Institutionelle Investoren in SMITHBRIDGE ASSET MANAGEMENT INC/DE

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.769.820.825 $+318.822.133 $
+58,9 %
2.853.234.056 $+131.859.170 $
+54,9 %
2.687.987.280 $+222.324.435 $
+115,5 %
2.416.690.680 $+95.951.450 $
+16,3 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO896.287.164 $+108.498.921 $
+13,8 %
787.788.243 $+68.028.976 $
+9,5 %
719.759.267 $+100.578.841 $
+16,2 %
619.180.426 $+75.660.929 $
+13,9 %
Strategic Financial Services, Inc.338.968.806 $-13.328.511 $
-3,8 %
352.297.317 $+43.526.839 $
+14,1 %
308.770.478 $+15.230.878 $
+5,2 %
VANTAGEPOINT INVESTMENT ADVISERS LLC251.354.890 $+6.562.704 $
+2,7 %
244.792.186 $+4.182.368 $
+1,7 %
240.609.818 $+9.618.025 $
+4,2 %
230.991.793 $
Invesco Ltd.192.033.997 $+68.920.397 $
+56,0 %
123.113.600 $+3.823.600 $
+3,2 %
119.290.000 $+5.814.400 $
+5,1 %
113.475.600 $+27.216.000 $
+31,6 %
HALBERT HARGROVE GLOBAL ADVISORS, LLC139.970.800 $+9.857.281 $
+7,6 %
130.113.519 $+4.373.056 $
+3,5 %
125.740.463 $+8.571.286 $
+7,3 %
117.169.177 $+7.771.683 $
+7,1 %
Tolleson Wealth Management, Inc.126.096.142 $+5.926.380 $
+4,9 %
120.169.762 $+2.587.327 $
+2,2 %
117.582.435 $+10.340.408 $
+9,6 %
107.242.027 $+9.649.654 $
+9,9 %
AMERIPRISE FINANCIAL INC95.523.626 $-837.312 $
-0,9 %
96.360.938 $+42.106.769 $
+77,6 %
54.254.169 $+3.415.200 $
+6,7 %
50.838.969 $+14.574.928 $
+40,2 %
Compound Planning, Inc.82.480.074 $+7.043.320 $
+9,3 %
75.436.754 $-277.314 $
-0,4 %
75.714.068 $+5.303.355 $
+7,5 %
70.410.713 $+9.765.221 $
+16,1 %
Clearwater Capital Advisors, LLC77.604.891 $+3.791.984 $
+5,1 %
73.812.907 $+4.306.407 $
+6,2 %
69.506.500 $+3.217.292 $
+4,9 %
66.289.208 $+3.179.123 $
+5,0 %
Corient Private Wealth LP32.733.604 $-32.269.244 $
-49,6 %
65.002.848 $+33.788.765 $
+108,2 %
31.214.083 $+1.110.620 $
+3,7 %
JPMORGAN CHASE & CO31.608.448 $+794.579 $
+2,6 %
30.813.869 $+2.399.431 $
+8,4 %
28.414.438 $-27.798.386 $
-49,5 %
56.212.824 $+5.367.045 $
+10,6 %
RAYMOND JAMES FINANCIAL INC54.238.863 $-853.384 $
-1,5 %
55.092.247 $+11.215.609 $
+25,6 %
43.876.638 $+6.806.745 $
+18,4 %
37.069.893 $+4.589.320 $
+14,1 %
Kestra Investment Management, LLC31.496.646 $-2.130.288 $
-6,3 %
33.626.934 $-13.505.225 $
-28,7 %
47.132.159 $+1.905.177 $
+4,2 %
45.226.982 $-67.763.601 $
-60,0 %
ENVESTNET ASSET MANAGEMENT INC43.482.228 $+9.905.984 $
+29,5 %
33.576.244 $-4.692.711 $
-12,3 %
38.268.955 $+1.641.618 $
+4,5 %
36.627.337 $+506.563 $
+1,4 %
WELLS FARGO & COMPANY/MN34.544.829 $+3.941.151 $
+12,9 %
30.603.678 $+4.736.097 $
+18,3 %
25.867.581 $+4.359.462 $
+20,3 %
21.508.119 $+2.296.286 $
+12,0 %
ELEVATION POINT WEALTH PARTNERS, LLC30.359.521 $+29.192.202 $
+2.500,8 %
Sequoia Financial Advisors, LLC15.196.160 $-4.802.866 $
-24,0 %
19.999.026 $-9.931.233 $
-33,2 %
29.930.259 $
Sterling Financial Group, Inc.29.020.314 $+7.669.636 $
+35,9 %
JONES FINANCIAL COMPANIES LLLP29.017.594 $+11.023.913 $
+61,3 %
17.993.681 $+8.667.011 $
+92,9 %
9.326.670 $+3.574.750 $
+62,1 %
5.751.920 $+1.515.745 $
+35,8 %
Modern Wealth Management, LLC26.675.519 $-1.920.366 $
-6,7 %
28.595.885 $+828.185 $
+3,0 %
27.767.700 $+1.206.886 $
+4,5 %
MORGAN STANLEY26.975.581 $+2.572.748 $
+10,5 %
24.402.833 $-2.660.631 $
-9,8 %
27.063.464 $+496.994 $
+1,9 %
26.566.470 $+4.124.770 $
+18,4 %
Integrated Wealth Concepts LLC26.806.373 $+2.134.848 $
+8,7 %
24.671.525 $+23.305.522 $
+1.706,1 %
1.366.003 $-22.392.126 $
-94,3 %
23.758.129 $-22.258.512 $
-48,4 %
Shah Wealth Advisors, LLC26.804.247 $
First Command Advisory Services, Inc.24.520.241 $+1.644.131 $
+7,2 %
22.876.110 $-3.644.777 $
-13,7 %
26.520.887 $+1.467.844 $
+5,9 %
25.053.043 $-976.421 $
-3,8 %
CWM, LLC19.584.537 $-6.245.463 $
-24,2 %
25.830.000 $+421.000 $
+1,7 %
25.409.000 $-3.749.000 $
-12,9 %
AlphaCore Capital LLC22.395.638 $+666.725 $
+3,1 %
21.728.913 $-1.697.900 $
-7,2 %
23.426.813 $
Winthrop Advisory Group LLC22.337.188 $+571.405 $
+2,6 %
21.765.783 $
Thrive Wealth Management, LLC20.859.154 $+7.528.807 $
+56,5 %
13.330.347 $+368.405 $
+2,8 %
12.961.942 $+895.249 $
+7,4 %
12.066.693 $+368.831 $
+3,2 %
Weil Company, Inc.19.660.834 $+1.798.572 $
+10,1 %
17.862.262 $+791.438 $
+4,6 %
17.070.824 $+1.901.781 $
+12,5 %
15.169.043 $+1.033.889 $
+7,3 %
LPL Financial LLC17.292.684 $+3.944.703 $
+29,6 %
13.347.981 $+1.379.490 $
+11,5 %
11.968.491 $+2.068.376 $
+20,9 %
9.900.115 $+1.324.714 $
+15,4 %
BANK OF AMERICA CORP /DE/17.179.663 $+3.773.411 $
+28,1 %
13.406.252 $+323.538 $
+2,5 %
13.082.714 $+151.725 $
+1,2 %
12.930.989 $+1.389.614 $
+12,0 %
UBS Group AG16.176.619 $+1.237.602 $
+8,3 %
14.939.017 $+281.900 $
+1,9 %
14.657.117 $-818.369 $
-5,3 %
15.475.486 $+366.535 $
+2,4 %
FOSTER & MOTLEY INC15.075.000 $+639.000 $
+4,4 %
14.436.000 $-203.000 $
-1,4 %
14.639.000 $+260.000 $
+1,8 %
14.379.000 $+322.000 $
+2,3 %
Conrad Siegel Investment Advisors, Inc.14.782.824 $+838.094 $
+6,0 %
13.944.730 $+2.065.886 $
+17,4 %
11.878.844 $
Acropolis Investment Management, LLC14.703.739 $+551.207 $
+3,9 %
14.152.532 $+1.552.186 $
+12,3 %
12.600.346 $+2.195.863 $
+21,1 %
10.404.483 $+87.116 $
+0,8 %
Farther Finance Advisors, LLC12.144.368 $-2.376.053 $
-16,4 %
14.520.421 $+3.237.059 $
+28,7 %
11.283.362 $+1.018.129 $
+9,9 %
10.265.233 $+3.305.076 $
+47,5 %
DDFG, Inc13.645.589 $+1.064.322 $
+8,5 %
12.581.267 $+1.851.390 $
+17,3 %
10.729.877 $+705.317 $
+7,0 %
10.024.560 $+2.255.139 $
+29,0 %
Stokes Family Office, LLC3.873.953 $-6.649.537 $
-63,2 %
10.523.490 $-35.442 $
-0,3 %
10.558.932 $-3.029.495 $
-22,3 %
13.588.427 $-14.041.218 $
-50,8 %
Heck Capital Advisors, LLC13.392.053 $+254.984 $
+1,9 %
13.137.069 $+123.898 $
+1,0 %
13.013.171 $+10.744.332 $
+473,6 %
2.268.839 $+216.536 $
+10,6 %
HighTower Advisors, LLC12.341.780 $+589.875 $
+5,0 %
11.751.905 $+653.130 $
+5,9 %
11.098.775 $+846.208 $
+8,3 %
10.252.567 $+883.019 $
+9,4 %
JANE STREET GROUP, LLC12.288.000 $+6.504.544 $
+112,5 %
5.783.456 $-1.978.347 $
-25,5 %
7.761.803 $-5.306.526 $
-40,6 %
GOLDMAN SACHS GROUP INC5.163.049 $-6.966.251 $
-57,4 %
12.129.300 $+11.543.911 $
+1.972,0 %
585.389 $-6.614.171 $
-91,9 %
7.199.560 $
Obsido Oy11.718.077 $+515.123 $
+4,6 %
11.202.954 $+1.128.727 $
+11,2 %
10.074.227 $+1.176.720 $
+13,2 %
EXCHANGE TRADED CONCEPTS, LLC11.508.572 $+2.293.246 $
+24,9 %
9.215.326 $+138.074 $
+1,5 %
9.077.252 $+631.184 $
+7,5 %
8.446.068 $+350.160 $
+4,3 %
MERIDIAN MANAGEMENT CO10.907.771 $+513.594 $
+4,9 %
10.394.177 $+164.243 $
+1,6 %
10.229.934 $+647.759 $
+6,8 %
9.582.175 $+552.315 $
+6,1 %
PHILLIPS FINANCIAL MANAGEMENT, LLC6.565.289 $-1.291.030 $
-16,4 %
7.856.319 $-897.400 $
-10,3 %
8.753.719 $-1.916.087 $
-18,0 %
10.669.806 $-228.900 $
-2,1 %
Brio Consultants, LLC9.096.999 $-38.497 $
-0,4 %
9.135.496 $+151.187 $
+1,7 %
8.984.309 $+444.636 $
+5,2 %
8.539.673 $+267.698 $
+3,2 %
Northwest Wealth Advisors, LLC8.706.694 $+1.144.859 $
+15,1 %
7.561.835 $+1.092.803 $
+16,9 %
6.469.032 $
Janney Montgomery Scott LLC8.222.000 $+2.911.000 $
+54,8 %
5.311.000 $+2.721.000 $
+105,1 %
2.590.000 $+1.885.000 $
+267,4 %
705.000 $+63.000 $
+9,8 %
SAGESPRING WEALTH PARTNERS, LLC6.099.543 $+85.303 $
+1,4 %
6.014.240 $-1.113.721 $
-15,6 %
7.127.961 $+902.843 $
+14,5 %
6.225.118 $+1.133.217 $
+22,3 %
RHS Financial, LLC7.101.544 $+1.919.855 $
+37,1 %
5.181.689 $+604.644 $
+13,2 %
4.577.045 $+160.435 $
+3,6 %
4.416.610 $+276.283 $
+6,7 %
New Insight Wealth Advisors7.051.836 $+1.684.590 $
+31,4 %
5.367.246 $+2.510.628 $
+87,9 %
2.856.618 $+1.778.384 $
+164,9 %
1.078.234 $+394.250 $
+57,6 %
COMMONWEALTH EQUITY SERVICES, LLC6.193.550 $-596.700 $
-8,8 %
6.790.250 $+1.688.300 $
+33,1 %
5.101.950 $+1.101.950 $
+27,5 %
4.000.000 $+875.000 $
+28,0 %
Dynasty Wealth Management, LLC6.452.052 $+207.984 $
+3,3 %
6.244.068 $+2.532.995 $
+68,3 %
Beirne Wealth Consulting Services, LLC6.360.275 $+446.311 $
+7,5 %
5.913.964 $+1.738.967 $
+41,7 %
4.174.997 $+270.260 $
+6,9 %
3.904.737 $+199.025 $
+5,4 %
OSAIC HOLDINGS, INC.6.241.369 $+595.111 $
+10,5 %
5.646.258 $+733.652 $
+14,9 %
4.912.606 $+354.709 $
+7,8 %
4.557.897 $+349.333 $
+8,3 %
Avestar Capital, LLC6.202.040 $+573.255 $
+10,2 %
5.628.785 $+186.330 $
+3,4 %
5.442.455 $+302.334 $
+5,9 %
5.140.121 $+145.724 $
+2,9 %
CABOT WEALTH MANAGEMENT INC5.839.195 $+2.329.295 $
+66,4 %
3.509.900 $+950.155 $
+37,1 %
2.559.745 $+307.810 $
+13,7 %
2.251.935 $+320.352 $
+16,6 %
Citizens National Bank Trust Department5.620.736 $+355.136 $
+6,7 %
5.265.600 $+304.646 $
+6,1 %
4.960.954 $+179.609 $
+3,8 %
4.781.345 $+150.437 $
+3,2 %
Kestra Advisory Services, LLC5.459.648 $+1.540.772 $
+39,3 %
3.918.876 $+635.246 $
+19,3 %
3.283.630 $-445.188 $
-11,9 %
3.728.818 $+627.384 $
+20,2 %
YHB Investment Advisors, Inc.5.286.830 $+1.760.366 $
+49,9 %
3.526.464 $
Equitable Holdings, Inc.5.211.539 $+312.648 $
+6,4 %
4.898.891 $+127.744 $
+2,7 %
4.771.147 $+512.365 $
+12,0 %
4.258.782 $+372.308 $
+9,6 %
Vise Technologies, Inc.4.911.449 $+0 $
+0,0 %
4.911.449 $+2.447.591 $
+99,3 %
2.463.858 $+1.566.586 $
+174,6 %
SigFig Wealth Management, LLC4.710.061 $+78.054 $
+1,7 %
4.632.007 $+173.218 $
+3,9 %
4.458.789 $+135.665 $
+3,1 %
4.323.124 $+98.033 $
+2,3 %
Horizon Family Wealth, Inc.4.598.034 $+261.511 $
+6,0 %
4.336.523 $+42.236 $
+1,0 %
4.294.287 $-368.407 $
-7,9 %
4.662.694 $
EVOLVE PRIVATE WEALTH, LLC4.587.649 $+308.596 $
+7,2 %
4.279.053 $+26.782 $
+0,6 %
4.252.271 $
NATIXIS ADVISORS, LLC4.468.000 $+2.683.000 $
+150,3 %
1.785.000 $+1.379.000 $
+339,7 %
406.000 $
Quantinno Capital Management LP4.345.760 $+972.759 $
+28,8 %
3.373.001 $+515.099 $
+18,0 %
2.857.902 $+665.166 $
+30,3 %
2.192.736 $
Focus Partners Wealth4.279.268 $-54.888 $
-1,3 %
4.334.156 $+84.079 $
+2,0 %
4.250.077 $-74.290 $
-1,7 %
4.324.367 $+82.744 $
+2,0 %
Cerity Partners LLC4.269.109 $+266.920 $
+6,7 %
4.002.189 $+1.343.610 $
+50,5 %
2.658.579 $+102.190 $
+4,0 %
2.556.389 $+116.036 $
+4,8 %
Ipsen Advisor Group LLC4.242.411 $+394.033 $
+10,2 %
3.848.378 $+1.431.322 $
+59,2 %
2.417.056 $
Mariner, LLC3.983.632 $-90.198 $
-2,2 %
4.073.830 $+1.007.268 $
+32,8 %
3.066.562 $+144.694 $
+5,0 %
2.921.868 $+136.592 $
+4,9 %
CITIGROUP INC3.985.981 $+3.756.273 $
+1.635,2 %
229.708 $-38.506 $
-14,4 %
268.214 $+113.837 $
+73,7 %
154.377 $+14.205 $
+10,1 %
Cetera Investment Advisers3.884.835 $+1.933.740 $
+99,1 %
1.951.095 $+244.673 $
+14,3 %
1.706.422 $+333.503 $
+24,3 %
1.372.919 $+988.256 $
+256,9 %
PRINCIPAL SECURITIES, INC.3.833.395 $+1.949.329 $
+103,5 %
1.884.066 $+124.085 $
+7,1 %
1.759.981 $+165.074 $
+10,4 %
1.594.907 $+297.111 $
+22,9 %
Alchemi Wealth, LLC3.811.869 $+309.243 $
+8,8 %
3.502.626 $+239.926 $
+7,4 %
3.262.700 $
AlTi Global, Inc.3.747.028 $+76.655 $
+2,1 %
3.670.373 $+113.992 $
+3,2 %
3.556.381 $+433.048 $
+13,9 %
3.123.333 $+243.676 $
+8,5 %
Atria Investments, Inc2.864.415 $+123.228 $
+4,5 %
2.741.187 $-165.714 $
-5,7 %
2.906.901 $-705.394 $
-19,5 %
3.612.295 $+140.004 $
+4,0 %
Cambridge Investment Research Advisors, Inc.3.334.000 $+1.582.000 $
+90,3 %
1.752.000 $+523.000 $
+42,6 %
1.229.000 $+228.000 $
+22,8 %
1.001.000 $-2.042.000 $
-67,1 %
Kingsview Wealth Management, LLC3.196.396 $+161.607 $
+5,3 %
3.034.789 $+239.288 $
+8,6 %
2.795.501 $+116.902 $
+4,4 %
2.678.599 $+264.460 $
+11,0 %
Creative Planning3.086.809 $+143.203 $
+4,9 %
2.943.606 $+393.907 $
+15,4 %
2.549.699 $+109.543 $
+4,5 %
2.440.156 $+19.034 $
+0,8 %
Diversify Advisory Services, LLC2.716.822 $+395.778 $
+17,1 %
2.321.044 $+127.299 $
+5,8 %
2.193.745 $+107.005 $
+5,1 %
DIVERSIFY WEALTH MANAGEMENT, LLC2.716.822 $+262.412 $
+10,7 %
2.454.410 $
OLD MISSION CAPITAL LLC2.670.714 $
AQR CAPITAL MANAGEMENT LLC2.630.512 $+413.124 $
+18,6 %
2.217.388 $+263.807 $
+13,5 %
1.953.581 $+248.091 $
+14,5 %
1.705.490 $+454.608 $
+36,3 %
Daybright Advisory Services, Inc.2.545.111 $
Western Wealth Management, LLC2.538.036 $+146.040 $
+6,1 %
2.391.996 $+111.807 $
+4,9 %
2.280.189 $+1.996.986 $
+705,1 %
283.203 $
Rockefeller Capital Management L.P.2.505.409 $+108.910 $
+4,5 %
2.396.499 $+24.277 $
+1,0 %
2.372.222 $+26.925 $
+1,1 %
2.345.297 $-2.121.883 $
-47,5 %
Stonebridge Wealth Management, LLC2.445.967 $+82.459 $
+3,5 %
2.363.508 $+79.973 $
+3,5 %
2.283.535 $-85.663 $
-3,6 %
2.369.198 $+115.324 $
+5,1 %
Stratos Investment Management, LLC2.435.797 $+97.884 $
+4,2 %
2.337.913 $+27.272 $
+1,2 %
2.310.641 $+77.657 $
+3,5 %
2.232.984 $+118.921 $
+5,6 %
IFP Advisors, Inc2.392.924 $+17.728 $
+0,7 %
2.375.196 $+2.278.518 $
+2.356,8 %
96.678 $+30.927 $
+47,0 %
65.751 $+22.382 $
+51,6 %
MAGNOLIA CAPITAL ADVISORS LLC2.204.140 $+199.259 $
+9,9 %
2.004.881 $-230.410 $
-10,3 %
2.235.291 $+478.251 $
+27,2 %
1.757.040 $+196.460 $
+12,6 %
Contango Wealth Management LLC404.794 $-1.754.266 $
-81,3 %
2.159.060 $
Arax Advisory Partners2.054.861 $+1.992.795 $
+3.210,8 %
62.066 $+28.466 $
+84,7 %
33.600 $
Clark Capital Management Group, Inc.2.046.853 $
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC638.096 $+17.403 $
+2,8 %
620.693 $-30.783 $
-4,7 %
651.476 $-1.113.392 $
-63,1 %
1.764.868 $-162.930 $
-8,5 %
Sage Mountain Advisors LLC1.746.285 $+85.268 $
+5,1 %
1.661.017 $+51.587 $
+3,2 %
1.609.430 $+78.446 $
+5,1 %
1.530.984 $+71.625 $
+4,9 %
Savant Capital, LLC1.644.784 $+922.798 $
+127,8 %
721.986 $-495.375 $
-40,7 %
1.217.361 $+234.528 $
+23,9 %
982.833 $-5.019 $
-0,5 %
Private Advisor Group, LLC1.621.277 $+1.195.356 $
+280,7 %
425.921 $+16.359 $
+4,0 %
409.562 $+134.814 $
+49,1 %
274.748 $+55.847 $
+25,5 %
LINCOLN CAPITAL CORP1.611.544 $+78.994 $
+5,2 %
1.532.550 $+41.934 $
+2,8 %
1.490.616 $+34.740 $
+2,4 %
1.455.876 $-150.208 $
-9,4 %
Gallacher Capital Management LLC1.475.641 $-105.696 $
-6,7 %
1.581.337 $+110.179 $
+7,5 %
1.471.158 $+343.677 $
+30,5 %
1.127.481 $
MAIMON WEALTH MANAGEMENT LTD.1.524.736 $+318.337 $
+26,4 %
1.206.399 $+210.743 $
+21,2 %
995.656 $
Independent Advisor Alliance1.496.312 $
SHP Wealth Management1.442.611 $+744.370 $
+106,6 %
698.241 $
Bleakley Financial Group, LLC1.336.127 $+116.173 $
+9,5 %
1.219.954 $
LCW Services, LLC362.742 $-56.078 $
-13,4 %
418.820 $-894.956 $
-68,1 %
1.313.776 $
Armbruster Capital Management, Inc.1.203.200 $-105.856 $
-8,1 %
1.309.056 $+71.800 $
+5,8 %
1.237.256 $+60.306 $
+5,1 %
1.176.950 $+55.062 $
+4,9 %
BFI Wealth Solutions, LLC1.288.916 $+33.155 $
+2,6 %
1.255.761 $+64.680 $
+5,4 %
1.191.081 $
LANDMARK WEALTH MANAGEMENT, INC.1.284.957 $+62.743 $
+5,1 %
1.222.214 $+37.959 $
+3,2 %
1.184.255 $+57.722 $
+5,1 %
1.126.533 $+52.704 $
+4,9 %
Edge Financial Advisors LLC1.261.366 $+64.118 $
+5,4 %
1.197.248 $+56.012 $
+4,9 %
Sigma Planning Corp1.251.897 $+74.538 $
+6,3 %
1.177.359 $+120.211 $
+11,4 %
1.057.148 $+46.043 $
+4,6 %
1.011.105 $+100.480 $
+11,0 %
Wedmont Private Capital1.250.916 $+11.115 $
+0,9 %
1.239.801 $+75.993 $
+6,5 %
1.163.808 $+67.361 $
+6,1 %
1.096.447 $+55.700 $
+5,4 %
CIBC WORLD MARKET INC.1.214.833 $+134.511 $
+12,5 %
1.080.322 $+335.024 $
+45,0 %
745.298 $+137.629 $
+22,6 %
607.669 $+190.200 $
+45,6 %
PARK AVENUE SECURITIES LLC1.153.000 $+595.000 $
+106,6 %
558.000 $+199.000 $
+55,4 %
359.000 $+17.000 $
+5,0 %
342.000 $+14.000 $
+4,3 %
Composition Wealth, LLC1.004.194 $-132.932 $
-11,7 %
1.137.126 $
Archer Investment Management, LLC529.039 $+18.351 $
+3,6 %
510.688 $-598.105 $
-53,9 %
1.108.793 $+12.892 $
+1,2 %
1.095.901 $-17.156 $
-1,5 %
ROYAL BANK OF CANADA1.038.000 $+76.000 $
+7,9 %
962.000 $+211.000 $
+28,1 %
751.000 $-355.000 $
-32,1 %
1.106.000 $+214.000 $
+24,0 %
RITHOLTZ WEALTH MANAGEMENT1.105.412 $
NewEdge Advisors, LLC1.086.231 $-5.054 $
-0,5 %
1.091.285 $+31.477 $
+3,0 %
1.059.808 $+197.436 $
+22,9 %
862.372 $+230.903 $
+36,6 %
FMR LLC1.022.150 $+32.780 $
+3,3 %
989.370 $+539.575 $
+120,0 %
449.795 $-22.454 $
-4,8 %
472.249 $+285.600 $
+153,0 %
Baker Ellis Asset Management LLC348.160 $-138.840 $
-28,5 %
487.000 $-268.000 $
-35,5 %
755.000 $-225.343 $
-23,0 %
980.343 $+28.749 $
+3,0 %
NFSG Corp951.865 $+9.018 $
+1,0 %
Barnes Wealth Management Group, Inc914.266 $+175.390 $
+23,7 %
738.876 $+465.340 $
+170,1 %
273.536 $+5.575 $
+2,1 %
267.961 $+9.182 $
+3,5 %
J.W. COLE ADVISORS, INC.892.226 $+50.979 $
+6,1 %
841.247 $+114.424 $
+15,7 %
726.823 $+48.730 $
+7,2 %
678.093 $+143.416 $
+26,8 %
INDEPENDENT FINANCIAL GROUP, LLC847.072 $-5.467 $
-0,6 %
852.539 $+98.726 $
+13,1 %
CAPTRUST FINANCIAL ADVISORS840.991 $+225.852 $
+36,7 %
615.139 $-20.231 $
-3,2 %
635.370 $+36.032 $
+6,0 %
599.338 $-2.636.869 $
-81,5 %
U.S. Capital Wealth Advisors, LLC833.939 $+29.109 $
+3,6 %
804.830 $+3.319 $
+0,4 %
801.511 $+71.727 $
+9,8 %
PARSONS CAPITAL MANAGEMENT INC/RI788.653 $+144.605 $
+22,5 %
644.048 $+131.365 $
+25,6 %
512.683 $+237.684 $
+86,4 %
274.999 $
CITADEL ADVISORS LLC739.926 $-701.054 $
-48,7 %
Wealthspire Advisors, LLC734.637 $+218.114 $
+42,2 %
516.523 $+16.042 $
+3,2 %
500.481 $+27.987 $
+5,9 %
472.494 $+22.104 $
+4,9 %
LexAurum Advisors, LLC696.795 $+12.093 $
+1,8 %
684.702 $-47.412 $
-6,5 %
732.114 $-12.850 $
-1,7 %
Seascape Capital Management703.000 $+68.000 $
+10,7 %
635.000 $+60.000 $
+10,4 %
575.000 $-5.000 $
-0,9 %
580.000 $+106.000 $
+22,4 %
Merit Financial Group, LLC661.503 $+62.624 $
+10,5 %
598.879 $+20.713 $
+3,6 %
578.166 $+35.774 $
+6,6 %
542.392 $+25.375 $
+4,9 %
MML INVESTORS SERVICES, LLC661.034 $+168.307 $
+34,2 %
492.727 $-21.423 $
-4,2 %
514.150 $+46.880 $
+10,0 %
467.270 $+48.270 $
+11,5 %
Ascent Wealth Partners, LLC658.842 $+32.170 $
+5,1 %
626.672 $+19.463 $
+3,2 %
607.209 $+29.597 $
+5,1 %
577.612 $+27.022 $
+4,9 %
HB Wealth Management, LLC524.370 $+25.604 $
+5,1 %
498.766 $-58.160 $
-10,4 %
556.926 $-92.578 $
-14,3 %
649.504 $+169.771 $
+35,4 %
Beacon Pointe Advisors, LLC631.645 $+98.266 $
+18,4 %
533.379 $+16.566 $
+3,2 %
516.813 $+56.627 $
+12,3 %
460.186 $+21.530 $
+4,9 %
O'SHAUGHNESSY ASSET MANAGEMENT, LLC628.367 $+452.229 $
+256,7 %
176.138 $-88.527 $
-33,4 %
264.665 $-9.975 $
-3,6 %
274.640 $+34.859 $
+14,5 %
FIFTH THIRD BANCORP623.206 $+187.010 $
+42,9 %
436.196 $
Capital Advisors, Ltd. LLC583.000 $+21.000 $
+3,7 %
562.000 $-38.000 $
-6,3 %
600.000 $+102.000 $
+20,5 %
498.000 $+44.000 $
+9,7 %
Summit Financial, LLC460.595 $+22.490 $
+5,1 %
438.105 $-160.723 $
-26,8 %
598.828 $+29.188 $
+5,1 %
569.640 $-70.153 $
-11,0 %
ASSETMARK, INC25.190 $-20.004 $
-44,3 %
45.194 $-516.262 $
-92,0 %
561.456 $+557.829 $
+15.379,9 %
3.627 $+170 $
+4,9 %
Foster Victor Wealth Advisors, LLC540.906 $-2.750 $
-0,5 %
543.656 $+27.205 $
+5,3 %
516.451 $+25.292 $
+5,1 %
491.159 $
HORAN Wealth, LLC543.294 $+33.785 $
+6,6 %
509.509 $+8.037 $
+1,6 %
501.472 $+24.443 $
+5,1 %
477.029 $+249.673 $
+109,8 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC271.488 $-11.844 $
-4,2 %
283.332 $-247.904 $
-46,7 %
531.236 $+26.248 $
+5,2 %
504.988 $+257.534 $
+104,1 %
SUMMIT WEALTH GROUP LLC / CO528.138 $+26.099 $
+5,2 %
502.039 $-10.568 $
-2,1 %
512.607 $+65.837 $
+14,7 %
Inspire Advisors, LLC471.798 $-30.054 $
-6,0 %
501.852 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP317.641 $-163.338 $
-34,0 %
480.979 $-2.122.760 $
-81,5 %
Aptus Capital Advisors, LLC466.616 $+32.446 $
+7,5 %
434.170 $+15.372 $
+3,7 %
418.798 $+20.484 $
+5,1 %
398.314 $+18.637 $
+4,9 %
FLOW TRADERS U.S. LLC458.000 $
Blueprint Investment Partners LLC448.040 $+13.915 $
+3,2 %
434.125 $+21.160 $
+5,1 %
412.965 $
Wescott Financial Advisory Group, LLC418.136 $+21.233 $
+5,3 %
396.903 $+20.330 $
+5,4 %
376.573 $-10.034 $
-2,6 %
386.607 $+21.544 $
+5,9 %
Rockwood Wealth Management, LLC409.600 $+20.000 $
+5,1 %
389.600 $+12.100 $
+3,2 %
377.500 $+18.400 $
+5,1 %
359.100 $+16.800 $
+4,9 %
ForthRight Wealth Management, LLC407.962 $+29.232 $
+7,7 %
378.730 $+21.653 $
+6,1 %
357.077 $+2.573 $
+0,7 %
354.504 $+16.585 $
+4,9 %
Snowden Capital Advisors LLC390.554 $+17.239 $
+4,6 %
373.315 $+11.594 $
+3,2 %
361.721 $+3.267 $
+0,9 %
358.454 $+16.770 $
+4,9 %
Orgel Wealth Management, LLC386.868 $+45.500 $
+13,3 %
341.368 $+10.602 $
+3,2 %
330.766 $+16.122 $
+5,1 %
314.644 $+15.713 $
+5,3 %
NATIONAL BANK OF CANADA /FI/383.233 $+57.756 $
+17,7 %
325.477 $+96.659 $
+42,2 %
228.818 $+11.096 $
+5,1 %
217.722 $+13.574 $
+6,6 %
GeoWealth Management, LLC362.477 $-8.817 $
-2,4 %
MERCER GLOBAL ADVISORS INC /ADV345.639 $+125.632 $
+57,1 %
220.007 $+1.132 $
+0,5 %
218.875 $+15.193 $
+7,5 %
203.682 $
SageView Advisory Group, LLC343.737 $+20.860 $
+6,5 %
322.877 $+8.933 $
+2,8 %
313.944 $+18.564 $
+6,3 %
295.380 $+13.175 $
+4,7 %
Vanguard Personalized Indexing Management, LLC334.880 $-6.104 $
-1,8 %
340.984 $+15.952 $
+4,9 %
Dala Group, LLC335.258 $+16.370 $
+5,1 %
318.888 $+9.904 $
+3,2 %
308.984 $
Lynx Investment Advisory334.729 $
Sovran Advisors, LLC322.029 $+19.597 $
+6,5 %
302.432 $+26.103 $
+9,4 %
276.329 $+30.884 $
+12,6 %
245.445 $+37.783 $
+18,2 %
WETZEL INVESTMENT ADVISORS, INC.207.380 $-63.896 $
-23,6 %
271.276 $-38.913 $
-12,5 %
310.189 $+23.225 $
+8,1 %
286.964 $
EP Wealth Advisors, LLC305.038 $+23.934 $
+8,5 %
281.104 $+1.331 $
+0,5 %
279.773 $+31.667 $
+12,8 %
Focus Partners Advisor Solutions, LLC289.935 $+15.395 $
+5,6 %
274.540 $+8.527 $
+3,2 %
266.013 $+58.853 $
+28,4 %
XML Financial, LLC283.116 $
Capital Investment Advisory Services, LLC269.312 $-4.499 $
-1,6 %
273.811 $+5.446 $
+2,0 %
268.365 $-5.592 $
-2,0 %
273.957 $-5.360 $
-1,9 %
KILEY JUERGENS WEALTH MANAGEMENT, LLC261.120 $+12.750 $
+5,1 %
248.370 $
FOUNDATIONS INVESTMENT ADVISORS, LLC257.212 $+13.280 $
+5,4 %
243.932 $+7.576 $
+3,2 %
236.356 $+16.946 $
+7,7 %
219.410 $
D.A. DAVIDSON & CO.257.065 $+12.552 $
+5,1 %
244.513 $+26.469 $
+12,1 %
218.044 $
BlackRock, Inc.245.288 $+61.652 $
+33,6 %
183.636 $+5.703 $
+3,2 %
177.933 $
CX Institutional244.000 $-12.000 $
-4,7 %
OpenArc Corporate Advisory, LLC238.007 $
Wealthcare Advisory Partners LLC236.105 $+12.493 $
+5,6 %
223.612 $+6.945 $
+3,2 %
216.667 $+11.262 $
+5,5 %
205.405 $
GTS SECURITIES LLC227.741 $-497.901 $
-68,6 %
Magnus Financial Group LLC222.592 $+7.767 $
+3,6 %
214.825 $
Financial Engines Advisors L.L.C.220.523 $+10.703 $
+5,1 %
Advisory Services Network, LLC213.606 $+10.430 $
+5,1 %
203.176 $-12.284 $
-5,7 %
215.460 $+12.660 $
+6,2 %
MBE Wealth Management, LLC211.817 $+11.523 $
+5,8 %
200.294 $
Mendel Capital Management LLC207.983 $
Schrum Private Wealth Management LLC207.652 $+6.449 $
+3,2 %
201.203 $
Versant Capital Management, Inc172.319 $+8.414 $
+5,1 %
163.905 $-4.158 $
-2,5 %
168.063 $+8.192 $
+5,1 %
159.871 $+7.479 $
+4,9 %
Parkside Financial Bank & Trust134.412 $+4.174 $
+3,2 %
130.238 $+6.348 $
+5,1 %
123.890 $+5.796 $
+4,9 %
Destiny Wealth Partners, LLC130.126 $
US BANCORP \DE\55.992 $+11.500 $
+25,8 %
44.492 $-47.694 $
-51,7 %
92.186 $-35.007 $
-27,5 %
127.193 $-8.940 $
-6,6 %
10Elms LLP102.529 $+20.100 $
+24,4 %
82.429 $+4.324 $
+5,5 %
78.105 $+3.807 $
+5,1 %
74.298 $+3.476 $
+4,9 %
Operose Advisors LLC32.768 $+1.600 $
+5,1 %
31.168 $+968 $
+3,2 %
30.200 $-60.688 $
-66,8 %
90.888 $+63.504 $
+231,9 %
Global Retirement Partners, LLC71.311 $-6.567 $
-8,4 %
77.878 $+11.193 $
+16,8 %
66.685 $+59.154 $
+785,5 %
Allworth Financial LP66.741 $+3.266 $
+5,1 %
63.475 $-13.808 $
-17,9 %
77.283 $+3.749 $
+5,1 %
73.534 $+4.399 $
+6,4 %
Russell Investments Group, Ltd.62.122 $+12.389 $
+24,9 %
49.733 $-12.299 $
-19,8 %
62.032 $+4.836 $
+8,5 %
57.196 $+28.741 $
+101,0 %
PRIVATE TRUST CO NA60.702 $+48.924 $
+415,4 %
11.778 $-16.530 $
-58,4 %
Buck Wealth Strategies, LLC56.197 $
MASECO LLP53.485 $
CENTRAL TRUST Co42.845 $+2.092 $
+5,1 %
40.753 $+1.266 $
+3,2 %
39.487 $+1.925 $
+5,1 %
37.562 $+1.757 $
+4,9 %
Stone House Investment Management, LLC41.648 $+1.293 $
+3,2 %
40.355 $+1.967 $
+5,1 %
38.388 $+1.796 $
+4,9 %
GAMMA Investing LLC41.206 $+2.012 $
+5,1 %
39.194 $+1.217 $
+3,2 %
37.977 $+1.852 $
+5,1 %
36.125 $+1.690 $
+4,9 %
Strategic Wealth Partners, Ltd.39.854 $+1.829 $
+4,8 %
38.025 $+1.181 $
+3,2 %
36.844 $+1.796 $
+5,1 %
35.048 $+1.640 $
+4,9 %
Root Financial Partners, LLC37.775 $+1.173 $
+3,2 %
36.602 $+1.784 $
+5,1 %
34.818 $
Harbor Asset Planning, Inc.36.337 $
BankChampaign, National Association36.278 $
Johnson Financial Group, Inc.32.176 $
Hemington Wealth Management31.000 $+2.000 $
+6,9 %
Legacy Wealth Managment, LLC/ID30.818 $+29.383 $
+2.047,6 %
1.435 $
Larson Financial Group LLC29.713 $
WHITTIER TRUST CO OF NEVADA INC28.854 $+15.018 $
+108,5 %
13.836 $
Monetary Solutions, Ltd27.484 $
VANGUARD ADVISERS INC27.362 $+17.310 $
+172,2 %
10.052 $
Signature Resources Capital Management, LLC24.986 $+1.220 $
+5,1 %
23.766 $+738 $
+3,2 %
23.028 $+1.123 $
+5,1 %
21.905 $-32.041 $
-59,4 %
Ancora Advisors LLC23.060 $+1.126 $
+5,1 %
21.934 $+681 $
+3,2 %
21.253 $+1.036 $
+5,1 %
20.217 $+946 $
+4,9 %
Bell Investment Advisors, Inc21.547 $+1.404 $
+7,0 %
20.143 $
Colonial Trust Advisors21.299 $+1.040 $
+5,1 %
20.259 $+629 $
+3,2 %
19.630 $+957 $
+5,1 %
18.673 $+873 $
+4,9 %
Pflug Koory, LLC21.129 $+1.378 $
+7,0 %
19.751 $+613 $
+3,2 %
19.138 $+1.183 $
+6,6 %
17.955 $+840 $
+4,9 %
Blue Trust, Inc.13.844 $+676 $
+5,1 %
13.168 $-7.632 $
-36,7 %
20.800 $+8.662 $
+71,4 %
12.138 $
PNC FINANCIAL SERVICES GROUP, INC.20.480 $+1.000 $
+5,1 %
19.480 $-30.701 $
-61,2 %
1620 INVESTMENT ADVISORS, INC.20.275 $
BARTLETT & CO. WEALTH MANAGEMENT LLC18.842 $+286 $
+1,5 %
18.556 $+1.191 $
+6,9 %
17.365 $+846 $
+5,1 %
16.519 $+773 $
+4,9 %
BLAIR WILLIAM & CO/IL16.930 $+3.294 $
+24,2 %
13.636 $+9.861 $
+261,2 %
3.775 $+184 $
+5,1 %
3.591 $-688 $
-16,1 %
Smartleaf Asset Management LLC16.560 $+1.239 $
+8,1 %
15.321 $-1.090 $
-6,6 %
16.411 $+914 $
+5,9 %
15.497 $+189 $
+1,2 %
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC13.792 $
MAI Capital Management13.636 $+1.367 $
+11,1 %
12.269 $+598 $
+5,1 %
11.671 $+546 $
+4,9 %
Sunbelt Securities, Inc.12.779 $+6.815 $
+114,3 %
5.964 $+290 $
+5,1 %
5.674 $+16 $
+0,3 %
Ameritas Advisory Services, LLC11.814 $
AMERIFLEX GROUP, INC.11.688 $+5.131 $
+78,3 %
Wagner Wealth Management, LLC6.979 $
COMPASS FINANCIAL MANAGEMENT LLC6.682 $
HighMark Wealth Management LLC6.401 $+417 $
+7,0 %
5.984 $+185 $
+3,2 %
5.799 $+359 $
+6,6 %
5.440 $+254 $
+4,9 %
Geneos Wealth Management Inc.6.349 $
Ashton Thomas Private Wealth, LLC5.284 $
Piscataqua Savings Bank4.709 $
CREATIVE FINANCIAL DESIGNS INC /ADV4.225 $+274 $
+6,9 %
3.951 $+123 $
+3,2 %
3.828 $
North Capital, Inc.3.922 $+218 $
+5,9 %
COUNTRY TRUST BANK2.949 $
TSFG, LLC2.000 $
GUARDIAN WEALTH ADVISORS, LLC / NC1.948 $
MARK SHEPTOFF FINANCIAL PLANNING, LLC1.321 $+64 $
+5,1 %
1.257 $+59 $
+4,9 %
HARBOUR INVESTMENTS, INC.1.229 $+60 $
+5,1 %
1.169 $+36 $
+3,2 %
1.133 $+56 $
+5,2 %
1.077 $+50 $
+4,9 %
AE Wealth Management LLC451 $-562 $
-55,5 %
1.013 $+69 $
+7,3 %
944 $+46 $
+5,1 %
898 $+42 $
+4,9 %
2.769.820.825 $+318.822.133 $
+58,9 %
2.853.234.056 $+131.859.170 $
+54,9 %
2.687.987.280 $+222.324.435 $
+115,5 %
2.416.690.680 $+95.951.450 $
+16,3 %
Erweitert ×