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	100		15		50		65
2. Raymond James (XL, US)  Investment Banking & Brokerage
2. Raymond James (XL, US)   Investment Banking & Brokerage	95		15		77		85
3. Stifel Financial (XL, US)  Investment Banking & Brokerage
3. Stifel Financial (XL, US)   Investment Banking & Brokerage	95		15		65		69
4. Piper Jaffray (L, US)  Investment Banking & Brokerage
4. Piper Jaffray (L, US)   Investment Banking & Brokerage	95		15		55		65
5. Virtu Financial (L, US)  Investment Banking & Brokerage
5. Virtu Financial (L, US)   Investment Banking & Brokerage	86		85		74		100
6. Evercore (L, US)  Investment Banking & Brokerage
6. Evercore (L, US)   Investment Banking & Brokerage	83		4		39		27
7. Moelis (L, US)  Investment Banking & Brokerage
7. Moelis (L, US)   Investment Banking & Brokerage	83		1		39		27
8. TD Ameritrade (XL, US)  Investment Banking & Brokerage
8. TD Ameritrade (XL, US)   Investment Banking & Brokerage	79		11		94		85
9. E*TRADE (L, US)  Investment Banking & Brokerage
9. E*TRADE (L, US)   Investment Banking & Brokerage	76		7		77		65
10. Charles Schwab (XL, US)  Investment Banking & Brokerage
10. Charles Schwab (XL, US)   Investment Banking & Brokerage	74		15		97		85

July 3, 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. Virtu Financial (L, US)   Investment Banking & Brokerage
1. Virtu Financial (L, US)   Investment Banking & Brokerage	86		85		74		100
2. INTL FCStone (XXL, US)   Investment Banking & Brokerage
2. INTL FCStone (XXL, US)   Investment Banking & Brokerage	69		67		87		96
3. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
3. Morgan Stanley (XXL, US)   Investment Banking & Brokerage	26		61		86		61
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage	26		42		80		45
5. Interactive Brokers (L, US)   Investment Banking & Brokerage
5. Interactive Brokers (L, US)   Investment Banking & Brokerage	61		18		94		70

July 3, 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. Charles Schwab (XL, US)   Investment Banking & Brokerage
1. Charles Schwab (XL, US)   Investment Banking & Brokerage	74		15		97		85
2. TD Ameritrade (XL, US)   Investment Banking & Brokerage
2. TD Ameritrade (XL, US)   Investment Banking & Brokerage	79		11		94		85
3. Interactive Brokers (L, US)   Investment Banking & Brokerage
3. Interactive Brokers (L, US)   Investment Banking & Brokerage	61		18		94		70
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage	69		67		87		96
5. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
5. Morgan Stanley (XXL, US)   Investment Banking & Brokerage	26		61		86		61
6. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
6. Goldman Sachs (XXL, US)   Investment Banking & Brokerage	26		42		80		45
7. Raymond James (XL, US)   Investment Banking & Brokerage
7. Raymond James (XL, US)   Investment Banking & Brokerage	95		15		77		85
8. E*TRADE (L, US)   Investment Banking & Brokerage
8. E*TRADE (L, US)   Investment Banking & Brokerage	76		7		77		65
9. Virtu Financial (L, US)   Investment Banking & Brokerage
9. Virtu Financial (L, US)   Investment Banking & Brokerage	86		85		74		100
10. Stifel Financial (XL, US)   Investment Banking & Brokerage
10. Stifel Financial (XL, US)   Investment Banking & Brokerage	95		15		65		69

July 3, 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. Virtu Financial (L, US)   Investment Banking & Brokerage
1. Virtu Financial (L, US)   Investment Banking & Brokerage	86		85		74		100
2. INTL FCStone (XXL, US)   Investment Banking & Brokerage
2. INTL FCStone (XXL, US)   Investment Banking & Brokerage	69		67		87		96
3. Raymond James (XL, US)   Investment Banking & Brokerage
3. Raymond James (XL, US)   Investment Banking & Brokerage	95		15		77		85
4. Charles Schwab (XL, US)   Investment Banking & Brokerage
4. Charles Schwab (XL, US)   Investment Banking & Brokerage	74		15		97		85
5. TD Ameritrade (XL, US)   Investment Banking & Brokerage
5. TD Ameritrade (XL, US)   Investment Banking & Brokerage	79		11		94		85
6. Interactive Brokers (L, US)   Investment Banking & Brokerage
6. Interactive Brokers (L, US)   Investment Banking & Brokerage	61		18		94		70
7. Stifel Financial (XL, US)   Investment Banking & Brokerage
7. Stifel Financial (XL, US)   Investment Banking & Brokerage	95		15		65		69
8. Oppenheimer (L, US)   Investment Banking & Brokerage
8. Oppenheimer (L, US)   Investment Banking & Brokerage	100		15		50		65
9. Piper Jaffray (L, US)   Investment Banking & Brokerage
9. Piper Jaffray (L, US)   Investment Banking & Brokerage	95		15		55		65
10. E*TRADE (L, US)   Investment Banking & Brokerage
10. E*TRADE (L, US)   Investment Banking & Brokerage	76		7		77		65

July 3, 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 July 3, 2020.