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U.S. Small Cap Portfolio ETF Class Shares
| Nombre | Posición | Valor operado |
Cambio en acciones |
Cambio en la participación |
|
|---|---|---|---|---|---|
1
Creative Planning
Overland Park,
Kansas
| USD 335 M | +USD 334 M | +5,736,810 | Nuevas |
|
2
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 146 M | +USD 145 M | +2,497,525 | Nuevas |
|
3
TCI Wealth Advisors
Tucson,
Arizona
| USD 96.1 M | +USD 95.8 M | +1,645,924 | Nuevas |
|
4
Plancorp LLC
Saint Louis,
Missouri
| USD 92.8 M | +USD 92.4 M | +1,588,625 | Nuevas |
|
5
Envestnet Asset Management
Chicago,
Illinois
| USD 86.5 M | +USD 86.2 M | +1,481,577 | Nuevas |
|
6
Mercer Global Advisors
Denver,
Colorado
| USD 60.1 M | +USD 59.9 M | +1,029,284 | Nuevas |
|
7
Evanson Asset Management
Carmel,
California
| USD 39.2 M | +USD 39 M | +670,590 | Nuevas |
|
8
Savant Capital
Rockford,
Illinois
| USD 37 M | +USD 36.8 M | +633,378 | Nuevas |
|
9
Foster Group
West Des Moines,
Iowa
| USD 36.8 M | +USD 36.7 M | +630,561 | Nuevas |
|
10
Choreo LLC
Rockford,
Illinois
| USD 33.6 M | +USD 33.5 M | +575,755 | Nuevas |
|
11
Carlson Capital Management
Northfield,
Minnesota
| USD 29.1 M | +USD 29 M | +497,847 | Nuevas |
|
12
Dowling & Yahnke
San Diego,
California
| USD 28.4 M | +USD 28.3 M | +486,750 | Nuevas |
|
13
Modera Wealth Management
Westwood,
New Jersey
| USD 24.7 M | +USD 24.6 M | +422,946 | Nuevas |
|
14
Adero Partners
Pleasanton,
California
| USD 23.7 M | +USD 23.7 M | +406,567 | Nuevas |
|
15
McLean Asset Management
Tysons,
Virginia
| USD 20.7 M | +USD 21.6 M | +371,780 | Nuevas |
|
16
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 16.6 M | +USD 16.5 M | +284,403 | Nuevas |
|
17
Dimensional Fund Advisors
Austin,
Texas
| USD 16.1 M | +USD 16.1 M | +276,393 | Nuevas |
|
18
Empirical Wealth Management
Seattle,
Washington
| USD 15.4 M | +USD 15.4 M | +264,106 | Nuevas |
|
19
Lutz Financial Services
Omaha,
Nebraska
| USD 13.2 M | +USD 13.1 M | +225,741 | Nuevas |
|
20
LPL Financial
San Diego,
California
| USD 12.4 M | +USD 12.4 M | +213,021 | Nuevas |
|
21
EP Wealth Advisors
Torrance,
California
| USD 12.1 M | +USD 12.1 M | +207,516 | Nuevas |
|
22
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 10.3 M | +USD 10.3 M | +176,830 | Nuevas |
|
23
Pure Financial Advisors
San Diego,
California
| USD 10.2 M | +USD 10.2 M | +174,980 | Nuevas |
|
24
1900 Wealth Management
San Antonio,
Texas
| USD 10.2 M | +USD 10.1 M | +174,387 | Nuevas |
|
25
Bordeaux Wealth Advisors
Menlo Park,
California
| USD 8.99 M | +USD 8.95 M | +153,891 | Nuevas |
|