Institutionelle Investoren in ROYCE SMALL-CAP TRUST, INC. (RVT)

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 11 Mutual Funds/ETFs gehalten (N-PORT).
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt104.387.323 $+87.820 $
-1,0 %
718.616.103 $+88.749.185 $
+39,9 %
602.268.832 $+29.307.740 $
+3.231,9 %
582.616.527 $+2.039.906 $
+7,5 %
BANK OF AMERICA CORP /DE/111.826.829 $+14.943.642 $
+15,4 %
96.883.187 $+4.667.095 $
+5,1 %
92.216.092 $-1.798.475 $
-1,9 %
MORGAN STANLEY109.038.158 $+7.636.823 $
+7,5 %
101.401.335 $+736.119 $
+0,7 %
100.665.216 $+8.199.354 $
+8,9 %
RAYMOND JAMES FINANCIAL INC57.050.506 $+10.043.199 $
+21,4 %
47.007.307 $+795.107 $
+1,7 %
46.212.200 $+157.825 $
+0,3 %
LPL Financial LLC44.271.285 $+6.430.310 $
+17,0 %
37.840.975 $+1.502.747 $
+4,1 %
36.338.228 $+3.068.154 $
+9,2 %
WELLS FARGO & COMPANY/MN30.411.603 $+2.329.796 $
+8,3 %
28.081.807 $+4.298.625 $
+18,1 %
23.783.182 $-4.399.327 $
-15,6 %
ROYAL BANK OF CANADA30.276.000 $+3.305.000 $
+12,3 %
26.971.000 $+1.022.000 $
+3,9 %
25.949.000 $+382.000 $
+1,5 %
Penserra Capital Management LLC25.570.000 $+3.467.000 $
+15,7 %
22.103.000 $
Saba Capital Management, L.P.23.046.977 $-91.186 $
-0,4 %
23.138.163 $+488.853 $
+2,2 %
STIFEL FINANCIAL CORP15.667.119 $+1.970.669 $
+14,4 %
13.696.450 $+1.083.225 $
+8,6 %
12.613.225 $-32.245 $
-0,3 %
Janney Montgomery Scott LLC13.713.000 $+1.620.000 $
+13,4 %
12.093.000 $-509.000 $
-4,0 %
12.602.000 $+211.000 $
+1,7 %
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12.744.167 $+281.930 $
+2,3 %
12.462.237 $+1.609.589 $
+14,8 %
10.852.648 $+350.618 $
+3,3 %
10.502.030 $+1.414.833 $
+15,6 %
LAZARD ASSET MANAGEMENT LLC11.309.458 $+1.145.029 $
+11,3 %
10.164.429 $+249.646 $
+2,5 %
9.914.783 $+1.045.477 $
+11,8 %
Waterfront Wealth Inc.7.703.186 $-1.264.204 $
-14,1 %
8.967.390 $-404.330 $
-4,3 %
9.371.720 $-1.919.684 $
-17,0 %
11.291.404 $+505.619 $
+4,7 %
RIVERNORTH CAPITAL MANAGEMENT, LLC11.215.778 $+1.222.993 $
+12,2 %
9.992.785 $+350.768 $
+3,6 %
9.642.017 $+14.908 $
+0,2 %
Shaker Financial Services, LLC8.800.350 $-2.387.761 $
-21,3 %
11.188.111 $+8.888.828 $
+386,6 %
2.299.283 $-620.436 $
-21,2 %
2.919.719 $-1.753.078 $
-37,5 %
UBS Group AG8.593.130 $-1.069.912 $
-11,1 %
9.663.042 $-395.658 $
-3,9 %
10.058.700 $-1.129.633 $
-10,1 %
Allspring Global Investments Holdings, LLC9.822.736 $+4.516.619 $
+85,1 %
5.306.117 $+2.166.310 $
+69,0 %
3.139.807 $+110.672 $
+3,7 %
3.029.135 $-73.293 $
-2,4 %
OSAIC HOLDINGS, INC.8.939.880 $+3.215.554 $
+56,2 %
5.724.326 $+273.423 $
+5,0 %
5.450.903 $+1.176.366 $
+27,5 %
Modern Wealth Management, LLC8.869.851 $+516.207 $
+6,2 %
8.353.644 $+246.378 $
+3,0 %
8.107.266 $-99.825 $
-1,2 %
GUGGENHEIM CAPITAL LLC7.821.491 $+299.234 $
+4,0 %
7.522.257 $+698.916 $
+10,2 %
6.823.341 $-177.950 $
-2,5 %
Advisors Asset Management, Inc.6.215.913 $+899.630 $
+16,9 %
5.316.283 $-642.279 $
-10,8 %
5.958.562 $+525.655 $
+9,7 %
Paller Financial Services Inc5.506.661 $-97.359 $
-1,7 %
5.604.020 $+476.662 $
+9,3 %
5.127.358 $+21.243 $
+0,4 %
5.106.115 $
Steward Partners Investment Advisory, LLC5.370.108 $+787.579 $
+17,2 %
4.582.529 $+1.895.616 $
+70,5 %
2.686.913 $+117.740 $
+4,6 %
Cetera Investment Advisers1.214.463 $-3.677.284 $
-75,2 %
4.891.747 $+2.797.050 $
+133,5 %
2.094.697 $+586.776 $
+38,9 %
ROTHSCHILD INVESTMENT LLC4.631.751 $+644.230 $
+16,2 %
3.987.521 $+289.310 $
+7,8 %
3.698.211 $+90.050 $
+2,5 %
CAPTRUST FINANCIAL ADVISORS4.599.551 $+330.267 $
+7,7 %
4.269.284 $-27.969 $
-0,7 %
4.297.253 $-86.550 $
-2,0 %
Cypress Capital Management LLC (WY)4.502.303 $+902.029 $
+25,1 %
3.600.274 $+543.351 $
+17,8 %
3.056.923 $+2.532.327 $
+482,7 %
Private Advisor Group, LLC4.271.345 $+1.236.014 $
+40,7 %
3.035.331 $+102.738 $
+3,5 %
2.932.593 $+174.739 $
+6,3 %
D.A. DAVIDSON & CO.3.860.656 $-395.975 $
-9,3 %
4.256.631 $+357.094 $
+9,2 %
3.899.537 $+91.311 $
+2,4 %
3.808.226 $-25.491 $
-0,7 %
OPPENHEIMER & CO INC3.853.376 $-259.080 $
-6,3 %
4.112.456 $+509.492 $
+14,1 %
3.602.964 $+175.000 $
+5,1 %
3.427.964 $-85.698 $
-2,4 %
Cornerstone Advisors, LLC3.969.858 $-7.087.563 $
-64,1 %
HighTower Advisors, LLC3.709.221 $+757.684 $
+25,7 %
2.951.537 $+142.108 $
+5,1 %
2.809.429 $+215.688 $
+8,3 %
Logan Stone Capital, LLC3.614.099 $+2.828.113 $
+359,8 %
785.986 $
WOLVERINE ASSET MANAGEMENT LLC3.597.968 $+295.717 $
+9,0 %
3.302.251 $+1.809.765 $
+121,3 %
1.492.486 $-838.750 $
-36,0 %
Altium Capital Management LLC3.360.461 $-195.180 $
-5,5 %
3.555.641 $+359.992 $
+11,3 %
3.195.649 $+96.254 $
+3,1 %
3.099.395 $
Z3 Capital Partners, LLC3.447.660 $+364.946 $
+11,8 %
3.082.714 $+77.944 $
+2,6 %
3.004.770 $
Samalin Investment Counsel, LLC3.397.230 $+675.737 $
+24,8 %
2.721.493 $+849.762 $
+45,4 %
1.871.731 $+719.043 $
+62,4 %
1.152.688 $-58.386 $
-4,8 %
Hennion & Walsh Asset Management, Inc.3.353.711 $+72.035 $
+2,2 %
3.281.676 $+1.248.425 $
+61,4 %
2.033.251 $+599.111 $
+41,8 %
1.434.140 $-380.485 $
-21,0 %
RB Capital Management, LLC3.162.494 $+325.616 $
+11,5 %
2.836.878 $+91.859 $
+3,3 %
2.745.019 $+70.295 $
+2,6 %
Nicht ausgewiesen3.032.428 $+361.919 $
+13,6 %
2.670.509 $+318.407 $
+13,5 %
2.352.102 $+977.741 $
+71,1 %
MENLO ADVISORS LLC2.900.000 $+0 $
+0,0 %
2.900.000 $-182.000 $
-5,9 %
INTREPID FAMILY OFFICE LLC2.874.726 $+338.628 $
+13,4 %
2.536.098 $+872.002 $
+52,4 %
1.664.096 $+271.512 $
+19,5 %
GENERAL AMERICAN INVESTORS CO INC2.584.523 $-202.175 $
-7,3 %
2.786.698 $+282.140 $
+11,3 %
2.504.558 $+75.438 $
+3,1 %
2.429.120 $-4.526 $
-0,2 %
Cambridge Investment Research Advisors, Inc.2.406.000 $-49.000 $
-2,0 %
2.455.000 $+460.000 $
+23,1 %
1.995.000 $+65.000 $
+3,4 %
1.930.000 $-163.000 $
-7,8 %
COMMONWEALTH EQUITY SERVICES, LLC1.961.478 $-285.102 $
-12,7 %
2.246.580 $+70.400 $
+3,2 %
2.176.180 $+239.620 $
+12,4 %
1.936.560 $-551.440 $
-22,2 %
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1.599.411 $-602.195 $
-27,4 %
2.201.606 $+957.126 $
+76,9 %
1.244.480 $-106.326 $
-7,9 %
1.350.806 $+305.727 $
+29,3 %
Kestra Advisory Services, LLC2.113.015 $+1.250.060 $
+144,9 %
862.955 $-1.099.838 $
-56,0 %
1.962.793 $+1.551.063 $
+376,7 %
411.730 $+9.404 $
+2,3 %
Stolper Co964.000 $-85.000 $
-8,1 %
1.049.000 $-950.000 $
-47,5 %
1.999.000 $+1.144.000 $
+133,8 %
855.000 $+26.000 $
+3,1 %
EVOLVE PRIVATE WEALTH, LLC1.994.908 $+150.250 $
+8,1 %
1.844.658 $+51.923 $
+2,9 %
1.792.735 $
Sanctuary Advisors, LLC1.887.028 $+223.351 $
+13,4 %
1.663.677 $+20.330 $
+1,2 %
1.643.347 $-1.792.485 $
-52,2 %
Atlantic Union Bankshares Corp1.742.848 $+167.624 $
+10,6 %
1.575.224 $+47.446 $
+3,1 %
1.527.778 $-51.639 $
-3,3 %
Advisory Advocates, LLC1.673.955 $+237.872 $
+16,6 %
1.436.083 $+150.643 $
+11,7 %
1.285.440 $
Mariner, LLC334.054 $-516.188 $
-60,7 %
850.242 $-793.909 $
-48,3 %
1.644.151 $+611.200 $
+59,2 %
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1.628.131 $+984.936 $
+153,1 %
643.195 $-1.047.487 $
-62,0 %
FIRST TRUST ADVISORS LP1.594.441 $+166.974 $
+11,7 %
1.427.467 $+274.643 $
+23,8 %
1.152.824 $+139.812 $
+13,8 %
MGO ONE SEVEN LLC1.445.702 $-108.714 $
-7,0 %
1.554.416 $+859.009 $
+123,5 %
695.407 $+37.336 $
+5,7 %
658.071 $-22.760 $
-3,3 %
NewEdge Advisors, LLC1.521.356 $+590.059 $
+63,4 %
931.297 $+11.149 $
+1,2 %
920.148 $-82.614 $
-8,2 %
TrueMark Investments, LLC1.474.626 $+236.747 $
+19,1 %
1.237.879 $+98.337 $
+8,6 %
1.139.542 $+25.911 $
+2,3 %
KENNEDY INVESTMENT GROUP, INC.1.317.238 $-112.030 $
-7,8 %
1.429.268 $+66.691 $
+4,9 %
1.362.577 $+47.880 $
+3,6 %
1.314.697 $+32.857 $
+2,6 %
Accel Wealth Management1.042.377 $-167.564 $
-13,8 %
1.209.941 $-69.493 $
-5,4 %
1.279.434 $-116.616 $
-8,4 %
1.396.050 $-229.543 $
-14,1 %
WJ Financial Advisors LLC1.385.712 $+107.097 $
+8,4 %
1.278.615 $+14.362 $
+1,1 %
1.264.253 $+396.459 $
+45,7 %
FIFTH THIRD BANCORP1.357.623 $+175.191 $
+14,8 %
1.182.432 $+1.182.222 $
+562.962,9 %
Focused Wealth Management, Inc1.355.292 $-1.526 $
-0,1 %
1.356.818 $+170.520 $
+14,4 %
1.186.298 $+29.176 $
+2,5 %
1.157.122 $+126.835 $
+12,3 %
1607 Capital Partners, LLC1.292.900 $
Comprehensive Money Management Services LLC1.291.977 $+205.175 $
+18,9 %
1.086.802 $+172.805 $
+18,9 %
913.997 $+5.152 $
+0,6 %
JANE STREET GROUP, LLC1.260.356 $+841.870 $
+201,2 %
418.486 $-31.429 $
-7,0 %
449.915 $
COMERICA BANK1.146.684 $-89.632 $
-7,2 %
WHITENER CAPITAL MANAGEMENT, INC.1.092.774 $-32.585 $
-2,9 %
1.125.359 $+240.712 $
+27,2 %
884.647 $+60.858 $
+7,4 %
823.789 $+41.290 $
+5,3 %
Prospera Financial Services Inc1.004.672 $-113.678 $
-10,2 %
1.118.350 $+102.204 $
+10,1 %
1.016.146 $+53.323 $
+5,5 %
962.823 $-237.565 $
-19,8 %
Triumph Capital Management1.028.072 $-80.590 $
-7,3 %
1.108.662 $+157.980 $
+16,6 %
950.682 $+91.473 $
+10,6 %
859.209 $+36.031 $
+4,4 %
Composition Wealth, LLC1.054.069 $-1.965 $
-0,2 %
ENVESTNET ASSET MANAGEMENT INC924.174 $-109.658 $
-10,6 %
1.033.832 $+600.915 $
+138,8 %
432.917 $+95.131 $
+28,2 %
Abel Hall, LLC942.150 $-73.700 $
-7,3 %
1.015.850 $+102.850 $
+11,3 %
913.000 $+6.570 $
+0,7 %
906.430 $-12.980 $
-1,4 %
Concorde Asset Management, LLC1.008.462 $+144.432 $
+16,7 %
864.030 $-6.851 $
-0,8 %
870.881 $+19.924 $
+2,3 %
GABELLI FUNDS LLC779.434 $+78.914 $
+11,3 %
700.520 $-307.340 $
-30,5 %
1.007.860 $-147.048 $
-12,7 %
Quantedge Capital Pte Ltd1.002.921 $+521.531 $
+108,3 %
481.390 $-18.640 $
-3,7 %
Bay Rivers Group987.691 $+134.033 $
+15,7 %
853.658 $+97.362 $
+12,9 %
756.296 $+27.068 $
+3,7 %
Jefferies Financial Group Inc.429.668 $-554.978 $
-56,4 %
984.646 $+379.608 $
+62,7 %
605.038 $+18.519 $
+3,2 %
Waverly Advisors, LLC980.377 $+112.953 $
+13,0 %
867.424 $+23.793 $
+2,8 %
843.631 $+68.481 $
+8,8 %
NATIONS FINANCIAL GROUP INC, /IA/ /ADV947.174 $+113.528 $
+13,6 %
833.646 $+42.112 $
+5,3 %
791.534 $+11.601 $
+1,5 %
Mraz, Amerine & Associates, Inc.877.602 $-68.651 $
-7,3 %
946.253 $+95.804 $
+11,3 %
850.449 $+11.464 $
+1,4 %
838.985 $-32.436 $
-3,7 %
NWF Advisory Services Inc.850.583 $-31.572 $
-3,6 %
882.155 $+61.640 $
+7,5 %
820.515 $-18.684 $
-2,2 %
839.199 $-64.903 $
-7,2 %
BANK OF MONTREAL /CAN/848.604 $+125.508 $
+17,4 %
723.096 $+97.450 $
+15,6 %
625.646 $+68.193 $
+12,2 %
BENJAMIN EDWARDS INC713.612 $-1.979 $
-0,3 %
715.591 $-82.157 $
-10,3 %
797.748 $-90.746 $
-10,2 %
Belpointe Asset Management LLC296.314 $-497.100 $
-62,7 %
793.414 $+616.307 $
+348,0 %
Fortis Capital Advisors, LLC296.314 $-497.100 $
-62,7 %
793.414 $+616.307 $
+348,0 %
Atlanta Consulting Group Advisors, LLC792.936 $+80.281 $
+11,3 %
712.655 $+21.466 $
+3,1 %
691.189 $-14.418 $
-2,0 %
XTX Topco Ltd769.589 $
Jaffetilchin Investment Partners, LLC765.570 $+43.017 $
+6,0 %
Delta Wealth Advisors LLC700.035 $-54.760 $
-7,3 %
754.795 $+76.419 $
+11,3 %
678.376 $+20.433 $
+3,1 %
657.943 $-1.226 $
-0,2 %
Apollon Wealth Management, LLC674.842 $-46.305 $
-6,4 %
721.147 $+45.734 $
+6,8 %
675.413 $+6.120 $
+0,9 %
669.293 $-23.829 $
-3,4 %
Farther Finance Advisors, LLC627.458 $-49.260 $
-7,3 %
676.718 $-727 $
-0,1 %
677.445 $+14.385 $
+2,2 %
663.060 $+500.620 $
+308,2 %
Calamos Advisors LLC653.886 $+313.853 $
+92,3 %
340.033 $
Alexander Randolph Advisory, Inc.613.305 $-35.620 $
-5,5 %
648.925 $+75.608 $
+13,2 %
573.317 $+27.378 $
+5,0 %
545.939 $+16.765 $
+3,2 %
WEDBUSH SECURITIES INC639.000 $+102.000 $
+19,0 %
537.000 $+106.000 $
+24,6 %
431.000 $+30.000 $
+7,5 %
401.000 $+8.000 $
+2,0 %
Karpus Management, Inc.638.471 $+371.410 $
+139,1 %
267.061 $
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC622.487 $+265.720 $
+74,5 %
356.767 $
EP Wealth Advisors, LLC621.281 $
PMG Family Office LLC569.093 $-48.784 $
-7,9 %
617.877 $+78.161 $
+14,5 %
539.716 $+26.915 $
+5,2 %
512.801 $-14.295 $
-2,7 %
MCCARTER PRIVATE WEALTH SERVICES LLC614.532 $+18.510 $
+3,1 %
596.022 $-129.280 $
-17,8 %
LEVEL FOUR ADVISORY SERVICES, LLC560.857 $+214.889 $
+62,1 %
345.968 $-246.014 $
-41,6 %
591.982 $+15.238 $
+2,6 %
MERCER GLOBAL ADVISORS INC /ADV550.582 $-30.286 $
-5,2 %
580.868 $+88.109 $
+17,9 %
492.759 $-17.582 $
-3,4 %
HBK Sorce Advisory LLC552.172 $+241.456 $
+77,7 %
310.716 $+17.832 $
+6,1 %
292.884 $-3.934 $
-1,3 %
Vontobel Holding Ltd.402.041 $-23.582 $
-5,5 %
425.623 $-122.907 $
-22,4 %
548.530 $+43.698 $
+8,7 %
504.832 $
Baird Financial Group, Inc.546.786 $+76.707 $
+16,3 %
470.079 $+20.019 $
+4,4 %
450.060 $+21.954 $
+5,1 %
SPIREPOINT PRIVATE CLIENT, LLC540.109 $+54.972 $
+11,3 %
485.137 $+104.535 $
+27,5 %
380.602 $+44.146 $
+13,1 %
BROWN ADVISORY INC530.754 $+102.839 $
+24,0 %
427.915 $+12.889 $
+3,1 %
415.026 $-773 $
-0,2 %
Nicht ausgewiesen482.261 $-35.860 $
-6,9 %
518.121 $+60.187 $
+13,1 %
457.934 $+3.742 $
+0,8 %
454.192 $+1.223 $
+0,3 %
Todd Wealth Management, LLC493.344 $-20.122 $
-3,9 %
513.466 $+51.986 $
+11,3 %
461.480 $+26.780 $
+6,2 %
434.700 $
Heritage Wealth Management, Inc.408.157 $-77.013 $
-15,9 %
485.170 $-22.061 $
-4,3 %
507.231 $-35.027 $
-6,5 %
KESTRA PRIVATE WEALTH SERVICES, LLC468.333 $-36.506 $
-7,2 %
504.839 $+50.371 $
+11,1 %
454.468 $+14.465 $
+3,3 %
440.003 $-11.390 $
-2,5 %
1776 Wealth LLC502.957 $+58.359 $
+13,1 %
444.598 $+21.039 $
+5,0 %
423.559 $+12.809 $
+3,1 %
Allworth Financial LP494.525 $+53.965 $
+12,2 %
440.560 $+72.239 $
+19,6 %
368.321 $-19.446 $
-5,0 %
World Investment Advisors483.958 $-10.326 $
-2,1 %
494.284 $+283.093 $
+134,0 %
211.191 $
J.W. COLE ADVISORS, INC.481.794 $+88.786 $
+22,6 %
393.008 $-55.305 $
-12,3 %
Mezzasalma Advisors, LLC447.751 $-26.825 $
-5,7 %
474.576 $+54.623 $
+13,0 %
419.953 $+19.001 $
+4,7 %
400.952 $-4.718 $
-1,2 %
Moors & Cabot, Inc.455.633 $+46.847 $
+11,5 %
408.786 $+13.044 $
+3,3 %
395.742 $+548 $
+0,1 %
FCA CORP /TX453.110 $+189.835 $
+72,1 %
263.275 $+12.389 $
+4,9 %
250.886 $+7.376 $
+3,0 %
VISTA INVESTMENT PARTNERS II, LLC451.050 $+13.957 $
+3,2 %
437.093 $+43.075 $
+10,9 %
394.018 $+11.868 $
+3,1 %
382.150 $-986 $
-0,3 %
Uncommon Cents Investing Inc400.403 $-29.474 $
-6,9 %
429.877 $+35.223 $
+8,9 %
394.654 $+10.277 $
+2,7 %
384.377 $-716 $
-0,2 %
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC363.701 $-47.168 $
-11,5 %
410.869 $-6.551 $
-1,6 %
417.420 $+28.829 $
+7,4 %
388.591 $+43.900 $
+12,7 %
Cerity Partners LLC415.000 $+16.034 $
+4,0 %
398.966 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP284.863 $-127.315 $
-30,9 %
412.178 $+237.038 $
+135,3 %
ECLECTIC ASSOCIATES INC /ADV376.911 $-32.163 $
-7,9 %
409.074 $+28.038 $
+7,4 %
381.036 $+217.750 $
+133,4 %
163.286 $
DAYMARK WEALTH PARTNERS, LLC376.942 $-28.756 $
-7,1 %
405.698 $+41.660 $
+11,4 %
364.038 $+11.562 $
+3,3 %
352.476 $-31.866 $
-8,3 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO389.541 $+70.133 $
+22,0 %
319.408 $+119.487 $
+59,8 %
199.921 $+18.532 $
+10,2 %
SOL Capital Management CO379.000 $-51.000 $
-11,9 %
Decker Wealth Management LLC342.274 $-22.536 $
-6,2 %
364.810 $+40.333 $
+12,4 %
324.477 $+13.241 $
+4,3 %
311.236 $
Harbour Wealth Management Group, Inc.361.695 $+37.250 $
+11,5 %
324.445 $+12.286 $
+3,9 %
312.159 $
SouthState Bank Corp350.413 $+35.478 $
+11,3 %
314.935 $+9.486 $
+3,1 %
305.449 $-569 $
-0,2 %
PKS Advisory Services, LLC295.520 $+0 $
+0,0 %
295.520 $-48.920 $
-14,2 %
344.440 $+9.051 $
+2,7 %
335.389 $+35.236 $
+11,7 %
INDEPENDENT FINANCIAL GROUP, LLC309.512 $-31.003 $
-9,1 %
340.515 $+31.836 $
+10,3 %
308.679 $+22.031 $
+7,7 %
286.648 $+63.339 $
+28,4 %
Carson Advisory Inc.339.996 $+39.602 $
+13,2 %
300.394 $+14.329 $
+5,0 %
286.065 $+8.758 $
+3,2 %
Beacon Financial Advisory LLC312.408 $-24.104 $
-7,2 %
336.512 $+20.750 $
+6,6 %
315.762 $+23.973 $
+8,2 %
291.789 $+11.616 $
+4,1 %
Redmond Asset Management, LLC308.528 $-24.135 $
-7,3 %
332.663 $+35.523 $
+12,0 %
297.140 $+8.950 $
+3,1 %
288.190 $-537 $
-0,2 %
K2 PRINCIPAL FUND, L.P.304.810 $+30.860 $
+11,3 %
273.950 $-56.148 $
-17,0 %
330.098 $+10.127 $
+3,2 %
SIERRA OCEAN, LLC247.467 $-73.494 $
-22,9 %
320.961 $+32.496 $
+11,3 %
288.465 $+8.689 $
+3,1 %
279.776 $-522 $
-0,2 %
Kovack Advisors, Inc.310.747 $+27.279 $
+9,6 %
283.468 $+39.891 $
+16,4 %
243.577 $+74.518 $
+44,1 %
STEPHENS INC /AR/305.512 $+35.314 $
+13,1 %
270.198 $+12.662 $
+4,9 %
257.536 $+7.537 $
+3,0 %
FORTEM FINANCIAL GROUP, LLC286.756 $-17.076 $
-5,6 %
303.832 $+15.191 $
+5,3 %
288.641 $
Focus Partners Wealth295.409 $+36.515 $
+14,1 %
258.894 $+9.441 $
+3,8 %
249.453 $
Simplicity Wealth,LLC294.766 $+8.878 $
+3,1 %
285.888 $
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC293.787 $+33.556 $
+12,9 %
260.231 $
US BANCORP \DE\290.459 $+29.441 $
+11,3 %
261.018 $+12.418 $
+5,0 %
248.600 $
Keyes, Stange & Wooten Wealth Management, LLC268.855 $-21.032 $
-7,3 %
289.887 $+29.350 $
+11,3 %
260.537 $+7.847 $
+3,1 %
252.690 $-470 $
-0,2 %
UHLMANN PRICE SECURITIES, LLC265.953 $-7.568 $
-2,8 %
273.521 $+39.887 $
+17,1 %
233.634 $+11.157 $
+5,0 %
222.477 $+6.830 $
+3,2 %
SAGE PRIVATE WEALTH GROUP, LLC254.620 $-14.802 $
-5,5 %
269.422 $+35.694 $
+15,3 %
233.728 $
Independent Advisor Alliance259.814 $
Closed-End Fund Advisors, Inc.233.627 $-18.276 $
-7,3 %
251.903 $+60.132 $
+31,4 %
191.771 $+15.629 $
+8,9 %
176.142 $
Alpine Global Management, LLC249.647 $
Centurion Wealth Management LLC230.416 $-18.024 $
-7,3 %
248.440 $+25.153 $
+11,3 %
223.287 $+6.725 $
+3,1 %
216.562 $-403 $
-0,2 %
TIAA TRUST, NATIONAL ASSOCIATION247.169 $+7.575 $
+3,2 %
BARRETT & COMPANY, INC.214.413 $-30.465 $
-12,4 %
244.878 $+24.922 $
+11,3 %
219.956 $+6.757 $
+3,2 %
213.199 $-166 $
-0,1 %
TWO SIGMA SECURITIES, LLC243.767 $
PNC FINANCIAL SERVICES GROUP, INC.242.807 $+24.583 $
+11,3 %
218.224 $+12.884 $
+6,3 %
205.340 $+279 $
+0,1 %
RMR Wealth Builders241.820 $
VERUS CAPITAL PARTNERS, LLC208.556 $-32.440 $
-13,5 %
240.996 $+24.443 $
+11,3 %
216.553 $-442 $
-0,2 %
216.995 $-2.767 $
-1,3 %
TRUIST FINANCIAL CORP207.080 $-28.333 $
-12,0 %
235.413 $+37.247 $
+18,8 %
198.166 $+4.986 $
+2,6 %
193.180 $+25.819 $
+15,4 %
Tradition Wealth Management, LLC232.404 $+23.584 $
+11,3 %
208.820 $+6.346 $
+3,1 %
202.474 $-280 $
-0,1 %
NORTH STAR ASSET MANAGEMENT INC226.756 $+22.958 $
+11,3 %
203.798 $+1.308 $
+0,6 %
202.490 $-10.377 $
-4,9 %
Creative Planning187.686 $-29.337 $
-13,5 %
217.023 $-4.122 $
-1,9 %
221.145 $+43.734 $
+24,7 %
Invesco Ltd.216.727 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC181.129 $-33.019 $
-15,4 %
214.148 $+30.494 $
+16,6 %
NorthStar Asset Management LLC /NJ/207.955 $+24.229 $
+13,2 %
183.726 $+8.774 $
+5,0 %
174.952 $+5.372 $
+3,2 %
DAVENPORT & Co LLC185.723 $-13.993 $
-7,0 %
199.716 $+20.652 $
+11,5 %
179.064 $+7.325 $
+4,3 %
171.739 $+2.487 $
+1,5 %
Wedmont Private Capital182.220 $-17.407 $
-8,7 %
199.627 $+7.055 $
+3,7 %
192.572 $
Clean Yield Group198.253 $
Coastal Bridge Advisors, LLC197.537 $+20.000 $
+11,3 %
177.537 $+5.347 $
+3,1 %
172.190 $-320 $
-0,2 %
Coquina Private Wealth LLC182.986 $-10.675 $
-5,5 %
193.661 $+4.392 $
+2,3 %
189.269 $+9.003 $
+5,0 %
180.266 $
CWM, LLC189.550 $+162.550 $
+602,0 %
27.000 $-1.000 $
-3,6 %
SEI INVESTMENTS CO189.470 $
Graves Light Lenhart Wealth, Inc.175.634 $-13.739 $
-7,3 %
189.373 $+19.173 $
+11,3 %
170.200 $+5.127 $
+3,1 %
165.073 $-308 $
-0,2 %
SITTNER & NELSON, LLC188.727 $+19.108 $
+11,3 %
169.619 $-12.977 $
-7,1 %
182.596 $+23.135 $
+14,5 %
Mascoma Wealth Management LLC175.017 $-13.691 $
-7,3 %
188.708 $+19.106 $
+11,3 %
169.602 $+5.108 $
+3,1 %
164.494 $-306 $
-0,2 %
ENDEAVOR PRIVATE WEALTH, INC.187.248 $+5.640 $
+3,1 %
181.608 $-15.258 $
-7,8 %
Strategic Blueprint, LLC179.081 $
ZACKS INVESTMENT MANAGEMENT179.081 $
Formidable Asset Management, LLC164.848 $-8.291 $
-4,8 %
173.139 $+12.300 $
+7,6 %
Almitas Capital LLC168.342 $
Operose Advisors LLC116.200 $+3.500 $
+3,1 %
112.700 $-210 $
-0,2 %
North Star Investment Management Corp.104.924 $-8.208 $
-7,3 %
113.132 $+11.454 $
+11,3 %
101.678 $+3.063 $
+3,1 %
98.615 $-184 $
-0,2 %
EverSource Wealth Advisors, LLC111.002 $+27.887 $
+33,6 %
83.115 $+8.415 $
+11,3 %
74.700 $+2.250 $
+3,1 %
72.450 $+15.995 $
+28,3 %
TRUST CO OF VERMONT92.639 $-7.247 $
-7,3 %
99.886 $+12.817 $
+14,7 %
87.069 $-162 $
-0,2 %
Private Wealth Asset Management, LLC90.781 $
PROSPERITY BANCSHARES INC25.156 $-60.799 $
-70,7 %
85.955 $
Institute for Wealth Management, LLC.85.835 $
SALEM INVESTMENT COUNSELORS INC74.749 $+7.568 $
+11,3 %
67.181 $+1.902 $
+2,9 %
Community Financial Services Group, LLC66.959 $-5.563 $
-7,7 %
72.522 $+5.994 $
+9,0 %
66.528 $
ASSETMARK, INC63.398 $-4.959 $
-7,3 %
68.357 $+6.920 $
+11,3 %
61.437 $+39.879 $
+185,0 %
21.558 $-40 $
-0,2 %
Pingora Partners LLC67.102 $+5.134 $
+8,3 %
61.968 $+1.867 $
+3,1 %
60.101 $-112 $
-0,2 %
Arax Advisory Partners65.532 $
BFC Planning, Inc.63.851 $+54.273 $
+566,6 %
9.578 $
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC56.721 $+5.742 $
+11,3 %
50.979 $
Quent Capital, LLC56.334 $+6.551 $
+13,2 %
49.783 $+2.368 $
+5,0 %
47.415 $+1.444 $
+3,1 %
BROWN, LISLE/CUMMINGS, INC.49.677 $-3.886 $
-7,3 %
53.563 $+5.423 $
+11,3 %
48.140 $+1.450 $
+3,1 %
46.690 $-87 $
-0,2 %
Center for Financial Planning, Inc.48.101 $-2.803 $
-5,5 %
50.904 $
Coastline Trust Co49.923 $+1.533 $
+3,2 %
Clearstead Advisors, LLC45.917 $
Vermillion Wealth Management, Inc.43.238 $+3.796 $
+9,6 %
39.442 $+335 $
+0,9 %
39.107 $+2.814 $
+7,8 %
RHL GROUP, LLC38.610 $
Salomon & Ludwin, LLC34.757 $-2.800 $
-7,5 %
37.557 $+309 $
+0,8 %
37.248 $+1.191 $
+3,3 %
36.057 $-7.326 $
-16,9 %
HAGER INVESTMENT MANAGEMENT SERVICES, LLC2.757 $-33.157 $
-92,3 %
35.914 $+33.243 $
+1.244,6 %
2.671 $
HUNTINGTON NATIONAL BANK35.621 $+0 $
+0,0 %
35.621 $
HARBOUR INVESTMENTS, INC.35.315 $+24.791 $
+235,6 %
10.524 $+8.528 $
+427,3 %
1.996 $-4 $
-0,2 %
Westfuller Advisors, LLC34.988 $+4.076 $
+13,2 %
30.912 $+1.477 $
+5,0 %
29.435 $+903 $
+3,2 %
Fairway Wealth LLC33.200 $
Hughes Financial Services, LLC27.651 $-2.215 $
-7,4 %
29.866 $+3.024 $
+11,3 %
26.842 $+808 $
+3,1 %
26.034 $+405 $
+1,6 %
EASTERN BANK29.292 $+15.800 $
+117,1 %
13.492 $-25 $
-0,2 %
Osbon Capital Management LLC24.742 $
Pathway Financial Advisers, LLC23.512 $-597 $
-2,5 %
COMPASS FINANCIAL MANAGEMENT LLC21.173 $-1.656 $
-7,3 %
22.829 $
Advisory Services Network, LLC21.580 $
Global Retirement Partners, LLC3.801 $-15.870 $
-80,7 %
19.671 $+16.544 $
+529,1 %
CENTRAL TRUST Co18.470 $+1.870 $
+11,3 %
16.600 $+500 $
+3,1 %
16.100 $-30 $
-0,2 %
Navalign, LLC17.243 $
Ascentis Independent Advisors16.502 $+1.076 $
+7,0 %
15.426 $
Anfield Capital Management, LLC12.939 $
LANARK FINANCIAL, INC.10.683 $-620 $
-5,5 %
11.303 $+1.317 $
+13,2 %
9.986 $+477 $
+5,0 %
9.509 $
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.10.657 $+1.079 $
+11,3 %
9.578 $
Geneos Wealth Management Inc.10.602 $+1.223 $
+13,0 %
9.379 $+443 $
+5,0 %
8.936 $+258 $
+3,0 %
Newton One Investments LLC10.491 $
Ransom Advisory, Ltd9.660 $-18 $
-0,2 %
HANTZ FINANCIAL SERVICES, INC.9.000 $+1.000 $
+12,5 %
8.000 $+0 $
+0,0 %
8.000 $+0 $
+0,0 %
City State Bank8.222 $-496 $
-5,7 %
8.718 $+1.248 $
+16,7 %
7.470 $-14 $
-0,2 %
West Financial Advisors, LLC8.565 $
Thomas J. Herzfeld Advisors, Inc.7.557 $+880 $
+13,2 %
6.677 $+319 $
+5,0 %
6.358 $+195 $
+3,2 %
NATIONAL BANK OF CANADA /FI/7.521 $+773 $
+11,5 %
6.748 $+195 $
+3,0 %
6.553 $-12 $
-0,2 %
Pinnacle Bancorp, Inc.6.903 $-411 $
-5,6 %
7.314 $+840 $
+13,0 %
6.474 $-304 $
-4,5 %
6.778 $-15.401 $
-69,4 %
CIBC Private Wealth Group LLC6.893 $-9.144 $
-57,0 %
CREATIVE FINANCIAL DESIGNS INC /ADV6.218 $-487 $
-7,3 %
6.705 $+679 $
+11,3 %
6.026 $+182 $
+3,1 %
5.844 $-11 $
-0,2 %
Pinnacle Wealth Planning Services, Inc.6.392 $
COUNTRY TRUST BANK5.778 $-347 $
-5,7 %
6.125 $+698 $
+12,9 %
5.427 $+252 $
+4,9 %
5.175 $+151 $
+3,0 %
MB, LEVIS & ASSOCIATES, LLC5.567 $-436 $
-7,3 %
6.003 $
GPS Wealth Strategies Group, LLC5.732 $+167 $
+3,0 %
Game Plan Financial Advisors, LLC5.541 $+561 $
+11,3 %
4.980 $+150 $
+3,1 %
4.830 $-9 $
-0,2 %
JPMORGAN CHASE & CO5.376 $+664 $
+14,1 %
4.712 $-3 $
-0,1 %
4.715 $-6.955 $
-59,6 %
JONES FINANCIAL COMPANIES LLLP5.233 $-14.349 $
-73,3 %
Beaird Harris Wealth Management, LLC4.134 $
CX Institutional4.000 $
Trust Co3.477 $-272 $
-7,3 %
3.749 $
WPG Advisers, LLC2.640 $
HIGHLINE WEALTH PARTNERS LLC2.347 $-183 $
-7,2 %
2.530 $+256 $
+11,3 %
2.274 $+261 $
+13,0 %
2.013 $
IFP Advisors, Inc2.496 $-4 $
-0,2 %
Rockefeller Capital Management L.P.2.123 $+2.040 $
+2.457,8 %
83 $-29.382 $
-99,7 %
Tidemark, LLC1.995 $+186 $
+10,3 %
1.809 $+102 $
+6,0 %
1.707 $+46 $
+2,8 %
Lodestone Wealth Management LLC1.833 $-143 $
-7,2 %
1.976 $+200 $
+11,3 %
1.776 $+53 $
+3,1 %
1.723 $
Tower Research Capital LLC (TRC)1.461 $+1.396 $
+2.147,7 %
FLAGSHIP HARBOR ADVISORS, LLC1.417 $
Larson Financial Group LLC1.304 $-3 $
-0,2 %
DHJJ Financial Advisors, Ltd.943 $-73 $
-7,2 %
1.016 $+103 $
+11,3 %
913 $+27 $
+3,0 %
886 $-2 $
-0,2 %
Capital Analysts, LLC1.000 $+0 $
+0,0 %
1.000 $+0 $
+0,0 %
1.000 $+0 $
+0,0 %
FMR LLC633 $
Key FInancial Inc548 $-43 $
-7,3 %
591 $+60 $
+11,3 %
531 $+16 $
+3,1 %
515 $+12 $
+2,4 %
Blue Trust, Inc.2 $-562 $
-99,6 %
564 $-1 $
-0,2 %
Nemes Rush Group LLC432 $
WHITTIER TRUST CO OF NEVADA INC145 $+10 $
+7,4 %
135 $
CITIGROUP INC116 $
Russell Investments Group, Ltd.18 $-11.063 $
-99,8 %
Gesamt104.387.323 $+87.820 $
-1,0 %
718.616.103 $+88.749.185 $
+39,9 %
602.268.832 $+29.307.740 $
+3.231,9 %
582.616.527 $+2.039.906 $
+7,5 %
Erweitert ×