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U.S. Targeted Value Portfolio ETF Class Shares
| Nombre | Posición | Valor operado |
Cambio en acciones |
Cambio en la participación |
|
|---|---|---|---|---|---|
1
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 501 M | +USD 503 M | +11,188,003 | Nuevas |
|
2
Creative Planning
Overland Park,
Kansas
| USD 310 M | +USD 311 M | +6,917,227 | Nuevas |
|
3
Savant Capital
Rockford,
Illinois
| USD 142 M | +USD 142 M | +3,168,112 | Nuevas |
|
4
Abacus Wealth Partners
Santa Monica,
California
| USD 82.1 M | +USD 82.4 M | +1,833,480 | Nuevas |
|
5
Mercer Global Advisors
Denver,
Colorado
| USD 80.8 M | +USD 81 M | +1,804,140 | Nuevas |
|
6
Plancorp LLC
Saint Louis,
Missouri
| USD 79.6 M | +USD 79.8 M | +1,776,954 | Nuevas |
|
7
Envestnet Asset Management
Chicago,
Illinois
| USD 77.2 M | +USD 77.4 M | +1,723,666 | Nuevas |
|
8
Merriman Wealth Management
Seattle,
Washington
| USD 75.6 M | +USD 75.8 M | +1,686,866 | Nuevas |
|
9
Willow Creek Wealth Management
Sebastopol,
California
| USD 67.2 M | +USD 67.4 M | +1,499,968 | Nuevas |
|
10
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| USD 60.8 M | +USD 60.9 M | +1,356,269 | Nuevas |
|
11
Evanson Asset Management
Carmel,
California
| USD 52.9 M | +USD 53.1 M | +1,181,448 | Nuevas |
|
12
Dowling & Yahnke
San Diego,
California
| USD 48.5 M | +USD 48.6 M | +1,082,839 | Nuevas |
|
13
Modera Wealth Management
Westwood,
New Jersey
| USD 46.5 M | +USD 46.6 M | +1,038,093 | Nuevas |
|
14
Balasa Dinverno & Foltz
| USD 39.9 M | +USD 40 M | +890,594 | Nuevas |
|
15
Hill Investment Group Partners
St. Louis,
Missouri
| USD 34.8 M | +USD 34.9 M | +776,696 | Nuevas |
|
16
Carlson Capital Management
Northfield,
Minnesota
| USD 33.5 M | +USD 33.6 M | +747,293 | Nuevas |
|
17
Choreo LLC
Rockford,
Illinois
| USD 31.8 M | +USD 31.9 M | +710,223 | Nuevas |
|
18
TCI Wealth Advisors
Tucson,
Arizona
| USD 30.6 M | +USD 30.6 M | +681,983 | Nuevas |
|
19
Asset Dedication LLC
San Francisco,
California
| USD 30.1 M | +USD 30.2 M | +671,545 | Nuevas |
|
20
Foster Group
West Des Moines,
Iowa
| USD 29.4 M | +USD 29.5 M | +656,300 | Nuevas |
|
21
Empirical Wealth Management
Seattle,
Washington
| USD 25.9 M | +USD 25.9 M | +577,154 | Nuevas |
|
22
TFC Financial Management
Boston,
Massachusetts
| USD 25.8 M | +USD 25.9 M | +575,646 | Nuevas |
|
23
HighTower Advisors
Chicago,
Illinois
| USD 22.2 M | +USD 22.3 M | +496,161 | Nuevas |
|
24
TFO Wealth Partners
Maumee,
Ohio
| USD 21 M | +USD 21.2 M | +472,542 | Nuevas |
|
25
Joel Isaacson & Co
New York
| USD 19.5 M | +USD 19.5 M | +434,960 | Nuevas |
|