On this page, we present all of the funds holding AVDV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVDV, with a link to that fund's top holdings. The next columns indicate the amount of AVDV stock held by each of the funds holding AVDV, followed by the AVDV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 305 funds holding AVDV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jones Financial Companies Lllp. For more details on the positions held by Jones Financial Companies Lllp (or by any of the other funds holding AVDV), click the fund name in the "Holder" column of the funds-holding-AVDV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Jones Financial Companies Lllp | 16,214,850 | $1,013,266 | 12/31/2023 |
AVDV | 16,214,850 | $1,013,266 | 12/31/2023 |
Savant Capital LLC | 6,779,677 | $423,662 | 12/31/2023 |
AVDV | 6,779,677 | $423,662 | 12/31/2023 |
Creative Planning | 5,141,615 | $321,300 | 12/31/2023 |
AVDV | 5,141,615 | $321,300 | 12/31/2023 |
Mason Investment Advisory Services Inc. | 2,316,118 | $144,734 | 12/31/2023 |
AVDV | 2,316,118 | $144,734 | 12/31/2023 |
Unison Advisors LLC | 1,776,254 | $116,984 | 03/31/2024 |
AVDV | 1,776,254 | $116,984 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 1,732,796 | $108,282 | 12/31/2023 |
AVDV | 1,732,796 | $108,282 | 12/31/2023 |
Haverford Trust Co. | 1,473,914 | $92,105 | 12/31/2023 |
AVDV | 1,473,914 | $92,105 | 12/31/2023 |
Accredited Investors Inc. | 1,256,064 | $78,491 | 12/31/2023 |
AVDV | 1,256,064 | $78,491 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,096,635 | $68,529 | 12/31/2023 |
AVDV | 1,096,635 | $68,529 | 12/31/2023 |
Buckingham Strategic Partners | 1,078,362 | $67,387 | 12/31/2023 |
AVDV | 1,078,362 | $67,387 | 12/31/2023 |
Cerity Partners LLC | 1,074,941 | $67,173 | 12/31/2023 |
AVDV | 1,074,941 | $67,173 | 12/31/2023 |
Pure Financial Advisors Inc. | 998,981 | $65,793 | 03/31/2024 |
AVDV | 998,981 | $65,793 | 03/31/2024 |
Annex Advisory Services LLC | 947,666 | $62,413 | 03/31/2024 |
AVDV | 947,666 | $62,413 | 03/31/2024 |
Envestnet Asset Management Inc. | 795,869 | $49,734 | 12/31/2023 |
AVDV | 795,869 | $49,734 | 12/31/2023 |
HighTower Advisors LLC | 637,853 | $39,845 | 12/31/2023 |
AVDV | 637,853 | $39,845 | 12/31/2023 |
Larson Financial Group LLC | 623,835 | $38,983 | 12/31/2023 |
AVDV | 623,835 | $38,983 | 12/31/2023 |
TCI Wealth Advisors Inc. | 588,031 | $36,746 | 12/31/2023 |
AVDV | 588,031 | $36,746 | 12/31/2023 |
Carlson Capital Management | 528,519 | $34,808 | 03/31/2024 |
AVDV | 528,519 | $34,808 | 03/31/2024 |
Hill Investment Group Partners LLC | 533,867 | $33,361 | 12/31/2023 |
AVDV | 533,867 | $33,361 | 12/31/2023 |
CI Private Wealth LLC | 532,680 | $33,287 | 12/31/2023 |
AVDV | 532,680 | $33,287 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 482,327 | $30,141 | 12/31/2023 |
AVDV | 482,327 | $30,141 | 12/31/2023 |
Divergent Planning LLC | 432,279 | $28,314 | 03/31/2024 |
AVDV | 432,279 | $28,314 | 03/31/2024 |
PrairieView Partners LLC | 445,641 | $27,848 | 12/31/2023 |
AVDV | 445,641 | $27,848 | 12/31/2023 |
Callan Capital LLC | 444,361 | $27,768 | 12/31/2023 |
AVDV | 444,361 | $27,768 | 12/31/2023 |
Brickley Wealth Management | 443,124 | $27,691 | 12/31/2023 |
AVDV | 443,124 | $27,691 | 12/31/2023 |
American Century Companies Inc. | 429,047 | $26,811 | 12/31/2023 |
AVDV | 429,047 | $26,811 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 396,370 | $26,105 | 03/31/2024 |
AVDV | 396,370 | $26,105 | 03/31/2024 |
Efficient Advisors LLC | 404,182 | $25,257 | 12/31/2023 |
AVDV | 404,182 | $25,257 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 363,955 | $22,744 | 12/31/2023 |
AVDV | 363,955 | $22,744 | 12/31/2023 |
Park Avenue Securities LLC | 326,583 | $21,509 | 03/31/2024 |
AVDV | 326,583 | $21,509 | 03/31/2024 |
Opus Capital Group LLC | 312,276 | $19,514 | 12/31/2023 |
AVDV | 312,276 | $19,514 | 12/31/2023 |
Falcon Wealth Planning | 294,255 | $19,380 | 03/31/2024 |
AVDV | 294,255 | $19,380 | 03/31/2024 |
Werba Rubin Papier Wealth Management | 276,143 | $17,256 | 12/31/2023 |
AVDV | 276,143 | $17,256 | 12/31/2023 |
Meredith Wealth Planning | 265,964 | $16,620 | 12/31/2023 |
AVDV | 265,964 | $16,620 | 12/31/2023 |
Fundamentun LLC | 234,372 | $15,436 | 03/31/2024 |
AVDV | 234,372 | $15,436 | 03/31/2024 |
Marquette Asset Management LLC | 242,383 | $15,147 | 12/31/2023 |
AVDV | 242,383 | $15,147 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 239,832 | $14,987 | 12/31/2023 |
AVDV | 239,832 | $14,987 | 12/31/2023 |
Trilogy Capital Inc. | 227,007 | $14,951 | 03/31/2024 |
AVDV | 227,007 | $14,951 | 03/31/2024 |
LPL Financial LLC | 215,952 | $13,495 | 12/31/2023 |
AVDV | 215,952 | $13,495 | 12/31/2023 |
Peirce Capital Management LLC | 203,665 | $13,413 | 03/31/2024 |
AVDV | 203,665 | $13,413 | 03/31/2024 |
Apella Capital LLC | 201,258 | $13,378 | 03/31/2024 |
AVDV | 201,258 | $13,378 | 03/31/2024 |
Atwood & Palmer Inc. | 198,990 | $13,105 | 03/31/2024 |
AVDV | 198,990 | $13,105 | 03/31/2024 |
Symmetry Partners LLC | 190,512 | $12,547 | 03/31/2024 |
AVDV | 190,512 | $12,547 | 03/31/2024 |
Quarry Hill Advisors LLC | 190,384 | $11,897 | 12/31/2023 |
AVDV | 190,384 | $11,897 | 12/31/2023 |
Financial Management Network Inc. | 190,662 | $11,754 | 12/31/2023 |
AVDV | 190,662 | $11,754 | 12/31/2023 |
Jane Street Group LLC | 184,529 | $11,531 | 12/31/2023 |
AVDV | 184,529 | $11,531 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 184,250 | $11,514 | 12/31/2023 |
AVDV | 184,250 | $11,514 | 12/31/2023 |
Great Point Wealth Advisors LLC | 179,082 | $11,191 | 12/31/2023 |
AVDV | 179,082 | $11,191 | 12/31/2023 |
JPMorgan Chase & Co. | 176,401 | $11,023 | 12/31/2023 |
AVDV | 176,401 | $11,023 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 173,246 | $10,826 | 12/31/2023 |
AVDV | 173,246 | $10,826 | 12/31/2023 |
Plancorp LLC | 172,470 | $10,778 | 12/31/2023 |
AVDV | 172,470 | $10,778 | 12/31/2023 |
Warren Averett Asset Management LLC | 172,151 | $10,758 | 12/31/2023 |
AVDV | 172,151 | $10,758 | 12/31/2023 |
JRM Investment Counsel LLC | 171,210 | $10,699 | 12/31/2023 |
AVDV | 171,210 | $10,699 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 159,366 | $10,467 | 03/31/2024 |
AVDV | 159,366 | $10,467 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 164,715 | $10,293 | 12/31/2023 |
AVDV | 164,715 | $10,293 | 12/31/2023 |
WMS Partners LLC | 163,670 | $10,228 | 12/31/2023 |
AVDV | 163,670 | $10,228 | 12/31/2023 |
Prosperity Planning Inc. | 153,602 | $10,116 | 03/31/2024 |
AVDV | 153,602 | $10,116 | 03/31/2024 |
Flagstone Financial Management | 155,532 | $9,719 | 12/31/2023 |
AVDV | 155,532 | $9,719 | 12/31/2023 |
Orion Portfolio Solutions LLC | 154,434 | $9,593 | 12/31/2023 |
AVDV | 154,434 | $9,593 | 12/31/2023 |
Northwest Wealth Management LLC | 145,738 | $9,107 | 12/31/2023 |
AVDV | 145,738 | $9,107 | 12/31/2023 |
Quantum Financial Advisors LLC | 145,583 | $9,097 | 12/31/2023 |
AVDV | 145,583 | $9,097 | 12/31/2023 |
D Orazio & Associates Inc. | 137,640 | $8,601 | 12/31/2023 |
AVDV | 137,640 | $8,601 | 12/31/2023 |
Collective Family Office LLC | 124,885 | $8,225 | 03/31/2024 |
AVDV | 124,885 | $8,225 | 03/31/2024 |
Morgan Stanley | 131,091 | $8,192 | 12/31/2023 |
AVDV | 131,091 | $8,192 | 12/31/2023 |
Wealth Architects LLC | 127,662 | $7,978 | 12/31/2023 |
AVDV | 127,662 | $7,978 | 12/31/2023 |
Intergy Private Wealth LLC | 127,528 | $7,969 | 12/31/2023 |
AVDV | 127,528 | $7,969 | 12/31/2023 |
OLD Mission Capital LLC | 122,147 | $7,633 | 12/31/2023 |
AVDV | 122,147 | $7,633 | 12/31/2023 |
Advisor Group Holdings Inc. | 120,836 | $7,553 | 12/31/2023 |
AVDV | 120,836 | $7,553 | 12/31/2023 |
Oakwell Private Wealth Management LLC | 118,152 | $7,383 | 12/31/2023 |
AVDV | 118,152 | $7,383 | 12/31/2023 |
Apeiron RIA LLC | 110,203 | $7,258 | 03/31/2024 |
AVDV | 110,203 | $7,258 | 03/31/2024 |
Anderson Hoagland & Co. | 109,538 | $7,194 | 03/31/2024 |
AVDV | 109,538 | $7,194 | 03/31/2024 |
Merriman Wealth Management LLC | 113,625 | $7,100 | 12/31/2023 |
AVDV | 113,625 | $7,100 | 12/31/2023 |
Goldstein Advisors LLC | 109,030 | $6,813 | 12/31/2023 |
AVDV | 109,030 | $6,813 | 12/31/2023 |
Valued Wealth Advisors LLC | 116,891 | $6,762 | 12/31/2023 |
AVDV | 116,891 | $6,762 | 12/31/2023 |
First Ascent Asset Management LLC | 107,414 | $6,712 | 12/31/2023 |
AVDV | 107,414 | $6,712 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 101,543 | $6,688 | 03/31/2024 |
AVDV | 101,543 | $6,688 | 03/31/2024 |
Mraz Amerine & Associates Inc. | 106,858 | $6,678 | 12/31/2023 |
AVDV | 106,858 | $6,678 | 12/31/2023 |
Strategic Blueprint LLC | 106,458 | $6,653 | 12/31/2023 |
AVDV | 106,458 | $6,653 | 12/31/2023 |
Paragon Advisors LLC | 104,999 | $6,561 | 12/31/2023 |
AVDV | 104,999 | $6,561 | 12/31/2023 |
Pallas Capital Advisors LLC | 98,733 | $6,503 | 03/31/2024 |
AVDV | 98,733 | $6,503 | 03/31/2024 |
Sailer Financial LLC | 99,365 | $6,209 | 12/31/2023 |
AVDV | 99,365 | $6,209 | 12/31/2023 |
Bayshore Asset Management LLC | 88,340 | $5,520 | 12/31/2023 |
AVDV | 88,340 | $5,520 | 12/31/2023 |
Equita Financial Network Inc. | 85,829 | $5,363 | 12/31/2023 |
AVDV | 85,829 | $5,363 | 12/31/2023 |
CoreFirst Bank & Trust | 84,726 | $5,295 | 12/31/2023 |
AVDV | 84,726 | $5,295 | 12/31/2023 |
Mariner LLC | 82,574 | $5,160 | 12/31/2023 |
AVDV | 82,574 | $5,160 | 12/31/2023 |
Family Wealth Partners LLC | 78,258 | $5,154 | 03/31/2024 |
AVDV | 78,258 | $5,154 | 03/31/2024 |
Pathstone Holdings LLC | 81,778 | $5,110 | 12/31/2023 |
AVDV | 81,778 | $5,110 | 12/31/2023 |
Frontier Asset Management LLC | 79,334 | $4,958 | 12/31/2023 |
AVDV | 79,334 | $4,958 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 78,400 | $4,899 | 12/31/2023 |
AVDV | 78,400 | $4,899 | 12/31/2023 |
Cardiff Park Advisors LLC | 77,952 | $4,871 | 12/31/2023 |
AVDV | 77,952 | $4,871 | 12/31/2023 |
Emprise Bank | 72,744 | $4,791 | 03/31/2024 |
AVDV | 72,744 | $4,791 | 03/31/2024 |
Delap Wealth Advisory LLC | 73,080 | $4,567 | 12/31/2023 |
AVDV | 73,080 | $4,567 | 12/31/2023 |
Oceanside Advisors LLC | 72,124 | $4,507 | 12/31/2023 |
AVDV | 72,124 | $4,507 | 12/31/2023 |
Magnus Financial Group LLC | 71,653 | $4,478 | 12/31/2023 |
AVDV | 71,653 | $4,478 | 12/31/2023 |
Resources Investment Advisors LLC. | 70,423 | $4,401 | 12/31/2023 |
AVDV | 70,423 | $4,401 | 12/31/2023 |
Dopkins Wealth Management LLC | 69,303 | $4,331 | 12/31/2023 |
AVDV | 69,303 | $4,331 | 12/31/2023 |
Chicago Partners Investment Group LLC | 70,573 | $4,320 | 12/31/2023 |
AVDV | 70,573 | $4,320 | 12/31/2023 |
Wedmont Private Capital | 64,652 | $4,297 | 03/31/2024 |
AVDV | 64,652 | $4,297 | 03/31/2024 |
Wells Fargo & Company MN | 68,286 | $4,267 | 12/31/2023 |
AVDV | 68,286 | $4,267 | 12/31/2023 |
WealthCollab LLC | 68,115 | $4,257 | 12/31/2023 |
AVDV | 68,115 | $4,257 | 12/31/2023 |
WMG Financial Advisors LLC | 67,359 | $4,209 | 12/31/2023 |
AVDV | 67,359 | $4,209 | 12/31/2023 |
Prosperity Consulting Group LLC | 66,615 | $4,163 | 12/31/2023 |
AVDV | 66,615 | $4,163 | 12/31/2023 |
Foster Group Inc. | 62,864 | $4,140 | 03/31/2024 |
AVDV | 62,864 | $4,140 | 03/31/2024 |
Elevate Wealth Advisory Inc. | 65,999 | $4,124 | 12/31/2023 |
AVDV | 65,999 | $4,124 | 12/31/2023 |
Capasso Planning Partners LLC | 64,935 | $4,058 | 12/31/2023 |
AVDV | 64,935 | $4,058 | 12/31/2023 |
Signet Financial Management LLC | 59,383 | $3,911 | 03/31/2024 |
AVDV | 59,383 | $3,911 | 03/31/2024 |
SageView Advisory Group LLC | 62,447 | $3,849 | 12/31/2023 |
AVDV | 62,447 | $3,849 | 12/31/2023 |
Stegent Equity Advisors Inc. | 60,570 | $3,785 | 12/31/2023 |
AVDV | 60,570 | $3,785 | 12/31/2023 |
Bank of America Corp DE | 60,409 | $3,775 | 12/31/2023 |
AVDV | 60,409 | $3,775 | 12/31/2023 |
Aveo Capital Partners LLC | 60,032 | $3,751 | 12/31/2023 |
AVDV | 60,032 | $3,751 | 12/31/2023 |
Fonville Wealth Management LLC | 58,201 | $3,637 | 12/31/2023 |
AVDV | 58,201 | $3,637 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 57,857 | $3,616 | 12/31/2023 |
AVDV | 57,857 | $3,616 | 12/31/2023 |
Ballentine Capital Advisors Inc | 58,337 | $3,568 | 12/31/2023 |
AVDV | 58,337 | $3,568 | 12/31/2023 |
Fortress Wealth Management Inc. | 56,241 | $3,515 | 12/31/2023 |
AVDV | 56,241 | $3,515 | 12/31/2023 |
Schulz Wealth LTD. | 52,873 | $3,482 | 03/31/2024 |
AVDV | 52,873 | $3,482 | 03/31/2024 |
Versant Capital Management Inc | 52,846 | $3,480 | 03/31/2024 |
AVDV | 52,846 | $3,480 | 03/31/2024 |
Stone Point Wealth LLC | 53,356 | $3,334 | 12/31/2023 |
AVDV | 53,356 | $3,334 | 12/31/2023 |
Physician Wealth Solutions Inc. | 53,265 | $3,329 | 12/31/2023 |
AVDV | 53,265 | $3,329 | 12/31/2023 |
WealthShield Partners LLC | 51,765 | $3,235 | 12/31/2023 |
AVDV | 51,765 | $3,235 | 12/31/2023 |
Libra Wealth LLC | 51,275 | $3,204 | 12/31/2023 |
AVDV | 51,275 | $3,204 | 12/31/2023 |
Modera Wealth Management LLC | 50,489 | $3,155 | 12/31/2023 |
AVDV | 50,489 | $3,155 | 12/31/2023 |
Checchi Capital Advisers LLC | 50,020 | $3,126 | 12/31/2023 |
AVDV | 50,020 | $3,126 | 12/31/2023 |
RWM Asset Management LLC | 47,354 | $3,119 | 03/31/2024 |
AVDV | 47,354 | $3,119 | 03/31/2024 |
Smith Moore & CO. | 49,367 | $3,085 | 12/31/2023 |
AVDV | 49,367 | $3,085 | 12/31/2023 |
Bull Oak Capital LLC | 46,641 | $3,072 | 03/31/2024 |
AVDV | 46,641 | $3,072 | 03/31/2024 |
PCG Wealth Advisors LLC | 48,409 | $3,025 | 12/31/2023 |
AVDV | 48,409 | $3,025 | 12/31/2023 |
Stifel Financial Corp | 48,325 | $3,020 | 12/31/2023 |
AVDV | 48,325 | $3,020 | 12/31/2023 |
Stokes Family Office LLC | 47,564 | $2,972 | 12/31/2023 |
AVDV | 47,564 | $2,972 | 12/31/2023 |
ML & R Wealth Management LLC | 45,689 | $2,855 | 12/31/2023 |
AVDV | 45,689 | $2,855 | 12/31/2023 |
Private Advisor Group LLC | 45,495 | $2,843 | 12/31/2023 |
AVDV | 45,495 | $2,843 | 12/31/2023 |
EverSource Wealth Advisors LLC | 44,053 | $2,753 | 12/31/2023 |
AVDV | 44,053 | $2,753 | 12/31/2023 |
Commonwealth Equity Services LLC | 43,371 | $2,710 | 12/31/2023 |
AVDV | 43,371 | $2,710 | 12/31/2023 |
Private Wealth Management Group LLC | 40,203 | $2,512 | 12/31/2023 |
AVDV | 40,203 | $2,512 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 39,758 | $2,484 | 12/31/2023 |
AVDV | 39,758 | $2,484 | 12/31/2023 |
First National Bank Sioux Falls | 36,823 | $2,425 | 03/31/2024 |
AVDV | 36,823 | $2,425 | 03/31/2024 |
Continuum Advisory LLC | 38,730 | $2,420 | 12/31/2023 |
AVDV | 38,730 | $2,420 | 12/31/2023 |
Efficient Frontier Advisors LLC | 36,374 | $2,396 | 03/31/2024 |
AVDV | 36,374 | $2,396 | 03/31/2024 |
Cypress Point Wealth Management LLC | 34,494 | $2,156 | 12/31/2023 |
AVDV | 34,494 | $2,156 | 12/31/2023 |
Aire Advisors LLC | 33,734 | $2,108 | 12/31/2023 |
AVDV | 33,734 | $2,108 | 12/31/2023 |
Empire Financial Management Company LLC | 33,312 | $2,082 | 12/31/2023 |
AVDV | 33,312 | $2,082 | 12/31/2023 |
Kraft Asset Management LLC | 32,225 | $2,014 | 12/31/2023 |
AVDV | 32,225 | $2,014 | 12/31/2023 |
Philadelphia Trust Co. | 31,843 | $1,990 | 12/31/2023 |
AVDV | 31,843 | $1,990 | 12/31/2023 |
Tortoise Investment Management LLC | 31,124 | $1,945 | 12/31/2023 |
AVDV | 31,124 | $1,945 | 12/31/2023 |
Adroit Compliance LLC | 31,035 | $1,939 | 12/31/2023 |
AVDV | 31,035 | $1,939 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 31,035 | $1,939 | 12/31/2023 |
AVDV | 31,035 | $1,939 | 12/31/2023 |
EP Wealth Advisors LLC | 30,903 | $1,931 | 12/31/2023 |
AVDV | 30,903 | $1,931 | 12/31/2023 |
Capital Performance Advisors LLP | 30,523 | $1,907 | 12/31/2023 |
AVDV | 30,523 | $1,907 | 12/31/2023 |
Foundations Investment Advisors LLC | 30,654 | $1,896 | 12/31/2023 |
AVDV | 30,654 | $1,896 | 12/31/2023 |
GWM Advisors LLC | 29,682 | $1,849 | 12/31/2023 |
AVDV | 29,682 | $1,849 | 12/31/2023 |
MML Investors Services LLC | 29,529 | $1,845 | 12/31/2023 |
AVDV | 29,529 | $1,845 | 12/31/2023 |
Fidelity D & D Bancorp Inc. | 27,756 | $1,828 | 03/31/2024 |
AVDV | 27,756 | $1,828 | 03/31/2024 |
Waterfront Wealth Inc. | 29,114 | $1,819 | 12/31/2023 |
AVDV | 29,114 | $1,819 | 12/31/2023 |
Coldstream Capital Management Inc. | 27,586 | $1,724 | 12/31/2023 |
AVDV | 27,586 | $1,724 | 12/31/2023 |
Bridge Advisory LLC | 25,224 | $1,661 | 03/31/2024 |
AVDV | 25,224 | $1,661 | 03/31/2024 |
Flow Traders U.S. LLC | 26,351 | $1,647 | 12/31/2023 |
AVDV | 26,351 | $1,647 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 25,025 | $1,564 | 12/31/2023 |
AVDV | 25,025 | $1,564 | 12/31/2023 |
McLean Asset Management Corp | 23,425 | $1,557 | 03/31/2024 |
AVDV | 23,425 | $1,557 | 03/31/2024 |
Prospera Financial Services Inc | 23,831 | $1,489 | 12/31/2023 |
AVDV | 23,831 | $1,489 | 12/31/2023 |
IFP Advisors Inc | 23,591 | $1,474 | 12/31/2023 |
AVDV | 23,591 | $1,474 | 12/31/2023 |
Royal Bank of Canada | 23,401 | $1,463 | 12/31/2023 |
AVDV | 23,401 | $1,463 | 12/31/2023 |
Nwam LLC | 23,264 | $1,454 | 12/31/2023 |
AVDV | 23,264 | $1,454 | 12/31/2023 |
Gradient Capital Advisors LLC | 21,630 | $1,425 | 03/31/2024 |
AVDV | 21,630 | $1,425 | 03/31/2024 |
Truepoint Inc. | 22,478 | $1,405 | 12/31/2023 |
AVDV | 22,478 | $1,405 | 12/31/2023 |
Farther Finance Advisors LLC | 22,326 | $1,395 | 12/31/2023 |
AVDV | 22,326 | $1,395 | 12/31/2023 |
Gibson Capital LLC | 21,138 | $1,392 | 03/31/2024 |
AVDV | 21,138 | $1,392 | 03/31/2024 |
Global Trust Asset Management LLC | 20,907 | $1,377 | 03/31/2024 |
AVDV | 20,907 | $1,377 | 03/31/2024 |
IAG Wealth Partners LLC | 20,624 | $1,289 | 12/31/2023 |
AVDV | 20,624 | $1,289 | 12/31/2023 |
Sowell Financial Services LLC | 20,389 | $1,274 | 12/31/2023 |
AVDV | 20,389 | $1,274 | 12/31/2023 |
Tillman Hartley LLC | 20,310 | $1,269 | 12/31/2023 |
AVDV | 20,310 | $1,269 | 12/31/2023 |
Soundmark Wealth Management LLC | 19,012 | $1,252 | 03/31/2024 |
AVDV | 19,012 | $1,252 | 03/31/2024 |
Good Life Advisors LLC | 19,611 | $1,226 | 12/31/2023 |
AVDV | 19,611 | $1,226 | 12/31/2023 |
Seed Wealth Management Inc. | 18,260 | $1,196 | 03/31/2024 |
AVDV | 18,260 | $1,196 | 03/31/2024 |
CVA Family Office LLC | 18,089 | $1,191 | 03/31/2024 |
AVDV | 18,089 | $1,191 | 03/31/2024 |
Shufro Rose & Co. LLC | 20,097 | $1,163 | 12/31/2023 |
AVDV | 20,097 | $1,163 | 12/31/2023 |
Discipline Wealth Solutions LLC | 18,948 | $1,159 | 12/31/2023 |
AVDV | 18,948 | $1,159 | 12/31/2023 |
Cetera Investment Advisers | 18,521 | $1,157 | 12/31/2023 |
AVDV | 18,521 | $1,157 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 16,768 | $1,104 | 03/31/2024 |
AVDV | 16,768 | $1,104 | 03/31/2024 |
Betterment LLC | 17,302 | $1,081 | 12/31/2023 |
AVDV | 17,302 | $1,081 | 12/31/2023 |
UMB Bank N A MO | 17,057 | $1,066 | 12/31/2023 |
AVDV | 17,057 | $1,066 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 16,984 | $1,061 | 12/31/2023 |
AVDV | 16,984 | $1,061 | 12/31/2023 |
SC&H Financial Advisors Inc. | 16,865 | $1,054 | 12/31/2023 |
AVDV | 16,865 | $1,054 | 12/31/2023 |
LexAurum Advisors LLC | 15,765 | $1,038 | 03/31/2024 |
AVDV | 15,765 | $1,038 | 03/31/2024 |
Evanson Asset Management LLC | 15,178 | $1,000 | 03/31/2024 |
AVDV | 15,178 | $1,000 | 03/31/2024 |
Insight Wealth Partners LLC | 15,851 | $991 | 12/31/2023 |
AVDV | 15,851 | $991 | 12/31/2023 |
Kavar Capital Partners Group LLC | 15,708 | $982 | 12/31/2023 |
AVDV | 15,708 | $982 | 12/31/2023 |
WorthPointe LLC | 15,404 | $963 | 12/31/2023 |
AVDV | 15,404 | $963 | 12/31/2023 |
Keb Asset Management LLC | 15,394 | $962 | 12/31/2023 |
AVDV | 15,394 | $962 | 12/31/2023 |
Lauterbach Financial Advisors LLC | 15,086 | $943 | 12/31/2023 |
AVDV | 15,086 | $943 | 12/31/2023 |
Asset Dedication LLC | 14,127 | $932 | 03/31/2024 |
AVDV | 14,127 | $932 | 03/31/2024 |
Vivaldi Capital Management LLC | 15,387 | $926 | 12/31/2023 |
AVDV | 15,387 | $926 | 12/31/2023 |
Wealthfront Advisers LLC | 14,295 | $893 | 12/31/2023 |
AVDV | 14,295 | $893 | 12/31/2023 |
Advisory Services Network LLC | 13,949 | $872 | 12/31/2023 |
AVDV | 13,949 | $872 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 13,344 | $823 | 12/31/2023 |
AVDV | 13,344 | $823 | 12/31/2023 |
Renaissance Technologies LLC | 12,796 | $800 | 12/31/2023 |
AVDV | 12,796 | $800 | 12/31/2023 |
CWM LLC | 12,117 | $798 | 03/31/2024 |
AVDV | 12,117 | $798 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 12,391 | $774 | 12/31/2023 |
AVDV | 12,391 | $774 | 12/31/2023 |
Clark Capital Management Group Inc. | 12,260 | $766 | 12/31/2023 |
AVDV | 12,260 | $766 | 12/31/2023 |
Sigma Planning Corp | 12,219 | $764 | 12/31/2023 |
AVDV | 12,219 | $764 | 12/31/2023 |
Northland Capital Management LLC | 12,134 | $758 | 12/31/2023 |
AVDV | 12,134 | $758 | 12/31/2023 |
Captrust Financial Advisors | 11,686 | $730 | 12/31/2023 |
AVDV | 11,686 | $730 | 12/31/2023 |
Natixis Advisors L.P. | 11,427 | $714 | 12/31/2023 |
AVDV | 11,427 | $714 | 12/31/2023 |
Kestra Advisory Services LLC | 11,422 | $714 | 12/31/2023 |
AVDV | 11,422 | $714 | 12/31/2023 |
UBS Group AG | 11,240 | $702 | 12/31/2023 |
AVDV | 11,240 | $702 | 12/31/2023 |
CAP Partners LLC | 10,956 | $685 | 12/31/2023 |
AVDV | 10,956 | $685 | 12/31/2023 |
True Vision MN LLC | 10,926 | $683 | 12/31/2023 |
AVDV | 10,926 | $683 | 12/31/2023 |
Cardinal Point Capital Management ULC | 10,910 | $682 | 12/31/2023 |
AVDV | 10,910 | $682 | 12/31/2023 |
Claris Advisors LLC MO | 10,902 | $681 | 12/31/2023 |
AVDV | 10,902 | $681 | 12/31/2023 |
Certified Advisory Corp | 10,822 | $676 | 12/31/2023 |
AVDV | 10,822 | $676 | 12/31/2023 |
Lam Group Inc. | 9,820 | $647 | 03/31/2024 |
AVDV | 9,820 | $647 | 03/31/2024 |
Orion Capital Management LLC | 10,288 | $643 | 12/31/2023 |
AVDV | 10,288 | $643 | 12/31/2023 |
Level Financial Advisors Inc. | 9,413 | $588 | 12/31/2023 |
AVDV | 9,413 | $588 | 12/31/2023 |
CENTRAL TRUST Co | 9,161 | $572 | 12/31/2023 |
AVDV | 9,161 | $572 | 12/31/2023 |
Citadel Advisors LLC | $559 | 12/31/2023 | |
AVDV | 7,838 | $490 | 12/31/2023 |
Call | 1,100 | $69 | 12/31/2023 |
Curtis Advisory Group LLC | 8,652 | $541 | 12/31/2023 |
AVDV | 8,652 | $541 | 12/31/2023 |
Able Wealth Management LLC | 8,614 | $538 | 12/31/2023 |
AVDV | 8,614 | $538 | 12/31/2023 |
Verdence Capital Advisors LLC | 8,590 | $537 | 12/31/2023 |
AVDV | 8,590 | $537 | 12/31/2023 |
Seldon Capital LP | 8,000 | $500 | 12/31/2023 |
AVDV | 8,000 | $500 | 12/31/2023 |
Thrivent Financial for Lutherans | 7,792 | $487 | 12/31/2023 |
AVDV | 7,792 | $487 | 12/31/2023 |
Paragon Capital Management Ltd | 7,345 | $484 | 03/31/2024 |
AVDV | 7,345 | $484 | 03/31/2024 |
Beacon Pointe Advisors LLC | 7,436 | $465 | 12/31/2023 |
AVDV | 7,436 | $465 | 12/31/2023 |
Keel Point LLC | 7,017 | $462 | 03/31/2024 |
AVDV | 7,017 | $462 | 03/31/2024 |
Selective Wealth Management Inc. | 6,578 | $432 | 03/31/2024 |
AVDV | 6,578 | $432 | 03/31/2024 |
Tranquility Partners LLC | 6,739 | $421 | 12/31/2023 |
AVDV | 6,739 | $421 | 12/31/2023 |
Cetera Advisor Networks LLC | 6,720 | $420 | 12/31/2023 |
AVDV | 6,720 | $420 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 6,558 | $410 | 12/31/2023 |
AVDV | 6,558 | $410 | 12/31/2023 |
Austin Wealth Management LLC | 6,523 | $401 | 12/31/2023 |
AVDV | 6,523 | $401 | 12/31/2023 |
Prudential Financial Inc. | 6,299 | $394 | 12/31/2023 |
AVDV | 6,299 | $394 | 12/31/2023 |
Brighton Jones LLC | 6,246 | $390 | 12/31/2023 |
AVDV | 6,246 | $390 | 12/31/2023 |
Intelligent Financial Strategies | 6,225 | $389 | 12/31/2023 |
AVDV | 6,225 | $389 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 6,200 | $387 | 12/31/2023 |
AVDV | 6,200 | $387 | 12/31/2023 |
Bridgeworth LLC | 6,170 | $386 | 12/31/2023 |
AVDV | 6,170 | $386 | 12/31/2023 |
B&D White Capital Company LLC | 6,173 | $386 | 12/31/2023 |
AVDV | 6,173 | $386 | 12/31/2023 |
The PNC Financial Services Group Inc. | 5,460 | $341 | 12/31/2023 |
AVDV | 5,460 | $341 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 5,134 | $338 | 03/31/2024 |
AVDV | 5,134 | $338 | 03/31/2024 |
Annapolis Financial Services LLC | 5,075 | $334 | 03/31/2024 |
AVDV | 5,075 | $334 | 03/31/2024 |
Atria Wealth Solutions Inc. | 5,130 | $321 | 12/31/2023 |
AVDV | 5,130 | $321 | 12/31/2023 |
Raymond James & Associates | 5,100 | $319 | 12/31/2023 |
AVDV | 5,100 | $319 | 12/31/2023 |
Savvy Advisors Inc. | 5,023 | $314 | 12/31/2023 |
AVDV | 5,023 | $314 | 12/31/2023 |
Empirical Finance LLC | 4,991 | $312 | 12/31/2023 |
AVDV | 4,991 | $312 | 12/31/2023 |
Palisade Asset Management LLC | 4,840 | $302 | 12/31/2023 |
AVDV | 4,840 | $302 | 12/31/2023 |
MB Generational Wealth LLC | 4,804 | $300 | 12/31/2023 |
AVDV | 4,804 | $300 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 4,486 | $291 | 03/31/2024 |
AVDV | 4,486 | $291 | 03/31/2024 |
TFB Advisors LLC | 4,553 | $285 | 12/31/2023 |
AVDV | 4,553 | $285 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 4,500 | $281 | 12/31/2023 |
AVDV | 4,500 | $281 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 4,400 | $275 | 12/31/2023 |
AVDV | 4,400 | $275 | 12/31/2023 |
Accel Wealth Management | 4,362 | $273 | 12/31/2023 |
AVDV | 4,362 | $273 | 12/31/2023 |
Abacus Planning Group Inc. | 4,109 | $271 | 03/31/2024 |
AVDV | 4,109 | $271 | 03/31/2024 |
Rockwood Wealth Management LLC | 4,342 | $271 | 12/31/2023 |
AVDV | 4,342 | $271 | 12/31/2023 |
Index Fund Advisors Inc. | 4,260 | $266 | 12/31/2023 |
AVDV | 4,260 | $266 | 12/31/2023 |
Sage Rhino Capital LLC | 4,250 | $266 | 12/31/2023 |
AVDV | 4,250 | $266 | 12/31/2023 |
Seaside Wealth Management Inc. | 4,257 | $266 | 12/31/2023 |
AVDV | 4,257 | $266 | 12/31/2023 |
Baker Ellis Asset Management LLC | 4,000 | $263 | 03/31/2024 |
AVDV | 4,000 | $263 | 03/31/2024 |
Balboa Wealth Partners | 4,182 | $261 | 12/31/2023 |
AVDV | 4,182 | $261 | 12/31/2023 |
Life Planning Partners Inc | 4,070 | $254 | 12/31/2023 |
AVDV | 4,070 | $254 | 12/31/2023 |
Perigon Wealth Management LLC | 4,051 | $253 | 12/31/2023 |
AVDV | 4,051 | $253 | 12/31/2023 |
Geneos Wealth Management Inc. | 3,947 | $247 | 12/31/2023 |
AVDV | 3,947 | $247 | 12/31/2023 |
Coulter & Justus Financial Services LLC | 3,886 | $243 | 12/31/2023 |
AVDV | 3,886 | $243 | 12/31/2023 |
Ronald Blue Trust Inc. | 4,173 | $241 | 12/31/2023 |
AVDV | 4,173 | $241 | 12/31/2023 |
Root Financial Partners LLC | 3,834 | $240 | 12/31/2023 |
AVDV | 3,834 | $240 | 12/31/2023 |
Atlas Wealth LLC | 3,982 | $230 | 12/31/2023 |
AVDV | 3,982 | $230 | 12/31/2023 |
Principal Securities Inc. | 3,583 | $224 | 12/31/2023 |
AVDV | 3,583 | $224 | 12/31/2023 |
Liberty Wealth Management LLC | 3,560 | $222 | 12/31/2023 |
AVDV | 3,560 | $222 | 12/31/2023 |
Forum Financial Management LP | 3,541 | $221 | 12/31/2023 |
AVDV | 3,541 | $221 | 12/31/2023 |
Ancora Advisors LLC | 3,460 | $216 | 12/31/2023 |
AVDV | 3,460 | $216 | 12/31/2023 |
DBK Financial Counsel LLC | 3,195 | $210 | 03/31/2024 |
AVDV | 3,195 | $210 | 03/31/2024 |
Harbour Investments Inc. | 3,158 | $197 | 12/31/2023 |
AVDV | 3,158 | $197 | 12/31/2023 |
Hollencrest Capital Management | 2,391 | $149 | 12/31/2023 |
AVDV | 2,391 | $149 | 12/31/2023 |
Comerica Bank | 2,370 | $148 | 12/31/2023 |
AVDV | 2,370 | $148 | 12/31/2023 |
Bank of Montreal Can | 2,352 | $147 | 12/31/2023 |
AVDV | 2,352 | $147 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 2,216 | $138 | 12/31/2023 |
AVDV | 2,216 | $138 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,900 | $119 | 12/31/2023 |
AVDV | 1,900 | $119 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 1,810 | $113 | 12/31/2023 |
AVDV | 1,810 | $113 | 12/31/2023 |
Parkside Financial Bank & Trust | 1,540 | $96 | 12/31/2023 |
AVDV | 1,540 | $96 | 12/31/2023 |
Proequities Inc. | 765 | $48 | 12/31/2023 |
AVDV | 765 | $48 | 12/31/2023 |
Parallel Advisors LLC | 743 | $46 | 12/31/2023 |
AVDV | 743 | $46 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 737 | $46 | 12/31/2023 |
AVDV | 737 | $46 | 12/31/2023 |
Mather Group LLC. | 720 | $45 | 03/31/2024 |
AVDV | 720 | $45 | 03/31/2024 |
Bessemer Group Inc. | 719 | $45 | 12/31/2023 |
AVDV | 719 | $45 | 12/31/2023 |
First Pacific Financial | 693 | $43 | 12/31/2023 |
AVDV | 693 | $43 | 12/31/2023 |
National Bank of Canada FI | 643 | $40 | 12/31/2023 |
AVDV | 643 | $40 | 12/31/2023 |
Glassman Wealth Services | 521 | $33 | 12/31/2023 |
AVDV | 521 | $33 | 12/31/2023 |
Rockbridge Investment Management LCC | 399 | $25 | 12/31/2023 |
AVDV | 399 | $25 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 217 | $14 | 03/31/2024 |
AVDV | 217 | $14 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 213 | $13 | 12/31/2023 |
AVDV | 213 | $13 | 12/31/2023 |
Salem Investment Counselors Inc. | 187 | $12 | 03/31/2024 |
AVDV | 187 | $12 | 03/31/2024 |
First Horizon Advisors Inc. | 162 | $10 | 12/31/2023 |
AVDV | 162 | $10 | 12/31/2023 |
Tandem Wealth Advisors LLC | 137 | $9 | 12/31/2023 |
AVDV | 137 | $9 | 12/31/2023 |
FMR LLC | 109 | $7 | 12/31/2023 |
AVDV | 109 | $7 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 108 | $7 | 12/31/2023 |
AVDV | 108 | $7 | 12/31/2023 |
Robinson Capital Management LLC | 100 | $6 | 12/31/2023 |
AVDV | 100 | $6 | 12/31/2023 |
Pacifica Partners Inc. | 64 | $4 | 03/31/2024 |
AVDV | 64 | $4 | 03/31/2024 |
Global Retirement Partners LLC | 59 | $4 | 12/31/2023 |
AVDV | 59 | $4 | 12/31/2023 |
Pinnacle Bank | 46 | $3 | 03/31/2024 |
AVDV | 46 | $3 | 03/31/2024 |
Valley National Advisers Inc. | 49 | $3 | 12/31/2023 |
AVDV | 49 | $3 | 12/31/2023 |
ORG Partners LLC | 46 | $3 | 12/31/2023 |
AVDV | 46 | $3 | 12/31/2023 |
Nemes Rush Group LLC | 47 | $3 | 12/31/2023 |
AVDV | 47 | $3 | 12/31/2023 |
Allworth Financial LP | 25 | $2 | 12/31/2023 |
AVDV | 25 | $2 | 12/31/2023 |
Addison Advisors LLC | 8 | $1 | 12/31/2023 |
AVDV | 8 | $1 | 12/31/2023 |
Fifth Third Bancorp | 4 | $0 | 12/31/2023 |
AVDV | 4 | $0 | 12/31/2023 |
US Bancorp DE | 7 | $0 | 12/31/2023 |
AVDV | 7 | $0 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 0 | $0 | 12/31/2023 |
AVDV | 0 | $0 | 12/31/2023 |
Citigroup Inc. | 5 | $0 | 12/31/2023 |
AVDV | 5 | $0 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 2 | $0 | 12/31/2023 |
AVDV | 2 | $0 | 12/31/2023 |
Assetmark Inc. | 4 | $0 | 12/31/2023 |
AVDV | 4 | $0 | 12/31/2023 |
Lee Financial Co | 5 | $0 | 12/31/2023 |
AVDV | 5 | $0 | 12/31/2023 |
Caitlin John LLC | 4 | $0 | 12/31/2023 |
AVDV | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVDV
See Details: Top 10 Hedge Funds Holding AVDV
Also See: AVDV Holdings Changes
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