| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.844.496.318 $ | +454.462.618 $ | +56,6 % | 1.389.747.732 $ | -208.433.229 $ | +40,3 % | 1.590.407.133 $ | +94.104.100 $ | +159,2 % | 1.497.798.876 $ | +75.891.791 $ | +10,1 % | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 809.024.134 $ | +180.808.732 $ | +28,8 % | 628.215.402 $ | -232.144.907 $ | -27,0 % | 860.360.309 $ | +55.833.385 $ | +6,9 % | 804.526.924 $ | +55.310.053 $ | +7,4 % |
| Blue Trust, Inc. | 411.175.859 $ | +87.370.938 $ | +27,0 % | 323.804.921 $ | +4.594.811 $ | +1,4 % | 319.210.110 $ | +27.979.907 $ | +9,6 % | 291.230.203 $ | +14.906.824 $ | +5,4 % |
| Equitable Holdings, Inc. | 121.490.979 $ | +35.491.131 $ | +41,3 % | 85.999.848 $ | +10.404.460 $ | +13,8 % | 75.595.388 $ | +7.924.748 $ | +11,7 % | 67.670.640 $ | +8.341.706 $ | +14,1 % |
| JPMORGAN CHASE & CO | 65.044.534 $ | +15.254.256 $ | +30,6 % | 49.790.278 $ | +10.400.647 $ | +26,4 % | 39.389.631 $ | -32.671.421 $ | -45,3 % | 72.061.052 $ | +24.443.926 $ | +51,3 % |
| LPL Financial LLC | 71.661.442 $ | +43.521.114 $ | +154,7 % | 28.140.328 $ | +2.742.654 $ | +10,8 % | 25.397.674 $ | +463.280 $ | +1,9 % | 24.934.394 $ | -14.083.117 $ | -36,1 % |
| Shore Point Advisors, LLC | 44.019.435 $ | +9.451.961 $ | +27,3 % | 34.567.474 $ | +616.854 $ | +1,8 % | 33.950.620 $ | +217.691 $ | +0,6 % | 33.732.929 $ | +1.710.909 $ | +5,3 % |
| EP Wealth Advisors, LLC | 33.032.399 $ | +30.469.940 $ | +1.189,1 % | 2.562.459 $ | ||||||||
| Klaas Financial Asset Advisors, LLC | 3.046.393 $ | +413.135 $ | +15,7 % | 2.633.258 $ | -27.202.062 $ | -91,2 % | 29.835.320 $ | +322.387 $ | +1,1 % | 29.512.933 $ | +1.752.318 $ | +6,3 % |
| Nova R Wealth, Inc. | 21.336.130 $ | +4.832.297 $ | +29,3 % | 16.503.833 $ | +5.962.889 $ | +56,6 % | 10.540.944 $ | +323.752 $ | +3,2 % | 10.217.192 $ | +694.999 $ | +7,3 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 20.171.077 $ | +3.941.739 $ | +24,3 % | 16.229.338 $ | +7.166.683 $ | +79,1 % | 9.062.655 $ | +538.273 $ | +6,3 % | 8.524.382 $ | +796.145 $ | +10,3 % |
| ARQ WEALTH ADVISORS, LLC | 16.961.522 $ | +4.133.879 $ | +32,2 % | 12.827.643 $ | +905.890 $ | +7,6 % | 11.921.753 $ | +823.719 $ | +7,4 % | 11.098.034 $ | +1.404.283 $ | +14,5 % |
| Corient Private Wealth LP | 9.343.405 $ | +1.391.274 $ | +17,5 % | 7.952.131 $ | -8.141.217 $ | -50,6 % | 16.093.348 $ | +15.386.638 $ | +2.177,2 % | 706.710 $ | -6.788.617 $ | -90,6 % |
| CABOT WEALTH MANAGEMENT INC | 14.748.174 $ | |||||||||||
| Vident Advisory, LLC | 14.733.930 $ | +3.282.804 $ | +28,7 % | 11.451.126 $ | +779.493 $ | +7,3 % | 10.671.633 $ | -351.165 $ | -3,2 % | 11.022.798 $ | +449.798 $ | +4,3 % |
| CWM, LLC | 12.979.702 $ | +4.406.702 $ | +51,4 % | 8.573.000 $ | +4.269.000 $ | +99,2 % | 4.304.000 $ | +1.389.000 $ | +47,7 % | |||
| West Wealth Group, LLC | 12.079.401 $ | -171.467 $ | -1,4 % | 12.250.868 $ | +5.018.055 $ | +69,4 % | 7.232.813 $ | +566.873 $ | +8,5 % | 6.665.940 $ | +441.683 $ | +7,1 % |
| Cassia Capital Partners, LLC | 11.714.813 $ | +2.105.779 $ | +21,9 % | 9.609.034 $ | +757.297 $ | +8,6 % | 8.851.737 $ | -230.551 $ | -2,5 % | 9.082.288 $ | +470.788 $ | +5,5 % |
| Savant Capital, LLC | 6.778.474 $ | +1.352.628 $ | +24,9 % | 5.425.846 $ | +44.756 $ | +0,8 % | 5.381.090 $ | -168.199 $ | -3,0 % | 5.549.289 $ | +216.368 $ | +4,1 % |
| 5T Wealth, LLC | 6.534.529 $ | +1.336.815 $ | +25,7 % | 5.197.714 $ | +583.342 $ | +12,6 % | 4.614.372 $ | +98.564 $ | +2,2 % | 4.515.808 $ | +493.439 $ | +12,3 % |
| Wealth Enhancement Trust Services, Inc. | 6.213.113 $ | +3.150.465 $ | +102,9 % | 3.062.648 $ | +2.309.659 $ | +306,7 % | 752.989 $ | |||||
| Orion Porfolio Solutions, LLC | 5.554.868 $ | -515.868 $ | -8,5 % | 6.070.736 $ | +1.925.770 $ | +46,5 % | 4.144.966 $ | -488.583 $ | -10,5 % | 4.633.549 $ | +427.822 $ | +10,2 % |
| Kingsview Wealth Management, LLC | 5.790.443 $ | +1.343.041 $ | +30,2 % | 4.447.402 $ | +36.393 $ | +0,8 % | 4.411.009 $ | +297.729 $ | +7,2 % | 4.113.280 $ | ||
| Kathmere Capital Management, LLC | 4.931.811 $ | +839.767 $ | +20,5 % | 4.092.044 $ | -50.795 $ | -1,2 % | 4.142.839 $ | -109.370 $ | -2,6 % | 4.252.209 $ | +223.540 $ | +5,5 % |
| FIFTH THIRD SECURITIES, INC. | 4.891.901 $ | +707.825 $ | +16,9 % | 4.184.076 $ | -203.148 $ | -4,6 % | 4.387.224 $ | +24.469 $ | +0,6 % | 4.362.755 $ | +169.697 $ | +4,0 % |
| BANK OF AMERICA CORP /DE/ | 4.573.563 $ | +730.378 $ | +19,0 % | 3.843.185 $ | +250.930 $ | +7,0 % | 3.592.255 $ | +393.017 $ | +12,3 % | 3.199.238 $ | +1.371.216 $ | +75,0 % |
| KELLY FINANCIAL GROUP LLC | 4.530.747 $ | +867.006 $ | +23,7 % | 3.663.741 $ | +954.370 $ | +35,2 % | 2.709.371 $ | -38.316 $ | -1,4 % | 2.747.687 $ | +26.998 $ | +1,0 % |
| SILVER OAK SECURITIES, INCORPORATED | 4.463.547 $ | +2.917.618 $ | +188,7 % | 1.545.929 $ | ||||||||
| Delos Wealth Advisors, LLC | 4.258.558 $ | +936.454 $ | +28,2 % | 3.322.104 $ | +231.228 $ | +7,5 % | 3.090.876 $ | +64.855 $ | +2,1 % | 3.026.021 $ | +307.904 $ | +11,3 % |
| First Heartland Consultants, Inc. | 988.056 $ | -412.627 $ | -29,5 % | 1.400.683 $ | -2.781.370 $ | -66,5 % | 4.182.053 $ | |||||
| HighTower Advisors, LLC | 2.927.636 $ | +446.533 $ | +18,0 % | 2.481.103 $ | -1.473.262 $ | -37,3 % | 3.954.365 $ | -170.658 $ | -4,1 % | 4.125.023 $ | +316.064 $ | +8,3 % |
| TWO SIGMA INVESTMENTS, LP | 4.116.260 $ | +3.319.064 $ | +416,3 % | |||||||||
| 3Chopt Investment Partners, LLC | 4.107.122 $ | +842.955 $ | +25,8 % | 3.264.167 $ | -11.054 $ | -0,3 % | 3.275.221 $ | +11.880 $ | +0,4 % | 3.263.341 $ | +173.628 $ | +5,6 % |
| Systelligence, LLC | 4.066.427 $ | -5.516.705 $ | -57,6 % | |||||||||
| Skyline Advisors, Inc. | 3.975.298 $ | +1.026.373 $ | +34,8 % | 2.948.925 $ | ||||||||
| Fifth Third Wealth Advisors LLC | 3.777.845 $ | |||||||||||
| INTRUST BANK NA | 3.760.409 $ | +647.976 $ | +20,8 % | 3.112.433 $ | -284.094 $ | -8,4 % | 3.396.527 $ | -54.700 $ | -1,6 % | 3.451.227 $ | +36.722 $ | +1,1 % |
| Vise Technologies, Inc. | 3.636.328 $ | +0 $ | +0,0 % | 3.636.328 $ | +2.385.491 $ | +190,7 % | 1.250.837 $ | -3.648.971 $ | -74,5 % | |||
| Cetera Investment Advisers | 3.548.991 $ | +697.709 $ | +24,5 % | 2.851.282 $ | +120.034 $ | +4,4 % | 2.731.248 $ | +92.681 $ | +3,5 % | 2.638.567 $ | +115.249 $ | +4,6 % |
| Strategic Financial Services, Inc. | 3.300.029 $ | -162.923 $ | -4,7 % | 3.462.952 $ | +40.447 $ | +1,2 % | 3.422.505 $ | +40.015 $ | +1,2 % | |||
| Centennial Bank/AR/ | 3.323.539 $ | +703.525 $ | +26,9 % | 2.620.014 $ | +137.105 $ | +5,5 % | 2.482.909 $ | -577.878 $ | -18,9 % | 3.060.787 $ | +226.562 $ | +8,0 % |
| ROYAL BANK OF CANADA | 3.227.000 $ | +875.000 $ | +37,2 % | 2.352.000 $ | -772.000 $ | -24,7 % | 3.124.000 $ | +722.000 $ | +30,1 % | 2.402.000 $ | -2.048.000 $ | -46,0 % |
| Atria Investments, Inc | 2.828.498 $ | +648.886 $ | +29,8 % | 2.179.612 $ | ||||||||
| RAYMOND JAMES FINANCIAL INC | 2.815.233 $ | +646.413 $ | +29,8 % | 2.168.820 $ | +335.896 $ | +18,3 % | 1.832.924 $ | +551.961 $ | +43,1 % | 1.280.963 $ | +394.592 $ | +44,5 % |
| NorthCrest Asset Manangement, LLC | 2.707.179 $ | +520.895 $ | +23,8 % | 2.186.284 $ | -183 $ | -0,0 % | 2.186.467 $ | +166.345 $ | +8,2 % | 2.020.122 $ | +262.135 $ | +14,9 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.779.106 $ | -906.791 $ | -33,8 % | 2.685.897 $ | +1.367.263 $ | +103,7 % | 1.318.634 $ | +868.025 $ | +192,6 % | |||
| AQR CAPITAL MANAGEMENT LLC | 2.589.373 $ | +793.960 $ | +44,2 % | 1.795.413 $ | +439.140 $ | +32,4 % | 1.356.273 $ | +718.450 $ | +112,6 % | 637.823 $ | +184.631 $ | +40,7 % |
| Elevation Capital Advisory, LLC | 837.680 $ | -1.674.249 $ | -66,7 % | 2.511.929 $ | ||||||||
| Quantinno Capital Management LP | 2.502.952 $ | +1.371.473 $ | +121,2 % | 1.131.479 $ | -176.319 $ | -13,5 % | 1.307.798 $ | +258.292 $ | +24,6 % | 1.049.506 $ | ||
| Crossmark Global Holdings, Inc. | 2.434.875 $ | +131.266 $ | +5,7 % | |||||||||
| WIN ADVISORS, INC | 2.384.204 $ | |||||||||||
| Belpointe Asset Management LLC | 2.293.409 $ | +779.472 $ | +51,5 % | 1.513.937 $ | +148.279 $ | +10,9 % | 1.365.658 $ | +268.892 $ | +24,5 % | 1.096.766 $ | +336.794 $ | +44,3 % |
| CFS Investment Advisory Services, LLC | 2.226.248 $ | -16.029 $ | -0,7 % | 2.242.277 $ | +329.511 $ | +17,2 % | 1.912.766 $ | +532.879 $ | +38,6 % | 1.379.887 $ | +80.887 $ | +6,2 % |
| Hershey Financial Advisers, LLC | 2.009.506 $ | -160.946 $ | -7,4 % | 2.170.452 $ | +1.673.268 $ | +336,5 % | 497.184 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 2.144.160 $ | +1.198.910 $ | +126,8 % | 945.250 $ | -27.500 $ | -2,8 % | 972.750 $ | +393.750 $ | +68,0 % | 579.000 $ | +10.000 $ | +1,8 % |
| Wealthfront Advisers LLC | 2.135.816 $ | +702.500 $ | +49,0 % | 1.433.316 $ | +212.204 $ | +17,4 % | 1.221.112 $ | -85.677 $ | -6,6 % | 1.306.789 $ | +62.970 $ | +5,1 % |
| Professional Financial Advisors, LLC | 1.991.433 $ | +325.196 $ | +19,5 % | 1.666.237 $ | +236.573 $ | +16,5 % | 1.429.664 $ | +45.107 $ | +3,3 % | 1.384.557 $ | -40.006 $ | -2,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 1.918.169 $ | +642.614 $ | +50,4 % | 1.275.555 $ | -342.943 $ | -21,2 % | 1.618.498 $ | +504.117 $ | +45,2 % | 1.114.381 $ | +186.628 $ | +20,1 % |
| Composition Wealth, LLC | 1.870.805 $ | +339.752 $ | +22,2 % | 1.531.053 $ | -18.542 $ | -1,2 % | 1.549.595 $ | -86.116 $ | -5,3 % | 1.635.711 $ | ||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.832.263 $ | +276.419 $ | +17,8 % | 1.555.844 $ | -145.521 $ | -8,6 % | 1.701.365 $ | -42.990 $ | -2,5 % | 1.744.355 $ | +89.338 $ | +5,4 % |
| J HAGAN CAPITAL, INC. | 1.767.056 $ | +362.446 $ | +25,8 % | 1.404.610 $ | +302.761 $ | +27,5 % | 1.101.849 $ | |||||
| Palumbo Wealth Management LLC | 1.712.704 $ | +357.767 $ | +26,4 % | 1.354.937 $ | -4.588 $ | -0,3 % | 1.359.525 $ | +377.238 $ | +38,4 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.697.749 $ | +497.127 $ | +41,4 % | 1.200.622 $ | +33.008 $ | +2,8 % | 1.167.614 $ | -36.507 $ | -3,0 % | 1.204.121 $ | +5.755 $ | +0,5 % |
| MORGAN STANLEY | 440.477 $ | +48.714 $ | +12,4 % | 391.763 $ | -1.270.824 $ | -76,4 % | 1.662.587 $ | +1.177.398 $ | +242,7 % | 485.189 $ | +88.639 $ | +22,4 % |
| IFG Advisory, LLC | 1.470.197 $ | +37.357 $ | +2,6 % | 1.432.840 $ | +114.421 $ | +8,7 % | ||||||
| Contango Wealth Management LLC | 1.356.178 $ | |||||||||||
| 17 CAPITAL PARTNERS, LLC | 1.339.073 $ | +380.450 $ | +39,7 % | 958.623 $ | +58.361 $ | +6,5 % | 900.262 $ | +47.403 $ | +5,6 % | 852.859 $ | +123.489 $ | +16,9 % |
| Advisory Services Network, LLC | 1.244.260 $ | +250.279 $ | +25,2 % | 993.981 $ | +25.389 $ | +2,6 % | 968.592 $ | -23.496 $ | -2,4 % | 992.088 $ | +13.088 $ | +1,3 % |
| MN Wealth Advisors, LLC | 1.215.321 $ | +234.279 $ | +23,9 % | 981.042 $ | +11.389 $ | +1,2 % | 969.653 $ | +3.382 $ | +0,4 % | 966.271 $ | +18.110 $ | +1,9 % |
| OSAIC HOLDINGS, INC. | 1.203.535 $ | +169.962 $ | +16,4 % | 1.033.573 $ | +93.349 $ | +9,9 % | 940.224 $ | -31.932 $ | -3,3 % | 972.156 $ | +115.522 $ | +13,5 % |
| Integrated Wealth Concepts LLC | 1.140.861 $ | +192.217 $ | +20,3 % | 948.644 $ | -144.147 $ | -13,2 % | 1.092.791 $ | -11.365.889 $ | -91,2 % | |||
| TSA Wealth Managment LLC | 1.086.538 $ | -24.565 $ | -2,2 % | 1.111.103 $ | -3.490 $ | -0,3 % | 1.114.593 $ | +3.499 $ | +0,3 % | 1.111.094 $ | +50.630 $ | +4,8 % |
| AE Wealth Management LLC | 1.101.358 $ | +243.453 $ | +28,4 % | 857.905 $ | +831.667 $ | +3.169,7 % | 26.238 $ | +18.022 $ | +219,4 % | 8.216 $ | +437 $ | +5,6 % |
| Cambridge Investment Research Advisors, Inc. | 1.072.000 $ | +190.000 $ | +21,5 % | 882.000 $ | +71.000 $ | +8,8 % | 811.000 $ | +190.000 $ | +30,6 % | 621.000 $ | +253.000 $ | +68,8 % |
| Gallacher Capital Management LLC | 925.911 $ | +63.188 $ | +7,3 % | 862.723 $ | -208.374 $ | -19,5 % | 1.071.097 $ | +13.787 $ | +1,3 % | 1.057.310 $ | -31.613 $ | -2,9 % |
| Private Advisor Group, LLC | 1.028.768 $ | +281.573 $ | +37,7 % | 747.195 $ | -21.566 $ | -2,8 % | 768.761 $ | -16.796 $ | -2,1 % | 785.557 $ | +428.467 $ | +120,0 % |
| Triumph Capital Management | 921.601 $ | +575.345 $ | +166,2 % | 346.256 $ | +106.232 $ | +44,3 % | 240.024 $ | -41.908 $ | -14,9 % | 281.932 $ | +64.375 $ | +29,6 % |
| Linscomb Wealth, Inc. | 861.865 $ | +357.898 $ | +71,0 % | 503.967 $ | ||||||||
| KICKSTAND VENTURES, LLC. | 854.258 $ | +130.910 $ | +18,1 % | 723.348 $ | +7.364 $ | +1,0 % | 715.984 $ | +33.832 $ | +5,0 % | 682.152 $ | +34.109 $ | +5,3 % |
| Zhang Financial LLC | 309.023 $ | -529.449 $ | -63,1 % | 838.472 $ | ||||||||
| GTS SECURITIES LLC | 817.596 $ | +185.668 $ | +29,4 % | 631.928 $ | -36.849 $ | -5,5 % | 668.777 $ | +303.674 $ | +83,2 % | |||
| Stonebridge Financial Group, LLC/CA | 797.000 $ | |||||||||||
| NewEdge Advisors, LLC | 764.529 $ | +321.482 $ | +72,6 % | 443.047 $ | +7.944 $ | +1,8 % | 435.103 $ | +401.627 $ | +1.199,7 % | 33.476 $ | +1.781 $ | +5,6 % |
| One Wealth Advisors, LLC | 728.119 $ | +61.145 $ | +9,2 % | 666.974 $ | -17.320 $ | -2,5 % | 684.294 $ | +143.313 $ | +26,5 % | 540.981 $ | +8.917 $ | +1,7 % |
| Patten Group, Inc. | 712.309 $ | +146.196 $ | +25,8 % | 566.113 $ | +34.475 $ | +6,5 % | 531.638 $ | -23.400 $ | -4,2 % | 555.038 $ | +17.316 $ | +3,2 % |
| Able Wealth Management LLC | 429.825 $ | -60.310 $ | -12,3 % | 490.135 $ | +16.980 $ | +3,6 % | 473.155 $ | -228.492 $ | -32,6 % | 701.647 $ | -312.906 $ | -30,8 % |
| Asempa Wealth Advisors | 694.533 $ | +143.847 $ | +26,1 % | 550.686 $ | +35.268 $ | +6,8 % | 515.418 $ | |||||
| SYNOVUS FINANCIAL CORP | 677.658 $ | +68.077 $ | +11,2 % | |||||||||
| JANE STREET GROUP, LLC | 671.716 $ | +172.029 $ | +34,4 % | 499.687 $ | ||||||||
| Pinnacle Financial Partners, Inc. | 666.504 $ | |||||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 662.315 $ | +71.547 $ | +12,1 % | 590.768 $ | +52.656 $ | +9,8 % | 538.112 $ | +8.945 $ | +1,7 % | 529.167 $ | +17.033 $ | +3,3 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 660.830 $ | +135.742 $ | +25,9 % | 525.088 $ | -32.133 $ | -5,8 % | 557.221 $ | +181.094 $ | +48,1 % | 376.127 $ | -12.317 $ | -3,2 % |
| Prospera Financial Services Inc | 634.615 $ | +94.183 $ | +17,4 % | 540.432 $ | +40.293 $ | +8,1 % | 500.139 $ | +29.757 $ | +6,3 % | 470.382 $ | +133.962 $ | +39,8 % |
| Brookwood Investment Group LLC | 633.002 $ | +27.359 $ | +4,5 % | 605.643 $ | +26.913 $ | +4,7 % | 578.730 $ | +38.360 $ | +7,1 % | 540.370 $ | +42.444 $ | +8,5 % |
| Cerity Partners LLC | 622.405 $ | +127.744 $ | +25,8 % | 494.661 $ | ||||||||
| DAYMARK WEALTH PARTNERS, LLC | 603.177 $ | +123.798 $ | +25,8 % | 479.379 $ | -1.624 $ | -0,3 % | 481.003 $ | -2.058 $ | -0,4 % | 483.061 $ | +25.702 $ | +5,6 % |
| CENTAURUS FINANCIAL, INC. | 602.000 $ | +18.000 $ | +3,1 % | 584.000 $ | +47.000 $ | +8,8 % | ||||||
| Brightwater Advisory LLC | 599.075 $ | +122.956 $ | +25,8 % | 476.119 $ | -3.112 $ | -0,6 % | 479.231 $ | -34.589 $ | -6,7 % | 513.820 $ | +20.459 $ | +4,1 % |
| Mayflower Financial Advisors, LLC | 574.462 $ | -14.065 $ | -2,4 % | 588.527 $ | -2.197 $ | -0,4 % | 590.724 $ | +17.692 $ | +3,1 % | 573.032 $ | +26.567 $ | +4,9 % |
| Farther Finance Advisors, LLC | 553.689 $ | +438.707 $ | +381,5 % | 114.982 $ | +1.103 $ | +1,0 % | 113.879 $ | +413 $ | +0,4 % | 113.466 $ | +6.037 $ | +5,6 % |
| Midwest Trust Co | 537.202 $ | +110.257 $ | +25,8 % | 426.945 $ | ||||||||
| Sanctuary Advisors, LLC | 516.606 $ | +190.386 $ | +58,4 % | 326.220 $ | +71.952 $ | +28,3 % | 254.268 $ | |||||
| Creative Planning | 502.596 $ | +118.572 $ | +30,9 % | 384.024 $ | +676 $ | +0,2 % | 383.348 $ | -20.542 $ | -5,1 % | 403.890 $ | +115.114 $ | +39,9 % |
| Concurrent Investment Advisors, LLC | 490.882 $ | +197.468 $ | +67,3 % | 293.414 $ | ||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 489.000 $ | +213.000 $ | +77,2 % | 276.000 $ | +76.000 $ | +38,0 % | 200.000 $ | |||||
| Castleview Partners, LLC | 442.170 $ | +105.287 $ | +31,3 % | 336.883 $ | +10.785 $ | +3,3 % | 326.098 $ | +18.770 $ | +6,1 % | 307.328 $ | -47.038 $ | -13,3 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 430.206 $ | +88.272 $ | +25,8 % | 341.934 $ | -24.261 $ | -6,6 % | 366.195 $ | +1.265 $ | +0,3 % | 364.930 $ | +14.852 $ | +4,2 % |
| Janney Montgomery Scott LLC | 430.000 $ | +111.000 $ | +34,8 % | 319.000 $ | -33.000 $ | -9,4 % | 352.000 $ | -18.000 $ | -4,9 % | 370.000 $ | +21.000 $ | +6,0 % |
| TBH Global Asset Management, LLC | 428.155 $ | +125.164 $ | +41,3 % | 302.991 $ | +42.041 $ | +16,1 % | 260.950 $ | |||||
| Cypress Wealth Services, LLC | 425.591 $ | +8.698 $ | +2,1 % | 416.893 $ | -2.093 $ | -0,5 % | 418.986 $ | +1.520 $ | +0,4 % | 417.466 $ | +22.018 $ | +5,6 % |
| MARSHALL WACE, LLP | 416.281 $ | |||||||||||
| Vestmark Advisory Solutions, Inc. | 415.690 $ | |||||||||||
| Mariner, LLC | 386.004 $ | +77.991 $ | +25,3 % | 308.013 $ | -99.149 $ | -24,4 % | 407.162 $ | |||||
| AXXCESS WEALTH MANAGEMENT, LLC | 391.133 $ | +80.282 $ | +25,8 % | 310.851 $ | -1.047 $ | -0,3 % | 311.898 $ | +1.138 $ | +0,4 % | 310.760 $ | ||
| Ameritas Advisory Services, LLC | 376.759 $ | +199.530 $ | +112,6 % | |||||||||
| FMR LLC | 372.874 $ | +48.384 $ | +14,9 % | 324.490 $ | +98.373 $ | +43,5 % | 226.117 $ | -60.296 $ | -21,1 % | 286.413 $ | +89.403 $ | +45,4 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 366.223 $ | +157.387 $ | +75,4 % | 208.836 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 352.776 $ | |||||||||||
| MGO ONE SEVEN LLC | 334.348 $ | +38.627 $ | +13,1 % | 295.721 $ | +55.044 $ | +22,9 % | 240.677 $ | +4.642 $ | +2,0 % | 236.035 $ | +12.206 $ | +5,5 % |
| Burk Holdings LLC | 322.184 $ | +66.126 $ | +25,8 % | 256.058 $ | -868 $ | -0,3 % | 256.926 $ | +932 $ | +0,4 % | 255.994 $ | ||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 320.475 $ | +121.605 $ | +61,1 % | 198.870 $ | +75.927 $ | +61,8 % | 122.943 $ | +9.274 $ | +8,2 % | 113.669 $ | +6.048 $ | +5,6 % |
| CITADEL ADVISORS LLC | 212.492 $ | -87.095 $ | -29,1 % | 299.587 $ | ||||||||
| AWM CAPITAL, LLC | 296.919 $ | +61.369 $ | +26,1 % | 235.550 $ | -370 $ | -0,2 % | 235.920 $ | +1.434 $ | +0,6 % | 234.486 $ | +13.017 $ | +5,9 % |
| Retireful, LLC | 289.334 $ | -175.354 $ | -37,7 % | |||||||||
| MML INVESTORS SERVICES, LLC | 283.451 $ | |||||||||||
| Ascent Group, LLC | 281.847 $ | +24.906 $ | +9,7 % | 256.941 $ | +51.333 $ | +25,0 % | 205.608 $ | |||||
| Detalus Advisors, LLC | 275.010 $ | +22.619 $ | +9,0 % | 252.391 $ | -16.529 $ | -6,1 % | 268.920 $ | +17.815 $ | +7,1 % | 251.105 $ | -2.069 $ | -0,8 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 274.804 $ | +52.468 $ | +23,6 % | 222.336 $ | ||||||||
| Stratos Wealth Partners, LTD. | 274.156 $ | |||||||||||
| Kestra Advisory Services, LLC | 265.213 $ | +212.158 $ | +399,9 % | 53.055 $ | ||||||||
| Summit Trail Advisors, LLC | 262.191 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 255.000 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 241.116 $ | +25.217 $ | +11,7 % | 215.899 $ | ||||||||
| Vertex Planning Partners, LLC | 231.642 $ | |||||||||||
| Independent Wealth Network Inc. | 229.920 $ | |||||||||||
| Cresset Asset Management, LLC | 218.219 $ | |||||||||||
| Summit Financial, LLC | 213.793 $ | |||||||||||
| Savvy Advisors, Inc. | 211.226 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 209.975 $ | +6.079 $ | +3,0 % | 203.896 $ | -2.190 $ | -1,1 % | 206.086 $ | |||||
| WELLS FARGO & COMPANY/MN | 207.306 $ | +188.550 $ | +1.005,3 % | 18.756 $ | -94.666 $ | -83,5 % | 113.422 $ | +2.590 $ | +2,3 % | 110.832 $ | +90.630 $ | +448,6 % |
| GOLDMAN SACHS GROUP INC | 205.866 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 205.711 $ | |||||||||||
| MONEYWISE, INC. | 202.810 $ | |||||||||||
| BlackRock, Inc. | 123.829 $ | -49.187 $ | -28,4 % | 173.016 $ | +9.205 $ | +5,6 % | ||||||
| Acropolis Investment Management, LLC | 166.818 $ | +31.453 $ | +23,2 % | 135.365 $ | ||||||||
| Rossby Financial, LCC | 163.485 $ | +76.234 $ | +87,4 % | 87.251 $ | +837 $ | +1,0 % | 86.414 $ | +317 $ | +0,4 % | 86.097 $ | +4.577 $ | +5,6 % |
| Smartleaf Asset Management LLC | 141.344 $ | +31.280 $ | +28,4 % | 110.064 $ | +62.819 $ | +133,0 % | 47.245 $ | +670 $ | +1,4 % | 46.575 $ | +2.869 $ | +6,6 % |
| FIFTH THIRD BANCORP | 96.143 $ | -34.943 $ | -26,7 % | 131.086 $ | +76.225 $ | +138,9 % | 54.861 $ | +199 $ | +0,4 % | 54.662 $ | ||
| NATIONAL BANK OF CANADA /FI/ | 123.844 $ | +25.360 $ | +25,8 % | 98.484 $ | -319 $ | -0,3 % | 98.803 $ | +435 $ | +0,4 % | 98.368 $ | ||
| Gleason Group, Inc. | 109.914 $ | |||||||||||
| COMERICA BANK | 101.339 $ | +368 $ | +0,4 % | 100.971 $ | -6.458 $ | -6,0 % | ||||||
| Root Financial Partners, LLC | 86.530 $ | -293 $ | -0,3 % | 86.823 $ | +315 $ | +0,4 % | 86.508 $ | |||||
| Global Retirement Partners, LLC | 86.471 $ | +65.674 $ | +315,8 % | 20.797 $ | +4 $ | +0,0 % | 20.793 $ | +7.551 $ | +57,0 % | |||
| Larson Financial Group LLC | 85.803 $ | +12.235 $ | +16,6 % | 73.568 $ | -1.751 $ | -2,3 % | 75.319 $ | -764 $ | -1,0 % | 76.083 $ | -441.896 $ | -85,3 % |
| HHM Wealth Advisors, LLC | 74.157 $ | +15.226 $ | +25,8 % | 58.931 $ | -193 $ | -0,3 % | 59.124 $ | +359 $ | +0,6 % | 58.765 $ | +3.262 $ | +5,9 % |
| IFP Advisors, Inc | 66.317 $ | +13.271 $ | +25,0 % | 53.046 $ | +28.239 $ | +113,8 % | 24.807 $ | +973 $ | +4,1 % | 23.834 $ | +3.648 $ | +18,1 % |
| Lloyd Advisory Services, LLC. | 65.651 $ | +53.472 $ | +439,1 % | 12.179 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 15.789 $ | -476 $ | -2,9 % | 16.265 $ | -23.378 $ | -59,0 % | 39.643 $ | -21.624 $ | -35,3 % | 61.267 $ | +3.350 $ | +5,8 % |
| HAZLETT, BURT & WATSON, INC. | 56.000 $ | +12.000 $ | +27,3 % | 44.000 $ | +0 $ | +0,0 % | 44.000 $ | +0 $ | +0,0 % | 44.000 $ | ||
| Ashton Thomas Private Wealth, LLC | 55.805 $ | +11.453 $ | +25,8 % | 44.352 $ | ||||||||
| Abich Financial Wealth Management LLC | 51.267 $ | |||||||||||
| Arax Advisory Partners | 50.422 $ | |||||||||||
| Federation des caisses Desjardins du Quebec | 46.933 $ | +8.093 $ | +20,8 % | 38.840 $ | ||||||||
| Silver Grove Financial Group, Inc. | 46.490 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 45.439 $ | -154 $ | -0,3 % | 45.593 $ | +166 $ | +0,4 % | 45.427 $ | +2.416 $ | +5,6 % | |||
| Arlington Trust Co LLC | 42.730 $ | +8.770 $ | +25,8 % | 33.960 $ | -115 $ | -0,3 % | 34.075 $ | +123 $ | +0,4 % | 33.952 $ | -23.652 $ | -41,1 % |
| Global Trust Asset Management, LLC | 34.953 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 22.476 $ | -9.243 $ | -29,1 % | 31.719 $ | +6.026 $ | +23,5 % | 25.693 $ | +94 $ | +0,4 % | 25.599 $ | +1.297 $ | +5,3 % |
| UBS Group AG | 31.535 $ | |||||||||||
| Allworth Financial LP | 15.383 $ | -8.525 $ | -35,7 % | 23.908 $ | -81 $ | -0,3 % | 23.989 $ | +6.537 $ | +37,5 % | 17.452 $ | +929 $ | +5,6 % |
| Ascentis Independent Advisors | 22.481 $ | |||||||||||
| ASSETMARK, INC | 21.194 $ | +12.568 $ | +145,7 % | 8.626 $ | -29 $ | -0,3 % | 8.655 $ | +8.587 $ | +12.627,9 % | 68 $ | +4 $ | +6,3 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 17.252 $ | +9.155 $ | +113,1 % | |||||||||
| Family Capital Trust Co | 15.724 $ | +3.228 $ | +25,8 % | 12.496 $ | +4.318 $ | +52,8 % | 8.178 $ | |||||
| Kingdom Financial Group LLC. | 14.412 $ | +2.233 $ | +18,3 % | 12.179 $ | ||||||||
| MAI Capital Management | 14.313 $ | +87 $ | +0,6 % | 14.226 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.077 $ | +2.497 $ | +26,1 % | 9.580 $ | -16 $ | -0,2 % | 9.596 $ | +59 $ | +0,6 % | 9.537 $ | -13.434 $ | -58,5 % |
| FWL INVESTMENT MANAGEMENT, LLC | 9.153 $ | +1.879 $ | +25,8 % | 7.274 $ | -25 $ | -0,3 % | 7.299 $ | +27 $ | +0,4 % | 7.272 $ | +387 $ | +5,6 % |
| Rockefeller Capital Management L.P. | 9.086 $ | |||||||||||
| Bare Financial Services, Inc | 8.382 $ | +30 $ | +0,4 % | 8.352 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 7.692 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 7.224 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 7.000 $ | |||||||||||
| Key FInancial Inc | 5.555 $ | |||||||||||
| Optiver Holding B.V. | 4.481 $ | |||||||||||
| VANGUARD ADVISERS INC | 3.418 $ | +701 $ | +25,8 % | 2.717 $ | ||||||||
| LGT Financial Advisors LLC | 3.259 $ | +173 $ | +5,6 % | |||||||||
| ATWOOD & PALMER INC | 3.204 $ | |||||||||||
| Spire Wealth Management | 1.624 $ | -210 $ | -11,5 % | 1.834 $ | -6 $ | -0,3 % | 1.840 $ | +7 $ | +0,4 % | 1.833 $ | -31 $ | -1,7 % |
| Goodman Advisory Group, LLC | 1.019 $ | |||||||||||
| Golden State Wealth Management, LLC | 684 $ | |||||||||||
| CVA Family Office, LLC | 407 $ | |||||||||||
| 1.844.496.318 $ | +454.462.618 $ | +56,6 % | 1.389.747.732 $ | -208.433.229 $ | +40,3 % | 1.590.407.133 $ | +94.104.100 $ | +159,2 % | 1.497.798.876 $ | +75.891.791 $ | +10,1 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen 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 SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.