| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 595.535.173 $ | +90.825.044 $ | +23,7 % | 933.090.752 $ | +220.423.052 $ | +14.961,0 % | 548.531.307 $ | +105.925.825 $ | +4.278,9 % | 328.804.219 $ | +67.558.685 $ | +110,4 % |
| COHEN & STEERS, INC. | 75.988.000 $ | -12.150.000 $ | -13,8 % | 88.138.000 $ | +211.000 $ | +0,2 % | 87.927.000 $ | +29.935.000 $ | +51,6 % | |||
| Capital Investment Advisors, LLC | 83.860.375 $ | +284.137 $ | +0,3 % | 83.576.238 $ | ||||||||
| RFG Advisory, LLC | 53.218.503 $ | +21.590.291 $ | +68,3 % | 31.628.212 $ | +16.190.107 $ | +104,9 % | 15.438.105 $ | +4.040.702 $ | +35,5 % | 11.397.403 $ | +3.356.098 $ | +41,7 % |
| BANK OF AMERICA CORP /DE/ | 36.344.455 $ | +26.225.394 $ | +259,2 % | 10.119.061 $ | +10.096.425 $ | +44.603,4 % | 22.636 $ | |||||
| HighTower Advisors, LLC | 35.939.106 $ | +21.412.494 $ | +147,4 % | 14.526.612 $ | +2.970.713 $ | +25,7 % | 11.555.899 $ | +4.019.848 $ | +53,3 % | 7.536.051 $ | +2.006.936 $ | +36,3 % |
| Townsend & Associates, Inc | 33.866.731 $ | -531.936 $ | -1,5 % | 34.398.667 $ | +757.242 $ | +2,3 % | 33.641.425 $ | +1.148.052 $ | +3,5 % | 32.493.373 $ | ||
| Tanglewood Wealth Management, Inc. | 31.569.949 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.710.532 $ | |||||||||||
| ROYAL BANK OF CANADA | 29.022.000 $ | +12.548.000 $ | +76,2 % | 16.474.000 $ | +2.594.000 $ | +18,7 % | 13.880.000 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 28.002.982 $ | +26.473.170 $ | +1.730,5 % | 1.529.812 $ | ||||||||
| D.A. DAVIDSON & CO. | 27.687.415 $ | +15.465.328 $ | +126,5 % | 12.222.087 $ | +1.703.701 $ | +16,2 % | 10.518.386 $ | +369.201 $ | +3,6 % | 10.149.185 $ | +4.110.092 $ | +68,1 % |
| Compound Planning, Inc. | 24.024.891 $ | -164.611 $ | -0,7 % | 24.189.502 $ | +3.847.968 $ | +18,9 % | 20.341.534 $ | +4.993.605 $ | +32,5 % | 15.347.929 $ | ||
| Gradient Investments LLC | 21.753.926 $ | +2.218.251 $ | +11,4 % | 19.535.675 $ | -4.253.008 $ | -17,9 % | 23.788.683 $ | +4.563.926 $ | +23,7 % | 19.224.757 $ | +1.693.169 $ | +9,7 % |
| EXCHANGE TRADED CONCEPTS, LLC | 23.291.502 $ | +1.430.962 $ | +6,5 % | 21.860.540 $ | +2.534.902 $ | +13,1 % | 19.325.638 $ | +1.328.899 $ | +7,4 % | 17.996.739 $ | +773.934 $ | +4,5 % |
| MORGAN STANLEY | 18.495.688 $ | +18.493.761 $ | +959.717,7 % | 1.927 $ | +1.063 $ | +123,0 % | 864 $ | |||||
| OSAIC HOLDINGS, INC. | 18.106.644 $ | +7.815.570 $ | +75,9 % | 10.291.074 $ | +951.855 $ | +10,2 % | 9.339.219 $ | +5.709.094 $ | +157,3 % | |||
| SK Wealth Management, LLC | 18.104.645 $ | +1.798.204 $ | +11,0 % | 16.306.441 $ | +7.131.070 $ | +77,7 % | 9.175.371 $ | +4.024.858 $ | +78,1 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 17.853.266 $ | +10.278.102 $ | +135,7 % | 7.575.164 $ | ||||||||
| FIRST FOUNDATION ADVISORS | 16.838.041 $ | +11.428.697 $ | +211,3 % | 5.409.344 $ | ||||||||
| Oak Harvest Investment Services | 16.429.777 $ | +1.980.222 $ | +13,7 % | 14.449.555 $ | +7.965.970 $ | +122,9 % | 6.483.585 $ | |||||
| BENJAMIN EDWARDS INC | 16.219.280 $ | +3.945.583 $ | +32,1 % | 12.273.697 $ | ||||||||
| Rockefeller Capital Management L.P. | 15.597.948 $ | +6.786.530 $ | +77,0 % | 8.811.418 $ | +8.807.897 $ | +250.153,3 % | 3.521 $ | |||||
| OARSMAN CAPITAL, INC. | 15.042.400 $ | +233.924 $ | +1,6 % | 14.808.476 $ | +514.417 $ | +3,6 % | 14.294.059 $ | |||||
| Private Wealth Asset Management, LLC | 14.328.911 $ | +900.715 $ | +6,7 % | 13.428.196 $ | +1.092.101 $ | +8,9 % | 12.336.095 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 12.350.570 $ | +3.116.379 $ | +33,7 % | 9.234.191 $ | +4.158.231 $ | +81,9 % | 5.075.960 $ | +3.618.960 $ | +248,4 % | 1.457.000 $ | +2.000 $ | +0,1 % |
| LPL Financial LLC | 11.933.222 $ | +5.820.996 $ | +95,2 % | 6.112.226 $ | ||||||||
| NIXON PEABODY TRUST CO | 11.332.708 $ | -503.824 $ | -4,3 % | 11.836.532 $ | +1.520.055 $ | +14,7 % | 10.316.477 $ | |||||
| Sanctuary Advisors, LLC | 11.651.507 $ | +2.483.287 $ | +27,1 % | 9.168.220 $ | +2.241.180 $ | +32,4 % | 6.927.040 $ | +2.148.475 $ | +45,0 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 11.335.900 $ | +511.520 $ | +4,7 % | 10.824.380 $ | +1.315.991 $ | +13,8 % | 9.508.389 $ | +1.512.813 $ | +18,9 % | 7.995.576 $ | +1.224.363 $ | +18,1 % |
| Capital Analysts, LLC | 11.192.000 $ | +6.541.000 $ | +140,6 % | 4.651.000 $ | +2.566.000 $ | +123,1 % | 2.085.000 $ | +1.333.000 $ | +177,3 % | |||
| Mariner, LLC | 11.005.357 $ | +6.468.551 $ | +142,6 % | 4.536.806 $ | +4.022.180 $ | +781,6 % | 514.626 $ | +53.589 $ | +11,6 % | |||
| Blume Capital Management, Inc. | 10.690.425 $ | +191.308 $ | +1,8 % | 10.499.117 $ | +7.482.212 $ | +248,0 % | 3.016.905 $ | +1.091.974 $ | +56,7 % | 1.924.931 $ | ||
| Allworth Financial LP | 10.254.317 $ | +245.719 $ | +2,5 % | 10.008.598 $ | +1.171.239 $ | +13,3 % | 8.837.359 $ | |||||
| Apollon Wealth Management, LLC | 9.657.495 $ | +1.637.977 $ | +20,4 % | 8.019.518 $ | +5.416.263 $ | +208,1 % | 2.603.255 $ | |||||
| Greater Midwest Financial Group, LLC | 9.406.955 $ | |||||||||||
| FORTEM FINANCIAL GROUP, LLC | 8.713.451 $ | -268.553 $ | -3,0 % | 8.982.004 $ | +420.067 $ | +4,9 % | 8.561.937 $ | +777.779 $ | +10,0 % | 7.784.158 $ | ||
| Cambridge Investment Research Advisors, Inc. | 4.570.000 $ | -4.388.000 $ | -49,0 % | 8.958.000 $ | +7.233.000 $ | +419,3 % | 1.725.000 $ | |||||
| CITADEL ADVISORS LLC | 3.769.033 $ | -3.756.718 $ | -49,9 % | 7.525.751 $ | +4.983.394 $ | +196,0 % | 2.542.357 $ | +1.925.780 $ | +312,3 % | |||
| United Advisor Group, LLC | 7.411.372 $ | +986.949 $ | +15,4 % | 6.424.423 $ | +1.552.162 $ | +31,9 % | 4.872.261 $ | +1.914.894 $ | +64,7 % | 2.957.367 $ | ||
| FINANCIAL MANAGEMENT NETWORK INC | 7.314.627 $ | +1.758.348 $ | +31,6 % | 5.556.279 $ | +2.515.057 $ | +82,7 % | 3.041.222 $ | +2.266.932 $ | +292,8 % | 774.290 $ | ||
| JANE STREET GROUP, LLC | 7.307.743 $ | +341.038 $ | +4,9 % | 6.966.705 $ | +2.330.209 $ | +50,3 % | 4.636.496 $ | +4.232.585 $ | +1.047,9 % | |||
| New England Capital Financial Advisors LLC | 6.763.264 $ | -364.423 $ | -5,1 % | 7.127.687 $ | +760.063 $ | +11,9 % | 6.367.624 $ | +2.394.186 $ | +60,3 % | 3.973.438 $ | +194.359 $ | +5,1 % |
| Community Bank & Trust, Waco, Texas | 6.855.000 $ | +612.000 $ | +9,8 % | 6.243.000 $ | +188.000 $ | +3,1 % | 6.055.000 $ | |||||
| Ascension Capital Advisors, Inc. | 5.939.139 $ | +853.355 $ | +16,8 % | 5.085.784 $ | +2.900.408 $ | +132,7 % | 2.185.376 $ | |||||
| Visionary Wealth Advisors | 5.556.479 $ | -128.882 $ | -2,3 % | 5.685.361 $ | +324.121 $ | +6,0 % | 5.361.240 $ | +4.675.795 $ | +682,2 % | 685.445 $ | ||
| Janney Montgomery Scott LLC | 5.412.000 $ | +625.000 $ | +13,1 % | 4.787.000 $ | +1.677.000 $ | +53,9 % | 3.110.000 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.128.043 $ | +3.945.699 $ | +333,7 % | 1.182.344 $ | ||||||||
| Integrity Financial Corp /WA | 5.003.254 $ | +639.995 $ | +14,7 % | 4.363.259 $ | +296.125 $ | +7,3 % | 4.067.134 $ | +393.491 $ | +10,7 % | |||
| ABLE Financial Group, LLC | 4.952.129 $ | +1.094.010 $ | +28,4 % | 3.858.119 $ | +1.069.101 $ | +38,3 % | 2.789.018 $ | |||||
| Veracity Capital LLC | 4.948.564 $ | +3.728 $ | +0,1 % | 4.944.836 $ | ||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4.923.277 $ | +3.434.473 $ | +230,7 % | 1.488.804 $ | ||||||||
| Centurion Wealth Management LLC | 4.418.468 $ | -155.132 $ | -3,4 % | 4.573.600 $ | -341.258 $ | -6,9 % | 4.914.858 $ | |||||
| Steward Partners Investment Advisory, LLC | 4.863.299 $ | +1.025.340 $ | +26,7 % | 3.837.959 $ | +3.013.340 $ | +365,4 % | 824.619 $ | |||||
| RFG - Bristol Wealth Advisors, LLC | 4.789.445 $ | -23.950 $ | -0,5 % | 4.813.395 $ | +372.486 $ | +8,4 % | 4.440.909 $ | +1.114.545 $ | +33,5 % | 3.326.364 $ | +119.608 $ | +3,7 % |
| STIFEL FINANCIAL CORP | 4.657.415 $ | +4.366.127 $ | +1.498,9 % | 291.288 $ | +60.896 $ | +26,4 % | 230.392 $ | +18.422 $ | +8,7 % | |||
| HHM Wealth Advisors, LLC | 4.487.790 $ | +1.903.195 $ | +73,6 % | 2.584.595 $ | +1.075.912 $ | +71,3 % | 1.508.683 $ | |||||
| ForthRight Wealth Management, LLC | 4.010.448 $ | +32.115 $ | +0,8 % | 3.978.333 $ | ||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.902.695 $ | +1.766.029 $ | +82,7 % | 2.136.666 $ | +973.921 $ | +83,8 % | 1.162.745 $ | -901.764 $ | -43,7 % | 2.064.509 $ | +257.323 $ | +14,2 % |
| Pinnacle Financial Partners, Inc. | 3.851.850 $ | +2.618.667 $ | +212,4 % | 1.233.183 $ | +570.872 $ | +86,2 % | 662.311 $ | |||||
| Waterloo Capital, L.P. | 2.819.888 $ | -764.492 $ | -21,3 % | 3.584.380 $ | ||||||||
| Brookwood Investment Group LLC | 3.089.795 $ | |||||||||||
| IFP Advisors, Inc | 2.943.220 $ | +657.992 $ | +28,8 % | 2.285.228 $ | +569.975 $ | +33,2 % | 1.715.253 $ | +924.345 $ | +116,9 % | 790.908 $ | +726.382 $ | +1.125,7 % |
| LexAurum Advisors, LLC | 2.927.520 $ | |||||||||||
| BUILDER INVESTMENT GROUP INC /ADV | 2.629.462 $ | -219.168 $ | -7,7 % | 2.848.630 $ | +378.309 $ | +15,3 % | 2.470.321 $ | |||||
| Sigma Planning Corp | 2.745.602 $ | -16.478 $ | -0,6 % | 2.762.080 $ | -68.100 $ | -2,4 % | 2.830.180 $ | +1.970.145 $ | +229,1 % | 860.035 $ | +611.567 $ | +246,1 % |
| Valeo Financial Advisors, LLC | 2.792.331 $ | +9.276 $ | +0,3 % | 2.783.055 $ | +223.726 $ | +8,7 % | 2.559.329 $ | +1.093.170 $ | +74,6 % | 1.466.159 $ | +431.795 $ | +41,7 % |
| UBS Group AG | 2.719.801 $ | +578.504 $ | +27,0 % | 2.141.297 $ | +2.140.958 $ | +631.551,0 % | ||||||
| William Mack & Associates, Inc. | 2.707.737 $ | +130.719 $ | +5,1 % | 2.577.018 $ | +1.657.349 $ | +180,2 % | 919.669 $ | +605.132 $ | +192,4 % | 314.537 $ | ||
| Mills Wealth Advisors LLC | 2.555.360 $ | +756.822 $ | +42,1 % | 1.798.538 $ | +1.526.572 $ | +561,3 % | 271.966 $ | |||||
| Arkadios Wealth Advisors | 2.464.819 $ | |||||||||||
| OPPENHEIMER & CO INC | 2.430.848 $ | +826.328 $ | +51,5 % | 1.604.520 $ | ||||||||
| INSPIRION WEALTH ADVISORS, LLC | 2.419.127 $ | +375.244 $ | +18,4 % | 2.043.883 $ | -215.051 $ | -9,5 % | 2.258.934 $ | +748.482 $ | +49,6 % | 1.510.452 $ | ||
| BLVD Private Wealth, LLC | 2.388.488 $ | +197.856 $ | +9,0 % | 2.190.632 $ | ||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 2.281.000 $ | +89.000 $ | +4,1 % | 2.192.000 $ | ||||||||
| Planning Strategies Inc. | 2.170.331 $ | -58.804 $ | -2,6 % | 2.229.135 $ | ||||||||
| Quantum Financial Planning Services, Inc. | 2.211.615 $ | +1.638.151 $ | +285,7 % | 573.464 $ | ||||||||
| Banco Santander, S.A. | 2.108.793 $ | |||||||||||
| Oak Wealth Advisors LLC | 2.014.993 $ | +192.990 $ | +10,6 % | 1.822.003 $ | +172.958 $ | +10,5 % | 1.649.045 $ | +1.290.165 $ | +359,5 % | 358.880 $ | ||
| Beacon Pointe Advisors, LLC | 1.933.218 $ | |||||||||||
| Clear Trail Advisors, LLC | 1.922.554 $ | |||||||||||
| Dakota Wealth Management | 1.851.514 $ | +584.192 $ | +46,1 % | 1.267.322 $ | ||||||||
| Freedom Financial Partners LLC | 1.801.399 $ | +202.532 $ | +12,7 % | 1.598.867 $ | +466.189 $ | +41,2 % | 1.132.678 $ | |||||
| Maridea Wealth Management LLC | 1.743.265 $ | +216.143 $ | +14,2 % | 1.527.122 $ | +1.257.839 $ | +467,1 % | 269.283 $ | -1.779 $ | -0,7 % | |||
| Financially in Tune, LLC | 1.728.229 $ | +148.138 $ | +9,4 % | 1.580.091 $ | ||||||||
| Financial Insights, Inc. | 1.689.152 $ | +465.926 $ | +38,1 % | 1.223.226 $ | -6.669 $ | -0,5 % | 1.229.895 $ | +134.044 $ | +12,2 % | 1.095.851 $ | +381.011 $ | +53,3 % |
| Alchemi Wealth, LLC | 1.635.474 $ | +50.978 $ | +3,2 % | 1.584.496 $ | +873.623 $ | +122,9 % | 710.873 $ | +328.300 $ | +85,8 % | 382.573 $ | ||
| Embree Financial Group | 1.613.944 $ | +229.096 $ | +16,5 % | 1.384.848 $ | +1.042.620 $ | +304,7 % | 342.228 $ | |||||
| Blue Edge Capital, LLC | 1.525.993 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 1.131.945 $ | -44.915 $ | -3,8 % | 1.176.860 $ | -210.788 $ | -15,2 % | 1.387.648 $ | +268.353 $ | +24,0 % | 1.119.295 $ | +532.519 $ | +90,8 % |
| Brown Financial Advisors | 1.043.228 $ | -279.137 $ | -21,1 % | 1.322.365 $ | +208.907 $ | +18,8 % | 1.113.458 $ | +61.515 $ | +5,8 % | |||
| Kestra Advisory Services, LLC | 1.105.672 $ | -141.129 $ | -11,3 % | 1.246.801 $ | -58.434 $ | -4,5 % | 1.305.235 $ | +430.246 $ | +49,2 % | 874.989 $ | +118.032 $ | +15,6 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 1.170.723 $ | -127.489 $ | -9,8 % | 1.298.212 $ | +1.064.330 $ | +455,1 % | 233.882 $ | |||||
| Mutual Advisors, LLC | 1.280.200 $ | |||||||||||
| SITTNER & NELSON, LLC | 1.216.935 $ | +588.816 $ | +93,7 % | 628.119 $ | +247.074 $ | +64,8 % | 381.045 $ | +233.368 $ | +158,0 % | |||
| Integrated Advisors Network LLC | 1.167.858 $ | |||||||||||
| VAQUERO PRIVATE WEALTH, LTD | 1.161.633 $ | |||||||||||
| Virtu Financial LLC | 256.000 $ | -885.000 $ | -77,6 % | 1.141.000 $ | ||||||||
| PCA Investment Advisory Services Inc. | 1.098.923 $ | +361.752 $ | +49,1 % | 737.171 $ | +357.556 $ | +94,2 % | 379.615 $ | |||||
| ARBOR CAPITAL MANAGEMENT INC /ADV | 995.903 $ | -97.182 $ | -8,9 % | 1.093.085 $ | +55.187 $ | +5,3 % | 1.037.898 $ | +9.284 $ | +0,9 % | |||
| Red Mountain Financial, LLC | 1.043.334 $ | -39.450 $ | -3,6 % | 1.082.784 $ | +219.026 $ | +25,4 % | 863.758 $ | +12.360 $ | +1,5 % | 851.398 $ | ||
| Range Advisory, LLC | 1.075.889 $ | +79.348 $ | +8,0 % | 996.541 $ | ||||||||
| Atria Investments, Inc | 1.073.018 $ | +32.515 $ | +3,1 % | 1.040.503 $ | +687.176 $ | +194,5 % | 353.327 $ | |||||
| Clayton Financial Group LLC | 1.072.732 $ | +292.611 $ | +37,5 % | 780.121 $ | -24.998 $ | -3,1 % | 805.119 $ | +120.005 $ | +17,5 % | 685.114 $ | +607.859 $ | +786,8 % |
| Paladin Wealth, LLC | 1.034.008 $ | +134.379 $ | +14,9 % | 899.629 $ | -99.060 $ | -9,9 % | 998.689 $ | +250.672 $ | +33,5 % | 748.017 $ | +203.971 $ | +37,5 % |
| Prospera Financial Services Inc | 1.027.914 $ | +164.131 $ | +19,0 % | 863.783 $ | +144.478 $ | +20,1 % | 719.305 $ | |||||
| Key FInancial Inc | 1.004.459 $ | +281.600 $ | +39,0 % | 722.859 $ | +251.893 $ | +53,5 % | 470.966 $ | +456.503 $ | +3.156,4 % | 14.463 $ | ||
| First PREMIER Bank | 940.000 $ | |||||||||||
| WEALTH ALLIANCE, LLC | 929.498 $ | +213.070 $ | +29,7 % | 716.428 $ | +106.135 $ | +17,4 % | 610.293 $ | -1.668 $ | -0,3 % | |||
| HBW ADVISORY SERVICES LLC | 919.479 $ | -8.017 $ | -0,9 % | 927.496 $ | +272.270 $ | +41,6 % | 655.226 $ | +27.583 $ | +4,4 % | 627.643 $ | +31.853 $ | +5,3 % |
| Farther Finance Advisors, LLC | 865.665 $ | +715.166 $ | +475,2 % | 150.499 $ | -351.742 $ | -70,0 % | 502.241 $ | |||||
| Creative Planning | 814.697 $ | +310.952 $ | +61,7 % | 503.745 $ | +37.275 $ | +8,0 % | 466.470 $ | |||||
| Mattson Financial Services, LLC | 643.286 $ | -148.412 $ | -18,7 % | 791.698 $ | +90.299 $ | +12,9 % | 701.399 $ | -17.903 $ | -2,5 % | |||
| Fifth Third Wealth Advisors LLC | 752.306 $ | +97.296 $ | +14,9 % | 655.010 $ | ||||||||
| Tevis Investment Management | 705.044 $ | -21.677 $ | -3,0 % | 726.721 $ | +28.555 $ | +4,1 % | 698.166 $ | +0 $ | +0,0 % | |||
| Syntegra Private Wealth Group, LLC | 706.160 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 697.729 $ | |||||||||||
| MBE Wealth Management, LLC | 686.138 $ | -6.450 $ | -0,9 % | 692.588 $ | ||||||||
| FIFTH THIRD SECURITIES, INC. | 683.462 $ | +65.903 $ | +10,7 % | 617.559 $ | ||||||||
| LEGACY FINANCIAL GROUP, INC. | 682.976 $ | +156.773 $ | +29,8 % | 526.203 $ | ||||||||
| HUB Investment Partners, LLC | 677.632 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 640.071 $ | -34.513 $ | -5,1 % | 674.584 $ | +82.396 $ | +13,9 % | 592.188 $ | +193.154 $ | +48,4 % | 399.034 $ | ||
| Ballew Advisors, Inc | 666.067 $ | |||||||||||
| Cetera Investment Advisers | 665.953 $ | |||||||||||
| FIFTH THIRD BANCORP | 644.342 $ | +86.770 $ | +15,6 % | 557.572 $ | +258.768 $ | +86,6 % | 298.804 $ | |||||
| Clearstead Advisors, LLC | 597.092 $ | +4.716 $ | +0,8 % | 592.376 $ | +43.834 $ | +8,0 % | 548.542 $ | +15.988 $ | +3,0 % | 532.554 $ | -11.188 $ | -2,1 % |
| First Citizens Financial Corp | 569.899 $ | +101.450 $ | +21,7 % | 468.449 $ | +175.569 $ | +59,9 % | 292.880 $ | |||||
| Providence First Trust Co | 566.153 $ | |||||||||||
| Auour Investments LLC | 527.252 $ | -38.606 $ | -6,8 % | 565.858 $ | +16.936 $ | +3,1 % | 548.922 $ | -6.734 $ | -1,2 % | 555.656 $ | ||
| Apollon Financial, LLC | 563.877 $ | +39.897 $ | +7,6 % | 523.980 $ | ||||||||
| NWF Advisory Services Inc. | 529.889 $ | -33.340 $ | -5,9 % | 563.229 $ | +41.677 $ | +8,0 % | 521.552 $ | +107.076 $ | +25,8 % | 414.476 $ | +63.322 $ | +18,0 % |
| Merit Financial Group, LLC | 543.477 $ | |||||||||||
| Sterling Financial Planning, Inc. | 524.225 $ | +10.746 $ | +2,1 % | 513.479 $ | +94.733 $ | +22,6 % | 418.746 $ | +39.684 $ | +10,5 % | 379.062 $ | +67.582 $ | +21,7 % |
| Essex Financial Services, Inc. | 504.741 $ | +213.932 $ | +73,6 % | 290.809 $ | ||||||||
| SageView Advisory Group, LLC | 503.745 $ | +37.275 $ | +8,0 % | 466.470 $ | +13.596 $ | +3,0 % | 452.874 $ | |||||
| OxenFree Capital LLC | 209.140 $ | -12.488 $ | -5,6 % | 221.628 $ | -278.999 $ | -55,7 % | 500.627 $ | +62.649 $ | +14,3 % | 437.978 $ | +7.283 $ | +1,7 % |
| MTM FINANCIAL GROUP, LLC | 444.924 $ | |||||||||||
| Savvy Advisors, Inc. | 427.672 $ | |||||||||||
| Indivisible Partners | 418.877 $ | |||||||||||
| Bill Few Associates, Inc. | 411.741 $ | +98.114 $ | +31,3 % | 313.627 $ | ||||||||
| TECTONIC ADVISORS LLC | 394.387 $ | -1.077 $ | -0,3 % | |||||||||
| Krilogy Financial LLC | 367.160 $ | -12.004 $ | -3,2 % | 379.164 $ | -520 $ | -0,1 % | 379.684 $ | +111.555 $ | +41,6 % | 268.129 $ | +4.682 $ | +1,8 % |
| Flagship Capital Management Inc. | 376.543 $ | |||||||||||
| Ellis Investment Partners, LLC | 275.893 $ | -89.611 $ | -24,5 % | 365.504 $ | +28.489 $ | +8,5 % | 337.015 $ | |||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337.454 $ | -12.201 $ | -3,5 % | 349.655 $ | +47.085 $ | +15,6 % | 302.570 $ | |||||
| Disciplined Investors, L.L.C. | 346.890 $ | +10.405 $ | +3,1 % | 336.485 $ | ||||||||
| Walleye Partners, LLC | 345.368 $ | +41.982 $ | +13,8 % | 303.386 $ | ||||||||
| Hidden Cove Wealth Management, LLC | 331.793 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 325.940 $ | |||||||||||
| Cordgrass Capital Advisors, LLC | 314.471 $ | +21.906 $ | +7,5 % | 292.565 $ | ||||||||
| Independent Advisor Alliance | 312.454 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 265.973 $ | -46.059 $ | -14,8 % | 312.032 $ | ||||||||
| Quantinno Capital Management LP | 304.484 $ | |||||||||||
| Trek Financial, LLC | 300.881 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 299.586 $ | +25.614 $ | +9,3 % | 273.972 $ | ||||||||
| WealthBridge Capital Management, LLC | 276.777 $ | |||||||||||
| Pettinga Financial Advisors LLC | 269.020 $ | +439 $ | +0,2 % | 268.581 $ | ||||||||
| Nicht ausgewiesen | 268.896 $ | |||||||||||
| OneDigital Investment Advisors LLC | 268.282 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 257.165 $ | |||||||||||
| Gilman Hill Asset Management, LLC | 241.546 $ | -7.994 $ | -3,2 % | 249.540 $ | ||||||||
| SHEETS SMITH WEALTH MANAGEMENT | 243.691 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 242.842 $ | |||||||||||
| A4 Wealth Advisors LLC | 233.892 $ | -63.122 $ | -21,3 % | |||||||||
| ANCHOR CAPITAL ADVISORS LLC | 227.351 $ | |||||||||||
| CX Institutional | 223.000 $ | |||||||||||
| Sunpointe, LLC | 220.183 $ | |||||||||||
| Independence Asset Advisors, LLC | 216.747 $ | |||||||||||
| LJI Wealth Management, LLC | 216.244 $ | |||||||||||
| EPIQ PARTNERS, LLC | 212.322 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 208.470 $ | |||||||||||
| Sunrise Financial Services, LLC | 205.929 $ | +44.030 $ | +27,2 % | 161.899 $ | -8.263 $ | -4,9 % | 170.162 $ | |||||
| COMERICA BANK | 160.815 $ | |||||||||||
| Parkside Financial Bank & Trust | 145.168 $ | +145.168 $ | 0 $ | |||||||||
| IFS Advisors, LLC | 144.393 $ | |||||||||||
| US BANCORP \DE\ | 117.480 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 68.115 $ | -19.472 $ | -22,2 % | 87.587 $ | ||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 87.218 $ | |||||||||||
| Global Retirement Partners, LLC | 63.991 $ | -21.126 $ | -24,8 % | 85.117 $ | ||||||||
| 1620 INVESTMENT ADVISORS, INC. | 75.428 $ | -5.682 $ | -7,0 % | 81.110 $ | +4.031 $ | +5,2 % | 77.079 $ | +14.213 $ | +22,6 % | 62.866 $ | +49.346 $ | +365,0 % |
| JPMORGAN CHASE & CO | 46.335 $ | +24.882 $ | +116,0 % | 21.453 $ | +13.519 $ | +170,4 % | 7.934 $ | +1.658 $ | +26,4 % | |||
| BFC Planning, Inc. | 32.221 $ | |||||||||||
| CENTRAL TRUST Co | 24.774 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 23.697 $ | +19.867 $ | +518,7 % | 3.830 $ | ||||||||
| IMA Advisory Services, Inc. | 22.356 $ | |||||||||||
| FMR LLC | 22.024 $ | +3.267 $ | +17,4 % | 18.757 $ | ||||||||
| Cornerstone Planning Group LLC | 19.814 $ | +1.986 $ | +11,1 % | 17.828 $ | +217 $ | +1,2 % | ||||||
| Blue Trust, Inc. | 18.550 $ | |||||||||||
| LANARK FINANCIAL, INC. | 12.932 $ | |||||||||||
| Lavaca Capital LLC | 12.459 $ | |||||||||||
| BESSEMER GROUP INC | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | |||||
| SHP Wealth Management | 8.856 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 5.297 $ | +397 $ | +8,1 % | 4.900 $ | -614 $ | -11,1 % | 5.514 $ | |||||
| Caldwell Trust Co | 3.574 $ | |||||||||||
| Cape Investment Advisory, Inc. | 1.510 $ | -55 $ | -3,5 % | 1.565 $ | -42 $ | -2,6 % | 1.607 $ | |||||
| Cassaday & Co Wealth Management LLC | 1.389 $ | |||||||||||
| Gesamt | 595.535.173 $ | +90.825.044 $ | +23,7 % | 933.090.752 $ | +220.423.052 $ | +14.961,0 % | 548.531.307 $ | +105.925.825 $ | +4.278,9 % | 328.804.219 $ | +67.558.685 $ | +110,4 % |
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.