| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 46.760.681 $ | +9.573.621 $ | +100,3 % | 34.592.092 $ | +9.187.061 $ | +62,8 % | 23.165.897 $ | +5.728.405 $ | +48,1 % | 16.598.447 $ | +7.416.159 $ | +146,2 % |
| ROTHSCHILD INVESTMENT LLC | 11.484.466 $ | +2.966.767 $ | +34,8 % | 8.517.699 $ | +2.341.763 $ | +37,9 % | 6.175.936 $ | +1.844.351 $ | +42,6 % | 4.331.585 $ | +3.639.126 $ | +525,5 % |
| LPL Financial LLC | 8.740.234 $ | +2.687.548 $ | +44,4 % | 6.052.686 $ | +5.155.649 $ | +574,7 % | 897.037 $ | |||||
| DKM Wealth Management, Inc. | 4.619.993 $ | -625.936 $ | -11,9 % | 5.245.929 $ | +620.528 $ | +13,4 % | 4.625.401 $ | +1.482.144 $ | +47,2 % | 3.143.257 $ | +698.682 $ | +28,6 % |
| Convergence Financial, LLC | 4.066.693 $ | +3.363.591 $ | +478,4 % | 703.102 $ | ||||||||
| BLUE JEAN FINANCIAL LLC | 3.125.512 $ | +254.882 $ | +8,9 % | 2.870.630 $ | +354.075 $ | +14,1 % | 2.516.555 $ | +97.105 $ | +4,0 % | 2.419.450 $ | ||
| Kellett Wealth Advisors, LLC | 2.924.665 $ | +2.658.886 $ | +1.000,4 % | 265.779 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 210.000 $ | -2.561.000 $ | -92,4 % | 2.771.000 $ | +1.142.000 $ | +70,1 % | 1.629.000 $ | +1.024.000 $ | +169,3 % | |||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 2.009.773 $ | -97.354 $ | -4,6 % | 2.107.127 $ | -80.410 $ | -3,7 % | 2.187.537 $ | +206.542 $ | +10,4 % | 1.980.995 $ | +1.706.502 $ | +621,7 % |
| Ascentis Independent Advisors | 2.129.966 $ | |||||||||||
| Private Advisor Group, LLC | 1.464.618 $ | +426.891 $ | +41,1 % | 1.037.727 $ | +102.863 $ | +11,0 % | 934.864 $ | +238.108 $ | +34,2 % | 696.756 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.094.893 $ | |||||||||||
| First Pacific Financial | 1.074.882 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 887.716 $ | |||||||||||
| Sugar Maple Asset Management, LLC | 831.885 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 798.600 $ | +515.050 $ | +181,6 % | 283.550 $ | ||||||||
| PFG Advisors | 766.507 $ | |||||||||||
| JANE STREET GROUP, LLC | 745.817 $ | +457.226 $ | +158,4 % | 288.591 $ | -73.791 $ | -20,4 % | ||||||
| Chicago Wealth Management, Inc. | 739.500 $ | +1.950 $ | +0,3 % | 737.550 $ | -597 $ | -0,1 % | 738.147 $ | +411.524 $ | +126,0 % | |||
| Sanctuary Advisors, LLC | 587.598 $ | |||||||||||
| WEST MICHIGAN ADVISORS, LLC | 576.710 $ | |||||||||||
| Acorn Wealth Advisors, LLC | 520.330 $ | -13.977 $ | -2,6 % | 534.307 $ | +7.362 $ | +1,4 % | 526.945 $ | +174.180 $ | +49,4 % | 352.765 $ | ||
| Summit Financial, LLC | 521.940 $ | +131.100 $ | +33,5 % | 390.840 $ | +46.823 $ | +13,6 % | 344.017 $ | |||||
| ROBERTS GLORE & CO INC /IL/ | 431.460 $ | |||||||||||
| D.A. DAVIDSON & CO. | 430.251 $ | +11.481 $ | +2,7 % | 418.770 $ | +38.970 $ | +10,3 % | 379.800 $ | +78.075 $ | +25,9 % | 301.725 $ | ||
| ROYAL BANK OF CANADA | 415.000 $ | +332.000 $ | +400,0 % | 83.000 $ | +4.000 $ | +5,1 % | ||||||
| Arax Advisory Partners | 286.413 $ | |||||||||||
| 4WEALTH ADVISORS, INC. | 280.159 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 264.457 $ | +53.951 $ | +25,6 % | 210.506 $ | +103.159 $ | +96,1 % | 107.347 $ | +4.875 $ | +4,8 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 254.485 $ | |||||||||||
| CITADEL ADVISORS LLC | 234.613 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 204.506 $ | -4.194 $ | -2,0 % | 208.700 $ | +494 $ | +0,2 % | 208.206 $ | |||||
| AlphaCore Capital LLC | 206.421 $ | |||||||||||
| PRIVATE TRUST CO NA | 181.551 $ | -3.723 $ | -2,0 % | 185.274 $ | ||||||||
| Geneos Wealth Management Inc. | 111.094 $ | -826 $ | -0,7 % | 111.920 $ | +1.540 $ | +1,4 % | 110.380 $ | +568 $ | +0,5 % | 109.812 $ | +1.241 $ | +1,1 % |
| CWM, LLC | 72.010 $ | +10 $ | +0,0 % | 72.000 $ | +0 $ | +0,0 % | ||||||
| UBS Group AG | 1.865 $ | -4.465 $ | -70,5 % | 6.330 $ | -16.063 $ | -71,7 % | ||||||
| Gesamt | 46.760.681 $ | +9.573.621 $ | +100,3 % | 34.592.092 $ | +9.187.061 $ | +62,8 % | 23.165.897 $ | +5.728.405 $ | +48,1 % | 16.598.447 $ | +7.416.159 $ | +146,2 % |