| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.732.742.890 $ | +288.787.244 $ | +63,5 % | 2.437.145.814 $ | +284.577.750 $ | +15.579,6 % | 2.120.883.372 $ | +415.073.244 $ | +91,9 % | 1.647.515.031 $ | +328.388.716 $ | +3.128,4 % | |
| Neuberger Berman Group LLC | 1.497.221.357 $ | +80.606.446 $ | +5,7 % | 1.416.614.911 $ | +103.490.928 $ | +7,9 % | 1.313.123.983 $ | +183.612.668 $ | +16,3 % | 1.129.511.315 $ | +197.163.799 $ | +21,1 % |
| MORGAN STANLEY | 271.058.045 $ | +68.554.527 $ | +33,9 % | 202.503.518 $ | +76.098.549 $ | +60,2 % | 126.404.969 $ | +99.301.254 $ | +366,4 % | 27.103.715 $ | +27.058.539 $ | +59.895,8 % |
| LPL Financial LLC | 146.151.092 $ | +29.767.110 $ | +25,6 % | 116.383.982 $ | +16.447.523 $ | +16,5 % | 99.936.459 $ | +13.045.155 $ | +15,0 % | 86.891.304 $ | +26.584.336 $ | +44,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112.770.224 $ | +3.137.964 $ | +2,9 % | 109.632.260 $ | -27.454.855 $ | -20,0 % | 137.087.115 $ | +28.466.496 $ | +26,2 % | 108.620.619 $ | +11.049.840 $ | +11,3 % |
| RAYMOND JAMES FINANCIAL INC | 111.215.568 $ | +33.973.327 $ | +44,0 % | 77.242.241 $ | +15.999.424 $ | +26,1 % | 61.242.817 $ | +12.338.938 $ | +25,2 % | 48.903.879 $ | +20.407.632 $ | +71,6 % |
| BANK OF AMERICA CORP /DE/ | 95.325.415 $ | +29.315.245 $ | +44,4 % | 66.010.170 $ | +22.439.087 $ | +51,5 % | 43.571.083 $ | +31.001.517 $ | +246,6 % | 12.569.566 $ | +7.779.742 $ | +162,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41.010.730 $ | +2.549.892 $ | +6,6 % | 38.460.838 $ | +14.366.585 $ | +59,6 % | 24.094.253 $ | +9.234.414 $ | +62,1 % | 14.859.839 $ | +14.689.681 $ | +8.633,0 % |
| Integrated Wealth Concepts LLC | 35.614.997 $ | +15.944.788 $ | +81,1 % | 19.670.209 $ | +19.212.010 $ | +4.192,9 % | 458.199 $ | |||||
| ASSETMARK, INC | 29.268.000 $ | +1.085.875 $ | +3,9 % | 28.182.125 $ | -1.197.747 $ | -4,1 % | 29.379.872 $ | -3.855.711 $ | -11,6 % | 33.235.583 $ | -155.563 $ | -0,5 % |
| Francis Financial, Inc. | 24.915.317 $ | +2.130.959 $ | +9,4 % | 22.784.358 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 24.586.692 $ | +24.028.833 $ | +4.307,3 % | 557.859 $ | -625.403 $ | -52,9 % | 1.183.262 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 22.948.000 $ | +12.866.000 $ | +127,6 % | 10.082.000 $ | +4.927.000 $ | +95,6 % | 5.155.000 $ | +3.598.000 $ | +231,1 % | 1.557.000 $ | +1.124.000 $ | +259,6 % |
| CARY STREET PARTNERS FINANCIAL LLC | 21.262.013 $ | +327.652 $ | +1,6 % | 20.934.361 $ | -39.032 $ | -0,2 % | 20.973.393 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 20.871.524 $ | +3.651.489 $ | +21,2 % | 17.220.035 $ | ||||||||
| UBS Group AG | 18.959.226 $ | +330.879 $ | +1,8 % | 18.628.347 $ | +16.409.498 $ | +739,6 % | 2.218.849 $ | -91.882 $ | -4,0 % | 2.310.731 $ | -1.230.671 $ | -34,8 % |
| OSAIC HOLDINGS, INC. | 18.694.391 $ | +4.282.955 $ | +29,7 % | 14.411.436 $ | +965.608 $ | +7,2 % | 13.445.828 $ | +1.638.313 $ | +13,9 % | 11.807.515 $ | +9.100.108 $ | +336,1 % |
| JANE STREET GROUP, LLC | 17.884.306 $ | +9.654.871 $ | +117,3 % | 8.229.435 $ | -3.888.086 $ | -32,1 % | 12.117.521 $ | +10.336.520 $ | +580,4 % | 1.781.001 $ | -4.027.192 $ | -69,3 % |
| MML INVESTORS SERVICES, LLC | 1.638.628 $ | -13.530.947 $ | -89,2 % | 15.169.575 $ | -1.605.488 $ | -9,6 % | 16.775.063 $ | +765.755 $ | +4,8 % | 16.009.308 $ | +964.308 $ | +6,4 % |
| Paulson Wealth Management Inc. | 326.370 $ | -14.064.621 $ | -97,7 % | 14.390.991 $ | +1.801.416 $ | +14,3 % | 12.589.575 $ | +1.389.270 $ | +12,4 % | 11.200.305 $ | +1.043.124 $ | +10,3 % |
| AE Wealth Management LLC | 206.134 $ | -13.470.067 $ | -98,5 % | 13.676.201 $ | +709.168 $ | +5,5 % | 12.967.033 $ | +1.279.233 $ | +10,9 % | |||
| Round Rock Advisors LLC | 13.005.750 $ | +419.984 $ | +3,3 % | 12.585.766 $ | +975.443 $ | +8,4 % | 11.610.323 $ | +3.020.968 $ | +35,2 % | 8.589.355 $ | ||
| MARQUETTE ASSOCIATES, INC. | 12.952.823 $ | +587.253 $ | +4,7 % | 12.365.570 $ | -243.205 $ | -1,9 % | 12.608.775 $ | +189.571 $ | +1,5 % | 12.419.204 $ | +379.141 $ | +3,1 % |
| Convergence Financial, LLC | 6.838.746 $ | -5.238.265 $ | -43,4 % | 12.077.011 $ | +678.005 $ | +5,9 % | 11.399.006 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 9.516.175 $ | +4.147.007 $ | +77,2 % | 5.369.168 $ | +2.702.039 $ | +101,3 % | 2.667.129 $ | +701.756 $ | +35,7 % | 1.965.373 $ | +611.318 $ | +45,1 % |
| SEI INVESTMENTS CO | 5.346.150 $ | -4.048.410 $ | -43,1 % | 9.394.560 $ | +617.820 $ | +7,0 % | 8.776.740 $ | +1.066.430 $ | +13,8 % | 7.710.310 $ | ||
| Private Advisor Group, LLC | 2.641.976 $ | -6.010.041 $ | -69,5 % | 8.652.017 $ | +2.497.074 $ | +40,6 % | 6.154.943 $ | +2.319.284 $ | +60,5 % | 3.835.659 $ | +1.787.478 $ | +87,3 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.989.676 $ | +1.129.147 $ | +16,5 % | 6.860.529 $ | +50.227 $ | +0,7 % | 6.810.302 $ | +5.115.979 $ | +301,9 % | 1.694.323 $ | -1.745.714 $ | -50,7 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.756.790 $ | +1.387.590 $ | +21,8 % | 6.369.200 $ | +2.241.850 $ | +54,3 % | 4.127.350 $ | +1.363.350 $ | +49,3 % | 2.764.000 $ | +1.768.000 $ | +177,5 % |
| Steward Partners Investment Advisory, LLC | 6.058.578 $ | -1.384.213 $ | -18,6 % | 7.442.791 $ | +1.007.099 $ | +15,6 % | 6.435.692 $ | -462.351 $ | -6,7 % | 6.898.043 $ | +920.899 $ | +15,4 % |
| STAGE HARBOR FINANCIAL, LLC | 7.310.345 $ | +1.328.579 $ | +22,2 % | 5.981.766 $ | +371.633 $ | +6,6 % | 5.610.133 $ | |||||
| CITADEL ADVISORS LLC | 5.506.956 $ | -1.740.808 $ | -24,0 % | 7.247.764 $ | +5.319.977 $ | +276,0 % | 1.927.787 $ | +712.170 $ | +58,6 % | 1.215.617 $ | +1.002.222 $ | +469,7 % |
| Main Street Financial Solutions, LLC | 6.496.129 $ | +1.948.250 $ | +42,8 % | 4.547.879 $ | +2.072.159 $ | +83,7 % | 2.475.720 $ | +1.968.349 $ | +388,0 % | 507.371 $ | ||
| STIFEL FINANCIAL CORP | 6.121.315 $ | -273.260 $ | -4,3 % | 6.394.575 $ | +2.071.700 $ | +47,9 % | 4.322.875 $ | +1.163.137 $ | +36,8 % | 3.159.738 $ | +2.570.957 $ | +436,7 % |
| Beacon Pointe Advisors, LLC | 5.990.199 $ | -384.645 $ | -6,0 % | 6.374.844 $ | +1.399.561 $ | +28,1 % | 4.975.283 $ | +212.676 $ | +4,5 % | 4.762.607 $ | +356.741 $ | +8,1 % |
| HighTower Advisors, LLC | 6.176.803 $ | +39.604 $ | +0,6 % | 6.137.199 $ | +2.126.653 $ | +53,0 % | 4.010.546 $ | +3.230.555 $ | +414,2 % | 779.991 $ | ||
| J.W. COLE ADVISORS, INC. | 6.125.221 $ | +1.035.355 $ | +20,3 % | 5.089.866 $ | -469.819 $ | -8,5 % | 5.559.685 $ | +3.531.958 $ | +174,2 % | |||
| Rubicon Advisors, GP | 2.399.628 $ | -3.639.712 $ | -60,3 % | 6.039.340 $ | +1.947.415 $ | +47,6 % | 4.091.925 $ | |||||
| Wealthspire Advisors, LLC | 5.838.569 $ | +277.537 $ | +5,0 % | 5.561.032 $ | -308.483 $ | -5,3 % | 5.869.515 $ | -47.346 $ | -0,8 % | 5.916.861 $ | +154.486 $ | +2,7 % |
| Proficio Capital Partners LLC | 5.813.626 $ | +239.508 $ | +4,3 % | 5.574.118 $ | +2.762.854 $ | +98,3 % | 2.811.264 $ | -4.897.748 $ | -63,5 % | |||
| ROBINSON SMITH WEALTH ADVISORS LLC | 5.232.018 $ | -379.145 $ | -6,8 % | 5.611.163 $ | +500.441 $ | +9,8 % | 5.110.722 $ | +246.992 $ | +5,1 % | 4.863.730 $ | +4.636.792 $ | +2.043,2 % |
| CWM, LLC | 4.710.598 $ | +173.598 $ | +3,8 % | 4.537.000 $ | +4.097.000 $ | +931,1 % | 440.000 $ | |||||
| BENJAMIN EDWARDS INC | 4.620.679 $ | +838.986 $ | +22,2 % | 3.781.693 $ | ||||||||
| YHB Investment Advisors, Inc. | 4.541.954 $ | +525.671 $ | +13,1 % | 4.016.283 $ | +1.566.822 $ | +64,0 % | 2.449.461 $ | +1.957.177 $ | +397,6 % | |||
| ROYAL BANK OF CANADA | 4.035.000 $ | -450.000 $ | -10,0 % | 4.485.000 $ | +3.865.000 $ | +623,4 % | 620.000 $ | -1.327.000 $ | -68,2 % | 1.947.000 $ | -4.093.000 $ | -67,8 % |
| Janney Montgomery Scott LLC | 4.315.000 $ | -156.000 $ | -3,5 % | 4.471.000 $ | +1.721.000 $ | +62,6 % | 2.750.000 $ | +576.000 $ | +26,5 % | 2.174.000 $ | +3.000 $ | +0,1 % |
| HighPoint Advisor Group LLC | 3.953.041 $ | -404.054 $ | -9,3 % | 4.357.095 $ | +300.554 $ | +7,4 % | 4.056.541 $ | |||||
| EXCHANGE TRADED CONCEPTS, LLC | 3.094.450 $ | -235.283 $ | -7,1 % | 3.329.733 $ | -579.590 $ | -14,8 % | 3.909.323 $ | -51.926 $ | -1,3 % | 3.961.249 $ | +7.583 $ | +0,2 % |
| NewEdge Advisors, LLC | 3.746.563 $ | +430.945 $ | +13,0 % | 3.315.618 $ | +531.126 $ | +19,1 % | 2.784.492 $ | -891.286 $ | -24,2 % | 3.675.778 $ | +2.801.271 $ | +320,3 % |
| Broadway Wealth Solutions, Inc. | 3.729.372 $ | +668.362 $ | +21,8 % | 3.061.010 $ | +176.028 $ | +6,1 % | 2.884.982 $ | +983.537 $ | +51,7 % | 1.901.445 $ | +189.110 $ | +11,0 % |
| JPMORGAN CHASE & CO | 1.069.591 $ | -2.340.343 $ | -68,6 % | 3.409.934 $ | +2.443.803 $ | +252,9 % | 966.131 $ | +252.711 $ | +35,4 % | 713.420 $ | +461.683 $ | +183,4 % |
| IAG Wealth Partners, LLC | 2.660.452 $ | -735.489 $ | -21,7 % | 3.395.941 $ | +19.274 $ | +0,6 % | 3.376.667 $ | +140.183 $ | +4,3 % | 3.236.484 $ | +466.482 $ | +16,8 % |
| Smartleaf Asset Management LLC | 3.028.262 $ | +49.923 $ | +1,7 % | 2.978.339 $ | +371.300 $ | +14,2 % | 2.607.039 $ | +2.545.309 $ | +4.123,3 % | 61.730 $ | ||
| Mutual Advisors, LLC | 2.884.654 $ | |||||||||||
| FIFTH THIRD SECURITIES, INC. | 2.790.844 $ | +431.018 $ | +18,3 % | 2.359.826 $ | +1.016.642 $ | +75,7 % | 1.343.184 $ | +150.922 $ | +12,7 % | 1.192.262 $ | +3.536 $ | +0,3 % |
| GOLDMAN SACHS GROUP INC | 2.574.781 $ | +2.284.397 $ | +786,7 % | 290.384 $ | -1.996.822 $ | -87,3 % | ||||||
| CAPTRUST FINANCIAL ADVISORS | 1.571.610 $ | -198.289 $ | -11,2 % | 1.769.899 $ | -234.171 $ | -11,7 % | 2.004.070 $ | -501.052 $ | -20,0 % | 2.505.122 $ | ||
| Wealth Enhancement Trust Services, Inc. | 2.458.986 $ | +2.149.234 $ | +693,9 % | 309.752 $ | +217.442 $ | +235,6 % | 92.310 $ | |||||
| ENVESTNET ASSET MANAGEMENT INC | 1.384.730 $ | -695.751 $ | -33,4 % | 2.080.481 $ | +359.294 $ | +20,9 % | 1.721.187 $ | +175.843 $ | +11,4 % | 1.545.344 $ | +1.174.236 $ | +316,4 % |
| Gotham Asset Management, LLC | 1.994.830 $ | -38.557 $ | -1,9 % | 2.033.387 $ | ||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2.014.235 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 846.678 $ | -131.642 $ | -13,5 % | 978.320 $ | -973.838 $ | -49,9 % | 1.952.158 $ | |||||
| Kestra Advisory Services, LLC | 1.425.703 $ | -488.343 $ | -25,5 % | 1.914.046 $ | +230.339 $ | +13,7 % | 1.683.707 $ | +241.905 $ | +16,8 % | 1.441.802 $ | +550.352 $ | +61,7 % |
| MANCHESTER FINANCIAL INC | 1.698.345 $ | -89.195 $ | -5,0 % | 1.787.540 $ | -55.328 $ | -3,0 % | 1.842.868 $ | +64.135 $ | +3,6 % | 1.778.733 $ | -382.754 $ | -17,7 % |
| MOTCO | 1.671.985 $ | +221.821 $ | +15,3 % | 1.450.164 $ | -16.580 $ | -1,1 % | 1.466.744 $ | +133.176 $ | +10,0 % | |||
| FLOW TRADERS U.S. LLC | 1.065.000 $ | -92.000 $ | -8,0 % | 1.157.000 $ | -493.000 $ | -29,9 % | 1.650.000 $ | |||||
| Chevy Chase Trust Holdings, LLC | 1.612.251 $ | |||||||||||
| HB Wealth Management, LLC | 1.584.458 $ | +648.488 $ | +69,3 % | 935.970 $ | -389.890 $ | -29,4 % | 1.325.860 $ | -153.557 $ | -10,4 % | 1.479.417 $ | +253.222 $ | +20,7 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 208.900 $ | -1.300.317 $ | -86,2 % | 1.509.217 $ | +310.019 $ | +25,9 % | 1.199.198 $ | |||||
| Rockefeller Capital Management L.P. | 1.489.979 $ | +998.850 $ | +203,4 % | 491.129 $ | ||||||||
| Equitable Holdings, Inc. | 1.446.829 $ | +783.023 $ | +118,0 % | 663.806 $ | +236.212 $ | +55,2 % | 427.594 $ | +13.655 $ | +3,3 % | 413.939 $ | +18.626 $ | +4,7 % |
| World Investment Advisors | 1.411.864 $ | |||||||||||
| TFB Advisors LLC | 1.152.371 $ | +467.897 $ | +68,4 % | 684.474 $ | -629.711 $ | -47,9 % | 1.314.185 $ | +25.490 $ | +2,0 % | 1.288.695 $ | -25.965 $ | -2,0 % |
| WETZEL INVESTMENT ADVISORS, INC. | 984.059 $ | -312.342 $ | -24,1 % | 1.296.401 $ | +520.554 $ | +67,1 % | 775.847 $ | +217.384 $ | +38,9 % | 558.463 $ | +67.809 $ | +13,8 % |
| Stratos Wealth Partners, LTD. | 1.233.288 $ | +28.328 $ | +2,4 % | 1.204.960 $ | +597.117 $ | +98,2 % | 607.843 $ | |||||
| Sanctuary Advisors, LLC | 1.192.086 $ | +227.226 $ | +23,6 % | 964.860 $ | +280.133 $ | +40,9 % | 684.727 $ | -26.952 $ | -3,8 % | 711.679 $ | +136.521 $ | +23,7 % |
| B.O.S.S. Retirement Advisors, LLC | 365.256 $ | -796.806 $ | -68,6 % | 1.162.062 $ | -127.307 $ | -9,9 % | ||||||
| Quantinno Capital Management LP | 1.148.607 $ | |||||||||||
| Systelligence, LLC | 1.129.529 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 561.519 $ | -512.518 $ | -47,7 % | 1.074.037 $ | ||||||||
| Triumph Capital Management | 1.030.986 $ | +157.673 $ | +18,1 % | 873.313 $ | +860.660 $ | +6.802,0 % | 12.653 $ | |||||
| Virtu Financial LLC | 1.025.000 $ | +182.000 $ | +21,6 % | 843.000 $ | -80.000 $ | -8,7 % | 923.000 $ | +417.000 $ | +82,4 % | 506.000 $ | ||
| Harvest Investment Services, LLC | 959.816 $ | +611.286 $ | +175,4 % | 348.530 $ | ||||||||
| Cetera Investment Advisers | 930.034 $ | +157.488 $ | +20,4 % | 772.546 $ | -46.829 $ | -5,7 % | 819.375 $ | |||||
| OLD MISSION CAPITAL LLC | 893.957 $ | +399.595 $ | +80,8 % | 494.362 $ | -221.530 $ | -30,9 % | 715.892 $ | +343.129 $ | +92,1 % | 372.763 $ | ||
| PRINCIPAL SECURITIES, INC. | 467.961 $ | -396.274 $ | -45,9 % | 864.235 $ | -22.052 $ | -2,5 % | 886.287 $ | +40.269 $ | +4,8 % | 846.018 $ | ||
| ANGELES WEALTH MANAGEMENT, LLC | 876.928 $ | -8.197 $ | -0,9 % | 885.125 $ | ||||||||
| Cerity Partners LLC | 648.571 $ | -233.125 $ | -26,4 % | 881.696 $ | +543.933 $ | +161,0 % | 337.763 $ | -128.656 $ | -27,6 % | 466.419 $ | -47.326 $ | -9,2 % |
| Worth Financial Advisory Group, LLC | 836.495 $ | +167.282 $ | +25,0 % | 669.213 $ | +13.767 $ | +2,1 % | 655.446 $ | +102.463 $ | +18,5 % | |||
| Clearstead Trust, LLC | 833.552 $ | +246.330 $ | +41,9 % | 587.222 $ | ||||||||
| LifeWealth Investments, LLC | 392.961 $ | -404.223 $ | -50,7 % | 797.184 $ | +38.515 $ | +5,1 % | ||||||
| HRT FINANCIAL LP | 684.000 $ | -25.000 $ | -3,5 % | 709.000 $ | ||||||||
| Claro Advisors Inc. | 681.673 $ | +1.583 $ | +0,2 % | 680.090 $ | ||||||||
| BlackRock, Inc. | 680.499 $ | |||||||||||
| Atria Investments, Inc | 237.414 $ | -45.533 $ | -16,1 % | 282.947 $ | -330.583 $ | -53,9 % | 613.530 $ | -48.114 $ | -7,3 % | 661.644 $ | +103.090 $ | +18,5 % |
| IBEX WEALTH ADVISORS | 494.297 $ | +46.175 $ | +10,3 % | 448.122 $ | -204.574 $ | -31,3 % | 652.696 $ | |||||
| Edge Financial Advisors LLC | 648.981 $ | |||||||||||
| MGO ONE SEVEN LLC | 648.278 $ | +212.831 $ | +48,9 % | 435.447 $ | +91.644 $ | +26,7 % | 343.803 $ | +59.149 $ | +20,8 % | 284.654 $ | ||
| Key Capital Management, INC | 4.902 $ | +222 $ | +4,7 % | 4.680 $ | -575.789 $ | -99,2 % | 580.469 $ | |||||
| SAGESPRING WEALTH PARTNERS, LLC | 312.272 $ | -263.638 $ | -45,8 % | 575.910 $ | +1.187 $ | +0,2 % | 574.723 $ | |||||
| Kraft, Davis & Associates, LLC | 575.070 $ | +249.706 $ | +76,7 % | 325.364 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 574.470 $ | +8.637 $ | +1,5 % | 565.833 $ | +17.274 $ | +3,1 % | ||||||
| NorthCrest Asset Manangement, LLC | 472.893 $ | -19.839 $ | -4,0 % | 492.732 $ | +154.240 $ | +45,6 % | 338.492 $ | |||||
| Brookwood Investment Group LLC | 473.322 $ | -14.220 $ | -2,9 % | 487.542 $ | ||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 487.496 $ | +226.685 $ | +86,9 % | 260.811 $ | +22.015 $ | +9,2 % | 238.796 $ | +21.268 $ | +9,8 % | 217.528 $ | ||
| HARBOUR INVESTMENTS, INC. | 469.804 $ | +185.837 $ | +65,4 % | 283.967 $ | +187.302 $ | +193,8 % | 96.665 $ | +212 $ | +0,2 % | 96.453 $ | ||
| Savant Capital, LLC | 463.024 $ | +208.285 $ | +81,8 % | 254.739 $ | -3.814 $ | -1,5 % | 258.553 $ | +5.070 $ | +2,0 % | 253.483 $ | ||
| IHT Wealth Management, LLC | 311.890 $ | -61.691 $ | -16,5 % | 373.581 $ | -63.833 $ | -14,6 % | 437.414 $ | +73.067 $ | +20,1 % | 364.347 $ | ||
| Vise Technologies, Inc. | 410.772 $ | +0 $ | +0,0 % | 410.772 $ | +187.423 $ | +83,9 % | 223.349 $ | |||||
| TRUIST FINANCIAL CORP | 355.192 $ | +53.823 $ | +17,9 % | 301.369 $ | +40.578 $ | +15,6 % | ||||||
| Gladstone Institutional Advisory LLC | 351.955 $ | +39.590 $ | +12,7 % | 312.365 $ | -24.767 $ | -7,3 % | 337.132 $ | |||||
| Simplicity Wealth,LLC | 348.383 $ | +7.335 $ | +2,2 % | 341.048 $ | -302.618 $ | -47,0 % | ||||||
| Advisors Preferred, LLC | 335.996 $ | |||||||||||
| Pathstone Holdings, LLC | 332.187 $ | +40.623 $ | +13,9 % | 291.564 $ | -473 $ | -0,2 % | 292.037 $ | |||||
| Fortitude Advisory Group L.L.C. | 319.385 $ | |||||||||||
| SageView Advisory Group, LLC | 21.544 $ | -284.713 $ | -93,0 % | 306.257 $ | +11.834 $ | +4,0 % | ||||||
| Perigon Wealth Management, LLC | 294.300 $ | -1.942 $ | -0,7 % | 296.242 $ | ||||||||
| Quest 10 Wealth Builders, Inc. | 54.880 $ | +2.488 $ | +4,7 % | 52.392 $ | -217.663 $ | -80,6 % | 270.055 $ | -4.508 $ | -1,6 % | 274.563 $ | -12.788 $ | -4,5 % |
| Ausdal Financial Partners, Inc. | 263.743 $ | +43.058 $ | +19,5 % | 220.685 $ | ||||||||
| Fortis Group Advisors, LLC | 239.899 $ | -19.150 $ | -7,4 % | 259.049 $ | +31.909 $ | +14,0 % | ||||||
| REGIONS FINANCIAL CORP | 233.429 $ | -14.481 $ | -5,8 % | 247.910 $ | +247.895 $ | +1.652.633,3 % | 15 $ | -9 $ | -37,5 % | 24 $ | +12 $ | +100,0 % |
| Concurrent Investment Advisors, LLC | 242.114 $ | +15.439 $ | +6,8 % | 226.675 $ | +142 $ | +0,1 % | 226.533 $ | +7.964 $ | +3,6 % | 218.569 $ | +10.468 $ | +5,0 % |
| Tranquility Partners, LLC | 225.653 $ | |||||||||||
| KINTRA WEALTH, LLC | 225.615 $ | |||||||||||
| Aptus Capital Advisors, LLC | 217.693 $ | |||||||||||
| Summit Trail Advisors, LLC | 213.859 $ | +6.529 $ | +3,1 % | |||||||||
| PRIVATE TRUST CO NA | 213.710 $ | +152.461 $ | +248,9 % | 61.249 $ | +8.151 $ | +15,4 % | 53.098 $ | +13.729 $ | +34,9 % | 39.369 $ | ||
| NWF Advisory Services Inc. | 202.024 $ | -816 $ | -0,4 % | 202.840 $ | -1.896 $ | -0,9 % | 204.736 $ | |||||
| MAGNOLIA CAPITAL ADVISORS LLC | 204.736 $ | |||||||||||
| Relyea Zuckerberg Hanson LLC | 204.667 $ | +421 $ | +0,2 % | 204.246 $ | +2.516 $ | +1,2 % | 201.730 $ | |||||
| FIFTH THIRD BANCORP | 203.691 $ | -822 $ | -0,4 % | 204.513 $ | ||||||||
| Kingdom Financial Group LLC. | 160 $ | +10 $ | +6,7 % | 150 $ | -161.773 $ | -99,9 % | 161.923 $ | |||||
| COMERICA BANK | 143.315 $ | +40.995 $ | +40,1 % | 102.320 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 132.881 $ | +55.628 $ | +72,0 % | 77.253 $ | -7.893 $ | -9,3 % | 85.146 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 130.077 $ | |||||||||||
| BARRETT & COMPANY, INC. | 109.500 $ | +25.688 $ | +30,6 % | 83.812 $ | -136 $ | -0,2 % | 83.948 $ | -297 $ | -0,4 % | 84.245 $ | +962 $ | +1,2 % |
| Geneos Wealth Management Inc. | 107.587 $ | +51.906 $ | +93,2 % | 55.681 $ | +113 $ | +0,2 % | 55.568 $ | -1.196 $ | -2,1 % | 56.764 $ | ||
| Capital Analysts, LLC | 100.000 $ | |||||||||||
| Allworth Financial LP | 83.006 $ | +3.763 $ | +4,7 % | 79.243 $ | -1.559 $ | -1,9 % | 80.802 $ | +1.215 $ | +1,5 % | 79.587 $ | +2.430 $ | +3,1 % |
| Ameritas Advisory Services, LLC | 81.693 $ | |||||||||||
| Cornerstone Wealth Partners, LLC | 68.433 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 61.163 $ | |||||||||||
| Farther Finance Advisors, LLC | 46.643 $ | -7.184 $ | -13,3 % | 53.827 $ | +35.708 $ | +197,1 % | 18.119 $ | +1.734 $ | +10,6 % | 16.385 $ | -119.071 $ | -87,9 % |
| MAI Capital Management | 49.732 $ | +11.418 $ | +29,8 % | 38.314 $ | ||||||||
| Key FInancial Inc | 49.346 $ | |||||||||||
| US BANCORP \DE\ | 29.974 $ | +956 $ | +3,3 % | 29.018 $ | -20.249 $ | -41,1 % | 49.267 $ | -39 $ | -0,1 % | 49.306 $ | ||
| Raleigh Capital Management Inc. | 43.795 $ | |||||||||||
| Advisory Services Network, LLC | 26.584 $ | -12.241 $ | -31,5 % | 38.825 $ | ||||||||
| CIBC Private Wealth Group LLC | 37.738 $ | +37.712 $ | +145.046,2 % | |||||||||
| LANARK FINANCIAL, INC. | 37.154 $ | +1.087 $ | +3,0 % | 36.067 $ | +5.607 $ | +18,4 % | 30.460 $ | +15.460 $ | +103,1 % | |||
| XP Advisory US, Inc. | 33.581 $ | |||||||||||
| Glass Jacobson Investment Advisors llc | 10.912 $ | -18.261 $ | -62,6 % | 29.173 $ | +6.856 $ | +30,7 % | 22.317 $ | -58 $ | -0,3 % | 22.375 $ | +15.381 $ | +219,9 % |
| HUNTINGTON NATIONAL BANK | 26.530 $ | |||||||||||
| Global Retirement Partners, LLC | 21.869 $ | +2.675 $ | +13,9 % | 19.194 $ | -1.979 $ | -9,3 % | 21.173 $ | +143 $ | +0,7 % | |||
| IFG Advisory, LLC | 17.314 $ | |||||||||||
| NFSG Corp | 14.977 $ | -294 $ | -1,9 % | 15.271 $ | +229 $ | +1,5 % | 15.042 $ | +460 $ | +3,2 % | |||
| Golden State Wealth Management, LLC | 13.345 $ | -754 $ | -5,3 % | 14.099 $ | +2.945 $ | +26,4 % | 11.154 $ | -444 $ | -3,8 % | 11.598 $ | +6.169 $ | +113,6 % |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 13.000 $ | +1.088 $ | +9,1 % | 11.912 $ | +2.297 $ | +23,9 % | 9.615 $ | |||||
| Networth Advisors, LLC | 1.439 $ | +75 $ | +5,5 % | 1.364 $ | -9.871 $ | -87,9 % | 11.235 $ | |||||
| Lloyd Advisory Services, LLC. | 150 $ | -10.428 $ | -98,6 % | 10.578 $ | ||||||||
| Blue Trust, Inc. | 8.599 $ | |||||||||||
| Pineridge Advisors LLC | 7.921 $ | -1.411 $ | -15,1 % | |||||||||
| Comprehensive Financial Planning, Inc./PA | 5.376 $ | |||||||||||
| SouthState Bank Corp | 2.789 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 2.701 $ | |||||||||||
| Guerra Advisors Inc | 1.934 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 1.901 $ | |||||||||||
| Turning Point Benefit Group, Inc. | 1.777 $ | +38 $ | +2,2 % | 1.739 $ | ||||||||
| Rossby Financial, LCC | 45 $ | -972 $ | -95,6 % | 1.017 $ | -1 $ | -0,1 % | 1.018 $ | +55 $ | +5,7 % | 963 $ | ||
| FMR LLC | 873 $ | +13 $ | +1,5 % | 860 $ | +27 $ | +3,2 % | ||||||
| Sterling Capital Management LLC | 709 $ | +11 $ | +1,6 % | 698 $ | +21 $ | +3,1 % | ||||||
| Harel Insurance Investments & Financial Services Ltd. | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||
| 2.732.742.890 $ | +288.787.244 $ | +63,5 % | 2.437.145.814 $ | +284.577.750 $ | +15.579,6 % | 2.120.883.372 $ | +415.073.244 $ | +91,9 % | 1.647.515.031 $ | +328.388.716 $ | +3.128,4 % | |
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.