| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 387.224.411 $ | -2.513.554 $ | +16,4 % | 1.048.315.870 $ | +148.482.333 $ | +21,2 % | 825.348.720 $ | +86.148.336 $ | +61,5 % | 737.555.806 $ | -63.303.869 $ | +5,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 166.058.241 $ | +40.511.376 $ | +32,3 % | 125.546.865 $ | +10.139.968 $ | +8,8 % | 115.406.897 $ | +12.221.038 $ | +11,8 % | |||
| Cambridge Investment Research Advisors, Inc. | 69.861.000 $ | -33.332.000 $ | -32,3 % | 103.193.000 $ | +43.208.000 $ | +72,0 % | 59.985.000 $ | -2.810.000 $ | -4,5 % | 62.795.000 $ | +4.759.000 $ | +8,2 % |
| MLG Wealth Management DBA Pine Grove Financial Group | 89.217.175 $ | +1.634.192 $ | +1,9 % | 87.582.983 $ | +13.873.904 $ | +18,8 % | 73.709.079 $ | +2.986.642 $ | +4,2 % | 70.722.437 $ | ||
| JPMORGAN CHASE & CO | 87.888.573 $ | +14.961.423 $ | +20,5 % | 72.927.150 $ | +1.451.525 $ | +2,0 % | 71.475.625 $ | -75.315.859 $ | -51,3 % | |||
| LPL Financial LLC | 87.317.705 $ | +10.184.814 $ | +13,2 % | 77.132.891 $ | +6.527.389 $ | +9,2 % | 70.605.502 $ | +69.296.195 $ | +5.292,6 % | 1.309.307 $ | -485.275 $ | -27,0 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 85.056.584 $ | |||||||||||
| Swan Global Investments, LLC | 77.630.917 $ | +8.532.610 $ | +12,3 % | 69.098.307 $ | -1.611.193 $ | -2,3 % | 70.709.500 $ | -2.756.947 $ | -3,8 % | |||
| Pacer Advisors, Inc. | 77.630.000 $ | +8.532.000 $ | +12,3 % | 69.098.000 $ | -1.613.872 $ | -2,3 % | 70.711.872 $ | -2.745.285 $ | -3,7 % | |||
| Cetera Investment Advisers | 64.244.284 $ | +1.216.063 $ | +1,9 % | 63.028.221 $ | +3.432.842 $ | +5,8 % | 59.595.379 $ | +7.664.004 $ | +14,8 % | |||
| Frontier Asset Management, LLC | 54.649.550 $ | +1.408.709 $ | +2,6 % | 53.240.841 $ | +8.440.257 $ | +18,8 % | 44.800.584 $ | +2.295.225 $ | +5,4 % | 42.505.359 $ | +1.280.504 $ | +3,1 % |
| Simplify Asset Management Inc. | 30.716.226 $ | +12.094.047 $ | +64,9 % | 18.622.179 $ | +1.298.578 $ | +7,5 % | 17.323.601 $ | -1.219.032 $ | -6,6 % | 18.542.633 $ | -9.990.455 $ | -35,0 % |
| PRINCIPAL SECURITIES, INC. | 15.650.726 $ | +1.974.755 $ | +14,4 % | 13.675.971 $ | +3.773.656 $ | +38,1 % | 9.902.315 $ | +1.872.012 $ | +23,3 % | |||
| Ascension Capital Advisors, Inc. | 15.079.405 $ | +683.224 $ | +4,7 % | 14.396.181 $ | -426.974 $ | -2,9 % | 14.823.155 $ | +272.492 $ | +1,9 % | |||
| Calamos Advisors LLC | 12.877.079 $ | +3.279.069 $ | +34,2 % | 9.598.010 $ | -2.999.489 $ | -23,8 % | 12.597.499 $ | +4.849.433 $ | +62,6 % | 7.748.066 $ | +901.625 $ | +13,2 % |
| Continuum Advisory, LLC | 10.492.940 $ | +766.859 $ | +7,9 % | 9.726.081 $ | +722.733 $ | +8,0 % | 9.003.348 $ | -1.019.241 $ | -10,2 % | |||
| Orion Porfolio Solutions, LLC | 10.300.235 $ | +499.586 $ | +5,1 % | 9.800.649 $ | -247.967 $ | -2,5 % | 10.048.616 $ | -58.336 $ | -0,6 % | |||
| Focus Partners Wealth | 6.441.815 $ | |||||||||||
| CreativeOne Wealth, LLC | 6.239.154 $ | +2.349.532 $ | +60,4 % | 3.889.622 $ | -1.403.547 $ | -26,5 % | 5.293.169 $ | +1.154.469 $ | +27,9 % | |||
| Owen LaRue, LLC | 4.064.403 $ | -298.423 $ | -6,8 % | 4.362.826 $ | -1.805.120 $ | -29,3 % | 6.167.946 $ | +3.374.821 $ | +120,8 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.013.599 $ | +228.486 $ | +3,9 % | 5.785.113 $ | +937.786 $ | +19,3 % | 4.847.327 $ | +328.466 $ | +7,3 % | 4.518.861 $ | +31.977 $ | +0,7 % |
| OLD MISSION CAPITAL LLC | 5.185.261 $ | -700.560 $ | -11,9 % | 5.885.821 $ | +816.030 $ | +16,1 % | 5.069.791 $ | +1.807.803 $ | +55,4 % | |||
| OSAIC HOLDINGS, INC. | 5.280.564 $ | +495.944 $ | +10,4 % | 4.784.620 $ | -586.409 $ | -10,9 % | 5.371.029 $ | +2.825.756 $ | +111,0 % | |||
| Calamos Wealth Management LLC | 2.922.900 $ | -544.524 $ | -15,7 % | 3.467.424 $ | -207.627 $ | -5,6 % | 3.675.051 $ | -1.248.741 $ | -25,4 % | 4.923.792 $ | -743.752 $ | -13,1 % |
| Mid-American Wealth Advisory Group, Inc. | 4.687.733 $ | +0 $ | +0,0 % | 4.687.733 $ | -135.846 $ | -2,8 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.089.721 $ | +578.624 $ | +16,5 % | 3.511.097 $ | +565.959 $ | +19,2 % | 2.945.138 $ | -258.611 $ | -8,1 % | |||
| CITADEL ADVISORS LLC | 803.469 $ | -1.233.845 $ | -60,6 % | 2.037.314 $ | -1.493.090 $ | -42,3 % | 3.530.404 $ | +200.487 $ | +6,0 % | |||
| JANE STREET GROUP, LLC | 3.163.445 $ | +835.008 $ | +35,9 % | 2.328.437 $ | -1.613.740 $ | -40,9 % | ||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 3.100.070 $ | +1.255.930 $ | +68,1 % | 1.844.140 $ | +391.130 $ | +26,9 % | 1.453.010 $ | -22.580 $ | -1,5 % | 1.475.590 $ | +24.590 $ | +1,7 % |
| Legacy Wealth Managment, LLC/ID | 1.347.171 $ | -790.653 $ | -37,0 % | 2.137.824 $ | -862.220 $ | -28,7 % | 3.000.044 $ | -954.126 $ | -24,1 % | |||
| Independent Advisor Alliance | 2.925.739 $ | |||||||||||
| GTS SECURITIES LLC | 1.219.709 $ | -428.233 $ | -26,0 % | 1.647.942 $ | -1.151.135 $ | -41,1 % | 2.799.077 $ | +1.960.551 $ | +233,8 % | |||
| Authentikos Wealth Advisory, LLC | 2.604.114 $ | -136.528 $ | -5,0 % | 2.740.642 $ | -53.321 $ | -1,9 % | 2.793.963 $ | -5.002.542 $ | -64,2 % | |||
| Anfield Capital Management, LLC | 2.618.999 $ | -114.809 $ | -4,2 % | 2.733.808 $ | +26.751 $ | +1,0 % | ||||||
| Envestnet Portfolio Solutions, Inc. | 2.362.547 $ | +54.166 $ | +2,3 % | 2.308.381 $ | -372.530 $ | -13,9 % | 2.680.911 $ | +588.527 $ | +28,1 % | |||
| CERTIOR FINANCIAL GROUP, LLC | 2.451.680 $ | +86.662 $ | +3,7 % | 2.365.018 $ | +10.025 $ | +0,4 % | 2.354.993 $ | -159.290 $ | -6,3 % | 2.514.283 $ | +117.306 $ | +4,9 % |
| JIM SAULNIER & ASSOCIATES, LLC | 2.457.447 $ | +806.510 $ | +48,9 % | 1.650.937 $ | +48.538 $ | +3,0 % | 1.602.399 $ | +456.764 $ | +39,9 % | 1.145.635 $ | -655 $ | -0,1 % |
| Ascentis Independent Advisors | 2.292.310 $ | +128.293 $ | +5,9 % | 2.164.017 $ | ||||||||
| Brookwood Investment Group LLC | 2.057.893 $ | -186.476 $ | -8,3 % | 2.244.369 $ | +551.097 $ | +32,5 % | 1.693.272 $ | +302.723 $ | +21,8 % | |||
| Arete Wealth Advisors, LLC | 2.012.055 $ | +267.832 $ | +15,4 % | 1.744.223 $ | -103.932 $ | -5,6 % | 1.848.155 $ | -104.845 $ | -5,4 % | |||
| Private Advisor Group, LLC | 1.987.007 $ | +49.543 $ | +2,6 % | 1.937.464 $ | +9.381 $ | +0,5 % | 1.928.083 $ | -250.260 $ | -11,5 % | |||
| PRIMORIS WEALTH ADVISORS, LLC | 1.917.358 $ | +400.258 $ | +26,4 % | 1.517.100 $ | ||||||||
| Golden State Wealth Management, LLC | 1.848.784 $ | +45.536 $ | +2,5 % | 1.803.248 $ | +199.558 $ | +12,4 % | 1.603.690 $ | |||||
| Ausdal Financial Partners, Inc. | 1.719.780 $ | +359.388 $ | +26,4 % | 1.360.392 $ | +1.072.749 $ | +372,9 % | 287.643 $ | +5.791 $ | +2,1 % | |||
| Millington Financial Advisors, LLC | 1.709.908 $ | +763.280 $ | +80,6 % | 946.628 $ | +282.160 $ | +42,5 % | 664.468 $ | |||||
| Verdence Capital Advisors LLC | 1.676.560 $ | |||||||||||
| Horizon Investments, LLC | 36.019 $ | -1.578.115 $ | -97,8 % | 1.614.134 $ | +654.657 $ | +68,2 % | 959.477 $ | -30.233 $ | -3,1 % | |||
| Park Edge Advisors, LLC | 278.357 $ | -588.537 $ | -67,9 % | 866.894 $ | -604.806 $ | -41,1 % | 1.471.700 $ | -85.547 $ | -5,5 % | 1.557.247 $ | -79.007 $ | -4,8 % |
| Hilltop Holdings Inc. | 1.472.436 $ | |||||||||||
| Storen Legacy Partners, LLC | 1.391.082 $ | +59.618 $ | +4,5 % | 1.331.464 $ | +14.409 $ | +1,1 % | 1.317.055 $ | |||||
| AE Wealth Management LLC | 794.029 $ | +188.305 $ | +31,1 % | 605.724 $ | -578.558 $ | -48,9 % | 1.184.282 $ | -390 $ | -0,0 % | |||
| Brookstone Capital Management | 1.160.586 $ | +302.043 $ | +35,2 % | 858.543 $ | +192.919 $ | +29,0 % | 665.624 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.155.221 $ | |||||||||||
| MATHER GROUP, LLC. | 1.136.031 $ | +67.894 $ | +6,4 % | 1.068.137 $ | +608.862 $ | +132,6 % | 459.275 $ | |||||
| RFG Advisory, LLC | 1.018.614 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.010.149 $ | +5.808 $ | +0,6 % | 1.004.341 $ | ||||||||
| Farther Finance Advisors, LLC | 52.137 $ | -946.781 $ | -94,8 % | 998.918 $ | +912.706 $ | +1.058,7 % | 86.212 $ | +56.767 $ | +192,8 % | 29.445 $ | +24.257 $ | +467,6 % |
| Strategic Blueprint, LLC | 985.872 $ | +110.965 $ | +12,7 % | 874.907 $ | +45.110 $ | +5,4 % | 829.797 $ | +202.854 $ | +32,4 % | 626.943 $ | -2.174 $ | -0,3 % |
| HARBOUR INVESTMENTS, INC. | 30.748 $ | -797.585 $ | -96,3 % | 828.333 $ | -123.125 $ | -12,9 % | 951.458 $ | -48.239 $ | -4,8 % | |||
| WealthBridge Capital Management, LLC | 875.861 $ | -57.130 $ | -6,1 % | 932.991 $ | +244.482 $ | +35,5 % | 688.509 $ | -77.190 $ | -10,1 % | 765.699 $ | -185.898 $ | -19,5 % |
| Reyes Financial Architecture, Inc. | 6.547 $ | -815 $ | -11,1 % | 7.362 $ | -691.687 $ | -98,9 % | 699.049 $ | -207.578 $ | -22,9 % | 906.627 $ | ||
| GOLDMAN SACHS GROUP INC | 228.023 $ | -672.624 $ | -74,7 % | 900.647 $ | ||||||||
| Claris Financial LLC | 898.199 $ | -54.471 $ | -5,7 % | |||||||||
| Urban Wealth Management, LLC | 869.297 $ | +5.856 $ | +0,7 % | 863.441 $ | +37.226 $ | +4,5 % | 826.215 $ | +329.327 $ | +66,3 % | 496.888 $ | ||
| Outlook Wealth Advisors, LLC | 863.889 $ | |||||||||||
| Janney Montgomery Scott LLC | 863.000 $ | |||||||||||
| Holcombe Financial, Inc. | 689.849 $ | -10.965 $ | -1,6 % | 700.814 $ | -144.903 $ | -17,1 % | 845.717 $ | |||||
| CoreCap Advisors, LLC | 818.100 $ | +9.546 $ | +1,2 % | 808.554 $ | +138.737 $ | +20,7 % | 669.817 $ | -2.300 $ | -0,3 % | 672.117 $ | -21.141 $ | -3,0 % |
| FIDUCIARY FINANCIAL ADVISORS | 817.565 $ | |||||||||||
| WINNACLE WEALTH LLC | 792.337 $ | |||||||||||
| Cornerstone Wealth Group, LLC | 541.901 $ | +12.089 $ | +2,3 % | 529.812 $ | +13.082 $ | +2,5 % | 516.730 $ | -238.100 $ | -31,5 % | 754.830 $ | +13.797 $ | +1,9 % |
| Kestra Advisory Services, LLC | 730.571 $ | +225.906 $ | +44,8 % | 504.665 $ | +231.865 $ | +85,0 % | 272.800 $ | -397.542 $ | -59,3 % | 670.342 $ | ||
| Camelot Portfolios, LLC | 692.942 $ | +12.117 $ | +1,8 % | 680.825 $ | -21.693 $ | -3,1 % | 702.518 $ | +5.056 $ | +0,7 % | |||
| Capital Analysts, LLC | 683.000 $ | +22.000 $ | +3,3 % | 661.000 $ | -2.000 $ | -0,3 % | 663.000 $ | -24.000 $ | -3,5 % | |||
| Sanctuary Advisors, LLC | 674.991 $ | -3.063 $ | -0,5 % | 678.054 $ | -571.438 $ | -45,7 % | ||||||
| IFS Group,LLC | 647.960 $ | |||||||||||
| Pathstone Holdings, LLC | 626.952 $ | |||||||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 613.444 $ | +106.089 $ | +20,9 % | 507.355 $ | -45.856 $ | -8,3 % | 553.211 $ | -42.664 $ | -7,2 % | |||
| Cambridge Advisors Inc. | 523.847 $ | +17.199 $ | +3,4 % | 506.648 $ | -98.490 $ | -16,3 % | 605.138 $ | +120.221 $ | +24,8 % | 484.917 $ | +104.016 $ | +27,3 % |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 465.311 $ | -71.856 $ | -13,4 % | 537.167 $ | ||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 532.605 $ | +255.509 $ | +92,2 % | |||||||||
| WealthCare Asset Management, LLC | 267.636 $ | -259.346 $ | -49,2 % | 526.982 $ | +279.102 $ | +112,6 % | 247.880 $ | |||||
| Crusonia Wealth Advisors LLC | 521.171 $ | +249.310 $ | +91,7 % | 271.861 $ | ||||||||
| Optivise Advisory Services LLC | 520.792 $ | |||||||||||
| MORGAN STANLEY | 1.013 $ | -510.814 $ | -99,8 % | 511.827 $ | ||||||||
| Sunbelt Securities, Inc. | 509.810 $ | -274.772 $ | -35,0 % | |||||||||
| Pallas Capital Advisors LLC | 503.477 $ | -6.048 $ | -1,2 % | |||||||||
| Blue Water Asset Management | 455.101 $ | +4.857 $ | +1,1 % | 450.244 $ | +3.752 $ | +0,8 % | 446.492 $ | -814 $ | -0,2 % | 447.306 $ | ||
| CENTAURUS FINANCIAL, INC. | 453.000 $ | +15.000 $ | +3,4 % | 438.000 $ | +103.000 $ | +30,7 % | 335.000 $ | -188.000 $ | -35,9 % | |||
| LANARK FINANCIAL, INC. | 451.374 $ | +129.168 $ | +40,1 % | 322.206 $ | +183.550 $ | +132,4 % | 138.656 $ | +87.967 $ | +173,5 % | 50.689 $ | ||
| LeClair Wealth Partners LLC | 446.492 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 329.000 $ | -105.000 $ | -24,2 % | 434.000 $ | -183.000 $ | -29,7 % | ||||||
| Advisory Services Network, LLC | 349.098 $ | -6.956 $ | -2,0 % | 356.054 $ | -43.130 $ | -10,8 % | 399.184 $ | -32.932 $ | -7,6 % | |||
| SteelPeak Wealth, LLC | 367.110 $ | |||||||||||
| ROYAL BANK OF CANADA | 184.000 $ | -180.000 $ | -49,5 % | 364.000 $ | +221.000 $ | +154,5 % | 143.000 $ | +39.000 $ | +37,5 % | |||
| Grantvest Financial Group LLC | 360.999 $ | +102.505 $ | +39,7 % | 258.494 $ | -70.926 $ | -21,5 % | 329.420 $ | -601 $ | -0,2 % | 330.021 $ | +3.784 $ | +1,2 % |
| Atria Investments, Inc | 324.916 $ | +49.403 $ | +17,9 % | 275.513 $ | -33.944 $ | -11,0 % | 309.457 $ | +7.152 $ | +2,4 % | 302.305 $ | +29.070 $ | +10,6 % |
| City Center Advisors, LLC | 314.266 $ | |||||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 308.769 $ | |||||||||||
| Great Lakes Retirement, Inc. | 307.784 $ | -21.218 $ | -6,4 % | |||||||||
| Spartan Wealth Advisory Services LLC | 297.817 $ | +8.941 $ | +3,1 % | 288.876 $ | ||||||||
| BURKETT FINANCIAL SERVICES, LLC | 269.768 $ | +69.252 $ | +34,5 % | 200.516 $ | -95.602 $ | -32,3 % | 296.118 $ | -1.531 $ | -0,5 % | 297.649 $ | +3.258 $ | +1,1 % |
| Claro Advisors Inc. | 290.499 $ | -2.311 $ | -0,8 % | 292.810 $ | +8.310 $ | +2,9 % | 284.500 $ | -3.216 $ | -1,1 % | 287.716 $ | +2.868 $ | +1,0 % |
| Foguth Wealth Management, LLC. | 280.908 $ | +4.352 $ | +1,6 % | 276.556 $ | +809 $ | +0,3 % | 275.747 $ | +6.680 $ | +2,5 % | 269.067 $ | ||
| Quantinno Capital Management LP | 267.451 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 254.347 $ | |||||||||||
| HighTower Advisors, LLC | 248.710 $ | -10.807 $ | -4,2 % | |||||||||
| HOHIMER WEALTH MANAGEMENT, LLC | 221.451 $ | +2.364 $ | +1,1 % | 219.087 $ | -20.668 $ | -8,6 % | 239.755 $ | -437 $ | -0,2 % | 240.192 $ | +2.754 $ | +1,2 % |
| INTEGRITY ALLIANCE, LLC. | 225.696 $ | +5.035 $ | +2,3 % | 220.661 $ | -17.974 $ | -7,5 % | 238.635 $ | +4.548 $ | +1,9 % | 234.087 $ | +4.279 $ | +1,9 % |
| Sigma Planning Corp | 238.380 $ | +3.871 $ | +1,7 % | 234.509 $ | +7.806 $ | +3,4 % | 226.703 $ | -393 $ | -0,2 % | 227.096 $ | +2.263 $ | +1,0 % |
| Worth Asset Management, LLC | 234.544 $ | |||||||||||
| J. M. Brown & Associates Inc. | 233.807 $ | |||||||||||
| Creative Planning | 231.008 $ | +3.751 $ | +1,7 % | 227.257 $ | +7.565 $ | +3,4 % | 219.692 $ | -382 $ | -0,2 % | 220.074 $ | +2.194 $ | +1,0 % |
| SAX WEALTH ADVISORS, LLC | 227.489 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 225.884 $ | |||||||||||
| Sterling Financial Planning, Inc. | 225.386 $ | +2.405 $ | +1,1 % | 222.981 $ | +6.695 $ | +3,1 % | 216.286 $ | -395 $ | -0,2 % | 216.681 $ | +2.484 $ | +1,2 % |
| Next Level Private LLC | 216.250 $ | |||||||||||
| Focus Financial Network, Inc. | 214.293 $ | +3.479 $ | +1,7 % | 210.814 $ | +7.018 $ | +3,4 % | 203.796 $ | -354 $ | -0,2 % | 204.150 $ | +2.035 $ | +1,0 % |
| Trajan Wealth LLC | 209.655 $ | +8.375 $ | +4,2 % | 201.280 $ | -12.426 $ | -5,8 % | 213.706 $ | -40.420 $ | -15,9 % | |||
| BANK OF AMERICA CORP /DE/ | 208.454 $ | |||||||||||
| GREENBERG FINANCIAL GROUP | 200.884 $ | -305.095 $ | -60,3 % | |||||||||
| STOLZ & ASSOCIATES, PS | 200.284 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 200.003 $ | -8.333 $ | -4,0 % | |||||||||
| Luminist Capital LLC | 160.991 $ | -2.954 $ | -1,8 % | 163.945 $ | +10.522 $ | +6,9 % | 153.423 $ | +14.288 $ | +10,3 % | |||
| Signature Equity Partners, LLC | 163.140 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 151.686 $ | |||||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 149.622 $ | +6.336 $ | +4,4 % | 143.286 $ | -4.966 $ | -3,3 % | 148.252 $ | -2.226 $ | -1,5 % | |||
| Lloyd Advisory Services, LLC. | 78.389 $ | -5.270 $ | -6,3 % | 83.659 $ | +66.552 $ | +389,0 % | 17.107 $ | -123.776 $ | -87,9 % | 140.883 $ | ||
| US BANCORP \DE\ | 135.093 $ | +32.010 $ | +31,1 % | 103.083 $ | ||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 130.715 $ | +6.436 $ | +5,2 % | 124.279 $ | +15.822 $ | +14,6 % | 108.457 $ | +33.961 $ | +45,6 % | |||
| Silver Grove Financial Group, Inc. | 122.227 $ | +14.100 $ | +13,0 % | 108.127 $ | ||||||||
| UBS Group AG | 108.606 $ | +51.148 $ | +89,0 % | 57.458 $ | -57.575 $ | -50,1 % | 115.033 $ | -198.519 $ | -63,3 % | |||
| CWM, LLC | 91.389 $ | +3.389 $ | +3,9 % | 88.000 $ | +3.000 $ | +3,5 % | ||||||
| Global Retirement Partners, LLC | 88.832 $ | +17.521 $ | +24,6 % | 71.311 $ | +1.742 $ | +2,5 % | ||||||
| Rockefeller Capital Management L.P. | 88.582 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 80.799 $ | |||||||||||
| Sound Income Strategies, LLC | 76.423 $ | -220 $ | -0,3 % | 76.643 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 24.813 $ | -32.297 $ | -56,6 % | 57.110 $ | -1.255 $ | -2,2 % | 58.365 $ | -1.214.273 $ | -95,4 % | |||
| Kingdom Financial Group LLC. | 15.971 $ | -1.136 $ | -6,6 % | 17.107 $ | -38.534 $ | -69,3 % | 55.641 $ | |||||
| New England Capital Financial Advisors LLC | 37.893 $ | |||||||||||
| Motiv8 Investments LLC | 36.000 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 31.605 $ | +466 $ | +1,5 % | 31.139 $ | +1.009 $ | +3,3 % | 30.130 $ | -52 $ | -0,2 % | 30.182 $ | +366 $ | +1,2 % |
| Advisors Asset Management, Inc. | 14.946 $ | -15.950 $ | -51,6 % | 30.896 $ | -140 $ | -0,5 % | 31.036 $ | |||||
| Privatperson | 29.778 $ | +9.457 $ | +46,5 % | 20.321 $ | -2.139 $ | -9,5 % | 22.460 $ | -5.471 $ | -19,6 % | |||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 16.789 $ | -9.268 $ | -35,6 % | 26.057 $ | ||||||||
| ASSETMARK, INC | 19.845 $ | -4.715 $ | -19,2 % | 24.560 $ | +1.029 $ | +4,4 % | 23.531 $ | +36 $ | +0,2 % | 23.495 $ | +189 $ | +0,8 % |
| Larson Financial Group LLC | 24.100 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 20.228 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 18.477 $ | +300 $ | +1,7 % | 18.177 $ | +496 $ | +2,8 % | 17.681 $ | +6.905 $ | +64,1 % | 10.776 $ | +185 $ | +1,7 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16.462 $ | +367 $ | +2,3 % | 16.095 $ | +13.057 $ | +429,8 % | 3.038 $ | |||||
| Realta Investment Advisors | 15.171 $ | |||||||||||
| Clearstead Advisors, LLC | 9.881 $ | +8.022 $ | +431,5 % | 1.859 $ | -11.688 $ | -86,3 % | 13.547 $ | -26 $ | -0,2 % | 13.573 $ | ||
| FIFTH THIRD BANCORP | 12.241 $ | -92 $ | -0,7 % | 12.333 $ | +894 $ | +7,8 % | 11.439 $ | |||||
| WELLS FARGO & COMPANY/MN | 9.434 $ | -2.299 $ | -19,6 % | 11.733 $ | +2.821 $ | +31,7 % | 8.912 $ | -399 $ | -4,3 % | |||
| COMERICA BANK | 11.491 $ | +135 $ | +1,2 % | |||||||||
| AdvisorNet Financial, Inc | 9.620 $ | +3.066 $ | +46,8 % | 6.554 $ | -682 $ | -9,4 % | 7.236 $ | -1.751 $ | -19,5 % | |||
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.249 $ | -5.063 $ | -54,4 % | 9.312 $ | ||||||||
| Cape Investment Advisory, Inc. | 9.220 $ | |||||||||||
| Networth Advisors, LLC | 4.974 $ | -690 $ | -12,2 % | 5.664 $ | +1.158 $ | +25,7 % | 4.506 $ | -1.741 $ | -27,9 % | 6.247 $ | ||
| AMERIFLEX GROUP, INC. | 4.548 $ | +8 $ | +0,2 % | 4.540 $ | -4.508 $ | -49,8 % | ||||||
| SITTNER & NELSON, LLC | 4.250 $ | |||||||||||
| Allworth Financial LP | 3.767 $ | +91 $ | +2,5 % | |||||||||
| IFG Advisory, LLC | 3.764 $ | |||||||||||
| Geneos Wealth Management Inc. | 3.119 $ | +170 $ | +5,8 % | 2.949 $ | -59 $ | -2,0 % | 3.008 $ | -2.161 $ | -41,8 % | |||
| Quest 10 Wealth Builders, Inc. | 2.634 $ | -300 $ | -10,2 % | |||||||||
| Elevated Capital Advisors, LLC | 840 $ | -770 $ | -47,8 % | 1.610 $ | -882 $ | -35,4 % | 2.492 $ | |||||
| Estate Planners Group, LLC | 2.319 $ | |||||||||||
| IFP Advisors, Inc | 1.530 $ | +1.027 $ | +204,2 % | 503 $ | ||||||||
| Financial Management Professionals, Inc. | 1.477 $ | |||||||||||
| WFA of San Diego, LLC | 399 $ | -1.059 $ | -72,6 % | 1.458 $ | ||||||||
| SageView Advisory Group, LLC | 1.209 $ | |||||||||||
| Smartleaf Asset Management LLC | 838 $ | +170 $ | +25,4 % | 668 $ | ||||||||
| IMA Advisory Services, Inc. | 798 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 666 $ | -84 $ | -11,2 % | 750 $ | ||||||||
| Montgomery Financial Services LLC | 645 $ | -84 $ | -11,5 % | 729 $ | ||||||||
| Solstein Capital, LLC | 303 $ | +9 $ | +3,1 % | 294 $ | +7 $ | +2,4 % | 287 $ | -13 $ | -4,3 % | |||
| Winthrop Capital Management, LLC | 66 $ | +66 $ | 0 $ | |||||||||
| Gesamt | 387.224.411 $ | -2.513.554 $ | +16,4 % | 1.048.315.870 $ | +148.482.333 $ | +21,2 % | 825.348.720 $ | +86.148.336 $ | +61,5 % | 737.555.806 $ | -63.303.869 $ | +5,1 % |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.