αAlphaSMO

Institutions Starting with "R" (545 funds)

545 institutions currently have names starting with "R", ranked below by AUM.

RB

Royal Bank Of Canada

Total reported value

$570.1B

25,608 stks

2026-03-31

Concentration3.3
Portfolio Stability20.9
Sector conviction42.7
View detail
RJ

Raymond James Financial INC

Total reported value

$324.4B

13,521 stks

2026-03-31

Concentration3.1
Portfolio Stability14.4
Sector conviction41.7
View detail
RJ

Raymond James & Associates

Total reported value

$164.1B

3,988 stks

2024-09-30

Concentration4.9
Portfolio Stability0.0
Sector conviction42.3
View detail
RA

Rhumbline Advisers

Total reported value

$116.9B

4,151 stks

2026-03-31

Concentration5.4
Portfolio Stability15.6
Sector conviction47.5
View detail
RI

Russell Investments Group, Ltd.

Total reported value

$93.1B

24,600 stks

2026-03-31

Concentration4.0
Portfolio Stability18.9
Sector conviction44.0
View detail
RJ

Raymond James Financial Services Advisors, Inc.

Total reported value

$75.1B

3,437 stks

2024-09-30

Concentration2.3
Portfolio Stability0.0
Sector conviction45.3
View detail
RI

Robeco Institutional Asset Management B.V.

Total reported value

$70.2B

842 stks

2026-03-31

Concentration5.5
Portfolio Stability26.9
Sector conviction75.3
View detail
Renaissance Technologies LLC

Renaissance Technologies LLC

Total reported value

$63.9B

3,213 stks

2026-03-31

Concentration1.1
Portfolio Stability60.1
Sector conviction42.5
View detail
RF

Russell Frank Co/

Total reported value

$56.9B

11,009 stks

2016-03-31

Concentration1.1
Portfolio Stability23.7
Sector conviction44.5
View detail
RC

Rockefeller Capital Management L.P.

Total reported value

$56.4B

11,499 stks

2026-03-31

Concentration3.0
Portfolio Stability15.4
Sector conviction60.4
View detail
RI

Rakuten Investment Management, Inc.

Total reported value

$49.2B

509 stks

2026-03-31

Concentration100.0
Portfolio Stability60.6
Sector conviction50.6
View detail
RL

Royal London Asset Management LTD

Total reported value

$47.7B

688 stks

2026-03-31

Concentration7.1
Portfolio Stability22.0
Sector conviction48.6
View detail
RS

Retirement Systems of Alabama

Total reported value

$30.0B

947 stks

2026-03-31

Concentration4.2
Portfolio Stability15.5
Sector conviction62.6
View detail
RA

Rafferty Asset Management, LLC

Total reported value

$24.6B

1,057 stks

2026-03-31

Concentration8.3
Portfolio Stability24.2
Sector conviction100.0
View detail
RG

Rathbones Group PLC

Total reported value

$23.4B

643 stks

2026-03-31

Concentration8.1
Portfolio Stability19.3
Sector conviction46.1
View detail
RA

Resona Asset Management Co.,Ltd.

Total reported value

$20.1B

791 stks

2026-03-31

Concentration6.4
Portfolio Stability14.7
Sector conviction63.5
View detail
RF

Regions Financial CORP

Total reported value

$15.4B

1,039 stks

2026-03-31

Concentration6.3
Portfolio Stability13.9
Sector conviction38.4
View detail
RC

Rokos Capital Management LLP

Total reported value

$13.2B

221 stks

2026-03-31

Concentration37.4
Portfolio Stability100.0
Sector conviction80.9
View detail
R&

Royce & Associates LP

Total reported value

$10.1B

774 stks

2026-03-31

Concentration1.4
Portfolio Stability25.1
Sector conviction59.5
View detail
RI

Rtw Investments, LP

Total reported value

$10.0B

88 stks

2026-03-31

Concentration14.9
Portfolio Stability36.5
Sector conviction100.0
View detail
RI

Rs Investment Management Co LLC

Total reported value

$9.7B

382 stks

2016-06-30

Concentration2.5
Portfolio Stability36.9
Sector conviction55.2
View detail
RC

Rubric Capital Management LP

Total reported value

$9.4B

83 stks

2026-03-31

Concentration20.7
Portfolio Stability47.6
Sector conviction62.2
View detail
RC

Ra Capital Management, L.p.

Total reported value

$9.4B

86 stks

2026-03-31

Concentration33.2
Portfolio Stability44.2
Sector conviction100.0
View detail
RW

Rwa Wealth Partners, LLC

Total reported value

$9.1B

892 stks

2026-03-31

Concentration16.8
Portfolio Stability14.8
Sector conviction47.2
View detail
RR

River Road Asset Management, LLC

Total reported value

$8.8B

176 stks

2026-03-31

Concentration5.1
Portfolio Stability35.6
Sector conviction69.5
View detail
RP

Railway Pension Investments Ltd

Total reported value

$7.0B

103 stks

2026-03-31

Concentration9.2
Portfolio Stability32.9
Sector conviction60.3
View detail
RB

Raiffeisen Bank International AG

Total reported value

$7.0B

900 stks

2026-03-31

Concentration6.9
Portfolio Stability35.6
Sector conviction84.9
View detail
R&

Rothschild & Co Asset Management US INC.

Total reported value

$6.6B

255 stks

2022-12-31

Concentration4.8
Portfolio Stability0.0
Sector conviction48.0
View detail
R&

Rothschild & Co Wealth Management UK Ltd

Total reported value

$6.5B

25 stks

2026-03-31

Concentration36.4
Portfolio Stability20.1
Sector conviction100.0
View detail
RI

RiverFront Investment Group, LLC

Total reported value

$6.5B

384 stks

2026-03-31

Concentration8.1
Portfolio Stability16.4
Sector conviction62.9
View detail
RA

RFG Advisory, LLC

Total reported value

$6.4B

1,126 stks

2026-06-30

Concentration10.8
Portfolio Stability28.3
Sector conviction54.5
View detail
RF

Rockefeller Financial Services INC

Total reported value

$6.3B

734 stks

2017-12-31

Concentration5.9
Portfolio Stability38.5
Sector conviction47.0
View detail
RC

Ruane, Cunniff & Goldfarb L.P.

Total reported value

$6.0B

50 stks

2026-03-31

Concentration22.4
Portfolio Stability34.0
Sector conviction66.1
View detail
RW

Reaves W H & Co INC

Total reported value

$6.0B

109 stks

2026-03-31

Concentration13.1
Portfolio Stability28.3
Sector conviction100.0
View detail
RW

Ritholtz Wealth Management

Total reported value

$5.8B

1,191 stks

2026-03-31

Concentration8.5
Portfolio Stability21.0
Sector conviction63.8
View detail
RC

Resolution Capital Ltd

Total reported value

$4.8B

40 stks

2026-03-31

Concentration31.1
Portfolio Stability24.0
Sector conviction100.0
View detail
RS

Robeco Schweiz AG

Total reported value

$4.7B

126 stks

2026-03-31

Concentration7.0
Portfolio Stability32.6
Sector conviction100.0
View detail
RJ

Raymond James Trust N.a.

Total reported value

$4.6B

1,945 stks

2024-09-30

Concentration3.4
Portfolio Stability0.0
Sector conviction43.2
View detail
RP

Reinhart Partners, LLC.

Total reported value

$4.4B

72 stks

2026-06-30

Concentration12.0
Portfolio Stability31.9
Sector conviction53.3
View detail
RP

Riverbridge Partners LLC

Total reported value

$4.1B

192 stks

2026-03-31

Concentration7.3
Portfolio Stability34.8
Sector conviction89.6
View detail
RS

Robertson Stephens Wealth Management, LLC

Total reported value

$3.6B

615 stks

2026-03-31

Concentration9.5
Portfolio Stability41.2
Sector conviction83.8
View detail
RB

Richard Bernstein Advisors LLC

Total reported value

$3.4B

227 stks

2026-03-31

Concentration29.4
Portfolio Stability100.0
Sector conviction69.7
View detail
RC

Regentatlantic Capital LLC

Total reported value

$3.3B

666 stks

2022-09-30

Concentration12.5
Portfolio Stability0.0
Sector conviction51.6
View detail
RP

Retirement Planning Group, LLC

Total reported value

$3.2B

481 stks

2026-03-31

Concentration15.8
Portfolio Stability16.6
Sector conviction52.5
View detail
RB

Ronald Blue & Co LLC

Total reported value

$3.1B

381 stks

2017-06-30

Concentration47.3
Portfolio Stability9.8
Sector conviction49.2
View detail
RO

Regents Of THE University Of California

Total reported value

$3.0B

12 stks

2026-03-31

Concentration100.0
Portfolio Stability24.7
Sector conviction100.0
View detail
RC

Riverhead Capital Management LLC

Total reported value

$2.7B

1,497 stks

2019-09-30

Concentration1.6
Portfolio Stability28.2
Sector conviction49.7
View detail
RC

RK Capital Management, LLC/FL

Total reported value

$2.6B

25 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction63.4
View detail
RG

Rakuten Group, Inc.

Total reported value

$2.6B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability13.2
Sector conviction100.0
View detail
RT

Rockland Trust Co

Total reported value

$2.5B

504 stks

2026-06-30

Concentration8.1
Portfolio Stability17.3
Sector conviction40.2
View detail
RL

Ruffer LLP

Total reported value

$2.4B

176 stks

2026-03-31

Concentration12.5
Portfolio Stability68.9
Sector conviction50.1
View detail
RA

RWC Asset Management LLP

Total reported value

$2.4B

163 stks

2026-03-31

Concentration11.1
Portfolio Stability38.4
Sector conviction62.6
View detail
RG

Renaissance Group LLC

Total reported value

$2.4B

234 stks

2026-03-31

Concentration4.3
Portfolio Stability39.5
Sector conviction54.1
View detail
RO

Route One Investment Company, L.P.

Total reported value

$2.3B

19 stks

2026-03-31

Concentration29.8
Portfolio Stability34.7
Sector conviction46.1
View detail
RA

RPOA Advisors, Inc.

Total reported value

$2.3B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability71.4
Sector conviction0.0
View detail
RA

Readystate Asset Management LP

Total reported value

$2.2B

806 stks

2026-03-31

Concentration4.5
Portfolio Stability98.0
Sector conviction40.1
View detail
RC

Rnc Capital Management LLC

Total reported value

$2.2B

173 stks

2025-12-31

Concentration9.0
Portfolio Stability11.8
Sector conviction51.1
View detail
RF

Root Financial Partners, LLC

Total reported value

$2.2B

3,466 stks

2026-03-31

Concentration27.1
Portfolio Stability17.3
Sector conviction99.8
View detail
RC

RBF Capital, LLC

Total reported value

$2.0B

491 stks

2026-03-31

Concentration5.5
Portfolio Stability23.4
Sector conviction84.3
View detail
RC

Rivernorth Capital Management, LLC

Total reported value

$2.0B

542 stks

2026-03-31

Concentration5.4
Portfolio Stability84.5
Sector conviction100.0
View detail
RM

Reynders McVeigh Capital Management, LLC

Total reported value

$2.0B

195 stks

2026-03-31

Concentration11.0
Portfolio Stability19.4
Sector conviction93.4
View detail
RC

Rehmann Capital Advisory Group

Total reported value

$1.9B

676 stks

2026-03-31

Concentration8.1
Portfolio Stability11.6
Sector conviction46.7
View detail
RI

Rothschild Investment LLC

Total reported value

$1.9B

3,605 stks

2026-03-31

Concentration3.5
Portfolio Stability17.1
Sector conviction39.7
View detail
RC

Resonant Capital Advisors, LLC

Total reported value

$1.9B

495 stks

2026-03-31

Concentration8.6
Portfolio Stability22.0
Sector conviction53.6
View detail
RP

Regal Partners Ltd

Total reported value

$1.8B

159 stks

2026-03-31

Concentration21.1
Portfolio Stability29.0
Sector conviction71.8
View detail
RH

Rice Hall James & Associates, LLC

Total reported value

$1.8B

243 stks

2026-03-31

Concentration4.8
Portfolio Stability24.1
Sector conviction80.1
View detail
RM

Roffman Miller Associates INC /pa/

Total reported value

$1.7B

86 stks

2026-03-31

Concentration11.1
Portfolio Stability13.8
Sector conviction46.3
View detail
RI

Regal Investment Advisors LLC

Total reported value

$1.7B

653 stks

2026-03-31

Concentration3.3
Portfolio Stability15.8
Sector conviction40.2
View detail
RL

Rebalance, LLC

Total reported value

$1.7B

101 stks

2026-03-31

Concentration38.9
Portfolio Stability5.1
Sector conviction74.6
View detail
RS

Rock Springs Capital Management LP

Total reported value

$1.7B

100 stks

2026-03-31

Concentration10.3
Portfolio Stability35.5
Sector conviction100.0
View detail
RM

Ribbit Management Company, LLC

Total reported value

$1.7B

16 stks

2026-03-31

Concentration61.0
Portfolio Stability26.6
Sector conviction100.0
View detail
RI

Recurrent Investment Advisors LLC

Total reported value

$1.7B

67 stks

2026-03-31

Concentration18.8
Portfolio Stability33.4
Sector conviction100.0
View detail
RC

Roundview Capital LLC

Total reported value

$1.6B

340 stks

2026-03-31

Concentration6.0
Portfolio Stability12.9
Sector conviction51.2
View detail
RW

RVW Wealth, LLC

Total reported value

$1.5B

183 stks

2026-06-30

Concentration20.1
Portfolio Stability18.7
Sector conviction100.0
View detail
RG

Redmile Group, LLC

Total reported value

$1.5B

35 stks

2026-03-31

Concentration51.6
Portfolio Stability36.2
Sector conviction100.0
View detail
RC

Rheos Capital Works Inc.

Total reported value

$1.5B

73 stks

2026-03-31

Concentration8.3
Portfolio Stability63.4
Sector conviction52.9
View detail
RI

Rush Island Management, LP

Total reported value

$1.5B

22 stks

2026-03-31

Concentration30.3
Portfolio Stability58.2
Sector conviction100.0
View detail
RW

Rockwood Wealth Management, LLC

Total reported value

$1.4B

118 stks

2026-03-31

Concentration66.4
Portfolio Stability5.3
Sector conviction100.0
View detail
RI

Roosevelt Investment Group LLC

Total reported value

$1.4B

288 stks

2022-09-30

Concentration7.8
Portfolio Stability0.0
Sector conviction49.9
View detail
RI

Ranger Investment Management, L.P.

Total reported value

$1.4B

79 stks

2026-03-31

Concentration6.8
Portfolio Stability32.1
Sector conviction53.9
View detail
RA

Robinhood Asset Management, LLC

Total reported value

$1.4B

81 stks

2026-03-31

Concentration34.5
Portfolio Stability45.8
Sector conviction70.6
View detail
RI

RWWM, Inc.

Total reported value

$1.4B

34 stks

2026-03-31

Concentration39.7
Portfolio Stability24.3
Sector conviction100.0
View detail
RF

Reilly Financial Advisors, LLC

Total reported value

$1.3B

1,164 stks

2021-12-31

Concentration5.8
Portfolio Stability0.0
Sector conviction52.2
View detail
RC

Radcliffe Capital Management, L.P.

Total reported value

$1.3B

405 stks

2026-03-31

Concentration6.0
Portfolio Stability84.8
Sector conviction89.8
View detail
RW

RMR Wealth Builders

Total reported value

$1.3B

277 stks

2026-03-31

Concentration16.0
Portfolio Stability10.9
Sector conviction78.0
View detail
RI

Retirement Investment Advisors, Inc.

Total reported value

$1.2B

67 stks

2026-03-31

Concentration54.3
Portfolio Stability0.1
Sector conviction74.3
View detail
RC

Richard C. Young & CO., LTD.

Total reported value

$1.2B

93 stks

2026-03-31

Concentration8.4
Portfolio Stability21.3
Sector conviction43.6
View detail
RZ

Relyea Zuckerberg Hanson LLC

Total reported value

$1.2B

302 stks

2026-06-30

Concentration13.1
Portfolio Stability22.3
Sector conviction73.6
View detail
RI

Rothschild Investment LLC /il

Total reported value

$1.2B

538 stks

2023-09-30

Concentration3.8
Portfolio Stability0.0
Sector conviction38.7
View detail
RP

Rossmore Private Capital

Total reported value

$1.1B

343 stks

2026-03-31

Concentration8.8
Portfolio Stability15.0
Sector conviction43.3
View detail
RI

Rockbridge Investment Management, LCC

Total reported value

$1.1B

137 stks

2026-03-31

Concentration33.6
Portfolio Stability7.2
Sector conviction68.3
View detail
RW

RKL Wealth Management LLC

Total reported value

$1.1B

179 stks

2026-03-31

Concentration24.5
Portfolio Stability12.6
Sector conviction56.8
View detail
RW

Rothschild Wealth LLC

Total reported value

$1.1B

596 stks

2026-03-31

Concentration3.4
Portfolio Stability24.1
Sector conviction43.7
View detail
RF

Royal Fund Management, LLC

Total reported value

$1.1B

297 stks

2026-03-31

Concentration3.8
Portfolio Stability44.1
Sector conviction56.8
View detail
RC

Randolph Co Inc

Total reported value

$1.0B

43 stks

2026-03-31

Concentration16.0
Portfolio Stability23.7
Sector conviction79.6
View detail
RC

RDST Capital LLC

Total reported value

$1.0B

20 stks

2026-03-31

Concentration22.3
Portfolio Stability41.0
Sector conviction73.8
View detail
RI

RW Investment Management LLC

Total reported value

$1.0B

120 stks

2026-03-31

Concentration36.1
Portfolio Stability9.3
Sector conviction61.2
View detail
RW

Redhawk Wealth Advisors, Inc.

Total reported value

$1.0B

408 stks

2026-06-30

Concentration4.0
Portfolio Stability59.6
Sector conviction70.3
View detail
RC

Rock Creek Group LLC

Total reported value

$987.7M

61 stks

2026-03-31

Concentration26.3
Portfolio Stability21.6
Sector conviction100.0
View detail
R&

Rodgers & Associates, LTD

Total reported value

$982.2M

101 stks

2026-03-31

Concentration15.8
Portfolio Stability4.2
Sector conviction67.1
View detail
RA

Rational Advisors, INC.

Total reported value

$979.9M

229 stks

2026-03-31

Concentration14.6
Portfolio Stability50.5
Sector conviction43.2
View detail
RM

Resource Management, LLC

Total reported value

$969.8M

190 stks

2021-12-31

Concentration52.6
Portfolio Stability0.0
Sector conviction62.1
View detail
RW

Revolve Wealth Partners, LLC

Total reported value

$965.2M

356 stks

2026-06-30

Concentration13.8
Portfolio Stability23.5
Sector conviction60.4
View detail
RC

Red Cedar Investment Management, LLC

Total reported value

$964.5M

92 stks

2026-03-31

Concentration24.2
Portfolio Stability22.2
Sector conviction52.7
View detail
RD

Red Door Wealth Management, LLC

Total reported value

$961.7M

307 stks

2026-03-31

Concentration7.6
Portfolio Stability13.8
Sector conviction52.0
View detail
RW

Rand Wealth, LLC

Total reported value

$893.0M

230 stks

2018-09-30

Concentration5.7
Portfolio Stability10.1
Sector conviction43.7
View detail
RB

Romano Brothers And Company

Total reported value

$880.2M

319 stks

2026-03-31

Concentration4.3
Portfolio Stability12.3
Sector conviction62.5
View detail
RV

Relative Value Partners, LLC

Total reported value

$879.8M

120 stks

2015-03-31

Concentration14.3
Portfolio Stability9.4
Sector conviction85.6
View detail
RW

River Wealth Advisors LLC

Total reported value

$870.8M

205 stks

2026-03-31

Concentration8.1
Portfolio Stability13.2
Sector conviction47.0
View detail
RW

RMG Wealth Management LLC

Total reported value

$866.4M

616 stks

2026-03-31

Concentration51.5
Portfolio Stability100.0
Sector conviction51.7
View detail
RB

Rodgers Brothers Inc.

Total reported value

$865.5M

242 stks

2026-03-31

Concentration9.1
Portfolio Stability18.3
Sector conviction48.5
View detail
RA

Ramirez Asset Management, Inc.

Total reported value

$831.7M

349 stks

2026-03-31

Concentration5.7
Portfolio Stability33.3
Sector conviction52.2
View detail
RI

RPG Investment Advisory, LLC

Total reported value

$829.0M

92 stks

2026-03-31

Concentration10.0
Portfolio Stability20.4
Sector conviction68.7
View detail
RF

RTD Financial Advisors, Inc.

Total reported value

$813.7M

114 stks

2026-03-31

Concentration14.2
Portfolio Stability4.9
Sector conviction52.1
View detail
R&

Rhenman & Partners Asset Management AB

Total reported value

$810.5M

86 stks

2026-03-31

Concentration7.7
Portfolio Stability57.1
Sector conviction100.0
View detail
RI

Redwood Investment Management, LLC

Total reported value

$805.3M

265 stks

2026-03-31

Concentration17.1
Portfolio Stability32.1
Sector conviction43.1
View detail
RI

Rovida Investment Management Ltd

Total reported value

$797.3M

17 stks

2026-03-31

Concentration55.1
Portfolio Stability25.4
Sector conviction95.5
View detail
RB

Roble, Belko & Company, Inc

Total reported value

$786.5M

487 stks

2026-03-31

Concentration24.3
Portfolio Stability12.6
Sector conviction63.8
View detail
RT

RH Tailwind Management, LLC

Total reported value

$781.2M

57 stks

2026-03-31

Concentration10.6
Portfolio Stability100.0
Sector conviction73.0
View detail
RV

Relative Value Partners Group, LLC

Total reported value

$772.4M

321 stks

2024-06-30

Concentration6.5
Portfolio Stability0.0
Sector conviction60.0
View detail
RF

Ranmore Fund Management Ltd

Total reported value

$757.0M

20 stks

2026-03-31

Concentration22.3
Portfolio Stability73.7
Sector conviction57.0
View detail
RM

Resources Management CORP /ct/ /adv

Total reported value

$753.4M

415 stks

2026-03-31

Concentration8.1
Portfolio Stability11.9
Sector conviction56.3
View detail
RO

Running Oak Capital LLC

Total reported value

$740.6M

108 stks

2026-03-31

Concentration7.4
Portfolio Stability12.0
Sector conviction74.8
View detail
RP

Rice Partnership, LLC

Total reported value

$731.8M

178 stks

2026-03-31

Concentration14.5
Portfolio Stability18.9
Sector conviction50.6
View detail
RI

Redpoint Investment Management Pty Ltd

Total reported value

$683.8M

584 stks

2022-09-30

Concentration3.1
Portfolio Stability0.0
Sector conviction45.7
View detail
RE

Ripple Effect Asset Management LP

Total reported value

$678.7M

24 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
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RC

Radnor Capital Management, LLC

Total reported value

$675.8M

308 stks

2026-03-31

Concentration6.8
Portfolio Stability15.7
Sector conviction41.7
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RC

Redwood Capital Management, LLC

Total reported value

$674.2M

22 stks

2026-03-31

Concentration58.2
Portfolio Stability54.9
Sector conviction100.0
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RE

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

Total reported value

$672.4M

28 stks

2026-03-31

Concentration18.9
Portfolio Stability68.9
Sector conviction53.6
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RC

Regatta Capital Group, LLC

Total reported value

$660.8M

215 stks

2026-03-31

Concentration12.2
Portfolio Stability9.9
Sector conviction54.6
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RR

Round Rock Advisors LLC

Total reported value

$653.5M

318 stks

2026-03-31

Concentration11.0
Portfolio Stability16.9
Sector conviction48.1
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R&

Rather & Kittrell, Inc.

Total reported value

$647.9M

113 stks

2026-03-31

Concentration25.1
Portfolio Stability6.6
Sector conviction58.9
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RR

Robotti Robert

Total reported value

$641.2M

78 stks

2026-03-31

Concentration64.7
Portfolio Stability31.1
Sector conviction100.0
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RF

Rollins Financial Advisors, LLC

Total reported value

$632.4M

158 stks

2026-03-31

Concentration16.5
Portfolio Stability15.9
Sector conviction71.7
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RW

RGT Wealth Advisors, LLC

Total reported value

$627.2M

116 stks

2022-09-30

Concentration64.2
Portfolio Stability0.0
Sector conviction48.1
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RT

Reliance Trust Co Of Delaware

Total reported value

$621.2M

730 stks

2019-03-31

Concentration15.0
Portfolio Stability19.1
Sector conviction46.0
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R&

Rbo & Co LLC

Total reported value

$619.6M

57 stks

2026-03-31

Concentration15.0
Portfolio Stability13.3
Sector conviction48.3
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RI

Richmond Investment Services, LLC

Total reported value

$618.8M

255 stks

2026-03-31

Concentration12.2
Portfolio Stability22.0
Sector conviction59.4
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RA

Riversedge Advisors, LLC

Total reported value

$617.7M

216 stks

2026-03-31

Concentration18.0
Portfolio Stability40.5
Sector conviction91.5
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R&

Rainey & Randall Wealth Advisors INC.

Total reported value

$615.6M

76 stks

2026-03-31

Concentration33.7
Portfolio Stability5.7
Sector conviction75.3
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RD

Ritter Daniher Financial Advisory LLC / DE

Total reported value

$589.4M

592 stks

2026-03-31

Concentration21.1
Portfolio Stability7.3
Sector conviction41.8
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RI

Retirement Income Solutions, INC

Total reported value

$585.1M

173 stks

2026-03-31

Concentration34.4
Portfolio Stability6.2
Sector conviction51.6
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RC

Resource Consulting Group INC

Total reported value

$584.1M

69 stks

2023-12-31

Concentration62.5
Portfolio Stability0.0
Sector conviction51.4
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RI

RPTC Inc.

Total reported value

$570.7M

7 stks

2026-03-31

Concentration100.0
Portfolio Stability4.4
Sector conviction100.0
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RI

RAM Investment Partners, LLC

Total reported value

$569.3M

121 stks

2026-03-31

Concentration34.4
Portfolio Stability10.1
Sector conviction100.0
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RW

Rockport Wealth LLC

Total reported value

$549.3M

101 stks

2026-03-31

Concentration18.7
Portfolio Stability39.1
Sector conviction85.9
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RP

Regent Peak Wealth Advisors LLC

Total reported value

$540.1M

221 stks

2026-06-30

Concentration19.8
Portfolio Stability19.4
Sector conviction76.3
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RW

Ratio Wealth Group

Total reported value

$536.9M

80 stks

2024-03-31

Concentration13.9
Portfolio Stability0.0
Sector conviction96.3
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RC

Requisite Capital Management, LLC

Total reported value

$536.7M

114 stks

2026-03-31

Concentration47.8
Portfolio Stability12.2
Sector conviction100.0
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RC

Rinet Co LLC

Total reported value

$530.0M

86 stks

2021-09-30

Concentration62.1
Portfolio Stability0.0
Sector conviction65.1
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