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Institutionelle Investoren in THOMSON REUTERS CORP /CAN/ (TRI)

Stark Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Zusätzlich aktuell von 110 Mutual Funds/ETFs gehalten (N-PORT). Sektor: Technologie • Branche: Software.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Total232.028.675 $+44.156.521 $
+20,7 %
33.210.928.572 $-32.850.169 $
-7,4 %
89.761.351 $-7.838.027 $
-23,3 %
34.446.381 $-321.604 $
-9,6 %
Woodbridge CO LTD24.194.499.432 $
Invesco Ltd.848.508.761 $
ROYAL BANK OF CANADA655.976.000 $
1832 Asset Management L.P.626.507.557 $
MORGAN STANLEY362.269.193 $
BANK OF MONTREAL /CAN/353.982.838 $
TLT Family Holdco ULC345.991.607 $
TD ASSET MANAGEMENT INC342.185.975 $
FMR LLC334.368.708 $
VANGUARD CAPITAL MANAGEMENT LLC302.525.674 $
LCC Family Corp.245.696.518 $
FIL Ltd241.474.958 $
GOLDMAN SACHS GROUP INC228.241.668 $
FIRST TRUST ADVISORS LP200.072.613 $
SEG Family Corp.199.294.237 $
Fiera Capital Corp178.187.730 $
GEODE CAPITAL MANAGEMENT, LLC172.889.540 $
TD Waterhouse Canada Inc.143.303.810 $+33.024.933 $
+29,9 %
110.278.877 $
MACKENZIE FINANCIAL CORP125.624.773 $
AGF MANAGEMENT LTD122.739.876 $
CANADA PENSION PLAN INVESTMENT BOARD107.222.623 $
BANK OF AMERICA CORP /DE/104.104.259 $
MANUFACTURERS LIFE INSURANCE COMPANY, THE102.215.143 $
CIBC WORLD MARKET INC.100.711.435 $
VANGUARD FIDUCIARY TRUST CO96.132.637 $
BlackRock, Inc.91.547.957 $
NORGES BANK89.803.541 $
NATIONAL BANK OF CANADA /FI/87.434.334 $
DKRT Investments Corp.80.718.463 $
JPMORGAN CHASE & CO80.594.268 $
STOREBRAND ASSET MANAGEMENT AS76.991.861 $
Legal & General Group Plc74.309.595 $
Clearbridge Investments, LLC63.504.220 $
MARSHALL WACE, LLP12.178.059 $-46.238.398 $
-79,2 %
58.416.457 $
AQR CAPITAL MANAGEMENT LLC58.114.467 $
TORONTO DOMINION BANK54.830.747 $
BANK OF NOVA SCOTIA51.193.078 $
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP50.577.739 $
Vanguard Global Advisers, LLC46.154.849 $
Nicht ausgewiesen46.107.288 $
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.44.698.416 $
CITIGROUP INC43.158.452 $
PJT Investments Corp.42.640.560 $
BNP PARIBAS FINANCIAL MARKETS40.056.195 $
MASSACHUSETTS FINANCIAL SERVICES CO /MA/38.804.766 $
Alberta Investment Management Corp38.770.317 $
CIBC Asset Management Inc37.943.902 $
UBS Group AG37.335.930 $
Quadrature Capital Ltd36.424.775 $
DEARBORN PARTNERS LLC36.391.110 $+16.041.376 $
+78,8 %
20.349.734 $-5.240.250 $
-20,5 %
25.589.984 $+957.689 $
+3,9 %
Swiss National Bank34.437.235 $
RAYMOND JAMES FINANCIAL INC34.045.763 $
CHARLES SCHWAB INVESTMENT MANAGEMENT INC32.104.195 $
ProShare Advisors LLC28.927.595 $
BENJAMIN EDWARDS INC28.225.084 $
DEUTSCHE BANK AG\27.142.127 $
ENVESTNET ASSET MANAGEMENT INC27.067.079 $
Dixon Mitchell Investment Counsel Inc.26.141.097 $
Pictet Asset Management Holding SA25.396.127 $
VANGUARD ASSET MANAGEMENT, Ltd24.300.675 $
SIG North Trading, ULC22.314.939 $
NEOS Investment Management LLC21.517.840 $
TWO SIGMA INVESTMENTS, LP20.704.407 $
SCOTIA CAPITAL INC.19.297.352 $
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp19.285.696 $
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND18.030.449 $
CITADEL ADVISORS LLC17.549.086 $
BARCLAYS PLC16.863.956 $
Privatperson16.590.492 $
Zurcher Kantonalbank (Zurich Cantonalbank)16.369.794 $
Heathbridge Capital Management Ltd.15.550.153 $
MUFG SECURITIES (CANADA), LTD.15.106.904 $
Vest Financial, LLC14.767.102 $+7.126.302 $
+93,3 %
7.640.800 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.441.379 $
GW&K Investment Management, LLC13.746.000 $
BNP Paribas Asset Management Holding S.A.13.412.272 $
Rafferty Asset Management, LLC13.072.345 $
VICTORY CAPITAL MANAGEMENT INC13.007.744 $
Mirae Asset Global Investments Co., Ltd.12.620.955 $
STATE STREET CORP12.613.196 $
STIFEL FINANCIAL CORP12.554.421 $
INTACT INVESTMENT MANAGEMENT INC.11.910.036 $
PUBLIC SECTOR PENSION INVESTMENT BOARD11.857.658 $
NORTHERN TRUST CORP11.595.997 $
DAVIS-REA LTD.11.139.905 $+1.011.845 $
+10,0 %
10.128.060 $
M&G Plc10.948.436 $
DIMENSIONAL FUND ADVISORS LP10.730.255 $
WELLS FARGO & COMPANY/MN10.335.834 $
SG Americas Securities, LLC10.175.000 $
APG Asset Management N.V.9.863.451 $
Aquatic Capital Management LLC9.814.366 $
AVIVA PLC9.420.063 $
Scheer, Rowlett & Associates Investment Management Ltd.9.154.943 $
Point72 Asset Management, L.P.8.907.910 $
Russell Investments Group, Ltd.8.414.724 $
NewGen Asset Management Ltd8.167.000 $
Mn Services Vermogensbeheer B.V.3.718.000 $+606.000 $
+19,5 %
3.112.000 $-2.321.000 $
-42,7 %
5.433.000 $-2.547.000 $
-31,9 %
7.980.000 $-1.279.000 $
-13,8 %
Nuveen, LLC7.578.692 $
LOUISBOURG INVESTMENTS INC.6.926.309 $-364.410 $
-5,0 %
7.290.719 $
Waratah Capital Advisors Ltd.6.950.035 $
Gotham Asset Management, LLC6.706.577 $
Addenda Capital Inc.6.612.558 $+1.081.064 $
+19,5 %
5.531.494 $
GF FUND MANAGEMENT CO. LTD.6.284.997 $
GUGGENHEIM CAPITAL LLC6.239.751 $
JANE STREET GROUP, LLC6.222.926 $
UNITED CAPITAL FINANCIAL ADVISORS, LLC6.018.579 $
FRANKLIN TEMPLETON INC6.001.753 $
PensionDanmark Pensionsforsikringsaktieselskab5.959.621 $+542.514 $
+10,0 %
5.417.107 $
Rathbones Group PLC5.704.232 $
State of Tennessee, Department of Treasury5.625.068 $
Vanguard Investments Australia, Ltd.5.514.490 $
BANK OF NOVA SCOTIA TRUST CO5.492.471 $
D. E. Shaw & Co., Inc.5.294.777 $
Quantinno Capital Management LP5.285.560 $
HRT FINANCIAL LP5.145.000 $
Sumitomo Mitsui Trust Group, Inc.5.124.302 $
NISSAY ASSET MANAGEMENT CORP /JAPAN5.073.095 $
Cerity Partners LLC4.890.376 $
Beutel, Goodman & Co Ltd.4.741.000 $
Numerai GP LLC4.637.059 $
ExodusPoint Capital Management, LP4.605.045 $
Harvest Portfolios Group Inc.4.419.032 $
Creative Planning4.210.980 $
COOPER INVESTORS PTY LTD4.161.150 $+190.355 $
+4,8 %
3.970.795 $
Northwest & Ethical Investments L.P.4.043.920 $
Vestcor Inc4.020.000 $
Walleye Trading LLC3.911.993 $
Polar Asset Management Partners Inc.3.709.615 $
First National Bank of Mount Dora, Trust Investment Services741.848 $-2.908.964 $
-79,7 %
3.650.812 $
iA Global Asset Management Inc.3.630.000 $
Nykredit A/S3.548.644 $
Baird Financial Group, Inc.3.502.827 $
Aviso Financial Inc.3.475.118 $
LPL Financial LLC3.432.337 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.423.715 $+436.077 $
+14,6 %
2.987.638 $
Bridgewater Associates, LP3.361.537 $
STATE OF WISCONSIN INVESTMENT BOARD3.356.441 $
PCJ Investment Counsel Ltd.3.348.713 $
SHELTON CAPITAL MANAGEMENT3.299.386 $
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.3.218.534 $
Daiwa Securities Group Inc.3.128.124 $
Mariner, LLC3.082.602 $
Avanza Fonder AB3.050.160 $+498.668 $
+19,5 %
2.551.492 $
Mitsubishi UFJ Asset Management Co., Ltd.2.932.606 $
HSBC HOLDINGS PLC2.925.295 $
Cambridge Investment Research Advisors, Inc.2.728.000 $
Triasima Portfolio Management inc.2.613.441 $
TUDOR INVESTMENT CORP ET AL1.886.577 $-686.851 $
-26,7 %
2.573.428 $
CREDIT AGRICOLE S A2.457.124 $
Lido Advisors, LLC2.406.203 $
Penbrook Management LLC2.378.250 $+387.428 $
+19,5 %
1.990.822 $
Lansforsakringar Fondforvaltning AB (publ)2.378.200 $
JONES FINANCIAL COMPANIES LLLP2.368.828 $
Arkadios Wealth Advisors2.341.237 $
Louisiana State Employees Retirement System2.316.469 $+307.375 $
+15,3 %
2.009.094 $
NOMURA HOLDINGS INC2.256.542 $
Swiss Life Asset Management Ltd2.152.279 $
USS Investment Management Ltd2.150.479 $
PROFUND ADVISORS LLC2.144.818 $
Callahan Advisors, LLC2.115.743 $
Korea Investment CORP2.054.461 $
AMERIPRISE FINANCIAL INC2.049.144 $
Drexel Morgan & Co.2.010.225 $
Guardian Partners Inc.1.990.583 $+352.173 $
+21,5 %
1.638.410 $
Prosperity Consulting Group, LLC1.936.967 $
SEB Asset Management AB1.934.912 $
Stratos Wealth Partners, LTD.1.910.937 $
Pacer Advisors, Inc.1.823.000 $
BESSEMER GROUP INC1.821.000 $
Twin Tree Management, LP1.796.740 $
Man Group plc1.746.664 $
First American Bank1.662.637 $
EFG International AG1.638.747 $
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1.634.517 $+772.868 $
+89,7 %
861.649 $
CAPITAL FUND MANAGEMENT S.A.1.622.129 $
COMMONWEALTH EQUITY SERVICES, LLC1.609.563 $
CI INVESTMENTS INC.1.591.177 $
MUFG Securities EMEA plc1.575.251 $
Investment Management Corp of Ontario1.531.067 $
Burkett Asset Management Ltd1.525.252 $+271.963 $
+21,7 %
1.253.289 $
Walleye Capital LLC1.479.942 $
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.426.040 $
Squarepoint Ops LLC1.388.717 $
Fairtree Asset Management (Pty) Ltd1.339.796 $
Rodgers Brothers Inc.1.335.713 $
Neuberger Berman Group LLC1.328.353 $
Fideuram Asset Management (Ireland) dac1.324.275 $
Generali Asset Management SPA SGR1.247.249 $
AMERICAN CENTURY COMPANIES INC1.189.070 $
Norinchukin Bank, The1.176.865 $
NOMURA ASSET MANAGEMENT CO LTD1.161.837 $
Nicht ausgewiesen1.140.724 $
Gulf International Bank (UK) Ltd1.139.000 $+184.000 $
+19,3 %
955.000 $-131.000 $
-12,1 %
1.086.000 $
Ameritas Investment Partners, Inc.1.128.679 $
GRIFFIN ASSET MANAGEMENT, INC.1.116.667 $+144.957 $
+14,9 %
971.710 $
Qube Research & Technologies Ltd1.109.302 $
Corient Private Wealth LP1.104.485 $
Jupiter Topco LLC1.099.240 $
E Fund Management Co., Ltd.1.089.314 $
Laird Norton Wetherby Trust Company, LLC1.084.251 $
Utah Retirement Systems1.080.302 $
Nicht ausgewiesen1.072.409 $
Blueshift Asset Management, LLC1.052.563 $
ICONIQ Capital, LLC1.032.554 $
Metatron Capital SICAV plc - Metatron Long Term Equity Fund998.708 $
MACQUARIE GROUP LTD998.007 $
CenterBook Partners LP958.806 $
Beacon Pointe Advisors, LLC949.408 $
China Universal Asset Management Co., Ltd.937.082 $
PNC FINANCIAL SERVICES GROUP, INC.904.659 $
Portside Wealth Group, LLC903.028 $+278.253 $
+44,5 %
624.775 $
RFG Advisory, LLC898.373 $
Schonfeld Strategic Advisors LLC870.602 $
Blue Capital, Inc.855.423 $
Prospera Financial Services Inc855.222 $
Orion Porfolio Solutions, LLC846.579 $
Waterfront Wealth Inc.816.532 $
LAZARD ASSET MANAGEMENT LLC806.661 $
Quantbot Technologies LP785.339 $
Cetera Investment Advisers772.756 $
Atria Investments, Inc765.115 $
ING GROEP NV762.471 $
Alliance Wealth Advisors, LLC /UT742.870 $
WELLINGTON MANAGEMENT GROUP LLP738.192 $
OSAIC HOLDINGS, INC.736.990 $
Evelyn Partners Group Ltd717.001 $
Vanguard Personalized Indexing Management, LLC710.121 $
OPPENHEIMER & CO INC701.545 $
Assenagon Asset Management S.A.486.843 $-207.017 $
-29,8 %
693.860 $
Value Partners Investments Inc.218.242 $-464.244 $
-68,0 %
682.486 $
SIT INVESTMENT ASSOCIATES INC677.000 $
Sanctuary Advisors, LLC662.750 $
Ensign Peak Advisors, Inc657.196 $
QUADRANT CAPITAL GROUP LLC657.125 $+148.566 $
+29,2 %
508.559 $
XCELSIOR ADVISOR PARTNERS LLC654.131 $
Tower Research Capital LLC (TRC)653.442 $
Dynamic Advisor Solutions LLC648.996 $+156.444 $
+31,8 %
492.552 $
Vise Technologies, Inc.646.286 $
Charles Schwab Trust Co643.935 $+103.606 $
+19,2 %
540.329 $
Ethic Inc.633.362 $
Gibbs Wealth Management624.375 $+303.740 $
+94,7 %
320.635 $
HighTower Advisors, LLC621.431 $
EAGLE HARBOR ASSET MANAGEMENT INC /ADV309.448 $-294.318 $
-48,7 %
603.766 $+52.861 $
+9,6 %
550.905 $
Allianz Asset Management GmbH602.575 $
Tidal Investments LLC599.049 $
US BANCORP \DE\590.637 $
Lee Financial Co585.830 $+91.398 $
+18,5 %
494.432 $
Concurrent Investment Advisors, LLC358.719 $-218.150 $
-37,8 %
576.869 $
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors575.729 $
Quilter Plc562.367 $+91.941 $
+19,5 %
470.426 $
KESTRA PRIVATE WEALTH SERVICES, LLC560.056 $
NORDEN GROUP LLC559.662 $+209.694 $
+59,9 %
349.968 $
Unique Wealth Strategies, LLC554.539 $
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.549.190 $
Bond & Devick Financial Network, Inc.538.205 $
Savant Capital, LLC527.871 $
CIBC Bancorp USA Inc.524.240 $
O'SHAUGHNESSY ASSET MANAGEMENT, LLC516.046 $
ICICI Prudential Asset Management Co Ltd514.603 $
EVENTIDE ASSET MANAGEMENT, LLC502.655 $
Sequoia Financial Advisors, LLC502.543 $
CERTIOR FINANCIAL GROUP, LLC494.436 $+80.287 $
+19,4 %
414.149 $
Coastal Bridge Advisors, LLC475.047 $
Integrated Wealth Concepts LLC458.169 $
IFP Advisors, Inc456.380 $+47.867 $
+11,7 %
408.513 $
SIGNATUREFD, LLC452.697 $
Focus Partners Wealth447.086 $
Janney Montgomery Scott LLC440.000 $
Candriam S.C.A.434.937 $
Nicht ausgewiesen430.441 $
NewEdge Advisors, LLC426.367 $
SYON CAPITAL LLC423.541 $
Nicht ausgewiesen421.229 $
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC409.564 $-1.644 $
-0,4 %
411.208 $
INGALLS & SNYDER LLC393.000 $
Catalyst Funds Management Pty Ltd392.016 $
Ninety One UK Ltd391.032 $
Arista Wealth Management, LLC384.502 $
ROYAL LONDON ASSET MANAGEMENT LTD382.542 $
Diversify Advisory Services, LLC379.490 $+169.132 $
+80,4 %
210.358 $
DIVERSIFY WEALTH MANAGEMENT, LLC379.490 $+169.132 $
+80,4 %
210.358 $
CIDEL ASSET MANAGEMENT INC373.140 $
Empower Advisory Group, LLC373.013 $
Crossmark Global Holdings, Inc.361.767 $
Pathstone Holdings, LLC354.284 $
Nicht ausgewiesen350.000 $
CastleKnight Management LP337.705 $
Alpha Family Trust337.705 $
MERCER GLOBAL ADVISORS INC /ADV336.084 $
Caprock Group, LLC335.255 $
FIDUCIARY TRUST CO334.847 $
SEI INVESTMENTS CO333.890 $
Versant Capital Management, Inc331.705 $+105.264 $
+46,5 %
226.441 $
Lombard Odier Asset Management (Switzerland) SA329.410 $
Net Worth Advisory Group329.296 $
Delaney Capital Management Ltd.220.692 $-103.085 $
-31,8 %
323.777 $
FIRST BUSINESS FINANCIAL SERVICES, INC.321.943 $
Rockefeller Capital Management L.P.318.865 $
MIZUHO MARKETS AMERICAS LLC310.019 $
Farther Finance Advisors, LLC307.151 $-2.635 $
-0,9 %
309.786 $
Exit Wealth Advisors, LLC.308.141 $
Venturi Wealth Management, LLC306.998 $
Purpose Unlimited Inc.305.508 $
Wealthfront Advisers LLC301.771 $
Aaron Wealth Advisors LLC299.321 $
Sivia Capital Partners, LLC288.295 $
ELEVATUS WELATH MANAGEMENT285.824 $
Checchi Capital Advisers, LLC275.457 $
Ballentine Partners, LLC258.812 $
FIRST NATIONAL BANK OF OMAHA256.824 $
PAX Financial Group, LLC253.095 $
ANCHYRA PARTNERS LLC250.527 $
Metis Global Partners, LLC248.314 $
Tacita Capital Inc246.506 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO242.723 $
HIGHLINE WEALTH PARTNERS LLC238.945 $+50.941 $
+27,1 %
188.004 $
CFO4Life Group, LLC238.640 $
IEQ CAPITAL, LLC238.271 $
WESTWOOD HOLDINGS GROUP INC235.944 $
GUARDIAN CAPITAL LP235.478 $
Sara-Bay Financial231.353 $
CIGNA INVESTMENTS INC /NEW229.000 $
DAVENPORT & Co LLC221.338 $
AXXCESS WEALTH MANAGEMENT, LLC220.747 $
Key FInancial Inc220.068 $
D.A. DAVIDSON & CO.220.019 $
Kestra Advisory Services, LLC219.801 $
MML INVESTORS SERVICES, LLC219.393 $
Alhambra Investment Management LLC218.409 $
Vident Advisory, LLC212.176 $
SIH Partners, LLLP200.827 $
Moors & Cabot, Inc.200.092 $
Parallel Advisors, LLC199.535 $+7.326 $
+3,8 %
192.209 $
Advisors Asset Management, Inc.199.438 $
RHUMBLINE ADVISERS189.960 $
PICTON MAHONEY ASSET MANAGEMENT169.385 $
E Fund Management (Hong Kong) Co., Ltd.166.035 $
Steward Partners Investment Advisory, LLC157.059 $
Jackson, Grant Investment Advisers, Inc.137.185 $
Larson Financial Group LLC131.815 $
Caitong International Asset Management Co., Ltd123.240 $
Physician Wealth Advisors, Inc.105.701 $+16.680 $
+18,7 %
89.021 $
Cornerstone Planning Group LLC105.407 $
EverSource Wealth Advisors, LLC96.780 $
SBI Securities Co., Ltd.92.561 $+28.368 $
+44,2 %
64.193 $
Manchester Capital Management LLC91.880 $+14.946 $
+19,4 %
76.934 $
GHP Investment Advisors, Inc.89.155 $+14.345 $
+19,2 %
74.810 $
OSLO PENSJONSFORSIKRING AS88.423 $
GAMMA Investing LLC84.580 $+6.667 $
+8,6 %
77.913 $
Hillsdale Investment Management Inc.80.857 $
Hanson & Doremus Investment Management79.000 $
PRIVATE TRUST CO NA78.837 $+19.055 $
+31,9 %
59.782 $
Allworth Financial LP75.372 $
IFG Advisory, LLC73.830 $
JPL Wealth Management, LLC72.034 $
Clearstead Advisors, LLC71.788 $
High Note Wealth, LLC69.583 $
Colonial Trust Co / SC55.630 $
GK Wealth Management LLC52.559 $
Vanguard National Trust Co50.880 $
BROWN BROTHERS HARRIMAN & CO49.084 $
JNBA Financial Advisors48.349 $
HUNTINGTON NATIONAL BANK48.185 $
Continuum Advisory, LLC45.490 $
Cromwell Holdings LLC44.347 $
MassMutual Private Wealth & Trust, FSB37.472 $+8.887 $
+31,1 %
28.585 $
TRUST CO OF TOLEDO NA /OH/36.499 $+5.873 $
+19,2 %
30.626 $
NISA INVESTMENT ADVISORS, LLC32.606 $+3.940 $
+13,7 %
28.666 $
Financial Perspectives, Inc32.096 $
Arax Advisory Partners31.687 $
Bank Julius Baer & Co. Ltd, Zurich30.454 $
CGC Financial Services, LLC30.172 $+4.854 $
+19,2 %
25.318 $
Gold Investment Management Ltd.29.385 $+4.811 $
+19,6 %
24.574 $
Westside Investment Management, Inc.27.114 $
TRUST CO OF VERMONT24.527 $+7.131 $
+41,0 %
17.396 $
WELLINGTON-ALTUS USA INC.23.254 $
ASSETMARK, INC22.117 $+8.541 $
+62,9 %
13.576 $
FIFTH THIRD BANCORP20.581 $
TSFG, LLC20.000 $
Ankerstar Wealth, LLC19.356 $
Brown Shipley& Co Ltd18.435 $+3.003 $
+19,5 %
15.432 $
Cassaday & Co Wealth Management LLC18.047 $
Bare Financial Services, Inc17.477 $
MONTAG A & ASSOCIATES INC16.334 $
Eurizon Capital SGR S.p.A.15.599 $
Asset Dedication, LLC14.619 $
BEACON INVESTMENT ADVISORY SERVICES, INC.9.733 $-4.233 $
-30,3 %
13.966 $
Catalyst Capital Advisors LLC13.557 $
Plato Investment Management Ltd13.474 $
Caldwell Trust Co12.005 $
ROTHSCHILD INVESTMENT LLC11.840 $
Pinnacle Wealth Planning Services, Inc.11.760 $
Measured Wealth Private Client Group, LLC11.679 $
Asset Management One Co., Ltd.11.434 $
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA11.150 $
TOTH FINANCIAL ADVISORY CORP9.733 $
Ares Financial Consulting, LLC9.344 $+1.504 $
+19,2 %
7.840 $
CITY HOLDING CO8.565 $+1.379 $
+19,2 %
7.186 $
Silver Grove Financial Group, Inc.8.330 $
True Wealth Design, LLC8.274 $+3.128 $
+60,8 %
5.146 $
Boreal Capital Management LLC8.165 $
Crewe Advisors LLC7.106 $
Fortitude Family Office, LLC6.910 $
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/6.860 $
Institute for Wealth Management, LLC.6.207 $
Blue Trust, Inc.6.044 $
Roxbury Financial LLC5.961 $+959 $
+19,2 %
5.002 $
Community Financial Services Group, LLC5.862 $
Towne Trust Company, N.A5.799 $
Princeton Global Asset Management LLC5.742 $+923 $
+19,2 %
4.819 $
HARBOUR INVESTMENTS, INC.5.494 $
LRI Investments, LLC5.471 $
Cornerstone Financial Management LLC4.084 $
Murphy & Mullick Capital Management Corp3.838 $
CoreCap Advisors, LLC3.601 $+579 $
+19,2 %
3.022 $
TD Capital Management LLC3.593 $
Bell Investment Advisors, Inc3.104 $
TD PRIVATE CLIENT WEALTH LLC2.613 $
Transamerica Financial Advisors, LLC2.463 $
Phillip James Consulting Co.2.368 $
Global Retirement Partners, LLC2.205 $
Root Financial Partners, LLC2.044 $
Penserra Capital Management LLC2.000 $
Capital Analysts, LLC2.000 $
CREATIVE FINANCIAL DESIGNS INC /ADV1.633 $
FIDUCIARY FINANCIAL ADVISORS1.633 $
ALBION FINANCIAL GROUP /UT1.558 $+251 $
+19,2 %
1.307 $
Bogart Wealth, LLC1.552 $
RAFFA WEALTH MANAGEMENT, LLC735 $-75 $
-9,3 %
810 $-377 $
-31,8 %
1.187 $-211 $
-15,1 %
BOK Financial Private Wealth, Inc.1.144 $
AMERIFLEX GROUP, INC.1.143 $
Godfrey Financial Associates, Inc.1.062 $
FINANCIAL CONSULATE, INC981 $
North Star Investment Management Corp.980 $
SHP Wealth Management898 $
Quarry LP898 $
Anchor Investment Management, LLC898 $
Clark Wealth Partners876 $
Hilton Head Capital Partners, LLC735 $
Bullock Wealth Management Group298 $+43 $
+16,9 %
255 $-97 $
-27,6 %
352 $-176 $
-33,3 %
528 $-82 $
-13,4 %
Strategic Wealth Partners, Ltd.490 $
Buck Wealth Strategies, LLC490 $
MV CAPITAL MANAGEMENT, INC.246 $
ARMSTRONG ADVISORY GROUP, INC246 $
BROWN, LISLE/CUMMINGS, INC.195 $+32 $
+19,6 %
163 $
Stone House Investment Management, LLC163 $
ARVEST INVESTMENTS, INC.0 $+0 $0 $
Total232.028.675 $+44.156.521 $
+20,7 %
33.210.928.572 $-32.850.169 $
-7,4 %
89.761.351 $-7.838.027 $
-23,3 %
34.446.381 $-321.604 $
-9,6 %
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