| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 374.234.137 $ | -9.055.497 $ | +13,8 % | 1.122.137.345 $ | +115.098.994 $ | +35.422,8 % | 1.005.513.180 $ | +30.302.108 $ | +22,7 % | 955.524.881 $ | +4.216.597 $ | +450,9 % |
| Hartford Funds Management Co LLC | 98.446.093 $ | +15.307.519 $ | +18,4 % | 83.138.574 $ | -9.805.040 $ | -10,5 % | 92.943.614 $ | +612.815 $ | +0,7 % | |||
| LPL Financial LLC | 97.723.487 $ | +18.693.091 $ | +23,7 % | 79.030.396 $ | +789.051 $ | +1,0 % | 78.241.345 $ | +761.800 $ | +1,0 % | |||
| RAYMOND JAMES FINANCIAL INC | 90.349.952 $ | +6.014.119 $ | +7,1 % | 84.335.833 $ | +7.923.423 $ | +10,4 % | 76.412.410 $ | +12.085.311 $ | +18,8 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80.676.807 $ | -2.983.279 $ | -3,6 % | 83.660.086 $ | +8.878.812 $ | +11,9 % | 74.781.274 $ | +3.353.794 $ | +4,7 % | |||
| BANK OF AMERICA CORP /DE/ | 62.072.276 $ | +2.273.669 $ | +3,8 % | 59.798.607 $ | +1.299.060 $ | +2,2 % | 58.499.547 $ | +4.335.603 $ | +8,0 % | |||
| JONES FINANCIAL COMPANIES LLLP | 46.970.381 $ | +12.002.021 $ | +34,3 % | 34.968.360 $ | +8.607.728 $ | +32,7 % | 26.360.632 $ | +6.816.548 $ | +34,9 % | |||
| CPC Advisors, LLC | 35.942.464 $ | -5.290.841 $ | -12,8 % | 41.233.305 $ | +2.841.956 $ | +7,4 % | 38.391.349 $ | +1.840.352 $ | +5,0 % | 36.550.997 $ | +1.701.749 $ | +4,9 % |
| Avantax Planning Partners, Inc. | 33.047.670 $ | +21.984.197 $ | +198,7 % | 11.063.473 $ | +247.265 $ | +2,3 % | 10.816.208 $ | +4.566.156 $ | +73,1 % | 6.250.052 $ | -108.488 $ | -1,7 % |
| Steward Partners Investment Advisory, LLC | 32.079.596 $ | +448.898 $ | +1,4 % | 31.630.698 $ | +1.382.974 $ | +4,6 % | 30.247.724 $ | +702.745 $ | +2,4 % | |||
| Apollon Wealth Management, LLC | 25.710.698 $ | +3.212.222 $ | +14,3 % | 22.498.476 $ | +4.159.344 $ | +22,7 % | 18.339.132 $ | +1.053.685 $ | +6,1 % | 17.285.447 $ | +578.177 $ | +3,5 % |
| TRUIST FINANCIAL CORP | 25.694.795 $ | +9.305.448 $ | +56,8 % | 16.389.347 $ | +2.821.453 $ | +20,8 % | 13.567.894 $ | +4.908.931 $ | +56,7 % | 8.658.963 $ | -9.904.814 $ | -53,4 % |
| Schorn Wealth LLC | 25.213.091 $ | +289.367 $ | +1,2 % | 24.923.724 $ | +272.644 $ | +1,1 % | 24.651.080 $ | +269.569 $ | +1,1 % | 24.381.511 $ | +330.818 $ | +1,4 % |
| Cambridge Investment Research Advisors, Inc. | 1.207.000 $ | -23.903.000 $ | -95,2 % | 25.110.000 $ | +15.828.000 $ | +170,5 % | 9.282.000 $ | -3.148.000 $ | -25,3 % | 12.430.000 $ | +259.000 $ | +2,1 % |
| Legacy Wealth Management, LLC | 18.897.933 $ | -5.274.770 $ | -21,8 % | 24.172.703 $ | +794.391 $ | +3,4 % | 23.378.312 $ | +53.538 $ | +0,2 % | 23.324.774 $ | +1.989.323 $ | +9,3 % |
| Goldstein Advisors, LLC | 20.403.771 $ | -980.438 $ | -4,6 % | 21.384.209 $ | +1.104.284 $ | +5,4 % | 20.279.925 $ | +292.760 $ | +1,5 % | 19.987.165 $ | +857.416 $ | +4,5 % |
| Mariner, LLC | 2.756.047 $ | -4.731.947 $ | -63,2 % | 7.487.994 $ | -10.428.250 $ | -58,2 % | 17.916.244 $ | +2.140.644 $ | +13,6 % | |||
| Cetera Investment Advisers | 17.600.943 $ | +79.982 $ | +0,5 % | 17.520.961 $ | +1.036.018 $ | +6,3 % | 16.484.943 $ | +2.376.963 $ | +16,8 % | |||
| Focus Partners Wealth | 14.532.228 $ | +291.293 $ | +2,0 % | 14.240.935 $ | -1.483.618 $ | -9,4 % | 15.724.553 $ | -201.163 $ | -1,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 14.277.050 $ | +1.905.516 $ | +15,4 % | 12.371.534 $ | +4.500.168 $ | +57,2 % | 7.871.366 $ | -11.691.683 $ | -59,8 % | |||
| Kestra Advisory Services, LLC | 13.837.856 $ | -300.820 $ | -2,1 % | 14.138.676 $ | +894.507 $ | +6,8 % | 13.244.169 $ | +602.704 $ | +4,8 % | 12.641.465 $ | +966.095 $ | +8,3 % |
| Johnson & White Wealth Management, LLC | 12.356.496 $ | +43.169 $ | +0,4 % | 12.313.327 $ | +334.462 $ | +2,8 % | 11.978.865 $ | +2.010.498 $ | +20,2 % | 9.968.367 $ | +393.866 $ | +4,1 % |
| Janney Montgomery Scott LLC | 12.001.000 $ | +6.418.000 $ | +115,0 % | 5.583.000 $ | -247.000 $ | -4,2 % | ||||||
| Fragasso Financial Advisors Inc | 7.911.428 $ | -3.681.626 $ | -31,8 % | 11.593.054 $ | +676.167 $ | +6,2 % | 10.916.887 $ | +2.053.484 $ | +23,2 % | 8.863.403 $ | ||
| Sepio Capital, LP | 11.581.108 $ | +213.250 $ | +1,9 % | 11.367.858 $ | +1.043.545 $ | +10,1 % | 10.324.313 $ | +4.806.465 $ | +87,1 % | 5.517.848 $ | +569.201 $ | +11,5 % |
| OSAIC HOLDINGS, INC. | 11.015.432 $ | +1.334.873 $ | +13,8 % | 9.680.559 $ | +309.712 $ | +3,3 % | 9.370.847 $ | -2.521.407 $ | -21,2 % | |||
| Main Street Financial Solutions, LLC | 210.962 $ | -10.773.003 $ | -98,1 % | 10.983.965 $ | +354.359 $ | +3,3 % | ||||||
| Wealthspire Advisors, LLC | 10.328.930 $ | +56.472 $ | +0,5 % | 10.272.458 $ | ||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 9.272.524 $ | -835.403 $ | -8,3 % | 10.107.927 $ | +1.079.160 $ | +12,0 % | 9.028.767 $ | +111.731 $ | +1,3 % | 8.917.036 $ | -1.458.964 $ | -14,1 % |
| INTEGRATED WEALTHCARE, LLC | 9.904.742 $ | +178.368 $ | +1,8 % | 9.726.374 $ | -200.722 $ | -2,0 % | 9.927.096 $ | |||||
| Wealthcare Advisory Partners LLC | 7.680.213 $ | -1.418.342 $ | -15,6 % | 9.098.555 $ | -764.405 $ | -7,8 % | 9.862.960 $ | +711.109 $ | +7,8 % | 9.151.851 $ | -956.009 $ | -9,5 % |
| JANE STREET GROUP, LLC | 9.836.113 $ | +5.441.835 $ | +123,8 % | 4.394.278 $ | -1.160.102 $ | -20,9 % | 5.554.380 $ | +1.440.014 $ | +35,0 % | |||
| GGM Financial LLC | 6.835.976 $ | -2.891.733 $ | -29,7 % | 9.727.709 $ | +1.427.200 $ | +17,2 % | 8.300.509 $ | +1.450.275 $ | +21,2 % | 6.850.234 $ | +675.456 $ | +10,9 % |
| JPMORGAN CHASE & CO | 9.631.464 $ | +1.775.422 $ | +22,6 % | 7.856.042 $ | +1.216.443 $ | +18,3 % | 6.639.599 $ | -2.227.869 $ | -25,1 % | |||
| YARGER WEALTH STRATEGIES, LLC | 9.169.858 $ | +94.105 $ | +1,0 % | 9.075.753 $ | +291.210 $ | +3,3 % | 8.784.543 $ | -130.868 $ | -1,5 % | |||
| Bernardo Wealth Planning LLC | 8.838.826 $ | +3.581.842 $ | +68,1 % | 5.256.984 $ | +16.526 $ | +0,3 % | 5.240.458 $ | +188.408 $ | +3,7 % | 5.052.050 $ | +219.375 $ | +4,5 % |
| Blue Water Asset Management | 6.939.482 $ | -1.150.927 $ | -14,2 % | 8.090.409 $ | -578.208 $ | -6,7 % | 8.668.617 $ | +2.324 $ | +0,0 % | 8.666.293 $ | ||
| LeClair Wealth Partners LLC | 8.668.617 $ | |||||||||||
| ERn Financial, LLC | 7.633.686 $ | -537.006 $ | -6,6 % | 8.170.692 $ | +84.601 $ | +1,0 % | 8.086.091 $ | -83.534 $ | -1,0 % | 8.169.625 $ | +31.413 $ | +0,4 % |
| Per Stirling Capital Management, LLC. | 7.936.793 $ | +667.974 $ | +9,2 % | 7.268.819 $ | +1.208.742 $ | +19,9 % | 6.060.077 $ | |||||
| HighTower Advisors, LLC | 6.875.390 $ | -270.657 $ | -3,8 % | 7.146.047 $ | -664.806 $ | -8,5 % | 7.810.853 $ | -8.767.489 $ | -52,9 % | |||
| Convergence Financial, LLC | 3.554.680 $ | -3.932.794 $ | -52,5 % | 7.487.474 $ | +3.764.726 $ | +101,1 % | 3.722.748 $ | +1.692.595 $ | +83,4 % | 2.030.153 $ | +442.870 $ | +27,9 % |
| VERUS CAPITAL PARTNERS, LLC | 7.073.853 $ | +1.197.479 $ | +20,4 % | 5.876.374 $ | +357.863 $ | +6,5 % | 5.518.511 $ | +697.119 $ | +14,5 % | 4.821.392 $ | +362.469 $ | +8,1 % |
| ROYAL BANK OF CANADA | 6.115.000 $ | -837.000 $ | -12,0 % | 6.952.000 $ | +558.000 $ | +8,7 % | 6.394.000 $ | +1.864.000 $ | +41,1 % | |||
| CITIGROUP INC | 6.730.378 $ | +6.106.040 $ | +978,0 % | 624.338 $ | ||||||||
| RiverFront Investment Group, LLC | 6.292.676 $ | +1.007.107 $ | +19,1 % | 5.285.569 $ | +606.370 $ | +13,0 % | 4.679.199 $ | +825.105 $ | +21,4 % | |||
| WELLINGTON MANAGEMENT GROUP LLP | 1.796.220 $ | -3.752.004 $ | -67,6 % | 5.548.224 $ | -654.336 $ | -10,5 % | 6.202.560 $ | -1.461.552 $ | -19,1 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 898.845 $ | -5.301.313 $ | -85,5 % | 6.200.158 $ | +703.373 $ | +12,8 % | 5.496.785 $ | +534.176 $ | +10,8 % | |||
| GOLDMAN SACHS GROUP INC | 1.504.986 $ | -105.472 $ | -6,5 % | 1.610.458 $ | -4.520.902 $ | -73,7 % | 6.131.360 $ | -1.145.572 $ | -15,7 % | |||
| Private Advisor Group, LLC | 5.641.342 $ | +2.953.176 $ | +109,9 % | 2.688.166 $ | -70.572 $ | -2,6 % | 2.758.738 $ | -106.789 $ | -3,7 % | |||
| Henderson Brothers Financial Partners, LLC | 5.620.296 $ | +490.427 $ | +9,6 % | 5.129.869 $ | +406.042 $ | +8,6 % | 4.723.827 $ | |||||
| Anderson Financial Strategies, LLC | 5.491.503 $ | +420.398 $ | +8,3 % | 5.071.105 $ | +184.154 $ | +3,8 % | 4.886.951 $ | +56.697 $ | +1,2 % | |||
| CWM, LLC | 5.440.723 $ | +4.871.723 $ | +856,2 % | 569.000 $ | +568.000 $ | +56.800,0 % | ||||||
| Retirement Planning Group, LLC | 4.919.638 $ | +130.401 $ | +2,7 % | 4.789.237 $ | +840.955 $ | +21,3 % | 3.948.282 $ | +924.889 $ | +30,6 % | 3.023.393 $ | +476.800 $ | +18,7 % |
| Capital Asset Advisory Services LLC | 3.747.987 $ | -996.450 $ | -21,0 % | 4.744.437 $ | +128.469 $ | +2,8 % | 4.615.968 $ | +878.164 $ | +23,5 % | 3.737.804 $ | +430.763 $ | +13,0 % |
| Uniting Wealth Partners, LLC | 4.520.649 $ | -210.533 $ | -4,4 % | 4.731.182 $ | +472.350 $ | +11,1 % | ||||||
| CONSILIO WEALTH ADVISORS, LLC | 4.706.059 $ | +151.671 $ | +3,3 % | 4.554.388 $ | -142.871 $ | -3,0 % | 4.697.259 $ | +140.181 $ | +3,1 % | |||
| ForthRight Wealth Management, LLC | 2.527.098 $ | -338.640 $ | -11,8 % | 2.865.738 $ | -1.657.587 $ | -36,6 % | 4.523.325 $ | -967.714 $ | -17,6 % | |||
| Strid Group, LLC | 4.179.117 $ | +6.379 $ | +0,2 % | 4.172.738 $ | +95.548 $ | +2,3 % | 4.077.190 $ | +488.902 $ | +13,6 % | 3.588.288 $ | +21.551 $ | +0,6 % |
| NATIXIS ADVISORS, LLC | 4.171.000 $ | +2.459.000 $ | +143,6 % | 1.712.000 $ | +768.000 $ | +81,4 % | 944.000 $ | +689.000 $ | +270,2 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4.090.203 $ | |||||||||||
| DAVENPORT & Co LLC | 3.999.384 $ | -55.981 $ | -1,4 % | 4.055.365 $ | +607.487 $ | +17,6 % | 3.447.878 $ | +846.115 $ | +32,5 % | 2.601.763 $ | +2.155.679 $ | +483,2 % |
| CITADEL ADVISORS LLC | 3.907.870 $ | +1.192.365 $ | +43,9 % | 2.715.505 $ | +768.383 $ | +39,5 % | 1.947.122 $ | -2.046.495 $ | -51,2 % | |||
| RTD Financial Advisors, Inc. | 3.821.514 $ | +1.035.330 $ | +37,2 % | 2.786.184 $ | +754.401 $ | +37,1 % | 2.031.783 $ | +1.081.880 $ | +113,9 % | 949.903 $ | ||
| Kingsview Wealth Management, LLC | 3.715.162 $ | +2.009.808 $ | +117,9 % | 1.705.354 $ | +817.869 $ | +92,2 % | 887.485 $ | +588.349 $ | +196,7 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.043.229 $ | -316.778 $ | -9,4 % | 3.360.007 $ | +26.204 $ | +0,8 % | 3.333.803 $ | -185.569 $ | -5,3 % | 3.519.372 $ | -411.045 $ | -10,5 % |
| NewEdge Advisors, LLC | 3.332.742 $ | -66.707 $ | -2,0 % | 3.399.449 $ | +1.203.014 $ | +54,8 % | 2.196.435 $ | +185.188 $ | +9,2 % | |||
| EP Wealth Advisors, LLC | 3.334.880 $ | |||||||||||
| MML INVESTORS SERVICES, LLC | 3.123.539 $ | +1.413.862 $ | +82,7 % | 1.709.677 $ | -844.012 $ | -33,1 % | 2.553.689 $ | +667.821 $ | +35,4 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.042.970 $ | +428.035 $ | +16,4 % | 2.614.935 $ | -233.198 $ | -8,2 % | 2.848.133 $ | -86.964 $ | -3,0 % | 2.935.097 $ | +1.282.987 $ | +77,7 % |
| World Investment Advisors | 3.038.880 $ | +117.492 $ | +4,0 % | 2.921.388 $ | +72.353 $ | +2,5 % | 2.849.035 $ | -60.875 $ | -2,1 % | |||
| GAMMA Investing LLC | 2.751.405 $ | +103.676 $ | +3,9 % | 2.647.729 $ | +340.336 $ | +14,7 % | 2.307.393 $ | +279.461 $ | +13,8 % | 2.027.932 $ | +664.060 $ | +48,7 % |
| Apollon Financial, LLC | 2.745.579 $ | +38.275 $ | +1,4 % | 2.707.304 $ | +43.274 $ | +1,6 % | 2.664.030 $ | +595.815 $ | +28,8 % | 2.068.215 $ | +104.984 $ | +5,3 % |
| CRUX WEALTH ADVISORS | 2.363.021 $ | -32.767 $ | -1,4 % | 2.395.788 $ | -276.121 $ | -10,3 % | 2.671.909 $ | -195.687 $ | -6,8 % | |||
| Thrive Wealth Management, LLC | 2.626.712 $ | +451.804 $ | +20,8 % | 2.174.908 $ | +481.720 $ | +28,5 % | 1.693.188 $ | -40.671 $ | -2,3 % | 1.733.859 $ | +15.132 $ | +0,9 % |
| Landmark Wealth Management, LLC | 2.355.327 $ | -249.055 $ | -9,6 % | 2.604.382 $ | +94.195 $ | +3,8 % | 2.510.187 $ | +380.855 $ | +17,9 % | 2.129.332 $ | -163.736 $ | -7,1 % |
| Element Wealth, LLC | 1.834.212 $ | -4.285 $ | -0,2 % | 1.838.497 $ | -647.709 $ | -26,1 % | 2.486.206 $ | -28.471 $ | -1,1 % | |||
| Elequin Capital, LP | 2.465.822 $ | +2.180.579 $ | +764,5 % | 285.243 $ | ||||||||
| ARKANSAS FINANCIAL GROUP, INC. | 2.308.321 $ | +1.001.857 $ | +76,7 % | 1.306.464 $ | +516.351 $ | +65,4 % | 790.113 $ | +222.197 $ | +39,1 % | 567.916 $ | ||
| IAG Wealth Partners, LLC | 1.653.189 $ | -509.239 $ | -23,5 % | 2.162.428 $ | -137.011 $ | -6,0 % | 2.299.439 $ | -1.012.415 $ | -30,6 % | |||
| Stratos Wealth Partners, LTD. | 2.286.845 $ | +87.454 $ | +4,0 % | 2.199.391 $ | +156.643 $ | +7,7 % | 2.042.748 $ | +315.639 $ | +18,3 % | |||
| Richard P Slaughter Associates Inc | 2.042.902 $ | -170.278 $ | -7,7 % | 2.213.180 $ | +715.647 $ | +47,8 % | 1.497.533 $ | +134.823 $ | +9,9 % | 1.362.710 $ | +66.217 $ | +5,1 % |
| Montis Financial, LLC | 970.000 $ | -271.512 $ | -21,9 % | 1.241.512 $ | -762.985 $ | -38,1 % | 2.004.497 $ | -158.600 $ | -7,3 % | 2.163.097 $ | -1.066.327 $ | -33,0 % |
| Sigma Planning Corp | 878.466 $ | -1.243.522 $ | -58,6 % | 2.121.988 $ | +494.501 $ | +30,4 % | 1.627.487 $ | +1.404.377 $ | +629,5 % | 223.110 $ | +2.687 $ | +1,2 % |
| Cedar Point Capital Partners, LLC | 210.303 $ | -9.184 $ | -4,2 % | 219.487 $ | -230.324 $ | -51,2 % | 449.811 $ | -1.669.365 $ | -78,8 % | 2.119.176 $ | -354.796 $ | -14,3 % |
| VICUS CAPITAL | 2.087.051 $ | +1.115.397 $ | +114,8 % | 971.654 $ | +54.397 $ | +5,9 % | 917.257 $ | +145.809 $ | +18,9 % | 771.448 $ | +198.830 $ | +34,7 % |
| Merit Financial Group, LLC | 716.416 $ | -1.055.450 $ | -59,6 % | 1.771.866 $ | -293.950 $ | -14,2 % | 2.065.816 $ | +952.365 $ | +85,5 % | |||
| IHT Wealth Management, LLC | 1.968.261 $ | |||||||||||
| Stonehearth Capital Management, LLC | 1.912.199 $ | +994.209 $ | +108,3 % | 917.990 $ | -24.399 $ | -2,6 % | 942.389 $ | +19.393 $ | +2,1 % | 922.996 $ | -228.139 $ | -19,8 % |
| WELLS FARGO & COMPANY/MN | 1.899.283 $ | +1.899.247 $ | +5.275.686,1 % | 36 $ | -105.231 $ | -100,0 % | 105.267 $ | +78.930 $ | +299,7 % | |||
| Wiser Advisor Group LLC | 1.714.252 $ | -37.746 $ | -2,2 % | 1.751.998 $ | -88.620 $ | -4,8 % | 1.840.618 $ | +14.434 $ | +0,8 % | |||
| FIFTH THIRD SECURITIES, INC. | 1.742.784 $ | -96.522 $ | -5,2 % | 1.839.306 $ | +80.200 $ | +4,6 % | 1.759.106 $ | -17.896 $ | -1,0 % | 1.777.002 $ | +81.612 $ | +4,8 % |
| Independent Advisor Alliance | 1.707.543 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 794.000 $ | -894.000 $ | -53,0 % | 1.688.000 $ | +824.000 $ | +95,4 % | ||||||
| Cornerstone Wealth Management, LLC | 1.626.755 $ | -39.563 $ | -2,4 % | 1.666.318 $ | -5.406 $ | -0,3 % | 1.671.724 $ | +59.499 $ | +3,7 % | 1.612.225 $ | +132.009 $ | +8,9 % |
| Garden State Investment Advisory Services LLC | 950.279 $ | -115.636 $ | -10,8 % | 1.065.915 $ | -550.837 $ | -34,1 % | 1.616.752 $ | -546.453 $ | -25,3 % | |||
| Sanctuary Advisors, LLC | 1.561.178 $ | +94.440 $ | +6,4 % | 1.466.738 $ | +79.404 $ | +5,7 % | 1.387.334 $ | -2.434.892 $ | -63,7 % | |||
| Amplius Wealth Advisors, LLC | 360.135 $ | -342.604 $ | -48,8 % | 702.739 $ | -506.017 $ | -41,9 % | 1.208.756 $ | -216.051 $ | -15,2 % | 1.424.807 $ | -215.441 $ | -13,1 % |
| Cornerstone Wealth Group, LLC | 1.248.576 $ | -58.332 $ | -4,5 % | 1.306.908 $ | -6.895 $ | -0,5 % | 1.313.803 $ | +127.614 $ | +10,8 % | 1.186.189 $ | -96.012 $ | -7,5 % |
| Aptus Capital Advisors, LLC | 990.773 $ | -19.832 $ | -2,0 % | 1.010.605 $ | -223.037 $ | -18,1 % | 1.233.642 $ | |||||
| EVOLVE PRIVATE WEALTH, LLC | 1.220.523 $ | -11.564 $ | -0,9 % | 1.232.087 $ | +170.268 $ | +16,0 % | 1.061.819 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 442.706 $ | -147.546 $ | -25,0 % | 590.252 $ | -632.816 $ | -51,7 % | 1.223.068 $ | +292.033 $ | +31,4 % | 931.035 $ | +29.668 $ | +3,3 % |
| OLD MISSION CAPITAL LLC | 1.219.379 $ | +266.707 $ | +28,0 % | 952.672 $ | -13.852 $ | -1,4 % | 966.524 $ | |||||
| J.W. COLE ADVISORS, INC. | 472.775 $ | +10.805 $ | +2,3 % | 461.970 $ | +67.992 $ | +17,3 % | 393.978 $ | -798.265 $ | -67,0 % | 1.192.243 $ | -336.564 $ | -22,0 % |
| Magnus Financial Group LLC | 1.072.612 $ | -101.394 $ | -8,6 % | 1.174.006 $ | +18.878 $ | +1,6 % | 1.155.128 $ | -15.525 $ | -1,3 % | 1.170.653 $ | -45.535 $ | -3,7 % |
| Westside Investment Management, Inc. | 1.007.104 $ | -61.910 $ | -5,8 % | 1.069.014 $ | -15.552 $ | -1,4 % | 1.084.566 $ | -24.727 $ | -2,2 % | 1.109.293 $ | -42.795 $ | -3,7 % |
| Farther Finance Advisors, LLC | 477.429 $ | -459.219 $ | -49,0 % | 936.648 $ | -85.749 $ | -8,4 % | 1.022.397 $ | -86.843 $ | -7,8 % | 1.109.240 $ | ||
| OneAscent Financial Services LLC | 1.095.355 $ | +3.003 $ | +0,3 % | 1.092.352 $ | +102.556 $ | +10,4 % | 989.796 $ | +258.485 $ | +35,3 % | |||
| STIFEL FINANCIAL CORP | 795.559 $ | +2.442 $ | +0,3 % | 793.117 $ | -289.737 $ | -26,8 % | 1.082.854 $ | -56.582 $ | -5,0 % | |||
| CAPTRUST FINANCIAL ADVISORS | 755.096 $ | -19.461 $ | -2,5 % | 774.557 $ | -258.706 $ | -25,0 % | 1.033.263 $ | -58.531 $ | -5,4 % | |||
| Stonebridge Financial Group, LLC | 205.512 $ | -628.852 $ | -75,4 % | 834.364 $ | +8.107 $ | +1,0 % | 826.257 $ | -193.748 $ | -19,0 % | 1.020.005 $ | +393.746 $ | +62,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 813.000 $ | -174.000 $ | -17,6 % | 987.000 $ | +14.000 $ | +1,4 % | 973.000 $ | -34.000 $ | -3,4 % | 1.007.000 $ | +46.000 $ | +4,8 % |
| StoneX Group Inc. | 988.747 $ | |||||||||||
| Regal Investment Advisors LLC | 690.312 $ | -47.562 $ | -6,4 % | 737.874 $ | -245.144 $ | -24,9 % | 983.018 $ | -2.091.802 $ | -68,0 % | |||
| WEST MICHIGAN ADVISORS, LLC | 960.835 $ | +15.185 $ | +1,6 % | 945.650 $ | +160.153 $ | +20,4 % | 785.497 $ | +22.425 $ | +2,9 % | |||
| LifeGoal Investments, LLC | 892.636 $ | +405.557 $ | +83,3 % | 487.079 $ | -9.685 $ | -1,9 % | 496.764 $ | +2.020 $ | +0,4 % | 494.744 $ | -875.111 $ | -63,9 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 819.209 $ | -48.459 $ | -5,6 % | 867.668 $ | +51.660 $ | +6,3 % | ||||||
| Summit Financial, LLC | 810.841 $ | -51.803 $ | -6,0 % | 862.644 $ | +7.062 $ | +0,8 % | ||||||
| Savvy Advisors, Inc. | 466.804 $ | -23.528 $ | -4,8 % | 490.332 $ | -362.110 $ | -42,5 % | 852.442 $ | -11.991 $ | -1,4 % | |||
| Advyzon Investment Management, LLC | 770.921 $ | -45.782 $ | -5,6 % | 816.703 $ | +1.191 $ | +0,1 % | 815.512 $ | +63.540 $ | +8,4 % | |||
| Bleakley Financial Group, LLC | 797.031 $ | +103.546 $ | +14,9 % | 693.485 $ | -3.964 $ | -0,6 % | 697.449 $ | +2.887 $ | +0,4 % | |||
| Nicht ausgewiesen | 791.763 $ | +369.727 $ | +87,6 % | 422.036 $ | -283.879 $ | -40,2 % | 705.915 $ | +3.795 $ | +0,5 % | |||
| PRAIRIE ADVISORY, LLC | 786.934 $ | +370.233 $ | +88,8 % | 416.701 $ | ||||||||
| Clearstead Advisors, LLC | 761.702 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 256.232 $ | -493.503 $ | -65,8 % | 749.735 $ | +154.568 $ | +26,0 % | 595.167 $ | -252.615 $ | -29,8 % | |||
| DONALDSON CAPITAL MANAGEMENT, LLC | 749.157 $ | +7.751 $ | +1,0 % | 741.406 $ | -7.081 $ | -0,9 % | 748.487 $ | +2.679 $ | +0,4 % | |||
| SAGE PRIVATE WEALTH GROUP, LLC | 741.787 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 664.959 $ | +17.190 $ | +2,7 % | 647.769 $ | -75.794 $ | -10,5 % | 723.563 $ | -31.250 $ | -4,1 % | |||
| Capital Analysts, LLC | 657.000 $ | -28.000 $ | -4,1 % | 685.000 $ | -5.000 $ | -0,7 % | 690.000 $ | -174.000 $ | -20,1 % | |||
| PRIVATE TRUST CO NA | 585.809 $ | -23.118 $ | -3,8 % | 608.927 $ | +46.151 $ | +8,2 % | 562.776 $ | |||||
| Harborfront Financial Group LLC | 572.089 $ | +110.335 $ | +23,9 % | 461.754 $ | ||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 559.705 $ | +14.043 $ | +2,6 % | 545.662 $ | -235 $ | -0,0 % | 545.897 $ | |||||
| Leelyn Smith, LLC | 525.554 $ | -25.586 $ | -4,6 % | 551.140 $ | -8.372 $ | -1,5 % | 559.512 $ | +10.865 $ | +2,0 % | 548.647 $ | -175.664 $ | -24,3 % |
| JOURNEY STRATEGIC WEALTH LLC | 554.230 $ | -3.840 $ | -0,7 % | 558.070 $ | +57.668 $ | +11,5 % | ||||||
| Strategic Blueprint, LLC | 222.943 $ | -313.344 $ | -58,4 % | 536.287 $ | +274.792 $ | +105,1 % | 261.495 $ | -2.498 $ | -0,9 % | 263.993 $ | +945 $ | +0,4 % |
| M Holdings Securities, Inc. | 510.000 $ | |||||||||||
| Arete Wealth Advisors, LLC | 506.699 $ | +123.466 $ | +32,2 % | 383.233 $ | +79.725 $ | +26,3 % | 303.508 $ | -17.492 $ | -5,4 % | |||
| USAdvisors Wealth Management, LLC | 483.000 $ | +2.000 $ | +0,4 % | 481.000 $ | +40.000 $ | +9,1 % | 441.000 $ | +16.000 $ | +3,8 % | 425.000 $ | -13.000 $ | -3,0 % |
| Keystone Financial Services, LLC | 337.720 $ | -85.654 $ | -20,2 % | 423.374 $ | +24.799 $ | +6,2 % | 398.575 $ | +13.224 $ | +3,4 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 381.398 $ | -23.753 $ | -5,9 % | 405.151 $ | -1.619 $ | -0,4 % | 406.770 $ | -3.885 $ | -0,9 % | 410.655 $ | +1.470 $ | +0,4 % |
| Princeton Global Asset Management LLC | 320.005 $ | -71.719 $ | -18,3 % | 391.724 $ | +4.053 $ | +1,0 % | 387.671 $ | +103.420 $ | +36,4 % | 284.251 $ | +48.755 $ | +20,7 % |
| COFG Advisors, LLC | 368.785 $ | |||||||||||
| BENJAMIN EDWARDS INC | 367.267 $ | +98.344 $ | +36,6 % | 268.923 $ | +2.747 $ | +1,0 % | 266.176 $ | +23.357 $ | +9,6 % | |||
| Opal Wealth Advisors, LLC | 362.971 $ | +7.047 $ | +2,0 % | 355.924 $ | +15.406 $ | +4,5 % | 340.518 $ | +4.014 $ | +1,2 % | 336.504 $ | -223 $ | -0,1 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 326.417 $ | -7.451 $ | -2,2 % | 333.868 $ | +33.594 $ | +11,2 % | 300.274 $ | +97.098 $ | +47,8 % | 203.176 $ | +88.331 $ | +76,9 % |
| HB Wealth Management, LLC | 305.057 $ | -14.858 $ | -4,6 % | 319.915 $ | +19.668 $ | +6,6 % | 300.247 $ | +20.949 $ | +7,5 % | |||
| Certified Advisory Corp | 316.171 $ | -924 $ | -0,3 % | 317.095 $ | +18.535 $ | +6,2 % | ||||||
| Vise Technologies, Inc. | 215.093 $ | -101.864 $ | -32,1 % | 316.957 $ | ||||||||
| Argent Trust Co | 316.018 $ | +3.270 $ | +1,0 % | 312.748 $ | -2.987 $ | -0,9 % | 315.735 $ | +1.131 $ | +0,4 % | |||
| Wealthspire Retirement, LLC | 315.664 $ | +3.246 $ | +1,0 % | 312.418 $ | ||||||||
| SAX WEALTH ADVISORS, LLC | 288.536 $ | |||||||||||
| Urban Wealth Management, LLC | 286.582 $ | |||||||||||
| Legacy CG, LLC | 279.839 $ | |||||||||||
| NICOLET BANKSHARES INC | 278.135 $ | |||||||||||
| AdvisorNet Financial, Inc | 249.050 $ | -26.147 $ | -9,5 % | 275.197 $ | +12.823 $ | +4,9 % | 262.374 $ | -2.321 $ | -0,9 % | 264.695 $ | +1.118 $ | +0,4 % |
| Symphony Financial, Ltd. Co. | 268.637 $ | |||||||||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 255.607 $ | -2.441 $ | -0,9 % | 258.048 $ | ||||||||
| LaSalle St. Investment Advisors, LLC | 257.106 $ | +43.187 $ | +20,2 % | 213.919 $ | ||||||||
| AQR CAPITAL MANAGEMENT LLC | 255.726 $ | |||||||||||
| Oregon Pacific Wealth Management, LLC | 255.211 $ | -254.499 $ | -49,9 % | |||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 247.594 $ | |||||||||||
| XY Planning Network, Inc. | 233.236 $ | -12.443 $ | -5,1 % | 245.679 $ | ||||||||
| Prostatis Group LLC | 239.375 $ | +250 $ | +0,1 % | |||||||||
| HILL ISLAND FINANCIAL LLC | 201.832 $ | -21.793 $ | -9,7 % | 223.625 $ | -1.044 $ | -0,5 % | 224.669 $ | +19.862 $ | +9,7 % | 204.807 $ | -5.491 $ | -2,6 % |
| Fermata Advisors, LLC | 208.079 $ | -15.028 $ | -6,7 % | 223.107 $ | +2.118 $ | +1,0 % | 220.989 $ | -1.745 $ | -0,8 % | 222.734 $ | +233 $ | +0,1 % |
| Focus Advisor Solutions, LLC | 222.383 $ | +2.301 $ | +1,0 % | 220.082 $ | -1.307 $ | -0,6 % | ||||||
| Trajan Wealth LLC | 217.333 $ | |||||||||||
| Rockefeller Capital Management L.P. | 209.331 $ | -7.889 $ | -3,6 % | 217.220 $ | +114.677 $ | +111,8 % | 102.543 $ | +1.235 $ | +1,2 % | |||
| Equitable Holdings, Inc. | 210.897 $ | |||||||||||
| MGO ONE SEVEN LLC | 204.295 $ | +214 $ | +0,1 % | |||||||||
| Privatperson | 166.647 $ | -1.998 $ | -1,2 % | 168.645 $ | +28.328 $ | +20,2 % | 140.317 $ | -16.549 $ | -10,5 % | 156.866 $ | ||
| United Community Bank | 113.867 $ | -5.917 $ | -4,9 % | 119.784 $ | +4.339 $ | +3,8 % | 115.445 $ | -1.103 $ | -0,9 % | 116.548 $ | +417 $ | +0,4 % |
| FIFTH THIRD BANCORP | 112.081 $ | -6.981 $ | -5,9 % | 119.062 $ | +1.232 $ | +1,0 % | 117.830 $ | |||||
| COMERICA BANK | 118.955 $ | -29.210 $ | -19,7 % | |||||||||
| Longview Financial Advisors LLC | 118.610 $ | +1.227 $ | +1,0 % | 117.383 $ | -1.121 $ | -0,9 % | 118.504 $ | +424 $ | +0,4 % | |||
| Jacobi Capital Management LLC | 111.537 $ | |||||||||||
| PlanVest Financial, Inc | 70.360 $ | +668 $ | +1,0 % | 69.692 $ | ||||||||
| MORGAN STANLEY | 70.199 $ | +1.069 $ | +1,5 % | 69.130 $ | +56.635 $ | +453,3 % | 12.495 $ | -387 $ | -3,0 % | |||
| HUNTINGTON NATIONAL BANK | 53.229 $ | |||||||||||
| Geneos Wealth Management Inc. | 35.220 $ | +5.916 $ | +20,2 % | 29.304 $ | ||||||||
| ABOUND FINANCIAL, LLC | 27.323 $ | +282 $ | +1,0 % | 27.041 $ | -258 $ | -0,9 % | 27.299 $ | |||||
| UBS Group AG | 786 $ | +279 $ | +55,0 % | 507 $ | -23.628 $ | -97,9 % | 24.135 $ | -657 $ | -2,7 % | |||
| Nova Financial LLC | 18.611 $ | |||||||||||
| Parallel Advisors, LLC | 17.430 $ | -1.086 $ | -5,9 % | 18.516 $ | +192 $ | +1,0 % | 18.324 $ | |||||
| Ascentis Independent Advisors | 18.437 $ | +191 $ | +1,0 % | 18.246 $ | ||||||||
| AE Wealth Management LLC | 12.683 $ | +131 $ | +1,0 % | 12.552 $ | ||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 11.000 $ | |||||||||||
| Allworth Financial LP | 5.544 $ | |||||||||||
| Balance Wealth Partners LLC | 2.521 $ | |||||||||||
| Quent Capital, LLC | 1.957 $ | |||||||||||
| Basepoint Wealth LLC | 387 $ | |||||||||||
| Smartleaf Asset Management LLC | 353 $ | +5 $ | +1,4 % | 348 $ | +310 $ | +815,8 % | ||||||
| Gesamt | 374.234.137 $ | -9.055.497 $ | +13,8 % | 1.122.137.345 $ | +115.098.994 $ | +35.422,8 % | 1.005.513.180 $ | +30.302.108 $ | +22,7 % | 955.524.881 $ | +4.216.597 $ | +450,9 % |
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.