AMERICAN CENTY ETF TR

Ticker: TAXF CUSIP: 025072505 Class: DIVERSIFIED MU

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ENVESTNET ASSET MANAGEMENT INC2,194,673$110,568
CWM, LLC1,389,743$70
LPL Financial LLC649,182$32,706
MORGAN STANLEY422,323$21,277
Goldstein Advisors, LLC412,111$20,762
CX Institutional400,348$20
RAYMOND JAMES FINANCIAL INC214,163$10,790
Private Advisor Group, LLC195,850$9,867
CONDOR CAPITAL MANAGEMENT168,085$8,468
AMERIPRISE FINANCIAL INC147,814$7,447
Dynamic Advisor Solutions LLC127,063$6,401
IFP Advisors, Inc126,385$6,367
Kestra Advisory Services, LLC120,255$6,058
U.S. Capital Wealth Advisors, LLC108,572$5,470
COMMONWEALTH EQUITY SERVICES, LLC100,529$5,065
FLOW TRADERS U.S. LLC91,444$5
FAS Wealth Partners, Inc.88,133$4,440
Pursuit Wealth Management LLC81,546$4,108
Cambridge Investment Research Advisors, Inc.70,447$4
Visionary Wealth Advisors69,798$3,516
GEM Asset Management, LLC67,754$3,433
MERCER GLOBAL ADVISORS INC /ADV63,532$3,201
IHT Wealth Management, LLC63,114$3,180
OneDigital Investment Advisors LLC55,263$2,784
NewEdge Advisors, LLC55,178$2,780
HighTower Advisors, LLC53,802$2,711
MATHER GROUP, LLC.49,185$2,478
GWN SECURITIES INC.43,201$2,176
Landmark Wealth Management, LLC42,192$2,126
Mariner, LLC41,204$2,076
ROYAL BANK OF CANADA37,027$1,865
OneAscent Financial Services LLC36,667$1,847
OSAIC HOLDINGS, INC.34,898$1,758
Mutual Advisors, LLC34,739$1,750
Pine Valley Investments Ltd Liability Co34,102$1,718
Prime Capital Investment Advisors, LLC32,090$1,617
JPMORGAN CHASE & CO30,348$1,529
Midwestern Financial, LLC /IA25,203$1,270
PFG Advisors23,763$1,197
PNC Financial Services Group, Inc.21,943$1,105
Equitable Holdings, Inc.20,235$1,019
Savvy Advisors, Inc.19,743$995
CNB Bank18,932$954
Foundations Investment Advisors, LLC18,835$949
Core Wealth Advisors, Inc.18,626$938
Aprio Wealth Management, LLC18,234$919
COMERICA BANK17,328$873
Equity Wealth Partners, LLC16,875$850
Westside Investment Management, Inc.16,800$846
Melone Private Wealth, LLC16,300$821
ERn Financial, LLC15,900$801
Prosperity Consulting Group, LLC14,517$731
JANE STREET GROUP, LLC14,157$713
Gerber Kawasaki Wealth & Investment Management14,040$707
Brinker Capital Investments, LLC13,436$677
SageView Advisory Group, LLC13,326$671
REGIMEN WEALTH, LLC12,645$637
marrick wealth, LLC12,283$619
CAPTRUST FINANCIAL ADVISORS11,240$566
Cetera Investment Advisers10,484$528
MML INVESTORS SERVICES, LLC10,206$514
Frederick Financial Consultants, LLC9,976$503
Altus Wealth Group LLC9,712$489
Merit Financial Group, LLC9,512$479
Lodestone Wealth Management LLC9,384$473
Palatine Hill Wealth Management, LLC9,354$471
Lifeworks Advisors, LLC8,059$406
Pinnacle Financial Partners, Inc.8,037$405
Stewardship Advisors, LLC8,024$404
Legacy Financial Strategies, LLC7,086$357
JONES FINANCIAL COMPANIES LLLP6,898$348
Arrowroot Family Office, LLC6,200$312
Janney Montgomery Scott LLC6,140$0
PRIVATE TRUST CO NA5,994$302
STIFEL FINANCIAL CORP5,802$292
Finward Bancorp5,379$271
C M BIDWELL & ASSOCIATES LTD5,315$268
Atria Investments, Inc5,285$266
Investment Advisory Group, LLC4,500$227
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,410$222
Barnes Wealth Management Group, Inc4,383$221
Shade Tree Advisors LLC4,238$214
Compound Planning, Inc.4,133$208
PFG Investments, LLC4,128$208
Pure Financial Advisors, LLC4,100$207
McAdam, LLC4,028$203
Farther Finance Advisors, LLC2,934$148
Geneos Wealth Management Inc.1,450$73
ASSETMARK, INC975$49
HARBOUR INVESTMENTS, INC.899$45
Caldwell Trust Co770$39
Global Retirement Partners, LLC423$21
UBS Group AG52$3
SIGNATUREFD, LLC12$1
Larson Financial Group LLC1$0
BlackRock, Inc.1$0
Total (96 institutions)8,515,405$330,475