Dow Jones U.S. Investment Services Index

D.J. US Investment Services Top 10: Value Investment Strategy

TOP 10 Value	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Oppenheimer (L, US)  Investment Banking & Brokerage
1. Oppenheimer (L, US)   Investment Banking & Brokerage	91		31		80		85
2. Moelis (L, US)  Investment Banking & Brokerage
2. Moelis (L, US)   Investment Banking & Brokerage	91		5		65		69
3. Ladenburg Thalmann (L, US)  Investment Banking & Brokerage
3. Ladenburg Thalmann (L, US)   Investment Banking & Brokerage	82		20		23		26
4. Evercore (L, US)  Investment Banking & Brokerage
4. Evercore (L, US)   Investment Banking & Brokerage	80		35		49		72
5. BGC (L, US)  Investment Banking & Brokerage
5. BGC (L, US)   Investment Banking & Brokerage	80		5		57		44
6. INTL FCStone (XXL, US)  Investment Banking & Brokerage
6. INTL FCStone (XXL, US)   Investment Banking & Brokerage	77		24		89		83
7. Stifel Financial (XL, US)  Investment Banking & Brokerage
7. Stifel Financial (XL, US)   Investment Banking & Brokerage	77		35		73		81
8. Charles Schwab (XL, US)  Investment Banking & Brokerage
8. Charles Schwab (XL, US)   Investment Banking & Brokerage	75		25		97		86
9. Piper Jaffray (L, US)  Investment Banking & Brokerage
9. Piper Jaffray (L, US)   Investment Banking & Brokerage	73		30		65		78
10. E*TRADE (L, US)  Investment Banking & Brokerage
10. E*TRADE (L, US)   Investment Banking & Brokerage	70		19		65		61

January 24, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Growth Investment Strategy

TOP 10 Growth	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. LPLIH (XL, US)   Investment Banking & Brokerage
1. LPLIH (XL, US)   Investment Banking & Brokerage	70		44		1		12
2. Stifel Financial (XL, US)   Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage	77		35		73		81
3. Evercore (L, US)   Investment Banking & Brokerage
3. Evercore (L, US)   Investment Banking & Brokerage	80		35		49		72
4. TD Ameritrade (XL, US)   Investment Banking & Brokerage
4. TD Ameritrade (XL, US)   Investment Banking & Brokerage	58		34		80		76
5. Oppenheimer (L, US)   Investment Banking & Brokerage
5. Oppenheimer (L, US)   Investment Banking & Brokerage	91		31		80		85

January 24, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Safety Investment Strategy

TOP 10 Safety	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Interactive Brokers (L, US)   Investment Banking & Brokerage
1. Interactive Brokers (L, US)   Investment Banking & Brokerage	69		20		100		85
2. Charles Schwab (XL, US)   Investment Banking & Brokerage
2. Charles Schwab (XL, US)   Investment Banking & Brokerage	75		25		97		86
3. INTL FCStone (XXL, US)   Investment Banking & Brokerage
3. INTL FCStone (XXL, US)   Investment Banking & Brokerage	77		24		89		83
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage	60		17		89		56
5. Virtu Financial (L, US)   Investment Banking & Brokerage
5. Virtu Financial (L, US)   Investment Banking & Brokerage	48		11		81		44
6. Oppenheimer (L, US)   Investment Banking & Brokerage
6. Oppenheimer (L, US)   Investment Banking & Brokerage	91		31		80		85
7. TD Ameritrade (XL, US)   Investment Banking & Brokerage
7. TD Ameritrade (XL, US)   Investment Banking & Brokerage	58		34		80		76
8. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
8. Morgan Stanley (XXL, US)   Investment Banking & Brokerage	69		19		78		58
9. Stifel Financial (XL, US)   Investment Banking & Brokerage
9. Stifel Financial (XL, US)   Investment Banking & Brokerage	77		35		73		81
10. Raymond James (XL, US)   Investment Banking & Brokerage
10. Raymond James (XL, US)   Investment Banking & Brokerage	68		19		68		58

January 24, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Combined Investment Strategy

TOP 10 Combined	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Charles Schwab (XL, US)   Investment Banking & Brokerage
1. Charles Schwab (XL, US)   Investment Banking & Brokerage	75		25		97		86
2. Oppenheimer (L, US)   Investment Banking & Brokerage
2. Oppenheimer (L, US)   Investment Banking & Brokerage	91		31		80		85
3. Interactive Brokers (L, US)   Investment Banking & Brokerage
3. Interactive Brokers (L, US)   Investment Banking & Brokerage	69		20		100		85
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage	77		24		89		83
5. Stifel Financial (XL, US)   Investment Banking & Brokerage
5. Stifel Financial (XL, US)   Investment Banking & Brokerage	77		35		73		81
6. Piper Jaffray (L, US)   Investment Banking & Brokerage
6. Piper Jaffray (L, US)   Investment Banking & Brokerage	73		30		65		78
7. TD Ameritrade (XL, US)   Investment Banking & Brokerage
7. TD Ameritrade (XL, US)   Investment Banking & Brokerage	58		34		80		76
8. Evercore (L, US)   Investment Banking & Brokerage
8. Evercore (L, US)   Investment Banking & Brokerage	80		35		49		72
9. Moelis (L, US)   Investment Banking & Brokerage
9. Moelis (L, US)   Investment Banking & Brokerage	91		5		65		69
10. E*TRADE (L, US)   Investment Banking & Brokerage
10. E*TRADE (L, US)   Investment Banking & Brokerage	70		19		65		61

January 24, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

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Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely finance fact-based Obermatt Method for the investment strategies Value, Growth and Safety in the stock index Dow Jones U.S. Investment Services Index from January 24, 2020.