Avantis All Equity Markets ETF(AVGE)

$101.41—Stale · unknown old

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Avantis All Equity Markets ETF(AVGE)

NYSE • Last print unknown ago

$101.41—Stale · unknown old

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AVGE(AVGE)

AVGE

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
Meredith Wealth Planning	297.25K	Jun 30, 26	+18.65K	2.82%
COMMONWEALTH EQUITY SERVICES, LLC	254.39K	Jun 30, 26	+24.73K	2.42%
Greenspring Advisors, LLC	165.42K	Jun 30, 26	-8.76K	1.57%
GFG Capital, LLC	163.60K	Jun 30, 26	+163.60K	1.55%
Compass Ion Advisors, LLC	118.85K	Jun 30, 26	+32.65K	1.13%
BIP Wealth, LLC	116.71K	Jun 30, 26	+8.26K	1.11%
AQR CAPITAL MANAGEMENT LLC	108.28K	Jun 30, 26	--	1.03%
IEQ CAPITAL, LLC	100.13K	Jun 30, 26	--	0.95%
Nova R Wealth, Inc.	95.76K	Jun 30, 26	-1.92K	0.91%
LPL Financial LLC	94.26K	Jun 30, 26	+4.60K	0.90%
Index Fund Advisors, Inc.	90.75K	Jun 30, 26	+4.00K	0.86%
Paragon Advisors, LLC	73.59K	Jun 30, 26	-78	0.70%
Pacific Asset Management, LLC	71.98K	Jun 30, 26	-1.58K	0.68%
Intelligent Financial Strategies	64.52K	Jun 30, 26	-310	0.61%
FMB WEALTH MANAGEMENT	62.06K	Jun 30, 26	+73	0.59%
Frankly Finances, LLC	58.96K	Jun 30, 26	+5.90K	0.56%
Sprinkle Financial Consultants LLC	57.47K	Jun 30, 26	+641	0.55%
Cogent Private Wealth, Inc.	51.85K	Jun 30, 26	+19.37K	0.49%
Cresset Asset Management, LLC	51.62K	Jun 30, 26	+30.78K	0.49%
Align Financial, LLC	48.47K	Jun 30, 26	+3.97K	0.46%
Hutchens & Kramer Investment Management Group, LLC	47.97K	Jun 30, 26	+17.28K	0.46%
Werba Rubin Papier Wealth Management	45.42K	Jun 30, 26	+7.90K	0.43%
B&D White Capital Company, LLC	43.78K	Jun 30, 26	--	0.42%
Fermata Advisors, LLC	43.72K	Jun 30, 26	+622	0.42%
CI Private Wealth, LLC	40.72K	Jun 30, 26	+2.55K	0.39%
ENTREWEALTH, LLC	38.88K	Jun 30, 26	+2.81K	0.37%
Savant Capital, LLC	38.73K	Jun 30, 26	+38.73K	0.37%
CreativeOne Wealth, LLC	35.78K	Jun 30, 26	+1.13K	0.34%
Yardley Wealth Management LLC	33.83K	Jun 30, 26	+309	0.32%
SC&H Financial Advisors, Inc.	32.25K	Jun 30, 26	+2.06K	0.31%
Evanson Financial, LLC	32.12K	Jun 30, 26	+32.12K	0.31%
Wilkerson Advisory Group LLC	32.01K	Jun 30, 26	-194	0.30%
Betterment LLC	29.12K	Jun 30, 26	+54	0.28%
ARQ WEALTH ADVISORS, LLC	28.78K	Jun 30, 26	+12.91K	0.27%
Ridgeline Wealth, LLC	27.62K	Jun 30, 26	-319	0.26%
Magnolia Private Wealth, LLC	25.23K	Jun 30, 26	-10.16K	0.24%
WCG Wealth Advisors LLC	24.02K	Jun 30, 26	-556	0.23%
Integrity Wealth Solutions LLC	20.69K	Jun 30, 26	+3.35K	0.20%
CURIO WEALTH, LLC	19.67K	Jun 30, 26	+1.17K	0.19%
Oceanside Advisors LLC	18.92K	Jun 30, 26	+847	0.18%
WMG Financial Advisors, LLC	18.27K	Jun 30, 26	-1.08K	0.17%
Buckingham Strategic Partners	17.70K	Jun 30, 26	+772	0.17%
Apella Capital, LLC	17.50K	Jun 30, 26	+3.03K	0.17%
MERCER GLOBAL ADVISORS INC /ADV	16.01K	Jun 30, 26	-192	0.15%
Beacon Pointe Advisors, LLC	14.70K	Jun 30, 26	+1.04K	0.14%
Modera Wealth Management, LLC	14.57K	Jun 30, 26	+4.65K	0.14%
Avantax Planning Partners, Inc.	14.46K	Jun 30, 26	+1.70K	0.14%
Financial Plan, Inc.	14.32K	Jun 30, 26	+2.60K	0.14%
LAM GROUP, INC.	14.23K	Jun 30, 26	+1.24K	0.14%
Plancorp, LLC	13.26K	Jun 30, 26	+2.15K	0.13%
Cambridge Investment Research Advisors, Inc.	12.01K	Jun 30, 26	+607	0.11%
TCG Advisory Services, LLC	11.14K	Jun 30, 26	+616	0.11%
Arista Wealth Management, LLC	11.00K	Jun 30, 26	+11.00K	0.10%
Ferguson Johnson Wealth Management Inc	10.95K	Jun 30, 26	+3.59K	0.10%
Equitable Holdings, Inc.	10.78K	Jun 30, 26	+940	0.10%
Farther Finance Advisors, LLC	10.61K	Jun 30, 26	-59	0.10%
DIVERSIFY WEALTH MANAGEMENT, LLC	10.30K	Jun 30, 26	+7.39K	0.10%
Diversify Advisory Services, LLC	10.30K	Jun 30, 26	+10.30K	0.10%
Nemes Rush Group LLC	9.63K	Jun 30, 26	+693	0.09%
Creative Planning	9.51K	Jun 30, 26	-34	0.09%
Advisory Services Network, LLC	9.38K	Jun 30, 26	--	0.09%
Vawter Financial, Ltd.	8.94K	Jun 30, 26	+717	0.08%
Versant Capital Management, Inc	8.34K	Jun 30, 26	+404	0.08%
Savvy Advisors, Inc.	7.73K	Jun 30, 26	+3.51K	0.07%
ENVESTNET ASSET MANAGEMENT INC	7.64K	Jun 30, 26	+1.42K	0.07%
Eaton-Cambridge Inc.	7.41K	Jun 30, 26	-285	0.07%
Kestra Advisory Services, LLC	7.33K	Jun 30, 26	+1.51K	0.07%
marrick wealth, LLC	7.30K	Jun 30, 26	+217	0.07%
Creative Capital Management Investments LLC	7.08K	Jun 30, 26	+258	0.07%
AE Wealth Management LLC	6.98K	Jun 30, 26	+4.12K	0.07%
GEM Asset Management, LLC	6.71K	Jun 30, 26	+365	0.06%
SAGE RHINO CAPITAL LLC	6.52K	Jun 30, 26	+66	0.06%
TCI Wealth Advisors, Inc.	6.12K	Jun 30, 26	-83	0.06%
Steffes Financial, Ltd.	5.62K	Jun 30, 26	+5.62K	0.05%
Holcombe Financial, Inc.	5.55K	Jun 30, 26	+36	0.05%
HighTower Advisors, LLC	5.54K	Jun 30, 26	+765	0.05%
FOSTER & MOTLEY INC	5.39K	Jun 30, 26	+73	0.05%
CIBC WORLD MARKET INC.	5.22K	Jun 30, 26	+5.22K	0.05%
Meritas Wealth Management, LLC	5.18K	Jun 30, 26	+859	0.05%
STIFEL FINANCIAL CORP	5.18K	Jun 30, 26	+5.18K	0.05%
Shira Ridge Wealth Management	5.02K	Jun 30, 26	+5.02K	0.05%
OceanIQ Capital, LLC	4.90K	Jun 30, 26	+4.90K	0.05%
Canvas Wealth Advisors, LLC	4.82K	Jun 30, 26	+101	0.05%
JANE STREET GROUP, LLC	4.58K	Jun 30, 26	+4.58K	0.04%
BARLOW WEALTH PARTNERS, INC.	4.47K	Jun 30, 26	--	0.04%
Resources Investment Advisors, LLC.	4.43K	Jun 30, 26	+4.43K	0.04%
Accurate Wealth Management, LLC	4.42K	Jun 30, 26	-507	0.04%
SAX WEALTH ADVISORS, LLC	4.38K	Jun 30, 26	-261	0.04%
Collaborative Wealth Managment Inc.	4.34K	Jun 30, 26	-303	0.04%
Aprio Wealth Management, LLC	4.32K	Jun 30, 26	+2	0.04%
BCR Wealth Strategies, LLC	4.23K	Jun 30, 26	--	0.04%
Strategic Blueprint, LLC	4.14K	Jun 30, 26	-5.16K	0.04%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4.08K	Jun 30, 26	+122	0.04%
Great Point Wealth Advisors, LLC	4.01K	Jun 30, 26	+144	0.04%
Arlington Financial Advisors, LLC	3.91K	Jun 30, 26	+151	0.04%
Parkwoods Wealth Partners, LLC	3.63K	Jun 30, 26	+3.63K	0.03%
Fonville Wealth Management LLC	3.55K	Jun 30, 26	+264	0.03%
WJ Wealth Management, LLC	3.48K	Jun 30, 26	+3.48K	0.03%
Ameritas Advisory Services, LLC	3.40K	Jun 30, 26	+3.40K	0.03%
Modern Wealth Management, LLC	3.36K	Jun 30, 26	-15.97K	0.03%
JPMORGAN CHASE & CO	3.20K	Jun 30, 26	+2.74K	0.03%
ADVISOR GROUP HOLDINGS, INC.	3.19K	Jun 30, 26	+1.23K	0.03%
BAYSHORE ASSET MANAGEMENT, LLC	3.14K	Jun 30, 26	+305	0.03%
McCartney Wealth Management LLC	2.95K	Jun 30, 26	-9	0.03%
EverSource Wealth Advisors, LLC	2.90K	Jun 30, 26	+29	0.03%
BWM Planning, LLC	2.88K	Jun 30, 26	+2.88K	0.03%
WESPAC Advisors SoCal, LLC	2.74K	Jun 30, 26	--	0.03%
Annandale Capital, LLC	2.69K	Jun 30, 26	-4	0.03%
VISTA CAPITAL PARTNERS, INC.	2.69K	Jun 30, 26	+25	0.03%
Beaird Harris Wealth Management, LLC	2.60K	Jun 30, 26	+306	0.02%
Private Wealth Management Group, LLC	2.50K	Jun 30, 26	+897	0.02%
Oak Wealth Advisors LLC	2.43K	Jun 30, 26	+2.43K	0.02%
MML INVESTORS SERVICES, LLC	2.43K	Jun 30, 26	-244	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	2.43K	Jun 30, 26	--	0.02%
PRIVATE TRUST CO NA	2.34K	Jun 30, 26	+1.19K	0.02%
Physician Wealth Advisors, Inc.	2.31K	Jun 30, 26	-41	0.02%
Colony Group, LLC	2.30K	Jun 30, 26	+2.30K	0.02%
XY Planning Network, Inc.	2.29K	Jun 30, 26	+2.29K	0.02%
Tillman Hartley LLC	2.25K	Jun 30, 26	+2.25K	0.02%
Merit Financial Group, LLC	2.24K	Jun 30, 26	+2.24K	0.02%
Hill Investment Group Partners, LLC	2.19K	Jun 30, 26	+2.19K	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	2.19K	Jun 30, 26	+2.19K	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.11K	Jun 30, 26	+2.11K	0.02%
Henrickson Nauta Wealth Advisors, Inc.	2.10K	Jun 30, 26	-189	0.02%
Allworth Financial LP	1.86K	Jun 30, 26	+32	0.02%
Allied Private Wealth LLC	1.67K	Jun 30, 26	+1.67K	0.02%
LRI Investments, LLC	1.45K	Jun 30, 26	+7	0.01%
Mosley Wealth Management	1.31K	Jun 30, 26	+1.31K	0.01%
Orion Capital Management LLC	1.29K	Jun 30, 26	+103	0.01%
Valued Wealth Advisors LLC	1.06K	Jun 30, 26	+51	0.01%
ZRC WEALTH MANAGEMENT, LLC	881	Jun 30, 26	+881	0.01%
Moisand Fitzgerald Tamayo, LLC	749	Jun 30, 26	+16	0.01%
SRS Capital Advisors, Inc.	680	Jun 30, 26	+547	0.01%
WELLS FARGO & COMPANY/MN	556	Jun 30, 26	+555	0.01%
Torren Management, LLC	434	Jun 30, 26	-32	0.00%
Continuum Advisory, LLC	421	Jun 30, 26	+421	0.00%
ROYAL BANK OF CANADA	396	Jun 30, 26	+396	0.00%
NewEdge Advisors, LLC	358	Jun 30, 26	+96	0.00%
VANGUARD ADVISERS INC	220	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	201	Jun 30, 26	+201	0.00%
CVA Family Office, LLC	189	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	178	Jun 30, 26	+178	0.00%
Prudent Man Investment Management, Inc.	169	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	164	Jun 30, 26	+164	0.00%
Navigoe, LLC	155	Jun 30, 26	--	0.00%
FIDUCIARY ADVISORS, INC.	154	Jun 30, 26	+154	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	152	Jun 30, 26	+152	0.00%
Global Retirement Partners, LLC	141	Jun 30, 26	+141	0.00%
ELEVATE WEALTH ADVISORY, INC	114	Jun 30, 26	+4	0.00%
Essential Partners LLC	111	Jun 30, 26	+11	0.00%
Kings Path Partners LLC	90	Jun 30, 26	+90	0.00%
Burk Holdings LLC	58	Jun 30, 26	+11	0.00%
BANK OF MONTREAL /CAN/	55	Jun 30, 26	+55	0.00%
Qube Research & Technologies Ltd	38	Jun 30, 26	+38	0.00%
Global Trust Asset Management, LLC	38	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	19	Jun 30, 26	--	0.00%
MORGAN STANLEY	5	Jun 30, 26	+1	0.00%
Signature Resources Capital Management, LLC	1	Jun 30, 26	+1	0.00%
Ronald Blue Trust, Inc.	--	Jun 30, 26	-1	--
Three Arch Wealth Management LLC	--	Jun 30, 26	-2.37K	--
Team Financial Group, LLC	--	Jun 30, 26	-87	--
Independent Advisor Alliance	--	Jun 30, 26	-8.95K	--
UBS Group AG	--	Jun 30, 26	-100	--
Aspen Capital Management, LLC	--	Jun 30, 26	-2.34K	--
Evanson Asset Management, LLC	31.94K	Mar 31, 26	-325	0.30%
CWM, LLC	21.26K	Mar 31, 26	+221	0.20%
McIlrath & Eck, LLC	82	Mar 31, 26	--	0.00%
North Ridge Wealth Advisors, Inc.	--	Mar 31, 26	-70	--
Wealthstream Advisors, Inc.	169.43K	Sep 30, 25	+5.50K	1.61%
Waypoint Wealth Partners Inc.	8.90K	Jun 30, 25	+72	0.08%
Parkworth Wealth Management, Inc.	385	Jun 30, 25	+3	0.00%
Aveo Capital Partners, LLC	25.69K	Mar 31, 25	+4.59K	0.24%
WR Wealth Planners, LLC	27.62K	Dec 31, 24	+1.87K	0.26%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-265	--
Waypoint Capital Advisors, LLC	15.25K	Sep 30, 24	--	0.14%
Annapolis Financial Services, LLC	10.46K	Sep 30, 24	+4.51K	0.10%
JANICZEK WEALTH MANAGEMENT, LLC	86	Jun 30, 24	+9	0.00%
Vantage Financial Partners Ltd., Inc.	--	Jun 30, 24	-13.43K	--
V Wealth Advisors LLC	--	Sep 30, 23	-16.58K	--

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Holder

Date

Change

% Held

Meredith Wealth Planning

297.25K

Jun 30, 26

+18.65K

2.82%

COMMONWEALTH EQUITY SERVICES, LLC

254.39K

Jun 30, 26

+24.73K

2.42%

Greenspring Advisors, LLC

165.42K

Jun 30, 26

-8.76K

1.57%

GFG Capital, LLC

163.60K

Jun 30, 26

+163.60K

1.55%

Compass Ion Advisors, LLC

118.85K

Jun 30, 26

+32.65K

1.13%

BIP Wealth, LLC

116.71K

Jun 30, 26

+8.26K

1.11%

AQR CAPITAL MANAGEMENT LLC

108.28K

Jun 30, 26

1.03%

IEQ CAPITAL, LLC

100.13K

Jun 30, 26

0.95%

Nova R Wealth, Inc.

95.76K

Jun 30, 26

-1.92K

0.91%

LPL Financial LLC

94.26K

Jun 30, 26

+4.60K

0.90%

Index Fund Advisors, Inc.

90.75K

Jun 30, 26

+4.00K

0.86%

Paragon Advisors, LLC

73.59K

Jun 30, 26

-78

0.70%

Pacific Asset Management, LLC

71.98K

Jun 30, 26

-1.58K

0.68%

Intelligent Financial Strategies

64.52K

Jun 30, 26

-310

0.61%

FMB WEALTH MANAGEMENT

62.06K

Jun 30, 26

+73

0.59%

Frankly Finances, LLC

58.96K

Jun 30, 26

+5.90K

0.56%

Sprinkle Financial Consultants LLC

57.47K

Jun 30, 26

+641

0.55%

Cogent Private Wealth, Inc.

51.85K

Jun 30, 26

+19.37K

0.49%

Cresset Asset Management, LLC

51.62K

Jun 30, 26

+30.78K

0.49%

Align Financial, LLC

48.47K

Jun 30, 26

+3.97K

0.46%

Hutchens & Kramer Investment Management Group, LLC

47.97K

Jun 30, 26

+17.28K

0.46%

Werba Rubin Papier Wealth Management

45.42K

Jun 30, 26

+7.90K

0.43%

B&D White Capital Company, LLC

43.78K

Jun 30, 26

0.42%

Fermata Advisors, LLC

43.72K

Jun 30, 26

+622

0.42%

CI Private Wealth, LLC

40.72K

Jun 30, 26

+2.55K

0.39%

ENTREWEALTH, LLC

38.88K

Jun 30, 26

+2.81K

0.37%

Savant Capital, LLC

38.73K

Jun 30, 26

+38.73K

0.37%

CreativeOne Wealth, LLC

35.78K

Jun 30, 26

+1.13K

0.34%

Yardley Wealth Management LLC

33.83K

Jun 30, 26

+309

0.32%

SC&H Financial Advisors, Inc.

32.25K

Jun 30, 26

+2.06K

0.31%

Evanson Financial, LLC

32.12K

Jun 30, 26

+32.12K

0.31%

Wilkerson Advisory Group LLC

32.01K

Jun 30, 26

-194

0.30%

Betterment LLC

29.12K

Jun 30, 26

+54

0.28%

ARQ WEALTH ADVISORS, LLC

28.78K

Jun 30, 26

+12.91K

0.27%

Ridgeline Wealth, LLC

27.62K

Jun 30, 26

-319

0.26%

Magnolia Private Wealth, LLC

25.23K

Jun 30, 26

-10.16K

0.24%

WCG Wealth Advisors LLC

24.02K

Jun 30, 26

-556

0.23%

Integrity Wealth Solutions LLC

20.69K

Jun 30, 26

+3.35K

0.20%

CURIO WEALTH, LLC

19.67K

Jun 30, 26

+1.17K

0.19%

Oceanside Advisors LLC

18.92K

Jun 30, 26

+847

0.18%

WMG Financial Advisors, LLC

18.27K

Jun 30, 26

-1.08K

0.17%

Buckingham Strategic Partners

17.70K

Jun 30, 26

+772

0.17%

Apella Capital, LLC

17.50K

Jun 30, 26

+3.03K

0.17%

MERCER GLOBAL ADVISORS INC /ADV

16.01K

Jun 30, 26

-192

0.15%

Beacon Pointe Advisors, LLC

14.70K

Jun 30, 26

+1.04K

0.14%

Modera Wealth Management, LLC

14.57K

Jun 30, 26

+4.65K

0.14%

Avantax Planning Partners, Inc.

14.46K

Jun 30, 26

+1.70K

0.14%

Financial Plan, Inc.

14.32K

Jun 30, 26

+2.60K

0.14%

LAM GROUP, INC.

14.23K

Jun 30, 26

+1.24K

0.14%

Plancorp, LLC

13.26K

Jun 30, 26

+2.15K

0.13%

Cambridge Investment Research Advisors, Inc.

12.01K

Jun 30, 26

+607

0.11%

TCG Advisory Services, LLC

11.14K

Jun 30, 26

+616

0.11%

Arista Wealth Management, LLC

11.00K

Jun 30, 26

+11.00K

0.10%

Ferguson Johnson Wealth Management Inc

10.95K

Jun 30, 26

+3.59K

0.10%

Equitable Holdings, Inc.

10.78K

Jun 30, 26

+940

0.10%

Farther Finance Advisors, LLC

10.61K

Jun 30, 26

-59

0.10%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.30K

Jun 30, 26

+7.39K

0.10%

Diversify Advisory Services, LLC

10.30K

Jun 30, 26

+10.30K

0.10%

Nemes Rush Group LLC

9.63K

Jun 30, 26

+693

0.09%

Creative Planning

9.51K

Jun 30, 26

-34

0.09%

Advisory Services Network, LLC

9.38K

Jun 30, 26

0.09%

Vawter Financial, Ltd.

8.94K

Jun 30, 26

+717

0.08%

Versant Capital Management, Inc

8.34K

Jun 30, 26

+404

0.08%

Savvy Advisors, Inc.

7.73K

Jun 30, 26

+3.51K

0.07%

ENVESTNET ASSET MANAGEMENT INC

7.64K

Jun 30, 26

+1.42K

0.07%

Eaton-Cambridge Inc.

7.41K

Jun 30, 26

-285

0.07%

Kestra Advisory Services, LLC

7.33K

Jun 30, 26

+1.51K

0.07%

marrick wealth, LLC

7.30K

Jun 30, 26

+217

0.07%

Creative Capital Management Investments LLC

7.08K

Jun 30, 26

+258

0.07%

AE Wealth Management LLC

6.98K

Jun 30, 26

+4.12K

0.07%

GEM Asset Management, LLC

6.71K

Jun 30, 26

+365

0.06%

SAGE RHINO CAPITAL LLC

6.52K

Jun 30, 26

+66

0.06%

TCI Wealth Advisors, Inc.

6.12K

Jun 30, 26

-83

0.06%

Steffes Financial, Ltd.

5.62K

Jun 30, 26

+5.62K

0.05%

Holcombe Financial, Inc.

5.55K

Jun 30, 26

+36

0.05%

HighTower Advisors, LLC

5.54K

Jun 30, 26

+765

0.05%

FOSTER & MOTLEY INC

5.39K

Jun 30, 26

+73

0.05%

CIBC WORLD MARKET INC.

5.22K

Jun 30, 26

+5.22K

0.05%

Meritas Wealth Management, LLC

5.18K

Jun 30, 26

+859

0.05%

STIFEL FINANCIAL CORP

5.18K

Jun 30, 26

+5.18K

0.05%

Shira Ridge Wealth Management

5.02K

Jun 30, 26

+5.02K

0.05%

OceanIQ Capital, LLC

4.90K

Jun 30, 26

+4.90K

0.05%

Canvas Wealth Advisors, LLC

4.82K

Jun 30, 26

+101

0.05%

JANE STREET GROUP, LLC

4.58K

Jun 30, 26

+4.58K

0.04%

BARLOW WEALTH PARTNERS, INC.

4.47K

Jun 30, 26

0.04%

Resources Investment Advisors, LLC.

4.43K

Jun 30, 26

+4.43K

0.04%

Accurate Wealth Management, LLC

4.42K

Jun 30, 26

-507

0.04%

SAX WEALTH ADVISORS, LLC

4.38K

Jun 30, 26

-261

0.04%

Collaborative Wealth Managment Inc.

4.34K

Jun 30, 26

-303

0.04%

Aprio Wealth Management, LLC

4.32K

Jun 30, 26

0.04%

BCR Wealth Strategies, LLC

4.23K

Jun 30, 26

0.04%

Strategic Blueprint, LLC

4.14K

Jun 30, 26

-5.16K

0.04%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

4.08K

Jun 30, 26

+122

0.04%

Great Point Wealth Advisors, LLC

4.01K

Jun 30, 26

+144

0.04%

Arlington Financial Advisors, LLC

3.91K

Jun 30, 26

+151

0.04%

Parkwoods Wealth Partners, LLC

3.63K

Jun 30, 26

+3.63K

0.03%

Fonville Wealth Management LLC

3.55K

Jun 30, 26

+264

0.03%

WJ Wealth Management, LLC

3.48K

Jun 30, 26

+3.48K

0.03%

Ameritas Advisory Services, LLC

3.40K

Jun 30, 26

+3.40K

0.03%

Modern Wealth Management, LLC

3.36K

Jun 30, 26

-15.97K

0.03%

JPMORGAN CHASE & CO

3.20K

Jun 30, 26

+2.74K

0.03%

ADVISOR GROUP HOLDINGS, INC.

3.19K

Jun 30, 26

+1.23K

0.03%

BAYSHORE ASSET MANAGEMENT, LLC

3.14K

Jun 30, 26

+305

0.03%

McCartney Wealth Management LLC

2.95K

Jun 30, 26

-9

0.03%

EverSource Wealth Advisors, LLC

2.90K

Jun 30, 26

+29

0.03%

BWM Planning, LLC

2.88K

Jun 30, 26

+2.88K

0.03%

WESPAC Advisors SoCal, LLC

2.74K

Jun 30, 26

0.03%

Annandale Capital, LLC

2.69K

Jun 30, 26

-4

0.03%

VISTA CAPITAL PARTNERS, INC.

2.69K

Jun 30, 26

+25

0.03%

Beaird Harris Wealth Management, LLC

2.60K

Jun 30, 26

+306

0.02%

Private Wealth Management Group, LLC

2.50K

Jun 30, 26

+897

0.02%

Oak Wealth Advisors LLC

2.43K

Jun 30, 26

+2.43K

0.02%

MML INVESTORS SERVICES, LLC

2.43K

Jun 30, 26

-244

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

2.43K

Jun 30, 26

0.02%

PRIVATE TRUST CO NA

2.34K

Jun 30, 26

+1.19K

0.02%

Physician Wealth Advisors, Inc.

2.31K

Jun 30, 26

-41

0.02%

Colony Group, LLC

2.30K

Jun 30, 26

+2.30K

0.02%

XY Planning Network, Inc.

2.29K

Jun 30, 26

+2.29K

0.02%

Tillman Hartley LLC

2.25K

Jun 30, 26

+2.25K

0.02%

Merit Financial Group, LLC

2.24K

Jun 30, 26

+2.24K

0.02%

Hill Investment Group Partners, LLC

2.19K

Jun 30, 26

+2.19K

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

2.19K

Jun 30, 26

+2.19K

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.11K

Jun 30, 26

+2.11K

0.02%

Henrickson Nauta Wealth Advisors, Inc.

2.10K

Jun 30, 26

-189

0.02%

Allworth Financial LP

1.86K

Jun 30, 26

+32

0.02%

Allied Private Wealth LLC

1.67K

Jun 30, 26

+1.67K

0.02%

LRI Investments, LLC

1.45K

Jun 30, 26

0.01%

Mosley Wealth Management

1.31K

Jun 30, 26

+1.31K

0.01%

Orion Capital Management LLC

1.29K

Jun 30, 26

+103

0.01%

Valued Wealth Advisors LLC

1.06K

Jun 30, 26

+51

0.01%

ZRC WEALTH MANAGEMENT, LLC

881

Jun 30, 26

+881

0.01%

Moisand Fitzgerald Tamayo, LLC

749

Jun 30, 26

+16

0.01%

SRS Capital Advisors, Inc.

680

Jun 30, 26

+547

0.01%

WELLS FARGO & COMPANY/MN

556

Jun 30, 26

+555

0.01%

Torren Management, LLC

434

Jun 30, 26

-32

0.00%

Continuum Advisory, LLC

421

Jun 30, 26

+421

0.00%

ROYAL BANK OF CANADA

396

Jun 30, 26

+396

0.00%

NewEdge Advisors, LLC

358

Jun 30, 26

+96

0.00%

VANGUARD ADVISERS INC

220

Jun 30, 26

0.00%

SIGNATUREFD, LLC

201

Jun 30, 26

+201

0.00%

CVA Family Office, LLC

189

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

178

Jun 30, 26

+178

0.00%

Prudent Man Investment Management, Inc.

169

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

164

Jun 30, 26

+164

0.00%

Navigoe, LLC

155

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

154

Jun 30, 26

+154

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

152

Jun 30, 26

+152

0.00%

Global Retirement Partners, LLC

141

Jun 30, 26

+141

0.00%

ELEVATE WEALTH ADVISORY, INC

114

Jun 30, 26

0.00%

Essential Partners LLC

111

Jun 30, 26

+11

0.00%

Kings Path Partners LLC

Jun 30, 26

+90

0.00%

Burk Holdings LLC

Jun 30, 26

+11

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

+55

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

+38

0.00%

Global Trust Asset Management, LLC

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

MORGAN STANLEY

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

-1

Three Arch Wealth Management LLC

Jun 30, 26

-2.37K

Team Financial Group, LLC

Jun 30, 26

-87

Independent Advisor Alliance

Jun 30, 26

-8.95K

UBS Group AG

Jun 30, 26

-100

Aspen Capital Management, LLC

Jun 30, 26

-2.34K

Evanson Asset Management, LLC

31.94K

Mar 31, 26

-325

0.30%

CWM, LLC

21.26K

Mar 31, 26

+221

0.20%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

Mar 31, 26

-70

Wealthstream Advisors, Inc.

169.43K

Sep 30, 25

+5.50K

1.61%

Waypoint Wealth Partners Inc.

8.90K

Jun 30, 25

+72

0.08%

Parkworth Wealth Management, Inc.

385

Jun 30, 25

0.00%

Aveo Capital Partners, LLC

25.69K

Mar 31, 25

+4.59K

0.24%

WR Wealth Planners, LLC

27.62K

Dec 31, 24

+1.87K

0.26%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-265

Waypoint Capital Advisors, LLC

15.25K

Sep 30, 24

0.14%

Annapolis Financial Services, LLC

10.46K

Sep 30, 24

+4.51K

0.10%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Vantage Financial Partners Ltd., Inc.

Jun 30, 24

-13.43K

V Wealth Advisors LLC

Sep 30, 23

-16.58K