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.
VONG VANGUARD RUSSELL 1000 GROWTH
common
CUSIP: 92206C680
FIGI: BBG0016LBV85
Institutional Holders845
Total Institutional Value$21,115,552,171
Total Shares Held179,519,881
Avg Position$24,988,819
Top 5 Holders %47.9%
Alpha-Weighted Score63.4
New Positions+76
Exited Positions-52
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $6,240,406,042 (29.6%) | 51,255,902 | -23.4% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $1,243,245,876 (5.9%) | 10,211,465 | -2.0% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $1,054,079,426 (5.0%) | 8,657,734 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $995,208,455 (4.7%) | 8,174,197 | 7.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | High Conviction | Moderate Flow | $582,439,024 (2.8%) | 4,783,889 | - |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $514,990,283 (2.4%) | 4,229,899 | 7.3% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $483,985,194 (2.3%) | 3,975,571 | - |
| UBS Group AG | Moderate Conviction | Market Mover | $455,000,691 (2.2%) | 3,737,172 | -5.5% |
| SEQUOIA FINANCIAL ADVISORS, LLC | High Conviction | Moderate Flow | $431,625,339 (2.0%) | 3,545,177 | 12.6% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $425,066,179 (2.0%) | 3,491,303 | - |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $416,517,818 (2.0%) | 3,421,091 | -13.3% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $378,616,259 (1.8%) | 3,109,784 | 6.1% |
| Equitable Holdings, Inc. | High Conviction | Moderate Flow | $338,701,195 (1.6%) | 2,781,940 | -3.7% |
| SAGEVIEW ADVISORY GROUP, LLC | High Conviction | Moderate Flow | $246,855,299 (1.2%) | 2,027,559 | -2.8% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $241,577,082 (1.1%) | 1,984,206 | 92,193.8% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $236,270,355 (1.1%) | 1,940,619 | - |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $222,247,444 (1.1%) | 1,825,441 | - |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $187,819,101 (0.9%) | 1,542,662 | 9.5% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $171,418,954 (0.8%) | 1,408,011 | -42.1% |
| PRUDENTIAL FINANCIAL INC | High Conviction | Significant Flow | $143,878,835 (0.7%) | 1,172,129 | - |
| PATHSTONE HOLDINGS, LLC | High Conviction | Significant Flow | $139,883,771 (0.7%) | 1,148,943 | 19.5% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $133,280,000 (0.6%) | 1,094,697 | -52.5% |
| QUENT CAPITAL, LLC | High Conviction | Low Flow | $128,233,194 (0.6%) | 1,053,250 | - |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $123,378,163 (0.6%) | 1,013,373 | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | High Conviction | Moderate Flow | $116,426,720 (0.6%) | 956,277 | -16.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $111,888,004 (0.5%) | 918,998 | 2.6% |
| APOLLON WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $107,100,412 (0.5%) | 879,675 | - |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $105,122,327 (0.5%) | 863,428 | 10.3% |
| HPM PARTNERS LLC | High Conviction | Market Mover | $101,023,841 (0.5%) | 829,764 | 30.8% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $97,309,242 (0.5%) | 900,735 | 64.9% |
| AARON WEALTH ADVISORS LLC | High Conviction | Low Flow | $87,822,110 (0.4%) | 721,331 | 8.6% |
| COMERICA BANK | High Conviction | Significant Flow | $81,938,504 (0.4%) | 673,006 | - |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $81,276,196 (0.4%) | 667,565 | -57.4% |
| LPWM LLC | High Conviction | Minimal Flow | $80,320,083 (0.4%) | 659,713 | 3.5% |
| GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | High Conviction | Minimal Flow | $77,170,289 (0.4%) | 633,842 | - |
| WESTHILL FINANCIAL ADVISORS, INC. | Elite Conviction | Minimal Flow | $76,175,184 (0.4%) | 625,669 | - |
| SCS CAPITAL MANAGEMENT LLC | High Conviction | Moderate Flow | $75,657,850 (0.4%) | 621,420 | - |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $72,331,675 (0.3%) | 594,100 | 12,949.2% |
| FIFTH THIRD BANCORP | High Conviction | Significant Flow | $71,761,520 (0.3%) | 589,417 | -2.1% |
| WEALTHQUEST CORP | Elite Conviction | Low Flow | $70,891,811 (0.3%) | 582,273 | -5.7% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $70,558,630 (0.3%) | 579,537 | 8.9% |
| HARTLAND & CO., LLC | High Conviction | Moderate Flow | $66,830,824 (0.3%) | 548,919 | - |
| WALDRON, LP | High Conviction | Low Flow | $65,560,638 (0.3%) | 538,486 | - |
| NADLER FINANCIAL GROUP, INC. | High Conviction | Low Flow | $64,511,569 (0.3%) | 529,869 | - |
| HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | Elite Conviction | Minimal Flow | $63,200,704 (0.3%) | 519,106 | - |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $63,038,906 (0.3%) | 577,945 | - |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $62,180,117 (0.3%) | 510,720 | 6.0% |
| MODERA WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $59,970,674 (0.3%) | 492,572 | - |
| VALLEY WEALTH MANAGERS, INC. | High Conviction | Low Flow | $58,081,188 (0.3%) | 477,053 | 7.0% |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | High Conviction | Significant Flow | $55,453,716 (0.3%) | 455,472 | -6.2% |
| CRESSET ASSET MANAGEMENT, LLC | High Conviction | Significant Flow | $52,797,185 (0.3%) | 433,652 | 2,831.2% |
| SNOWDEN CAPITAL ADVISORS LLC | High Conviction | Moderate Flow | $52,314,019 (0.2%) | 429,683 | 5.6% |
| MARINER, LLC | High Conviction | Market Mover | $51,429,098 (0.2%) | 422,415 | -7.0% |
| LVW ADVISORS, LLC | High Conviction | Low Flow | $50,237,302 (0.2%) | 412,627 | -7.8% |
| CITIZENS & NORTHERN CORP | High Conviction | Minimal Flow | $44,769,423 (0.2%) | 367,716 | -6.4% |
| STEPHENS INC /AR/ | High Conviction | Moderate Flow | $44,429,426 (0.2%) | 364,923 | - |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $44,411,995 (0.2%) | 364,780 | -2.0% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $44,398,981 (0.2%) | 364,671 | 23.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $44,051,830 (0.2%) | 359,871 | - |
| COMMERCE BANK | High Conviction | Significant Flow | $43,761,575 (0.2%) | 359,438 | -6.5% |
| LIDO ADVISORS, LLC | High Conviction | Significant Flow | $43,478,025 (0.2%) | 357,676 | -4.4% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $43,138,349 (0.2%) | 354,319 | 3.7% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $42,153,485 (0.2%) | 346,230 | 9.6% |
| PARKSIDE FINANCIAL BANK & TRUST | High Conviction | Moderate Flow | $41,279,115 (0.2%) | 339,048 | - |
| Wealthspire Retirement, LLC | High Conviction | Low Flow | $40,123,956 (0.2%) | 329,560 | 15.5% |
| PACIFIC LIFE FUND ADVISORS LLC | Elite Conviction | Minimal Flow | $39,272,167 (0.2%) | 322,564 | -2.7% |
| STEELE CAPITAL MANAGEMENT, INC. | Elite Conviction | Minimal Flow | $36,713,686 (0.2%) | 301,550 | - |
| WINDWARD PRIVATE WEALTH MANAGEMENT INC. | High Conviction | Minimal Flow | $35,649,252 (0.2%) | 292,807 | -4.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | High Conviction | Moderate Flow | $35,273,937 (0.2%) | 289,724 | 2.4% |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $35,084,941 (0.2%) | 288,172 | - |
| DAVIDSON D A & CO | High Conviction | Moderate Flow | $34,283,364 (0.2%) | 281,588 | 7.9% |
| M&T BANK CORP | High Conviction | Significant Flow | $33,522,838 (0.2%) | 273,877 | 94.3% |
| APELLA CAPITAL, LLC | High Conviction | Moderate Flow | $33,320,100 (0.2%) | 273,676 | 20.9% |
| FIRST NATIONAL BANK OF OMAHA | High Conviction | Moderate Flow | $32,949,659 (0.2%) | 268,429 | NEW |
| ALLIANCE WEALTH ADVISORS, LLC /UT | High Conviction | Low Flow | $32,300,275 (0.2%) | 265,300 | 1,557.0% |
| MidWestOne Financial Group, Inc. | High Conviction | Low Flow | $32,149,549 (0.2%) | 264,062 | 2.1% |
| Atlantic Union Bankshares Corp | High Conviction | Moderate Flow | $31,276,342 (0.1%) | 256,890 | 13.8% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $30,204,958 (0.1%) | 248,090 | 2.2% |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $29,609,060 (0.1%) | 243,195 | 39.9% |
| TD PRIVATE CLIENT WEALTH LLC | High Conviction | Moderate Flow | $29,299,381 (0.1%) | 240,652 | 17.6% |
| TOLLESON WEALTH MANAGEMENT, INC. | High Conviction | Minimal Flow | $28,004,326 (0.1%) | 230,015 | - |
| HIGHLAND FINANCIAL ADVISORS, LLC | High Conviction | Minimal Flow | $27,754,383 (0.1%) | 227,962 | - |
| CIBC PRIVATE WEALTH GROUP, LLC | High Conviction | Significant Flow | $27,393,506 (0.1%) | 224,998 | 2,076.0% |
| FAITHSHARES ADVISORS LLC | Moderate Conviction | Significant Flow | $27,223,300 (0.1%) | 223,600 | 11.2% |
| CONDOR CAPITAL MANAGEMENT | High Conviction | Low Flow | $26,578,178 (0.1%) | 218,301 | - |
| IEQ CAPITAL, LLC | High Conviction | Significant Flow | $25,862,120 (0.1%) | 212,420 | -6.5% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Elite Conviction | Low Flow | $25,357,360 (0.1%) | 208,274 | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $25,008,329 (0.1%) | 205,495 | 2.4% |
| BERNARDO WEALTH PLANNING LLC | High Conviction | Minimal Flow | $24,586,711 (0.1%) | 201,944 | - |
| WEALTH DIMENSIONS GROUP, LTD. | High Conviction | Minimal Flow | $24,344,873 (0.1%) | 199,958 | - |
| PERKINS COIE TRUST CO | High Conviction | Low Flow | $24,201,838 (0.1%) | 198,784 | -2.2% |
| ARROWROOT FAMILY OFFICE, LLC | High Conviction | Minimal Flow | $23,551,372 (0.1%) | 193,440 | 8.8% |
| GLOBAL RETIREMENT PARTNERS, LLC | High Conviction | Moderate Flow | $23,506,004 (0.1%) | 193,068 | 39.8% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $21,648,446 (0.1%) | 177,810 | -3.0% |
| YARGER WEALTH STRATEGIES, LLC | High Conviction | Minimal Flow | $21,309,031 (0.1%) | 175,023 | 5.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | High Conviction | Moderate Flow | $21,149,753 (0.1%) | 173,715 | 7.0% |
| ONE CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $20,777,385 (0.1%) | 170,656 | 20.3% |
| HB WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $20,615,781 (0.1%) | 169,328 | - |
| RITTENHOUSE TRUST CO | High Conviction | Moderate Flow | $20,061,722 (0.1%) | 164,778 | 21.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | High Conviction | Significant Flow | $19,612,361 (0.1%) | 161,087 | -9.0% |