Institutions Starting with "S" (1319 funds)
1319 institutions currently have names starting with "S", ranked below by AUM.
SQ
Simon Quick Advisors, LLC
CIK 0001692038
Total reported value
$2.5B
421 stks
2026-06-30
Concentration11.7
Portfolio Stability0.0
Sector conviction47.6
View detail
SW
Sax Wealth Advisors, LLC
CIK 0001846150
Total reported value
$2.5B
537 stks
2026-06-30
Concentration12.7
Portfolio Stability21.4
Sector conviction55.2
View detail
SG
Smith Group Asset Management, LLC
CIK 0001893134
Total reported value
$2.5B
166 stks
2026-06-30
Concentration10.3
Portfolio Stability32.5
Sector conviction68.5
View detail
SC
Seizert Capital Partners, LLC
CIK 0001134283
Total reported value
$2.4B
181 stks
2026-06-30
Concentration7.3
Portfolio Stability32.3
Sector conviction51.1
View detail
SB
SouthState Bank Corp
CIK 0000764038
Total reported value
$2.4B
1,770 stks
2026-06-30
Concentration5.8
Portfolio Stability22.5
Sector conviction51.2
View detail
SS
Sandy Spring Bank
CIK 0001457833
Total reported value
$2.4B
1,936 stks
2025-03-31
Stale — no recent filing
Concentration7.1
Portfolio Stability100.0
Sector conviction58.9
View detail
ST
South Texas Money Management LTD
CIK 0001259513
Total reported value
$2.4B
639 stks
2019-09-30
Stale — no recent filing
Concentration8.1
Portfolio Stability25.0
Sector conviction44.6
View detail
SC
Security Capital Research & Management Inc
CIK 0001068829
Total reported value
$2.4B
42 stks
2020-06-30
Stale — no recent filing
Concentration21.3
Portfolio Stability53.7
Sector conviction0.0
View detail
SW
Strategic Wealth Advisors Group, LLC
CIK 0001548916
Total reported value
$2.3B
555 stks
2022-09-30
Stale — no recent filing
Concentration4.2
Portfolio Stability0.0
Sector conviction63.1
View detail
SS
Smith Salley Wealth Management
CIK 0001482012
Total reported value
$2.3B
275 stks
2026-06-30
Concentration8.2
Portfolio Stability22.6
Sector conviction63.8
View detail
SC
Syon Capital LLC
CIK 0001999353
Total reported value
$2.3B
950 stks
2026-06-30
Concentration4.3
Portfolio Stability26.2
Sector conviction47.8
View detail
SF
Strategic Financial Services, Inc.
CIK 0001432539
Total reported value
$2.3B
158 stks
2026-06-30
Concentration32.6
Portfolio Stability10.6
Sector conviction77.6
View detail
SB
Sullivan, Bruyette, Speros & Blaney, LLC
CIK 0001599904
Total reported value
$2.3B
416 stks
2021-03-31
Stale — no recent filing
Concentration32.6
Portfolio Stability7.8
Sector conviction72.2
View detail
SI
Sound Income Strategies, LLC
CIK 0001730960
Total reported value
$2.2B
483 stks
2026-06-30
Concentration3.8
Portfolio Stability18.8
Sector conviction47.0
View detail
SG
StepStone Group LP
CIK 0001502287
Total reported value
$2.2B
23 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
SF
S&G Foundation
CIK 0001874163
Total reported value
$2.1B
21 stks
2026-06-30
Concentration93.9
Portfolio Stability17.9
Sector conviction100.0
View detail
SP
Stairway Partners, LLC
CIK 0001454138
Total reported value
$2.1B
18 stks
2026-06-30
Concentration40.1
Portfolio Stability11.1
Sector conviction0.0
View detail
SC
Shaolin Capital Management LLC
CIK 0001766806
Total reported value
$2.1B
554 stks
2026-06-30
Concentration11.8
Portfolio Stability100.0
Sector conviction72.0
View detail
SA
SHANDA ASSET MANAGEMENT HOLDINGS Ltd
CIK 0001622346
Total reported value
$2.1B
6 stks
2026-06-30
Concentration100.0
Portfolio Stability31.7
Sector conviction100.0
View detail
ST
Spinnaker Trust
CIK 0001158970
Total reported value
$2.1B
349 stks
2026-06-30
Concentration11.1
Portfolio Stability19.4
Sector conviction53.5
View detail
SI
Sigma Investment Counselors Inc
CIK 0001085163
Total reported value
$2.1B
218 stks
2026-06-30
Concentration23.1
Portfolio Stability10.7
Sector conviction48.8
View detail
SA
Smith Asset Management Group LP
CIK 0001091561
Total reported value
$2.0B
363 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability96.1
Sector conviction58.7
View detail
SF
Siemens Fonds Invest GmbH
CIK 0001856637
Total reported value
$2.0B
538 stks
2026-06-30
Concentration7.0
Portfolio Stability21.1
Sector conviction60.5
View detail
SA
Scotia Asset Management L.P.
CIK 0001483272
Total reported value
$2.0B
140 stks
2013-09-30
Stale — no recent filing
Concentration16.2
Portfolio Stability13.1
Sector conviction64.4
View detail
SB
Strategic Blueprint, LLC
CIK 0001767821
Total reported value
$2.0B
697 stks
2026-06-30
Concentration3.2
Portfolio Stability24.9
Sector conviction60.4
View detail
SC
Sepio Capital, LP
CIK 0001751412
Total reported value
$2.0B
346 stks
2026-06-30
Concentration37.7
Portfolio Stability0.0
Sector conviction50.1
View detail
SA
Signal Advisors Wealth, LLC
CIK 0002010926
Total reported value
$2.0B
630 stks
2026-06-30
Concentration5.3
Portfolio Stability39.6
Sector conviction64.2
View detail
SP
Symmetry Partners, LLC
CIK 0001697493
Total reported value
$2.0B
380 stks
2026-06-30
Concentration20.5
Portfolio Stability15.4
Sector conviction73.7
View detail
SL
Sun Life Financial Inc
CIK 0001097362
Total reported value
$2.0B
47 stks
2026-06-30
Concentration58.2
Portfolio Stability19.4
Sector conviction100.0
View detail
SI
Sofinnova Investments, Inc.
CIK 0001631134
Total reported value
$1.9B
57 stks
2026-06-30
Concentration28.1
Portfolio Stability80.6
Sector conviction100.0
View detail
SI
Standard Investments LLC
CIK 0001539436
Total reported value
$1.9B
13 stks
2026-06-30
Concentration55.8
Portfolio Stability20.7
Sector conviction93.3
View detail
SW
Segment Wealth Management, LLC
CIK 0001575581
Total reported value
$1.9B
312 stks
2026-06-30
Concentration6.8
Portfolio Stability19.4
Sector conviction51.8
View detail
SG
Sourcerock Group LLC
CIK 0001822531
Total reported value
$1.9B
36 stks
2026-06-30
Concentration29.5
Portfolio Stability42.5
Sector conviction100.0
View detail
SA
Southeastern Asset Management Inc/tn/
CIK 0000807985
Total reported value
$1.9B
81 stks
2026-06-30
Concentration20.5
Portfolio Stability21.3
Sector conviction41.1
View detail
SW
Stewart W P & Co LTD
CIK 0000750443
Total reported value
$1.9B
29 stks
2013-09-30
Stale — no recent filing
Concentration21.8
Portfolio Stability16.7
Sector conviction100.0
View detail
SC
Sylebra Capital Ltd
CIK 0001627436
Total reported value
$1.9B
20 stks
2023-09-30
Stale — no recent filing
Concentration37.9
Portfolio Stability0.0
Sector conviction100.0
View detail
SC
Srb CORP
CIK 0001496228
Total reported value
$1.9B
46 stks
2026-06-30
Concentration25.8
Portfolio Stability27.4
Sector conviction52.9
View detail
SC
Spyglass Capital Management LLC
CIK 0001654344
Total reported value
$1.8B
25 stks
2026-06-30
Concentration17.3
Portfolio Stability57.7
Sector conviction100.0
View detail
SC
Smith Chas P & Associates Pa Cpas
CIK 0001082509
Total reported value
$1.8B
176 stks
2026-03-31
Concentration11.7
Portfolio Stability10.7
Sector conviction42.8
View detail
SI
Scottrade Investment Management
CIK 0001651646
Total reported value
$1.8B
8 stks
2017-09-30
Stale — no recent filing
Concentration62.3
Portfolio Stability17.2
Sector conviction0.0
View detail
SG
Summit Global Investments
CIK 0001697953
Total reported value
$1.8B
523 stks
2026-06-30
Concentration22.7
Portfolio Stability24.8
Sector conviction43.3
View detail
SR
Saratoga Research & Investment Management
CIK 0001477872
Total reported value
$1.8B
46 stks
2026-06-30
Concentration21.1
Portfolio Stability17.7
Sector conviction55.2
View detail
SW
Stratos Wealth Advisors, LLC
CIK 0001707202
Total reported value
$1.8B
638 stks
2026-06-30
Concentration4.3
Portfolio Stability26.1
Sector conviction60.6
View detail
SF
Sage Financial Group Inc
CIK 0000882119
Total reported value
$1.8B
110 stks
2026-06-30
Concentration63.9
Portfolio Stability16.3
Sector conviction100.0
View detail
ST
Sabal Trust CO
CIK 0001323276
Total reported value
$1.8B
324 stks
2025-03-31
Stale — no recent filing
Concentration6.1
Portfolio Stability100.0
Sector conviction46.2
View detail
SI
Soltis Investment Advisors LLC
CIK 0001802530
Total reported value
$1.8B
688 stks
2026-06-30
Concentration6.1
Portfolio Stability0.0
Sector conviction60.4
View detail
SG
Stephens Group Asset Management, LLC
CIK 0001726808
Total reported value
$1.8B
26 stks
2026-06-30
Concentration33.4
Portfolio Stability12.1
Sector conviction0.0
View detail
SV
Silicon Valley Community Foundation
CIK 0001598350
Total reported value
$1.8B
5 stks
2025-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
SB
Simmons Bank
CIK 0001674486
Total reported value
$1.8B
832 stks
2026-06-30
Concentration6.4
Portfolio Stability21.5
Sector conviction47.0
View detail
SF
Sather Financial Group Inc
CIK 0001568540
Total reported value
$1.7B
154 stks
2026-06-30
Concentration20.5
Portfolio Stability0.0
Sector conviction63.4
View detail
SR
Shufro Rose & Co LLC
CIK 0000908195
Total reported value
$1.7B
324 stks
2026-06-30
Concentration15.3
Portfolio Stability28.7
Sector conviction100.0
View detail
SI
S&co Inc
CIK 0001082461
Total reported value
$1.7B
222 stks
2026-06-30
Concentration8.5
Portfolio Stability0.0
Sector conviction42.6
View detail
SI
Ssi Investment Management LLC
CIK 0000938487
Total reported value
$1.7B
542 stks
2026-06-30
Concentration4.9
Portfolio Stability52.4
Sector conviction57.6
View detail
SG
Sienna Gestion
CIK 0002021242
Total reported value
$1.7B
179 stks
2026-06-30
Concentration8.1
Portfolio Stability45.7
Sector conviction61.5
View detail
SH
Spear Holdings RSC Ltd
CIK 0002023475
Total reported value
$1.7B
18 stks
2026-06-30
Concentration31.9
Portfolio Stability88.1
Sector conviction71.4
View detail
SL
Sfmg, LLC
CIK 0001512026
Total reported value
$1.7B
350 stks
2026-06-30
Concentration19.1
Portfolio Stability18.1
Sector conviction64.8
View detail
SI
Strategic Investment Advisors / MI
CIK 0001760540
Total reported value
$1.7B
398 stks
2026-06-30
Concentration14.8
Portfolio Stability20.3
Sector conviction57.1
View detail
SC
Shapiro Capital Management LLC
CIK 0001177244
Total reported value
$1.6B
50 stks
2026-06-30
Concentration12.8
Portfolio Stability28.4
Sector conviction38.8
View detail
SO
Silver Oak Securities, Incorporated
CIK 0001080576
Total reported value
$1.6B
830 stks
2026-06-30
Concentration2.8
Portfolio Stability31.4
Sector conviction63.9
View detail
SM
Sage Mountain Advisors LLC
CIK 0001832274
Total reported value
$1.6B
304 stks
2026-06-30
Concentration28.5
Portfolio Stability15.3
Sector conviction81.5
View detail
SC
Strategy Capital LLC
CIK 0001592413
Total reported value
$1.6B
11 stks
2026-06-30
Concentration43.9
Portfolio Stability31.2
Sector conviction100.0
View detail
SW
Strategic Wealth Partners, Ltd.
CIK 0001720777
Total reported value
$1.6B
1,463 stks
2026-06-30
Concentration7.3
Portfolio Stability27.6
Sector conviction43.5
View detail
SV
Sound View Wealth Advisors Group, LLC
CIK 0001784777
Total reported value
$1.6B
440 stks
2026-06-30
Concentration5.2
Portfolio Stability17.1
Sector conviction53.8
View detail
SW
Svb Wealth LLC
CIK 0001626116
Total reported value
$1.6B
1,570 stks
2026-06-30
Concentration6.8
Portfolio Stability0.0
Sector conviction57.9
View detail
SS
Sunbelt Securities, Inc.
CIK 0001632932
Total reported value
$1.6B
2,954 stks
2026-03-31
Concentration10.6
Portfolio Stability20.3
Sector conviction70.2
View detail
SC
Stonebridge Capital Advisors LLC
CIK 0001600035
Total reported value
$1.6B
215 stks
2026-06-30
Concentration8.5
Portfolio Stability20.1
Sector conviction52.5
View detail
SC
Shay Capital LLC
CIK 0001723643
Total reported value
$1.6B
482 stks
2026-06-30
Concentration7.9
Portfolio Stability90.5
Sector conviction55.1
View detail
SM
Smith, Moore & Co.
CIK 0000200724
Total reported value
$1.5B
586 stks
2026-06-30
Concentration5.3
Portfolio Stability18.6
Sector conviction43.5
View detail
SP
Stony Point Capital LLC
CIK 0001776023
Total reported value
$1.5B
30 stks
2026-06-30
Concentration20.8
Portfolio Stability40.0
Sector conviction100.0
View detail
SC
Segantii Capital Management Ltd
CIK 0001544676
Total reported value
$1.5B
100 stks
2024-03-31
Stale — no recent filing
Concentration36.9
Portfolio Stability0.0
Sector conviction67.2
View detail
SC
Styrax Capital, LP
CIK 0001904897
Total reported value
$1.5B
18 stks
2026-06-30
Concentration32.1
Portfolio Stability49.5
Sector conviction72.8
View detail
SB
Schaper Benz & Wise Investment Counsel Inc/wi
CIK 0001033974
Total reported value
$1.5B
160 stks
2026-06-30
Concentration7.2
Portfolio Stability18.6
Sector conviction53.3
View detail
SL
Swf LLC
CIK 0002065728
Total reported value
$1.5B
25 stks
2026-06-30
Concentration100.0
Portfolio Stability26.4
Sector conviction100.0
View detail
SI
Symmetry Investments LP
CIK 0001691919
Total reported value
$1.5B
346 stks
2026-06-30
Concentration46.8
Portfolio Stability100.0
Sector conviction87.3
View detail
SW
SHP Wealth Management
CIK 0001807060
Total reported value
$1.5B
1,981 stks
2026-06-30
Concentration39.9
Portfolio Stability32.6
Sector conviction63.6
View detail
SS
Stg Securities, LLC
CIK 0001934396
Total reported value
$1.4B
501 stks
2026-06-30
Concentration25.1
Portfolio Stability0.0
Sector conviction100.0
View detail
SE
Soma Equity Partners LP
CIK 0001680964
Total reported value
$1.4B
24 stks
2026-06-30
Concentration18.8
Portfolio Stability85.4
Sector conviction93.1
View detail
SF
Summit Financial Strategies, Inc.
CIK 0001625246
Total reported value
$1.4B
173 stks
2026-06-30
Concentration22.1
Portfolio Stability13.4
Sector conviction88.5
View detail
SI
Sonora Investment Management Group, LLC
CIK 0001907552
Total reported value
$1.4B
304 stks
2025-09-30
Stale — no recent filing
Concentration6.9
Portfolio Stability29.4
Sector conviction69.6
View detail
SI
Sava Infond d.o.o.
CIK 0002055882
Total reported value
$1.4B
306 stks
2026-06-30
Concentration13.0
Portfolio Stability73.5
Sector conviction100.0
View detail
SP
Steelhead Partners LLC
CIK 0001133521
Total reported value
$1.4B
25 stks
2026-06-30
Concentration22.1
Portfolio Stability57.1
Sector conviction100.0
View detail
SR
Scheer, Rowlett & Associates Investment Management Ltd.
CIK 0001426327
Total reported value
$1.4B
30 stks
2026-06-30
Concentration25.0
Portfolio Stability23.7
Sector conviction90.3
View detail
Scion Asset Management, LLC
CIK 0001649339
Total reported value
$1.4B
8 stks
2025-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
SC
Sagefield Capital LP
CIK 0001771179
Total reported value
$1.3B
213 stks
2026-06-30
Concentration7.4
Portfolio Stability59.0
Sector conviction94.4
View detail
SA
Sovran Advisors, LLC
CIK 0002051471
Total reported value
$1.3B
701 stks
2026-06-30
Concentration3.0
Portfolio Stability22.3
Sector conviction72.8
View detail
SF
Stonebridge Financial Group, LLC
CIK 0002009367
Total reported value
$1.3B
275 stks
2026-06-30
Concentration6.8
Portfolio Stability33.4
Sector conviction47.6
View detail
SC
Sone Capital Management, LLC
CIK 0002026215
Total reported value
$1.3B
108 stks
2026-06-30
Concentration5.8
Portfolio Stability85.3
Sector conviction44.5
View detail
SW
SlateStone Wealth, LLC
CIK 0001764049
Total reported value
$1.3B
296 stks
2026-06-30
Concentration5.7
Portfolio Stability15.4
Sector conviction49.0
View detail
SI
Sora Investors LLC
CIK 0001894532
Total reported value
$1.3B
76 stks
2026-06-30
Concentration9.6
Portfolio Stability100.0
Sector conviction100.0
View detail
SP
Syntegra Private Wealth Group, LLC
CIK 0001964298
Total reported value
$1.3B
202 stks
2026-06-30
Concentration27.6
Portfolio Stability0.0
Sector conviction75.0
View detail
SI
Sadoff Investment Management LLC
CIK 0001021008
Total reported value
$1.3B
87 stks
2022-09-30
Stale — no recent filing
Concentration12.9
Portfolio Stability0.0
Sector conviction55.2
View detail
SF
Stack Financial Management, Inc
CIK 0001308685
Total reported value
$1.3B
54 stks
2026-06-30
Concentration14.0
Portfolio Stability0.0
Sector conviction47.0
View detail
SF
SPC Financial, Inc.
CIK 0001415201
Total reported value
$1.3B
278 stks
2025-09-30
Stale — no recent filing
Concentration9.1
Portfolio Stability43.9
Sector conviction68.1
View detail
SA
SP Asset Management LLC
CIK 0001962086
Total reported value
$1.2B
137 stks
2026-06-30
Concentration18.4
Portfolio Stability0.0
Sector conviction70.9
View detail
SF
SYM FINANCIAL Corp
CIK 0000764739
Total reported value
$1.2B
531 stks
2026-06-30
Concentration38.2
Portfolio Stability28.6
Sector conviction49.3
View detail
SP
Spirepoint Private Client, LLC
CIK 0002022908
Total reported value
$1.2B
332 stks
2026-06-30
Concentration8.8
Portfolio Stability28.4
Sector conviction58.2
View detail
SC
Sandhill Capital Partners LLC
CIK 0001556245
Total reported value
$1.2B
98 stks
2026-06-30
Concentration13.3
Portfolio Stability33.8
Sector conviction80.7
View detail
SP
Svennilson Peter
CIK 0001606074
Total reported value
$1.2B
11 stks
2020-09-30
Stale — no recent filing
Concentration73.8
Portfolio Stability40.8
Sector conviction0.0
View detail
SW
Spartan Wealth Advisory Services LLC
CIK 0002075193
Total reported value
$1.2B
321 stks
2026-06-30
Concentration6.6
Portfolio Stability0.0
Sector conviction69.9
View detail
SB
Sargent Bickham Lagudis LLC
CIK 0001613939
Total reported value
$1.2B
1,409 stks
2022-12-31
Stale — no recent filing
Concentration9.2
Portfolio Stability0.0
Sector conviction50.4
View detail
SB
Samsara BioCapital, LLC
CIK 0001744967
Total reported value
$1.2B
24 stks
2026-06-30
Concentration61.4
Portfolio Stability26.6
Sector conviction0.0
View detail
SF
Shepherd Financial Partners LLC
CIK 0001696628
Total reported value
$1.2B
256 stks
2026-06-30
Concentration10.4
Portfolio Stability25.6
Sector conviction50.7
View detail
S&
Salomon & Ludwin, LLC
CIK 0001766156
Total reported value
$1.2B
2,116 stks
2026-06-30
Concentration10.7
Portfolio Stability10.4
Sector conviction70.4
View detail
SI
Schechter Investment Advisors, LLC
CIK 0001951586
Total reported value
$1.2B
1,410 stks
2025-03-31
Stale — no recent filing
Concentration4.2
Portfolio Stability0.0
Sector conviction54.8
View detail
SC
SG Capital Management LLC
CIK 0001510099
Total reported value
$1.2B
80 stks
2026-06-30
Concentration10.8
Portfolio Stability0.0
Sector conviction100.0
View detail
SW
Summit Wealth Group LLC / Co
CIK 0002081278
Total reported value
$1.2B
396 stks
2026-06-30
Concentration18.6
Portfolio Stability25.2
Sector conviction74.2
View detail
SM
Stadion Money Management, LLC
CIK 0001321220
Total reported value
$1.2B
27 stks
2026-06-30
Concentration42.9
Portfolio Stability15.4
Sector conviction0.0
View detail
SW
Stewart West Indies Trading Co., LTD
CIK 0001307493
Total reported value
$1.2B
19 stks
2018-03-31
Stale — no recent filing
Concentration51.1
Portfolio Stability4.9
Sector conviction81.1
View detail
SW
SVA Wealth Management, LLC
CIK 0001587836
Total reported value
$1.1B
229 stks
2020-12-31
Stale — no recent filing
Concentration16.4
Portfolio Stability23.2
Sector conviction52.7
View detail
SI
Symetra Investment Management Co
CIK 0001811513
Total reported value
$1.1B
6 stks
2026-06-30
Concentration100.0
Portfolio Stability33.5
Sector conviction0.0
View detail
SC
Shellback Capital, LP
CIK 0001591744
Total reported value
$1.1B
89 stks
2026-06-30
Concentration7.5
Portfolio Stability100.0
Sector conviction100.0
View detail
ST
Sentinel Trust Co Lba
CIK 0001114739
Total reported value
$1.1B
136 stks
2026-06-30
Concentration38.6
Portfolio Stability0.0
Sector conviction84.0
View detail
SR
Shannon River Fund Management LLC
CIK 0001301050
Total reported value
$1.1B
37 stks
2026-06-30
Concentration15.7
Portfolio Stability100.0
Sector conviction100.0
View detail
SW
Strategies Wealth Advisors, LLC
CIK 0001976435
Total reported value
$1.1B
202 stks
2026-06-30
Concentration30.0
Portfolio Stability16.1
Sector conviction63.7
View detail
SA
Smith Anglin Financial, LLC
CIK 0001553540
Total reported value
$1.1B
209 stks
2025-06-30
Stale — no recent filing
Concentration24.9
Portfolio Stability0.0
Sector conviction80.6
View detail
SP
Silver Point Capital L.P.
CIK 0001332784
Total reported value
$1.1B
14 stks
2026-06-30
Concentration99.1
Portfolio Stability43.2
Sector conviction100.0
View detail
SR
Swiss Re LTD
CIK 0001519921
Total reported value
$1.1B
238 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction66.3
View detail
SA
Stansberry Asset Management, LLC
CIK 0001725910
Total reported value
$1.1B
145 stks
2026-06-30
Concentration6.1
Portfolio Stability39.2
Sector conviction36.3
View detail
SB
Sheaff Brock Investment Advisors, LLC
CIK 0001666789
Total reported value
$1.1B
461 stks
2025-03-31
Stale — no recent filing
Concentration8.7
Portfolio Stability100.0
Sector conviction91.5
View detail
SG
Steel Grove Capital Advisors, LLC
CIK 0001166308
Total reported value
$1.1B
226 stks
2026-06-30
Concentration41.3
Portfolio Stability18.6
Sector conviction71.1
View detail
SD
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
Total reported value
$1.1B
177 stks
2026-06-30
Concentration25.7
Portfolio Stability16.6
Sector conviction100.0
View detail
SA
Synergy Asset Management, LLC
CIK 0001699080
Total reported value
$1.1B
274 stks
2026-06-30
Concentration9.8
Portfolio Stability68.2
Sector conviction61.7
View detail
SS
Summit Securities Group LLC
CIK 0001531593
Total reported value
$1.0B
1,135 stks
2026-06-30
Concentration10.6
Portfolio Stability100.0
Sector conviction52.1
View detail
SO
Sr One Capital Management, LP
CIK 0001910264
Total reported value
$1.0B
15 stks
2026-06-30
Concentration55.9
Portfolio Stability76.3
Sector conviction100.0
View detail
SC
Sierra Capital LLC
CIK 0001787274
Total reported value
$1.0B
301 stks
2026-06-30
Concentration7.7
Portfolio Stability20.1
Sector conviction79.8
View detail
SE
Seeyond
CIK 0001767840
Total reported value
$1.0B
602 stks
2022-12-31
Stale — no recent filing
Concentration2.0
Portfolio Stability0.0
Sector conviction55.0
View detail
SV
Silicon Valley Capital Partners
CIK 0001673633
Total reported value
$1.0B
454 stks
2026-03-31
Concentration20.4
Portfolio Stability18.4
Sector conviction100.0
View detail
SG
Steigerwald, Gordon & Koch Inc.
CIK 0001731876
Total reported value
$1.0B
765 stks
2026-06-30
Concentration9.1
Portfolio Stability18.2
Sector conviction45.1
View detail
SW
Sendero Wealth Management, LLC
CIK 0001639375
Total reported value
$1.0B
330 stks
2026-06-30
Concentration26.5
Portfolio Stability23.6
Sector conviction51.8
View detail
SS
Sheets Smith Wealth Management
CIK 0001157436
Total reported value
$1.0B
408 stks
2026-06-30
Concentration4.9
Portfolio Stability21.3
Sector conviction34.5
View detail
SA
Shell Asset Management Co
CIK 0001211028
Total reported value
$995.7M
1,191 stks
2025-09-30
Stale — no recent filing
Concentration5.9
Portfolio Stability64.9
Sector conviction76.4
View detail
SF
Souders Financial Advisors
CIK 0001811240
Total reported value
$994.1M
224 stks
2026-06-30
Concentration10.2
Portfolio Stability25.8
Sector conviction48.9
View detail
SO
State of Wyoming
CIK 0001821626
Total reported value
$989.1M
1,872 stks
2026-06-30
Concentration17.0
Portfolio Stability63.5
Sector conviction49.4
View detail
SA
Southeast Asset Advisors, LLC
CIK 0001390003
Total reported value
$984.5M
225 stks
2026-06-30
Concentration24.0
Portfolio Stability19.4
Sector conviction46.7
View detail
SG
Stanley-Laman Group, Ltd.
CIK 0001601489
Total reported value
$984.2M
298 stks
2026-06-30
Concentration3.7
Portfolio Stability0.0
Sector conviction73.0
View detail
SC
Stillwater Capital Advisors, LLC
CIK 0001482970
Total reported value
$980.6M
71 stks
2026-06-30
Concentration14.7
Portfolio Stability20.1
Sector conviction55.6
View detail
SI
Seeds Investor LLC
CIK 0002021047
Total reported value
$973.3M
379 stks
2026-06-30
Concentration6.8
Portfolio Stability38.2
Sector conviction100.0
View detail
SW
Stockman Wealth Management, Inc.
CIK 0001389400
Total reported value
$967.7M
178 stks
2026-06-30
Concentration9.1
Portfolio Stability19.3
Sector conviction45.3
View detail
SC
Silverarc Capital Management, LLC
CIK 0001816307
Total reported value
$962.2M
73 stks
2026-06-30
Concentration11.0
Portfolio Stability87.9
Sector conviction100.0
View detail
SC
Sylebra Capital LLC
CIK 0002003074
Total reported value
$944.5M
9 stks
2026-06-30
Concentration100.0
Portfolio Stability62.6
Sector conviction100.0
View detail
SM
Scoggin Management LP
CIK 0001086416
Total reported value
$934.8M
69 stks
2026-06-30
Concentration100.0
Portfolio Stability94.5
Sector conviction100.0
View detail
SA
Sycomore Asset Management
CIK 0001728681
Total reported value
$931.6M
73 stks
2026-06-30
Concentration20.0
Portfolio Stability0.0
Sector conviction100.0
View detail
SA
Silverback Asset Management LLC
CIK 0001278960
Total reported value
$924.8M
68 stks
2026-06-30
Concentration13.5
Portfolio Stability90.1
Sector conviction100.0
View detail
SA
SoftVest Advisors, LLC
CIK 0001803391
Total reported value
$921.1M
9 stks
2026-06-30
Concentration100.0
Portfolio Stability11.8
Sector conviction100.0
View detail
SI
SJS Investment Consulting Inc.
CIK 0001894302
Total reported value
$918.7M
3,488 stks
2026-06-30
Concentration87.6
Portfolio Stability18.2
Sector conviction47.5
View detail
SP
Strategic Planning Group, LLC
CIK 0001875525
Total reported value
$918.0M
75 stks
2026-06-30
Concentration11.6
Portfolio Stability27.2
Sector conviction59.1
View detail
SF
Symphony Financial, Ltd. Co.
CIK 0001800687
Total reported value
$914.3M
371 stks
2026-06-30
Concentration6.0
Portfolio Stability0.0
Sector conviction52.5
View detail
SW
Strategic Wealth Partners Group, LLC
CIK 0001682677
Total reported value
$906.2M
70 stks
2024-03-31
Stale — no recent filing
Concentration28.8
Portfolio Stability0.0
Sector conviction100.0
View detail
SW
SeaCrest Wealth Management, LLC
CIK 0001728121
Total reported value
$903.4M
550 stks
2026-06-30
Concentration8.0
Portfolio Stability33.0
Sector conviction72.3
View detail
SC
Soundwatch Capital LLC
CIK 0001803253
Total reported value
$901.0M
53 stks
2026-06-30
Concentration100.0
Portfolio Stability13.2
Sector conviction100.0
View detail
Showing 151-300 of 1,319 institutions