| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 14.607.200 $ | +3.216.060 $ | +29,6 % | 10.314.619 $ | +2.061.697 $ | +37,9 % | 5.010.206 $ | -263.309 $ | +3.875,0 % | 4.867.413 $ | +42.175 $ | -9,4 % |
| TRUIST FINANCIAL CORP | 7.376.548 $ | +4.043.796 $ | +121,3 % | 3.332.752 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 1.582.000 $ | -848.000 $ | -34,9 % | 2.430.000 $ | +1.282.000 $ | +111,7 % | 1.148.000 $ | +48.000 $ | +4,4 % | 1.100.000 $ | +69.000 $ | +6,7 % |
| Waverly Advisors, LLC | 2.321.720 $ | +275.466 $ | +13,5 % | 2.046.254 $ | -310.316 $ | -13,2 % | 2.356.570 $ | -13.488 $ | -0,6 % | |||
| Kestra Advisory Services, LLC | 2.353.993 $ | |||||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.768.219 $ | |||||||||||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 870.261 $ | +20.264 $ | +2,4 % | 849.997 $ | +71.856 $ | +9,2 % | 778.141 $ | +164.136 $ | +26,7 % | 614.005 $ | +3.234 $ | +0,5 % |
| Fiduciary Alliance LLC | 656.179 $ | |||||||||||
| ENVESTNET ASSET MANAGEMENT INC | 647.321 $ | +448.247 $ | +225,2 % | 199.074 $ | -95.477 $ | -32,4 % | ||||||
| Orion Porfolio Solutions, LLC | 201.735 $ | -32.104 $ | -13,7 % | 233.839 $ | -17.204 $ | -6,9 % | 251.043 $ | +4.789 $ | +1,9 % | |||
| CITADEL ADVISORS LLC | 206.486 $ | +27.773 $ | +15,5 % | 178.713 $ | -71.792 $ | -28,7 % | 250.505 $ | +14.870 $ | +6,3 % | |||
| OSAIC HOLDINGS, INC. | 169.424 $ | -19.787 $ | -10,5 % | 189.211 $ | +3.610 $ | +1,9 % | 185.601 $ | +15.037 $ | +8,8 % | |||
| Aptus Capital Advisors, LLC | 122.645 $ | +10.812 $ | +9,7 % | 111.833 $ | +2.464 $ | +2,3 % | 109.369 $ | +1.060 $ | +1,0 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 111.833 $ | |||||||||||
| Arax Advisory Partners | 21.797 $ | |||||||||||
| UBS Group AG | 10.742 $ | -2.566 $ | -19,3 % | 13.308 $ | +13.270 $ | +34.921,1 % | 38 $ | -52.327 $ | -99,9 % | |||
| Farther Finance Advisors, LLC | 256 $ | |||||||||||
| BFC Planning, Inc. | 26 $ | |||||||||||
| Gesamt | 14.607.200 $ | +3.216.060 $ | +29,6 % | 10.314.619 $ | +2.061.697 $ | +37,9 % | 5.010.206 $ | -263.309 $ | +3.875,0 % | 4.867.413 $ | +42.175 $ | -9,4 % |