 13F filers, Q1 2026 → Q2 2026: 25,434,620 shares bought and 7,487,485 shares sold, net +17,947,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,009 holders
| Bank of America Corp. | 0.18% | Add +0.7% | 28,876,146 | $2.8B |
| Savant Capital, LLC | 5.42% | Add +1.7% | 19,140,381 | $1.8B |
| Envestnet Asset Management Inc. | 0.37% | Add +0.0% | 16,127,258 | $1.6B |
| Morgan Stanley | 0.06% | Add +40.8% | 11,245,817 | $1.1B |
| Mercer Global Advisors Inc. | 1.19% | Add +0.8% | 9,970,793 | $962.1M |
| Wells Fargo & Company | 0.13% | Add +8.5% | 7,883,606 | $760.7M |
| Ameriprise Financial Inc. | 0.12% | Add +17.6% | 6,148,703 | $592.3M |
| LPL Financial LLC | 0.13% | Add +25.2% | 5,901,982 | $569.5M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +8.4% | 5,376,383 | $518.8M |
| Jones Financial Companies LLLP | 0.20% | Add +25.4% | 5,346,733 | $504.7M |
| American Century Companies Inc. | 0.15% | Add +11.3% | 3,403,867 | $328.4M |
| Raymond James Financial Inc. | 0.07% | Add +33.6% | 2,773,603 | $267.6M |
| Bank of New York Mellon Corp | 0.04% | Add +409.1% | 2,693,268 | $259.9M |
| Cerity Partners LLC | 0.30% | Reduce -24.1% | 2,558,075 | $246.8M |
| Vantagepoint Investment Advisers LLC | 1.73% | Add +0.4% | 2,393,648 | $231.0M |
| Haverford Trust Co | 1.97% | Add +9.7% | 2,368,819 | $228.6M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -1.5% | 2,295,165 | $221.5M |
| Osaic Holdings, Inc. | 0.25% | Add +13.0% | 2,188,324 | $211.2M |
| MML Investors Services, LLC | 0.43% | Add +19.1% | 2,182,737 | $210.6M |
| Cetera Investment Advisers | 0.18% | Add +12.1% | 2,094,497 | $202.1M |
| Kestra Investment Management, LLC | 3.52% | Reduce -38.2% | 1,885,486 | $181.9M |
| HighTower Advisors, LLC | 0.17% | Reduce -2.8% | 1,824,994 | $176.1M |
| Focus Partners Wealth | 0.16% | Reduce -4.3% | 1,639,286 | $158.2M |
| Annex Advisory Services, LLC | 2.55% | Add +1.0% | 1,548,921 | $149.5M |
| Neuberger Berman Group LLC | 0.10% | Add +4.1% | 1,542,140 | $148.8M |
| Bokf, NA | 1.97% | Reduce -2.8% | 1,484,682 | $143.3M |
| Modern Wealth Management, LLC | 1.59% | Add +24.1% | 1,379,015 | $133.1M |
| OneDigital Investment Advisors LLC | 1.12% | Reduce -27.2% | 1,374,387 | $132.6M |
| Bank of Montreal | 0.05% | Add +21.1% | 1,286,150 | $124.1M |
| UBS Group AG | 0.02% | Add +14.6% | 1,273,939 | $122.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.8% | 1,232,831 | $117.2M |
| Harbour Investments, Inc. | 1.54% | Add +3.0% | 1,181,713 | $114.0M |
| Fifth Third Bancorp | 0.18% | Add +34.2% | 1,180,739 | $113.9M |
| Maseco LLP | 3.15% | Add +0.0% | 1,161,088 | $112.1M |
| Pure Financial Advisors, LLC | 1.39% | Reduce -7.8% | 1,125,157 | $108.6M |
| HB Wealth Management, LLC | 0.60% | Add +4.5% | 1,108,268 | $106.9M |
| Oak Root LLC | 11.45% | No change | 1,075,466 | $103.8M |
| Avantax Planning Partners, Inc. | 2.56% | Reduce -1.1% | 1,065,277 | $102.8M |
| Nicolet Bankshares Inc. | 3.22% | Reduce -0.7% | 1,058,365 | $101.2M |
| Gradient Investments LLC | 1.37% | Reduce -9.8% | 1,031,444 | $99.5M |
| Apella Capital, LLC | 1.31% | Add +3.9% | 997,148 | $92.3M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -2.4% | 937,777 | $90.5M |
| Great Valley Advisor Group, Inc. | 1.38% | Add +2.4% | 905,306 | $87.4M |
| Cresset Asset Management, LLC | 0.31% | Add +3.5% | 892,971 | $86.2M |
| Creative Planning | 0.05% | Reduce -3.0% | 891,693 | $86.0M |
| NewEdge Advisors, LLC | 0.25% | Add +249.7% | 871,190 | $84.1M |
| Midwest Trust Co | 0.95% | Add +13.3% | 870,014 | $83.9M |
| Parallel Advisors, LLC | 1.20% | Add +7.2% | 814,662 | $78.6M |
| Private Advisor Group, LLC | 0.36% | Add +61.6% | 807,051 | $77.9M |
| Farther Finance Advisors, LLC | 0.60% | Add +6.8% | 799,019 | $77.1M |
| Greenup Street Wealth Management LLC | 9.37% | Add +28.7% | 797,996 | $77.0M |
| Truist Financial Corp. | 0.09% | Add +10.3% | 796,366 | $76.8M |
| Summit Financial Strategies, Inc. | 5.32% | Reduce -5.3% | 785,029 | $75.7M |
| Bluespring Wealth Management, LLC | 1.46% | New | 784,880 | $75.7M |
| Prime Capital Investment Advisors, LLC | 0.70% | Reduce -0.7% | 750,726 | $72.4M |
| Mission Wealth Management, LP | 0.87% | Add +28.3% | 723,814 | $69.8M |
| Corient Private Wealth LP | 0.10% | Reduce -30.3% | 715,599 | $69.0M |
| Apollon Wealth Management, LLC | 0.83% | Add +38.3% | 709,099 | $68.4M |
| Focus Partners Advisor Solutions, LLC | 0.58% | Add +29.8% | 704,363 | $68.0M |
| FMR LLC | 0.00% | Add +2.8% | 683,105 | $65.9M |
| Atwood & Palmer Inc. | 3.47% | Add +0.5% | 674,517 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +23.7% | 669,305 | $64.6M |
| Jane Street Group, LLC | 0.04% | New | 650,000 | $62.7M |
| Falcon Wealth Planning | 3.86% | Add +5.4% | 632,978 | $61.1M |
| Rockwood Wealth Management, LLC | 3.83% | Add +15.0% | 627,972 | $60.6M |
| Park Avenue Securities LLC | 0.37% | Add +1.1% | 613,449 | $59.2M |
| Fragasso Financial Advisors Inc | 3.15% | Reduce -1.5% | 610,432 | $58.9M |
| Waddell & Associates, LLC | 2.71% | Reduce -0.5% | 567,849 | $54.8M |
| Beaird Harris Wealth Management, LLC | 3.35% | Reduce -3.1% | 554,738 | $53.5M |
| Robertson Stephens Wealth Management, LLC | 1.23% | Add +45.5% | 515,769 | $49.8M |
| Foster & Motley Inc. | 2.29% | Reduce -1.1% | 515,223 | $49.7M |
| Financial Plan, Inc. | 4.68% | Add +1.0% | 511,267 | $49.3M |
| Tarbox Family Office, Inc. | 7.00% | Reduce -1.9% | 506,746 | $48.9M |
| HighPoint Advisor Group LLC | 1.69% | Add +0.8% | 495,601 | $47.8M |
| Diversified Portfolios, Inc. | 3.42% | Reduce -15.4% | 488,339 | $47.1M |
| Morton Brown Family Wealth, LLC | 10.51% | Add +3.3% | 480,549 | $46.4M |
| Orion Porfolio Solutions, LLC | 0.34% | Reduce -5.9% | 461,703 | $44.5M |
| McLean Asset Management Corp | 5.79% | Reduce -0.5% | 489,332 | $43.8M |
| Bogart Wealth, LLC | 1.44% | Add +0.5% | 435,036 | $42.0M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -5.4% | 429,143 | $41.4M |
| Truepoint, Inc. | 0.86% | Reduce -6.2% | 427,119 | $41.2M |
| IHT Wealth Management, LLC | 0.87% | Reduce -8.8% | 421,788 | $40.7M |
| Arlington Financial Advisors, LLC | 4.94% | Reduce -2.0% | 402,768 | $38.9M |
| West Paces Advisors Inc. | 6.49% | Reduce -2.3% | 401,179 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +33.2% | 403,568 | $38.0M |
| Ritter Daniher Financial Advisory LLC / DE | 5.71% | Reduce -2.6% | 388,904 | $37.5M |
| Versant Capital Management, Inc | 3.21% | Reduce -2.5% | 371,481 | $35.8M |
| Amplius Wealth Advisors, LLC | 2.57% | Reduce -6.2% | 362,842 | $35.0M |
| Simplicity Wealth,LLC | 1.17% | Add +25.9% | 358,301 | $34.6M |
| Bridgewater Advisors Inc. | 1.87% | Add +348.4% | 381,114 | $34.4M |
| Compound Planning, Inc. | 0.89% | Reduce -3.9% | 353,788 | $34.1M |
| GW Henssler & Associates Ltd. | 1.51% | Add +1.5% | 351,549 | $33.9M |
| Quantum Financial Advisors, LLC | 3.30% | Reduce -2.1% | 345,315 | $33.3M |
| JRM Investment Counsel, LLC | 7.94% | Add +0.3% | 337,757 | $32.6M |
| SC&H Financial Advisors, Inc. | 4.25% | Add +3.7% | 332,081 | $32.0M |
| EP Wealth Advisors, LLC | 0.12% | Add +349.0% | 331,094 | $31.9M |
| ACT Advisors, LLC. | 10.33% | Add +4.5% | 321,927 | $31.1M |
| Cannon Financial Strategists, Inc. | 3.53% | Reduce -4.2% | 321,733 | $31.0M |
| Summit Financial, LLC | 0.32% | Reduce -5.4% | 304,353 | $29.4M |
| Copper Harbor Investment Advisors, LLC | 6.08% | — | 297,746 | $28.7M |
| HORAN Wealth, LLC | 3.52% | Add +67.1% | 291,832 | $28.2M |
| High Probability Advisors, LLC | 2.99% | Add +5.3% | 289,841 | $28.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +15.2% | 289,536 | $27.9M |
| Aptus Capital Advisors, LLC | 0.20% | Add +16.8% | 289,426 | $27.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.8% | 288,955 | $27.9M |
| Jackson Thornton Wealth Management, LLC | 2.20% | Reduce -0.8% | 287,748 | $27.8M |
| Arax Advisory Partners | 0.18% | Add +1162.5% | 287,031 | $27.7M |
| VeraBank, N.A. | 4.50% | Add +2.7% | 282,048 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.8% | 279,704 | $27.0M |
| CGN Advisors LLC | 1.93% | Add +7.8% | 274,549 | $26.5M |
| JSF Financial, LLC | 4.19% | Add +381.6% | 269,566 | $26.0M |
| Madison Asset Management, LLC | 0.31% | Add +645.0% | 266,533 | $25.7M |
| Sunburst Financial Group, LLC | 4.28% | Add +17.2% | 265,413 | $25.6M |
| Armstrong, Fleming & Moore, Inc | 8.41% | Reduce -0.0% | 263,045 | $25.4M |
| HUB Investment Partners, LLC | 0.47% | Add +3.8% | 262,938 | $25.4M |
| WCG Wealth Advisors LLC | 0.60% | Add +1.4% | 260,666 | $25.2M |
| Correct Capital Wealth Management | 4.33% | Reduce -6.2% | 260,375 | $25.1M |
| B&D White Capital Company, LLC | 2.50% | Add +0.5% | 259,850 | $25.1M |
| MassMutual Private Wealth & Trust, FSB | 0.64% | Add +1.2% | 257,808 | $24.9M |
| Fonville Wealth Management LLC | 3.99% | Add +6.6% | 253,280 | $24.4M |
| Retirement Financial Solutions, LLC | 5.89% | Add +71.9% | 248,491 | $24.0M |
| Concord Wealth Partners | 2.74% | Reduce -0.1% | 247,850 | $23.9M |
| REAP Financial Group, LLC | 4.08% | Add +7.7% | 247,562 | $23.9M |
| Convergence Financial, LLC | 1.90% | Add +1874.3% | 247,021 | $23.8M |
| Ullmann Wealth Partners Group, LLC | 2.10% | Add +13.0% | 239,755 | $23.1M |
| Marietta Wealth Management, LLC | 2.38% | Reduce -0.6% | 239,063 | $23.1M |
| Natixis Advisors, LLC | 0.03% | Add +59.1% | 238,063 | $23.0M |
| Alpha Financial Advisors, LLC | 6.40% | Add +1.3% | 237,632 | $22.9M |
| Walkner Condon Financial Advisors LLC | 2.61% | Add +3.5% | 234,831 | $22.7M |
| Concord Asset Management, LLC | 3.49% | Reduce -2.1% | 233,739 | $22.6M |
| Foundations Investment Advisors, LLC | 0.23% | Add +5.3% | 229,497 | $22.1M |
| TCI Wealth Advisors, Inc. | 0.96% | Reduce -2.1% | 229,475 | $22.1M |
| Cooper Financial Group | 1.83% | Add +118.5% | 227,971 | $22.0M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +13.4% | 224,982 | $21.7M |
| Allen Capital Group, LLC | 1.76% | Add +1.3% | 223,034 | $21.5M |
| Equitable Holdings, Inc. | 0.13% | Add +89.1% | 222,716 | $21.5M |
| Pasadena Private Wealth, LLC | 2.75% | Reduce -2.8% | 222,072 | $21.4M |
| Caliber Wealth Management, LLC / KS | 2.06% | Add +1.7% | 221,589 | $21.4M |
| Allworth Financial LP | 0.09% | Add +24.6% | 215,808 | $20.8M |
| &partners | 0.09% | Add +11.0% | 213,555 | $20.7M |
| Buttonwood Financial Group, LLC | 11.66% | Reduce -15.1% | 211,484 | $20.4M |
| BSW Wealth Partners | 2.26% | Add +2.1% | 210,863 | $20.3M |
| WJ Interests, LLC | 7.82% | Reduce -18.6% | 210,237 | $20.3M |
| Werba Rubin Papier Wealth Management | 2.46% | Add +6.2% | 209,840 | $20.2M |
| Atlantic Union Bankshares Corp | 0.34% | Add +40548.1% | 209,744 | $20.2M |
| WealthPlan Investment Management, LLC | 0.98% | Reduce -3.3% | 205,128 | $19.8M |
| Capital Analysts, LLC | 0.46% | Add +8.4% | 205,091 | $19.8M |
| Financial Strategies Group, Inc. | 3.15% | New | 215,692 | $19.8M |
| Venturi Wealth Management, LLC | 0.75% | Reduce -0.7% | 202,202 | $19.5M |
| Waverly Advisors, LLC | 0.11% | Add +1.1% | 201,204 | $19.4M |
| Mfa Wealth Advisors, LLC | 3.31% | Reduce -2.7% | 201,153 | $19.4M |
| Syntegra Private Wealth Group, LLC | 1.50% | Add +5.7% | 200,559 | $19.4M |
| Intergy Private Wealth, LLC | 4.45% | New | 199,827 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +46.4% | 193,468 | $18.7M |
| Opus Capital Group, LLC | 1.79% | Add +0.7% | 191,970 | $18.5M |
| Plancorp, LLC | 0.44% | Reduce -0.3% | 198,641 | $18.1M |
| SJS Investment Consulting Inc. | 1.96% | Add +6.1% | 186,638 | $18.0M |
| Aire Advisors, LLC | 2.93% | Reduce -0.1% | 186,412 | $18.0M |
| Libra Wealth LLC | 4.58% | Reduce -3.2% | 185,718 | $17.9M |
| Websterrogers Financial Advisors, LLC | 4.55% | Reduce -7.0% | 184,217 | $17.8M |
| Exchange Traded Concepts, LLC | 0.09% | Add +18.8% | 182,690 | $17.6M |
| Modera Wealth Management, LLC | 0.19% | Add +1.5% | 181,000 | $17.5M |
| Kavar Capital Partners Group, LLC | 2.15% | Add +2.9% | 180,897 | $17.5M |
| Fortress Financial Group, LLC | 8.65% | Add +6081.6% | 179,514 | $17.3M |
| Triad Wealth Partners, LLC | 1.02% | Add +5921.7% | 190,829 | $17.2M |
| Blue Edge Capital, LLC | 2.07% | Add +24.4% | 178,396 | $17.2M |
| Evelyn Partners Group Ltd | 0.30% | — | 178,307 | $17.2M |
| Berger Financial Group, Inc | 0.87% | Reduce -1.3% | 177,096 | $17.1M |
| Valued Wealth Advisors LLC | 6.20% | Reduce -4.1% | 176,723 | $17.1M |
| ERn Financial, LLC | 2.74% | Reduce -0.7% | 171,570 | $16.6M |
| Burton Enright Welch | 1.94% | Reduce -6.9% | 171,345 | $16.5M |
| Advisor OS, LLC | 1.10% | Add +35.9% | 170,054 | $16.4M |
| Symphony Financial, Ltd. Co. | 1.77% | Add +9.1% | 169,802 | $16.2M |
| Three Arch Wealth Management LLC | 2.44% | Add +7.8% | 164,994 | $15.9M |
| ABLE Financial Group, LLC | 2.58% | Add +13.0% | 159,052 | $15.3M |
| Hill Investment Group Partners, LLC | 1.56% | Reduce -4.5% | 158,896 | $15.3M |
| Grand Wealth Management, LLC | 6.36% | Add +2.4% | 158,136 | $15.3M |
| Mariner, LLC | 0.02% | Reduce -55.0% | 157,812 | $15.2M |
| Cahill Financial Advisors Inc. | 1.46% | Add +4.3% | 157,737 | $15.2M |
| Cardiff Park Advisors, LLC | 1.18% | Add +0.4% | 157,070 | $15.2M |
| Team Hewins, LLC | 4.11% | Reduce -5.1% | 155,688 | $15.0M |
| Indivisible Partners | 0.85% | Reduce -0.2% | 155,149 | $15.0M |
| Define Financial, LLC | 6.83% | Add +1.9% | 154,063 | $14.9M |
| Riverpoint Wealth Management Holdings, LLC | 2.73% | Add +349.4% | 153,774 | $14.8M |
| Fiduciary Financial Advisors | 1.50% | Add +170.6% | 153,472 | $14.8M |
| Destiny Wealth Partners, LLC | 2.09% | Reduce -5.6% | 165,221 | $14.8M |
| Fidelis Capital Partners, LLC | 0.84% | Add +12.1% | 152,069 | $14.7M |
| True North Advisors, LLC | 1.40% | Add +44.6% | 151,215 | $14.6M |
| CreativeOne Wealth, LLC | 0.31% | Reduce -57.3% | 150,123 | $14.5M |
| Fort Vancouver Investment Management, LLC | 6.75% | Reduce -9.4% | 149,838 | $14.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +155.2% | 149,160 | $14.4M |
| MAI Capital Management | 0.05% | Add +65.8% | 147,694 | $14.3M |
| Higgins & Schmidt Wealth Strategies LLC | 5.85% | Reduce -0.7% | 146,977 | $14.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +741.0% | 146,171 | $14.1M |
| Baird Financial Group, Inc. | 0.02% | Add +135.1% | 146,030 | $14.1M |
| Mason & Associates Inc | 2.21% | Add +1.4% | 141,979 | $13.7M |
| Verum Partners LLC | 2.06% | Add +9.2% | 141,563 | $13.7M |
| Prosperity Planning, Inc. | 4.33% | Reduce -0.6% | 139,840 | $13.5M |
| World Investment Advisors | 0.22% | Add +0.7% | 166,725 | $13.5M |
| Visionary Horizons, LLC | 5.61% | Add +18.5% | 139,011 | $13.4M |
| Certified Advisory Corp | 1.08% | Add +5.3% | 138,233 | $13.3M |
| Echo Wealth Management, LLC | 6.79% | Add +2.2% | 137,979 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +6.3% | 135,938 | $13.1M |
| Great Diamond Partners, LLC | 2.21% | Add +1.1% | 133,492 | $12.9M |
| Choice Wealth Advisors LLC | 4.52% | Reduce -4.2% | 133,375 | $12.9M |
| 55 North Private Wealth, LLC | 2.50% | Add +18.9% | 131,634 | $12.7M |
| Invenio Wealth Partners LLC | 4.54% | Add +0.4% | 131,477 | $12.7M |
| Freedom Financial Partners LLC | 4.13% | Reduce -0.9% | 131,382 | $12.7M |
| Saxon Interests, Inc. | 3.46% | New | 129,969 | $12.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.05% | Reduce -1.9% | 129,783 | $12.5M |
| Northwest Wealth Management, LLC | 1.64% | Reduce -3.5% | 128,697 | $12.4M |
| AQR Capital Management | 0.00% | Add +20.4% | 128,235 | $12.4M |
| Hamilton Point Investment Advisors, LLC | 1.73% | Add +6.2% | 127,415 | $12.3M |
| Boyum Wealth Architects LLC | 4.89% | Reduce -1.1% | 135,017 | $12.3M |
| Oak Wealth Advisors LLC | 5.87% | Add +0.6% | 126,760 | $12.2M |
| Legacy CG, LLC | 3.12% | Add +29.6% | 126,193 | $12.2M |
| Shotwell Rutter Baer Inc | 6.62% | Reduce -4.0% | 125,042 | $12.1M |
| Buck Wealth Strategies, LLC | 1.26% | Add +0.7% | 124,477 | $12.0M |
| Brickley Wealth Management | 1.70% | New | 122,618 | $11.8M |
| Tortoise Investment Management, LLC | 0.87% | Reduce -1.8% | 121,127 | $11.7M |
| Torren Management, LLC | 5.93% | Reduce -4.2% | 120,933 | $11.7M |
| MJP Associates Inc. | 1.23% | Add +0.2% | 116,393 | $11.2M |
| Highland Financial Advisors, LLC | 2.46% | Add +10.1% | 115,763 | $11.2M |
| Dunhill Financial, LLC | 2.28% | Add +4.7% | 116,420 | $11.2M |
| Stewardship Advisors, LLC | 2.30% | Reduce -42.7% | 114,918 | $11.1M |
| Pacific Life Fund Advisors LLC | 1.20% | Add +1.8% | 112,790 | $10.9M |
| Cornerstone Wealth Group, LLC | 0.64% | Add +5.2% | 111,548 | $10.8M |
| D'Orazio & Associates, Inc. | 1.24% | Add +19.8% | 111,228 | $10.7M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -1.0% | 109,953 | $10.6M |
| Elevation Wealth Partners, LLC | 3.16% | Add +3.1% | 109,366 | $10.6M |
| Curio Wealth, LLC | 3.26% | Add +6.1% | 108,998 | $10.5M |
| Axxcess Wealth Management, LLC | 0.16% | New | 106,236 | $10.3M |
| AllGen Financial Advisors, Inc. | 2.22% | Add +1.7% | 105,563 | $10.2M |
| First Hawaiian Bank | 1.29% | Reduce -0.5% | 105,450 | $10.2M |
| CENTRAL TRUST Co | 0.18% | Add +6.7% | 104,991 | $10.1M |
| BetterWealth, LLC | 1.79% | Reduce -4.1% | 104,621 | $10.1M |
| Nottingham Advisors, Inc. | 1.19% | Reduce -10.3% | 110,278 | $9.9M |
| WMG Financial Advisors, LLC | 3.74% | Add +0.3% | 102,989 | $9.9M |
| Collective Family Office LLC | 2.01% | Reduce -1.9% | 102,043 | $9.8M |
| ShoreHaven Wealth Partners, LLC | 3.09% | Reduce -23.1% | 101,935 | $9.8M |
| MN Wealth Advisors, LLC | 4.16% | Add +9.6% | 101,253 | $9.8M |
| Pacific Excel Wealth Advisors, Inc. | 3.78% | Add +1268.5% | 101,232 | $9.8M |
| Heritage Family Offices, LLP | 3.77% | Add +41.6% | 101,232 | $9.8M |
| Integrated Wealthcare, LLC | 7.29% | Reduce -1.3% | 101,130 | $9.8M |
| Red Lighthouse Investment Management, LLC | 2.89% | Reduce -0.1% | 100,385 | $9.7M |
| GeoWealth Management, LLC | 0.30% | Add +16.9% | 100,109 | $9.7M |
| Hudson Capital Management LLC | 2.34% | Reduce -1.7% | 97,429 | $9.4M |
| Disciplina Capital Management LLC | 0.97% | Reduce -7.7% | 97,396 | $9.4M |
| Passive Capital Management, LLC. | 2.94% | Add +0.4% | 121,950 | $9.4M |
| 46 Peaks LLC | 5.86% | Add +50.9% | 96,568 | $9.3M |
| Align Financial, LLC | 4.57% | Add +2.4% | 95,422 | $9.2M |
| D L Carlson Investment Group Inc. | 1.45% | Add +0.3% | 94,654 | $9.1M |
| Collaborative Wealth Managment Inc. | 3.84% | Reduce -6.8% | 94,555 | $9.1M |
| Merit Financial Group, LLC | 0.06% | Add +2.4% | 94,385 | $9.1M |
| Cypress Point Wealth Management, LLC | 1.84% | Reduce -2.8% | 93,841 | $9.1M |
| Quantinno Capital Management LP | 0.01% | Add +13.2% | 93,602 | $9.0M |
| Tull Financial Group, Inc. | 3.51% | New | 92,845 | $9.0M |
| Haven Private, LLC | 3.40% | Reduce -0.7% | 92,606 | $8.9M |
| Financial Futures Ltd Liability Co. | 3.39% | Reduce -1.1% | 92,288 | $8.9M |
| Strategic Blueprint, LLC | 0.44% | Reduce -3.8% | 92,172 | $8.9M |
| Chris Bulman Inc | 3.24% | Add +17.0% | 91,934 | $8.9M |
| Avant Financial Advisors LLC | 5.49% | Add +5.9% | 91,426 | $8.8M |
| Horst & Graben Wealth Management LLC | 1.16% | Reduce -39.4% | 94,053 | $8.8M |
| Acima Private Wealth, LLC | 2.55% | Reduce -7.4% | 91,106 | $8.8M |
| Silver Oak Wealth Advisors Services, LLC | 5.26% | Reduce -8.0% | 91,105 | $8.8M |
| Simon Quick Advisors, LLC | 0.35% | New | 90,334 | $8.7M |
| Henderson Brothers Financial Partners, LLC | 4.11% | Reduce -49.0% | 90,062 | $8.7M |
| Jefferies Financial Group Inc. | 0.08% | New | 89,651 | $8.7M |
| Dopkins Wealth Management, LLC | 3.11% | Reduce -0.3% | 88,695 | $8.6M |
| Kings Path Partners LLC | 2.26% | Add +18.8% | 88,015 | $8.5M |
| Flagstone Financial Management | 1.90% | Reduce -4.4% | 88,013 | $8.5M |
| Broadway Wealth Solutions, Inc. | 3.91% | Add +0.7% | 86,728 | $8.4M |
| Croban | 3.65% | Reduce -1.8% | 85,868 | $8.3M |
| Wealth Alliance, LLC | 0.69% | Add +73.9% | 84,846 | $8.2M |
| REDW Wealth LLC | 2.91% | Add +3.6% | 84,108 | $8.1M |
| Midwestern Financial, LLC | 5.62% | Reduce -0.7% | 83,210 | $8.0M |
| Sylvest Advisors, LLC | 3.62% | Add +0.8% | 83,114 | $8.0M |
| Gateway Wealth Partners, LLC | 0.48% | Reduce -48.6% | 82,450 | $8.0M |
| Arete Wealth Advisors, LLC | 0.52% | Add +64.4% | 81,833 | $7.9M |
| Greenspring Advisors, LLC | 0.44% | Reduce -0.7% | 81,750 | $7.9M |
| Independence Bank of Kentucky | 0.88% | Add +39.3% | 81,226 | $7.8M |
| Magnolia Private Wealth, LLC | 4.29% | Add +0.7% | 211,955 | $7.8M |
| Trace Wealth Advisors, LLC | 5.10% | Add +2.5% | 80,713 | $7.8M |
| Stephens Inc. | 0.09% | Reduce -1.6% | 80,585 | $7.8M |
| Trellis Wealth Advisors LLC | 2.67% | Add +0.5% | 80,537 | $7.8M |
| Telos Capital Management, Inc. | 0.68% | Reduce -1.1% | 80,020 | $7.7M |
| Summit Wealth Partners, LLC | 1.10% | Add +1.7% | 80,010 | $7.7M |
| EnRich Financial Partners LLC | 1.82% | Reduce -0.4% | 79,476 | $7.7M |
| Brookstone Capital Management | 0.08% | Add +13.9% | 79,148 | $7.6M |
| Riversedge Advisors, LLC | 1.01% | Reduce -4.5% | 79,048 | $7.6M |
| LexAurum Advisors, LLC | 0.88% | Reduce -6.2% | 78,812 | $7.6M |
| Grove Bank & Trust | 0.75% | Add +1.5% | 78,354 | $7.6M |
| Objectivity Squared, LLC | 4.21% | Add +0.0% | 77,497 | $7.5M |
| Awm Capital, LLC | 0.60% | Reduce -0.3% | 77,461 | $7.5M |
| Savvy Advisors, Inc. | 0.16% | Add +17.6% | 77,440 | $7.5M |
| Ewa, LLC | 1.36% | Reduce -34.5% | 77,426 | $7.5M |
| Harbor Group, Inc. | 0.87% | Add +19.3% | 77,026 | $7.4M |
| Cherry Tree Wealth Management, LLC | 1.39% | Add +4.3% | 76,432 | $7.4M |
| Gainline Financial Partners, LLC | 6.88% | — | 76,374 | $7.4M |
| Physician Wealth Solutions Inc. | 2.78% | Reduce -1.5% | 75,871 | $7.3M |
| WealthPLAN Partners, LLC | 1.39% | Reduce -17.3% | 75,382 | $7.3M |
| Wilkerson Advisory Group LLC | 2.23% | Reduce -2.9% | 75,280 | $7.3M |
| Stonebrook Private Inc. | 1.32% | Reduce -31.0% | 74,761 | $7.2M |
| Mraz, Amerine & Associates, Inc. | 1.03% | Reduce -3.0% | 74,352 | $7.2M |
| Stonehearth Capital Management, LLC | 2.45% | Add +0.7% | 74,278 | $7.2M |
| Larson Financial Group LLC | 0.19% | Reduce -53.8% | 74,040 | $7.1M |
| One Wealth Advisors, LLC | 0.78% | Reduce -40.8% | 73,654 | $7.1M |
| Invariant Investment Management | 4.17% | Reduce -49.8% | 74,538 | $7.1M |
| Waterfront Wealth Inc. | 1.10% | Add +5.9% | 75,289 | $7.1M |
| HTG Investment Advisors, Inc. | 1.82% | Reduce -4.4% | 73,443 | $7.1M |
| Signature Resources Capital Management, LLC | 2.79% | Add +11.3% | 73,282 | $7.1M |
| White Pine Investment CO | 1.49% | Add +4.1% | 72,436 | $7.0M |
| Richmond Investment Services, LLC | 2.21% | Reduce -47.3% | 72,414 | $7.0M |
| Atlanta Consulting Group Advisors, LLC | 1.11% | Add +38.6% | 72,383 | $7.0M |
| Fortitude Family Office, LLC | 1.36% | Reduce -8.2% | 72,265 | $7.0M |
| PW Advisors, LLC \ FL | 4.65% | Add +1.4% | 72,212 | $7.0M |
| Glenview Trust Co | 0.10% | Add +17.6% | 71,656 | $6.9M |
| IAG Wealth Partners, LLC | 0.68% | Add +3.3% | 71,443 | $6.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +37.9% | 70,916 | $6.8M |
| Kintra Wealth, LLC | 0.36% | New | 72,886 | $6.8M |
| Vertex Planning Partners, LLC | 0.98% | Add +8.3% | 68,202 | $6.6M |
| Marks Group Wealth Management, Inc | 0.57% | Add +112.9% | 68,002 | $6.6M |
| Wedmont Private Capital | 0.18% | Add +40.8% | 69,313 | $6.5M |
| Global Strategic Investment Solutions, LLC | 0.58% | Reduce -2.8% | 67,573 | $6.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.1% | 67,052 | $6.5M |
| Defined Wealth Management, LLC | 3.32% | New | 66,910 | $6.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.72% | Add +5.6% | 66,588 | $6.4M |
| Level Financial Advisors | 1.43% | Reduce -1.6% | 66,122 | $6.4M |
| Systelligence, LLC | 1.05% | Reduce -11.2% | 65,309 | $6.3M |
| Integrity Investment Advisors, LLC | 2.73% | Add +93.9% | 65,078 | $6.3M |
| Bellecapital International Ltd. | 1.00% | No change | 64,859 | $6.3M |
| Financial Symmetry Inc | 2.07% | Reduce -1.7% | 64,367 | $6.2M |
| Sax Wealth Advisors, LLC | 0.25% | Add +368.6% | 76,814 | $6.2M |
| Capasso Planning Partners LLC | 3.07% | Reduce -2.5% | 63,709 | $6.1M |
| Great Point Wealth Advisors, LLC | 0.99% | Reduce -5.0% | 63,612 | $6.1M |
| Koshinski Asset Management, Inc. | 0.32% | New | 62,019 | $6.0M |
| Breakwater Capital Group | 0.72% | Add +7.0% | 61,865 | $6.0M |
| Private Wealth Asset Management, LLC | 0.57% | Add +106.8% | 59,875 | $5.9M |
| Kelman-Lazarov, Inc. | 0.77% | Reduce -8.8% | 61,225 | $5.9M |
| Frankly Finances, LLC | 4.66% | Add +7.2% | 61,125 | $5.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.6% | 60,801 | $5.9M |
| Arq Wealth Advisors, LLC | 0.73% | Add +15.6% | 64,041 | $5.9M |
| Andrews Advisory Associates, LLC | 2.81% | Add +10.4% | 60,621 | $5.8M |
| CoreCap Advisors, LLC | 0.17% | Add +13.7% | 60,566 | $5.8M |
| Sterneck Capital Management, LLC | 2.48% | Add +3.6% | 60,107 | $5.8M |
| NorthStar Asset Management LLC | 1.24% | Add +18.2% | 60,075 | $5.8M |
| Burk Holdings LLC | 2.12% | Add +17.1% | 59,531 | $5.7M |
| AE Wealth Management LLC | 0.03% | Reduce -23.7% | 59,454 | $5.7M |
| Bauman Advisory Group, LLC | 3.04% | Add +124.4% | 59,424 | $5.7M |
| Lakeridge Wealth Management LLC | 2.10% | Reduce -21.4% | 59,352 | $5.7M |
| Peak Asset Management, LLC | 0.82% | Reduce -0.2% | 57,979 | $5.6M |
| Chicago Partners Investment Group LLC | 0.11% | Add +1.2% | 61,044 | $5.6M |
| BWM Planning, LLC | 1.29% | Add +7.1% | 57,500 | $5.5M |
| Commerce Bank | 0.02% | Add +14.6% | 57,495 | $5.5M |
| Coign Capital Advisors LLC | 2.49% | New | 57,362 | $5.5M |
| Lifestyle Asset Management, Inc. | 1.48% | Add +1.7% | 57,235 | $5.5M |
| Canvas Wealth Advisors, LLC | 0.77% | Reduce -2.3% | 57,073 | $5.5M |
| XY Planning Network, Inc. | 0.69% | Add +53.4% | 56,733 | $5.5M |
| CAP Partners, LLC | 2.67% | Add +78.1% | 56,503 | $5.5M |
| Apollon Financial, LLC | 0.64% | Add +11.8% | 56,088 | $5.4M |
| CFS Investment Advisory Services, LLC | 0.36% | Reduce -43.5% | 58,386 | $5.4M |
| JNBA Financial Advisors | 0.41% | Reduce -1.3% | 55,779 | $5.4M |
| Activest Wealth Management | 1.03% | Reduce -14.2% | 55,350 | $5.3M |
| Sensenig Capital Advisors, Inc | 4.89% | Add +521.3% | 55,342 | $5.3M |
| Ferguson Johnson Wealth Management Inc | 3.85% | Add +2.0% | 54,727 | $5.3M |
| Apeiron RIA LLC | 1.35% | Reduce -7.6% | 54,436 | $5.3M |
| Greenwood Capital Associates LLC | 0.51% | Reduce -6.6% | 54,359 | $5.2M |
| WealthCollab, LLC | 1.90% | Add +1.4% | 54,352 | $5.2M |
| Altar Rock LLC | 7.47% | Add +0.4% | 52,998 | $5.1M |
| Advisory Services Network, LLC | 0.06% | Add +11.7% | 52,667 | $5.1M |
| Diversify Advisory Services, LLC | 0.09% | New | 56,604 | $5.1M |
| Diversify Wealth Management, LLC | 0.09% | Add +17.0% | 56,604 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +9.7% | 52,426 | $5.1M |
| Assetmark, Inc. | 0.01% | Reduce -33.2% | 52,338 | $5.1M |
| Advyzon Investment Management, LLC | 0.36% | Add +34.6% | 51,737 | $5.0M |
| Annandale Capital, LLC | 0.74% | Reduce -9.7% | 51,594 | $5.0M |
| Kilner Capital Advisors, LLC | 4.25% | Reduce -7.7% | 52,001 | $5.0M |
| WorthPointe, LLC | 1.24% | Add +7.1% | 51,214 | $4.9M |
| Tudor Investment Corporation | 0.02% | Add +315.9% | 51,037 | $4.9M |
| Factor Wealth Management LTD | 0.74% | Reduce -2.2% | 50,845 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +6.3% | 50,648 | $4.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.0% | 49,908 | $4.8M |
| Poinciana Advisors Group, LLC | 3.55% | Reduce -8.7% | 45,405 | $4.8M |
| Brown Financial Advisors | 1.66% | Reduce -13.2% | 49,149 | $4.7M |
| EverSource Wealth Advisors, LLC | 0.16% | Reduce -19.8% | 49,052 | $4.7M |
| First National Trust Co | 0.16% | Add +3.8% | 48,988 | $4.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.70% | Add +45.6% | 48,741 | $4.7M |
| Retirement Guys Formula LLC | 1.75% | Reduce -0.2% | 48,125 | $4.6M |
| Cary Street Partners Financial LLC | 0.10% | New | 47,683 | $4.6M |
| Sentinel Pension Advisors, LLC | 0.60% | Add +4.8% | 51,244 | $4.6M |
| Koesten, Hirschmann & Crabtree, INC. | 1.90% | Add +32.3% | 47,256 | $4.6M |
| CoreFirst Bank & Trust | 2.26% | Reduce -3.4% | 47,124 | $4.5M |
| Adelphi Trust Co | 3.02% | Add +22.8% | 47,088 | $4.5M |
| Verus Wealth Management, LLC | 3.72% | Add +4.0% | 46,832 | $4.5M |
| Tandemgrowth Financial Advisors LLC | 3.69% | Add +5.4% | 46,823 | $4.5M |
| Armbruster Capital Management, Inc. | 0.66% | Reduce -10.3% | 45,733 | $4.4M |
| Tillman Hartley LLC | 0.98% | Add +8.2% | 45,197 | $4.4M |
| Global Retirement Partners, LLC | 0.07% | — | 44,418 | $4.3M |
| Sunpointe, LLC | 1.22% | Add +33.8% | 44,348 | $4.3M |
| Sonoma Allocations LLC | 1.30% | Add +98.6% | 44,545 | $4.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +285.5% | 42,595 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +15.9% | 42,356 | $4.1M |
| AlphaCore Capital LLC | 0.07% | Add +2.3% | 42,006 | $4.1M |
| Mayflower Financial Advisors, LLC | 0.35% | Reduce -31.6% | 41,808 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.5% | 41,582 | $4.0M |
| Family Office Research LLC | 1.50% | Add +1.0% | 41,477 | $4.0M |
| Arwa LLC | 1.66% | Add +6.8% | 44,148 | $4.0M |
| Base Wealth Management LLC | 1.85% | New | 41,320 | $4.0M |
| Arcadia Wealth Management, Inc. | 1.90% | Reduce -2.1% | 41,291 | $4.0M |
| GFG Capital, LLC | 1.09% | New | 41,204 | $4.0M |
| Paladin Wealth, LLC | 2.28% | Reduce -3.0% | 40,542 | $3.9M |
| Mutual Advisors, LLC | 0.07% | Add +12.5% | 40,522 | $3.9M |
| 3 Factor Indexing, LLC | 3.27% | Reduce -3.3% | 40,030 | $3.9M |
| LaSalle St. Investment Advisors, LLC | 0.47% | Add +808.4% | 40,014 | $3.9M |
| Elyxium Wealth, LLC | 0.41% | Add +36.3% | 40,010 | $3.9M |
| Brady Martz Wealth Solutions, LLC | 0.58% | Reduce -0.0% | 39,655 | $3.8M |
| Planwiser Financial, LLC | 2.65% | Add +356.4% | 39,579 | $3.8M |
| Centennial Wealth Advisory LLC | 0.82% | Reduce -0.2% | 39,256 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | New | 39,067 | $3.8M |
| IMA Advisory Services, Inc. | 0.24% | Add +4.2% | 39,023 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | New | 39,019 | $3.8M |
| Visionary Wealth Advisors | 0.15% | Add +790.6% | 38,671 | $3.7M |
| Wedbush Securities Inc. | 0.10% | Add +5.4% | 38,490 | $3.7M |
| Maimon Wealth Management LTD. | 2.84% | Add +3.4% | 38,157 | $3.7M |
| Intentional Wealth Strategies, LLC | 3.44% | Reduce -41.6% | 38,071 | $3.7M |
| McCartney Wealth Management LLC | 2.77% | Reduce -0.0% | 37,863 | $3.7M |
| Acorn Creek Capital LLC | 1.21% | Add +1.1% | 37,492 | $3.6M |
| Kraft, Davis & Associates, LLC | 0.75% | Add +12.2% | 38,708 | $3.6M |
| Town Capital LLC | 2.27% | Reduce -37.4% | 37,160 | $3.6M |
| Maia Wealth LLC | 0.53% | Reduce -10.6% | 36,974 | $3.6M |
| Daviman Financial, LLC | 1.96% | Reduce -26.5% | 36,791 | $3.5M |
| Rainier Family Wealth Inc. | 1.99% | Add +10.1% | 36,219 | $3.5M |
| Hobbs Wealth Management, LLC | 2.95% | Reduce -28.6% | 36,215 | $3.5M |
| Nuveen, LLC | 0.00% | New | 36,032 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 2.97% | Add +26.4% | 35,980 | $3.5M |
| Sprinkle Financial Consultants LLC | 1.34% | Add +3.7% | 35,441 | $3.4M |
| Kovack Advisors, Inc. | 0.16% | New | 35,740 | $3.3M |
| Navigoe, LLC | 1.75% | Add +2.4% | 34,645 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +29.0% | 34,493 | $3.3M |
| Prosperity Consulting Group, LLC | 0.12% | Add +2.4% | 33,845 | $3.3M |
| Ariadne Wealth Management, LP | 1.44% | Add +1.5% | 33,693 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Add +353.5% | 33,450 | $3.2M |
| Aurelius Family Office LLC | 1.26% | Reduce -0.6% | 33,274 | $3.2M |
| Keb Asset Management, LLC | 0.52% | Add +25.6% | 33,273 | $3.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 33,162 | $3.2M |
| IFP Advisors, Inc | 0.06% | Add +11.8% | 33,014 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +28.0% | 32,954 | $3.2M |
| Philip James Wealth Mangement, LLC | 0.37% | Reduce -4.4% | 32,753 | $3.2M |
| Betterment LLC | 0.01% | Add +0.8% | 32,429 | $3.1M |
| Nwam LLC | 0.15% | Add +3.9% | 32,003 | $3.1M |
| Ascension Capital Advisors, Inc. | 0.87% | New | 31,997 | $3.1M |
| Smith, Moore & Co. | 0.20% | Add +878.8% | 31,889 | $3.1M |
| M1 Capital Management LLC | 1.13% | Reduce -32.1% | 31,796 | $3.1M |
| Wheels Up Wealth, Inc. | 2.58% | Reduce -4.3% | 31,563 | $3.0M |
| Equita Financial Network, Inc. | 0.84% | Add +0.1% | 31,362 | $3.0M |
| Stone Summit Wealth LLC | 0.76% | Reduce -1.2% | 31,190 | $3.0M |
| William John Sempolinski | 1.21% | Add +41.0% | 30,993 | $3.0M |
| Quarry Hill Advisors, LLC | 1.15% | Reduce -1.1% | 30,923 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.9% | 30,820 | $3.0M |
| Lifelong Wealth Advisors, Inc. | 0.70% | Reduce -23.2% | 30,584 | $3.0M |
| Western Reserve Capital Management, LLC | 2.16% | Add +3.2% | 30,130 | $2.9M |
| Shore Point Advisors, LLC | 0.99% | Add +11.9% | 90,353 | $2.9M |
| Prospect Financial Group LLC | 2.32% | Add +4.2% | 29,892 | $2.9M |
| Leading Edge Financial Planning LLC | 0.51% | Add +19.1% | 29,770 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Add +20.1% | 29,582 | $2.9M |
| Transcendent Capital Group LLC | 1.11% | Reduce -0.1% | 29,499 | $2.8M |
| Sagace Wealth Management LLC | 1.79% | Reduce -0.8% | 29,286 | $2.8M |
| Gen-Wealth Partners Inc | 0.78% | Reduce -26.6% | 29,142 | $2.8M |
| HMV Wealth Advisors, LLC | 1.09% | Reduce -9.5% | 29,130 | $2.8M |
| Rialto Wealth Management, LLC | 0.55% | Reduce -1.5% | 28,709 | $2.8M |
| Petros Family Wealth, LLC | 1.66% | Add +17.2% | 28,060 | $2.7M |
| Columbia Advisory Partners LLC | 1.49% | Add +2.2% | 27,936 | $2.7M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +2.0% | 27,907 | $2.7M |
| Slagle Financial, LLC | 0.80% | Add +18.5% | 27,844 | $2.7M |
| Focus Financial Network, Inc. | 0.08% | Reduce -27.5% | 27,755 | $2.7M |
| marrick wealth, LLC | 1.89% | Add +24.2% | 27,612 | $2.7M |
| Symmetry Partners, LLC | 0.14% | Add +1.8% | 27,472 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.51% | Add +40.1% | 27,453 | $2.6M |
| Trilogy Capital Inc. | 0.10% | Reduce -3.3% | 27,328 | $2.6M |
| Empowered Funds, LLC | 0.01% | Add +4.1% | 27,231 | $2.6M |
| Leigh Baldwin & Co., LLC | 1.41% | Add +5.8% | 27,164 | $2.6M |
| AGH Wealth Advisors, LLC | 1.65% | Add +3.6% | 27,083 | $2.6M |
| Trailhead Planners LLC | 2.52% | Reduce -16.6% | 27,064 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +36.7% | 27,035 | $2.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +11.2% | 26,878 | $2.6M |
| FFG Retirement Advisors LLC | 1.37% | Add +4.0% | 26,749 | $2.6M |
| Motco | 0.22% | Add +12.0% | 26,710 | $2.6M |
| Seaside Wealth Management, Inc. | 0.63% | Reduce -3.7% | 26,446 | $2.6M |
| FMB Wealth Management | 0.93% | Add +0.3% | 26,283 | $2.5M |
| PKS Advisory Services, LLC | 0.40% | Add +4.0% | 26,060 | $2.5M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -27.3% | 25,987 | $2.5M |
| Curtis Wealth Management LLC | 2.12% | Reduce -42.1% | 25,931 | $2.5M |
| Mattson Financial Services, LLC | 0.52% | Reduce -11.4% | 27,646 | $2.5M |
| Plum Street Advisors, LLC | 0.80% | Reduce -12.6% | 25,877 | $2.5M |
| Eaton-Cambridge Inc. | 0.70% | Add +37.9% | 25,790 | $2.5M |
| Private Wealth Management Group, LLC | 0.57% | Reduce -1.3% | 25,672 | $2.5M |
| Toth Financial Advisory Corp. | 0.24% | Add +36.7% | 25,626 | $2.5M |
| Clarity Capital Advisors, LLC | 1.04% | Add +0.5% | 25,617 | $2.5M |
| Riverwater Partners LLC | 0.73% | No change | 25,542 | $2.5M |
| Webster Bank, N. A. | 0.21% | Add +43.6% | 25,390 | $2.4M |
| Uptick Partners, LLC | 0.38% | Add +294.9% | 25,286 | $2.4M |
| Atria Investments, Inc | 0.02% | Reduce -23.1% | 25,281 | $2.4M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -33.1% | 24,792 | $2.4M |
| Holos Integrated Wealth LLC | 1.11% | Reduce -8.1% | 25,772 | $2.4M |
| Capstone Wealth Management, Inc. | 1.77% | Add +6.5% | 25,094 | $2.4M |
| Kelleher Financial Advisors | 0.34% | New | 24,327 | $2.3M |
| Outbound Financial Inc | 1.51% | Reduce -0.3% | 24,187 | $2.3M |
| Kachkovsky & Fisher, Inc. | 2.24% | — | 24,109 | $2.3M |
| Centerpoint Advisory Group | 1.47% | Add +4.0% | 24,080 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.12% | Add +17.0% | 23,931 | $2.3M |
| Endeavor Private Wealth, Inc. | 0.56% | Add +9.6% | 23,762 | $2.3M |
| Moneco Advisors, LLC | 0.14% | New | 23,594 | $2.3M |
| Hicks Capital Management LLC | 1.85% | Add +2.7% | 23,347 | $2.3M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -16.9% | 23,175 | $2.2M |
| Evensky & Katz LLC | 0.12% | Add +0.1% | 23,101 | $2.2M |
| Herold Advisors, Inc. | 0.44% | Add +7.4% | 23,025 | $2.2M |
| Lam Group, Inc. | 1.10% | Add +5.7% | 22,865 | $2.2M |
| Asset Dedication, LLC | 0.14% | Reduce -2.2% | 22,612 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 22,461 | $2.2M |
| Fifth Third Securities, Inc. | 0.12% | Add +54.3% | 22,400 | $2.2M |
| IFG Advisory, LLC | 0.08% | New | 22,389 | $2.2M |
| Scarborough Advisors, LLC | 0.24% | Reduce -87.6% | 22,251 | $2.1M |
| Cogent Private Wealth, Inc. | 1.33% | Add +6.4% | 21,994 | $2.1M |
| Balboa Wealth Partners | 0.29% | Add +19.8% | 21,902 | $2.1M |
| PFG Advisors | 0.11% | Reduce -17.7% | 21,647 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | New | 21,645 | $2.1M |
| Level Four Advisory Services, LLC | 0.06% | Add +80.6% | 21,566 | $2.1M |
| Ieq Capital, LLC | 0.01% | Reduce -9.0% | 21,308 | $2.1M |
| WESPAC Advisors SoCal, LLC | 0.37% | Add +28.6% | 21,289 | $2.1M |
| Sharkey, Howes & Javer | 0.25% | Reduce -35.8% | 21,129 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.22% | Reduce -6.1% | 20,961 | $2.0M |
| L.K. Benson & Company, P.C. | 0.60% | Reduce -0.8% | 20,500 | $2.0M |
| Wealth Management Partners, LLC | 0.46% | Reduce -1.7% | 20,430 | $2.0M |
| BLVD Private Wealth, LLC | 1.46% | Add +1.5% | 20,409 | $2.0M |
| MB Generational Wealth, LLC | 0.97% | No change | 20,396 | $2.0M |
| Tyche Wealth Partners LLC | 0.27% | Reduce -2.4% | 20,175 | $1.9M |
| Tidal Investments LLC | 0.00% | New | 19,860 | $1.9M |
| Dogwood Wealth Management LLC | 0.75% | Reduce -7.7% | 19,644 | $1.9M |
| Interchange Capital Partners, LLC | 0.35% | New | 19,298 | $1.9M |
| Sage Rhino Capital LLC | 0.30% | Add +0.5% | 19,178 | $1.9M |
| Chatterton & Associates Inc. | 1.08% | Reduce -34.9% | 19,507 | $1.8M |
| Friday Financial | 0.49% | Add +53.3% | 19,639 | $1.8M |
| StoneX Group Inc. | 0.07% | New | 18,840 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +24.2% | 18,795 | $1.8M |
| Ritholtz Wealth Management | 0.03% | Reduce -5.9% | 18,748 | $1.8M |
| Fortis Capital Management LLC | 0.20% | Reduce -8.3% | 18,601 | $1.8M |
| Strategy Asset Managers LLC | 0.27% | Reduce -0.0% | 18,455 | $1.8M |
| Cozad Asset Management Inc. | 0.11% | Add +5.3% | 18,323 | $1.8M |
| Hopwood Nicholas Hunter | 0.48% | Reduce -29.1% | 18,272 | $1.8M |
| Aerodigm Wealth, LLC | 0.59% | Reduce -3.2% | 18,200 | $1.8M |
| Linscomb Wealth, Inc. | 0.08% | Add +108.4% | 17,981 | $1.7M |
| Gotham Asset Management | 0.00% | Add +216.7% | 17,939 | $1.7M |
| Orion Capital Management LLC | 0.53% | Add +39.8% | 17,699 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -51.8% | 17,557 | $1.7M |
| Approach Retirement Advisors, LLC | 1.23% | Add +20.1% | 17,492 | $1.7M |
| LRI Investments, LLC | 0.13% | No change | 17,186 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -42.2% | 16,835 | $1.6M |
| 49 Wealth Management, LLC | 0.31% | New | 16,782 | $1.6M |
| Alongside, LLC | 0.31% | — | 16,782 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +24.1% | 16,723 | $1.6M |
| Geneva Partners, LLC | 0.43% | New | 16,620 | $1.6M |
| Redwood Investment Management, LLC | 0.16% | Reduce -34.3% | 16,606 | $1.6M |
| Milestone Asset Management, LLC | 0.25% | Reduce -53.5% | 16,521 | $1.6M |
| Smartleaf Asset Management LLC | 0.05% | No change | 16,671 | $1.6M |
| QRG Capital Management, Inc. | 0.01% | Add +31.9% | 16,135 | $1.6M |
| WealthPoint Financial, LLC | 1.12% | Reduce -33.9% | 15,930 | $1.5M |
| Atlas Brown,Inc. | 0.41% | Add +8.7% | 15,927 | $1.5M |
| Prospera Financial Services Inc | 0.02% | New | 15,911 | $1.5M |
| Allodium Investment Consultants, LLC | 0.65% | Reduce -4.3% | 15,771 | $1.5M |
| Ruedi Wealth Management, Inc. | 0.36% | Reduce -0.5% | 15,742 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Reduce -0.5% | 15,366 | $1.5M |
| Cetera Trust Company, N.A | 0.74% | No change | 15,357 | $1.5M |
| DBK Financial Counsel, LLC | 1.24% | Reduce -8.1% | 15,343 | $1.5M |
| RVW Wealth, LLC | 0.10% | Reduce -0.8% | 15,211 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Add +3.2% | 16,973 | $1.5M |
| Hardin Capital Partners, LLC | 0.67% | Add +4.9% | 14,939 | $1.4M |
| Theory Financial LLC | 0.45% | Reduce -44.8% | 14,911 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +93.1% | 14,878 | $1.4M |
| Trademark Financial Management, LLC | 0.58% | Add +121.3% | 14,783 | $1.4M |
| PCG Wealth Advisors, LLC | 0.32% | Add +32.0% | 14,656 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Add +5.4% | 14,644 | $1.4M |
| Vannoy Advisory Group, Inc. | 0.80% | No change | 14,590 | $1.4M |
| Bayshore Asset Management, LLC | 0.50% | No change | 14,503 | $1.4M |
| J. M. Brown & Associates Inc. | 0.80% | — | 14,445 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +2.3% | 14,385 | $1.4M |
| RAM Investment Partners, LLC | 0.22% | Add +0.4% | 14,143 | $1.4M |
| Valmark Advisers, Inc. | 0.01% | Reduce -15.7% | 14,039 | $1.4M |
| Verdence Capital Advisors LLC | 0.07% | Add +4.7% | 13,913 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +12.3% | 13,408 | $1.3M |
| Verus Capital Partners, LLC | 0.07% | Reduce -3.0% | 13,388 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -9.6% | 13,334 | $1.3M |
| Wealthgarden F.S. LLC | 0.73% | Reduce -24.1% | 13,254 | $1.3M |
| Retirement Management Systems Inc. | 0.26% | Add +2.3% | 13,214 | $1.3M |
| Forum Financial Management, LP | 0.02% | Reduce -3.8% | 13,146 | $1.3M |
| Signature Equity Partners, LLC | 0.57% | Add +59.1% | 12,882 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | New | 12,631 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.8% | 12,623 | $1.2M |
| Balefire, LLC | 0.20% | New | 12,533 | $1.2M |
| WealthTrak Capital Management LLC | 0.79% | Reduce -34.4% | 12,505 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Reduce -2.4% | 12,427 | $1.2M |
| Pacific Asset Management, LLC | 0.59% | Reduce -0.2% | 12,395 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -17.3% | 12,277 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +13.5% | 12,268 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -13.9% | 12,275 | $1.2M |
| Targeted Financial Services LLC | 0.87% | Reduce -1.0% | 12,172 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +118.5% | 12,098 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -24.8% | 12,056 | $1.2M |
| Vance Wealth, LLC | 0.26% | Reduce -3.1% | 11,931 | $1.2M |
| Kuhn & Co Investment Counsel | 0.66% | Add +1.3% | 11,755 | $1.1M |
| James Investment Research, Inc. | 0.11% | Add +15.2% | 11,643 | $1.1M |
| Tempus Wealth Planning, LLC | 0.22% | Reduce -17.8% | 11,596 | $1.1M |
| Creative Capital Management Investments LLC | 0.26% | Reduce -1.6% | 11,576 | $1.1M |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -1.1% | 11,476 | $1.1M |
| ARK & TLK Investments, LLC | 0.27% | Reduce -0.5% | 11,461 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -65.5% | 11,459 | $1.1M |
| TFO Wealth Partners, LLC | 0.12% | Add +65.2% | 11,323 | $1.1M |
| Haverford Financial Services, Inc. | 0.32% | Add +18.0% | 11,287 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.50% | Add +21.1% | 11,197 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.44% | Reduce -30.4% | 11,725 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +8.8% | 11,140 | $1.1M |
| United Community Bank | 0.33% | New | 11,127 | $1.1M |
| Silver Oak Securities, Incorporated | 0.06% | Add +13.1% | 11,086 | $1.1M |
| Seed Wealth Management, Inc. | 0.68% | Reduce -4.3% | 11,080 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.49% | Reduce -12.1% | 10,991 | $1.1M |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -0.1% | 10,842 | $1.0M |
| BCR Wealth Strategies, LLC | 0.29% | Reduce -3.8% | 10,716 | $1.0M |
| J. Derek Lewis & Associates Inc. | 0.19% | Add +7.1% | 10,686 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.6% | 10,595 | $1.0M |
| Cloud Capital Management, LLC | 0.37% | Add +0.3% | 10,567 | $1.0M |
| Atlas Wealth LLC | 0.16% | Add +4.5% | 10,535 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +92.1% | 10,511 | $1.0M |
| Centurion Wealth Management LLC | 0.24% | Reduce -6.8% | 10,379 | $1.0M |
| Krilogy Financial LLC | 0.03% | Reduce -0.9% | 10,353 | $999K |
| Prepared Retirement Institute LLC | 0.43% | New | 10,350 | $999K |
| Cauble & Harre Wealth Management, Inc. | 0.79% | Add +57.5% | 10,228 | $987K |
| Sowell Financial Services LLC | 0.03% | Add +0.6% | 10,178 | $982K |
| Citizens & Northern Corp. | 0.22% | No change | 10,143 | $979K |
| Narus Financial Partners, LLC | 0.25% | Add +107.6% | 10,129 | $977K |
| Asset Allocation Strategies LLC | 0.15% | Reduce -72.4% | 10,103 | $975K |
| Resolute Wealth Advisor, Inc. | 0.55% | No change | 12,049 | $971K |
| Sensible Money, LLC | 0.26% | No change | 10,048 | $970K |
| F&V Capital Management, LLC | 0.18% | No change | 9,975 | $962K |
| Dixon Fnancial Services, Inc. | 0.39% | No change | 9,908 | $956K |
| Parkwoods Wealth Partners, LLC | 0.15% | Add +22.0% | 9,891 | $954K |
| Per Stirling Capital Management, LLC. | 0.09% | New | 9,830 | $948K |
| Summit Wealth Group LLC / Co. | 0.08% | New | 9,798 | $945K |
| Evanson Financial, LLC | 0.05% | — | 9,738 | $940K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -1.3% | 9,727 | $939K |
| BAM Wealth Management, LLC | 0.58% | Reduce -19.6% | 9,624 | $929K |
| Johnson Financial Group, LLC | 0.05% | New | 9,621 | $928K |
| Callan Family Office, LLC | 0.02% | No change | 9,585 | $925K |
| Nemes Rush Group LLC | 0.08% | Add +19.4% | 9,556 | $922K |
| Caprock Group, LLC | 0.02% | Add +24.3% | 9,543 | $921K |
| Lauterbach Financial Advisors, LLC | 0.39% | Add +18.7% | 9,506 | $917K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.1% | 9,501 | $917K |
| Pacific Financial Group Inc. | 0.44% | Reduce -4.7% | 9,453 | $912K |
| Brio Consultants, LLC | 0.11% | Reduce -0.0% | 9,448 | $912K |
| Independent Financial Group, LLC | 0.02% | Add +9.3% | 9,337 | $901K |
| StrongBox Wealth, LLC | 0.26% | Add +13.2% | 9,333 | $901K |
| Kickstand Ventures, Llc. | 0.16% | Reduce -9.8% | 9,265 | $894K |
| Northern Trust Corp. | 0.00% | Add +74.5% | 9,226 | $890K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -1.1% | 9,354 | $890K |
| USAdvisors Wealth Management, LLC | 0.25% | Add +3.5% | 9,219 | $889K |
| Brown Brothers Harriman & Co. | 0.00% | Add +16.6% | 9,195 | $887K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -17.2% | 9,177 | $885K |
| Sutton Place Investors LLC | 0.43% | Reduce -33.0% | 9,098 | $878K |
| Sanchez Gaunt Capital Management, LLC | 0.49% | Reduce -31.2% | 9,046 | $873K |
| Merkkuri Wealth Advisors LLC | 0.54% | Reduce -35.7% | 8,999 | $868K |
| Asempa Wealth Advisors | 0.65% | Add +17.1% | 8,814 | $850K |
| Santori & Peters, Inc. | 0.24% | Add +8.9% | 8,790 | $848K |
| South Plains Financial, Inc. | 0.46% | Add +5.5% | 8,783 | $847K |
| Accurate Wealth Management, LLC | 0.08% | Add +36.8% | 8,927 | $840K |
| Integrity Wealth Solutions LLC | 0.31% | Add +31.4% | 8,629 | $833K |
| CogentBlue Wealth Advisors, LLC | 0.48% | Add +7.3% | 8,602 | $830K |
| Hilltop Holdings Inc. | 0.07% | Reduce -4.0% | 8,568 | $827K |
| Vicus Capital | 0.05% | Add +14.8% | 8,542 | $824K |
| Belleair Asset Management, LLC | 0.69% | Reduce -4.7% | 8,539 | $824K |
| Crusonia Wealth Advisors LLC | 0.13% | Add +1.1% | 8,488 | $819K |
| GatePass Capital, LLC | 0.32% | Add +21.4% | 8,451 | $815K |
| Morris Financial Concepts, Inc. | 0.25% | Reduce -4.6% | 8,388 | $809K |
| HBW Advisory Services LLC | 0.07% | Add +32.5% | 8,300 | $801K |
| Simmons Bank | 0.05% | New | 8,257 | $797K |
| Firethorn Wealth Partners, LLC | 0.26% | Reduce -56.3% | 8,234 | $794K |
| Vaquero Private Wealth, Ltd. | 0.16% | — | 8,212 | $792K |
| Spartan Wealth Advisory Services LLC | 0.06% | Add +13.3% | 8,074 | $779K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.5% | 8,033 | $775K |
| Investmark Advisory Group LLC | 0.29% | Add +10.8% | 8,002 | $772K |
| Peak Planning Group, LLC | 0.17% | Add +11.5% | 7,918 | $764K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +81.1% | 7,874 | $760K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +2.3% | 7,801 | $753K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.2% | 7,707 | $744K |
| Tsfg, LLC | 0.09% | Add +0.0% | 7,681 | $741K |
| UMB Bank, n.a. | 0.01% | Add +5.8% | 7,660 | $739K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 7,613 | $735K |
| PAX Financial Group, LLC | 0.11% | Reduce -62.0% | 7,559 | $729K |
| Ridgeline Wealth, LLC | 0.42% | Add +0.2% | 7,481 | $722K |
| Cambridge Financial Group, LLC | 0.23% | Reduce -1.1% | 7,465 | $720K |
| Raffa Wealth Management, LLC | 0.09% | Reduce -3.5% | 7,390 | $713K |
| Bison Wealth, LLC | 0.07% | Add +4.7% | 7,392 | $705K |
| Foundry Financial LLC | 0.23% | Reduce -0.4% | 7,133 | $688K |
| SageView Advisory Group, LLC | 0.02% | New | 6,959 | $671K |
| R2 Capital Strategies, LLC | 0.30% | — | 6,878 | $664K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -2.7% | 6,708 | $647K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.8% | 6,695 | $646K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.0% | 6,678 | $644K |
| Fort Point Capital Partners LLC | 0.07% | Add +0.6% | 6,613 | $638K |
| Greenline Wealth Management LLC | 0.52% | Add +50.5% | 6,607 | $638K |
| Bannerman Wealth Management Group, LLC | 0.37% | Add +0.2% | 6,567 | $634K |
| Axis Wealth Partners, LLC | 0.30% | Add +63.1% | 6,566 | $634K |
| CIBC Bancorp USA Inc. | 0.00% | New | 6,549 | $632K |
| First National Bank & Trust Co. of Newtown | 0.13% | New | 7,011 | $628K |
| Vista Investment Partners Ii, LLC | 0.24% | Add +27.7% | 6,443 | $622K |
| Compass Ion Advisors, LLC | 0.05% | No change | 6,339 | $612K |
| Arkadios Wealth Advisors | 0.01% | Reduce -49.0% | 6,337 | $611K |
| Riverchase Wealth Management, LLC | 0.28% | Add +11.6% | 6,304 | $608K |
| Cassilly Financial Group LLC | 0.44% | Reduce -30.3% | 6,220 | $600K |
| Vanguard National Trust Co | 0.03% | No change | 6,212 | $599K |
| Austin Asset Management Co Inc | 0.09% | Add +36.8% | 6,210 | $599K |
| Kaufman Rossin Wealth, LLC | 0.28% | Add +20.9% | 6,301 | $592K |
| Brand Asset Management Group, Inc. | 0.13% | New | 6,100 | $589K |
| Carrera Capital Advisors | 0.09% | Reduce -94.3% | 6,077 | $586K |
| RDA Financial Network | 0.13% | Reduce -37.2% | 6,047 | $583K |
| Flagstar Securities, Inc. | 0.17% | Reduce -6.2% | 5,990 | $578K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -19.6% | 5,984 | $577K |
| Dover Advisors, LLC | 0.23% | Reduce -13.9% | 7,416 | $571K |
| Vawter Financial, Ltd. | 0.21% | Add +15.7% | 5,910 | $570K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.4% | 5,902 | $569K |
| Latitude Advisors, LLC | 0.23% | Add +22.7% | 5,863 | $566K |
| SouthState Bank Corp | 0.02% | Add +2.2% | 5,799 | $560K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +24.4% | 5,779 | $558K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +4.5% | 5,777 | $557K |
| West Wealth Group, LLC | 0.09% | Add +0.6% | 5,764 | $556K |
| Foster Group, Inc. | 0.01% | Reduce -2.6% | 5,761 | $556K |
| LWM Advisory Services, LLC | 0.98% | New | 5,697 | $550K |
| Squire Investment Management Company, LLC | 0.13% | No change | 5,678 | $548K |
| Family Investment Center, Inc. | 0.09% | Add +3.2% | 5,638 | $544K |
| XTX Topco Ltd | 0.01% | Add +0.3% | 5,587 | $539K |
| Operose Advisors LLC | 0.10% | Reduce -14.0% | 5,586 | $539K |
| Elevation Wealth Management LLC | 0.40% | Reduce -5.7% | 5,584 | $539K |
| Freedom Day Solutions, LLC | 0.12% | New | 5,537 | $534K |
| Milestone Asset Management Group, LLC | 0.27% | Add +2.3% | 5,518 | $532K |
| First Trust Advisors LP | 0.00% | Add +12.6% | 5,516 | $532K |
| Osborne Partners Capital Management, LLC | 0.03% | New | 5,498 | $531K |
| Vantus Wealth LLC | 0.28% | — | 5,471 | $528K |
| Well Done, LLC | 0.07% | New | 5,435 | $524K |
| Facet Wealth, Inc. | 0.01% | Add +111.2% | 5,373 | $518K |
| Prosperitas Financial LLC | 0.17% | Add +11.6% | 5,350 | $516K |
| Decker Retirement Planning Inc. | 0.17% | Add +0.6% | 5,311 | $512K |
| Cadia Private Client LLC | 0.35% | Reduce -12.8% | 5,012 | $484K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +352.8% | 5,008 | $483K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.0% | 4,994 | $482K |
| High Net Worth Advisory Group LLC | 0.10% | Add +0.6% | 4,767 | $460K |
| A4 Wealth Advisors LLC | 0.31% | Reduce -45.2% | 4,754 | $459K |
| Horizon Investment Services, LLC | 0.13% | Add +1.6% | 4,741 | $457K |
| Bragg Financial Advisors, Inc | 0.01% | Add +66.5% | 4,727 | $456K |
| Heritage Investment Group, Inc. | 0.06% | New | 4,716 | $455K |
| PFG Investments, LLC | 0.02% | Reduce -32.1% | 4,705 | $454K |
| Sigma Planning Corp | 0.01% | New | 4,692 | $453K |
| Choreo, LLC | 0.00% | New | 4,674 | $451K |
| Kooman & Associates | 0.12% | New | 4,657 | $449K |
| Ignite Planners, LLC | 0.06% | Add +36.6% | 4,646 | $448K |
| Element Wealth, LLC | 0.17% | Add +21.9% | 4,619 | $446K |
| Private Trust Co. NA | 0.04% | Add +11.5% | 4,618 | $446K |
| Emprise Bank | 0.16% | No change | 4,577 | $442K |
| S Harris Financial Group, LLC | 0.34% | New | 4,517 | $436K |
| Saxony Capital Management, LLC | 0.20% | No change | 4,507 | $435K |
| Thayer Financial, L.L.C. | 0.39% | Reduce -18.1% | 4,487 | $433K |
| Westside Investment Management, Inc. | 0.06% | Add +8.6% | 4,389 | $423K |
| COFG Advisors, LLC | 0.07% | New | 4,354 | $420K |
| Professional Financial Solutions LLC | 0.33% | Reduce -3.5% | 4,347 | $419K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 4,295 | $414K |
| Sachetta, LLC | 0.20% | New | 4,270 | $412K |
| Roehl & Yi Investment Advisors, LLC | 0.14% | New | 4,268 | $412K |
| Alpha Financial Partners LLC | 0.22% | No change | 4,258 | $411K |
| International Assets Investment Management, LLC | 0.02% | New | 4,354 | $407K |
| Davis Wealth Advisors, LLC | 0.31% | New | 4,191 | $404K |
| Arsenal Capital Advisors LLC | 0.24% | New | 4,159 | $401K |
| Meredith Wealth Planning | 0.09% | Reduce -9.1% | 4,140 | $399K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,140 | $399K |
| Madrid Wealth Management, LLC | 0.26% | Reduce -17.6% | 4,129 | $398K |
| MBE Wealth Management, LLC | 0.14% | Add +0.1% | 4,126 | $398K |
| Aspiriant, LLC | 0.01% | No change | 4,083 | $394K |
| Steelhead Wealth Management LLC | 0.16% | New | 4,048 | $390K |
| Parkside Financial Bank & Trust | 0.03% | Add +465.6% | 3,959 | $382K |
| Austin Wealth Management, LLC | 0.08% | Add +4.2% | 4,251 | $379K |
| Comprehensive Financial Planning, Inc. | 0.20% | Add +10.7% | 3,929 | $379K |
| Cornerstone Capital, Inc. | 0.03% | No change | 3,815 | $368K |
| Vilga Financial Planning LLC | 0.27% | No change | 3,756 | $362K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.9% | 3,738 | $361K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 3,725 | $359K |
| US Bancorp \de | 0.00% | Reduce -9.3% | 3,709 | $358K |
| Brown Financial Advisory | 0.15% | No change | 3,706 | $358K |
| Empirical Asset Management, LLC | 0.08% | Reduce -24.2% | 3,691 | $356K |
| Keystone Financial Group | 0.02% | Add +3.7% | 3,685 | $356K |
| Harbor Investment Advisory, LLC | 0.02% | Add +24.1% | 3,657 | $353K |
| Envision Financial LLC | 0.16% | Reduce -2.5% | 3,645 | $352K |
| Avion Wealth | 0.06% | No change | 3,610 | $348K |
| Citigroup Inc. | 0.00% | Add +26.3% | 3,593 | $347K |
| Silverlake Wealth Management LLC | 0.07% | Add +15.8% | 3,588 | $346K |
| Western Wealth Management, LLC | 0.01% | New | 3,588 | $346K |
| Accredited Investors Inc. | 0.01% | Add +2.5% | 3,587 | $346K |
| MSH Capital Advisors LLC | 0.06% | Reduce -20.2% | 3,586 | $346K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +1.9% | 3,575 | $345K |
| Entrewealth, LLC | 0.13% | New | 3,739 | $343K |
| Generations Wealth, LLC | 0.32% | Add +17.4% | 3,544 | $342K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 3,528 | $340K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -2.8% | 3,492 | $337K |
| Dana Investment Advisors, Inc. | 0.01% | Add +18.5% | 3,490 | $337K |
| POM Investment Strategies, LLC | 0.38% | Add +39.4% | 3,489 | $337K |
| Busey Bank | 0.01% | No change | 3,482 | $336K |
| RHL Group, LLC | 0.28% | Add +13.3% | 3,497 | $336K |
| Naples Global Advisors, LLC | 0.02% | Add +3.0% | 3,459 | $334K |
| Sequent Planning LLC | 0.07% | New | 3,428 | $331K |
| Millington Financial Advisors, LLC | 0.13% | No change | 3,681 | $329K |
| Parkway Wealth Management Group, LLC | 0.04% | Reduce -39.0% | 3,405 | $329K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,383 | $326K |
| Franklin Resources Inc. | 0.00% | New | 3,339 | $322K |
| Corsicana & Co. | 0.15% | New | 3,292 | $318K |
| Resurgent Financial Advisors LLC | 0.09% | Reduce -36.8% | 3,273 | $316K |
| Vantage Point Financial LLC | 0.10% | New | 3,246 | $313K |
| Nova R Wealth, Inc. | 0.09% | Add +0.6% | 3,239 | $313K |
| Kroeger Financial Partners | 0.30% | — | 3,221 | $311K |
| Park National Corp. | 0.01% | No change | 3,195 | $308K |
| Porter White Investment Advisors, Inc. | 0.12% | No change | 3,186 | $307K |
| Vista Capital Partners, Inc. | 0.03% | Add +0.1% | 3,173 | $306K |
| Clarity Wealth Development LLC | 0.17% | Reduce -76.5% | 3,168 | $306K |
| Maripau Wealth Management LLC | 0.11% | Reduce -40.6% | 3,143 | $303K |
| Mayfair Advisory Group, LLC | 0.09% | Add +11.9% | 3,382 | $302K |
| Anchor Capital Advisors LLC | 0.01% | New | 3,117 | $301K |
| Thrive Wealth Management, LLC | 0.04% | No change | 3,033 | $293K |
| Keybank National Association | 0.00% | New | 2,974 | $287K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 2,957 | $285K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,952 | $285K |
| Clark Asset Management, LLC | 0.02% | Add +2.0% | 2,945 | $284K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | Add +1.5% | 2,942 | $284K |
| Aspen Capital Management, LLC | 0.06% | Add +0.2% | 2,938 | $283K |
| Revolve Wealth Partners, LLC | 0.03% | New | 2,902 | $280K |
| Claris Advisors, LLC / Mo / | 0.07% | Add +0.2% | 2,872 | $277K |
| Fisher Asset Management | 0.00% | New | 2,844 | $274K |
| Alkeme Wealth, LLC | 0.10% | No change | 2,802 | $270K |
| Mainsail Asset Management, LLC | 0.11% | New | 3,026 | $270K |
| Lutz Financial Services LLC | 0.02% | Add +0.0% | 2,767 | $267K |
| E6 Portfolios, LLC | 0.21% | New | 2,767 | $267K |
| Advisory Solutions Group, LLC | 0.09% | — | 2,740 | $264K |
| Caerus Investment Advisors, LLC | 0.09% | No change | 2,727 | $263K |
| Turner Financial Group, Inc. | 0.26% | — | 2,718 | $262K |
| National Bank of Canada | 0.00% | Add +0.4% | 2,731 | $260K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,695 | $260K |
| JM2 Capital Inc. | 0.18% | New | 2,655 | $256K |
| Cogent Strategic Wealth LLC | 0.24% | No change | 2,641 | $255K |
| Fulcrum Equity Management | 0.21% | Reduce -45.1% | 2,638 | $255K |
| Community Bank, N.A. | 0.03% | Reduce -17.6% | 2,624 | $253K |
| Avise Financial Cooperative, Inc. | 0.18% | New | 2,589 | $250K |
| Vistica Wealth Advisors, LLC | 0.21% | No change | 2,555 | $247K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -28.5% | 2,549 | $246K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.1% | 2,549 | $246K |
| Colonial Trust Co / SC | 0.03% | Reduce -11.7% | 2,547 | $246K |
| Sheets Smith Wealth Management | 0.02% | New | 2,547 | $246K |
| Barnes Wealth Management Group, Inc | 0.11% | Reduce -7.0% | 2,531 | $244K |
| Steffes Financial, Ltd. | 0.11% | New | 2,526 | $244K |
| Impact Partnership Wealth, LLC | 0.02% | New | 2,521 | $243K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.3% | 2,506 | $242K |
| Alteri Wealth LLC | 0.07% | Reduce -45.3% | 2,487 | $240K |
| Rwa Wealth Partners, LLC | 0.00% | New | 2,470 | $238K |
| Fiducient Advisors LLC | 0.03% | New | 2,433 | $235K |
| Landmark Wealth Management, Inc. | 0.08% | New | 2,418 | $233K |
| CVA Family Office, LLC | 0.02% | Add +142.1% | 2,402 | $232K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,400 | $232K |
| Arrowroot Family Office, LLC | 0.07% | Reduce -10.2% | 2,395 | $231K |
| Inspire Advisors, LLC | 0.02% | New | 2,449 | $230K |
| Tufton Capital Management | 0.04% | New | 2,375 | $229K |
| Cornerstone Management, Inc. | 0.03% | New | 2,365 | $228K |
| NewEdge Wealth, LLC | 0.00% | New | 2,361 | $228K |
| Copley Financial Group, Inc. | 0.14% | Reduce -26.7% | 2,343 | $226K |
| Chapin Davis, Inc. | 0.04% | New | 2,313 | $223K |
| Delos Wealth Advisors, LLC | 0.11% | No change | 2,303 | $222K |
| Regatta Research & Money Management | 0.21% | — | 2,291 | $221K |
| Fermata Advisors, LLC | 0.04% | New | 2,276 | $220K |
| Cerity Partners Retirement Plan Advisors LLC | 0.09% | New | 2,246 | $217K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -41.1% | 2,240 | $216K |
| Hexagon Capital Partners LLC | 0.03% | New | 2,220 | $214K |
| Freedom Investment Management, Inc. | 0.06% | New | 2,216 | $214K |
| Global Trust Wealth Management LLC | 0.15% | New | 2,211 | $213K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 2,206 | $213K |
| Kennebec Savings Bank | 0.17% | Add +7.3% | 2,205 | $213K |
| Hedeker Wealth, LLC | 0.04% | New | 2,191 | $211K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,187 | $211K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,185 | $211K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 2,169 | $209K |
| Yardley Wealth Management LLC | 0.09% | New | 2,163 | $209K |
| Midwest Financial Network, LLC | 0.14% | New | 2,128 | $205K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 2,105 | $203K |
| Everhart Financial Group, Inc. | 0.01% | New | 2,085 | $201K |
| Trust Co | 0.02% | Add +14.0% | 1,982 | $191K |
| Arlington Trust Co LLC | 0.01% | No change | 1,570 | $151K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,397 | $135K |
| Kingdom Financial Group LLC. | 0.03% | Add +2258.6% | 1,368 | $132K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $128K |
| Ares Financial Consulting, LLC | 0.09% | Reduce -24.9% | 1,318 | $127K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,358 | $127K |
| Bessemer Group Inc. | 0.00% | Add +3127.5% | 1,291 | $124K |
| Tidemark, LLC | 0.03% | Reduce -2.2% | 1,272 | $123K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,266 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 1,253 | $121K |
| Clearstead Advisors, LLC | 0.00% | New | 1,190 | $115K |
| Russell Investments Group, Ltd. | 0.00% | Add +281.4% | 1,148 | $111K |
| Valley National Advisers Inc. | 0.01% | No change | 1,093 | $105K |
| Rothschild Investment LLC | 0.00% | Reduce -16.6% | 1,051 | $101K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.9% | 1,029 | $99K |
| LGT Financial Advisors LLC | 0.51% | Reduce -9.9% | 997 | $96K |
| Mather Group, Llc. | 0.00% | Add +30.5% | 992 | $96K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -98.0% | 920 | $89K |
| Strive Financial Group ,LLC | 0.04% | Add +5.9% | 911 | $88K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -6.8% | 847 | $82K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 838 | $81K |
| Spire Wealth Management | 0.00% | Reduce -28.2% | 768 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | Add +138.6% | 680 | $66K |
| Rossby Financial, LCC | 0.01% | Add +49.2% | 673 | $65K |
| PlanVest Financial, Inc | 0.04% | New | 626 | $60K |
| Vanguard Advisers Inc. | 0.00% | Reduce -2.5% | 621 | $60K |
| MidFirst Bank | 0.00% | No change | 616 | $59K |
| Evolution Wealth Management Inc. | 0.03% | No change | 597 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $55K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 537 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Add +16.4% | 531 | $51K |
| Manning & Napier Advisors LLC | 0.00% | No change | 508 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 500 | $48K |
| CNB Bank | 0.02% | No change | 477 | $46K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1342.4% | 476 | $45K |
| Barrett & Company, Inc. | 0.01% | New | 447 | $43K |
| Bank of New Hampshire | 0.01% | Add +28.8% | 447 | $43K |
| Collier Financial | 0.03% | New | 447 | $43K |
| First Community Trust NA | 0.02% | Add +136.9% | 443 | $43K |
| Synergy Investment Management, LLC | 0.01% | Add +18.6% | 440 | $42K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 435 | $42K |
| CX Institutional | 0.00% | Reduce -50.1% | 411 | $40K |
| NorthAvenue LLC | 0.03% | No change | 413 | $40K |
| Abound Wealth Management | 0.01% | Reduce -74.8% | 406 | $39K |
| Banque Transatlantique SA | 0.00% | No change | 397 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +726.1% | 380 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 377 | $36K |
| Bfsg, LLC | 0.00% | No change | 369 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 363 | $35K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 350 | $34K |
| Archer Investment Corp | 0.01% | New | 320 | $31K |
| Key Capital Management, INC | 0.02% | Add +202.9% | 315 | $30K |
| Key Financial Inc | 0.00% | No change | 302 | $29K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 289 | $28K |
| HM Payson & Co. | 0.00% | No change | 284 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | Add +67.3% | 276 | $27K |
| Triumph Capital Management | 0.00% | Add +9.1% | 275 | $27K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 274 | $26K |
| Ascentis Independent Advisors | 0.06% | Reduce -53.5% | 247 | $24K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 246 | $24K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -4.5% | 235 | $23K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 234 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $21K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 214 | $21K |
| Blue Trust, Inc. | 0.00% | Reduce -74.1% | 210 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -20.6% | 189 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.6% | 182 | $18K |
| MCF Advisors LLC | 0.00% | Add +0.6% | 175 | $17K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 174 | $17K |
| Oakworth Capital, Inc. | 0.00% | New | 178 | $17K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 170 | $16K |
| Country Trust Bank | 0.00% | No change | 163 | $16K |
| GGM Financial LLC | 0.01% | Add +0.7% | 151 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 150 | $15K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -6.6% | 141 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 125 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 117 | $11K |
| Evermay Wealth Management LLC | 0.00% | Reduce -5.0% | 115 | $11K |
| Lanark Financial, Inc. | 0.00% | Add +82.0% | 111 | $11K |
| Glassman Wealth Services | 0.00% | Add +191.7% | 105 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +128.3% | 105 | $10K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 100 | $10K |
| S&T Bank | 0.00% | No change | 97 | $9K |
| Basepoint Wealth LLC | 0.00% | Add +1.1% | 89 | $9K |
| Trust Co. of Vermont | 0.00% | — | 75 | $7K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 75 | $7K |
| American Capital Advisory, LLC | 0.00% | Reduce -67.1% | 74 | $7K |
| Montgomery Financial Services LLC | 0.01% | — | 71 | $7K |
| Compass Financial Management LLC | 0.00% | — | 68 | $7K |
| Glenmede Trust Co. NA | 0.00% | Reduce -82.7% | 67 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Add +51.2% | 62 | $6K |
| FWL Investment Management, LLC | 0.00% | New | 62 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | New | 58 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 56 | $5K |
| Realta Investment Advisors | 0.00% | Add +409.1% | 56 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 52 | $5K |
| Golden State Wealth Management, LLC | 0.00% | New | 50 | $5K |
| Downshift Financial, LLC | 0.00% | New | 45 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 43 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +214.3% | 44 | $4K |
| Networth Advisors, LLC | 0.00% | No change | 33 | $3K |
| Institute for Wealth Management, LLC. | 0.00% | New | 33 | $3K |
| Addison Advisors LLC | 0.00% | No change | 27 | $3K |
| Copia Wealth Management | 0.00% | New | 26 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 17 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 15 | $1K |
| Anchor Bay Capital, Inc. | 0.00% | — | 13 | $1K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $1K |
| Westfuller Advisors, LLC | 0.00% | No change | 9 | $868 |
| Cape Investment Advisory, Inc. | 0.00% | New | 9 | $868 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 9 | $868 |
| Lodestone Wealth Management LLC | 0.00% | No change | 8 | $789 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 8 | $772 |
| Eastern Bank | 0.00% | Reduce -82.6% | 8 | $772 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -93.1% | 4 | $399 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.