Stock
AVDE
| Ownership Count: | 534 |
| Ownership Count: | 534 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Annex Advisory Services, LLC | 9.72% |
Reduced 14.33%
|
4,935,212 | $302,873,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.64% |
Added 0.12%
|
4,558,487 | $305,555,000.0 |
| Corient Private Wealth LLC | 0.37% |
Added 15.36%
|
3,384,651 | $207,716,000.0 |
| Rockwood Wealth Management, LLC | 17.6% |
Added 7.32%
|
2,657,033 | $162,902,000.0 |
| HighTower Advisors, LLC | 0.21% |
Added 1.54%
|
2,445,508 | $150,080,000.0 |
| AMERICAN CENTURY COMPANIES INC | 0.08% |
Added 30.44%
|
2,219,381 | $136,203,000.0 |
| WMS Partners, LLC | 6.87% |
Added 6.80%
|
1,981,582 | $121,609,000.0 |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.81% |
No Change
|
1,807,780 | $82,471,000.0 |
| LPL Financial LLC | 0.04% |
Added 13.13%
|
1,535,215 | $94,216,000.0 |
| Oak Root LLC | 12.12% |
No Change
|
1,516,371 | $93,059,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% |
Added 32.26%
|
1,482,514 | $90,981,000.0 |
| Adero Partners, LLC | 4.8% |
Added 10.13%
|
1,179,332 | $72,375,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.05% |
Added 14.09%
|
1,046,945 | $64,251,000.0 |
| Waypoint Wealth Partners Inc. | 15.71% |
Reduced 0.13%
|
918,324 | $56,357,000.0 |
| Plancorp, LLC | 2.29% |
Added 0.34%
|
904,834 | $55,529,000.0 |