Avantis US Small Cap ValueAVUVETF
13F holders, Q3 2024 (September 30)707holders +57
83new positions
35sold out
2famous investors
$95.87avg. 13F price*
At the end of Q3 2024, 707 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 57 from Q2 2024. 83 opened new positions and 35 sold out. The largest holders were Creative Planning ($593.5M), LPL Financial LLC ($370.7M) and Merriman Wealth Management, LLC ($345.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $402.5M |
| Exits | 35 | $62.8M |
All 13F filers, Q2 2024 → Q3 2024: 14,330,747 shares bought and 2,111,056 shares sold, net +12,219,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 707 holders
| Creative Planning | 0.59% | Add +6.8% | 6,185,424 | $593.5M |
| LPL Financial LLC | 0.17% | Add +13.7% | 3,863,012 | $370.7M |
| Merriman Wealth Management, LLC | 14.01% | Reduce -1.6% | 3,596,816 | $345.1M |
| Morgan Stanley | 0.02% | Add +6.4% | 3,157,246 | $302.9M |
| Mason Investment Advisory Services, Inc. | 15.21% | Reduce -0.7% | 2,712,925 | $260.3M |
| Truepoint, Inc. | 5.79% | Add +1.7% | 2,246,883 | $215.6M |
| CHURCHILL MANAGEMENT Corp | 2.45% | Add +1.2% | 2,227,544 | $213.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +253.6% | 1,807,129 | $173.4M |
| Focus Partners Wealth | 0.53% | New | 1,743,408 | $167.3M |
| Bank of America Corp. | 0.01% | Add +10.4% | 1,724,482 | $165.5M |
| Ameriprise Financial Inc. | 0.03% | Add +227.6% | 1,282,805 | $123.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +48.2% | 1,256,543 | $120.6M |
| Osaic Holdings, Inc. | 0.26% | Add +465.5% | 1,194,018 | $113.3M |
| UBS Group AG | 0.03% | Add +22.3% | 1,136,466 | $109.0M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 1,094,529 | $105.0M |
| Unison Advisors LLC | 12.19% | Reduce -3.2% | 1,056,146 | $101.3M |
| Evensky & Katz LLC | 6.11% | Add +2.9% | 977,236 | $93.8M |
| Prime Capital Investment Advisors, LLC | 1.33% | Reduce -7.5% | 969,484 | $93.0M |
| Empowered Funds, LLC | 1.46% | Add +2.5% | 969,267 | $93.0M |
| HighTower Advisors, LLC | 0.14% | Add +16.3% | 960,645 | $92.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.1% | 899,145 | $86.3M |
| Waverly Advisors, LLC | 1.56% | Add +7.1% | 879,097 | $84.3M |
| Avantax Planning Partners, Inc. | 2.92% | Reduce -12.1% | 848,684 | $81.4M |
| Plancorp, LLC | 3.28% | Add +3.8% | 837,800 | $80.4M |
| Focus Partners Advisor Solutions, LLC | 1.64% | Add +3.7% | 811,420 | $77.9M |
| TCI Wealth Advisors, Inc. | 6.45% | Add +3.7% | 797,648 | $76.5M |
| Carlson Capital Management | 3.16% | Add +8.9% | 775,134 | $74.4M |
| Royal Bank of Canada | 0.02% | Add +9.9% | 740,205 | $71.0M |
| WMS Partners, LLC | 3.92% | Add +4.5% | 729,558 | $70.0M |
| Oxford Financial Group, LTD. LLC | 4.36% | Reduce -0.6% | 716,340 | $68.7M |
| Alesco Advisors, LLC, An ESL Co | 2.12% | Reduce -0.1% | 714,867 | $68.6M |
| Parcion Private Wealth LLC | 5.46% | Add +4.3% | 684,432 | $65.7M |
| American Century Companies Inc. | 0.04% | Add +5.7% | 659,759 | $63.3M |
| Foster Group, Inc. | 2.24% | Add +1.0% | 625,319 | $60.0M |
| Hill Investment Group Partners, LLC | 8.31% | Add +2.6% | 669,874 | $59.8M |
| Satovsky Asset Management LLC | 13.45% | Add +0.1% | 622,061 | $59.7M |
| Corient Private Wealth LP | 0.09% | Reduce -13.4% | 591,055 | $56.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -3.6% | 582,643 | $55.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.45% | Add +4.2% | 565,904 | $54.3M |
| Comerica Bank | 0.21% | Reduce -12.3% | 549,440 | $52.7M |
| NorthCoast Asset Management LLC | 0.36% | New | 541,711 | $51.6M |
| Raymond James & Associates | 0.03% | Add +25.4% | 534,237 | $51.3M |
| Traphagen Investment Advisors LLC | 5.03% | Add +125.2% | 519,974 | $49.9M |
| Beaird Harris Wealth Management, LLC | 4.32% | Add +6.0% | 515,592 | $49.5M |
| PDS Planning, Inc | 4.38% | New | 509,432 | $48.9M |
| Marquette Asset Management, LLC | 7.27% | Reduce -0.4% | 477,734 | $45.8M |
| Werba Rubin Papier Wealth Management | 10.30% | Add +3.9% | 457,670 | $43.9M |
| Meredith Wealth Planning | 20.94% | Add +1.3% | 457,329 | $43.9M |
| TruWealth Advisors, LLC | 2.43% | Add +2.8% | 413,214 | $39.6M |
| Burton Enright Welch | 8.29% | Add +0.3% | 403,009 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +3.7% | 402,266 | $38.6M |
| Correct Capital Wealth Management | 8.37% | Reduce -8.0% | 394,002 | $37.8M |
| Krilogy Financial LLC | 2.56% | Add +2.3% | 387,296 | $37.2M |
| Mariner, LLC | 0.07% | Add +34.4% | 384,408 | $36.9M |
| Financial Partners Group, Inc | 5.17% | Add +9.4% | 364,307 | $35.0M |
| Private Advisor Group, LLC | 0.21% | Add +23.2% | 357,845 | $34.3M |
| Allworth Financial LP | 0.20% | Reduce -0.1% | 342,564 | $32.9M |
| Red Lighthouse Investment Management, LLC | 12.81% | Reduce -0.7% | 341,605 | $32.8M |
| Team Hewins, LLC | 12.50% | Reduce -1.1% | 340,562 | $32.7M |
| PrairieView Partners, LLC | 3.35% | Add +2.3% | 335,633 | $32.2M |
| Falcon Wealth Planning | 3.67% | Add +9.8% | 326,006 | $31.3M |
| Intelligence Driven Advisers, LLC | 4.35% | Reduce -2.7% | 316,892 | $30.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 25.30% | Reduce -0.3% | 305,291 | $29.3M |
| Callan Capital, LLC | 2.04% | Add +12.8% | 303,883 | $29.2M |
| Quarry Hill Advisors, LLC | 19.44% | Reduce -3.8% | 302,509 | $29.0M |
| Brown University | 11.72% | Add +22.7% | 301,800 | $29.0M |
| Creative Capital Management Investments LLC | 11.24% | Reduce -0.8% | 280,124 | $26.9M |
| Acorn Financial Advisory Services Inc. | 4.73% | Add +0.2% | 278,469 | $26.7M |
| Eagle Wealth Strategies LLC | 18.75% | Add +1.2% | 267,896 | $25.7M |
| RVW Wealth, LLC | 2.36% | Reduce -4.7% | 264,959 | $25.4M |
| Atria Investments, Inc | 0.31% | Add +271.0% | 257,782 | $24.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +19.3% | 255,118 | $24.5M |
| WMG Financial Advisors, LLC | 11.02% | Add +6.0% | 254,243 | $24.4M |
| Orrstown Financial Services Inc. | 7.13% | Add +996.5% | 251,552 | $24.1M |
| Glenview Trust Co | 0.46% | Add +7.0% | 249,491 | $23.9M |
| Family Investment Center, Inc. | 5.98% | Add +0.7% | 248,285 | $23.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.64% | Add +11.0% | 236,445 | $22.7M |
| MJP Associates Inc. | 4.00% | Add +39.3% | 219,777 | $21.1M |
| Advisor OS, LLC | 2.10% | Add +38.0% | 219,777 | $21.1M |
| Bluespring Wealth Management, LLC | 2.11% | Add +6.5% | 219,238 | $21.0M |
| MB Generational Wealth, LLC | 15.10% | Reduce -2.5% | 218,501 | $21.0M |
| High Probability Advisors, LLC | 3.55% | Add +1.9% | 217,541 | $20.9M |
| Objectivity Squared, LLC | 14.50% | Add +20.7% | 218,561 | $20.8M |
| Tarbox Family Office, Inc. | 3.35% | Add +2.8% | 212,752 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.8% | 211,732 | $20.3M |
| MML Investors Services, LLC | 0.07% | Add +32.1% | 210,055 | $20.2M |
| Bare Financial Services, Inc | 8.20% | Add +42.1% | 208,174 | $20.0M |
| Cwm, LLC | 0.09% | Add +4.3% | 206,923 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +10.6% | 204,912 | $19.7M |
| Wealth Architects, LLC | 2.21% | Add +10.6% | 203,438 | $19.5M |
| Stephens Consulting, LLC | 4.90% | Add +3.0% | 199,356 | $19.1M |
| Valued Wealth Advisors LLC | 12.20% | Reduce -1.6% | 196,210 | $18.8M |
| Pathstone Holdings, LLC | 0.08% | Add +0.1% | 191,245 | $18.3M |
| Great Point Wealth Advisors, LLC | 3.83% | Add +2.0% | 186,964 | $17.9M |
| Gallagher Fiduciary Advisors, LLC | 3.63% | New | 186,796 | $17.9M |
| Chicago Partners Investment Group LLC | 0.64% | Add +7.9% | 187,332 | $17.8M |
| Apollon Wealth Management, LLC | 0.50% | Add +7.8% | 185,500 | $17.8M |
| Cetera Investment Advisers | 0.04% | Add +29.3% | 184,504 | $17.7M |
| Paragon Advisors, LLC | 5.66% | Add +8.9% | 181,725 | $17.4M |
| WJ Interests, LLC | 7.68% | Add +55.3% | 181,417 | $17.4M |
| Morton Brown Family Wealth, LLC | 6.05% | Add +18.3% | 177,435 | $17.0M |
| N.E.W. Advisory Services LLC | 1.66% | Add +9.7% | 175,692 | $16.9M |
| Flaharty Asset Management, LLC | 2.36% | Reduce -1.5% | 175,003 | $16.8M |
| Cresset Asset Management, LLC | 0.07% | Add +52.9% | 174,919 | $16.8M |
| Cowa, LLC | 7.70% | Add +21.1% | 168,221 | $16.2M |
| Mfa Wealth Advisors, LLC | 3.54% | Reduce -5.1% | 168,362 | $16.2M |
| Concentric Wealth Management, LLC | 3.89% | Add +0.5% | 166,279 | $16.0M |
| WESPAC Advisors SoCal, LLC | 3.69% | Add +9.2% | 166,157 | $15.9M |
| D'Orazio & Associates, Inc. | 2.26% | Reduce -1.0% | 165,338 | $15.9M |
| Stifel Financial Corp. | 0.02% | Reduce -0.4% | 162,032 | $15.5M |
| Allegiance Financial Group Advisory Services LLC | 5.41% | Add +6.4% | 162,012 | $15.5M |
| Flagstone Financial Management | 5.21% | Add +3.9% | 161,880 | $15.5M |
| JRM Investment Counsel, LLC | 5.68% | Reduce -10.9% | 161,559 | $15.5M |
| Symphony Financial, Ltd. Co. | 2.55% | Add +7.2% | 161,458 | $15.4M |
| Mraz, Amerine & Associates, Inc. | 2.78% | Add +1.6% | 160,419 | $15.4M |
| Highland Financial Advisors, LLC | 5.47% | Add +9.0% | 160,396 | $15.4M |
| Fifth Third Bancorp | 0.06% | Add +35.0% | 160,070 | $15.4M |
| Avantax Advisory Services, Inc. | 0.10% | Add +14.5% | 160,048 | $15.4M |
| Oakwell Private Wealth Management, LLC | 4.41% | Reduce -5.4% | 159,761 | $15.3M |
| Baird Financial Group, Inc. | 0.03% | Add +62.8% | 156,301 | $15.0M |
| CGC Financial Services, LLC | 6.00% | Add +1.3% | 155,982 | $15.0M |
| Financial Synergies Wealth Advisors, Inc. | 1.85% | Add +3.5% | 154,951 | $14.9M |
| Towneley Capital Management, Inc / DE | 3.37% | Add +5.0% | 154,869 | $14.9M |
| WCG Wealth Advisors LLC | 0.98% | Add +1.5% | 151,788 | $14.6M |
| Betterment LLC | 0.03% | Add +2.9% | 151,464 | $14.5M |
| Wallington Asset Management, LLC | 2.00% | Add +1.7% | 149,674 | $14.4M |
| Opus Capital Group, LLC | 1.79% | Add +8.8% | 149,333 | $14.3M |
| Arlington Financial Advisors, LLC | 2.94% | Add +3.0% | 149,220 | $14.3M |
| Venturi Wealth Management, LLC | 0.75% | Add +1.7% | 148,684 | $14.3M |
| Sage Rhino Capital LLC | 3.16% | Add +1.7% | 148,666 | $14.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +114.0% | 148,091 | $14.2M |
| Bfsg, LLC | 1.63% | Add +11.1% | 146,268 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 145,150 | $13.9M |
| Stock Yards Bank & Trust Co. | 0.45% | Add +25.5% | 145,044 | $13.9M |
| Lifestyle Asset Management, Inc. | 7.65% | Add +2.1% | 144,419 | $13.9M |
| Collective Family Office LLC | 3.61% | Add +6.9% | 138,688 | $13.3M |
| Aire Advisors, LLC | 2.91% | Reduce -3.1% | 137,213 | $13.2M |
| Peak Asset Management, LLC | 2.45% | Add +11.7% | 135,501 | $13.0M |
| Aprio Wealth Management, LLC | 2.06% | Add +5.1% | 134,384 | $12.9M |
| Tower Wealth Partners, Inc. | 7.46% | Add +0.1% | 133,648 | $12.8M |
| Northwest Wealth Management, LLC | 2.95% | Add +3.0% | 132,024 | $12.7M |
| Nottingham Advisors, Inc. | 1.36% | Add +3.3% | 128,304 | $12.3M |
| Regatta Capital Group, LLC | 2.37% | Add +4.7% | 127,131 | $12.2M |
| HUB Investment Partners, LLC | 0.52% | Add +9.3% | 124,518 | $11.9M |
| Meritas Wealth Management, LLC | 7.36% | Add +21.5% | 123,906 | $11.9M |
| Bull Oak Capital, LLC | 6.82% | New | 123,701 | $11.9M |
| Wealthcare Advisory Partners LLC | 0.33% | Add +79.7% | 121,471 | $11.7M |
| Fonville Wealth Management LLC | 4.02% | Add +10.7% | 121,367 | $11.6M |
| SFG Wealth Management, LLC. | 6.17% | Add +3.5% | 121,277 | $11.6M |
| Rothschild Investment LLC | 0.76% | Add +59.1% | 121,057 | $11.6M |
| Compass Ion Advisors, LLC | 1.41% | Add +1516.6% | 120,100 | $11.5M |
| Insight Wealth Strategies, LLC | 1.52% | Add +1.1% | 119,978 | $11.5M |
| Financial Management Network Inc. | 2.41% | Add +19.3% | 119,769 | $11.5M |
| Drake & Associates, LLC | 3.66% | Add +4.7% | 118,015 | $11.3M |
| Nwam LLC | 0.68% | New | 115,952 | $11.1M |
| Means Investment Co., Inc. | 1.22% | Add +25.5% | 114,745 | $11.0M |
| Stokes Family Office, LLC | 1.20% | Add +5.2% | 114,385 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +8.3% | 114,228 | $11.0M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +8.3% | 114,228 | $11.0M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +18.7% | 114,069 | $10.9M |
| REAP Financial Group, LLC | 2.68% | Add +9.5% | 113,837 | $10.9M |
| Fort Vancouver Investment Management, LLC | 9.41% | Add +0.2% | 113,662 | $10.9M |
| Smith, Moore & Co. | 1.04% | Add +1.0% | 113,022 | $10.8M |
| Stephens Inc. | 0.15% | Add +0.8% | 112,892 | $10.8M |
| Apeiron RIA LLC | 3.10% | Add +4.5% | 112,766 | $10.8M |
| ABLE Financial Group, LLC | 3.32% | Add +5.2% | 111,842 | $10.7M |
| Austin Asset Management Co Inc | 2.18% | Reduce -11.9% | 111,779 | $10.7M |
| OneDigital Investment Advisors LLC | 0.12% | Add +2.2% | 111,343 | $10.7M |
| Kavar Capital Partners Group, LLC | 1.69% | Add +2.4% | 111,261 | $10.7M |
| B&D White Capital Company, LLC | 1.84% | Add +9.6% | 111,034 | $10.7M |
| Greenup Street Wealth Management LLC | 2.16% | Reduce -13.7% | 109,218 | $10.5M |
| Strategic Blueprint, LLC | 0.65% | Add +1.7% | 109,169 | $10.5M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -13.3% | 109,026 | $10.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.3% | 107,699 | $10.3M |
| Revolve Wealth Partners, LLC | 1.56% | Add +3.5% | 106,527 | $10.2M |
| Strategic Planning Group, LLC | 2.01% | New | 106,315 | $10.2M |
| Arq Wealth Advisors, LLC | 3.85% | Add +2.1% | 106,178 | $10.2M |
| Porter White Investment Advisors, Inc. | 5.07% | Add +2.9% | 105,517 | $10.1M |
| Regimen Wealth, LLC | 3.25% | Add +0.8% | 104,847 | $10.1M |
| Financial Advocates Investment Management | 0.56% | Add +60.6% | 103,752 | $10.0M |
| Willow Creek Wealth Management Inc. | 1.04% | Add +3.6% | 103,477 | $9.9M |
| Hamilton Point Investment Advisors, LLC | 1.77% | Reduce -0.7% | 102,345 | $9.8M |
| Cerro Pacific Wealth Advisors LLC | 3.68% | Add +0.5% | 108,414 | $9.7M |
| WealthCollab, LLC | 6.37% | Add +3.7% | 100,830 | $9.7M |
| Echo Wealth Management, LLC | 6.73% | Reduce -0.6% | 101,104 | $9.6M |
| RFG Advisory, LLC | 0.29% | Add +3.2% | 99,588 | $9.6M |
| Quantum Financial Advisors, LLC | 1.49% | Add +6.9% | 99,279 | $9.5M |
| NewEdge Advisors, LLC | 0.06% | Add +278.7% | 98,035 | $9.4M |
| Financial Futures Ltd Liability Co. | 5.38% | Reduce -0.4% | 97,959 | $9.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.71% | Reduce -2.9% | 97,518 | $9.4M |
| Pine Harbor Wealth Management, LLC | 4.65% | Add +86.1% | 97,450 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +687.5% | 96,537 | $9.3M |
| MAI Capital Management | 0.09% | Add +0.4% | 96,271 | $9.2M |
| &partners | 0.18% | Add +14.2% | 95,398 | $9.2M |
| Opal Wealth Advisors, LLC | 2.88% | Reduce -1.9% | 95,706 | $9.2M |
| True Wealth Design, LLC | 3.58% | Reduce -34.1% | 95,476 | $9.2M |
| Harbor Group, Inc. | 2.11% | Add +235.5% | 95,211 | $9.1M |
| Dakota Wealth Management | 0.21% | Reduce -3.7% | 94,736 | $9.1M |
| Shotwell Rutter Baer Inc | 7.46% | Add +2.4% | 94,687 | $9.1M |
| Silver Oak Securities, Incorporated | 0.95% | Add +69.1% | 94,570 | $9.0M |
| FAS Wealth Partners, Inc. | 0.71% | Add +8.5% | 92,566 | $8.9M |
| Continuum Advisory, LLC | 1.12% | Add +2.2% | 85,904 | $8.8M |
| Centaurus Financial, Inc. | 0.54% | Reduce -3.2% | 89,209 | $8.6M |
| Alliance Wealth Advisors, LLC | 4.87% | Add +3.6% | 88,129 | $8.5M |
| Simplicity Wealth,LLC | 0.78% | Add +766.4% | 88,090 | $8.5M |
| Klaas Financial Asset Advisors, LLC | 1.46% | Add +1.5% | 87,799 | $8.4M |
| Waypoint Capital Advisors, LLC | 1.73% | Reduce -26.3% | 84,859 | $8.1M |
| Park Avenue Securities LLC | 0.09% | Add +14.5% | 83,953 | $8.1M |
| Advisory Services Network, LLC | 0.16% | No change | 88,785 | $8.0M |
| Watts Gwilliam & Co., LLC | 1.72% | — | 83,020 | $7.9M |
| Libra Wealth LLC | 3.13% | Add +11.4% | 81,757 | $7.8M |
| Convergence Financial, LLC | 1.65% | Add +16.7% | 81,182 | $7.8M |
| Private Wealth Management Group, LLC | 3.03% | Add +8.2% | 80,084 | $7.7M |
| Core Wealth Advisors, Inc. | 2.43% | Add +5.6% | 78,991 | $7.6M |
| Ameritas Advisory Services, LLC | 0.33% | Add +4.2% | 78,960 | $7.6M |
| Venture Visionary Partners LLC | 0.34% | Add +17.4% | 78,865 | $7.6M |
| Clarus Group, Inc. | 3.19% | Reduce -0.7% | 78,723 | $7.6M |
| Greenwich Wealth Management LLC | 0.51% | Add +3.0% | 78,178 | $7.5M |
| Midwest Financial Group LLC | 4.33% | Add +48.3% | 76,831 | $7.4M |
| IAM Advisory, LLC | 1.86% | Add +0.4% | 76,659 | $7.4M |
| Herold Advisors, Inc. | 1.58% | Add +4.2% | 76,008 | $7.3M |
| Proathlete Wealth Management LLC | 2.98% | Add +9.0% | 75,471 | $7.2M |
| Journey Strategic Wealth LLC | 0.26% | Add +22.6% | 75,028 | $7.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.79% | Add +31.0% | 74,926 | $7.2M |
| Wedmont Private Capital | 0.41% | Add +23.1% | 75,347 | $7.2M |
| Ancora Advisors LLC | 0.16% | Add +273.6% | 74,864 | $7.2M |
| Diversify Wealth Management, LLC | 0.69% | Add +989.0% | 75,065 | $7.1M |
| BWM Planning, LLC | 3.13% | — | 73,586 | $7.1M |
| Cooper Financial Group | 0.91% | New | 73,408 | $7.0M |
| Del-Sette Capital Management, LLC | 5.47% | New | 72,988 | $7.0M |
| Navalign, LLC | 2.06% | Add +3.3% | 72,835 | $7.0M |
| Bayshore Asset Management, LLC | 3.13% | Add +7.7% | 72,731 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +31.8% | 72,676 | $7.0M |
| Certified Advisory Corp | 0.77% | Add +10.5% | 72,460 | $7.0M |
| Yardley Wealth Management LLC | 4.06% | — | 71,377 | $6.8M |
| Collaborative Wealth Managment Inc. | 3.09% | Add +6.0% | 71,217 | $6.8M |
| Trilogy Capital Inc. | 0.34% | Add +5.7% | 70,769 | $6.8M |
| ORBA Wealth Advisors, L.L.C. | 3.42% | Add +0.7% | 70,426 | $6.8M |
| PCG Wealth Advisors, LLC | 2.54% | Add +26.3% | 68,759 | $6.6M |
| Aveo Capital Partners, LLC | 0.70% | Add +11.1% | 68,632 | $6.6M |
| Tortoise Investment Management, LLC | 0.69% | Add +8.0% | 68,559 | $6.6M |
| Integrity Wealth Solutions LLC | 3.83% | Add +4.6% | 68,471 | $6.6M |
| Family Wealth Partners, LLC | 3.35% | Add +2.2% | 68,289 | $6.6M |
| Merit Financial Group, LLC | 0.14% | Reduce -0.7% | 66,449 | $6.4M |
| Lutz Financial Services LLC | 0.51% | Add +3.7% | 65,503 | $6.3M |
| Blue Investment Partners LLC | 2.58% | Add +10.3% | 65,268 | $6.3M |
| NCM Capital Management, LLC | 3.00% | Add +7.0% | 65,094 | $6.2M |
| Per Stirling Capital Management, LLC. | 0.86% | Add +4.4% | 64,808 | $6.2M |
| WR Wealth Planners, LLC | 1.72% | Add +24.7% | 64,608 | $6.2M |
| Elevate Wealth Advisory, Inc. | 4.55% | Add +2.2% | 63,869 | $6.1M |
| Jones Financial Companies LLLP | 0.01% | Add +72.0% | 63,958 | $6.1M |
| Avaii Wealth Management, LLC | 3.08% | New | 63,617 | $6.1M |
| Intergy Private Wealth, LLC | 2.31% | Add +2.0% | 63,132 | $6.1M |
| Carr Financial Group Corp | 1.81% | Add +20.6% | 63,126 | $6.1M |
| Savant Capital, LLC | 0.05% | Add +28.9% | 63,071 | $6.1M |
| BSW Wealth Partners | 0.90% | Add +7.3% | 62,831 | $6.0M |
| Stone Summit Wealth LLC | 1.93% | New | 62,467 | $6.0M |
| First National Bank Sioux Falls | 2.71% | Add +7.1% | 61,998 | $5.9M |
| McIlrath & Eck, LLC | 0.75% | Add +53.6% | 60,969 | $5.8M |
| Visionary Wealth Advisors | 0.35% | Add +1.4% | 59,931 | $5.8M |
| Integrated Capital Management, LLC | 3.05% | — | 59,921 | $5.7M |
| Widmann Financial Services, Inc. | 4.35% | Add +4.1% | 59,833 | $5.7M |
| Earned Wealth Advisors, LLC | 1.73% | Add +2.8% | 59,447 | $5.7M |
| Midwest Heritage Bank, FSB | 2.61% | Add +2.1% | 58,190 | $5.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Add +294.9% | 57,665 | $5.5M |
| Aspire Capital Advisors LLC | 1.64% | Add +1.7% | 57,332 | $5.5M |
| Islay Capital Management, LLC | 3.71% | Add +5.7% | 57,142 | $5.5M |
| White Pine Investment CO | 1.50% | Add +2.7% | 56,841 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Reduce -8.3% | 56,990 | $5.4M |
| ERn Financial, LLC | 0.82% | Add +6.0% | 56,179 | $5.4M |
| Passive Capital Management, LLC. | 1.85% | Add +0.1% | 55,098 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +2.3% | 54,915 | $5.3M |
| Castle Wealth Management LLC | 2.09% | Add +3.3% | 54,459 | $5.2M |
| Longview Financial Advisors, Inc. | 3.82% | Reduce -0.9% | 54,285 | $5.2M |
| Farther Finance Advisors, LLC | 0.19% | Add +25.6% | 54,069 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +30.4% | 53,314 | $5.1M |
| ProVise Management Group, LLC | 0.40% | New | 53,212 | $5.1M |
| Foster & Motley Inc. | 0.32% | Add +11.5% | 53,134 | $5.1M |
| Liberty One Investment Management, LLC | 0.52% | Add +0.0% | 52,718 | $5.1M |
| Keb Asset Management, LLC | 1.52% | Add +28.6% | 52,648 | $5.1M |
| Visionary Horizons, LLC | 3.34% | Add +46.7% | 52,039 | $5.0M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -4.3% | 52,535 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +21.1% | 51,754 | $5.0M |
| Rainey & Randall Wealth Advisors Inc. | 1.06% | Add +9.2% | 51,387 | $4.9M |
| SC&H Financial Advisors, Inc. | 1.07% | Add +8.1% | 50,980 | $4.9M |
| KPP Advisory Services LLC | 1.17% | Reduce -2.4% | 50,875 | $4.9M |
| CoreFirst Bank & Trust | 2.82% | Add +3.7% | 50,833 | $4.9M |
| SkyOak Wealth, LLC | 1.08% | New | 50,774 | $4.9M |
| Perigon Wealth Management, LLC | 0.13% | Add +6.2% | 50,760 | $4.9M |
| LexAurum Advisors, LLC | 1.06% | Add +4.3% | 49,972 | $4.8M |
| Lantern Wealth Advisors, LLC | 3.29% | Add +4.6% | 49,508 | $4.8M |
| Conrad Siegel Investment Advisors, Inc. | 1.28% | Reduce -0.5% | 49,506 | $4.8M |
| Sterneck Capital Management, LLC | 2.56% | Reduce -2.5% | 49,372 | $4.7M |
| Enzi Wealth | 1.84% | Add +8.0% | 48,489 | $4.7M |
| Dogwood Wealth Management LLC | 2.70% | Add +7.2% | 48,889 | $4.7M |
| Waterfront Wealth Inc. | 1.14% | Add +12.3% | 48,762 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 48,463 | $4.7M |
| Diversified Portfolios, Inc. | 0.47% | Add +20.8% | 47,451 | $4.6M |
| Liberty Capital Management, Inc. | 0.99% | Add +4.5% | 46,562 | $4.5M |
| CVA Family Office, LLC | 0.71% | Add +3.8% | 45,886 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 45,863 | $4.4M |
| Wealthfront Advisers LLC | 0.01% | Add +25.0% | 45,527 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.52% | Reduce -3.4% | 45,609 | $4.4M |
| Running Point Capital Advisors, LLC | 1.68% | Add +1.2% | 45,175 | $4.3M |
| Seed Wealth Management, Inc. | 3.46% | Reduce -7.9% | 45,080 | $4.3M |
| Equita Financial Network, Inc. | 1.58% | Reduce -1.8% | 45,000 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +12.3% | 44,833 | $4.3M |
| WorthPointe, LLC | 1.80% | Add +6.8% | 44,665 | $4.3M |
| Spectrum Wealth Advisory Group, LLC | 2.40% | New | 44,623 | $4.3M |
| IFP Advisors, Inc | 0.15% | Reduce -20.3% | 44,342 | $4.3M |
| Elios Financial Group Inc. | 1.96% | — | 44,171 | $4.2M |
| Orion Capital Management LLC | 2.04% | Add +18.4% | 43,804 | $4.2M |
| Slagle Financial, LLC | 1.85% | Add +13.6% | 43,514 | $4.2M |
| Tiaa Trust, National Association | 0.01% | New | 42,313 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -9.7% | 42,091 | $4.0M |
| S. R. Schill & Associates | 2.82% | Reduce -3.1% | 41,564 | $4.0M |
| Cypress Point Wealth Management, LLC | 1.56% | Reduce -12.6% | 41,335 | $4.0M |
| Prosperity Planning, Inc. | 1.71% | Add +38.6% | 40,101 | $3.8M |
| Global Retirement Partners, LLC | 0.12% | Add +9.7% | 39,988 | $3.8M |
| Northland Capital Management LLC | 2.17% | Add +2.3% | 39,453 | $3.8M |
| Apella Capital, LLC | 0.15% | Reduce -4.0% | 39,647 | $3.7M |
| Physician Wealth Solutions Inc. | 1.78% | Add +13.6% | 37,163 | $3.6M |
| CSS LLC | 0.64% | Reduce -7.5% | 37,100 | $3.6M |
| Titleist Asset Management, LLC | 0.50% | New | 36,085 | $3.5M |
| IMA Advisory Services, Inc. | 0.74% | Add +12.5% | 35,322 | $3.4M |
| Canvas Wealth Advisors, LLC | 0.93% | Add +0.5% | 35,254 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +40.3% | 35,158 | $3.4M |
| Mayfair Advisory Group, LLC | 2.12% | Add +34.3% | 35,063 | $3.4M |
| Telos Capital Management, Inc. | 0.35% | Add +2.0% | 34,846 | $3.3M |
| M Holdings Securities, Inc. | 0.83% | Add +1.5% | 34,347 | $3.3M |
| Beacon Financial Group | 0.36% | Reduce -13.9% | 34,183 | $3.3M |
| Tillman Hartley LLC | 0.97% | Reduce -2.0% | 34,079 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.51% | Add +5.5% | 33,840 | $3.2M |
| Larson Financial Group LLC | 0.18% | Add +165.5% | 33,620 | $3.2M |
| Black Swift Group, LLC | 0.71% | Add +247.0% | 33,570 | $3.2M |
| Legacy Financial Strategies, LLC | 0.69% | Add +2.5% | 32,477 | $3.1M |
| New England Private Wealth Advisors LLC | 0.50% | Add +2.4% | 32,310 | $3.1M |
| Cardiff Park Advisors, LLC | 0.28% | Reduce -2.4% | 32,106 | $3.1M |
| Gateway Wealth Partners, LLC | 0.84% | Add +3.1% | 31,724 | $3.0M |
| Symmetry Partners, LLC | 0.72% | Reduce -84.0% | 31,558 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.26% | Add +18.3% | 31,354 | $3.0M |
| Heron Bay Capital Management | 0.62% | Add +38.8% | 30,745 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +1.4% | 30,730 | $2.9M |
| IHT Wealth Management, LLC | 0.08% | Add +34.4% | 30,447 | $2.9M |
| Westside Investment Management, Inc. | 0.61% | Add +39.2% | 30,047 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.5% | 29,850 | $2.9M |
| Pasadena Private Wealth, LLC | 0.60% | New | 29,535 | $2.8M |
| Peirce Capital Management, LLC | 1.42% | Reduce -5.9% | 29,377 | $2.8M |
| DBK Financial Counsel, LLC | 2.84% | Add +2.0% | 29,320 | $2.8M |
| Good Life Advisors, LLC | 0.17% | Add +8.7% | 29,164 | $2.8M |
| Community Bank, N.A. | 0.35% | Add +15.2% | 29,163 | $2.8M |
| Quadcap Wealth Management, LLC | 0.44% | Add +249.4% | 29,075 | $2.8M |
| Safe Harbor Fiduciary, LLC | 2.61% | — | 29,028 | $2.8M |
| Level Financial Advisors | 1.06% | Add +1.1% | 28,978 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Add +0.9% | 28,869 | $2.8M |
| TFB Advisors LLC | 0.82% | Add +27.4% | 28,695 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.65% | Reduce -13.9% | 28,618 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +53.9% | 28,354 | $2.7M |
| Cornerstone Management, Inc. | 0.56% | Reduce -9.2% | 28,190 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +644.8% | 28,011 | $2.7M |
| Heritage Wealth Management, Inc. | 0.88% | Add +0.2% | 27,946 | $2.7M |
| RW Investment Management LLC | 0.33% | New | 27,630 | $2.7M |
| Tranquility Partners, LLC | 0.95% | Add +1.8% | 27,299 | $2.6M |
| Independence Bank of Kentucky | 0.56% | Add +3.3% | 27,109 | $2.6M |
| Transcend Capital Advisors, LLC | 0.17% | Add +12.9% | 26,807 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +105.1% | 26,743 | $2.6M |
| FMB Wealth Management | 1.40% | Add +3.3% | 25,798 | $2.5M |
| Goldstone Financial Group, LLC | 0.43% | Add +15.8% | 25,698 | $2.5M |
| Emprise Bank | 1.42% | Add +0.6% | 25,694 | $2.5M |
| All Season Financial Advisors, Inc. | 2.06% | Reduce -57.4% | 25,278 | $2.4M |
| Versant Capital Management, Inc | 0.54% | Add +0.1% | 24,736 | $2.4M |
| Cascade Financial Partners, LLC | 0.30% | Add +14.3% | 24,707 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +7.5% | 24,647 | $2.4M |
| Lam Group, Inc. | 1.66% | Add +28.3% | 24,500 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +3.5% | 24,351 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | No change | 24,096 | $2.3M |
| MN Wealth Advisors, LLC | 1.30% | Add +69.4% | 23,846 | $2.3M |
| Fidelity D & D Bancorp Inc. | 1.51% | Add +15.0% | 23,723 | $2.3M |
| SOL Capital Management CO | 0.25% | Add +0.3% | 23,421 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.43% | Add +2.1% | 23,341 | $2.2M |
| Mattern Wealth Management LLC | 0.49% | Add +13.5% | 23,314 | $2.2M |
| Cozad Asset Management Inc. | 0.21% | Add +5.6% | 23,104 | $2.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +134.0% | 22,799 | $2.2M |
| Annex Advisory Services, LLC | 0.07% | Reduce -39.3% | 22,508 | $2.2M |
| RDA Financial Network | 0.67% | Add +7.5% | 22,498 | $2.2M |
| Meadow Creek Wealth Advisors LLC | 1.71% | Add +10.4% | 22,439 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -5.2% | 22,423 | $2.2M |
| Squire Investment Management Company, LLC | 1.00% | Add +55.4% | 21,826 | $2.1M |
| Independent Advisor Alliance | 0.08% | Add +13.8% | 21,812 | $2.1M |
| JNBA Financial Advisors | 0.21% | Reduce -31.0% | 21,748 | $2.1M |
| McLean Asset Management Corp | 0.63% | Add +4.3% | 21,761 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.65% | Add +8.0% | 20,887 | $2.0M |
| Mgo One Seven LLC | 0.09% | Add +13.8% | 20,835 | $2.0M |
| LJI Wealth Management, LLC | 0.41% | Add +65.9% | 20,644 | $2.0M |
| Vawter Financial, Ltd. | 1.20% | Add +22.6% | 20,471 | $2.0M |
| Jackson Thornton Wealth Management, LLC | 0.26% | No change | 20,457 | $2.0M |
| AQR Capital Management | 0.00% | Add +195.1% | 20,248 | $1.9M |
| Austin Wealth Management, LLC | 0.43% | Add +12.1% | 20,512 | $1.9M |
| Bridge Advisory, LLC | 0.92% | Add +13.8% | 20,159 | $1.9M |
| Sequent Asset Management, LLC | 0.94% | Reduce -12.4% | 19,889 | $1.9M |
| Merkkuri Wealth Advisors LLC | 1.49% | Add +2.8% | 19,717 | $1.9M |
| Faithward Advisors, LLC | 0.33% | Add +1.8% | 19,525 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.68% | Add +6.8% | 19,485 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Add +20.0% | 19,458 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +0.7% | 19,424 | $1.9M |
| Asset Dedication, LLC | 0.12% | Reduce -0.4% | 19,284 | $1.9M |
| Etesian Wealth Advisors, Inc. | 0.83% | Add +3.4% | 19,157 | $1.8M |
| BigSur Wealth Management LLC | 0.50% | Add +2.9% | 19,013 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +59.0% | 18,482 | $1.8M |
| Plum Street Advisors, LLC | 0.89% | Add +11.5% | 18,367 | $1.8M |
| Aerodigm Wealth, LLC | 1.11% | Reduce -50.8% | 18,338 | $1.8M |
| REDW Wealth LLC | 0.45% | Reduce -9.1% | 18,241 | $1.8M |
| Kolinsky Wealth Management, LLC | 1.13% | Reduce -0.0% | 18,186 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.80% | Add +11.1% | 18,145 | $1.7M |
| New Millennium Group LLC | 1.12% | Add +101.5% | 18,102 | $1.7M |
| KWB Wealth | 0.23% | Add +8.0% | 19,293 | $1.7M |
| Fortis Capital Management LLC | 0.34% | Add +0.4% | 17,716 | $1.7M |
| Almanack Investment Partners, LLC. | 0.27% | No change | 17,664 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +19.4% | 17,280 | $1.7M |
| Root Financial Partners, LLC | 0.26% | New | 16,926 | $1.6M |
| Creative Financial Designs Inc. | 0.14% | Add +13.3% | 16,877 | $1.6M |
| Total Wealth Planning, LLC | 0.25% | Reduce -3.1% | 16,861 | $1.6M |
| CRA Financial Services, LLC | 0.30% | Add +5.7% | 16,783 | $1.6M |
| Insight Wealth Partners, LLC | 0.98% | Reduce -0.7% | 16,728 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +42.3% | 16,320 | $1.6M |
| National Bank of Canada | 0.00% | Add +225.7% | 16,183 | $1.6M |
| EnRich Financial Partners LLC | 0.52% | Add +104.9% | 16,085 | $1.5M |
| Rockwood Wealth Management, LLC | 0.17% | Add +0.7% | 16,007 | $1.5M |
| EWG Elevate Inc. | 0.61% | Add +1.5% | 15,762 | $1.5M |
| Sachetta, LLC | 0.59% | Add +7.2% | 15,508 | $1.5M |
| Zhang Financial LLC | 0.09% | Reduce -4.6% | 14,973 | $1.4M |
| Peak Planning Group, LLC | 0.63% | Add +280.8% | 14,861 | $1.4M |
| Freestate Advisors LLC | 1.46% | — | 14,633 | $1.4M |
| Savvy Advisors, Inc. | 0.28% | New | 14,535 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | New | 14,463 | $1.4M |
| Personal Cfo Solutions, LLC | 0.19% | Reduce -12.7% | 14,356 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +917.8% | 14,279 | $1.4M |
| Leading Edge Financial Planning LLC | 0.45% | Add +5.5% | 14,083 | $1.4M |
| Cornerstone Advisory, LLC | 0.18% | Add +80.9% | 14,067 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.91% | New | 14,006 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 14,099 | $1.3M |
| Sheets Smith Wealth Management | 0.16% | Add +57.7% | 13,904 | $1.3M |
| Trajan Wealth LLC | 0.08% | Add +4.2% | 13,892 | $1.3M |
| Summit X, LLC | 0.32% | Reduce -11.0% | 14,578 | $1.3M |
| CAP Partners, LLC | 0.98% | Add +3.5% | 13,622 | $1.3M |
| Proactive Wealth Strategies LLC | 0.72% | — | 13,430 | $1.3M |
| First Financial Corp. | 0.62% | Reduce -0.1% | 13,432 | $1.3M |
| Lauterbach Financial Advisors, LLC | 0.78% | Reduce -0.1% | 13,423 | $1.3M |
| NWF Advisory Services Inc. | 0.19% | Add +43.1% | 13,353 | $1.3M |
| Transcendent Capital Group LLC | 0.66% | Reduce -45.2% | 13,321 | $1.3M |
| Bessemer Group Inc. | 0.00% | New | 13,311 | $1.3M |
| Harbour Investment Management LLC | 0.56% | No change | 13,269 | $1.3M |
| Fidelis Capital Partners, LLC | 0.15% | New | 13,360 | $1.3M |
| Paragon Capital Management Ltd | 0.25% | Reduce -1.6% | 13,085 | $1.3M |
| Capital Wealth Alliance, LLC | 0.72% | Reduce -18.6% | 12,933 | $1.2M |
| Signal Advisors Wealth, LLC | 0.18% | New | 12,893 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | New | 12,644 | $1.2M |
| Bokf, NA | 0.02% | Add +0.7% | 12,610 | $1.2M |
| Able Wealth Management LLC | 0.89% | Reduce -1.5% | 12,240 | $1.2M |
| Heritage Wealth Management, Inc. | 1.06% | Reduce -1.3% | 12,227 | $1.2M |
| Apollon Financial, LLC | 0.34% | Add +1.3% | 12,081 | $1.2M |
| Nova R Wealth, Inc. | 0.57% | Add +0.3% | 12,015 | $1.2M |
| Stegent Equity Advisors, Inc. | 1.24% | Reduce -7.1% | 11,721 | $1.1M |
| Greenspring Advisors, LLC | 0.24% | No change | 11,468 | $1.1M |
| Capital Square, LLC | 0.67% | Reduce -16.8% | 11,460 | $1.1M |
| Debussy Capital Management LP | 0.32% | Reduce -2.2% | 11,345 | $1.1M |
| CWA Asset Management Group, LLC | 0.06% | — | 11,330 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | New | 11,323 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -5.8% | 11,282 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Reduce -1.3% | 11,239 | $1.1M |
| Gradient Capital Advisors, LLC | 0.36% | Reduce -2.3% | 11,220 | $1.1M |
| Armbruster Capital Management, Inc. | 0.21% | Add +11.8% | 10,805 | $1.0M |
| Arbor Wealth Advisors LLC | 0.91% | Add +44.9% | 10,478 | $1.0M |
| Facet Wealth, Inc. | 0.03% | Add +2.5% | 10,592 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +0.0% | 10,436 | $1.0M |
| Jacobi Capital Management LLC | 0.07% | Add +55.9% | 10,300 | $988K |
| Team Financial Group, LLC | 0.58% | New | 10,151 | $974K |
| Strategic Advisors LLC | 0.18% | Reduce -17.1% | 10,001 | $960K |
| Guidance Capital, Inc. | 0.30% | Add +9.4% | 9,652 | $948K |
| HBW Advisory Services LLC | 0.14% | New | 9,831 | $943K |
| Evanson Asset Management, LLC | 0.07% | Add +96.1% | 9,787 | $939K |
| GEM Asset Management, LLC | 0.53% | Add +0.4% | 9,798 | $935K |
| Cornell Pochily Investment Advisors, Inc. | 0.32% | Add +1.0% | 9,461 | $908K |
| Childress Capital Advisors, LLC | 0.24% | New | 9,365 | $899K |
| Provident Wealth Management, LLC | 0.30% | Reduce -35.1% | 9,272 | $890K |
| Arkadios Wealth Advisors | 0.05% | New | 9,089 | $872K |
| Claro Advisors Inc. | 0.11% | Add +7.8% | 9,009 | $864K |
| Brown Advisory Inc. | 0.00% | Add +23.9% | 9,008 | $864K |
| Beta Wealth Group, Inc. | 0.39% | Reduce -0.3% | 8,992 | $863K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.1% | 8,587 | $824K |
| Parallel Advisors, LLC | 0.02% | No change | 8,554 | $821K |
| Integrated Advisors Network LLC | 0.04% | Add +0.1% | 8,419 | $808K |
| Seaside Wealth Management, Inc. | 0.30% | Reduce -1.7% | 8,337 | $800K |
| PFG Investments, LLC | 0.05% | Add +140.7% | 8,213 | $788K |
| Klingman & Associates, LLC | 0.05% | Add +0.3% | 8,160 | $783K |
| Cambridge Financial Group, LLC | 0.33% | Add +0.1% | 8,143 | $781K |
| Caprock Group, LLC | 0.03% | Add +195.8% | 8,004 | $768K |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Add +15.5% | 7,992 | $767K |
| Dopkins Wealth Management, LLC | 0.62% | Reduce -62.6% | 7,977 | $765K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.5% | 7,909 | $759K |
| Kings Path Partners LLC | 0.31% | Add +0.7% | 7,812 | $750K |
| Ieq Capital, LLC | 0.01% | Reduce -22.1% | 7,670 | $736K |
| Stewardship Advisors, LLC | 0.21% | Reduce -5.0% | 7,654 | $734K |
| Arista Wealth Management, LLC | 0.17% | New | 7,452 | $715K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 7,383 | $708K |
| DHK Financial Advisors, Inc. | 0.43% | Add +0.4% | 7,364 | $707K |
| Voisard Asset Management Group, Inc. | 0.29% | New | 7,322 | $703K |
| Priebe Wealth Holdings LLC | 0.49% | New | 6,977 | $669K |
| Selective Wealth Management, Inc. | 0.28% | No change | 7,009 | $665K |
| Annapolis Financial Services, LLC | 0.19% | Add +1.7% | 6,771 | $650K |
| Argent Trust Co | 0.03% | Add +197.6% | 6,740 | $647K |
| Benjamin Edwards Inc. | 0.01% | New | 6,735 | $646K |
| Legacy Financial Group, Inc. | 0.22% | Add +1.7% | 6,689 | $634K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.7% | 6,419 | $616K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +22.8% | 6,381 | $612K |
| Intelligent Financial Strategies | 0.34% | Add +0.0% | 6,380 | $612K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.9% | 6,376 | $612K |
| Abacus Planning Group, Inc. | 0.11% | No change | 6,268 | $601K |
| Jefferies Financial Group Inc. | 0.01% | New | 6,258 | $600K |
| Bison Wealth, LLC | 0.10% | Add +141.6% | 6,222 | $597K |
| Lion Street Advisors, LLC | 0.21% | Add +40.9% | 6,202 | $595K |
| Central Bank & Trust Co. | 0.08% | No change | 6,151 | $590K |
| Consolidated Portfolio Review Corp | 0.13% | New | 6,143 | $589K |
| Kelleher Financial Advisors | 0.22% | New | 6,073 | $583K |
| Crosspoint Financial, LLC | 2.00% | Add +66.5% | 6,066 | $582K |
| Ironwood Financial, llc | 0.12% | Add +146.0% | 6,026 | $578K |
| Triune Financial Partners, LLC | 0.18% | Reduce -4.5% | 5,897 | $566K |
| Balboa Wealth Partners | 0.14% | Add +3.7% | 5,774 | $554K |
| Insigneo Advisory Services, LLC | 0.05% | Add +0.1% | 5,618 | $539K |
| Navis Wealth Advisors, LLC | 0.57% | No change | 5,515 | $529K |
| Cahill Financial Advisors Inc. | 0.07% | New | 5,497 | $527K |
| Fortis Group Advisors, LLC | 0.10% | New | 5,481 | $526K |
| Index Fund Advisors, Inc. | 0.03% | Add +38.6% | 5,326 | $511K |
| Leavell Investment Management, Inc. | 0.03% | Add +48.8% | 5,319 | $510K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 5,301 | $509K |
| Private Trust Co. NA | 0.05% | Add +3.1% | 5,292 | $508K |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 5,148 | $494K |
| Tandem Capital Management Corp. | 0.26% | No change | 5,110 | $490K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 5,083 | $488K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -33.2% | 5,049 | $484K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.9% | 5,028 | $482K |
| Evergreen Capital Management LLC | 0.02% | No change | 5,000 | $480K |
| Northern Trust Corp. | 0.00% | Add +115.5% | 4,981 | $478K |
| FMR LLC | 0.00% | Add +164.5% | 4,975 | $477K |
| Keystone Financial Group | 0.06% | New | 4,964 | $476K |
| Bank of Montreal | 0.00% | Add +8.4% | 4,981 | $476K |
| Quantinno Capital Management LP | 0.01% | New | 4,957 | $476K |
| Atlas Wealth LLC | 0.30% | No change | 4,934 | $473K |
| Innealta Capital, LLC | 0.19% | Reduce -3.5% | 4,840 | $464K |
| Tyler-Stone Wealth Management | 0.09% | Add +100.4% | 4,810 | $462K |
| Tenon Financial LLC | 0.30% | Add +28.0% | 4,765 | $457K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.7% | 4,671 | $448K |
| Cornerstone Capital, Inc. | 0.04% | New | 4,651 | $446K |
| Boyce & Associates Wealth Consulting, Inc. | 0.46% | Add +4.3% | 4,607 | $442K |
| Signet Financial Management, LLC | 0.06% | Add +27.0% | 4,592 | $441K |
| Clark Asset Management, LLC | 0.09% | Add +5.7% | 4,559 | $437K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +10.1% | 4,536 | $435K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 4,534 | $435K |
| Pure Portfolios Holdings LLC | 0.16% | — | 4,531 | $435K |
| GC Wealth Management RIA, LLC | 0.08% | New | 4,517 | $433K |
| Oceanside Advisors LLC | 0.32% | Add +0.0% | 4,503 | $432K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -3.5% | 4,492 | $431K |
| Cerity Partners LLC | 0.00% | New | 4,381 | $420K |
| Brickley Wealth Management | 0.09% | Add +34.3% | 4,371 | $419K |
| PBMares Wealth Management LLC | 0.09% | New | 4,327 | $415K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.1% | 4,279 | $411K |
| RCS Financial Planning, LLC | 0.23% | Reduce -16.6% | 4,272 | $410K |
| Baldwin Investment Management, LLC | 0.05% | Reduce -11.5% | 4,168 | $400K |
| Global Trust Asset Management, LLC | 0.15% | No change | 4,150 | $398K |
| Colonial Trust Co / SC | 0.06% | No change | 4,130 | $396K |
| CW Advisors, LLC | 0.01% | Add +11.6% | 4,036 | $387K |
| Financial Symmetry Inc | 0.27% | Add +0.1% | 4,026 | $386K |
| Grant/GrossMendelsohn, LLC | 0.17% | Add +0.6% | 4,022 | $386K |
| Cannon Wealth Management Services, LLC | 0.35% | — | 3,994 | $383K |
| Valmark Advisers, Inc. | 0.01% | New | 3,917 | $376K |
| Cora Capital Advisors LLC | 0.18% | Reduce -1.4% | 3,862 | $371K |
| BCR Wealth Strategies, LLC | 0.17% | Reduce -5.5% | 3,791 | $363K |
| Commerce Bank | 0.00% | No change | 3,774 | $362K |
| Liberty Wealth Management LLC | 0.06% | Add +0.4% | 3,750 | $360K |
| Next Level Private LLC | 0.14% | Add +15.1% | 3,685 | $354K |
| Glassman Wealth Services | 0.06% | No change | 3,600 | $345K |
| Citizens Financial Group Inc. | 0.01% | Add +21.1% | 3,599 | $345K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -10.2% | 3,461 | $332K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 3,461 | $332K |
| Mainsail Asset Management, LLC | 0.24% | New | 3,430 | $329K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -0.4% | 3,416 | $328K |
| AE Wealth Management LLC | 0.00% | Reduce -98.0% | 3,390 | $325K |
| Conscious Wealth Investments, LLC | 0.22% | No change | 3,338 | $317K |
| Redmont Wealth Advisors LLC | 0.49% | No change | 3,303 | $317K |
| Relyea Zuckerberg Hanson LLC | 0.05% | New | 3,294 | $316K |
| Mattern Capital Management, LLC | 0.04% | Add +10.7% | 3,288 | $315K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 3,198 | $307K |
| StoneX Group Inc. | 0.02% | New | 3,188 | $306K |
| Grand Wealth Management, LLC | 0.17% | No change | 3,057 | $293K |
| Ruedi Wealth Management, Inc. | 0.10% | Add +0.7% | 3,046 | $292K |
| Anchor Investment Management, LLC | 0.03% | New | 3,045 | $292K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +15.4% | 2,997 | $288K |
| Nilsine Partners, LLC | 0.04% | No change | 2,996 | $287K |
| Regions Financial Corp. | 0.00% | No change | 2,992 | $287K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 2,980 | $286K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.0% | 2,852 | $274K |
| ARK & TLK Investments, LLC | 0.10% | No change | 2,804 | $269K |
| Baker Ellis Asset Management LLC | 0.04% | New | 2,775 | $266K |
| Prosperitas Financial LLC | 0.14% | New | 2,754 | $264K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +2.4% | 2,709 | $260K |
| Brighton Jones LLC | 0.01% | Reduce -24.9% | 2,674 | $257K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -1.7% | 2,677 | $254K |
| Gibraltar Capital Management, Inc. | 0.11% | Add +12.0% | 2,621 | $251K |
| Delta Financial Group, Inc. | 0.09% | New | 2,611 | $251K |
| Asset Allocation Strategies LLC | 0.07% | New | 2,462 | $236K |
| Wealthspire Retirement, LLC | 0.02% | No change | 2,407 | $231K |
| Blue Trust, Inc. | 0.00% | Reduce -31.0% | 2,540 | $228K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -28.8% | 2,336 | $227K |
| Carson Advisory Inc. | 0.14% | Add +2.6% | 2,359 | $226K |
| Middleton & Co. Inc. | 0.02% | Reduce -15.1% | 2,345 | $225K |
| WESPAC Advisors, LLC | 0.17% | New | 2,344 | $225K |
| Essex Bank | 0.06% | No change | 2,334 | $224K |
| Empirical Finance, LLC | 0.01% | No change | 2,328 | $223K |
| Altus Wealth Group LLC | 0.09% | No change | 2,250 | $216K |
| Angeles Wealth Management, LLC | 0.02% | Add +55.8% | 2,245 | $215K |
| Trust Point Inc. | 0.02% | New | 2,244 | $215K |
| Jim Saulnier & Associates, LLC | 0.21% | — | 2,241 | $215K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +0.1% | 2,235 | $214K |
| Capital Analysts, LLC | 0.01% | Add +135.7% | 2,216 | $213K |
| Prospera Financial Services Inc | 0.01% | New | 2,179 | $209K |
| Trexquant Investment LP | 0.00% | Reduce -85.9% | 2,174 | $209K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,170 | $208K |
| Chapin Davis, Inc. | 0.07% | New | 2,105 | $202K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.3% | 2,028 | $195K |
| Signaturefd, LLC | 0.00% | Add +14.2% | 2,016 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.3% | 1,963 | $188K |
| Principal Securities, Inc. | 0.00% | Add +548.3% | 1,945 | $187K |
| Geneos Wealth Management Inc. | 0.01% | Add +20.3% | 1,922 | $184K |
| First PREMIER Bank | 0.04% | No change | 1,862 | $179K |
| Aspire Wealth Management Corp | 0.08% | New | 1,640 | $157K |
| Headlands Technologies LLC | 0.02% | Add +176.7% | 1,580 | $152K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +30.3% | 1,522 | $146K |
| Investment Research & Advisory Group, Inc. | 0.06% | New | 1,521 | $146K |
| Claris Advisors, LLC / Mo / | 0.06% | New | 1,379 | $132K |
| Citadel Advisors | 0.00% | Reduce -90.5% | 1,219 | $117K |
| US Bancorp \de | 0.00% | Reduce -12.6% | 1,200 | $115K |
| Heck Capital Advisors, LLC | 0.01% | No change | 1,166 | $112K |
| Clear Point Advisors Inc. | 0.08% | Add +0.1% | 1,143 | $110K |
| Assetmark, Inc. | 0.00% | Add +1578.0% | 990 | $95K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -15.1% | 972 | $93K |
| TD Waterhouse Canada Inc. | 0.00% | New | 872 | $82K |
| Creekmur Asset Management LLC | 0.02% | Add +17.5% | 853 | $82K |
| Mather Group, Llc. | 0.00% | Reduce -89.5% | 824 | $79K |
| Robinswood Financial LLC | 0.03% | No change | 743 | $71K |
| Nemes Rush Group LLC | 0.01% | Reduce -41.5% | 745 | $70K |
| IAG Wealth Partners, LLC | 0.01% | Add +19.1% | 705 | $68K |
| Smartleaf Asset Management LLC | 0.01% | No change | 701 | $67K |
| CoreCap Advisors, LLC | 0.00% | New | 697 | $67K |
| West Paces Advisors Inc. | 0.02% | Add +4.3% | 653 | $63K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 609 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 540 | $52K |
| TruNorth Capital Management, LLC | 0.02% | No change | 537 | $52K |
| MidAtlantic Capital Management, Inc. | 0.04% | Add +0.6% | 531 | $51K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +9.4% | 440 | $42K |
| Quadrant Capital Group LLC | 0.00% | Add +105.7% | 432 | $41K |
| CENTRAL TRUST Co | 0.00% | Reduce -64.0% | 348 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +97.6% | 324 | $31K |
| Paladin Advisory Group, LLC | 0.02% | New | 305 | $29K |
| CNB Bank | 0.01% | No change | 303 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 300 | $29K |
| Spire Wealth Management | 0.00% | Add +50.0% | 300 | $29K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $29K |
| Addison Advisors LLC | 0.01% | Add +4583.3% | 281 | $27K |
| Morris Financial Concepts, Inc. | 0.01% | Add +1.8% | 280 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 275 | $26K |
| Planned Solutions, Inc. | 0.01% | New | 255 | $24K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 247 | $24K |
| Atwood & Palmer Inc. | 0.00% | Add +9.2% | 238 | $23K |
| Northwest Investment Counselors, LLC | 0.01% | New | 230 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 225 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 208 | $20K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 205 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 196 | $19K |
| JDM Financial Group LLC | 0.01% | New | 173 | $17K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 153 | $15K |
| Abound Wealth Management | 0.00% | No change | 141 | $13K |
| Avior Wealth Management, LLC | 0.00% | Reduce -41.8% | 131 | $13K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 110 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 105 | $10K |
| Fortitude Family Office, LLC | 0.00% | New | 100 | $10K |
| NorthRock Partners, LLC | 0.00% | New | 100 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 99 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 91 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 90 | $9K |
| BlackRock, Inc. | 0.00% | — | 85 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | — | 71 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | — | 71 | $7K |
| Peterson Financial Group, Inc. | 0.03% | New | 73 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 65 | $6K |
| Operose Advisors LLC | 0.00% | No change | 64 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 60 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -96.6% | 48 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 24 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 16 | $2K |
| Whittier Trust Co. | 0.00% | New | 15 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 13 | $1K |
| Country Trust Bank | 0.00% | New | 12 | $1K |
| Belvedere Trading LLC | 0.00% | New | 11 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 7 | $680 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $389 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $96 |
| Lindbrook Capital, LLC | 0.00% | No change | 1 | $67 |
"% of holder's portfolio" is AVUV's weight in each manager's 13F, not the share of Avantis US Small Cap Value the manager owns.