αAlphaSMO

Institutions Starting with "F" (635 funds)

635 institutions currently have names starting with "F", ranked below by AUM.

FL

FMR LLC

Total reported value

$1.9T

13,282 stks

2026-03-31

Concentration7.2
Portfolio Stability21.3
Sector conviction71.7
View detail
FR

Franklin Resources INC

Total reported value

$408.3B

14,782 stks

2026-03-31

Concentration3.7
Portfolio Stability24.2
Sector conviction39.7
View detail
FA

Fisher Asset Management, LLC

Total reported value

$294.9B

1,016 stks

2026-03-31

Concentration7.2
Portfolio Stability19.6
Sector conviction46.6
View detail
FT

First Trust Advisors LP

Total reported value

$140.0B

2,882 stks

2026-03-31

Concentration1.2
Portfolio Stability31.4
Sector conviction49.2
View detail
FL

FIL Ltd

Total reported value

$128.7B

1,826 stks

2026-03-31

Concentration3.2
Portfolio Stability31.6
Sector conviction43.5
View detail
FP

Focus Partners Wealth

Total reported value

$89.9B

2,644 stks

2026-03-31

Concentration2.8
Portfolio Stability15.1
Sector conviction49.9
View detail
FH

Federated Hermes, INC.

Total reported value

$61.5B

3,984 stks

2026-03-31

Concentration2.3
Portfolio Stability36.1
Sector conviction37.3
View detail
FE

First Eagle Investment Management, LLC

Total reported value

$59.0B

602 stks

2026-03-31

Concentration6.9
Portfolio Stability22.4
Sector conviction38.0
View detail
FT

Fifth Third Bancorp

Total reported value

$54.7B

4,303 stks

2026-03-31

Concentration4.7
Portfolio Stability55.0
Sector conviction47.7
View detail
FE

Financial Engines Advisors L.L.C.

Total reported value

$49.2B

530 stks

2026-03-31

Concentration17.6
Portfolio Stability7.7
Sector conviction53.1
View detail
FS

Fayez Sarofim & Co

Total reported value

$39.1B

536 stks

2026-03-31

Concentration13.3
Portfolio Stability15.8
Sector conviction50.5
View detail
FM

First Manhattan Co. LLC.

Total reported value

$36.1B

753 stks

2026-03-31

Concentration35.5
Portfolio Stability16.3
Sector conviction55.5
View detail
F&

Fuller & Thaler Asset Management, INC.

Total reported value

$29.7B

497 stks

2026-03-31

Concentration2.3
Portfolio Stability34.6
Sector conviction43.3
View detail
FC

Fiera Capital Corp

Total reported value

$29.2B

684 stks

2026-03-31

Concentration7.7
Portfolio Stability22.2
Sector conviction47.4
View detail
FD

Federation des caisses Desjardins du Quebec

Total reported value

$27.8B

6,218 stks

2026-03-31

Concentration5.8
Portfolio Stability20.4
Sector conviction51.4
View detail
FA

Fred Alger Management, LLC

Total reported value

$22.8B

525 stks

2026-03-31

Concentration16.8
Portfolio Stability32.2
Sector conviction81.0
View detail
FV

Flossbach Von Storch Se

Total reported value

$21.4B

109 stks

2026-03-31

Concentration13.7
Portfolio Stability21.7
Sector conviction53.9
View detail
FA

Fjarde Ap-fonden /fourth Swedish National Pension Fund

Total reported value

$18.3B

538 stks

2026-03-31

Concentration6.3
Portfolio Stability44.1
Sector conviction67.1
View detail
FW

Fort Washington Investment Advisors INC /oh/

Total reported value

$18.1B

450 stks

2026-03-31

Concentration5.5
Portfolio Stability15.5
Sector conviction57.4
View detail
FC

Farallon Capital Management LLC

Total reported value

$17.5B

172 stks

2026-03-31

Concentration14.4
Portfolio Stability100.0
Sector conviction91.6
View detail
FC

First Command Advisory Services, Inc.

Total reported value

$14.8B

1,332 stks

2026-03-31

Concentration72.1
Portfolio Stability14.7
Sector conviction42.1
View detail
FG

Freestone Grove Partners LP

Total reported value

$14.2B

962 stks

2026-03-31

Concentration3.7
Portfolio Stability100.0
Sector conviction38.4
View detail
FE

Fundsmith Equity Fund, L.P.

Total reported value

$13.4B

17 stks

2018-06-30

Concentration26.9
Portfolio Stability0.0
Sector conviction57.6
View detail
Fundsmith LLP

Fundsmith LLP

Total reported value

$12.8B

34 stks

2026-03-31

Concentration24.2
Portfolio Stability30.4
Sector conviction60.3
View detail
FF

Farther Finance Advisors, LLC

Total reported value

$10.6B

5,767 stks

2026-03-31

Concentration3.2
Portfolio Stability23.6
Sector conviction52.0
View detail
FP

Focus Partners Advisor Solutions, LLC

Total reported value

$9.9B

1,249 stks

2026-03-31

Concentration10.6
Portfolio Stability26.9
Sector conviction48.6
View detail
FC

Frontier Capital Management Co LLC

Total reported value

$9.7B

291 stks

2026-03-31

Concentration2.7
Portfolio Stability39.9
Sector conviction46.6
View detail
FM

Factory Mutual Insurance Co

Total reported value

$8.9B

196 stks

2026-03-31

Concentration7.3
Portfolio Stability24.1
Sector conviction56.3
View detail
FA

Fjarde AP-fonden (The Fourth Swedish National Pensionfund)

Total reported value

$8.9B

539 stks

2024-06-30

Concentration6.9
Portfolio Stability0.0
Sector conviction56.8
View detail
FT

Fiduciary Trust Co

Total reported value

$8.5B

1,564 stks

2026-03-31

Concentration12.2
Portfolio Stability11.4
Sector conviction48.8
View detail
FI

Foundations Investment Advisors, LLC

Total reported value

$8.1B

1,616 stks

2026-03-31

Concentration3.5
Portfolio Stability25.8
Sector conviction53.6
View detail
FM

Fiduciary Management INC /wi/

Total reported value

$8.1B

62 stks

2026-03-31

Concentration9.1
Portfolio Stability27.7
Sector conviction66.0
View detail
FW

Frontier Wealth Management LLC

Total reported value

$8.0B

399 stks

2022-06-30

Concentration100.0
Portfolio Stability0.0
Sector conviction38.8
View detail
FA

F&C Asset Management plc

Total reported value

$7.9B

732 stks

2014-03-31

Concentration2.3
Portfolio Stability24.6
Sector conviction42.3
View detail
FW

Ferguson Wellman Capital Management, INC

Total reported value

$7.3B

515 stks

2026-03-31

Concentration8.3
Portfolio Stability39.0
Sector conviction45.7
View detail
FP

Findlay Park Partners LLP

Total reported value

$7.2B

56 stks

2026-03-31

Concentration9.0
Portfolio Stability46.4
Sector conviction51.5
View detail
FP

First Pacific Advisors, LP

Total reported value

$7.1B

86 stks

2026-03-31

Concentration14.9
Portfolio Stability25.1
Sector conviction47.9
View detail
FF

Forum Financial Management, LP

Total reported value

$7.1B

398 stks

2026-03-31

Concentration41.3
Portfolio Stability13.4
Sector conviction69.9
View detail
FI

Flputnam Investment Management Co

Total reported value

$6.7B

569 stks

2026-03-31

Concentration11.4
Portfolio Stability21.1
Sector conviction58.9
View detail
FC

First Citizens Bank & Trust Co

Total reported value

$6.7B

925 stks

2026-06-30

Concentration17.4
Portfolio Stability44.6
Sector conviction53.3
View detail
FS

Farmer Steven Patrick

Total reported value

$6.4B

369 stks

2022-06-30

Concentration5.3
Portfolio Stability0.0
Sector conviction40.3
View detail
FW

Facet Wealth, Inc.

Total reported value

$5.8B

349 stks

2026-03-31

Concentration27.4
Portfolio Stability6.5
Sector conviction72.1
View detail
FO

Folketrygdfondet

Total reported value

$5.6B

11 stks

2026-03-31

Concentration100.0
Portfolio Stability34.4
Sector conviction100.0
View detail
FM

Forvis Mazars Wealth Advisors, LLC

Total reported value

$5.3B

399 stks

2026-03-31

Concentration44.9
Portfolio Stability6.2
Sector conviction49.1
View detail
FI

Foresters Investment Management Company, Inc.

Total reported value

$5.0B

295 stks

2019-09-30

Concentration2.4
Portfolio Stability16.8
Sector conviction42.9
View detail
FF

First Financial Bankshares Inc

Total reported value

$5.0B

201 stks

2026-03-31

Concentration9.0
Portfolio Stability15.7
Sector conviction41.7
View detail
FC

Freemont Capital Pte Ltd

Total reported value

$4.9B

4 stks

2026-03-31

Concentration100.0
Portfolio Stability11.3
Sector conviction100.0
View detail
FA

Fenimore Asset Management INC

Total reported value

$4.8B

92 stks

2026-06-30

Concentration10.5
Portfolio Stability15.7
Sector conviction62.3
View detail
FI

Fundsmith Investment Services LTD.

Total reported value

$4.4B

24 stks

2026-03-31

Concentration25.6
Portfolio Stability23.2
Sector conviction60.0
View detail
FL

Frazier Life Sciences Management, L.P.

Total reported value

$3.9B

38 stks

2026-03-31

Concentration33.0
Portfolio Stability31.5
Sector conviction100.0
View detail
FH

First Horizon Advisors, Inc.

Total reported value

$3.8B

4,799 stks

2025-06-30

Concentration3.6
Portfolio Stability0.0
Sector conviction52.3
View detail
FG

Foster Group, Inc.

Total reported value

$3.8B

318 stks

2026-06-30

Concentration17.1
Portfolio Stability12.0
Sector conviction62.7
View detail
F&

Farmers & Merchants Investments INC

Total reported value

$3.6B

1,760 stks

2026-03-31

Concentration8.2
Portfolio Stability9.1
Sector conviction54.6
View detail
FT

Florida Trust Wealth Management Co

Total reported value

$3.6B

725 stks

2026-03-31

Concentration5.8
Portfolio Stability14.9
Sector conviction43.2
View detail
FP

Fort Pitt Capital Group, LLC

Total reported value

$3.6B

127 stks

2024-09-30

Concentration12.0
Portfolio Stability0.0
Sector conviction53.6
View detail
FF

Fisher Funds Management LTD

Total reported value

$3.4B

169 stks

2026-03-31

Concentration6.6
Portfolio Stability30.6
Sector conviction58.2
View detail
FC

Freestone Capital Holdings, LLC

Total reported value

$3.3B

571 stks

2026-03-31

Concentration13.8
Portfolio Stability14.4
Sector conviction61.9
View detail
FB

Fulton Bank, N.a.

Total reported value

$3.3B

963 stks

2026-06-30

Concentration5.9
Portfolio Stability18.4
Sector conviction55.8
View detail
FE

Fund Evaluation Group, LLC

Total reported value

$3.3B

73 stks

2026-03-31

Concentration62.8
Portfolio Stability10.9
Sector conviction100.0
View detail
FN

First National Bank Of Omaha

Total reported value

$3.2B

852 stks

2026-03-31

Concentration3.9
Portfolio Stability18.6
Sector conviction39.1
View detail
FC

Flinton Capital Management LLC

Total reported value

$3.2B

890 stks

2019-09-30

Concentration6.8
Portfolio Stability20.5
Sector conviction71.1
View detail
FN

FineMark National Bank & Trust

Total reported value

$3.2B

515 stks

2025-12-31

Concentration7.3
Portfolio Stability13.1
Sector conviction55.6
View detail
FI

Focused Investors Fund L P

Total reported value

$3.2B

23 stks

2024-03-31

Concentration19.3
Portfolio Stability0.0
Sector conviction55.0
View detail
FA

Foxhaven Asset Management, LP

Total reported value

$3.2B

14 stks

2026-03-31

Concentration37.3
Portfolio Stability35.0
Sector conviction100.0
View detail
FT

Flow Traders U.s. LLC

Total reported value

$3.2B

985 stks

2026-03-31

Concentration7.3
Portfolio Stability100.0
Sector conviction97.4
View detail
FI

Focused Investors LLC

Total reported value

$3.1B

22 stks

2026-03-31

Concentration20.4
Portfolio Stability11.6
Sector conviction54.1
View detail
FA

First Allied Advisory Services, Inc.

Total reported value

$3.0B

1,181 stks

2020-09-30

Concentration3.2
Portfolio Stability22.9
Sector conviction60.5
View detail
FT

Fifth Third Wealth Advisors LLC

Total reported value

$3.0B

812 stks

2026-03-31

Concentration10.2
Portfolio Stability15.9
Sector conviction61.0
View detail
FN

First National Trust Co

Total reported value

$2.9B

630 stks

2026-03-31

Concentration6.0
Portfolio Stability15.9
Sector conviction46.2
View detail
F-

Fideuram - Intesa Sanpaolo Private Banking S.p.a.

Total reported value

$2.8B

462 stks

2026-03-31

Concentration5.3
Portfolio Stability42.8
Sector conviction86.5
View detail
FF

Focus Financial Network, Inc.

Total reported value

$2.8B

729 stks

2026-03-31

Concentration8.2
Portfolio Stability18.1
Sector conviction94.1
View detail
FN

Fidelity National Financial, Inc.

Total reported value

$2.7B

21 stks

2026-03-31

Concentration100.0
Portfolio Stability24.9
Sector conviction100.0
View detail
FF

Focus Financial Network INC /adv

Total reported value

$2.7B

710 stks

2023-12-31

Concentration5.6
Portfolio Stability0.0
Sector conviction58.4
View detail
FM

First Merchants CORP

Total reported value

$2.6B

501 stks

2026-03-31

Concentration6.8
Portfolio Stability10.7
Sector conviction54.5
View detail
FS

Feinberg Stephen

Total reported value

$2.6B

5 stks

2020-09-30

Concentration100.0
Portfolio Stability16.6
Sector conviction0.0
View detail
FF

First Foundation Advisors

Total reported value

$2.5B

574 stks

2026-03-31

Concentration16.1
Portfolio Stability15.4
Sector conviction86.5
View detail
FH

First Horizon CORP

Total reported value

$2.4B

2,094 stks

2026-03-31

Concentration3.8
Portfolio Stability17.6
Sector conviction51.7
View detail
FB

First Beijing Investment Ltd

Total reported value

$2.3B

12 stks

2026-03-31

Concentration100.0
Portfolio Stability21.4
Sector conviction100.0
View detail
FH

Flagship Harbor Advisors, LLC

Total reported value

$2.3B

732 stks

2026-03-31

Concentration4.4
Portfolio Stability27.2
Sector conviction60.3
View detail
FW

First Western Trust Bank

Total reported value

$2.0B

280 stks

2026-03-31

Concentration100.0
Portfolio Stability18.3
Sector conviction100.0
View detail
FC

Finepoint Capital LP

Total reported value

$2.0B

9 stks

2026-03-31

Concentration97.8
Portfolio Stability91.4
Sector conviction100.0
View detail
FF

Fairfax Financial Holdings Ltd/ Can

Total reported value

$1.9B

29 stks

2026-03-31

Concentration47.5
Portfolio Stability33.8
Sector conviction76.3
View detail
F&

Foster & Motley INC

Total reported value

$1.9B

395 stks

2026-03-31

Concentration6.0
Portfolio Stability11.8
Sector conviction64.7
View detail
FT

First Trust Capital Management L.P.

Total reported value

$1.9B

197 stks

2026-03-31

Concentration9.6
Portfolio Stability100.0
Sector conviction61.6
View detail
FP

Foundry Partners, LLC

Total reported value

$1.9B

259 stks

2025-03-31

Concentration3.4
Portfolio Stability100.0
Sector conviction60.8
View detail
FF

Fragasso Financial Advisors Inc

Total reported value

$1.9B

362 stks

2026-06-30

Concentration22.1
Portfolio Stability14.2
Sector conviction82.3
View detail
FC

Fairview Capital Investment Management, LLC

Total reported value

$1.8B

190 stks

2026-03-31

Concentration13.1
Portfolio Stability23.5
Sector conviction41.2
View detail
FS

Full Sail Capital, LLC

Total reported value

$1.8B

391 stks

2025-09-30

Concentration9.5
Portfolio Stability17.3
Sector conviction78.2
View detail
FS

Franklin Street Advisors INC /nc

Total reported value

$1.8B

176 stks

2026-06-30

Concentration11.6
Portfolio Stability24.1
Sector conviction59.5
View detail
FA

First American Bank

Total reported value

$1.8B

300 stks

2026-06-30

Concentration12.1
Portfolio Stability19.5
Sector conviction57.1
View detail
FI

First Interstate Bank

Total reported value

$1.8B

296 stks

2026-03-31

Concentration19.1
Portfolio Stability11.1
Sector conviction53.3
View detail
FF

Founders Financial Securities LLC

Total reported value

$1.8B

530 stks

2026-03-31

Concentration5.5
Portfolio Stability23.5
Sector conviction62.1
View detail
FT

Fifth Third Securities, INC.

Total reported value

$1.8B

360 stks

2026-06-30

Concentration5.3
Portfolio Stability17.4
Sector conviction0.0
View detail
FV

Foster Victor Wealth Advisors, LLC

Total reported value

$1.7B

243 stks

2026-03-31

Concentration4.6
Portfolio Stability25.6
Sector conviction48.8
View detail
FD

Financiere des Professionnels - Fonds d'investissement inc.

Total reported value

$1.7B

428 stks

2026-03-31

Concentration8.8
Portfolio Stability75.1
Sector conviction55.0
View detail
FA

Forest Avenue Capital Management LP

Total reported value

$1.7B

26 stks

2026-03-31

Concentration22.9
Portfolio Stability73.7
Sector conviction87.3
View detail
FA

Fiduciary Alliance LLC

Total reported value

$1.7B

547 stks

2026-03-31

Concentration3.6
Portfolio Stability27.6
Sector conviction60.0
View detail
FA

Fenimore Asset Management Trust

Total reported value

$1.7B

101 stks

2013-09-30

Concentration9.4
Portfolio Stability0.0
Sector conviction100.0
View detail
FI

Frontier Investment Mgmt Co

Total reported value

$1.6B

278 stks

2020-06-30

Concentration9.4
Portfolio Stability25.7
Sector conviction55.2
View detail
FW

Falcon Wealth Planning

Total reported value

$1.6B

248 stks

2026-06-30

Concentration18.2
Portfolio Stability19.2
Sector conviction92.0
View detail
FD

Foster Dykema Cabot & Partners, LLC

Total reported value

$1.6B

323 stks

2026-03-31

Concentration33.1
Portfolio Stability8.1
Sector conviction53.8
View detail
FC

Fernbridge Capital Management LP

Total reported value

$1.6B

17 stks

2026-03-31

Concentration45.3
Portfolio Stability59.3
Sector conviction100.0
View detail
FW

FAS Wealth Partners, Inc.

Total reported value

$1.5B

513 stks

2025-12-31

Concentration7.3
Portfolio Stability8.7
Sector conviction60.3
View detail
FI

F-Squared Investment Management, LLC

Total reported value

$1.5B

25 stks

2015-06-30

Concentration31.7
Portfolio Stability100.0
Sector conviction0.0
View detail
FH

First Heartland Consultants, Inc.

Total reported value

$1.5B

589 stks

2026-06-30

Concentration4.2
Portfolio Stability24.5
Sector conviction56.3
View detail
FM

Farr Miller & Washington Llc/dc

Total reported value

$1.5B

187 stks

2021-09-30

Concentration10.9
Portfolio Stability0.0
Sector conviction47.7
View detail
FI

FJ Investments, LLC

Total reported value

$1.5B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability6.6
Sector conviction100.0
View detail
FB

Fulton Breakefield Broenniman LLC

Total reported value

$1.5B

200 stks

2026-03-31

Concentration12.2
Portfolio Stability19.3
Sector conviction70.5
View detail
FM

Fiduciary Management Associates LLC

Total reported value

$1.5B

172 stks

2016-03-31

Concentration5.7
Portfolio Stability58.8
Sector conviction100.0
View detail
FM

FUKOKU MUTUAL LIFE INSURANCE Co

Total reported value

$1.5B

235 stks

2026-03-31

Concentration13.6
Portfolio Stability14.0
Sector conviction81.3
View detail
FR

Frank, Rimerman Advisors LLC

Total reported value

$1.5B

590 stks

2026-03-31

Concentration7.7
Portfolio Stability16.6
Sector conviction72.8
View detail
FC

Fairholme Capital Management LLC

Total reported value

$1.5B

10 stks

2026-03-31

Concentration100.0
Portfolio Stability7.6
Sector conviction100.0
View detail
FI

F/m Investments LLC

Total reported value

$1.5B

333 stks

2026-03-31

Concentration8.7
Portfolio Stability78.1
Sector conviction51.0
View detail
FA

First American Trust, FSB

Total reported value

$1.5B

465 stks

2026-03-31

Concentration5.8
Portfolio Stability28.3
Sector conviction51.0
View detail
FC

Fidelis Capital Partners, LLC

Total reported value

$1.4B

504 stks

2026-03-31

Concentration5.6
Portfolio Stability15.2
Sector conviction50.7
View detail
FF

First Financial Bank - Trust Division

Total reported value

$1.4B

411 stks

2026-06-30

Concentration11.2
Portfolio Stability16.9
Sector conviction47.7
View detail
FF

Fairmount Funds Management LLC

Total reported value

$1.4B

12 stks

2026-03-31

Concentration49.3
Portfolio Stability72.5
Sector conviction0.0
View detail
FC

FORA Capital, LLC

Total reported value

$1.4B

413 stks

2026-03-31

Concentration3.0
Portfolio Stability100.0
Sector conviction44.4
View detail
FF

Fusion Family Wealth, LLC

Total reported value

$1.3B

47 stks

2026-03-31

Concentration36.7
Portfolio Stability3.6
Sector conviction82.8
View detail
FB

Fort Baker Capital Management LP

Total reported value

$1.3B

121 stks

2026-03-31

Concentration20.0
Portfolio Stability100.0
Sector conviction100.0
View detail
FF

Fullerton Fund Management Co Ltd.

Total reported value

$1.2B

125 stks

2026-03-31

Concentration24.7
Portfolio Stability92.4
Sector conviction57.9
View detail
FB

FirstMerit Bank N A Trustee

Total reported value

$1.2B

537 stks

2016-06-30

Concentration6.3
Portfolio Stability8.8
Sector conviction44.5
View detail
FL

First Long Island Investors, LLC

Total reported value

$1.2B

70 stks

2026-03-31

Concentration10.8
Portfolio Stability24.8
Sector conviction54.0
View detail
FC

FountainVest China Capital Partners GP3 Ltd.

Total reported value

$1.2B

2 stks

2026-03-31

Concentration100.0
Portfolio Stability14.6
Sector conviction100.0
View detail
FJ

Forbes J M & Co LLP

Total reported value

$1.2B

153 stks

2026-03-31

Concentration11.1
Portfolio Stability14.0
Sector conviction69.1
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FG

Fiduciary Group, LLC

Total reported value

$1.2B

297 stks

2026-03-31

Concentration6.5
Portfolio Stability12.3
Sector conviction43.4
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FP

Flagship Pioneering, LLC

Total reported value

$1.2B

7 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
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FF

FourThought Financial Partners, LLC

Total reported value

$1.2B

384 stks

2026-03-31

Concentration5.4
Portfolio Stability23.9
Sector conviction47.6
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FB

First Business Financial Services, Inc.

Total reported value

$1.1B

192 stks

2026-03-31

Concentration34.5
Portfolio Stability8.4
Sector conviction58.8
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FJ

Fishman Jay A Ltd/mi

Total reported value

$1.1B

76 stks

2026-03-31

Concentration30.2
Portfolio Stability17.4
Sector conviction67.0
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FN

Folger Nolan Fleming Douglas Capital Management, INC

Total reported value

$1.1B

175 stks

2026-03-31

Concentration12.9
Portfolio Stability29.6
Sector conviction43.0
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FL

First Light Asset Management, LLC

Total reported value

$1.1B

35 stks

2026-03-31

Concentration20.8
Portfolio Stability50.9
Sector conviction100.0
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FC

First Command Bank

Total reported value

$1.1B

417 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
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FC

First Command Financial Services, Inc.

Total reported value

$1.1B

417 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
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FM

Financial Management Professionals, Inc.

Total reported value

$1.1B

1,055 stks

2026-06-30

Concentration17.0
Portfolio Stability28.3
Sector conviction56.4
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FS

Financial Synergies Wealth Advisors, Inc.

Total reported value

$1.0B

131 stks

2026-03-31

Concentration28.0
Portfolio Stability7.3
Sector conviction70.6
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FF

Forge Financial Services LLC

Total reported value

$987.3M

31 stks

2026-03-31

Concentration70.7
Portfolio Stability100.0
Sector conviction68.7
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FC

Fortis Capital Management LLC

Total reported value

$976.9M

211 stks

2026-03-31

Concentration31.9
Portfolio Stability50.4
Sector conviction100.0
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FW

Focused Wealth Management, Inc

Total reported value

$964.2M

228 stks

2026-03-31

Concentration26.2
Portfolio Stability15.1
Sector conviction59.5
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FW

FSM Wealth Advisors, LLC

Total reported value

$939.0M

352 stks

2026-06-30

Concentration10.3
Portfolio Stability21.3
Sector conviction61.7
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FP

Financial Plan, Inc.

Total reported value

$932.9M

94 stks

2026-03-31

Concentration31.6
Portfolio Stability9.3
Sector conviction100.0
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FC

Forte Capital LLC /adv

Total reported value

$930.3M

239 stks

2025-06-30

Concentration7.6
Portfolio Stability0.0
Sector conviction81.3
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FF

Flat Footed LLC

Total reported value

$920.4M

39 stks

2026-03-31

Concentration39.0
Portfolio Stability86.5
Sector conviction89.7
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FW

FORM Wealth Advisors, LLC

Total reported value

$909.3M

61 stks

2026-06-30

Concentration54.6
Portfolio Stability26.4
Sector conviction46.6
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FT

First Turn Management, LLC

Total reported value

$895.1M

33 stks

2026-03-31

Concentration15.2
Portfolio Stability42.4
Sector conviction100.0
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FA

First Ascent Asset Management, LLC

Total reported value

$892.4M

53 stks

2023-12-31

Concentration26.1
Portfolio Stability0.0
Sector conviction0.0
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FR

Foundation Resource Management INC

Total reported value

$888.5M

55 stks

2026-03-31

Concentration13.9
Portfolio Stability23.0
Sector conviction71.2
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FT

First Trust Investment Solutions L.P.

Total reported value

$888.4M

315 stks

2024-09-30

Concentration9.6
Portfolio Stability0.0
Sector conviction44.1
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FC

FJ Capital Management LLC

Total reported value

$888.1M

126 stks

2026-03-31

Concentration12.8
Portfolio Stability69.0
Sector conviction100.0
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FF

Fiduciary Financial Group, LLC

Total reported value

$882.4M

373 stks

2026-06-30

Concentration10.3
Portfolio Stability19.6
Sector conviction100.0
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