Smart Money Stocks — Top 25 stocks by alpha-weighted hedge fund ownership. Full screener with filters →
| # | Ticker | Company | Holders | Total Value | Smart Score |
|---|---|---|---|---|---|
| 1 | INGM | INGRAM MICRO HLDG CORP | 145 | $21.81B | 0.9235 |
| 2 | CTOS | CUSTOM TRUCK ONE SOURCE INC | 178 | $11.31B | 0.9194 |
| 3 | AKA | A K A BRANDS HLDG CORP | 21 | $0.07B | 0.9172 |
| 4 | MH | MCGRAW HILL INC | 98 | $5.21B | 0.9095 |
| 5 | CNA | CNA FINL CORP | 292 | $13.06B | 0.9036 |
| 6 | SBDS | SOLO BRANDS INC | 22 | $0.01B | 0.8994 |
| 7 | BALY | BALLYS CORPORATION | 56 | $0.62B | 0.8951 |
| 8 | SAIL | SAILPOINT INC | 204 | $11.42B | 0.8926 |
| 9 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | 10 | $4.38B | 0.8895 |
| 10 | PABU | ISHARES TR | 26 | $1.55B | 0.8890 |
| 11 | LUCK | LUCKY STRIKE ENTERTAINMENT | 64 | $0.60B | 0.8825 |
| 12 | FLYX | FLYEXCLUSIVE INC | 44 | $0.11B | 0.8794 |
| 13 | OLPX | OLAPLEX HLDGS INC | 137 | $0.76B | 0.8721 |
| 14 | G21307106 | CI&T INC | 43 | $0.23B | 0.8714 |
| 15 | RYI | RYERSON HLDG CORP | 161 | $2.98B | 0.8668 |
| 16 | LOT | LOTUS TECHNOLOGY INC | 11 | $0.01B | 0.8648 |
| 17 | 30190A104 | F&G ANNUITIES &LIFE INC | 439 | $3.86B | 0.8645 |
| 18 | SCOR | COMSCORE INC | 24 | $0.03B | 0.8621 |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | 639 | $78.27B | 0.8598 |
| 20 | ANEB | ANEBULO PHARMACEUTICALS INC | 19 | $0.09B | 0.8597 |
| 21 | FEAM | 5E ADVANCED MATERIALS INC | 33 | $0.03B | 0.8596 |
| 22 | BAYA | BAYER A G | 17 | $0.08B | 0.8588 |
| 23 | BRNS | BARINTHUS BIOTHERAPEUTICS PL | 13 | $0.05B | 0.8580 |
| 24 | ITH | INTERNATIONAL TOWER HILL MI | 53 | $0.26B | 0.8569 |
| 25 | NCSM | NCS MULTISTAGE HLDGS INC | 28 | $0.07B | 0.8545 |
| 26 | 000000000 | CONFIDENTIAL | 114 | $6.46B | 0.8533 |
| 27 | AQLT | ISHARES TR | 15 | $0.20B | 0.8530 |
| 28 | VRM | VROOM INC | 44 | $0.10B | 0.8480 |
| 29 | BBUC | BROOKFIELD BUSINESS CORP | 131 | $2.28B | 0.8450 |
| 30 | 67080N119 | NUVATION BIO INC | 21 | $0.01B | 0.8448 |
| 31 | 29977X105 | EVERCOMMERCE INC | 90 | $1.98B | 0.8417 |
| 32 | ARDT | ARDENT HEALTH INC | 126 | $0.95B | 0.8406 |
| 33 | BH/A | BIGLARI HLDGS INC | 35 | $0.33B | 0.8394 |
| 34 | GBTG | Global Business Travel Group, Inc. | 167 | $2.22B | 0.8393 |
| 35 | SVV | SAVERS VALUE VLG INC | 151 | $1.47B | 0.8386 |
| 36 | KLRS | KALARIS THERAPEUTICS INC | 52 | $0.15B | 0.8382 |
| 37 | LIQT | LIQTECH INTL INC | 17 | $0.01B | 0.8382 |
| 38 | M2029K104 | BIRKENSTOCK HOLDING PLC | 252 | $7.06B | 0.8370 |
| 39 | G17434104 | BROOKFIELD WEALTH SOL LTD | 108 | $0.85B | 0.8358 |
| 40 | CRRFY | CARREFOURSA | 10 | $0.01B | 0.8348 |
| 41 | G8656L130 | TH INTERNATIONAL LIMITED | 13 | $0.01B | 0.8345 |
| 42 | MCW | MISTER CAR WASH INC | 215 | $1.84B | 0.8321 |
| 43 | SEAT | VIVID SEATS INC | 77 | $0.06B | 0.8300 |
| 44 | 003CVR016 | ABIOMED INC | 10 | $0.00B | 0.8300 |
| 45 | G9471C206 | VERTICAL AEROSPACE LTD | 75 | $0.41B | 0.8289 |
| 46 | GIFT | GIFTIFY INC | 14 | $0.00B | 0.8264 |
| 47 | VALN | VALNEVA SE | 19 | $0.05B | 0.8260 |
| 48 | SNDA | SONIDA SENIOR LIVING INC | 68 | $0.47B | 0.8258 |
| 49 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | 17 | $0.10B | 0.8247 |
| 50 | VEON | VEON LTD | 114 | $0.89B | 0.8240 |
Smart Score (0–1): Composite of alpha-weighted hedge fund ownership signals. Higher = stronger institutional conviction. Learn more
Top Stocks — Q4 25
Most widely held securities by institutional investors. Click a ticker to view full ownership detail, or use the Screener to filter by any criteria.
| # | Ticker | Company | Holders | Inst. Value | New ↑ | Exits ↓ | Score |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 6,183 | $2,581.70B | 81 | 118 | 0.6591 |
| 2 | AAPL | Apple Inc | 5,990 | $2,545.06B | 93 | 97 | 0.6566 |
| 3 | AMZN | Amazon.com Inc | 5,974 | $1,596.14B | 162 | 113 | 0.6588 |
| 4 | NVDA | Nvidia Corp | 5,708 | $3,088.28B | 141 | 116 | 0.6510 |
| 5 | GOOGL | Alphabet Inc | 5,560 | $1,420.50B | 252 | 100 | 0.6587 |
| 6 | META | Meta Platforms Inc | 5,043 | $1,139.14B | 152 | 233 | 0.6532 |
| 7 | GOOG | ALPHABET INC | 5,013 | $988.64B | 240 | 97 | 0.6594 |
| 8 | JPM | JPMorgan Chase & Co | 4,994 | $626.34B | 118 | 96 | 0.6528 |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4,793 | $455.15B | 108 | 139 | 0.6619 |
| 10 | SPY | SPDR S&P 500 ETF TR | 4,599 | $895.83B | 151 | 143 | 0.6091 |
| 11 | AVGO | Broadcom Inc | 4,586 | $1,237.21B | 227 | 120 | 0.6556 |
| 12 | V | Visa Inc | 4,485 | $500.77B | 133 | 138 | 0.6682 |
| 13 | JNJ | Johnson & Johnson | 4,461 | $362.18B | 175 | 104 | 0.6550 |
| 14 | XOM | Exxon Mobil Corp | 4,441 | $329.51B | 156 | 109 | 0.6530 |
| 15 | LLY | Eli Lilly and Company | 4,378 | $838.23B | 339 | 105 | 0.6889 |
| 16 | WMT | Walmart Inc | 4,328 | $324.08B | 175 | 94 | 0.6472 |
| 17 | TSLA | TESLA INC | 4,257 | $881.79B | 181 | 135 | 0.6323 |
| 18 | HD | Home Depot Inc | 4,104 | $246.14B | 111 | 228 | 0.6535 |
| 19 | ABBV | ABBVIE INC | 4,048 | $295.03B | 126 | 135 | 0.6526 |
| 20 | COST | Costco Wholesale Corp | 4,043 | $266.48B | 113 | 178 | 0.6480 |
| 21 | PG | The Procter & Gamble Co | 3,985 | $221.86B | 115 | 190 | 0.6557 |
| 22 | CVX | CHEVRON CORP NEW | 3,931 | $221.17B | 111 | 144 | 0.6643 |
| 23 | IVV | iShares Core S&P 500 | 3,909 | $557.10B | 116 | 63 | 0.6709 |
| 24 | NDQ | INVESCO QQQ TR | 3,827 | $441.56B | 169 | 153 | 0.5857 |
| 25 | VOO | VANGUARD INDEX FDS | 3,737 | $322.65B | 169 | 95 | 0.6792 |
| 26 | ORCL | Oracle Corp | 3,705 | $260.18B | 170 | 412 | 0.6448 |
| 27 | MA | Mastercard Inc CL A | 3,683 | $434.24B | 126 | 122 | 0.6748 |
| 28 | IBM | International Business Machine | 3,648 | $178.94B | 189 | 115 | 0.6450 |
| 29 | CSCO | Cisco Systems Inc | 3,640 | $230.01B | 195 | 118 | 0.6472 |
| 30 | BAC | BANK AMERICA CORP | 3,588 | $303.57B | 171 | 105 | 0.6683 |
| 31 | MRK | MERCK & CO INC | 3,549 | $201.89B | 281 | 134 | 0.6506 |
| 32 | MCD | MCDONALDS CORP | 3,536 | $157.61B | 116 | 138 | 0.6495 |
| 33 | CAT | Caterpillar Inc | 3,496 | $189.61B | 271 | 94 | 0.6571 |
| 34 | VTI | VANGUARD INDEX FDS | 3,487 | $154.51B | 114 | 73 | 0.7042 |
| 35 | PEP | PEPSICO INC | 3,482 | $148.34B | 147 | 126 | 0.6518 |
| 36 | NFLX | Netflix Inc | 3,482 | $327.61B | 185 | 330 | 0.6486 |
| 37 | KO | COCA COLA CO | 3,450 | $219.69B | 143 | 121 | 0.6742 |
| 38 | RTX | RTX CORPORATION | 3,295 | $194.60B | 205 | 103 | 0.6644 |
| 39 | UNH | UNITEDHEALTH GROUP INC | 3,269 | $263.10B | 175 | 226 | 0.6469 |
| 40 | ABT | Abbott Labs | 3,251 | $167.29B | 127 | 177 | 0.6623 |
| 41 | DIS | The Walt Disney Co | 3,173 | $151.42B | 129 | 181 | 0.6552 |
| 42 | GE | GE Aerospace | 3,171 | $248.61B | 186 | 87 | 0.6753 |
| 43 | TSM | Taiwan Semiconductor Manufactu | 3,100 | $259.57B | 231 | 102 | 0.6676 |
| 44 | AMD | ADVANCED MICRO DEVICES INC | 3,099 | $271.03B | 391 | 140 | 0.6301 |
| 45 | AMGN | Amgen Inc | 3,064 | $141.74B | 220 | 89 | 0.6581 |
| 46 | VZ | Verizon Communications Inc | 3,042 | $114.01B | 126 | 206 | 0.6526 |
| 47 | GLD | SPDR GOLD TR | 3,020 | $188.99B | 202 | 88 | 0.6020 |
| 48 | PLTR | PALANTIR TECHNOLOGIES INC | 3,013 | $264.86B | 196 | 167 | 0.6327 |
| 49 | AXP | American Express Co | 3,006 | $213.88B | 215 | 89 | 0.6945 |
| 50 | QCOM | QUALCOMM INC | 2,971 | $138.55B | 150 | 124 | 0.6471 |
Source: SEC 13F-HR filings, Q4 25. Not investment advice.
BND VANGUARD BD INDEX FDS
TOTAL BND MRKT
CUSIP: 921937835
FIGI: BBG000BZZS63
Institutional Holders1,775
Total Institutional Value$73,260,819,510
Total Shares Held1,025,389,080
Avg Position$41,273,701
Top 5 Holders %49.1%
Alpha-Weighted Score66.9
New Positions+109
Exited Positions-96
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $10,342,363,629 (14.1%) | 139,629,587 | -47.1% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $9,253,526,664 (12.6%) | 124,929,480 | 14.5% |
| CREATIVE PLANNING | High Conviction | Significant Flow | $8,724,053,591 (11.9%) | 117,781,202 | -6.1% |
| VANGUARD GROUP INC | High Conviction | Market Mover | $5,844,362,990 (8.0%) | 78,903,250 | 9.3% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $1,825,350,246 (2.5%) | 24,643,584 | -6.0% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $1,774,156,202 (2.4%) | 23,952,426 | -47.9% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $1,590,285,381 (2.2%) | 21,470,033 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $1,376,715,008 (1.9%) | 18,586,676 | 5.1% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $1,322,527,510 (1.8%) | 17,855,111 | 5.3% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $1,055,869,627 (1.4%) | 14,255,024 | - |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | High Conviction | Market Mover | $954,587,227 (1.3%) | 12,887,730 | -5.6% |
| ARIZONA PSPRS TRUST | Elite Conviction | Low Flow | $726,405,157 (1.0%) | 9,807,009 | - |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | High Conviction | Moderate Flow | $656,475,373 (0.9%) | 8,862,905 | - |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $634,858,859 (0.9%) | 8,571,066 | 4.2% |
| SAVANT CAPITAL, LLC | High Conviction | Moderate Flow | $596,632,182 (0.8%) | 8,054,977 | 15.9% |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Elite Conviction | Low Flow | $593,040,966 (0.8%) | 8,006,493 | 4.8% |
| PURE FINANCIAL ADVISORS, LLC | High Conviction | Moderate Flow | $589,123,638 (0.8%) | 7,953,607 | 8.9% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $572,939,481 (0.8%) | 7,735,108 | 12.1% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $569,715,641 (0.8%) | 7,691,585 | 3.4% |
| ONEK FINANCIAL, INC. | High Conviction | Moderate Flow | $492,778,585 (0.7%) | 6,636,749 | 15.6% |
| UBS Group AG | Moderate Conviction | Market Mover | $460,412,898 (0.6%) | 6,215,916 | - |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $441,191,538 (0.6%) | 5,959,797 | 8.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $403,752,000 (0.6%) | 5,450,973 | -62.4% |
| STATE STREET CORP | High Conviction | Market Mover | $384,650,250 (0.5%) | 5,193,064 | 17.7% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $383,024,909 (0.5%) | 5,171,121 | - |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | High Conviction | Significant Flow | $343,453,177 (0.5%) | 4,636,873 | 2.1% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $306,906,300 (0.4%) | 4,188,369 | -35.8% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $301,559,721 (0.4%) | 4,071,280 | - |
| M&T BANK CORP | High Conviction | Significant Flow | $285,349,085 (0.4%) | 3,899,275 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $276,826,225 (0.4%) | 3,737,360 | 3.1% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $268,988,317 (0.4%) | 3,631,542 | - |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $265,200,769 (0.4%) | 3,580,407 | 5.8% |
| MIRACLE MILE ADVISORS, LLC | High Conviction | Moderate Flow | $224,601,116 (0.3%) | 3,032,282 | -10.8% |
| RETIREMENT SYSTEMS OF ALABAMA | High Conviction | Moderate Flow | $222,340,437 (0.3%) | 3,001,761 | - |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $206,257,715 (0.3%) | 2,784,632 | 10.2% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $206,140,179 (0.3%) | 2,783,045 | - |
| FIRST FINANCIAL BANKSHARES INC | High Conviction | Low Flow | $195,934,038 (0.3%) | 2,645,255 | - |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | High Conviction | Low Flow | $191,427,584 (0.3%) | 2,603,680 | 576.9% |
| ALESCO ADVISORS LLC | Elite Conviction | Low Flow | $188,442,853 (0.3%) | 2,544,118 | 11.8% |
| STAIRWAY PARTNERS, LLC | Elite Conviction | Minimal Flow | $185,168,424 (0.3%) | 2,499,911 | 15.8% |
| RIVERFRONT INVESTMENT GROUP, LLC | High Conviction | Moderate Flow | $176,043,105 (0.2%) | 2,376,713 | - |
| TIAA TRUST, NATIONAL ASSOCIATION | High Conviction | Moderate Flow | $171,717,448 (0.2%) | 2,318,306 | -7.9% |
| FOSTER GROUP, INC. | High Conviction | Low Flow | $171,295,379 (0.2%) | 2,312,615 | 4.0% |
| RSM US WEALTH MANAGEMENT LLC | High Conviction | Moderate Flow | $160,303,971 (0.2%) | 2,158,395 | 17.0% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $159,518,461 (0.2%) | 2,153,369 | -44.9% |
| OAKWORTH CAPITAL, INC. | High Conviction | Low Flow | $153,904,724 (0.2%) | 2,077,828 | 8.2% |
| VOYA FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $150,137,920 (0.2%) | 2,020,700 | 4.2% |
| MCMORGAN & CO LLC | Elite Conviction | Minimal Flow | $145,649,576 (0.2%) | 1,966,377 | - |
| RITHOLTZ WEALTH MANAGEMENT | High Conviction | Moderate Flow | $141,118,666 (0.2%) | 1,905,207 | 9.5% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | Elite Conviction | Low Flow | $139,217,000 (0.2%) | 1,879,532 | -3.4% |
| ALASKA PERMANENT CAPITAL MANAGEMENT | Elite Conviction | Minimal Flow | $139,110,862 (0.2%) | 1,877,846 | - |
| VESTMARK ADVISORY SOLUTIONS, INC. | High Conviction | Moderate Flow | $132,368,053 (0.2%) | 1,787,067 | 8.7% |
| PATRIOT INVESTMENT MANAGEMENT INC. | High Conviction | Low Flow | $131,926,765 (0.2%) | 1,781,109 | 4.0% |
| CAPSTONE FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $130,805,383 (0.2%) | 1,765,970 | - |
| WEALTHFRONT ADVISERS LLC | Elite Conviction | Moderate Flow | $129,893,448 (0.2%) | 1,753,658 | 4.7% |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $127,947,053 (0.2%) | 1,727,380 | 27.4% |
| VERUS FINANCIAL PARTNERS, INC. | Elite Conviction | Low Flow | $127,261,594 (0.2%) | 1,711,886 | 4.2% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $125,098,730 (0.2%) | 1,688,926 | 100,730.0% |
| MARINER, LLC | High Conviction | Market Mover | $124,743,605 (0.2%) | 1,684,074 | 4.8% |
| CHANDLER ASSET MANAGEMENT, INC. | Elite Conviction | Minimal Flow | $124,592,180 (0.2%) | 1,682,087 | - |
| APELLA CAPITAL, LLC | High Conviction | Moderate Flow | $122,496,054 (0.2%) | 1,653,788 | - |
| BOGART WEALTH, LLC | High Conviction | Low Flow | $119,471,253 (0.2%) | 1,612,951 | 3.3% |
| DIANA DAVIS SPENCER FOUNDATION | Elite Conviction | Minimal Flow | $119,111,967 (0.2%) | 1,608,100 | - |
| STRATOS WEALTH PARTNERS, LTD. | High Conviction | Moderate Flow | $116,043,883 (0.2%) | 1,566,678 | 3.1% |
| ORGEL WEALTH MANAGEMENT, LLC | Elite Conviction | Low Flow | $115,950,359 (0.2%) | 1,565,416 | 4.5% |
| GENTRUST, LLC | Elite Conviction | Low Flow | $115,709,027 (0.2%) | 1,562,158 | 11.0% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | High Conviction | Moderate Flow | $112,259,597 (0.2%) | 1,515,588 | 5.3% |
| EFFICIENT ADVISORS, LLC | High Conviction | Minimal Flow | $111,971,162 (0.2%) | 1,511,694 | - |
| WRIGHT FUND MANAGMENT, LLC | High Conviction | Low Flow | $111,616,083 (0.2%) | 1,506,900 | -20.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $106,919,228 (0.1%) | 1,441,348 | - |
| AMG NATIONAL TRUST BANK | High Conviction | Low Flow | $106,204,517 (0.1%) | 1,433,840 | - |
| TRAJAN WEALTH LLC | High Conviction | Low Flow | $105,361,732 (0.1%) | 1,422,462 | 17.4% |
| CORECAP ADVISORS, LLC | High Conviction | Moderate Flow | $104,035,496 (0.1%) | 1,404,556 | 5.2% |
| LUTZ FINANCIAL SERVICES LLC | High Conviction | Low Flow | $100,953,289 (0.1%) | 1,362,944 | 7.3% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | High Conviction | Moderate Flow | $98,083,210 (0.1%) | 1,324,196 | 2.6% |
| WSFS CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $96,217,862 (0.1%) | 1,299,013 | 2.8% |
| PATHSTONE HOLDINGS, LLC | High Conviction | Significant Flow | $96,055,817 (0.1%) | 1,296,825 | - |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $94,974,904 (0.1%) | 1,282,232 | 3.1% |
| BAKER AVENUE ASSET MANAGEMENT, LP | High Conviction | Moderate Flow | $94,937,422 (0.1%) | 1,281,726 | 5.6% |
| ALPS ADVISORS INC | High Conviction | Moderate Flow | $94,593,242 (0.1%) | 1,277,079 | 4.7% |
| PRUDENTIAL FINANCIAL INC | High Conviction | Significant Flow | $93,475,377 (0.1%) | 1,261,987 | -9.9% |
| ARMSTRONG ADVISORY GROUP, INC | High Conviction | Low Flow | $93,295,669 (0.1%) | 1,259,561 | 3.4% |
| BRICKTOWN CAPITAL, LLC | Elite Conviction | Minimal Flow | $86,445,245 (0.1%) | 1,167,075 | -27.4% |
| MERCER GLOBAL ADVISORS INC /ADV | High Conviction | Significant Flow | $86,389,676 (0.1%) | 1,166,330 | 4.9% |
| INTEGRATED WEALTH CONCEPTS LLC | Moderate Conviction | Moderate Flow | $85,481,433 (0.1%) | 1,154,063 | - |
| APCM WEALTH MANAGEMENT FOR INDIVIDUALS | Elite Conviction | Minimal Flow | $83,920,816 (0.1%) | 1,132,993 | 3.4% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $80,593,208 (0.1%) | 1,088,068 | 6.0% |
| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT | High Conviction | Low Flow | $80,532,978 (0.1%) | 1,087,255 | 6,151.4% |
| ALLGEN FINANCIAL ADVISORS, INC. | High Conviction | Minimal Flow | $80,433,381 (0.1%) | 1,085,910 | 6.1% |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $77,820,446 (0.1%) | 1,050,629 | 6.1% |
| ACROPOLIS INVESTMENT MANAGEMENT, LLC | Elite Conviction | Low Flow | $77,024,506 (0.1%) | 1,039,888 | -53.2% |
| FINANCIAL ENGINES ADVISORS L.L.C. | High Conviction | Moderate Flow | $76,744,371 (0.1%) | 1,036,106 | - |
| IWAMOTO, KONG & CO., INC. | Elite Conviction | Low Flow | $76,549,231 (0.1%) | 1,033,471 | - |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | High Conviction | Minimal Flow | $76,433,776 (0.1%) | 1,031,913 | - |
| COMERICA BANK | High Conviction | Significant Flow | $76,038,583 (0.1%) | 1,026,577 | 5.2% |
| MERIT FINANCIAL GROUP, LLC | High Conviction | Significant Flow | $75,244,456 (0.1%) | 1,015,856 | -51.2% |
| US BANCORP \DE\ | High Conviction | Significant Flow | $74,958,910 (0.1%) | 1,012,001 | 69.0% |
| ELM PARTNERS MANAGEMENT LLC | High Conviction | Low Flow | $73,475,396 (0.1%) | 991,972 | 73.2% |
| Partners in Financial Planning | High Conviction | Minimal Flow | $72,908,243 (0.1%) | 984,315 | - |
| HPM PARTNERS LLC | High Conviction | Market Mover | $72,300,330 (0.1%) | 976,109 | 16.0% |