Institutionelle Investoren in SlateStone Wealth, LLC

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.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt422.916.169 $+39.459.802 $
+113,6 %
1.051.744.981 $+149.326.511 $
+244,7 %
893.412.259 $-23.009.570 $
+12,2 %
932.010.989 $+63.608.129 $
+14,1 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC115.802.897 $+43.058.573 $
+59,2 %
72.744.324 $+9.144.123 $
+14,4 %
63.600.201 $-13.392.901 $
-17,4 %
76.993.102 $+3.160.053 $
+4,3 %
Berman McAleer LLC74.862.625 $-2.310.681 $
-3,0 %
77.173.306 $+17.638.539 $
+29,6 %
59.534.767 $-2.894.092 $
-4,6 %
62.428.859 $-4.332.597 $
-6,5 %
LPL Financial LLC73.133.486 $+9.919.169 $
+15,7 %
63.214.317 $-5.418.575 $
-7,9 %
68.632.892 $+8.997.807 $
+15,1 %
MORGAN STANLEY68.289.249 $+935.249 $
+1,4 %
67.354.000 $+3.965.269 $
+6,3 %
63.388.731 $+6.132.329 $
+10,7 %
WELLS FARGO & COMPANY/MN57.194.161 $+4.430.639 $
+8,4 %
52.763.522 $-2.158.622 $
-3,9 %
54.922.144 $+7.832.470 $
+16,6 %
Ameritas Advisory Services, LLC53.120.988 $+27.698.018 $
+108,9 %
25.422.970 $-2.093.667 $
-7,6 %
27.516.637 $+25.777.791 $
+1.482,5 %
ROYAL BANK OF CANADA43.442.000 $+12.552.000 $
+40,6 %
30.890.000 $+9.916.000 $
+47,3 %
20.974.000 $-2.281.000 $
-9,8 %
BANK OF AMERICA CORP /DE/38.704.275 $+723.632 $
+1,9 %
37.980.643 $+7.027.251 $
+22,7 %
30.953.392 $+13.659.888 $
+79,0 %
Cetera Investment Advisers34.275.059 $+5.537.778 $
+19,3 %
28.737.281 $+2.753.441 $
+10,6 %
25.983.840 $+845.009 $
+3,4 %
PARTNERS WEALTH MANAGEMENT, LLC31.921.068 $+24.253.957 $
+316,3 %
7.667.111 $+2.018.996 $
+35,7 %
5.648.115 $-968.378 $
-14,6 %
6.616.493 $-387.042 $
-5,5 %
KESTRA PRIVATE WEALTH SERVICES, LLC24.205.644 $-1.451.006 $
-5,7 %
25.656.650 $+104.176 $
+0,4 %
25.552.474 $-5.132.120 $
-16,7 %
30.684.594 $+934.042 $
+3,1 %
UBS Group AG28.704.367 $+3.823.198 $
+15,4 %
24.881.169 $-389.029 $
-1,5 %
25.270.198 $+351.281 $
+1,4 %
Meeder Advisory Services, Inc.27.773.967 $+1.996.295 $
+7,7 %
25.777.672 $+2.369.137 $
+10,1 %
23.408.535 $+2.045.416 $
+9,6 %
Octavia Wealth Advisors, LLC9.407.796 $+2.901.319 $
+44,6 %
6.506.477 $-18.918.302 $
-74,4 %
25.424.779 $-595.190 $
-2,3 %
Vise Technologies, Inc.23.988.184 $+4.688.301 $
+24,3 %
19.299.883 $+13.701.289 $
+244,7 %
5.598.594 $+0 $
+0,0 %
5.598.594 $+3.353.651 $
+149,4 %
OSAIC HOLDINGS, INC.19.770.163 $+5.282.780 $
+36,5 %
14.487.383 $-582.785 $
-3,9 %
15.070.168 $+927.988 $
+6,6 %
CITIGROUP INC9.435.862 $-7.330.229 $
-43,7 %
16.766.091 $-1.970.860 $
-10,5 %
18.736.951 $-963.882 $
-4,9 %
19.700.833 $-463.624 $
-2,3 %
SlateStone Wealth, LLC16.901.000 $-2.236.000 $
-11,7 %
19.137.000 $+3.595.000 $
+23,1 %
15.542.000 $+1.617.000 $
+11,6 %
Cambridge Investment Research Advisors, Inc.9.208.000 $-9.248.000 $
-50,1 %
18.456.000 $+10.317.000 $
+126,8 %
8.139.000 $+2.898.000 $
+55,3 %
5.241.000 $+1.252.000 $
+31,4 %
ENVESTNET ASSET MANAGEMENT INC18.424.592 $+2.791.946 $
+17,9 %
15.632.646 $-877.047 $
-5,3 %
16.509.693 $-532.774 $
-3,1 %
Financial Partners Group, Inc12.645.221 $-4.587.733 $
-26,6 %
17.232.954 $+5.923.855 $
+52,4 %
11.309.099 $+398.747 $
+3,7 %
10.910.352 $+1.491.337 $
+15,8 %
RAYMOND JAMES FINANCIAL INC16.888.885 $+573.224 $
+3,5 %
16.315.661 $-103.263 $
-0,6 %
16.418.924 $+4.567.074 $
+38,5 %
NewEdge Advisors, LLC16.438.526 $+2.053.332 $
+14,3 %
14.385.194 $+485.060 $
+3,5 %
13.900.134 $+1.809.934 $
+15,0 %
Manhattan West Asset Management, LLC13.081.200 $+2.242.932 $
+20,7 %
10.838.268 $+666.488 $
+6,6 %
10.171.780 $-22.015 $
-0,2 %
COMMONWEALTH EQUITY SERVICES, LLC11.737.703 $+1.661.163 $
+16,5 %
10.076.540 $+2.101.547 $
+26,4 %
7.974.993 $-8.657 $
-0,1 %
7.983.650 $-560.350 $
-6,6 %
JPMORGAN CHASE & CO11.587.782 $+2.549.670 $
+28,2 %
9.038.112 $+42.777 $
+0,5 %
8.995.335 $-2.501.057 $
-21,8 %
Principle Wealth Partners LLC9.387.279 $-1.424.120 $
-13,2 %
10.811.399 $+126.450 $
+1,2 %
10.684.949 $-344.480 $
-3,1 %
11.029.429 $-2.621.092 $
-19,2 %
Encompass More Asset Management207.355 $-10.500.033 $
-98,1 %
10.707.388 $-893.572 $
-7,7 %
Stratos Wealth Partners, LTD.10.701.373 $+2.749.301 $
+34,6 %
7.952.072 $-454.774 $
-5,4 %
8.406.846 $-160.056 $
-1,9 %
WealthPlan Investment Management, LLC3.921.880 $-1.037.228 $
-20,9 %
4.959.108 $+48.533 $
+1,0 %
4.910.575 $-4.964.206 $
-50,3 %
9.874.781 $-2.718.652 $
-21,6 %
EnRich Financial Partners LLC8.380.124 $-706.122 $
-7,8 %
9.086.246 $+577.537 $
+6,8 %
8.508.709 $+32.904 $
+0,4 %
8.475.805 $+163.908 $
+2,0 %
JANE STREET GROUP, LLC8.874.931 $+6.074.777 $
+216,9 %
2.800.154 $+2.437.985 $
+673,2 %
362.169 $-2.421.284 $
-87,0 %
Rockefeller Capital Management L.P.7.016.945 $+423.351 $
+6,4 %
6.593.594 $+443.897 $
+7,2 %
6.149.697 $+204.220 $
+3,4 %
ASHTON THOMAS SECURITIES, LLC3.751.927 $-304.843 $
-7,5 %
4.056.770 $-2.898.332 $
-41,7 %
6.955.102 $+393.937 $
+6,0 %
6.561.165 $-130.381 $
-1,9 %
HighTower Advisors, LLC6.632.087 $+441.119 $
+7,1 %
6.190.968 $+1.828 $
+0,0 %
6.189.140 $+438.398 $
+7,6 %
MML INVESTORS SERVICES, LLC5.761.651 $+1.050.359 $
+22,3 %
4.711.292 $-711.064 $
-13,1 %
5.422.356 $+600.532 $
+12,5 %
Ocean Park Asset Management, LLC5.639.387 $+110.485 $
+2,0 %
5.528.902 $-45.869 $
-0,8 %
5.574.771 $+49.358 $
+0,9 %
GOLDMAN SACHS GROUP INC5.556.998 $+4.677.354 $
+531,7 %
879.644 $
CWM, LLC4.013.215 $-1.284.785 $
-24,3 %
5.298.000 $-44.000 $
-0,8 %
WealthPLAN Partners, LLC2.031.806 $-893.721 $
-30,5 %
2.925.527 $-631.416 $
-17,8 %
3.556.943 $-1.418.643 $
-28,5 %
4.975.586 $-699.481 $
-12,3 %
VAQUERO PRIVATE WEALTH, LTD4.408.755 $-521.417 $
-10,6 %
4.930.172 $
Plan Group Financial, LLC4.575.695 $-337.342 $
-6,9 %
4.913.037 $+365.735 $
+8,0 %
4.547.302 $+591.947 $
+15,0 %
3.955.355 $+1.100.808 $
+38,6 %
Cyndeo Wealth Partners, LLC4.218.401 $-242.668 $
-5,4 %
4.461.069 $+87.400 $
+2,0 %
4.373.669 $-36.285 $
-0,8 %
4.409.954 $-10.651 $
-0,2 %
Global Retirement Partners, LLC4.427.243 $+393.633 $
+9,8 %
4.033.610 $-201.432 $
-4,8 %
Private Advisor Group, LLC3.631.869 $-620.618 $
-14,6 %
4.252.487 $+102.851 $
+2,5 %
4.149.636 $+237.278 $
+6,1 %
Summit Financial, LLC1.046.319 $-2.679.849 $
-71,9 %
3.726.168 $-329.231 $
-8,1 %
4.055.399 $+341.965 $
+9,2 %
Stewardship Advisors, LLC243.715 $-19.780 $
-7,5 %
263.495 $-239.193 $
-47,6 %
502.688 $-3.415.675 $
-87,2 %
3.918.363 $+267.336 $
+7,3 %
Cornerstone Wealth Management, LLC3.324.634 $-236.354 $
-6,6 %
3.560.988 $-152.087 $
-4,1 %
3.713.075 $-171.123 $
-4,4 %
3.884.198 $+77.114 $
+2,0 %
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3.646.102 $-134.306 $
-3,6 %
3.780.408 $+652.804 $
+20,9 %
3.127.604 $+199.435 $
+6,8 %
2.928.169 $+2.453.837 $
+517,3 %
Equitable Holdings, Inc.3.464.847 $-85.318 $
-2,4 %
3.550.165 $-228.216 $
-6,0 %
3.778.381 $-37.005 $
-1,0 %
MBL Wealth, LLC3.537.993 $-225.074 $
-6,0 %
3.763.067 $+30.701 $
+0,8 %
3.732.366 $+162.691 $
+4,6 %
3.569.675 $+69.138 $
+2,0 %
Crumly & Associates Inc.888.535 $-107.257 $
-10,8 %
995.792 $-2.278.334 $
-69,6 %
3.274.126 $-457.757 $
-12,3 %
3.731.883 $-42.620 $
-1,1 %
Prosperity Financial Group, Inc.3.093.617 $-225.602 $
-6,8 %
3.319.219 $-246.985 $
-6,9 %
Avior Wealth Management, LLC2.419.566 $-257.023 $
-9,6 %
2.676.589 $-466.339 $
-14,8 %
3.142.928 $+2.406.046 $
+326,5 %
736.882 $-30.799 $
-4,0 %
Atlas Private Wealth Advisors2.495.817 $-224.048 $
-8,2 %
2.719.865 $-223.799 $
-7,6 %
2.943.664 $-110.275 $
-3,6 %
3.053.939 $+53.847 $
+1,8 %
OPPENHEIMER & CO INC3.053.119 $+434.029 $
+16,6 %
2.619.090 $+182.285 $
+7,5 %
2.436.805 $+111.172 $
+4,8 %
2.325.633 $+1.053.505 $
+82,8 %
AJ Advisors, LLC3.028.665 $+132.020 $
+4,6 %
2.896.645 $+231.219 $
+8,7 %
TRUIST FINANCIAL CORP3.023.065 $+294.287 $
+10,8 %
2.728.778 $-138.122 $
-4,8 %
2.866.900 $+78.228 $
+2,8 %
2.788.672 $+50.899 $
+1,9 %
D.A. DAVIDSON & CO.2.379.068 $-398.779 $
-14,4 %
2.777.847 $+417.629 $
+17,7 %
2.360.218 $+110.753 $
+4,9 %
2.249.465 $+164.109 $
+7,9 %
Sequoia Financial Advisors, LLC2.195.240 $-206.339 $
-8,6 %
2.401.579 $-310.838 $
-11,5 %
2.712.417 $-152.484 $
-5,3 %
RFG Advisory, LLC2.222.113 $-398.262 $
-15,2 %
2.620.375 $+588.497 $
+29,0 %
2.031.878 $+373.413 $
+22,5 %
1.658.465 $+1.184.126 $
+249,6 %
Janney Montgomery Scott LLC2.610.000 $+2.338.000 $
+859,6 %
272.000 $-1.874.000 $
-87,3 %
2.146.000 $+314.000 $
+17,1 %
GREAT VALLEY ADVISOR GROUP, INC.1.111.686 $-1.394.278 $
-55,6 %
2.505.964 $+1.402.619 $
+127,1 %
1.103.345 $-4.345.130 $
-79,7 %
DAYMARK WEALTH PARTNERS, LLC2.208.899 $-212.987 $
-8,8 %
2.421.886 $+237.994 $
+10,9 %
FIRST HORIZON CORP2.220.075 $-180.180 $
-7,5 %
2.400.255 $+47.025 $
+2,0 %
2.353.230 $-19.523 $
-0,8 %
2.372.753 $+21.008 $
+0,9 %
Logan Stone Capital, LLC2.390.218 $
ShoreHaven Wealth Partners, LLC1.295.335 $-326.246 $
-20,1 %
1.621.581 $+1.069 $
+0,1 %
1.620.512 $-769.529 $
-32,2 %
2.390.041 $+226.341 $
+10,5 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.247.414 $+1.187.082 $
+112,0 %
1.060.332 $+658.397 $
+163,8 %
STEPHENS INC /AR/1.217.002 $-336.510 $
-21,7 %
1.553.512 $-638.912 $
-29,1 %
2.192.424 $-688.060 $
-23,9 %
INTEGRITY ALLIANCE, LLC.2.022.155 $-82.932 $
-3,9 %
2.105.087 $+505.615 $
+31,6 %
1.599.472 $-116.566 $
-6,8 %
1.716.038 $-162.287 $
-8,6 %
IFP Advisors, Inc1.372.948 $-622.561 $
-31,2 %
1.995.509 $+269.189 $
+15,6 %
1.726.320 $+207.327 $
+13,6 %
1.518.993 $-77.438 $
-4,9 %
Sanctuary Advisors, LLC1.958.657 $+940.350 $
+92,3 %
1.018.307 $-8.448 $
-0,8 %
1.026.755 $-494.409 $
-32,5 %
CAPITAL FINANCIAL GROUP INC\CO\ /ADV1.912.498 $+78.639 $
+4,3 %
1.833.859 $-58.303 $
-3,1 %
1.892.162 $
Evergreen Private Wealth LLC1.911.364 $+94.073 $
+5,2 %
1.817.291 $+159.745 $
+9,6 %
Integrated Wealth Concepts LLC1.821.211 $+353.828 $
+24,1 %
1.467.383 $-6.355 $
-0,4 %
1.473.738 $-862.743 $
-36,9 %
Mutual Advisors, LLC1.810.527 $+74.778 $
+4,3 %
1.735.749 $-18.617 $
-1,1 %
1.754.366 $-50.018 $
-2,8 %
FIRETHORN WEALTH PARTNERS, LLC1.766.291 $-27.998 $
-1,6 %
1.794.289 $+927.259 $
+106,9 %
867.030 $+40.854 $
+4,9 %
826.176 $+185.382 $
+28,9 %
Vestmark Advisory Solutions, Inc.1.782.387 $+11.273 $
+0,6 %
1.771.114 $+463.264 $
+35,4 %
1.307.850 $+242.956 $
+22,8 %
ELEVATION POINT WEALTH PARTNERS, LLC1.782.386 $+11.272 $
+0,6 %
1.771.114 $+463.264 $
+35,4 %
1.307.850 $-38.759 $
-2,9 %
ROCKLAND TRUST CO1.195.028 $-516.475 $
-30,2 %
1.711.503 $+8.763 $
+0,5 %
1.702.740 $-70.449 $
-4,0 %
1.773.189 $+15.699 $
+0,9 %
Econ Financial Services Corp1.772.248 $
Boyce & Associates Wealth Consulting, Inc.1.767.000 $+352.207 $
+24,9 %
1.414.793 $-5.560 $
-0,4 %
1.420.353 $+293.799 $
+26,1 %
1.126.554 $+4.178 $
+0,4 %
Synergy Investment Management, LLC451.176 $-99.040 $
-18,0 %
550.216 $-1.190.751 $
-68,4 %
1.740.967 $+411.892 $
+31,0 %
Concurrent Investment Advisors, LLC1.507.184 $-140.700 $
-8,5 %
1.647.884 $+888.955 $
+117,1 %
758.929 $-139.697 $
-15,5 %
898.626 $+215.670 $
+31,6 %
FLOW TRADERS U.S. LLC1.644.000 $+801.000 $
+95,0 %
843.000 $
AMERIPRISE FINANCIAL INC1.624.560 $
STIFEL FINANCIAL CORP1.624.395 $+429.373 $
+35,9 %
1.195.022 $-285.742 $
-19,3 %
1.480.764 $+298.843 $
+25,3 %
Spartan Wealth Advisory Services LLC1.532.139 $-72.669 $
-4,5 %
1.604.808 $
Empirical Asset Management, LLC1.574.215 $+375.227 $
+31,3 %
1.198.988 $-76.927 $
-6,0 %
1.275.915 $-53.744 $
-4,0 %
Main Street Financial Solutions, LLC1.536.018 $+79.678 $
+5,5 %
1.456.340 $+211.723 $
+17,0 %
1.244.617 $+182.959 $
+17,2 %
Stonebridge Financial Planning Group, LLC1.460.910 $+621.143 $
+74,0 %
839.767 $+238.087 $
+39,6 %
601.680 $
Curran Financial Partners, LLC1.456.728 $+88.971 $
+6,5 %
1.367.757 $+594.614 $
+76,9 %
773.143 $-84.643 $
-9,9 %
857.786 $+127.842 $
+17,5 %
OneDigital Investment Advisors LLC1.340.361 $+159.325 $
+13,5 %
1.181.036 $+494.711 $
+72,1 %
686.325 $+6.077 $
+0,9 %
Sowell Financial Services LLC843.462 $-25.604 $
-2,9 %
869.066 $+21.275 $
+2,5 %
847.791 $-491.000 $
-36,7 %
1.338.791 $+20.942 $
+1,6 %
Arax Advisory Partners1.322.883 $+106.481 $
+8,8 %
1.216.402 $-101.486 $
-7,7 %
1.317.888 $
HARBOUR INVESTMENTS, INC.1.322.395 $+73.821 $
+5,9 %
1.248.574 $+371.135 $
+42,3 %
877.439 $+275.010 $
+45,7 %
GSG Advisors LLC1.199.254 $-89.330 $
-6,9 %
1.288.584 $-22.947 $
-1,7 %
1.311.531 $+9.500 $
+0,7 %
1.302.031 $-746.343 $
-36,4 %
Hobart Private Capital, LLC1.004.954 $-296.227 $
-22,8 %
1.301.181 $+292.144 $
+29,0 %
1.009.037 $+128.003 $
+14,5 %
881.034 $+7.800 $
+0,9 %
Arkadios Wealth Advisors1.274.370 $+883.718 $
+226,2 %
390.652 $+70.304 $
+21,9 %
320.348 $
FOUNDATIONS INVESTMENT ADVISORS, LLC719.565 $-528.478 $
-42,3 %
1.248.043 $+427.316 $
+52,1 %
Signal Advisors Wealth, LLC1.138.831 $-92.427 $
-7,5 %
1.231.258 $+24.122 $
+2,0 %
1.207.136 $
Traction Financial Partners, LLC1.216.086 $+129.063 $
+11,9 %
1.087.023 $+106.053 $
+10,8 %
980.970 $-15.244 $
-1,5 %
Triton Wealth Management, PLLC864.172 $-263.183 $
-23,3 %
1.127.355 $+10.840 $
+1,0 %
1.116.515 $-10.020 $
-0,9 %
1.126.535 $-18.217 $
-1,6 %
J.W. COLE ADVISORS, INC.1.123.705 $+481.174 $
+74,9 %
642.531 $+526.788 $
+455,1 %
115.743 $-535.114 $
-82,2 %
High Net Worth Advisory Group LLC1.012.789 $-77.657 $
-7,1 %
1.090.446 $+25.556 $
+2,4 %
1.064.890 $-4.669 $
-0,4 %
1.069.559 $+13.423 $
+1,3 %
Nicht ausgewiesen1.079.716 $+280.294 $
+35,1 %
799.422 $-22.226 $
-2,7 %
821.648 $
Kestra Advisory Services, LLC719.349 $-326.996 $
-31,3 %
1.046.345 $+306.548 $
+41,4 %
739.797 $-293.044 $
-28,4 %
1.032.841 $-520.005 $
-33,5 %
Goldstone Financial Group, LLC1.022.193 $+193.566 $
+23,4 %
828.627 $-168.135 $
-16,9 %
996.762 $-121.793 $
-10,9 %
CAPTRUST FINANCIAL ADVISORS971.500 $+112.470 $
+13,1 %
859.030 $-156.997 $
-15,5 %
1.016.027 $-106.233 $
-9,5 %
COMERICA BANK1.015.501 $-39.671 $
-3,8 %
Platform Technology Partners816.891 $-112.744 $
-12,1 %
929.635 $+23.243 $
+2,6 %
906.392 $-7.246 $
-0,8 %
913.638 $-1.173.052 $
-56,2 %
NATIONS FINANCIAL GROUP INC, /IA/ /ADV906.521 $-4.345 $
-0,5 %
910.866 $+6.823 $
+0,8 %
904.043 $+35.323 $
+4,1 %
SEAMOUNT FINANCIAL GROUP INC783.481 $-59.324 $
-7,0 %
842.805 $-53.947 $
-6,0 %
896.752 $+151.495 $
+20,3 %
745.257 $+10.313 $
+1,4 %
Boyd Wealth Management, LLC872.333 $-23.423 $
-2,6 %
895.756 $+77.973 $
+9,5 %
817.783 $+35.589 $
+4,5 %
782.194 $+8.399 $
+1,1 %
IFG Advisory, LLC867.818 $+27.683 $
+3,3 %
840.135 $+13.418 $
+1,6 %
MGO ONE SEVEN LLC857.625 $
Retirement Planning Group, LLC847.217 $
Prime Capital Investment Advisors, LLC722.564 $-68.776 $
-8,7 %
791.340 $-31.364 $
-3,8 %
822.704 $+345.167 $
+72,3 %
477.537 $-39.711 $
-7,7 %
Capital Investment Advisory Services, LLC723.998 $-97.547 $
-11,9 %
821.545 $+22.786 $
+2,9 %
798.759 $-6.356 $
-0,8 %
805.115 $+12.136 $
+1,5 %
Investors Portfolio Services LLC735.824 $+12.959 $
+1,8 %
722.865 $-94.140 $
-11,5 %
817.005 $
FIFTH THIRD BANCORP748.949 $-65.967 $
-8,1 %
814.916 $
ARBOR CAPITAL MANAGEMENT INC /ADV785.835 $+45.531 $
+6,2 %
Independent Advisor Alliance775.333 $
Milestones Private Investment Advisors LLC671.853 $-90.119 $
-11,8 %
761.972 $+12.076 $
+1,6 %
749.896 $-5.119 $
-0,7 %
755.015 $+10.201 $
+1,4 %
CITADEL ADVISORS LLC750.253 $+10.961 $
+1,5 %
739.292 $+443.827 $
+150,2 %
OLD MISSION CAPITAL LLC732.318 $+334.735 $
+84,2 %
397.583 $
FLAGSHIP HARBOR ADVISORS, LLC729.262 $+722.072 $
+10.042,7 %
7.190 $
Summit Wealth Partners, LLC728.320 $+43.696 $
+6,4 %
684.624 $-5.679 $
-0,8 %
690.303 $+6.111 $
+0,9 %
SAGESPRING WEALTH PARTNERS, LLC291.888 $-14.873 $
-4,8 %
306.761 $-421.210 $
-57,9 %
727.971 $+183.446 $
+33,7 %
COUNTRY TRUST BANK657.636 $-67.483 $
-9,3 %
725.119 $+13.255 $
+1,9 %
711.864 $-13.144 $
-1,8 %
725.008 $-17.098 $
-2,3 %
WealthCare Investment Partners, LLC659.702 $-43.280 $
-6,2 %
702.982 $+251.642 $
+55,8 %
451.340 $-1.812 $
-0,4 %
Steward Partners Investment Advisory, LLC657.640 $+100.069 $
+17,9 %
557.571 $-108.139 $
-16,2 %
665.710 $+75.342 $
+12,8 %
KINGSWOOD WEALTH ADVISORS, LLC607.694 $-49.236 $
-7,5 %
656.930 $+12.949 $
+2,0 %
643.981 $
HRT FINANCIAL LP647.000 $+146.000 $
+29,1 %
501.000 $
WEDBUSH SECURITIES INC622.000 $
GTS SECURITIES LLC608.773 $+189.169 $
+45,1 %
419.604 $+87.657 $
+26,4 %
Dakota Wealth Management593.373 $+248.708 $
+72,2 %
344.665 $-8.516 $
-2,4 %
353.181 $
Marshall Financial Group, LLC550.405 $-17.218 $
-3,0 %
567.623 $-24.938 $
-4,2 %
592.561 $-47.836 $
-7,5 %
TSA Wealth Managment LLC586.691 $
CreativeOne Wealth, LLC449.114 $-117.943 $
-20,8 %
567.057 $+11.785 $
+2,1 %
555.272 $+88.059 $
+18,8 %
Keating Financial Advisory Services, Inc.566.363 $+85.116 $
+17,7 %
481.247 $+68.052 $
+16,5 %
413.195 $
CARY STREET PARTNERS FINANCIAL LLC559.155 $+4.951 $
+0,9 %
Allworth Financial LP558.233 $+556.955 $
+43.580,2 %
1.278 $-93 $
-6,8 %
1.371 $-1.638 $
-54,4 %
Lineweaver Wealth Advisors, LLC553.397 $+137.159 $
+33,0 %
416.238 $
Dynasty Wealth Management, LLC547.456 $+11.357 $
+2,1 %
AdvisorNet Financial, Inc547.206 $+8.890 $
+1,7 %
538.316 $-5.704 $
-1,0 %
544.020 $-3.016 $
-0,6 %
Koshinski Asset Management, Inc.481.705 $-65.202 $
-11,9 %
546.907 $+35.834 $
+7,0 %
511.073 $+52.135 $
+11,4 %
458.938 $
OneAscent Financial Services LLC525.438 $+22.750 $
+4,5 %
502.688 $+38.779 $
+8,4 %
463.909 $-150.728 $
-24,5 %
Bison Wealth, LLC517.295 $+188.288 $
+57,2 %
329.007 $
Advyzon Investment Management, LLC473.796 $-29.748 $
-5,9 %
503.544 $-8.098 $
-1,6 %
511.642 $+46.852 $
+10,1 %
Hedeker Wealth, LLC471.732 $-38.286 $
-7,5 %
510.018 $+36.520 $
+7,7 %
473.498 $-861 $
-0,2 %
474.359 $+9.141 $
+2,0 %
Dynamic Advisor Solutions LLC501.692 $+97.528 $
+24,1 %
404.164 $+19.898 $
+5,2 %
384.266 $-2.708 $
-0,7 %
386.974 $+23.332 $
+6,4 %
Geneos Wealth Management Inc.490.435 $+67.796 $
+16,0 %
422.639 $+133.301 $
+46,1 %
289.338 $+54.943 $
+23,4 %
Gladstone Institutional Advisory LLC392.943 $-75.871 $
-16,2 %
468.814 $+3.613 $
+0,8 %
465.201 $-117.361 $
-20,1 %
Envestnet Portfolio Solutions, Inc.468.175 $+33.839 $
+7,8 %
Orion Porfolio Solutions, LLC387.040 $-18.065 $
-4,5 %
405.105 $-44.568 $
-9,9 %
449.673 $+91.163 $
+25,4 %
Atria Investments, Inc203.749 $-224.131 $
-52,4 %
427.880 $+94.436 $
+28,3 %
333.444 $-25.061 $
-7,0 %
358.505 $-79.090 $
-18,1 %
DHJJ Financial Advisors, Ltd.282.453 $-120.232 $
-29,9 %
402.685 $-23.985 $
-5,6 %
426.670 $-468 $
-0,1 %
427.138 $+3.336 $
+0,8 %
Tower Research Capital LLC (TRC)172.475 $-246.615 $
-58,8 %
419.090 $
Jacobi Capital Management LLC408.130 $+183.331 $
+81,6 %
224.799 $-35.642 $
-13,7 %
260.441 $+4.744 $
+1,9 %
Prospera Financial Services Inc403.339 $+18.136 $
+4,7 %
385.203 $+5.977 $
+1,6 %
379.226 $+24.033 $
+6,8 %
355.193 $-192.672 $
-35,2 %
Mariner, LLC399.461 $+74.858 $
+23,1 %
324.603 $-2.693 $
-0,8 %
327.296 $
Advisory Services Network, LLC249.869 $-119.612 $
-32,4 %
369.481 $-28.455 $
-7,2 %
397.936 $-34.769 $
-8,0 %
Essex Bank364.414 $-29.664 $
-7,5 %
394.078 $
Farther Finance Advisors, LLC391.568 $+261.324 $
+200,6 %
130.244 $+83.469 $
+178,4 %
46.775 $+20.938 $
+81,0 %
25.837 $-31.508 $
-54,9 %
Mattern Wealth Management LLC387.920 $+7.600 $
+2,0 %
380.320 $-3.155 $
-0,8 %
383.475 $+3.395 $
+0,9 %
Creative Planning387.886 $
US BANCORP \DE\15.323 $+300 $
+2,0 %
15.023 $-367.037 $
-96,1 %
382.060 $-188.395 $
-33,0 %
Kovack Advisors, Inc.378.201 $
Brookstone Capital Management373.511 $+14.006 $
+3,9 %
359.505 $+60.954 $
+20,4 %
298.551 $
Landmark Wealth Management, LLC370.735 $+158.535 $
+74,7 %
212.200 $+5.486 $
+2,7 %
206.714 $-44.208 $
-17,6 %
250.922 $+5.961 $
+2,4 %
Nuveen, LLC369.600 $
Genesee Capital Advisors, LLC345.308 $+8.857 $
+2,6 %
336.451 $-29.267 $
-8,0 %
365.718 $+520 $
+0,1 %
CENTAURUS FINANCIAL, INC.364.000 $+68.000 $
+23,0 %
296.000 $-21.000 $
-6,6 %
317.000 $-24.000 $
-7,0 %
Clear Creek Financial Management, LLC298.060 $-65.441 $
-18,0 %
363.501 $+81.020 $
+28,7 %
282.481 $+21.158 $
+8,1 %
261.323 $+61.297 $
+30,6 %
Altus Wealth Group LLC210.967 $-149.842 $
-41,5 %
360.809 $+2.091 $
+0,6 %
358.718 $+18.373 $
+5,4 %
Sigma Planning Corp303.070 $-56.015 $
-15,6 %
359.085 $+44.808 $
+14,3 %
314.277 $-18.481 $
-5,6 %
332.758 $-153.427 $
-31,6 %
Brooklyn Investment Group311.016 $-42.724 $
-12,1 %
353.740 $
AE Wealth Management LLC343.341 $+73.904 $
+27,4 %
269.437 $-44.682 $
-14,2 %
314.119 $+30.908 $
+10,9 %
Elequin Capital, LP295.789 $-44.785 $
-13,1 %
340.574 $-1.121.166 $
-76,7 %
Baird Financial Group, Inc.337.005 $+47.011 $
+16,2 %
289.994 $-2.406 $
-0,8 %
292.400 $-16.415 $
-5,3 %
Kingsview Wealth Management, LLC336.941 $+44.004 $
+15,0 %
292.937 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO336.036 $+1.402 $
+0,4 %
334.634 $+15.103 $
+4,7 %
319.531 $+4.255 $
+1,3 %
CoreCap Advisors, LLC334.357 $+10.104 $
+3,1 %
324.253 $+40.962 $
+14,5 %
283.291 $+101.524 $
+55,9 %
181.767 $+129.363 $
+246,9 %
MERCER GLOBAL ADVISORS INC /ADV332.962 $
Uniting Wealth Partners, LLC330.217 $+19.305 $
+6,2 %
310.912 $
Snowden Capital Advisors LLC247.541 $-77.823 $
-23,9 %
325.364 $+53.240 $
+19,6 %
272.124 $+44.599 $
+19,6 %
Triumph Capital Management311.932 $+94.939 $
+43,8 %
216.993 $+132.609 $
+157,1 %
84.384 $
CRUX WEALTH ADVISORS308.590 $+6.045 $
+2,0 %
302.545 $-2.510 $
-0,8 %
305.055 $
LEVEL FOUR ADVISORY SERVICES, LLC299.765 $+5.873 $
+2,0 %
293.892 $+6.909 $
+2,4 %
286.983 $-28.768 $
-9,1 %
NFSG Corp224.401 $-32.291 $
-12,6 %
256.692 $+59.544 $
+30,2 %
197.148 $-97.363 $
-33,1 %
294.511 $-96.702 $
-24,7 %
Xcel Wealth Management, LLC269.100 $-21.840 $
-7,5 %
290.940 $+5.700 $
+2,0 %
285.240 $-2.366 $
-0,8 %
287.606 $+2.546 $
+0,9 %
INDEPENDENT FINANCIAL GROUP, LLC289.193 $
Chicago Partners Investment Group LLC258.408 $-29.005 $
-10,1 %
287.413 $-1.777 $
-0,6 %
289.190 $+9.194 $
+3,3 %
279.996 $-48.252 $
-14,7 %
TWO SIGMA SECURITIES, LLC286.430 $
LVZ, Inc.282.914 $+52.199 $
+22,6 %
230.715 $
THOROUGHBRED FINANCIAL SERVICES, LLC282.000 $+77.000 $
+37,6 %
205.000 $-15.000 $
-6,8 %
HighPoint Advisor Group LLC278.941 $+18.050 $
+6,9 %
260.891 $+5.632 $
+2,2 %
255.259 $
MONEY CONCEPTS CAPITAL CORP274.405 $
FLAGSTAR SECURITIES, INC255.098 $-17.557 $
-6,4 %
272.655 $+8.250 $
+3,1 %
264.405 $+33.652 $
+14,6 %
230.753 $-136.738 $
-37,2 %
WADDELL & ASSOCIATES, LLC209.962 $-54.836 $
-20,7 %
264.798 $-2.197 $
-0,8 %
266.995 $+2.364 $
+0,9 %
PRINCIPAL SECURITIES, INC.261.718 $+37.977 $
+17,0 %
223.741 $-42.667 $
-16,0 %
266.408 $-105.147 $
-28,3 %
Salvus Wealth Management, LLC266.305 $
SILVER OAK SECURITIES, INCORPORATED260.783 $
CFO4Life Group, LLC260.634 $+5.106 $
+2,0 %
255.528 $-2.119 $
-0,8 %
257.647 $+2.281 $
+0,9 %
Lido Advisors, LLC218.763 $-33.499 $
-13,3 %
252.262 $+0 $
+0,0 %
AQR CAPITAL MANAGEMENT LLC246.219 $+4.823 $
+2,0 %
241.396 $-2.002 $
-0,8 %
243.398 $+2.155 $
+0,9 %
Parallel Advisors, LLC146.480 $-97.958 $
-40,1 %
244.438 $+83.705 $
+52,1 %
160.733 $
Westside Investment Management, Inc.204.157 $-16.569 $
-7,5 %
220.726 $-12.220 $
-5,2 %
232.946 $-1.932 $
-0,8 %
234.878 $-2.672 $
-1,1 %
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors234.692 $
FSB PREMIER WEALTH MANAGEMENT, INC.201.889 $-4.506 $
-2,2 %
206.395 $-27.885 $
-11,9 %
234.280 $+30.960 $
+15,2 %
Aspen Grove Capital, LLC213.356 $
Key FInancial Inc196.219 $-15.925 $
-7,5 %
212.144 $+4.156 $
+2,0 %
207.988 $-1.725 $
-0,8 %
209.713 $+1.702 $
+0,8 %
Ausdal Financial Partners, Inc.211.669 $-44.783 $
-17,5 %
Total Clarity Wealth Management, Inc.206.814 $-95.666 $
-31,6 %
Aurora Private Wealth, Inc.205.000 $
Hughes Financial Services, LLC90.896 $-32.123 $
-26,1 %
123.019 $-13.849 $
-10,1 %
136.868 $-9.811 $
-6,7 %
146.679 $-890 $
-0,6 %
PRIVATE TRUST CO NA128.575 $-9.573 $
-6,9 %
138.148 $+2.707 $
+2,0 %
135.441 $-1.124 $
-0,8 %
136.565 $-21.168 $
-13,4 %
Heritage Wealth Advisors111.467 $
FARMERS & MERCHANTS INVESTMENTS INC98.670 $-12.421 $
-11,2 %
111.091 $+6.503 $
+6,2 %
104.588 $-868 $
-0,8 %
105.456 $+934 $
+0,9 %
Camelot Portfolios, LLC95.869 $
Glen Eagle Advisors, LLC92.955 $+1.821 $
+2,0 %
91.134 $
EverSource Wealth Advisors, LLC90.707 $-6.784 $
-7,0 %
IMG Wealth Management, Inc.81.694 $+1.055 $
+1,3 %
80.639 $
BlackRock, Inc.80.292 $
Farmers & Merchants Trust Co of Chambersburg PA75.000 $
BFC Planning, Inc.74.578 $+21.998 $
+41,8 %
52.580 $+24.490 $
+87,2 %
28.090 $
Capital Analysts, LLC70.000 $+1.000 $
+1,4 %
69.000 $+0 $
+0,0 %
69.000 $+0 $
+0,0 %
DUNCKER STREETT & CO INC62.431 $-5.067 $
-7,5 %
67.498 $+1.322 $
+2,0 %
66.176 $-549 $
-0,8 %
66.725 $+591 $
+0,9 %
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.52.579 $+24.489 $
+87,2 %
28.090 $
Ashton Thomas Private Wealth, LLC46.913 $-3.808 $
-7,5 %
50.721 $+994 $
+2,0 %
49.727 $
MAI Capital Management49.277 $-12.917 $
-20,8 %
Signature Equity Partners, LLC35.879 $-7.469 $
-17,2 %
43.348 $-3.873 $
-8,2 %
47.221 $-124 $
-0,3 %
47.345 $
ROTHSCHILD INVESTMENT LLC30.306 $+593 $
+2,0 %
29.713 $-246 $
-0,8 %
29.959 $+265 $
+0,9 %
Larson Financial Group LLC29.676 $+582 $
+2,0 %
29.094 $+957 $
+3,4 %
28.137 $+249 $
+0,9 %
EVOLUTION WEALTH MANAGEMENT INC.26.103 $-2.118 $
-7,5 %
28.221 $+553 $
+2,0 %
27.668 $-230 $
-0,8 %
27.898 $+247 $
+0,9 %
True Wealth Design, LLC26.147 $
Indiana Trust & Investment Management Co19.273 $
MARSHALL INVESTMENT MANAGEMENT, LLC16.724 $
Cornerstone Planning Group LLC16.535 $+54 $
+0,3 %
16.481 $+251 $
+1,5 %
16.230 $+154 $
+1,0 %
Nicht ausgewiesen15.280 $-1.113 $
-6,8 %
16.393 $-1.227 $
-7,0 %
BROWN BROTHERS HARRIMAN & CO16.390 $+321 $
+2,0 %
16.069 $-133 $
-0,8 %
16.202 $
Mosley Wealth Management15.271 $-836 $
-5,2 %
16.107 $+666 $
+4,3 %
15.441 $
Golden State Wealth Management, LLC14.756 $-1.197 $
-7,5 %
15.953 $+5.256 $
+49,1 %
10.697 $-88 $
-0,8 %
10.785 $+95 $
+0,9 %
Latitude Advisors, LLC12.339 $
Legacy Wealth Managment, LLC/ID11.030 $+2.353 $
+27,1 %
8.677 $
Sound Income Strategies, LLC10.882 $-105 $
-1,0 %
10.987 $+122 $
+1,1 %
TUCKER ASSET MANAGEMENT LLC10.377 $+203 $
+2,0 %
10.174 $-84 $
-0,8 %
10.258 $
TOP Private Wealth LLC.9.416 $
ASSETMARK, INC7.840 $-305 $
-3,7 %
8.145 $+1.889 $
+30,2 %
6.256 $-456 $
-6,8 %
6.712 $-502 $
-7,0 %
AMERIFLEX GROUP, INC.7.710 $+151 $
+2,0 %
7.559 $-7.549 $
-50,0 %
LANARK FINANCIAL, INC.6.772 $-549 $
-7,5 %
7.321 $+143 $
+2,0 %
7.178 $-60 $
-0,8 %
7.238 $
FWL INVESTMENT MANAGEMENT, LLC7.031 $
Rossby Financial, LCC6.304 $+99 $
+1,6 %
6.205 $-26 $
-0,4 %
6.231 $+50 $
+0,8 %
Security National Bank2.357 $+547 $
+30,2 %
1.810 $
FINANCIAL CONSULATE, INC476 $-4 $
-0,8 %
480 $
CIBC Private Wealth Group LLC144 $-2.944 $
-95,3 %
Gesamt422.916.169 $+39.459.802 $
+113,6 %
1.051.744.981 $+149.326.511 $
+244,7 %
893.412.259 $-23.009.570 $
+12,2 %
932.010.989 $+63.608.129 $
+14,1 %
Erweitert ×