| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 191.982.051 $ | +51.899.857 $ | +304,8 % | 248.292.747 $ | +119.910.003 $ | +1.768,2 % | 39.944.795 $ | +9.554.087 $ | +2.457,1 % | 29.683.014 $ | +3.501.286 $ | +49,3 % |
| LPL Financial LLC | 75.626.937 $ | +27.333.299 $ | +56,6 % | 48.293.638 $ | +48.077.272 $ | +22.220,3 % | 216.366 $ | |||||
| ENVESTNET ASSET MANAGEMENT INC | 49.186.131 $ | +46.445.898 $ | +1.695,0 % | 2.740.233 $ | +2.229.967 $ | +437,0 % | 510.266 $ | -1.389.264 $ | -73,1 % | |||
| Cetera Investment Advisers | 21.239.582 $ | +19.161.495 $ | +922,1 % | 2.078.087 $ | +355.779 $ | +20,7 % | 1.722.308 $ | -6.634 $ | -0,4 % | |||
| Tidemark, LLC | 20.519.051 $ | +5.367.448 $ | +35,4 % | 15.151.603 $ | ||||||||
| ASSETMARK, INC | 14.178.345 $ | +684.284 $ | +5,1 % | 13.494.061 $ | ||||||||
| BENJAMIN EDWARDS INC | 13.136.404 $ | |||||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 11.328.621 $ | +10.920.712 $ | +2.677,2 % | 407.909 $ | ||||||||
| ROYAL BANK OF CANADA | 11.136.000 $ | +3.642.000 $ | +48,6 % | 7.494.000 $ | +3.018.000 $ | +67,4 % | 4.476.000 $ | +495.000 $ | +12,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 10.114.000 $ | |||||||||||
| Holistic Financial Partners | 2.572.027 $ | -6.037.354 $ | -70,1 % | 8.609.381 $ | +1.144.161 $ | +15,3 % | 7.465.220 $ | +1.490.375 $ | +24,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 8.564.970 $ | +3.024.230 $ | +54,6 % | 5.540.740 $ | +174.630 $ | +3,3 % | 5.366.110 $ | +460.780 $ | +9,4 % | 4.905.330 $ | +2.518.330 $ | +105,5 % |
| Nearside Advisors, LLC | 7.717.011 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 5.555.376 $ | |||||||||||
| Gateway Wealth Partners, LLC | 5.134.682 $ | |||||||||||
| Janney Montgomery Scott LLC | 5.016.000 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 4.823.801 $ | +3.158.605 $ | +189,7 % | 1.665.196 $ | +838.901 $ | +101,5 % | 826.295 $ | +646.178 $ | +358,8 % | |||
| Hobart Private Capital, LLC | 4.660.998 $ | +168.854 $ | +3,8 % | 4.492.144 $ | ||||||||
| New England Private Wealth Advisors LLC | 4.446.503 $ | +1.456.353 $ | +48,7 % | 2.990.150 $ | ||||||||
| CreativeOne Wealth, LLC | 4.315.094 $ | +82.413 $ | +1,9 % | 4.232.681 $ | +341.583 $ | +8,8 % | 3.891.098 $ | +45.305 $ | +1,2 % | |||
| Farther Finance Advisors, LLC | 3.368.901 $ | +532.148 $ | +18,8 % | 2.836.753 $ | +981.090 $ | +52,9 % | 1.855.663 $ | +913.880 $ | +97,0 % | 941.783 $ | +705.931 $ | +299,3 % |
| PARK AVENUE SECURITIES LLC | 2.879.000 $ | +112.000 $ | +4,0 % | 2.767.000 $ | ||||||||
| Midwest Financial Group LLC | 2.594.931 $ | +96.700 $ | +3,9 % | 2.498.231 $ | ||||||||
| Sanctuary Advisors, LLC | 2.452.690 $ | +1.352.600 $ | +123,0 % | 1.100.090 $ | -29.434 $ | -2,6 % | 1.129.524 $ | -1.050.150 $ | -48,2 % | |||
| HARBOUR INVESTMENTS, INC. | 2.204.907 $ | +963.373 $ | +77,6 % | 1.241.534 $ | +1.230.354 $ | +11.005,0 % | 11.180 $ | +697 $ | +6,6 % | 10.483 $ | +0 $ | +0,0 % |
| IFP Advisors, Inc | 2.175.518 $ | +81.688 $ | +3,9 % | 2.093.830 $ | ||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 1.860.892 $ | -259.011 $ | -12,2 % | 2.119.903 $ | ||||||||
| Atria Investments, Inc | 1.996.586 $ | +290.624 $ | +17,0 % | 1.705.962 $ | ||||||||
| MGO ONE SEVEN LLC | 1.617.877 $ | |||||||||||
| ARWA LLC | 1.603.156 $ | |||||||||||
| Van Diest Capital, LLC | 1.459.779 $ | +2.197 $ | +0,2 % | 1.457.582 $ | +58.884 $ | +4,2 % | 1.398.698 $ | |||||
| Signature Equity Partners, LLC | 1.403.886 $ | -31.467 $ | -2,2 % | 1.435.353 $ | +1.417.440 $ | +7.912,9 % | 17.913 $ | +1.117 $ | +6,7 % | 16.796 $ | ||
| Envestnet Portfolio Solutions, Inc. | 1.403.352 $ | |||||||||||
| IAMS WEALTH MANAGEMENT, LLC | 1.267.001 $ | |||||||||||
| Advisory Services Network, LLC | 1.084.715 $ | |||||||||||
| OneDigital Investment Advisors LLC | 1.070.165 $ | +4.194 $ | +0,4 % | 1.065.971 $ | -12.190 $ | -1,1 % | 1.078.161 $ | +6.917 $ | +0,6 % | 1.071.244 $ | ||
| AE Wealth Management LLC | 1.016.253 $ | |||||||||||
| Proactive Wealth Strategies LLC | 962.678 $ | +291.290 $ | +43,4 % | 671.388 $ | +293.556 $ | +77,7 % | 377.832 $ | |||||
| NewEdge Advisors, LLC | 925.654 $ | |||||||||||
| Apollon Wealth Management, LLC | 882.542 $ | |||||||||||
| Asset Allocation Strategies LLC | 737.335 $ | |||||||||||
| Marks Group Wealth Management, Inc | 711.697 $ | -8.939 $ | -1,2 % | 720.636 $ | ||||||||
| World Investment Advisors | 687.421 $ | |||||||||||
| MML INVESTORS SERVICES, LLC | 679.222 $ | |||||||||||
| Arkadios Wealth Advisors | 628.537 $ | |||||||||||
| OneAscent Financial Services LLC | 534.082 $ | +22.003 $ | +4,3 % | 512.079 $ | ||||||||
| ARBOR CAPITAL MANAGEMENT INC /ADV | 454.097 $ | -76.986 $ | -14,5 % | 531.083 $ | +30.012 $ | +6,0 % | 501.071 $ | +60.794 $ | +13,8 % | |||
| Kestra Advisory Services, LLC | 522.723 $ | +296.057 $ | +130,6 % | 226.666 $ | +21.160 $ | +10,3 % | 205.506 $ | +138.135 $ | +205,0 % | 67.371 $ | ||
| SILVER OAK SECURITIES, INCORPORATED | 483.429 $ | +121.561 $ | +33,6 % | 361.868 $ | ||||||||
| Nicht ausgewiesen | 454.263 $ | |||||||||||
| Pacific Excel Wealth Advisors, Inc. | 448.175 $ | |||||||||||
| CULLEN/FROST BANKERS, INC. | 433.320 $ | +219.117 $ | +102,3 % | 214.203 $ | ||||||||
| CITADEL ADVISORS LLC | 428.338 $ | |||||||||||
| GeoWealth Management, LLC | 428.169 $ | |||||||||||
| Vestmark Advisory Solutions, Inc. | 407.909 $ | |||||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 393.063 $ | |||||||||||
| Sigma Planning Corp | 383.722 $ | |||||||||||
| McAdam, LLC | 377.492 $ | +15.360 $ | +4,2 % | 362.132 $ | ||||||||
| TUCKER ASSET MANAGEMENT LLC | 373.763 $ | +15.524 $ | +4,3 % | 358.239 $ | ||||||||
| Omnitrust Wealth Management, Inc | 351.352 $ | |||||||||||
| Brookwood Investment Group LLC | 344.254 $ | +35.632 $ | +11,5 % | 308.622 $ | ||||||||
| Dynamic Advisor Solutions LLC | 298.534 $ | +6.763 $ | +2,3 % | 291.771 $ | -39.808 $ | -12,0 % | 331.579 $ | +33.249 $ | +11,1 % | 298.330 $ | -14.580 $ | -4,7 % |
| Accurate Wealth Management, LLC | 314.929 $ | |||||||||||
| UMB Private Wealth Management, LLC | 309.435 $ | |||||||||||
| PRINCIPAL SECURITIES, INC. | 309.386 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 287.145 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 286.834 $ | +13.829 $ | +5,1 % | 273.005 $ | ||||||||
| Koshinski Asset Management, Inc. | 280.099 $ | +26.215 $ | +10,3 % | 253.884 $ | ||||||||
| Valeo Financial Advisors, LLC | 227.131 $ | -37.433 $ | -14,1 % | 264.564 $ | ||||||||
| TrueWealth Advisors, LLC | 240.181 $ | +9.950 $ | +4,3 % | 230.231 $ | ||||||||
| Sowell Financial Services LLC | 209.594 $ | |||||||||||
| Perigon Wealth Management, LLC | 207.564 $ | +5.712 $ | +2,8 % | 201.852 $ | ||||||||
| Cassaday & Co Wealth Management LLC | 152.214 $ | +4.189 $ | +2,8 % | 148.025 $ | -1.693 $ | -1,1 % | 149.718 $ | |||||
| Global Retirement Partners, LLC | 118.139 $ | +116.697 $ | +8.092,7 % | 1.442 $ | ||||||||
| Geneos Wealth Management Inc. | 57.327 $ | |||||||||||
| WELLINGTON-ALTUS USA INC. | 52.866 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 50.730 $ | +27.950 $ | +122,7 % | 22.780 $ | ||||||||
| Coppell Advisory Solutions LLC | 39.160 $ | |||||||||||
| TD Waterhouse Canada Inc. | 32.267 $ | |||||||||||
| Buck Wealth Strategies, LLC | 29.232 $ | +805 $ | +2,8 % | 28.427 $ | ||||||||
| Rossby Financial, LCC | 25.822 $ | +3.378 $ | +15,1 % | 22.444 $ | ||||||||
| N.E.W. Advisory Services LLC | 24.810 $ | +3.730 $ | +17,7 % | 21.080 $ | +11.881 $ | +129,2 % | 9.199 $ | |||||
| Steward Partners Investment Advisory, LLC | 24.006 $ | -347 $ | -1,4 % | 24.353 $ | +1.517 $ | +6,6 % | 22.836 $ | +1 $ | +0,0 % | |||
| Quest 10 Wealth Builders, Inc. | 22.437 $ | +618 $ | +2,8 % | 21.819 $ | ||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16.145 $ | -253 $ | -1,5 % | 16.398 $ | ||||||||
| IFG Advisory, LLC | 11.126 $ | |||||||||||
| MORGAN STANLEY | 433 $ | -9.532 $ | -95,7 % | 9.965 $ | +9.942 $ | +43.226,1 % | 23 $ | +0 $ | +0,0 % | |||
| Strive Financial Group ,LLC | 6.878 $ | |||||||||||
| US BANCORP \DE\ | 4.974 $ | -57 $ | -1,1 % | 5.031 $ | ||||||||
| CX Institutional | 3.000 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 2.527 $ | +52 $ | +2,1 % | 2.475 $ | ||||||||
| Nemes Rush Group LLC | 593 $ | |||||||||||
| Institute for Wealth Management, LLC. | 169 $ | |||||||||||
| Continuum Advisory, LLC | 144 $ | |||||||||||
| Gesamt | 191.982.051 $ | +51.899.857 $ | +304,8 % | 248.292.747 $ | +119.910.003 $ | +1.768,2 % | 39.944.795 $ | +9.554.087 $ | +2.457,1 % | 29.683.014 $ | +3.501.286 $ | +49,3 % |