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.
DFAX DIMENSIONAL WORLD EX U.S. CORE
common
CUSIP: 25434V880
FIGI: BBG012G2PC71
Institutional Holders657
Total Institutional Value$8,094,015,285
Total Shares Held250,988,144
Avg Position$12,319,658
Top 5 Holders %16.6%
Alpha-Weighted Score72.2
New Positions+35
Exited Positions-22
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| COLONY GROUP, LLC | High Conviction | Significant Flow | $349,404,075 (4.3%) | 10,675,346 | - |
| FIRST NATIONAL BANK NORTH DAKOTA | Elite Conviction | Low Flow | $276,001,159 (3.4%) | 8,432,666 | 5.0% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $264,033,211 (3.3%) | 8,067,009 | 4.0% |
| GEOMETRIC WEALTH ADVISORS | Elite Conviction | Minimal Flow | $240,512,092 (3.0%) | 7,348,368 | 5.1% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $214,706,876 (2.7%) | 6,559,941 | 2.6% |
| MONOGRAPH WEALTH ADVISORS, LLC | Elite Conviction | Low Flow | $198,369,193 (2.5%) | 6,060,776 | 5.9% |
| GREAT WATERS WEALTH MANAGEMENT | Elite Conviction | Minimal Flow | $158,655,588 (2.0%) | 4,847,406 | 11.4% |
| FACTORY MUTUAL INSURANCE CO | High Conviction | Moderate Flow | $157,321,000 (1.9%) | 4,806,630 | 4.3% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $133,569,922 (1.7%) | 4,080,963 | 88,256.8% |
| PLANCORP, LLC | High Conviction | Low Flow | $130,789,449 (1.6%) | 3,996,011 | 2.9% |
| Triune Financial Partners, LLC (CIK 0002040393) | Elite Conviction | Minimal Flow | $125,638,772 (1.6%) | 3,620,714 | 8.8% |
| JFS WEALTH ADVISORS, LLC | High Conviction | Low Flow | $124,044,683 (1.5%) | 3,789,938 | 4.8% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $121,355,000 (1.5%) | 3,707,781 | -63.2% |
| BUCKINGHAM STRATEGIC PARTNERS | High Conviction | Moderate Flow | $112,684,377 (1.4%) | 3,442,846 | 17.6% |
| COMERICA BANK | High Conviction | Significant Flow | $110,249,008 (1.4%) | 3,368,439 | 2.7% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $94,858,077 (1.2%) | 2,898,200 | 1,016.1% |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | High Conviction | Significant Flow | $94,636,987 (1.2%) | 2,891,445 | 3.8% |
| DAVIDSON D A & CO | High Conviction | Moderate Flow | $92,127,553 (1.1%) | 2,814,774 | 4.9% |
| PATHSTONE HOLDINGS, LLC | High Conviction | Significant Flow | $86,833,217 (1.1%) | 2,653,016 | - |
| PLANNING CENTER, INC. | Elite Conviction | Minimal Flow | $85,383,180 (1.1%) | 2,608,713 | -3.0% |
| GEOWEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $79,467,802 (1.0%) | 2,427,980 | 6.0% |
| CORE WEALTH MANAGEMENT, INC. | Elite Conviction | Minimal Flow | $78,516,331 (1.0%) | 2,398,910 | 3.4% |
| NEW CAPITAL MANAGEMENT LP | High Conviction | Minimal Flow | $76,982,149 (1.0%) | 2,352,036 | 5.0% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $76,302,684 (0.9%) | 2,331,276 | 51.8% |
| EVANSON ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $75,394,334 (0.9%) | 2,303,524 | 2.2% |
| MORTON CAPITAL MANAGEMENT LLC/CA | Elite Conviction | Minimal Flow | $74,759,888 (0.9%) | 2,284,140 | 7.8% |
| Tumwater Wealth Management, LLC (CIK 0002034579) | High Conviction | Minimal Flow | $72,969,244 (0.9%) | 2,229,430 | 7.1% |
| UBS Group AG | Moderate Conviction | Market Mover | $71,526,407 (0.9%) | 2,185,347 | 5.5% |
| GREENSPRING ADVISORS, LLC | Elite Conviction | Low Flow | $70,783,449 (0.9%) | 2,162,647 | 11.9% |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | High Conviction | Minimal Flow | $70,025,246 (0.9%) | 2,139,482 | 6.0% |
| CAPSTONE FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $68,434,782 (0.8%) | 2,090,889 | 4.2% |
| GLASSMAN WEALTH SERVICES | Elite Conviction | Minimal Flow | $64,246,521 (0.8%) | 1,962,925 | 7.5% |
| ASSET DEDICATION, LLC | High Conviction | Low Flow | $64,011,177 (0.8%) | 1,955,734 | - |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $63,904,324 (0.8%) | 1,952,469 | -41.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $60,513,081 (0.7%) | 1,235,321 | 2,374.4% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | High Conviction | Low Flow | $60,298,956 (0.7%) | 1,842,315 | 8.0% |
| BETTERWEALTH, LLC | Elite Conviction | Minimal Flow | $59,589,976 (0.7%) | 1,820,653 | 5.4% |
| CONFLUENCE WEALTH SERVICES, INC. | High Conviction | Low Flow | $58,122,779 (0.7%) | 1,775,826 | 9.2% |
| BAKER BOYER NATIONAL BANK | Elite Conviction | Minimal Flow | $56,286,108 (0.7%) | 1,719,710 | 6.3% |
| HFM Investment Advisors, LLC | High Conviction | Low Flow | $52,105,708 (0.6%) | 1,591,987 | 5.5% |
| TRELLIS WEALTH ADVISORS LLC | Elite Conviction | Minimal Flow | $52,031,314 (0.6%) | 1,589,713 | - |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | High Conviction | Low Flow | $50,297,542 (0.6%) | 1,536,741 | -55.2% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $48,248,621 (0.6%) | 1,436,826 | 3.7% |
| ALTIORA FINANCIAL GROUP, LLC | High Conviction | Minimal Flow | $46,963,086 (0.6%) | 1,434,864 | 3.6% |
| LRI INVESTMENTS, LLC | Elite Conviction | Low Flow | $46,750,714 (0.6%) | 1,428,375 | 8.0% |
| MASTER'S WEALTH MANAGEMENT INC. | High Conviction | Minimal Flow | $45,408,040 (0.6%) | 1,387,352 | 9.3% |
| Strathmore Capital Advisors, Inc. (CIK 0002021703) | High Conviction | Minimal Flow | $44,746,527 (0.6%) | 1,367,141 | 14.7% |
| N.E.W. ADVISORY SERVICES LLC | High Conviction | Low Flow | $43,426,637 (0.5%) | 1,326,814 | 7.1% |
| BLUESKY WEALTH ADVISORS, LLC | High Conviction | Minimal Flow | $43,118,684 (0.5%) | 1,317,406 | 4.9% |
| SHANKERVALLEAU WEALTH ADVISORS, INC. | Elite Conviction | Minimal Flow | $43,110,025 (0.5%) | 1,317,141 | 3.6% |
| FINANCIAL ENGINES ADVISORS L.L.C. | High Conviction | Moderate Flow | $42,289,694 (0.5%) | 1,292,077 | -2.1% |
| LARSONALLEN FINANCIAL, LLC | High Conviction | Low Flow | $40,641,695 (0.5%) | 1,241,726 | - |
| Babb Wealth Advisors LLC | High Conviction | Minimal Flow | $39,543,840 (0.5%) | 1,208,183 | 10.8% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $38,543,138 (0.5%) | 1,177,609 | 22.7% |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $38,376,509 (0.5%) | 1,172,518 | 5.5% |
| CARDIFF PARK ADVISORS, LLC | High Conviction | Low Flow | $38,213,874 (0.5%) | 1,167,549 | - |
| ONYX FINANCIAL ADVISORS, LLC | Elite Conviction | Minimal Flow | $38,108,941 (0.5%) | 1,164,343 | 5.8% |
| VANCE WEALTH, INC. | High Conviction | Minimal Flow | $37,016,801 (0.5%) | 1,130,975 | 6.5% |
| APELLA CAPITAL, LLC | High Conviction | Moderate Flow | $36,454,236 (0.5%) | 1,113,787 | - |
| FORUM FINANCIAL MANAGEMENT, LP | High Conviction | Moderate Flow | $35,775,063 (0.4%) | 1,093,036 | - |
| OHE FINANCIAL INC | High Conviction | Low Flow | $31,428,533 (0.4%) | 960,236 | 17.9% |
| RFG ADVISORY, LLC | High Conviction | Moderate Flow | $31,115,067 (0.4%) | 950,659 | -4.4% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $29,030,242 (0.4%) | 886,961 | 9.6% |
| MERIDIAN WEALTH PARTNERS, LLC | High Conviction | Minimal Flow | $28,962,454 (0.4%) | 884,890 | -2.4% |
| TCI WEALTH ADVISORS, INC. | High Conviction | Low Flow | $28,681,468 (0.4%) | 876,305 | - |
| SHEARWATER CAPITAL LLC | High Conviction | Minimal Flow | $27,968,453 (0.3%) | 854,520 | 4.9% |
| ACCREDITED INVESTOR SERVICES, LLC | High Conviction | Minimal Flow | $27,956,788 (0.3%) | 854,164 | 4.9% |
| RESOURCES INVESTMENT ADVISORS, LLC. | High Conviction | Moderate Flow | $27,946,991 (0.3%) | 853,865 | 2.7% |
| RWM ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $27,946,836 (0.3%) | 803,301 | 12.8% |
| SAVANT CAPITAL, LLC | High Conviction | Moderate Flow | $27,586,539 (0.3%) | 842,852 | 9.3% |
| Wolfstich Capital, LLC | High Conviction | Minimal Flow | $26,049,971 (0.3%) | 795,905 | 110.4% |
| Momentous Wealth Management, Inc. | High Conviction | Minimal Flow | $25,448,169 (0.3%) | 777,518 | 9.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $25,216,552 (0.3%) | 750,940 | 3.8% |
| SENSIBLE MONEY, LLC | High Conviction | Minimal Flow | $25,141,540 (0.3%) | 768,150 | - |
| KOCHIS FITZ/QUINTILE LLC | High Conviction | Low Flow | $23,817,686 (0.3%) | 727,702 | 3.0% |
| CONRAD SIEGEL INVESTMENT ADVISORS, INC. | High Conviction | Minimal Flow | $23,589,183 (0.3%) | 720,721 | 4.3% |
| GLASSY MOUNTAIN ADVISORS, INC. | High Conviction | Minimal Flow | $23,463,517 (0.3%) | 716,881 | 5.2% |
| MERCER GLOBAL ADVISORS INC /ADV | High Conviction | Significant Flow | $23,229,205 (0.3%) | 709,722 | - |
| MCCARTHY GRITTINGER FINANCIAL GROUP, LLC | Elite Conviction | Minimal Flow | $22,574,898 (0.3%) | 689,731 | 3.5% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | Elite Conviction | Minimal Flow | $22,389,002 (0.3%) | 684,051 | 10.1% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | High Conviction | Low Flow | $22,343,913 (0.3%) | 644,660 | 5.1% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $22,121,684 (0.3%) | 675,884 | - |
| BRIGHTON JONES LLC | High Conviction | Low Flow | $21,885,847 (0.3%) | 668,678 | 3.4% |
| LEGACY FINANCIAL GROUP, INC. | High Conviction | Minimal Flow | $21,156,738 (0.3%) | 646,402 | 6.7% |
| HTG INVESTMENT ADVISORS, INC. | High Conviction | Minimal Flow | $20,553,637 (0.3%) | 627,975 | 6.7% |
| IFG ADVISORY, LLC | High Conviction | Low Flow | $20,494,591 (0.3%) | 626,171 | 3.3% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $19,949,671 (0.2%) | 609,522 | -33.9% |
| SEQUOIA FINANCIAL ADVISORS, LLC | High Conviction | Moderate Flow | $19,910,432 (0.2%) | 608,324 | 3.0% |
| SYMMETRY PARTNERS, LLC | High Conviction | Low Flow | $19,816,629 (0.2%) | 605,458 | -7.4% |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $19,802,733 (0.2%) | 605,033 | 166.5% |
| CONQUIS FINANCIAL LLC | High Conviction | Minimal Flow | $19,542,952 (0.2%) | 597,096 | 13.8% |
| Vested Financial Planning, LLC | High Conviction | Minimal Flow | $18,144,832 (0.2%) | 554,379 | 4.5% |
| FARTHER FINANCE ADVISORS, LLC | High Conviction | Significant Flow | $18,042,842 (0.2%) | 551,263 | 78.6% |
| Tassel Capital Management, Inc. | Elite Conviction | Minimal Flow | $17,664,046 (0.2%) | 539,690 | 6.5% |
| GRUNDEN FINANCIAL ADVISORY, INC. | Elite Conviction | Minimal Flow | $17,401,888 (0.2%) | 531,680 | 5.3% |
| PROSPERITY PLANNING, INC. | High Conviction | Minimal Flow | $16,772,600 (0.2%) | 512,453 | - |
| GRAND WEALTH MANAGEMENT, LLC | Elite Conviction | Minimal Flow | $16,445,940 (0.2%) | 502,473 | 3.6% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $16,330,287 (0.2%) | 498,939 | 9.5% |
| RUEDI WEALTH MANAGEMENT, INC. | Elite Conviction | Minimal Flow | $16,242,156 (0.2%) | 496,247 | 2.3% |
| NORTH RIDGE WEALTH ADVISORS, INC. | High Conviction | Minimal Flow | $16,225,258 (0.2%) | 495,730 | 8.4% |