Institutionelle Investoren in 1620 INVESTMENT ADVISORS, INC.

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 (%)
Gesamt419.239.679 $-27.862.916 $
+49,9 %
1.437.036.223 $+30.270.198 $
+10,9 %
1.238.837.656 $-15.450.172 $
+32,3 %
1.223.623.050 $+30.209.029 $
+18,5 %
Aristotle Capital Management, LLC157.812.575 $
LPL Financial LLC155.428.275 $+7.645.000 $
+5,2 %
147.783.275 $+13.959.007 $
+10,4 %
133.824.268 $+15.448.976 $
+13,1 %
MORGAN STANLEY109.301.646 $+4.633.802 $
+4,4 %
104.667.844 $-1.215.948 $
-1,1 %
105.883.792 $+2.559.473 $
+2,5 %
AMERIPRISE FINANCIAL INC57.216.896 $-36.287.950 $
-38,8 %
93.504.846 $-225.045 $
-0,2 %
93.729.891 $+1.089.191 $
+1,2 %
Intelligence Driven Advisers, LLC61.110.446 $+1.725.073 $
+2,9 %
59.385.373 $+2.212.819 $
+3,9 %
57.172.554 $-8.508.887 $
-13,0 %
65.681.441 $-834.367 $
-1,3 %
NewEdge Advisors, LLC50.743.995 $-1.745.241 $
-3,3 %
52.489.236 $-7.520.502 $
-12,5 %
60.009.738 $+151.751 $
+0,3 %
Mirae Asset Global Investments Co., Ltd.23.144.407 $-29.011.508 $
-55,6 %
52.155.915 $+26.548.096 $
+103,7 %
25.607.819 $-26.875.640 $
-51,2 %
52.483.459 $+480.898 $
+0,9 %
PRUDENT INVESTORS NETWORK, INC.3.379.345 $-4.900.372 $
-59,2 %
8.279.717 $-42.438.212 $
-83,7 %
50.717.929 $+7.904.940 $
+18,5 %
ENVESTNET ASSET MANAGEMENT INC48.892.453 $+5.516.053 $
+12,7 %
43.376.400 $+9.570.729 $
+28,3 %
33.805.671 $-1.737.941 $
-4,9 %
BANK OF AMERICA CORP /DE/34.478.804 $+2.494.033 $
+7,8 %
31.984.771 $+2.211.956 $
+7,4 %
29.772.815 $+5.455.135 $
+22,4 %
CX Institutional23.821.000 $+2.782.000 $
+13,2 %
21.039.000 $-8.939.000 $
-29,8 %
29.978.000 $+12.565.000 $
+72,2 %
17.413.000 $-266.000 $
-1,5 %
GREAT VALLEY ADVISOR GROUP, INC.29.839.514 $+2.863.372 $
+10,6 %
26.976.142 $+3.023.743 $
+12,6 %
23.952.399 $+817.171 $
+3,5 %
Private Advisor Group, LLC27.994.941 $+4.060.377 $
+17,0 %
23.934.564 $+234.937 $
+1,0 %
23.699.627 $-13.026.265 $
-35,5 %
SimpliFi, Inc.23.938.401 $+136.423 $
+0,6 %
23.801.978 $+1.013.047 $
+4,4 %
22.788.931 $+701.991 $
+3,2 %
22.086.940 $+207.365 $
+0,9 %
COMMONWEALTH EQUITY SERVICES, LLC22.194.998 $+298.543 $
+1,4 %
21.896.455 $+5.609.581 $
+34,4 %
16.286.874 $-421.316 $
-2,5 %
16.708.190 $-2.505.810 $
-13,0 %
Granite Bay Wealth Management, LLC19.184.000 $+785.978 $
+4,3 %
18.398.022 $+833.402 $
+4,7 %
17.564.620 $+1.191.824 $
+7,3 %
Flaharty Asset Management, LLC1.359.668 $-16.078.791 $
-92,2 %
17.438.459 $-290.984 $
-1,6 %
17.729.443 $+283.450 $
+1,6 %
Modern Wealth Management, LLC16.835.629 $
Financial Guidance Group, Inc.15.708.600 $+1.148.044 $
+7,9 %
14.560.556 $+742.347 $
+5,4 %
13.818.209 $+726.143 $
+5,5 %
13.092.066 $+792.115 $
+6,4 %
BARINGS LLC15.149.388 $+846.550 $
+5,9 %
14.302.838 $+216.352 $
+1,5 %
14.086.486 $-1.503.242 $
-9,6 %
15.589.728 $-685.304 $
-4,2 %
ARRIEN INVESTMENTS, INC.15.475.655 $+1.090.413 $
+7,6 %
14.385.242 $+864.931 $
+6,4 %
13.520.311 $+164.544 $
+1,2 %
13.355.767 $+1.001.789 $
+8,1 %
KWB Wealth14.284.871 $-779.224 $
-5,2 %
15.064.095 $+508.873 $
+3,5 %
14.555.222 $+0 $
+0,0 %
14.555.222 $+1.041.725 $
+7,7 %
Equitable Holdings, Inc.14.865.757 $+1.437.983 $
+10,7 %
13.427.774 $+563.333 $
+4,4 %
12.864.441 $+1.036.238 $
+8,8 %
JANE STREET GROUP, LLC14.740.753 $+6.969.999 $
+89,7 %
7.770.754 $+1.483.177 $
+23,6 %
6.287.577 $+642.301 $
+11,4 %
Aptus Capital Advisors, LLC14.664.279 $+751.288 $
+5,4 %
13.912.991 $+725.373 $
+5,5 %
13.187.618 $+791.719 $
+6,4 %
Independent Advisor Alliance14.560.730 $
ARQ WEALTH ADVISORS, LLC14.156.532 $-359.869 $
-2,5 %
14.516.401 $+1.713.093 $
+13,4 %
12.803.308 $+948.890 $
+8,0 %
11.854.418 $+1.592.525 $
+15,5 %
Dynamic Advisor Solutions LLC14.294.752 $+559.203 $
+4,1 %
13.735.549 $+1.754.509 $
+14,6 %
11.981.040 $+901.366 $
+8,1 %
11.079.674 $-1.443.579 $
-11,5 %
Financial Enhancement Group LLC12.798.503 $-124.823 $
-1,0 %
12.923.326 $-395.581 $
-3,0 %
13.318.907 $-603.189 $
-4,3 %
13.922.096 $+811.119 $
+6,2 %
Eldridge Investment Advisors, Inc.13.663.975 $+1.480.871 $
+12,2 %
12.183.104 $-149.006 $
-1,2 %
12.332.110 $+622.172 $
+5,3 %
FIRST HAWAIIAN BANK8.164.626 $-4.902.248 $
-37,5 %
13.066.874 $+199.718 $
+1,6 %
12.867.156 $+319.697 $
+2,5 %
12.547.459 $-516.582 $
-4,0 %
PTM WEALTH MANAGEMENT, LLC12.825.376 $+180.508 $
+1,4 %
12.644.868 $+1.263.341 $
+11,1 %
11.381.527 $
Hobart Private Capital, LLC5.190.383 $+123.637 $
+2,4 %
5.066.746 $-6.905.033 $
-57,7 %
11.971.779 $-87.617 $
-0,7 %
12.059.396 $-1.239.453 $
-9,3 %
CWM, LLC11.136.177 $+4.441.177 $
+66,3 %
6.695.000 $+1.254.000 $
+23,0 %
Evergreen Private Wealth LLC10.873.939 $+219.247 $
+2,1 %
10.654.692 $+482.577 $
+4,7 %
10.172.115 $+95.114 $
+0,9 %
10.077.001 $+1.048.802 $
+11,6 %
VICTORY CAPITAL MANAGEMENT INC10.691.975 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.981.132 $+737.163 $
+8,0 %
9.243.969 $+611.960 $
+7,1 %
8.632.009 $+87.740 $
+1,0 %
CAPTRUST FINANCIAL ADVISORS9.533.425 $+431.672 $
+4,7 %
9.101.753 $+206.210 $
+2,3 %
8.895.543 $+49.072 $
+0,6 %
Brio Consultants, LLC9.184.140 $-105.701 $
-1,1 %
9.289.841 $+254.770 $
+2,8 %
9.035.071 $+746.776 $
+9,0 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7.313.704 $-45.567 $
-0,6 %
7.359.271 $-335.778 $
-4,4 %
7.695.049 $-1.578.018 $
-17,0 %
9.273.067 $-150.502 $
-1,6 %
OSAIC HOLDINGS, INC.7.223.002 $-1.783.687 $
-19,8 %
9.006.689 $+1.145.341 $
+14,6 %
7.861.348 $+1.114.933 $
+16,5 %
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9.001.655 $+439.607 $
+5,1 %
8.562.048 $+452.887 $
+5,6 %
8.109.161 $-250.574 $
-3,0 %
HighTower Advisors, LLC8.502.696 $-327.410 $
-3,7 %
8.830.106 $+2.401.355 $
+37,4 %
6.428.751 $+722.931 $
+12,7 %
Eagle Strategies LLC8.310.061 $-91.558 $
-1,1 %
8.401.619 $-41.395 $
-0,5 %
8.443.014 $+707.427 $
+9,1 %
7.735.587 $+493.142 $
+6,8 %
Good Steward Wealth Advisors,LLC8.281.742 $+369.782 $
+4,7 %
7.911.960 $-15.326 $
-0,2 %
7.927.286 $+1.216.603 $
+18,1 %
Cambridge Investment Research Advisors, Inc.6.164.000 $-1.851.000 $
-23,1 %
8.015.000 $+4.461.000 $
+125,5 %
3.554.000 $-1.382.000 $
-28,0 %
4.936.000 $+205.000 $
+4,3 %
RAYMOND JAMES FINANCIAL INC7.989.522 $+1.631.578 $
+25,7 %
6.357.944 $+348.439 $
+5,8 %
6.009.505 $+4.966.062 $
+475,9 %
Cerity Partners LLC7.219.587 $-419.762 $
-5,5 %
7.639.349 $+6.869.832 $
+892,7 %
769.517 $+38.327 $
+5,2 %
PALLADIEM, LLC6.648.277 $-283.127 $
-4,1 %
6.931.404 $+300.623 $
+4,5 %
6.630.781 $
Cetera Investment Advisers4.459.694 $-1.973.848 $
-30,7 %
6.433.542 $+421.581 $
+7,0 %
6.011.961 $+581.397 $
+10,7 %
1620 INVESTMENT ADVISORS, INC.4.499.290 $-1.681.812 $
-27,2 %
6.181.102 $+239.698 $
+4,0 %
5.941.404 $+232.687 $
+4,1 %
5.708.717 $+215.251 $
+3,9 %
FFG RETIREMENT ADVISORS LLC6.050.852 $+743.077 $
+14,0 %
5.307.775 $+1.470.011 $
+38,3 %
3.837.764 $-47.518 $
-1,2 %
3.885.282 $-72.038 $
-1,8 %
Running Point Capital Advisors, LLC6.037.447 $+1.065.561 $
+21,4 %
ROYAL BANK OF CANADA6.034.000 $+3.580.000 $
+145,9 %
2.454.000 $-83.000 $
-3,3 %
2.537.000 $-30.000 $
-1,2 %
MONETA GROUP INVESTMENT ADVISORS LLC5.827.566 $-125.090 $
-2,1 %
5.952.656 $+95.661 $
+1,6 %
5.856.995 $+216.593 $
+3,8 %
MML INVESTORS SERVICES, LLC5.825.950 $+1.044.196 $
+21,8 %
4.781.754 $-26.432 $
-0,5 %
4.808.186 $+355.875 $
+8,0 %
Clark Capital Management Group, Inc.5.510.932 $+1.711.267 $
+45,0 %
3.799.665 $+1.501.406 $
+65,3 %
2.298.259 $+14.981 $
+0,7 %
OLD MISSION CAPITAL LLC5.499.264 $+3.604.779 $
+190,3 %
1.894.485 $
Gateway Wealth Partners, LLC2.737.185 $-2.199.789 $
-44,6 %
4.936.974 $+2.662.133 $
+117,0 %
2.274.841 $+127.736 $
+5,9 %
Sage Mountain Advisors LLC4.551.018 $-305.492 $
-6,3 %
4.856.510 $+233.906 $
+5,1 %
4.622.604 $+78.176 $
+1,7 %
4.544.428 $+139.110 $
+3,2 %
Vise Technologies, Inc.4.844.322 $+351.069 $
+7,8 %
4.493.253 $
MANNING & NAPIER ADVISORS LLC4.813.180 $+1.317.047 $
+37,7 %
3.496.133 $+1.444.096 $
+70,4 %
2.052.037 $+1.028.853 $
+100,6 %
RHS Financial, LLC4.754.490 $+936.261 $
+24,5 %
3.818.229 $
Stanley-Laman Group, Ltd.3.570.742 $-740.882 $
-17,2 %
4.311.624 $+468.311 $
+12,2 %
3.843.313 $+912.961 $
+31,2 %
2.930.352 $+825.034 $
+39,2 %
Advisory Resource Group3.352.685 $-237.675 $
-6,6 %
3.590.360 $+317.653 $
+9,7 %
3.272.707 $-997.322 $
-23,4 %
4.270.029 $+33.025 $
+0,8 %
Sanctuary Advisors, LLC3.312.575 $+13.908 $
+0,4 %
3.298.667 $-914.317 $
-21,7 %
4.212.984 $-3.394.816 $
-44,6 %
JONES FINANCIAL COMPANIES LLLP4.171.424 $+1.807.459 $
+76,5 %
2.363.965 $+2.161.287 $
+1.066,4 %
202.678 $
Johnson & White Wealth Management, LLC4.030.344 $+43.157 $
+1,1 %
3.987.187 $+69.730 $
+1,8 %
3.917.457 $-251.663 $
-6,0 %
4.169.120 $+319.307 $
+8,3 %
GOLDMAN SACHS GROUP INC3.999.977 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.953.289 $+1.786.157 $
+82,4 %
2.167.132 $+422.678 $
+24,2 %
1.744.454 $+1.141.425 $
+189,3 %
Janney Montgomery Scott LLC3.597.000 $+212.000 $
+6,3 %
3.385.000 $-524.000 $
-13,4 %
3.909.000 $+255.000 $
+7,0 %
Privatperson3.764.254 $-141.417 $
-3,6 %
3.905.671 $+318.115 $
+8,9 %
3.587.556 $+67.894 $
+1,9 %
3.519.662 $+151.925 $
+4,5 %
MERCER GLOBAL ADVISORS INC /ADV3.587.601 $+98.837 $
+2,8 %
3.488.764 $-232.605 $
-6,3 %
3.721.369 $+99.917 $
+2,8 %
STIFEL FINANCIAL CORP3.668.655 $+314.754 $
+9,4 %
3.353.901 $+460.987 $
+15,9 %
2.892.914 $+127.705 $
+4,6 %
ADAPT WEALTH ADVISORS, LLC3.557.269 $-59.539 $
-1,6 %
3.616.808 $+52.314 $
+1,5 %
3.564.494 $+81.521 $
+2,3 %
Burk Holdings LLC3.568.872 $+41.836 $
+1,2 %
3.527.036 $+328.566 $
+10,3 %
3.198.470 $+178.900 $
+5,9 %
3.019.570 $+173.128 $
+6,1 %
RESOLUTE WEALTH ADVISOR, INC.3.517.306 $+0 $
+0,0 %
3.517.306 $
Western Wealth Management, LLC3.371.195 $+410.840 $
+13,9 %
2.960.355 $+189.332 $
+6,8 %
2.771.023 $+228.499 $
+9,0 %
BDFS Capital LLC2.730.587 $-385.267 $
-12,4 %
3.115.854 $-230.848 $
-6,9 %
3.346.702 $-15.728 $
-0,5 %
3.362.430 $
CASTLE WEALTH MANAGEMENT LLC3.341.222 $+276.293 $
+9,0 %
3.064.929 $+385.912 $
+14,4 %
2.679.017 $+134.941 $
+5,3 %
Uniting Wealth Partners, LLC3.188.656 $-96.657 $
-2,9 %
3.285.313 $+137.345 $
+4,4 %
3.147.968 $+478.483 $
+17,9 %
CITADEL ADVISORS LLC3.248.187 $+600.589 $
+22,7 %
2.647.598 $-1.064.802 $
-28,7 %
Mutual Advisors, LLC3.244.404 $+386.770 $
+13,5 %
2.857.634 $
IHT Wealth Management, LLC3.134.642 $+124.366 $
+4,1 %
3.010.276 $+83.914 $
+2,9 %
2.926.362 $+107.364 $
+3,8 %
NorthRock Partners, LLC2.739.644 $+14.574 $
+0,5 %
2.725.070 $-280.006 $
-9,3 %
3.005.076 $-140.432 $
-4,5 %
FLOW TRADERS U.S. LLC2.957.000 $+1.584.000 $
+115,4 %
1.373.000 $-1.425.000 $
-50,9 %
2.798.000 $-7.418.000 $
-72,6 %
L & S Advisors Inc2.640.073 $+113.318 $
+4,5 %
2.526.755 $+107.973 $
+4,5 %
2.418.782 $+63.854 $
+2,7 %
21 West Wealth Management LLC2.564.161 $+34.742 $
+1,4 %
2.529.419 $+54.779 $
+2,2 %
2.474.640 $-11.259 $
-0,5 %
2.485.899 $+116.988 $
+4,9 %
PFG Advisors718.997 $-78.697 $
-9,9 %
797.694 $-444.057 $
-35,8 %
1.241.751 $-1.295.697 $
-51,1 %
2.537.448 $+169.263 $
+7,1 %
Betterment LLC2.527.000 $+377.000 $
+17,5 %
2.150.000 $+85.000 $
+4,1 %
2.065.000 $+164.000 $
+8,6 %
Kestra Advisory Services, LLC2.471.453 $+2.165.980 $
+709,1 %
305.473 $+63.084 $
+26,0 %
242.389 $-88.644 $
-26,8 %
331.033 $
Wealthcare Advisory Partners LLC1.955.564 $-45.763 $
-2,3 %
2.001.327 $-285.579 $
-12,5 %
2.286.906 $+69.099 $
+3,1 %
2.217.807 $+121.303 $
+5,8 %
JOURNEY STRATEGIC WEALTH LLC2.277.841 $+28.137 $
+1,3 %
2.249.704 $-440.693 $
-16,4 %
NVWM, LLC2.179.010 $+60.636 $
+2,9 %
2.118.374 $-35.153 $
-1,6 %
2.153.527 $-68.991 $
-3,1 %
2.222.518 $+157.736 $
+7,6 %
Warren Street Wealth Advisors, LLC2.205.232 $+78.177 $
+3,7 %
2.127.055 $+103.094 $
+5,1 %
2.023.961 $+127.687 $
+6,7 %
1.896.274 $-1.125.526 $
-37,2 %
BANK OF MONTREAL /CAN/2.118.955 $+475.631 $
+28,9 %
1.643.324 $+170.753 $
+11,6 %
1.472.571 $+24.869 $
+1,7 %
CHICKASAW CAPITAL MANAGEMENT LLC2.100.000 $+0 $
+0,0 %
2.100.000 $
Mariner, LLC417.411 $-1.424.240 $
-77,3 %
1.841.651 $-188.931 $
-9,3 %
2.030.582 $+165.093 $
+8,8 %
PARK AVENUE SECURITIES LLC1.984.000 $+42.000 $
+2,2 %
1.942.000 $+1.667.000 $
+606,2 %
275.000 $-1.049.000 $
-79,2 %
1.324.000 $+38.000 $
+3,0 %
Empowered Funds, LLC1.974.068 $+120.980 $
+6,5 %
1.853.088 $+597.036 $
+47,5 %
1.256.052 $
Stanich Group LLC1.866.950 $+47.052 $
+2,6 %
1.819.898 $+347.364 $
+23,6 %
1.472.534 $+11.158 $
+0,8 %
1.461.376 $-721 $
-0,0 %
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1.851.510 $+28.761 $
+1,6 %
1.822.749 $+52.111 $
+2,9 %
1.770.638 $+142.748 $
+8,8 %
1.627.890 $+49.553 $
+3,1 %
Summit Financial, LLC1.826.117 $+299.175 $
+19,6 %
1.526.942 $+17.121 $
+1,1 %
1.509.821 $+13.213 $
+0,9 %
Global Retirement Partners, LLC1.747.779 $+90.025 $
+5,4 %
1.657.754 $+857.164 $
+107,1 %
Capital Advisors, Ltd. LLC1.671.000 $-15.000 $
-0,9 %
1.686.000 $+58.000 $
+3,6 %
1.628.000 $+62.000 $
+4,0 %
1.566.000 $+127.000 $
+8,8 %
Golden State Wealth Management, LLC1.644.341 $+89.949 $
+5,8 %
1.554.392 $+203.641 $
+15,1 %
1.350.751 $+111.067 $
+9,0 %
1.239.684 $+59.469 $
+5,0 %
Farther Finance Advisors, LLC1.601.777 $-6.534 $
-0,4 %
1.608.311 $+15.735 $
+1,0 %
1.592.576 $+877.688 $
+122,8 %
714.888 $-20.200 $
-2,7 %
GREENWOOD CAPITAL ASSOCIATES LLC1.591.907 $+238.876 $
+17,7 %
1.353.031 $+463.558 $
+52,1 %
889.473 $+420.077 $
+89,5 %
469.396 $+136.384 $
+41,0 %
Cornerstone Wealth Management, LLC1.565.628 $+125.197 $
+8,7 %
1.440.431 $+139.884 $
+10,8 %
1.300.547 $+176.698 $
+15,7 %
1.123.849 $-27.161 $
-2,4 %
Element Wealth, LLC1.530.125 $+45.333 $
+3,1 %
1.484.792 $+43.747 $
+3,0 %
1.441.045 $+44.840 $
+3,2 %
IFP Advisors, Inc1.517.664 $+34.040 $
+2,3 %
1.483.624 $-12.418 $
-0,8 %
1.496.042 $+113.782 $
+8,2 %
1.382.260 $+1.264.858 $
+1.077,4 %
INVENIO WEALTH PARTNERS LLC1.496.144 $+149.825 $
+11,1 %
1.346.319 $+119.740 $
+9,8 %
1.226.579 $-334.146 $
-21,4 %
Nicht ausgewiesen1.467.213 $+23.547 $
+1,6 %
1.443.666 $+91.033 $
+6,7 %
1.352.633 $
Meridian Wealth Management, LLC1.348.062 $-110.353 $
-7,6 %
1.458.415 $-75 $
-0,0 %
1.458.490 $+174.294 $
+13,6 %
Haven Private, LLC731.380 $-704.209 $
-49,1 %
1.435.589 $+251.493 $
+21,2 %
1.184.096 $+276.156 $
+30,4 %
907.940 $+37.579 $
+4,3 %
SCOTIA CAPITAL INC.1.422.956 $+105.533 $
+8,0 %
1.317.423 $-7.159 $
-0,5 %
1.324.582 $+35.710 $
+2,8 %
UBS Group AG1.416.555 $+469.602 $
+49,6 %
946.953 $+534.523 $
+129,6 %
412.430 $-261.703 $
-38,8 %
McAdam, LLC1.040.396 $+58.162 $
+5,9 %
982.234 $-304.705 $
-23,7 %
1.286.939 $+96.718 $
+8,1 %
1.190.221 $+84.917 $
+7,7 %
Ethic Inc.1.223.319 $
Encompass More Asset Management1.221.325 $+870 $
+0,1 %
DWM Financial Group, Inc.1.216.687 $
THRIVENT FINANCIAL FOR LUTHERANS1.021.000 $+3.000 $
+0,3 %
1.018.000 $-158.000 $
-13,4 %
1.176.000 $-6.000 $
-0,5 %
1.182.000 $+85.000 $
+7,7 %
B. Riley Wealth Advisors, Inc.1.153.366 $+2.971 $
+0,3 %
1.150.395 $+77.647 $
+7,2 %
1.072.748 $+4.366 $
+0,4 %
1.068.382 $+33.213 $
+3,2 %
BARD ASSOCIATES INC1.152.034 $+351.833 $
+44,0 %
800.201 $-21.191 $
-2,6 %
821.392 $-213.634 $
-20,6 %
Etesian Wealth Advisors, Inc.1.066.027 $-55.514 $
-4,9 %
1.121.541 $+53.417 $
+5,0 %
1.068.124 $+4.765 $
+0,4 %
1.063.359 $+162.347 $
+18,0 %
Cornerstone Management, Inc.1.027.700 $-86.296 $
-7,7 %
1.113.996 $+96.017 $
+9,4 %
1.017.979 $+1.759 $
+0,2 %
1.016.220 $+175.033 $
+20,8 %
Rockefeller Capital Management L.P.1.004.716 $+85.871 $
+9,3 %
918.845 $+39 $
+0,0 %
918.806 $-3.416 $
-0,4 %
Convergence Financial, LLC988.163 $
JPMORGAN CHASE & CO200.999 $+163.917 $
+442,0 %
37.082 $-941.156 $
-96,2 %
978.238 $+822.638 $
+528,7 %
Stratos Wealth Partners, LTD.958.316 $+60.593 $
+6,7 %
897.723 $-49.480 $
-5,2 %
947.203 $+76.932 $
+8,8 %
Burns Matteson Capital Management, LLC921.685 $-12.023 $
-1,3 %
933.708 $+65.333 $
+7,5 %
868.375 $+56.963 $
+7,0 %
811.412 $-50.911 $
-5,9 %
Beacon Financial Advisory LLC830.514 $-48.226 $
-5,5 %
878.740 $+17.177 $
+2,0 %
861.563 $-2.434 $
-0,3 %
863.997 $+4.569 $
+0,5 %
Envestnet Portfolio Solutions, Inc.268.074 $+15.499 $
+6,1 %
252.575 $-611.873 $
-70,8 %
864.448 $+49.434 $
+6,1 %
IFS Group,LLC850.101 $+27.060 $
+3,3 %
823.041 $+68.257 $
+9,0 %
TENET WEALTH PARTNERS, LLC841.001 $-1.035 $
-0,1 %
842.036 $
Sound Financial Strategies Group, LLC487.178 $-64.691 $
-11,7 %
551.869 $+58.447 $
+11,8 %
493.422 $-326.596 $
-39,8 %
820.018 $-5.837 $
-0,7 %
NATIXIS ADVISORS, LLC771.000 $+286.000 $
+59,0 %
485.000 $
FIFTH THIRD SECURITIES, INC.767.406 $+57.172 $
+8,0 %
710.234 $+59.875 $
+9,2 %
650.359 $+107.471 $
+19,8 %
FWG Holdings, LLC754.523 $
OPTIMA CAPITAL LLC681.338 $+234.576 $
+52,5 %
446.762 $-96.559 $
-17,8 %
543.321 $-47.147 $
-8,0 %
Stelac Advisory Services LLC678.490 $+58.481 $
+9,4 %
620.009 $
Creative Planning656.377 $+68.861 $
+11,7 %
587.516 $+10.175 $
+1,8 %
577.341 $+8.840 $
+1,6 %
568.501 $+1.833 $
+0,3 %
Widmann Financial Services, Inc.650.457 $+279.242 $
+75,2 %
371.215 $
PARTNERS CAPITAL INVESTMENT GROUP, LLP255.918 $+22.058 $
+9,4 %
233.860 $-394.725 $
-62,8 %
628.585 $-9.124 $
-1,4 %
FMR LLC620.922 $+96.472 $
+18,4 %
524.450 $+104.432 $
+24,9 %
420.018 $+655 $
+0,2 %
Next Level Wealth Planning, LLC473.862 $-48.383 $
-9,3 %
522.245 $+53.562 $
+11,4 %
468.683 $-146.363 $
-23,8 %
615.046 $+19.652 $
+3,3 %
AE Wealth Management LLC603.655 $+80.728 $
+15,4 %
522.927 $+178.464 $
+51,8 %
344.463 $
Sowell Financial Services LLC562.650 $+3.307 $
+0,6 %
559.343 $-32.621 $
-5,5 %
591.964 $+15.528 $
+2,7 %
576.436 $+13.700 $
+2,4 %
HighPoint Advisor Group LLC396.216 $-190.450 $
-32,5 %
586.666 $
GTS SECURITIES LLC586.046 $
Keystone Financial Group579.226 $+18.085 $
+3,2 %
561.141 $+39.491 $
+7,6 %
521.650 $+44.298 $
+9,3 %
INDEPENDENT FINANCIAL GROUP, LLC282.400 $-6.322 $
-2,2 %
288.722 $-289.033 $
-50,0 %
577.755 $+20.549 $
+3,7 %
557.206 $-66.399 $
-10,6 %
J.W. COLE ADVISORS, INC.532.954 $-33.796 $
-6,0 %
566.750 $+54.550 $
+10,7 %
512.200 $+65.904 $
+14,8 %
Compass Ion Advisors, LLC496.183 $-70.331 $
-12,4 %
566.514 $+42.838 $
+8,2 %
523.676 $+260.159 $
+98,7 %
263.517 $
ZACKS INVESTMENT MANAGEMENT334.660 $-74.399 $
-18,2 %
409.059 $-154.672 $
-27,4 %
563.731 $-122.588 $
-17,9 %
VestGen Advisors, LLC544.217 $+8.453 $
+1,6 %
535.764 $-6.891 $
-1,3 %
542.655 $+24.658 $
+4,8 %
517.997 $-27.488 $
-5,0 %
FIDUCIARY FINANCIAL ADVISORS543.772 $
HRT FINANCIAL LP539.000 $
Avail Investment Partners, LLC527.442 $+3.200 $
+0,6 %
524.242 $+15.242 $
+3,0 %
509.000 $
Investment Research Partners LLC527.442 $+3.200 $
+0,6 %
524.242 $+14.988 $
+2,9 %
509.254 $+14.195 $
+2,9 %
495.059 $+10.211 $
+2,1 %
PRINCIPAL SECURITIES, INC.410.312 $+139.725 $
+51,6 %
270.587 $-242.720 $
-47,3 %
513.307 $+378.585 $
+281,0 %
Quad-Cities Investment Group, LLC412.186 $-99.418 $
-19,4 %
511.604 $+13.376 $
+2,7 %
498.228 $+3.556 $
+0,7 %
494.672 $-2.881 $
-0,6 %
Tiller Private Wealth, Inc.511.488 $+159.666 $
+45,4 %
351.822 $
Walkner Condon Financial Advisors LLC269.670 $-187.841 $
-41,1 %
457.511 $-5.575 $
-1,2 %
463.086 $-23.359 $
-4,8 %
486.445 $+8.215 $
+1,7 %
RED REEF ADVISORS LLC485.868 $+21.142 $
+4,5 %
464.726 $+3.704 $
+0,8 %
461.022 $
January Capital Advisors LLC453.095 $+9.689 $
+2,2 %
443.406 $
Indivisible Partners290.152 $-152.820 $
-34,5 %
442.972 $+52.143 $
+13,3 %
390.829 $
Flagship Private Wealth, LLC439.432 $+20.368 $
+4,9 %
419.064 $+36.507 $
+9,5 %
382.557 $+65.062 $
+20,5 %
317.495 $+15.521 $
+5,1 %
Diversify Advisory Services, LLC232.533 $-74.106 $
-24,2 %
306.639 $-126.899 $
-29,3 %
433.538 $
Sterling Group Wealth Management, LLC395.565 $-30.090 $
-7,1 %
425.655 $+36.688 $
+9,4 %
388.967 $+673 $
+0,2 %
388.294 $+13.044 $
+3,5 %
DIVERSIFY WEALTH MANAGEMENT, LLC232.533 $-74.106 $
-24,2 %
306.639 $-117.907 $
-27,8 %
424.546 $
WADDELL & ASSOCIATES, LLC421.890 $+12.062 $
+2,9 %
409.828 $+11.424 $
+2,9 %
398.404 $+19.072 $
+5,0 %
OneDigital Investment Advisors LLC416.398 $
FLAGSHIP HARBOR ADVISORS, LLC213.295 $+6.290 $
+3,0 %
207.005 $-179.801 $
-46,5 %
386.806 $-19.957 $
-4,9 %
406.763 $+4.111 $
+1,0 %
PRIVATE TRUST CO NA402.536 $+27.431 $
+7,3 %
375.105 $+11.129 $
+3,1 %
363.976 $+28.464 $
+8,5 %
335.512 $-157.726 $
-32,0 %
Empire Financial Management Company, LLC398.689 $+57.817 $
+17,0 %
340.872 $-3.647 $
-1,1 %
344.519 $-4.483 $
-1,3 %
Compound Planning, Inc.280.878 $-54.418 $
-16,2 %
335.296 $+6.585 $
+2,0 %
328.711 $-67.395 $
-17,0 %
396.106 $-153.101 $
-27,9 %
Gotham Asset Management, LLC385.044 $
Orgel Wealth Management, LLC374.418 $+16.570 $
+4,6 %
357.848 $+29.910 $
+9,1 %
327.938 $+30.268 $
+10,2 %
297.670 $+9.061 $
+3,1 %
Opulen Financial Group LLC372.306 $+8.184 $
+2,2 %
364.122 $+15.880 $
+4,6 %
348.242 $+9.708 $
+2,9 %
338.534 $+14.848 $
+4,6 %
TFB Advisors LLC369.199 $+9.417 $
+2,6 %
ASSETMARK, INC359.978 $+17.750 $
+5,2 %
342.228 $+22.716 $
+7,1 %
319.512 $-15.244 $
-4,6 %
334.756 $+2.879 $
+0,9 %
LAUREL OAK WEALTH MANAGEMENT, LLC359.040 $+37.614 $
+11,7 %
321.426 $+18.357 $
+6,1 %
303.069 $
AQR CAPITAL MANAGEMENT LLC345.942 $-3.821 $
-1,1 %
349.763 $+2.044 $
+0,6 %
347.719 $+10.584 $
+3,1 %
Lido Advisors, LLC348.890 $
Valmark Advisers, Inc.328.264 $+9.385 $
+2,9 %
318.879 $+8.889 $
+2,9 %
309.990 $+9.436 $
+3,1 %
Bright Futures Wealth Management, LLC.315.726 $-12.230 $
-3,7 %
327.956 $+59.248 $
+22,0 %
268.708 $+2.444 $
+0,9 %
266.264 $+6.592 $
+2,5 %
Collaborative Wealth Managment Inc.308.832 $+74.797 $
+32,0 %
234.035 $+8.338 $
+3,7 %
225.697 $+30 $
+0,0 %
Main Line Retirement Advisors, LLC291.311 $-15.977 $
-5,2 %
307.288 $+26.748 $
+9,5 %
280.540 $+7.281 $
+2,7 %
273.259 $-3.967 $
-1,4 %
KINGSWOOD WEALTH ADVISORS, LLC304.025 $+4.723 $
+1,6 %
299.302 $+8.673 $
+3,0 %
290.629 $+17.531 $
+6,4 %
273.098 $+8.313 $
+3,1 %
Stonebridge Financial Planning Group, LLC272.711 $-13.699 $
-4,8 %
286.410 $-3.091 $
-1,1 %
289.501 $-3.829 $
-1,3 %
Vantage Financial Partners, LLC281.090 $+12.327 $
+4,6 %
Range Advisory, LLC278.244 $+11.658 $
+4,4 %
266.586 $
GENESIS PRIVATE WEALTH, LLC260.520 $-11.875 $
-4,4 %
272.395 $+1.435 $
+0,5 %
270.960 $-3.084 $
-1,1 %
274.044 $
Simplicity Wealth,LLC273.864 $+4.254 $
+1,6 %
269.610 $+7.708 $
+2,9 %
261.902 $+7.301 $
+2,9 %
254.601 $+7.750 $
+3,1 %
Linscomb Wealth, Inc.271.524 $+4.218 $
+1,6 %
267.306 $+7.642 $
+2,9 %
259.664 $+7.238 $
+2,9 %
252.426 $
Bryn Mawr Trust Advisors, LLC263.326 $
Atria Investments, Inc261.902 $+1.860 $
+0,7 %
260.042 $-176.519 $
-40,4 %
First Heartland Consultants, Inc.261.902 $+1.860 $
+0,7 %
260.042 $-176.519 $
-40,4 %
Rothschild Wealth LLC244.271 $+21.054 $
+9,4 %
223.217 $+386 $
+0,2 %
222.831 $-3.234 $
-1,4 %
Seed Wealth Management, Inc.240.038 $+6.863 $
+2,9 %
233.175 $+6.500 $
+2,9 %
226.675 $+6.900 $
+3,1 %
IRON Financial LLC233.326 $+3.625 $
+1,6 %
229.701 $+9.324 $
+4,2 %
220.377 $
Leading Edge Financial Planning LLC220.801 $+397 $
+0,2 %
220.404 $+6.626 $
+3,1 %
213.778 $-44.545 $
-17,2 %
MRA Advisory Group216.744 $
BANK OF HAWAII216.610 $+6.193 $
+2,9 %
210.417 $
Bridgewealth Advisory Group, LLC215.842 $+6.171 $
+2,9 %
209.671 $+5.845 $
+2,9 %
203.826 $
Nuveen, LLC205.761 $
RNC CAPITAL MANAGEMENT LLC202.149 $
Princeton Global Asset Management LLC197.498 $+3.068 $
+1,6 %
194.430 $+5.558 $
+2,9 %
188.872 $+5.265 $
+2,9 %
183.607 $+5.589 $
+3,1 %
Spire Wealth Management182.886 $-7.973 $
-4,2 %
190.859 $-4.547 $
-2,3 %
195.406 $-1.778 $
-0,9 %
197.184 $+136.643 $
+225,7 %
Geneos Wealth Management Inc.140.861 $-49.727 $
-26,1 %
190.588 $+81.067 $
+74,0 %
109.521 $+3.569 $
+3,4 %
HARBOUR INVESTMENTS, INC.185.786 $+11.292 $
+6,5 %
174.494 $+100.607 $
+136,2 %
73.887 $-56 $
-0,1 %
WELLS FARGO & COMPANY/MN176.966 $+35.627 $
+25,2 %
141.339 $+866 $
+0,6 %
140.473 $+12.756 $
+10,0 %
Allworth Financial LP143.652 $-5.042 $
-3,4 %
148.694 $+2.773 $
+1,9 %
145.921 $-71.605 $
-32,9 %
Balance Wealth Partners LLC121.913 $
Addison Advisors LLC34.086 $-77.838 $
-69,5 %
111.924 $-3.681 $
-3,2 %
115.605 $-7.030 $
-5,7 %
CIBC Private Wealth Group LLC111.482 $+23.991 $
+27,4 %
US BANCORP \DE\110.794 $+35.710 $
+47,6 %
75.084 $-23.683 $
-24,0 %
98.767 $+27.496 $
+38,6 %
71.271 $+35.052 $
+96,8 %
ORG Partners LLC107.761 $-1.675 $
-1,5 %
IFG Advisory, LLC102.365 $
Ascentis Independent Advisors97.297 $-1.543 $
-1,6 %
98.840 $
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC95.561 $+2.075 $
+2,2 %
93.486 $+87.147 $
+1.374,8 %
6.339 $
GLENMEDE TRUST CO NA91.214 $+2.608 $
+2,9 %
88.606 $+2.470 $
+2,9 %
86.136 $
KFG LLC87.777 $
Larson Financial Group LLC86.380 $-1.346 $
-1,5 %
87.726 $+3.826 $
+4,6 %
83.900 $-1.923 $
-2,2 %
85.823 $-6.346 $
-6,9 %
Cape Investment Advisory, Inc.63.771 $+991 $
+1,6 %
62.780 $-19.263 $
-23,5 %
82.043 $+2.497 $
+3,1 %
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC78.409 $+630 $
+0,8 %
77.779 $-631 $
-0,8 %
78.410 $
Continuum Advisory, LLC70.955 $
LANARK FINANCIAL, INC.58.290 $+906 $
+1,6 %
57.384 $-10.643 $
-15,6 %
68.027 $+1.455 $
+2,2 %
66.572 $
AdvisorNet Financial, Inc67.018 $+1.916 $
+2,9 %
65.102 $+1.814 $
+2,9 %
63.288 $-2.205 $
-3,4 %
FIFTH THIRD BANCORP60.945 $-4.636 $
-7,1 %
65.581 $+4.440 $
+7,3 %
61.141 $
TRUST CO OF VERMONT64.730 $+60.934 $
+1.605,2 %
TUCKER ASSET MANAGEMENT LLC61.292 $
COMERICA BANK61.036 $-3.490 $
-5,4 %
Advisory Services Network, LLC60.246 $+2.279 $
+3,9 %
Signature Equity Partners, LLC58.367 $+57.178 $
+4.808,9 %
1.189 $+103 $
+9,5 %
1.086 $+15 $
+1,4 %
1.071 $
TOMPKINS FINANCIAL CORP54.929 $
CoreCap Advisors, LLC48.734 $+733 $
+1,5 %
48.001 $+1.389 $
+3,0 %
46.612 $+24.866 $
+114,3 %
21.746 $+212 $
+1,0 %
SBI Securities Co., Ltd.47.532 $+1.261 $
+2,7 %
46.271 $+13.492 $
+41,2 %
32.779 $-595 $
-1,8 %
33.374 $-4.000 $
-10,7 %
BESSEMER GROUP INC45.000 $
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43.004 $+1.826 $
+4,4 %
41.178 $+594 $
+1,5 %
40.584 $+522 $
+1,3 %
Crewe Advisors LLC42.823 $
SALEM INVESTMENT COUNSELORS INC40.903 $+1.169 $
+2,9 %
39.734 $-6.419 $
-13,9 %
BlackRock, Inc.39.750 $+1.136 $
+2,9 %
38.614 $+1.077 $
+2,9 %
37.537 $
CREATIVE FINANCIAL DESIGNS INC /ADV3.504 $+305 $
+9,5 %
3.199 $-35.306 $
-91,7 %
38.505 $-10.502 $
-21,4 %
Smartleaf Asset Management LLC37.952 $+1.964 $
+5,5 %
35.988 $+11 $
+0,0 %
35.977 $+1.888 $
+5,5 %
Sound Income Strategies, LLC37.506 $+23.664 $
+171,0 %
13.842 $+10.628 $
+330,7 %
VANGUARD ADVISERS INC22.756 $-1.867 $
-7,6 %
24.623 $
Ascentis Wealth Management, LLC23.913 $+17.520 $
+274,0 %
6.393 $+551 $
+9,4 %
5.842 $
Steward Partners Investment Advisory, LLC21.942 $+1.428 $
+7,0 %
20.514 $-70 $
-0,3 %
20.584 $+6.198 $
+43,1 %
Catherine Avery Investment Management LLC19.591 $-1.198 $
-5,8 %
20.789 $
Parallel Advisors, LLC19.482 $+302 $
+1,6 %
19.180 $+549 $
+2,9 %
18.631 $+519 $
+2,9 %
18.112 $+5.365 $
+42,1 %
HALBERT HARGROVE GLOBAL ADVISORS, LLC2.842 $+44 $
+1,6 %
2.798 $+270 $
+10,7 %
2.528 $-15.979 $
-86,3 %
18.507 $+564 $
+3,1 %
MATHER GROUP, LLC.9.902 $-1.960 $
-16,5 %
11.862 $-4.930 $
-29,4 %
16.792 $
Arax Advisory Partners15.842 $+881 $
+5,9 %
14.961 $
Qube Research & Technologies Ltd8.833 $-3.106 $
-26,0 %
11.939 $-2.296 $
-16,1 %
14.235 $-10.819 $
-43,2 %
Privatperson13.922 $+398 $
+2,9 %
13.524 $+377 $
+2,9 %
13.147 $+400 $
+3,1 %
Blue Trust, Inc.12.581 $
ASHTON THOMAS SECURITIES, LLC11.210 $+187 $
+1,7 %
11.023 $
Copia Wealth Management10.937 $+943 $
+9,4 %
9.994 $+17 $
+0,2 %
9.977 $-145 $
-1,4 %
Greykasell Wealth Strategies, Inc.10.877 $+473 $
+4,5 %
10.404 $+290 $
+2,9 %
10.114 $
MAI Capital Management10.636 $+8.655 $
+436,9 %
1.981 $
AlphaCore Capital LLC8.269 $+128 $
+1,6 %
8.141 $+289 $
+3,7 %
7.852 $+219 $
+2,9 %
7.633 $+279 $
+3,8 %
MCF Advisors LLC7.010 $+201 $
+3,0 %
6.809 $
Investors Portfolio Services LLC6.864 $+178 $
+2,7 %
6.686 $
Napier Financial, LLC5.857 $+168 $
+3,0 %
5.689 $
HANTZ FINANCIAL SERVICES, INC.5.000 $
IFS Advisors, LLC4.993 $
Dunhill Financial, LLC4.800 $+137 $
+2,9 %
4.663 $+129 $
+2,8 %
4.534 $+138 $
+3,1 %
Keating Financial Advisory Services, Inc.4.445 $+311 $
+7,5 %
4.134 $-433 $
-9,5 %
4.567 $
BFC Planning, Inc.4.424 $
SHP Wealth Management4.225 $
Caitlin John, LLC3.820 $+329 $
+9,4 %
3.491 $+6 $
+0,2 %
3.485 $-50 $
-1,4 %
Breakwater Investment Management2.926 $
WealthShield Partners, LLC2.695 $+967 $
+56,0 %
1.728 $+725 $
+72,3 %
1.003 $-14 $
-1,4 %
Financial Management Professionals, Inc.67 $-2.400 $
-97,3 %
2.467 $
Eukles Asset Management2.438 $
Planning Strategies Inc.2.018 $-153 $
-7,0 %
2.171 $
Triumph Capital Management1.964 $-120 $
-5,8 %
2.084 $+46 $
+2,3 %
2.038 $-51 $
-2,4 %
2.089 $
Strategic Wealth Partners, Ltd.1.679 $+47 $
+2,9 %
1.632 $-80 $
-4,7 %
BROWN, LISLE/CUMMINGS, INC.710 $-54 $
-7,1 %
764 $-706 $
-48,0 %
1.470 $
Capital Investment Advisory Services, LLC981 $+21 $
+2,2 %
960 $+27 $
+2,9 %
933 $+26 $
+2,9 %
907 $
American Capital Advisory, LLC961 $+28 $
+3,0 %
933 $+26 $
+2,9 %
907 $+27 $
+3,1 %
Cornerstone Planning Group LLC622 $-244 $
-28,2 %
866 $+27 $
+3,2 %
839 $-1.065.254 $
-99,9 %
Harborfront Financial Group LLC481 $
TopTier Wealth Management, LLC466 $
Park Square Financial Group, LLC404 $+144 $
+55,4 %
Gesamt419.239.679 $-27.862.916 $
+49,9 %
1.437.036.223 $+30.270.198 $
+10,9 %
1.238.837.656 $-15.450.172 $
+32,3 %
1.223.623.050 $+30.209.029 $
+18,5 %
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