| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 27.803.581 $ | -2.219.636 $ | -3,6 % | 160.584.810 $ | +23.858.526 $ | +64,0 % | 136.780.038 $ | -28.893.505 $ | -7,7 % | 160.911.645 $ | -13.518.951 $ | +4,8 % |
| SIT INVESTMENT ASSOCIATES INC | 18.619.000 $ | -5.194.000 $ | -21,8 % | 23.813.000 $ | -6.755.000 $ | -22,1 % | 30.568.000 $ | -12.041.000 $ | -28,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 23.319.854 $ | +5.478.371 $ | +30,7 % | 17.841.483 $ | -1.398.901 $ | -7,3 % | 19.240.384 $ | +609.640 $ | +3,3 % | |||
| Penserra Capital Management LLC | 8.964.000 $ | +1.619.000 $ | +22,0 % | 7.345.000 $ | -9.002.000 $ | -55,1 % | 16.347.000 $ | +816.000 $ | +5,3 % | |||
| WELLS FARGO & COMPANY/MN | 11.554.178 $ | +1.955.868 $ | +20,4 % | 9.598.310 $ | -425.817 $ | -4,2 % | 10.024.127 $ | -1.180.380 $ | -10,5 % | |||
| GUGGENHEIM CAPITAL LLC | 10.494.607 $ | +2.202.024 $ | +26,6 % | 8.292.583 $ | -1.551.794 $ | -15,8 % | 9.844.377 $ | +1.127.199 $ | +12,9 % | |||
| Advisors Asset Management, Inc. | 10.183.377 $ | +2.476.850 $ | +32,1 % | 7.706.527 $ | -2.184.360 $ | -22,1 % | 9.890.887 $ | +437.133 $ | +4,6 % | |||
| LPL Financial LLC | 6.927.556 $ | +942.389 $ | +15,7 % | 5.985.167 $ | -1.125.072 $ | -15,8 % | 7.110.239 $ | -24.400 $ | -0,3 % | |||
| MORGAN STANLEY | 6.764.030 $ | +702.893 $ | +11,6 % | 6.061.137 $ | -36.802 $ | -0,6 % | 6.097.939 $ | -633.201 $ | -9,4 % | |||
| Koshinski Asset Management, Inc. | 5.512.383 $ | -796.456 $ | -12,6 % | 6.308.839 $ | +1.032.203 $ | +19,6 % | 5.276.636 $ | -556.443 $ | -9,5 % | 5.833.079 $ | +131.133 $ | +2,3 % |
| WOLVERINE ASSET MANAGEMENT LLC | 3.663.143 $ | -1.075.887 $ | -22,7 % | 4.739.030 $ | +3.031.572 $ | +177,5 % | 1.707.458 $ | |||||
| Arete Wealth Advisors, LLC | 4.186.776 $ | +634.940 $ | +17,9 % | 3.551.836 $ | -311.088 $ | -8,1 % | 3.862.924 $ | +69.924 $ | +1,8 % | |||
| Baird Financial Group, Inc. | 3.746.377 $ | +545.942 $ | +17,1 % | 3.200.435 $ | -563.584 $ | -15,0 % | 3.764.019 $ | -120.496 $ | -3,1 % | |||
| FCA CORP /TX | 3.338.306 $ | +670.174 $ | +25,1 % | 2.668.132 $ | -231.432 $ | -8,0 % | 2.899.564 $ | +108.970 $ | +3,9 % | |||
| Steward Partners Investment Advisory, LLC | 3.253.637 $ | +722.411 $ | +28,5 % | 2.531.226 $ | -200.732 $ | -7,3 % | 2.731.958 $ | +263.058 $ | +10,7 % | |||
| ABSOLUTE INVESTMENT ADVISERS, LLC | 2.842.458 $ | +1.944.008 $ | +216,4 % | 898.450 $ | +135.206 $ | +17,7 % | 763.244 $ | +11.559 $ | +1,5 % | 751.685 $ | -2.535.166 $ | -77,1 % |
| Rockefeller Capital Management L.P. | 2.501.848 $ | +2.413.860 $ | +2.743,4 % | 87.988 $ | +26.200 $ | +42,4 % | 61.788 $ | -2.657 $ | -4,1 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.832.920 $ | -256.500 $ | -12,3 % | 2.089.420 $ | +257.790 $ | +14,1 % | 1.831.630 $ | -216.870 $ | -10,6 % | 2.048.500 $ | -132.500 $ | -6,1 % |
| Cyndeo Wealth Partners, LLC | 1.754.825 $ | -251.127 $ | -12,5 % | 2.005.952 $ | +297.065 $ | +17,4 % | 1.708.887 $ | -23.456 $ | -1,4 % | 1.732.343 $ | +224.845 $ | +14,9 % |
| Creative Planning | 1.563.201 $ | -272.843 $ | -14,9 % | 1.836.044 $ | +262.886 $ | +16,7 % | 1.573.158 $ | -190.969 $ | -10,8 % | 1.764.127 $ | -46.924 $ | -2,6 % |
| OSAIC HOLDINGS, INC. | 1.541.113 $ | +424.083 $ | +38,0 % | 1.117.030 $ | -358.679 $ | -24,3 % | 1.475.709 $ | -134.153 $ | -8,3 % | |||
| Cambridge Investment Research Advisors, Inc. | 607.000 $ | -863.000 $ | -58,7 % | 1.470.000 $ | +741.000 $ | +101,6 % | 729.000 $ | -129.000 $ | -15,0 % | 858.000 $ | -18.000 $ | -2,1 % |
| UBS Group AG | 1.438.275 $ | +274.287 $ | +23,6 % | 1.163.988 $ | -150.869 $ | -11,5 % | 1.314.857 $ | -79.266 $ | -5,7 % | |||
| NewEdge Advisors, LLC | 1.264.474 $ | +519.499 $ | +69,7 % | 744.975 $ | -130.003 $ | -14,9 % | 874.978 $ | -28.788 $ | -3,2 % | |||
| READYSTATE ASSET MANAGEMENT LP | 172.462 $ | -1.014.661 $ | -85,5 % | 1.187.123 $ | ||||||||
| Formidable Asset Management, LLC | 946.488 $ | +121.753 $ | +14,8 % | 824.735 $ | -118.323 $ | -12,5 % | 943.058 $ | -199.294 $ | -17,4 % | 1.142.352 $ | +12.114 $ | +1,1 % |
| Nicht ausgewiesen | 933.216 $ | +118.023 $ | +14,5 % | 815.193 $ | -208.337 $ | -20,4 % | 1.023.530 $ | |||||
| NWF Advisory Services Inc. | 769.117 $ | -110.064 $ | -12,5 % | 879.181 $ | +108.170 $ | +14,0 % | 771.011 $ | -117.986 $ | -13,3 % | 888.997 $ | -31.794 $ | -3,5 % |
| Sanctuary Advisors, LLC | 885.006 $ | +145.491 $ | +19,7 % | 739.515 $ | -104.337 $ | -12,4 % | 843.852 $ | +103.255 $ | +13,9 % | |||
| BANK OF AMERICA CORP /DE/ | 851.712 $ | +176.998 $ | +26,2 % | 674.714 $ | -202.354 $ | -23,1 % | 877.068 $ | -15.865 $ | -1,8 % | |||
| Stolper Co | 739.000 $ | -122.000 $ | -14,2 % | 861.000 $ | +158.000 $ | +22,5 % | 703.000 $ | -73.000 $ | -9,4 % | 776.000 $ | -5.000 $ | -0,6 % |
| STIFEL FINANCIAL CORP | 828.338 $ | +200.370 $ | +31,9 % | 627.968 $ | -6.856 $ | -1,1 % | 634.824 $ | +503.654 $ | +384,0 % | |||
| Modern Wealth Management, LLC | 711.419 $ | +94.767 $ | +15,4 % | 616.652 $ | -158.713 $ | -20,5 % | 775.365 $ | -161.972 $ | -17,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 576.646 $ | +200.325 $ | +53,2 % | 376.321 $ | +44.569 $ | +13,4 % | 331.752 $ | -384.417 $ | -53,7 % | 716.169 $ | +67.223 $ | +10,4 % |
| PFG Investments, LLC | 658.910 $ | +27.446 $ | +4,3 % | 631.464 $ | -74.542 $ | -10,6 % | 706.006 $ | +39.601 $ | +5,9 % | |||
| Waverly Advisors, LLC | 606.964 $ | +51.426 $ | +9,3 % | 555.538 $ | -125.013 $ | -18,4 % | 680.551 $ | -12.044 $ | -1,7 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 539.716 $ | -81.934 $ | -13,2 % | 621.650 $ | +80.029 $ | +14,8 % | 541.621 $ | -55.734 $ | -9,3 % | 597.355 $ | +38.018 $ | +6,8 % |
| MILLENNIUM MANAGEMENT LLC | 157.095 $ | -439.630 $ | -73,7 % | 596.725 $ | ||||||||
| GREENBERG FINANCIAL GROUP | 595.775 $ | +465.933 $ | +358,8 % | |||||||||
| Quarry LP | 580.618 $ | +108.171 $ | +22,9 % | 472.447 $ | -9.377 $ | -1,9 % | 481.824 $ | -745.696 $ | -60,7 % | |||
| Heron Bay Capital Management | 560.980 $ | +83.076 $ | +17,4 % | 477.904 $ | -59.095 $ | -11,0 % | 536.999 $ | -10.706 $ | -2,0 % | |||
| Cetera Investment Advisers | 550.990 $ | +114.407 $ | +26,2 % | 436.583 $ | -73.797 $ | -14,5 % | 510.380 $ | +217.080 $ | +74,0 % | |||
| ROYAL BANK OF CANADA | 1.000 $ | -468.000 $ | -99,8 % | 469.000 $ | -66.000 $ | -12,3 % | 535.000 $ | -20.000 $ | -3,6 % | |||
| Concurrent Investment Advisors, LLC | 454.782 $ | -66.392 $ | -12,7 % | 521.174 $ | +65.017 $ | +14,3 % | 456.157 $ | -20.855 $ | -4,4 % | 477.012 $ | -9.510 $ | -2,0 % |
| Ameritas Advisory Services, LLC | 514.948 $ | +143.923 $ | +38,8 % | 371.025 $ | -45.880 $ | -11,0 % | 416.905 $ | -70.509 $ | -14,5 % | |||
| PMG Family Office LLC | 456.028 $ | -57.112 $ | -11,1 % | 513.140 $ | +143.197 $ | +38,7 % | 369.943 $ | -5.392 $ | -1,4 % | 375.335 $ | -14.619 $ | -3,7 % |
| Shaker Financial Services, LLC | 510.028 $ | +117.303 $ | +29,9 % | 392.725 $ | -13.834 $ | -3,4 % | 406.559 $ | +144.046 $ | +54,9 % | 262.513 $ | -352.814 $ | -57,3 % |
| Calamos Advisors LLC | 466.835 $ | -33.441 $ | -6,7 % | 500.276 $ | +361.646 $ | +260,9 % | 138.630 $ | -312.627 $ | -69,3 % | |||
| WCG Wealth Advisors LLC | 481.451 $ | +71.299 $ | +17,4 % | 410.152 $ | -50.717 $ | -11,0 % | 460.869 $ | -9.189 $ | -2,0 % | |||
| Sage Capital Management, LLC | 414.852 $ | -59.368 $ | -12,5 % | 474.220 $ | +70.228 $ | +17,4 % | 403.992 $ | -12.336 $ | -3,0 % | 416.328 $ | -8.300 $ | -2,0 % |
| Twelve Points Wealth Management LLC | 378.551 $ | -77.136 $ | -16,9 % | 455.687 $ | +67.498 $ | +17,4 % | 388.189 $ | -59.463 $ | -13,3 % | 447.652 $ | +2.799 $ | +0,6 % |
| Integrated Wealth Concepts LLC | 450.588 $ | +24.697 $ | +5,8 % | 425.891 $ | -13.282 $ | -3,0 % | ||||||
| XTX Topco Ltd | 435.876 $ | |||||||||||
| Kestra Advisory Services, LLC | 406.166 $ | -28.144 $ | -6,5 % | 434.310 $ | +139.337 $ | +47,2 % | 294.973 $ | +175.959 $ | +147,8 % | 119.014 $ | ||
| Centurion Wealth Management LLC | 356.249 $ | -73.631 $ | -17,1 % | 429.880 $ | +63.940 $ | +17,5 % | 365.940 $ | -45.028 $ | -11,0 % | 410.968 $ | -1.798 $ | -0,4 % |
| Moors & Cabot, Inc. | 376.625 $ | +55.775 $ | +17,4 % | 320.850 $ | -49.080 $ | -13,3 % | 369.930 $ | -7.375 $ | -2,0 % | |||
| Invesco Ltd. | 190.747 $ | -171.935 $ | -47,4 % | 362.682 $ | -293.215 $ | -44,7 % | ||||||
| Beacon Pointe Advisors, LLC | 204.238 $ | +83.710 $ | +69,5 % | 120.528 $ | -173.260 $ | -59,0 % | 293.788 $ | -5.857 $ | -2,0 % | |||
| CoreCap Advisors, LLC | 228.092 $ | -49.532 $ | -17,8 % | 277.624 $ | +260.884 $ | +1.558,4 % | 16.740 $ | -274.999 $ | -94,3 % | 291.739 $ | +54.420 $ | +22,9 % |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 290.624 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 289.881 $ | |||||||||||
| HRT FINANCIAL LP | 286.000 $ | |||||||||||
| PRIVATE TRUST CO NA | 256.524 $ | -28.387 $ | -10,0 % | 284.911 $ | +48.700 $ | +20,6 % | 236.211 $ | -21.581 $ | -8,4 % | 257.792 $ | +1.992 $ | +0,8 % |
| JANE STREET GROUP, LLC | 279.011 $ | -64.081 $ | -18,7 % | |||||||||
| Compound Planning, Inc. | 242.448 $ | -34.696 $ | -12,5 % | 277.144 $ | +41.043 $ | +17,4 % | 236.101 $ | -29.195 $ | -11,0 % | 265.296 $ | -5.289 $ | -2,0 % |
| Vanguard Capital Wealth Advisors | 229.263 $ | -37.638 $ | -14,1 % | 266.901 $ | +39.847 $ | +17,5 % | 227.054 $ | -27.702 $ | -10,9 % | 254.756 $ | -4.727 $ | -1,8 % |
| BENJAMIN EDWARDS INC | 265.333 $ | +54.753 $ | +26,0 % | 210.580 $ | -28.832 $ | -12,0 % | 239.412 $ | +31.676 $ | +15,2 % | |||
| Windsor Capital Management, LLC | 171.424 $ | -21.310 $ | -11,1 % | 192.734 $ | -16.714 $ | -8,0 % | 209.448 $ | -48.282 $ | -18,7 % | 257.730 $ | -9.360 $ | -3,5 % |
| FIFTH THIRD BANCORP | 223.425 $ | -32.602 $ | -12,7 % | 256.027 $ | +44.634 $ | +21,1 % | 211.393 $ | |||||
| TRUIST FINANCIAL CORP | 232.076 $ | -22.732 $ | -8,9 % | 254.808 $ | +37.735 $ | +17,4 % | 217.073 $ | -33.114 $ | -13,2 % | 250.187 $ | -4.813 $ | -1,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 252.738 $ | +47.752 $ | +23,3 % | 204.986 $ | -34.512 $ | -14,4 % | 239.498 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 247.043 $ | -839 $ | -0,3 % | |||||||||
| Equitable Holdings, Inc. | 242.823 $ | |||||||||||
| COMERICA BANK | 234.761 $ | +103 $ | +0,0 % | |||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 183.360 $ | -26.240 $ | -12,5 % | 209.600 $ | ||||||||
| Logan Stone Capital, LLC | 208.185 $ | +56.911 $ | +37,6 % | 151.274 $ | ||||||||
| Oxbow Advisors, LLC | 203.574 $ | +34.768 $ | +20,6 % | 168.806 $ | -15.482 $ | -8,4 % | 184.288 $ | +1.365 $ | +0,7 % | |||
| Encompass More Asset Management | 167.379 $ | -23.191 $ | -12,2 % | 190.570 $ | +28.818 $ | +17,8 % | 161.752 $ | -19.097 $ | -10,6 % | 180.849 $ | -2.328 $ | -1,3 % |
| Tactive Advisors, LLC | 184.902 $ | -754 $ | -0,4 % | 185.656 $ | +29.417 $ | +18,8 % | 156.239 $ | -25.021 $ | -13,8 % | 181.260 $ | -14.827 $ | -7,6 % |
| High Net Worth Advisory Group LLC | 160.857 $ | -21.379 $ | -11,7 % | 182.236 $ | +28.275 $ | +18,4 % | 153.961 $ | |||||
| MELFA WEALTH MANAGEMENT, INC. | 180.802 $ | +26.775 $ | +17,4 % | 154.027 $ | -19.046 $ | -11,0 % | 173.073 $ | -3.451 $ | -2,0 % | |||
| Merit Financial Group, LLC | 154.306 $ | -25.324 $ | -14,1 % | 179.630 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 172.128 $ | +25.903 $ | +17,7 % | 146.225 $ | -17.983 $ | -11,0 % | 164.208 $ | -7.729 $ | -4,5 % | |||
| Vestmark Advisory Solutions, Inc. | 159.571 $ | +23.631 $ | +17,4 % | 135.940 $ | -16.810 $ | -11,0 % | 152.750 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 139.594 $ | -19.977 $ | -12,5 % | 159.571 $ | +23.631 $ | +17,4 % | 135.940 $ | -16.810 $ | -11,0 % | 152.750 $ | -3.045 $ | -2,0 % |
| Pinnacle Wealth Planning Services, Inc. | 118.608 $ | -14.026 $ | -10,6 % | 132.634 $ | +19.642 $ | +17,4 % | 112.992 $ | -42.476 $ | -27,3 % | 155.468 $ | ||
| OPPENHEIMER & CO INC | 133.200 $ | -17.699 $ | -11,7 % | 150.899 $ | +22.369 $ | +17,4 % | 128.530 $ | -15.818 $ | -11,0 % | 144.348 $ | -9.720 $ | -6,3 % |
| Ellevest, Inc. | 144.284 $ | +17.204 $ | +13,5 % | 127.080 $ | -11.626 $ | -8,4 % | 138.706 $ | +1.066 $ | +0,8 % | |||
| IMC-Chicago, LLC | 140.366 $ | |||||||||||
| CALTON & ASSOCIATES, INC. | 136.132 $ | -14.134 $ | -9,4 % | |||||||||
| Trust Investment Advisors | 130.876 $ | -30.919 $ | -19,1 % | |||||||||
| Ballew Advisors, Inc | 126.466 $ | -3.023 $ | -2,3 % | 129.489 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 106.909 $ | +15.832 $ | +17,4 % | 91.077 $ | -34.461 $ | -27,5 % | 125.538 $ | -2.503 $ | -2,0 % | |||
| Patriot Financial Group Insurance Agency, LLC | 113.810 $ | |||||||||||
| MeadowBrook Investment Advisors LLC | 51.391 $ | -10.245 $ | -16,6 % | 61.636 $ | +9.128 $ | +17,4 % | 52.508 $ | -634 $ | -1,2 % | |||
| Atlantic Union Bankshares Corp | 61.570 $ | +9.118 $ | +17,4 % | 52.452 $ | -6.486 $ | -11,0 % | 58.938 $ | -1.175 $ | -2,0 % | |||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 59.558 $ | +27.489 $ | +85,7 % | 32.069 $ | ||||||||
| Clear Street Group Inc. | 42.536 $ | |||||||||||
| Institute for Wealth Management, LLC. | 39.980 $ | |||||||||||
| McCarley & Cook Financial Planners | 32.134 $ | -4.598 $ | -12,5 % | 36.732 $ | +5.439 $ | +17,4 % | 31.293 $ | -3.869 $ | -11,0 % | 35.162 $ | ||
| LFA - Lugano Financial Advisors SA | 36.143 $ | +5.643 $ | +18,5 % | 30.500 $ | -3.783 $ | -11,0 % | 34.283 $ | |||||
| CWM, LLC | 30.867 $ | +21.867 $ | +243,0 % | 9.000 $ | +2.000 $ | +28,6 % | ||||||
| Axiom Investment Management LLC | 26.411 $ | +4.982 $ | +23,2 % | 21.429 $ | ||||||||
| CIBC Private Wealth Group LLC | 25.814 $ | -252 $ | -1,0 % | |||||||||
| Colonial Trust Co / SC | 25.728 $ | +4.380 $ | +20,5 % | 21.348 $ | ||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 25.205 $ | -503 $ | -2,0 % | |||||||||
| US BANCORP \DE\ | 16.892 $ | -2.417 $ | -12,5 % | 19.309 $ | +2.859 $ | +17,4 % | 16.450 $ | -2.034 $ | -11,0 % | 18.484 $ | -368 $ | -2,0 % |
| Sound Income Strategies, LLC | 15.918 $ | -1.890 $ | -10,6 % | 17.808 $ | -392 $ | -2,2 % | ||||||
| GHP Investment Advisors, Inc. | 14.898 $ | -2.132 $ | -12,5 % | 17.030 $ | +2.522 $ | +17,4 % | 14.508 $ | -1.794 $ | -11,0 % | 16.302 $ | -325 $ | -2,0 % |
| Keating Financial Advisory Services, Inc. | 14.345 $ | +2.125 $ | +17,4 % | 12.220 $ | -1.511 $ | -11,0 % | 13.731 $ | |||||
| Triumph Capital Management | 11.758 $ | -1.683 $ | -12,5 % | 13.441 $ | +1.991 $ | +17,4 % | 11.450 $ | -1.416 $ | -11,0 % | 12.866 $ | ||
| Golden State Wealth Management, LLC | 11.758 $ | -1.683 $ | -12,5 % | 13.441 $ | +1.991 $ | +17,4 % | 11.450 $ | -1.416 $ | -11,0 % | 12.866 $ | -257 $ | -2,0 % |
| Privatperson | 13.090 $ | +1.930 $ | +17,3 % | 11.160 $ | -1.360 $ | -10,9 % | 12.520 $ | -240 $ | -1,9 % | |||
| McIlrath & Eck, LLC | 10.095 $ | -201 $ | -2,0 % | |||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 3.659 $ | -4.279 $ | -53,9 % | 7.938 $ | +4.435 $ | +126,6 % | 3.503 $ | -70 $ | -2,0 % | |||
| Fortis Group Advisors, LLC | 7.126 $ | +1.056 $ | +17,4 % | 6.070 $ | -751 $ | -11,0 % | 6.821 $ | -138 $ | -2,0 % | |||
| Gen-Wealth Partners Inc | 6.485 $ | +961 $ | +17,4 % | 5.524 $ | -683 $ | -11,0 % | 6.207 $ | -124 $ | -2,0 % | |||
| North Star Investment Management Corp. | 4.811 $ | -688 $ | -12,5 % | 5.499 $ | +814 $ | +17,4 % | 4.685 $ | -579 $ | -11,0 % | 5.264 $ | -105 $ | -2,0 % |
| JONES FINANCIAL COMPANIES LLLP | 5.270 $ | |||||||||||
| Allworth Financial LP | 5.240 $ | +776 $ | +17,4 % | 4.464 $ | -552 $ | -11,0 % | 5.016 $ | -100 $ | -2,0 % | |||
| JPMORGAN CHASE & CO | 5.216 $ | +888 $ | +20,5 % | 4.328 $ | -688 $ | -13,7 % | 5.016 $ | -5.216 $ | -51,0 % | |||
| Advisory Services Network, LLC | 4.051 $ | -336 $ | -7,7 % | |||||||||
| BOK Financial Private Wealth, Inc. | 3.983 $ | |||||||||||
| ASSETMARK, INC | 3.003 $ | -429 $ | -12,5 % | 3.432 $ | +508 $ | +17,4 % | 2.924 $ | -361 $ | -11,0 % | 3.285 $ | -66 $ | -2,0 % |
| BESSEMER GROUP INC | 3.000 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 2.521 $ | -361 $ | -12,5 % | 2.882 $ | +427 $ | +17,4 % | 2.455 $ | -304 $ | -11,0 % | 2.759 $ | -3.636 $ | -56,9 % |
| BFC Planning, Inc. | 1.716 $ | |||||||||||
| WPG Advisers, LLC | 1.318 $ | |||||||||||
| Geneos Wealth Management Inc. | 1.297 $ | +192 $ | +17,4 % | 1.105 $ | -136 $ | -11,0 % | 1.241 $ | -25 $ | -2,0 % | |||
| IFP Advisors, Inc | 1.123 $ | -161 $ | -12,5 % | 1.284 $ | +190 $ | +17,4 % | 1.094 $ | -135 $ | -11,0 % | 1.229 $ | ||
| Gesamt | 27.803.581 $ | -2.219.636 $ | -3,6 % | 160.584.810 $ | +23.858.526 $ | +64,0 % | 136.780.038 $ | -28.893.505 $ | -7,7 % | 160.911.645 $ | -13.518.951 $ | +4,8 % |