| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 109.495.314 $ | +844.354 $ | +0,4 % | 154.011.493 $ | +20.749.055 $ | +10,9 % | 130.098.922 $ | -7.587.951 $ | +11.473,2 % | 130.159.173 $ | -7.562.645 $ | -8,0 % |
| Brookstone Capital Management | 82.177.286 $ | +2.391.913 $ | +3,0 % | 79.785.373 $ | +11.685.802 $ | +17,2 % | 68.099.571 $ | +1.014.827 $ | +1,5 % | 67.084.744 $ | +4.700.231 $ | +7,5 % |
| Cetera Investment Advisers | 19.285.098 $ | +2.462.166 $ | +14,6 % | 16.822.932 $ | -492.104 $ | -2,8 % | 17.315.036 $ | +997.780 $ | +6,1 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 7.380.252 $ | -608.814 $ | -7,6 % | 7.989.066 $ | +1.028.249 $ | +14,8 % | 6.960.817 $ | -5.905.745 $ | -45,9 % | 12.866.562 $ | -11.352.262 $ | -46,9 % |
| CreativeOne Wealth, LLC | 8.785.469 $ | +338.886 $ | +4,0 % | 8.446.583 $ | -919.088 $ | -9,8 % | 9.365.671 $ | -2.174.882 $ | -18,8 % | |||
| Uniting Wealth Partners, LLC | 8.231.598 $ | +279.334 $ | +3,5 % | 7.952.264 $ | +944.799 $ | +13,5 % | 7.007.465 $ | |||||
| ENVESTNET ASSET MANAGEMENT INC | 7.277.250 $ | +669.041 $ | +10,1 % | 6.608.209 $ | -368.684 $ | -5,3 % | 6.976.893 $ | -217.650 $ | -3,0 % | |||
| Sigma Planning Corp | 5.298.663 $ | -1.474.976 $ | -21,8 % | 6.773.639 $ | +719.387 $ | +11,9 % | 6.054.252 $ | +236.690 $ | +4,1 % | 5.817.562 $ | +199.887 $ | +3,6 % |
| Forefront Wealth Partners, LLC | 4.661.219 $ | +2.419.447 $ | +107,9 % | 2.241.772 $ | +418.665 $ | +23,0 % | 1.823.107 $ | +400.952 $ | +28,2 % | |||
| HighTower Advisors, LLC | 2.537.030 $ | +232.304 $ | +10,1 % | 2.304.726 $ | +238.178 $ | +11,5 % | 2.066.548 $ | -243.143 $ | -10,5 % | 2.309.691 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.615.907 $ | +390.335 $ | +31,8 % | 1.225.572 $ | +358.011 $ | +41,3 % | 867.561 $ | -1.515.069 $ | -63,6 % | 2.382.630 $ | +27.423 $ | +1,2 % |
| Palumbo Wealth Management LLC | 1.954.795 $ | +190.050 $ | +10,8 % | 1.764.745 $ | -99.400 $ | -5,3 % | 1.864.145 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 562.000 $ | -544.000 $ | -49,2 % | 1.106.000 $ | ||||||||
| Coppell Advisory Solutions LLC | 1.027.898 $ | |||||||||||
| Mutual Advisors, LLC | 884.837 $ | +71.727 $ | +8,8 % | 813.110 $ | -34.395 $ | -4,1 % | 847.505 $ | -6.235 $ | -0,7 % | |||
| GTS SECURITIES LLC | 235.718 $ | -604.929 $ | -72,0 % | 840.647 $ | +221.368 $ | +35,7 % | 619.279 $ | -121.869 $ | -16,4 % | |||
| Reyes Financial Architecture, Inc. | 723.318 $ | +175.497 $ | +32,0 % | 547.821 $ | ||||||||
| OLD MISSION CAPITAL LLC | 687.382 $ | +234.091 $ | +51,6 % | 453.291 $ | +38.763 $ | +9,4 % | ||||||
| Indiana Trust & Investment Management Co | 439.600 $ | +10.710 $ | +2,5 % | 428.890 $ | +45.891 $ | +12,0 % | 382.999 $ | -16.201 $ | -4,1 % | 399.200 $ | +1.494 $ | +0,4 % |
| AlphaCore Capital LLC | 375.858 $ | -7.999 $ | -2,1 % | 383.857 $ | +41.073 $ | +12,0 % | 342.784 $ | -14.500 $ | -4,1 % | 357.284 $ | +1.337 $ | +0,4 % |
| BANK OF AMERICA CORP /DE/ | 365.157 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 219.322 $ | |||||||||||
| JANE STREET GROUP, LLC | 214.917 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 148.087 $ | |||||||||||
| Kestra Advisory Services, LLC | 111.098 $ | |||||||||||
| MORGAN STANLEY | 55 $ | -93.783 $ | -99,9 % | 93.838 $ | +93.795 $ | +218.127,9 % | 43 $ | |||||
| Plante Moran Financial Advisors, LLC | 69.549 $ | |||||||||||
| AE Wealth Management LLC | 49.068 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 10.165 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 7.737 $ | -327 $ | -4,1 % | 8.064 $ | ||||||||
| UBS Group AG | 4.616 $ | +23 $ | +0,5 % | 4.593 $ | +850 $ | +22,7 % | 3.743 $ | -3.363 $ | -47,3 % | 7.106 $ | -18.308 $ | -72,0 % |
| EXCHANGE TRADED CONCEPTS, LLC | 2.355 $ | -548 $ | -18,9 % | |||||||||
| CoreCap Advisors, LLC | 1.099 $ | +27 $ | +2,5 % | 1.072 $ | +114 $ | +11,9 % | 958 $ | -40 $ | -4,0 % | 998 $ | +4 $ | +0,4 % |
| CIBC Private Wealth Group LLC | 200 $ | +1 $ | +0,5 % | |||||||||
| IFP Advisors, Inc | 43 $ | +5 $ | +13,2 % | 38 $ | ||||||||
| Gesamt | 109.495.314 $ | +844.354 $ | +0,4 % | 154.011.493 $ | +20.749.055 $ | +10,9 % | 130.098.922 $ | -7.587.951 $ | +11.473,2 % | 130.159.173 $ | -7.562.645 $ | -8,0 % |