| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.265.208.497 $ | +755.283.245 $ | +6.357,4 % | 488.807.331 $ | +105.256.506 $ | +123,3 % | 362.831.580 $ | +37.135.799 $ | +123,5 % | 309.645.659 $ | +69.878.412 $ | +29,6 % | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 646.759.810 $ | +605.323.189 $ | +1.460,8 % | 41.436.621 $ | -75.779 $ | -0,2 % | 41.512.400 $ | +1.640.908 $ | +4,1 % | 39.871.492 $ | +20.989.545 $ | +111,2 % |
| RAYMOND JAMES FINANCIAL INC | 95.919.071 $ | +14.731.108 $ | +18,1 % | 81.187.963 $ | +29.156.270 $ | +56,0 % | 52.031.693 $ | +11.183.079 $ | +27,4 % | 40.848.614 $ | +12.513.197 $ | +44,2 % |
| Janney Montgomery Scott LLC | 55.004.000 $ | +12.933.000 $ | +30,7 % | 42.071.000 $ | +8.336.000 $ | +24,7 % | 33.735.000 $ | +7.963.000 $ | +30,9 % | 25.772.000 $ | +3.076.000 $ | +13,6 % |
| CPC Advisors, LLC | 52.785.123 $ | +52.383.987 $ | +13.058,9 % | 401.136 $ | +86.622 $ | +27,5 % | 314.514 $ | +108.400 $ | +52,6 % | 206.114 $ | ||
| SRH ADVISORS, LLC | 52.130.267 $ | +5.845.618 $ | +12,6 % | 46.284.649 $ | -329.277 $ | -0,7 % | 46.613.926 $ | -2.032.687 $ | -4,2 % | 48.646.613 $ | +758.407 $ | +1,6 % |
| LPL Financial LLC | 41.900.001 $ | +10.258.880 $ | +32,4 % | 31.641.121 $ | +14.111.091 $ | +80,5 % | 17.530.030 $ | +4.404.733 $ | +33,6 % | 13.125.297 $ | +5.408.367 $ | +70,1 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 26.878.800 $ | +1.524.040 $ | +6,0 % | 25.354.760 $ | -2.425.750 $ | -8,7 % | 27.780.510 $ | +890.737 $ | +3,3 % | 26.889.773 $ | +2.560.784 $ | +10,5 % |
| OSAIC HOLDINGS, INC. | 25.809.690 $ | +5.820.107 $ | +29,1 % | 19.989.583 $ | +6.822.658 $ | +51,8 % | 13.166.925 $ | +4.295.530 $ | +48,4 % | 8.871.395 $ | +4.167.468 $ | +88,6 % |
| Sequoia Financial Advisors, LLC | 17.745.420 $ | -2.303.783 $ | -11,5 % | 20.049.203 $ | +138.751 $ | +0,7 % | 19.910.452 $ | |||||
| Principle Wealth Partners LLC | 19.838.951 $ | +2.788.639 $ | +16,4 % | 17.050.312 $ | +12.327.536 $ | +261,0 % | 4.722.776 $ | +3.087.382 $ | +188,8 % | 1.635.394 $ | +988.286 $ | +152,7 % |
| Sterling Financial Group, Inc. | 19.710.627 $ | +4.590.305 $ | +30,4 % | |||||||||
| STIFEL FINANCIAL CORP | 19.180.143 $ | +2.642.715 $ | +16,0 % | 16.537.428 $ | +6.016.321 $ | +57,2 % | 10.521.107 $ | +1.160.592 $ | +12,4 % | 9.360.515 $ | +885.160 $ | +10,4 % |
| MORGAN STANLEY | 18.346.359 $ | +18.327.842 $ | +98.978,5 % | 18.517 $ | +10.664 $ | +135,8 % | 7.853 $ | +7.709 $ | +5.353,5 % | 144 $ | -943 $ | -86,8 % |
| UBS Group AG | 14.546.154 $ | +870.329 $ | +6,4 % | 13.675.825 $ | +2.567.556 $ | +23,1 % | 11.108.269 $ | -119.968 $ | -1,1 % | 11.228.237 $ | +2.667.355 $ | +31,2 % |
| Boston Partners | 14.499.580 $ | +573.140 $ | +4,1 % | 13.926.440 $ | +736.150 $ | +5,6 % | ||||||
| Integrated Wealth Concepts LLC | 11.035.331 $ | |||||||||||
| ROYAL BANK OF CANADA | 9.897.000 $ | +5.912.000 $ | +148,4 % | 3.985.000 $ | +1.361.000 $ | +51,9 % | 2.624.000 $ | +204.000 $ | +8,4 % | 2.420.000 $ | +726.000 $ | +42,9 % |
| CARY STREET PARTNERS FINANCIAL LLC | 9.676.002 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 9.631.451 $ | +712.831 $ | +8,0 % | 8.918.620 $ | +6.478.140 $ | +265,4 % | 2.440.480 $ | +954.480 $ | +64,2 % | 1.486.000 $ | +529.000 $ | +55,3 % |
| Elmwood Wealth Management, Inc. | 8.619.618 $ | +464.184 $ | +5,7 % | 8.155.434 $ | +1.659.595 $ | +25,5 % | 6.495.839 $ | +243.387 $ | +3,9 % | 6.252.452 $ | +656.994 $ | +11,7 % |
| ARQ WEALTH ADVISORS, LLC | 7.058.299 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 6.933.423 $ | +628.656 $ | +10,0 % | 6.304.767 $ | +4.724.388 $ | +298,9 % | 1.580.379 $ | -466.567 $ | -22,8 % | 2.046.946 $ | +205.187 $ | +11,1 % |
| Willow Financial LLC | 5.268.256 $ | -1.034.311 $ | -16,4 % | 6.302.567 $ | ||||||||
| Elyxium Wealth, LLC | 6.074.545 $ | +4.791.485 $ | +373,4 % | 1.283.060 $ | +1.045.339 $ | +439,7 % | 237.721 $ | |||||
| Steward Partners Investment Advisory, LLC | 6.047.715 $ | +471.907 $ | +8,5 % | 5.575.808 $ | +1.275.860 $ | +29,7 % | 4.299.948 $ | +1.435.811 $ | +50,1 % | 2.864.137 $ | +834.154 $ | +41,1 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.877.913 $ | +1.241.742 $ | +26,8 % | 4.636.171 $ | +396.709 $ | +9,4 % | 4.239.462 $ | |||||
| TRUIST FINANCIAL CORP | 5.705.662 $ | +412.720 $ | +7,8 % | 5.292.942 $ | +750.352 $ | +16,5 % | 4.542.590 $ | +273.490 $ | +6,4 % | 4.269.100 $ | +1.517.729 $ | +55,2 % |
| ENVESTNET ASSET MANAGEMENT INC | 5.203.681 $ | -307.928 $ | -5,6 % | 5.511.609 $ | +875.050 $ | +18,9 % | 4.636.559 $ | +319.109 $ | +7,4 % | 4.317.450 $ | +1.509.110 $ | +53,7 % |
| Atlas Wealth LLC | 5.355.000 $ | +876.630 $ | +19,6 % | 4.478.370 $ | ||||||||
| IAM Advisory, LLC | 4.363.749 $ | +336.478 $ | +8,4 % | 4.027.271 $ | ||||||||
| Baird Financial Group, Inc. | 3.955.770 $ | +2.063.433 $ | +109,0 % | 1.892.337 $ | ||||||||
| Visionary Wealth Advisors | 3.862.326 $ | +595.750 $ | +18,2 % | 3.266.576 $ | +465.606 $ | +16,6 % | 2.800.970 $ | +360.876 $ | +14,8 % | 2.440.094 $ | +285.099 $ | +13,2 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 3.813.504 $ | +170.604 $ | +4,7 % | 3.642.900 $ | +83.869 $ | +2,4 % | 3.559.031 $ | +147.351 $ | +4,3 % | 3.411.680 $ | +335.320 $ | +10,9 % |
| CITADEL ADVISORS LLC | 471.697 $ | -3.001.600 $ | -86,4 % | 3.473.297 $ | +3.160.234 $ | +1.009,5 % | 313.063 $ | -304.043 $ | -49,3 % | |||
| JANE STREET GROUP, LLC | 2.218.926 $ | -763.912 $ | -25,6 % | 2.982.838 $ | +264.728 $ | +9,7 % | 2.718.110 $ | -650.519 $ | -19,3 % | 3.368.629 $ | +1.987.916 $ | +144,0 % |
| Bill Few Associates, Inc. | 2.942.920 $ | +1.521.359 $ | +107,0 % | 1.421.561 $ | +441.094 $ | +45,0 % | 980.467 $ | +205.575 $ | +26,5 % | 774.892 $ | +201.969 $ | +35,3 % |
| SAGESPRING WEALTH PARTNERS, LLC | 2.735.284 $ | +363.807 $ | +15,3 % | 2.371.477 $ | ||||||||
| Retirement Planning Group, LLC | 2.730.872 $ | +448.243 $ | +19,6 % | 2.282.629 $ | ||||||||
| Proficio Capital Partners LLC | 2.558.109 $ | +1.478.173 $ | +136,9 % | 1.079.936 $ | -773.786 $ | -41,7 % | ||||||
| URS Advisory LLC | 1.576.641 $ | -935.739 $ | -37,2 % | 2.512.380 $ | ||||||||
| TBH Global Asset Management, LLC | 2.368.402 $ | |||||||||||
| Arete Wealth Advisors, LLC | 2.245.177 $ | +216.515 $ | +10,7 % | 2.028.662 $ | ||||||||
| Pasadena Private Wealth, LLC | 2.201.808 $ | +494.662 $ | +29,0 % | 1.707.146 $ | +471.662 $ | +38,2 % | 1.235.484 $ | +319.516 $ | +34,9 % | 915.968 $ | +57.883 $ | +6,7 % |
| OLD MISSION CAPITAL LLC | 1.321.110 $ | -863.703 $ | -39,5 % | 2.184.813 $ | +1.117.317 $ | +104,7 % | ||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.069.150 $ | +524.527 $ | +34,0 % | 1.544.623 $ | -507.957 $ | -24,7 % | 2.052.580 $ | +78.343 $ | +4,0 % | 1.974.237 $ | +583.896 $ | +42,0 % |
| NewEdge Advisors, LLC | 2.000.386 $ | +205.714 $ | +11,5 % | 1.794.672 $ | +432.742 $ | +31,8 % | 1.361.930 $ | +101.437 $ | +8,0 % | 1.260.493 $ | +149.632 $ | +13,5 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.973.074 $ | |||||||||||
| CAP Partners, LLC | 1.950.719 $ | +114.769 $ | +6,3 % | 1.835.950 $ | +127.081 $ | +7,4 % | 1.708.869 $ | +305.774 $ | +21,8 % | 1.403.095 $ | +155.013 $ | +12,4 % |
| Capital Investment Advisory Services, LLC | 1.898.988 $ | +192.409 $ | +11,3 % | 1.706.579 $ | +39.773 $ | +2,4 % | 1.666.806 $ | -51.816 $ | -3,0 % | 1.718.622 $ | +91.435 $ | +5,6 % |
| Cresset Asset Management, LLC | 1.759.990 $ | +1.473.214 $ | +513,7 % | 286.776 $ | ||||||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.604.573 $ | |||||||||||
| Northwest Financial Advisors | 1.483.977 $ | -5.405 $ | -0,4 % | 1.489.382 $ | +269.031 $ | +22,0 % | 1.220.351 $ | +33.255 $ | +2,8 % | 1.187.096 $ | +94.281 $ | +8,6 % |
| Snowden Capital Advisors LLC | 1.463.772 $ | +138.644 $ | +10,5 % | 1.325.128 $ | +611.157 $ | +85,6 % | 713.971 $ | +213.968 $ | +42,8 % | 500.003 $ | +119.993 $ | +31,6 % |
| JONES FINANCIAL COMPANIES LLLP | 1.435.038 $ | +440.188 $ | +44,2 % | 994.850 $ | +912.513 $ | +1.108,3 % | 82.337 $ | +29.875 $ | +56,9 % | 52.462 $ | +22.313 $ | +74,0 % |
| Reyes Financial Architecture, Inc. | 60.219 $ | -1.305.271 $ | -95,6 % | 1.365.490 $ | +252.831 $ | +22,7 % | 1.112.659 $ | +239.778 $ | +27,5 % | |||
| Navis Wealth Advisors, LLC | 1.332.492 $ | |||||||||||
| Carr Financial Group Corp | 1.272.123 $ | +149.974 $ | +13,4 % | 1.122.149 $ | +757.520 $ | +207,8 % | 364.629 $ | |||||
| WEST MICHIGAN ADVISORS, LLC | 1.250.604 $ | +0 $ | +0,0 % | 1.250.604 $ | +351.948 $ | +39,2 % | 898.656 $ | +131.302 $ | +17,1 % | 767.354 $ | +104.928 $ | +15,8 % |
| Private Advisor Group, LLC | 1.198.131 $ | +348.360 $ | +41,0 % | 849.771 $ | ||||||||
| Karras Company, Inc. | 1.193.626 $ | +399.280 $ | +50,3 % | 794.346 $ | +132.692 $ | +20,1 % | 661.654 $ | |||||
| Bright Futures Wealth Management, LLC. | 1.030.134 $ | -79.837 $ | -7,2 % | 1.109.971 $ | ||||||||
| MILESTONE ASSET MANAGEMENT, LLC | 1.104.553 $ | |||||||||||
| US BANCORP \DE\ | 1.087.732 $ | +423.621 $ | +63,8 % | 664.111 $ | ||||||||
| JPMORGAN CHASE & CO | 1.041.620 $ | +1.039.359 $ | +45.969,0 % | 2.261 $ | -8.439 $ | -78,9 % | 10.700 $ | -14.359 $ | -57,3 % | |||
| Savvy Advisors, Inc. | 1.021.007 $ | +3.970 $ | +0,4 % | 1.017.037 $ | +379.349 $ | +59,5 % | 637.688 $ | |||||
| Farther Finance Advisors, LLC | 950.752 $ | -69.630 $ | -6,8 % | 1.020.382 $ | +142.997 $ | +16,3 % | 877.385 $ | +48.384 $ | +5,8 % | 829.001 $ | +247.595 $ | +42,6 % |
| JOHNSON INVESTMENT COUNSEL INC | 966.630 $ | +35.213 $ | +3,8 % | 931.417 $ | ||||||||
| Institute for Wealth Management, LLC. | 964.278 $ | +338.247 $ | +54,0 % | 626.031 $ | +202.301 $ | +47,7 % | 423.730 $ | |||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 953.778 $ | |||||||||||
| Embree Financial Group | 905.941 $ | +257.004 $ | +39,6 % | 648.937 $ | +209.951 $ | +47,8 % | 438.986 $ | +86.283 $ | +24,5 % | 352.703 $ | +60.733 $ | +20,8 % |
| HARBOUR INVESTMENTS, INC. | 902.653 $ | +512.150 $ | +131,2 % | 390.503 $ | ||||||||
| Hilltop Holdings Inc. | 858.941 $ | +23.831 $ | +2,9 % | 835.110 $ | +163.987 $ | +24,4 % | 671.123 $ | |||||
| Goldstone Financial Group, LLC | 808.766 $ | -21.880 $ | -2,6 % | 830.646 $ | -2.143 $ | -0,3 % | 832.789 $ | +4.532 $ | +0,5 % | 828.257 $ | +71.417 $ | +9,4 % |
| HBK Sorce Advisory LLC | 682.536 $ | +199.939 $ | +41,4 % | 482.597 $ | +44.592 $ | +10,2 % | 438.005 $ | +106.373 $ | +32,1 % | 331.632 $ | +55.118 $ | +19,9 % |
| Reliant Wealth Planning | 631.176 $ | +257.193 $ | +68,8 % | 373.983 $ | ||||||||
| Kestra Advisory Services, LLC | 616.728 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 581.554 $ | +13.132 $ | +2,3 % | 568.422 $ | +149.892 $ | +35,8 % | 418.530 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 577.038 $ | +170.355 $ | +41,9 % | 406.683 $ | ||||||||
| Thompson David Blair | 569.613 $ | |||||||||||
| INTEGRITY ALLIANCE, LLC. | 463.387 $ | +214.434 $ | +86,1 % | 248.953 $ | ||||||||
| UMB Bank, n.a. | 453.600 $ | +16.524 $ | +3,8 % | 437.076 $ | +22.896 $ | +5,5 % | 414.180 $ | |||||
| Arkadios Wealth Advisors | 440.440 $ | +99.299 $ | +29,1 % | 341.141 $ | +112.535 $ | +49,2 % | 228.606 $ | |||||
| Sigma Planning Corp | 425.668 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 397.391 $ | +373.056 $ | +1.533,0 % | 24.335 $ | ||||||||
| Strategic Wealth Partners, Ltd. | 375.181 $ | |||||||||||
| Redwood Family Wealth LLC | 367.412 $ | -5.232 $ | -1,4 % | 372.644 $ | +32.034 $ | +9,4 % | 340.610 $ | |||||
| Equitable Holdings, Inc. | 365.629 $ | |||||||||||
| TITLEIST ASSET MANAGEMENT, LLC | 359.490 $ | +11.948 $ | +3,4 % | 347.542 $ | +18.785 $ | +5,7 % | 328.757 $ | |||||
| Atria Investments, Inc | 358.468 $ | +86.752 $ | +31,9 % | 271.716 $ | ||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 353.514 $ | +66.784 $ | +23,3 % | 286.730 $ | ||||||||
| Mariner, LLC | 348.594 $ | |||||||||||
| Marion Wealth Management | 329.988 $ | +97.794 $ | +42,1 % | 232.194 $ | ||||||||
| Prospera Financial Services Inc | 315.757 $ | +23.411 $ | +8,0 % | |||||||||
| Cetera Investment Advisers | 314.670 $ | |||||||||||
| FLAGSTAR SECURITIES, INC | 309.760 $ | |||||||||||
| Tidemark, LLC | 294.426 $ | +19.721 $ | +7,2 % | 274.705 $ | +14.478 $ | +5,6 % | 260.227 $ | -23.722 $ | -8,4 % | 283.949 $ | +10.775 $ | +3,9 % |
| PFG Investments, LLC | 283.787 $ | -9.621 $ | -3,3 % | 293.408 $ | ||||||||
| HighTower Advisors, LLC | 282.534 $ | |||||||||||
| HighPoint Advisor Group LLC | 267.834 $ | +20.522 $ | +8,3 % | 247.312 $ | ||||||||
| LifeGoal Investments, LLC | 265.125 $ | |||||||||||
| SIMPLEX TRADING, LLC | 163.254 $ | -93.770 $ | -36,5 % | 257.024 $ | +247.024 $ | +2.470,2 % | 10.000 $ | +5.000 $ | +100,0 % | |||
| WELLS FARGO & COMPANY/MN | 256.987 $ | +256.934 $ | +484.781,1 % | 53 $ | -22 $ | -29,3 % | 75 $ | +15 $ | +25,0 % | 60 $ | +21 $ | +53,8 % |
| Patriot Financial Group Insurance Agency, LLC | 247.406 $ | |||||||||||
| Capital Wealth Planning, LLC | 241.362 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 237.258 $ | +8.602 $ | +3,8 % | 228.656 $ | ||||||||
| BENJAMIN EDWARDS INC | 231.378 $ | +27.663 $ | +13,6 % | 203.715 $ | ||||||||
| Sage Capital Management, LLC | 226.265 $ | |||||||||||
| Bison Wealth, LLC | 220.935 $ | +15.689 $ | +7,6 % | 205.246 $ | ||||||||
| Clear Trail Advisors, LLC | 203.220 $ | -17.458 $ | -7,9 % | 220.678 $ | +8.173 $ | +3,8 % | 212.505 $ | |||||
| Focus Partners Advisor Solutions, LLC | 217.546 $ | |||||||||||
| Brady Martz Wealth Solutions, LLC | 217.546 $ | |||||||||||
| AlphaCore Capital LLC | 216.678 $ | |||||||||||
| MONECO ADVISORS, LLC | 215.601 $ | |||||||||||
| SUMMIT WEALTH GROUP LLC / CO | 214.730 $ | |||||||||||
| Brookstone Capital Management | 214.050 $ | |||||||||||
| Mission Hills Financial Advisory, LLC | 212.142 $ | |||||||||||
| SPC Financial, Inc. | 210.689 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 203.700 $ | |||||||||||
| Trexquant Investment LP | 203.532 $ | |||||||||||
| JOURNEY STRATEGIC WEALTH LLC | 201.298 $ | |||||||||||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 201.018 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 143.976 $ | +5.245 $ | +3,8 % | 138.731 $ | +7.267 $ | +5,5 % | 131.464 $ | +3.634 $ | +2,8 % | 127.830 $ | ||
| CENTAURUS FINANCIAL, INC. | 143.000 $ | |||||||||||
| Aptus Capital Advisors, LLC | 76.650 $ | +2.792 $ | +3,8 % | 73.858 $ | -5.718 $ | -7,2 % | 79.576 $ | -60.821 $ | -43,3 % | 140.397 $ | +11.016 $ | +8,5 % |
| AdvisorNet Financial, Inc | 131.250 $ | +4.781 $ | +3,8 % | 126.469 $ | +6.625 $ | +5,5 % | 119.844 $ | +3.313 $ | +2,8 % | 116.531 $ | +9.156 $ | +8,5 % |
| FIFTH THIRD BANCORP | 102.438 $ | +61.968 $ | +153,1 % | 40.470 $ | ||||||||
| Noble Wealth Management PBC | 88.200 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 84.000 $ | |||||||||||
| AE Wealth Management LLC | 4.200 $ | -78.867 $ | -94,9 % | 83.067 $ | +76.164 $ | +1.103,3 % | 6.903 $ | -1.378 $ | -16,6 % | |||
| Ancora Advisors LLC | 67.368 $ | -11.873 $ | -15,0 % | 79.241 $ | +59.031 $ | +292,1 % | 20.210 $ | +558 $ | +2,8 % | 19.652 $ | +1.544 $ | +8,5 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 73.858 $ | -55.523 $ | -42,9 % | |||||||||
| Qube Research & Technologies Ltd | 59.896 $ | |||||||||||
| Global Retirement Partners, LLC | 58.456 $ | |||||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 56.700 $ | |||||||||||
| Decker Retirement Planning Inc. | 49.140 $ | +1.790 $ | +3,8 % | 47.350 $ | ||||||||
| IFP Advisors, Inc | 45.444 $ | -4 $ | -0,0 % | 45.448 $ | ||||||||
| TSFG, LLC | 45.000 $ | |||||||||||
| Allworth Financial LP | 37.800 $ | +11.843 $ | +45,6 % | 25.957 $ | ||||||||
| PRIVATE TRUST CO NA | 34.650 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 33.600 $ | +1.224 $ | +3,8 % | 32.376 $ | +1.696 $ | +5,5 % | 30.680 $ | +848 $ | +2,8 % | 29.832 $ | +2.344 $ | +8,5 % |
| CWM, LLC | 10.118 $ | -20.882 $ | -67,4 % | 31.000 $ | ||||||||
| SWAN Capital LLC | 30.366 $ | +18.225 $ | +150,1 % | 12.141 $ | ||||||||
| OPTIMA CAPITAL LLC | 29.637 $ | |||||||||||
| Triumph Capital Management | 25.956 $ | +1.553 $ | +6,4 % | 24.403 $ | +5.113 $ | +26,5 % | 19.290 $ | |||||
| Federation des caisses Desjardins du Quebec | 25.010 $ | |||||||||||
| Capital Analysts, LLC | 18.000 $ | +1.000 $ | +5,9 % | 17.000 $ | ||||||||
| Ascentis Wealth Management, LLC | 16.907 $ | +678 $ | +4,2 % | 16.229 $ | ||||||||
| JPL Wealth Management, LLC | 16.380 $ | |||||||||||
| LANARK FINANCIAL, INC. | 14.700 $ | |||||||||||
| Anchor Bay Capital, Inc. | 12.726 $ | |||||||||||
| Rockefeller Capital Management L.P. | 12.600 $ | |||||||||||
| Roble, Belko & Company, Inc | 10.000 $ | +5.000 $ | +100,0 % | 5.000 $ | +1.000 $ | +25,0 % | 4.000 $ | +2.000 $ | +100,0 % | 2.000 $ | +1.000 $ | +100,0 % |
| Ameritas Advisory Services, LLC | 8.629 $ | -64.386 $ | -88,2 % | |||||||||
| SALEM INVESTMENT COUNSELORS INC | 8.400 $ | +306 $ | +3,8 % | 8.094 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 8.400 $ | +306 $ | +3,8 % | 8.094 $ | ||||||||
| ASSETMARK, INC | 5.754 $ | +210 $ | +3,8 % | 5.544 $ | +3.550 $ | +178,0 % | 1.994 $ | |||||
| SHP Wealth Management | 3.750 $ | +143 $ | +4,0 % | 3.607 $ | -2.144 $ | -37,3 % | 5.751 $ | |||||
| Berbice Capital Management LLC | 4.047 $ | |||||||||||
| SIGNATUREFD, LLC | 3.570 $ | +130 $ | +3,8 % | 3.440 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.066 $ | +112 $ | +3,8 % | 2.954 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.050 $ | +38 $ | +3,8 % | 1.012 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 931 $ | |||||||||||
| Quattro Advisors LLC | 159 $ | |||||||||||
| FMR LLC | 53 $ | |||||||||||
| 1.265.208.497 $ | +755.283.245 $ | +6.357,4 % | 488.807.331 $ | +105.256.506 $ | +123,3 % | 362.831.580 $ | +37.135.799 $ | +123,5 % | 309.645.659 $ | +69.878.412 $ | +29,6 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
regelbasierten Scoring-Modells aus öffentlich verfügbaren Daten (SEC-Filings,
Fundamentaldaten, Kursdaten). Sie richten sich an ein breites Publikum und
berücksichtigen keine persönlichen Verhältnisse, Anlageziele oder Risikobereitschaften.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.