| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 928.429.321 $ | +220.708.858 $ | +15.246,2 % | 547.301.412 $ | +106.093.875 $ | +5.172,6 % | 327.708.368 $ | +67.709.674 $ | +111,1 % | 173.288.766 $ | +23.700.434 $ | +167,7 % | |
| 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 % | 57.992.000 $ | +1.728.000 $ | +3,1 % |
| Capital Investment Advisors, LLC | 83.576.238 $ | |||||||||||
| BANK OF AMERICA CORP /DE/ | 36.344.455 $ | +26.225.394 $ | +259,2 % | 10.119.061 $ | +10.096.425 $ | +44.603,4 % | 22.636 $ | |||||
| Townsend & Associates, Inc | 34.398.667 $ | +757.242 $ | +2,3 % | 33.641.425 $ | +1.148.052 $ | +3,5 % | 32.493.373 $ | |||||
| RFG Advisory, LLC | 31.628.212 $ | +16.190.107 $ | +104,9 % | 15.438.105 $ | +4.040.702 $ | +35,5 % | 11.397.403 $ | +3.356.098 $ | +41,7 % | 8.041.305 $ | +2.236.763 $ | +38,5 % |
| 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 $ | ||||||||
| Compound Planning, Inc. | 24.189.502 $ | +3.847.968 $ | +18,9 % | 20.341.534 $ | +4.993.605 $ | +32,5 % | 15.347.929 $ | |||||
| Gradient Investments LLC | 19.535.675 $ | -4.253.008 $ | -17,9 % | 23.788.683 $ | +4.563.926 $ | +23,7 % | 19.224.757 $ | +1.693.169 $ | +9,7 % | 17.531.588 $ | +1.897.964 $ | +12,1 % |
| EXCHANGE TRADED CONCEPTS, LLC | 21.860.540 $ | +2.534.902 $ | +13,1 % | 19.325.638 $ | +1.328.899 $ | +7,4 % | 17.996.739 $ | +773.934 $ | +4,5 % | 17.222.805 $ | ||
| 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 % | 3.630.125 $ | +3.260.108 $ | +881,1 % |
| 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 % | 5.150.513 $ | +697.611 $ | +15,7 % |
| 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 $ | ||||||||
| 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. | 14.808.476 $ | +514.417 $ | +3,6 % | 14.294.059 $ | ||||||||
| HighTower Advisors, LLC | 14.526.612 $ | +2.970.713 $ | +25,7 % | 11.555.899 $ | +4.019.848 $ | +53,3 % | 7.536.051 $ | +2.006.936 $ | +36,3 % | 5.529.115 $ | +5.325.247 $ | +2.612,1 % |
| Oak Harvest Investment Services | 14.449.555 $ | +7.965.970 $ | +122,9 % | 6.483.585 $ | ||||||||
| Private Wealth Asset Management, LLC | 13.428.196 $ | +1.092.101 $ | +8,9 % | 12.336.095 $ | ||||||||
| D.A. DAVIDSON & CO. | 12.222.087 $ | +1.703.701 $ | +16,2 % | 10.518.386 $ | +369.201 $ | +3,6 % | 10.149.185 $ | +4.110.092 $ | +68,1 % | 6.039.093 $ | ||
| NIXON PEABODY TRUST CO | 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 % | 4.778.565 $ | +2.316.714 $ | +94,1 % |
| 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 % | 752.000 $ | ||
| Mariner, LLC | 11.005.357 $ | +6.468.551 $ | +142,6 % | 4.536.806 $ | +4.022.180 $ | +781,6 % | 514.626 $ | +53.589 $ | +11,6 % | 461.037 $ | ||
| DAYMARK WEALTH PARTNERS, LLC | 10.824.380 $ | +1.315.991 $ | +13,8 % | 9.508.389 $ | +1.512.813 $ | +18,9 % | 7.995.576 $ | +1.224.363 $ | +18,1 % | 6.771.213 $ | +1.487.142 $ | +28,1 % |
| Blume Capital Management, Inc. | 10.499.117 $ | +7.482.212 $ | +248,0 % | 3.016.905 $ | +1.091.974 $ | +56,7 % | 1.924.931 $ | |||||
| Allworth Financial LP | 10.008.598 $ | +1.171.239 $ | +13,3 % | 8.837.359 $ | ||||||||
| Greater Midwest Financial Group, LLC | 9.406.955 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 9.234.191 $ | +4.158.231 $ | +81,9 % | 5.075.960 $ | +3.618.960 $ | +248,4 % | 1.457.000 $ | +2.000 $ | +0,1 % | 1.455.000 $ | ||
| FORTEM FINANCIAL GROUP, LLC | 8.982.004 $ | +420.067 $ | +4,9 % | 8.561.937 $ | +777.779 $ | +10,0 % | 7.784.158 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 8.958.000 $ | +7.233.000 $ | +419,3 % | 1.725.000 $ | ||||||||
| Apollon Wealth Management, LLC | 8.019.518 $ | +5.416.263 $ | +208,1 % | 2.603.255 $ | ||||||||
| Shorepoint Capital Partners LLC | 7.655.811 $ | |||||||||||
| 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 % | 616.577 $ | +159.271 $ | +34,8 % |
| 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 % | 403.911 $ | +58.253 $ | +16,9 % |
| New England Capital Financial Advisors LLC | 7.127.687 $ | +760.063 $ | +11,9 % | 6.367.624 $ | +2.394.186 $ | +60,3 % | 3.973.438 $ | +194.359 $ | +5,1 % | 3.779.079 $ | ||
| United Advisor Group, LLC | 6.424.423 $ | +1.552.162 $ | +31,9 % | 4.872.261 $ | +1.914.894 $ | +64,7 % | 2.957.367 $ | |||||
| Community Bank & Trust, Waco, Texas | 6.243.000 $ | +188.000 $ | +3,1 % | 6.055.000 $ | ||||||||
| LPL Financial LLC | 6.112.226 $ | |||||||||||
| 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 | 5.685.361 $ | +324.121 $ | +6,0 % | 5.361.240 $ | +4.675.795 $ | +682,2 % | 685.445 $ | |||||
| FINANCIAL MANAGEMENT NETWORK INC | 5.556.279 $ | +2.515.057 $ | +82,7 % | 3.041.222 $ | +2.266.932 $ | +292,8 % | 774.290 $ | |||||
| Armor Investment Advisors, LLC | 5.511.825 $ | +1.411.997 $ | +34,4 % | |||||||||
| 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 % | 3.673.643 $ | +2.130.795 $ | +138,1 % |
| Veracity Capital LLC | 4.944.836 $ | |||||||||||
| Centurion Wealth Management LLC | 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 | 4.813.395 $ | +372.486 $ | +8,4 % | 4.440.909 $ | +1.114.545 $ | +33,5 % | 3.326.364 $ | +119.608 $ | +3,7 % | 3.206.756 $ | ||
| STIFEL FINANCIAL CORP | 4.657.415 $ | +4.366.127 $ | +1.498,9 % | 291.288 $ | +60.896 $ | +26,4 % | 230.392 $ | +18.422 $ | +8,7 % | 211.970 $ | ||
| ForthRight Wealth Management, LLC | 3.978.333 $ | |||||||||||
| ABLE Financial Group, LLC | 3.858.119 $ | +1.069.101 $ | +38,3 % | 2.789.018 $ | ||||||||
| 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 $ | |||||||||||
| BUILDER INVESTMENT GROUP INC /ADV | 2.848.630 $ | +378.309 $ | +15,3 % | 2.470.321 $ | ||||||||
| Sigma Planning Corp | 2.762.080 $ | -68.100 $ | -2,4 % | 2.830.180 $ | +1.970.145 $ | +229,1 % | 860.035 $ | +611.567 $ | +246,1 % | 248.468 $ | +23.158 $ | +10,3 % |
| Valeo Financial Advisors, LLC | 2.783.055 $ | +223.726 $ | +8,7 % | 2.559.329 $ | +1.093.170 $ | +74,6 % | 1.466.159 $ | +431.795 $ | +41,7 % | 1.034.364 $ | ||
| HHM Wealth Advisors, LLC | 2.584.595 $ | +1.075.912 $ | +71,3 % | 1.508.683 $ | ||||||||
| William Mack & Associates, Inc. | 2.577.018 $ | +1.657.349 $ | +180,2 % | 919.669 $ | +605.132 $ | +192,4 % | 314.537 $ | |||||
| Arkadios Wealth Advisors | 2.464.819 $ | |||||||||||
| IFP Advisors, Inc | 2.285.228 $ | +569.975 $ | +33,2 % | 1.715.253 $ | +924.345 $ | +116,9 % | 790.908 $ | +726.382 $ | +1.125,7 % | 64.526 $ | ||
| INSPIRION WEALTH ADVISORS, LLC | 2.043.883 $ | -215.051 $ | -9,5 % | 2.258.934 $ | +748.482 $ | +49,6 % | 1.510.452 $ | |||||
| Planning Strategies Inc. | 2.229.135 $ | |||||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 2.192.000 $ | |||||||||||
| BLVD Private Wealth, LLC | 2.190.632 $ | |||||||||||
| UBS Group AG | 2.141.297 $ | +2.140.958 $ | +631.551,0 % | 339 $ | ||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.136.666 $ | +973.921 $ | +83,8 % | 1.162.745 $ | -901.764 $ | -43,7 % | 2.064.509 $ | +257.323 $ | +14,2 % | 1.807.186 $ | +508.503 $ | +39,2 % |
| Beacon Pointe Advisors, LLC | 1.933.218 $ | |||||||||||
| Dakota Wealth Management | 1.851.514 $ | +584.192 $ | +46,1 % | 1.267.322 $ | ||||||||
| Oak Wealth Advisors LLC | 1.822.003 $ | +172.958 $ | +10,5 % | 1.649.045 $ | +1.290.165 $ | +359,5 % | 358.880 $ | |||||
| Mills Wealth Advisors LLC | 1.798.538 $ | +1.526.572 $ | +561,3 % | 271.966 $ | ||||||||
| 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 % | 271.062 $ | +46.554 $ | +20,7 % |
| Financially in Tune, LLC | 1.728.229 $ | +148.138 $ | +9,4 % | 1.580.091 $ | ||||||||
| OPPENHEIMER & CO INC | 1.604.520 $ | |||||||||||
| Freedom Financial Partners LLC | 1.598.867 $ | +466.189 $ | +41,2 % | 1.132.678 $ | ||||||||
| Alchemi Wealth, LLC | 1.584.496 $ | +873.623 $ | +122,9 % | 710.873 $ | +328.300 $ | +85,8 % | 382.573 $ | |||||
| Blue Edge Capital, LLC | 1.525.993 $ | |||||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.488.804 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 1.176.860 $ | -210.788 $ | -15,2 % | 1.387.648 $ | +268.353 $ | +24,0 % | 1.119.295 $ | +532.519 $ | +90,8 % | 586.776 $ | +36.963 $ | +6,7 % |
| Embree Financial Group | 1.384.848 $ | +1.042.620 $ | +304,7 % | 342.228 $ | ||||||||
| Brown Financial Advisors | 1.322.365 $ | +208.907 $ | +18,8 % | 1.113.458 $ | +61.515 $ | +5,8 % | 1.051.943 $ | +80.767 $ | +8,3 % | |||
| Kestra Advisory Services, LLC | 1.246.801 $ | -58.434 $ | -4,5 % | 1.305.235 $ | +430.246 $ | +49,2 % | 874.989 $ | +118.032 $ | +15,6 % | 756.957 $ | -270.216 $ | -26,3 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 1.298.212 $ | +1.064.330 $ | +455,1 % | 233.882 $ | ||||||||
| SITTNER & NELSON, LLC | 1.216.935 $ | +588.816 $ | +93,7 % | 628.119 $ | +247.074 $ | +64,8 % | 381.045 $ | +233.368 $ | +158,0 % | 147.677 $ | +80.094 $ | +118,5 % |
| Virtu Financial LLC | 256.000 $ | -885.000 $ | -77,6 % | 1.141.000 $ | +532.000 $ | +87,4 % | ||||||
| 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 % | 1.028.614 $ | +192.861 $ | +23,1 % |
| Red Mountain Financial, LLC | 1.082.784 $ | +219.026 $ | +25,4 % | 863.758 $ | +12.360 $ | +1,5 % | 851.398 $ | |||||
| Atria Investments, Inc | 1.040.503 $ | +687.176 $ | +194,5 % | 353.327 $ | ||||||||
| Paladin Wealth, LLC | 899.629 $ | -99.060 $ | -9,9 % | 998.689 $ | +250.672 $ | +33,5 % | 748.017 $ | +203.971 $ | +37,5 % | 544.046 $ | +117.430 $ | +27,5 % |
| WEALTH ALLIANCE, LLC | 929.498 $ | +213.070 $ | +29,7 % | 716.428 $ | +106.135 $ | +17,4 % | 610.293 $ | -1.668 $ | -0,3 % | 611.961 $ | ||
| HBW ADVISORY SERVICES LLC | 927.496 $ | +272.270 $ | +41,6 % | 655.226 $ | +27.583 $ | +4,4 % | 627.643 $ | +31.853 $ | +5,3 % | 595.790 $ | ||
| Prospera Financial Services Inc | 863.783 $ | +144.478 $ | +20,1 % | 719.305 $ | ||||||||
| Clayton Financial Group LLC | 780.121 $ | -24.998 $ | -3,1 % | 805.119 $ | +120.005 $ | +17,5 % | 685.114 $ | +607.859 $ | +786,8 % | 77.255 $ | ||
| Mattson Financial Services, LLC | 643.286 $ | -148.412 $ | -18,7 % | 791.698 $ | +90.299 $ | +12,9 % | 701.399 $ | -17.903 $ | -2,5 % | 719.302 $ | +50.262 $ | +7,5 % |
| PCA Investment Advisory Services Inc. | 737.171 $ | +357.556 $ | +94,2 % | 379.615 $ | ||||||||
| Tevis Investment Management | 705.044 $ | -21.677 $ | -3,0 % | 726.721 $ | +28.555 $ | +4,1 % | 698.166 $ | +0 $ | +0,0 % | 698.166 $ | +12.785 $ | +1,9 % |
| Key FInancial Inc | 722.859 $ | +251.893 $ | +53,5 % | 470.966 $ | +456.503 $ | +3.156,4 % | 14.463 $ | |||||
| MBE Wealth Management, LLC | 692.588 $ | |||||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 674.584 $ | +82.396 $ | +13,9 % | 592.188 $ | +193.154 $ | +48,4 % | 399.034 $ | |||||
| Cetera Investment Advisers | 665.953 $ | |||||||||||
| Fifth Third Wealth Advisors LLC | 655.010 $ | |||||||||||
| FIFTH THIRD SECURITIES, INC. | 617.559 $ | |||||||||||
| Clearstead Advisors, LLC | 592.376 $ | +43.834 $ | +8,0 % | 548.542 $ | +15.988 $ | +3,0 % | 532.554 $ | -11.188 $ | -2,1 % | 543.742 $ | ||
| Quantum Financial Planning Services, Inc. | 573.464 $ | |||||||||||
| Providence First Trust Co | 566.153 $ | |||||||||||
| Auour Investments LLC | 565.858 $ | +16.936 $ | +3,1 % | 548.922 $ | -6.734 $ | -1,2 % | 555.656 $ | |||||
| NWF Advisory Services Inc. | 563.229 $ | +41.677 $ | +8,0 % | 521.552 $ | +107.076 $ | +25,8 % | 414.476 $ | +63.322 $ | +18,0 % | 351.154 $ | +110.523 $ | +45,9 % |
| FIFTH THIRD BANCORP | 557.572 $ | +258.768 $ | +86,6 % | 298.804 $ | ||||||||
| Merit Financial Group, LLC | 543.477 $ | |||||||||||
| LEGACY FINANCIAL GROUP, INC. | 526.203 $ | |||||||||||
| Apollon Financial, LLC | 523.980 $ | |||||||||||
| Sterling Financial Planning, Inc. | 513.479 $ | +94.733 $ | +22,6 % | 418.746 $ | +39.684 $ | +10,5 % | 379.062 $ | +67.582 $ | +21,7 % | 311.480 $ | ||
| 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 $ | |||||
| Creative Planning | 503.745 $ | +37.275 $ | +8,0 % | 466.470 $ | ||||||||
| Farther Finance Advisors, LLC | 150.499 $ | -351.742 $ | -70,0 % | 502.241 $ | ||||||||
| OxenFree Capital LLC | 221.628 $ | -278.999 $ | -55,7 % | 500.627 $ | +62.649 $ | +14,3 % | 437.978 $ | +7.283 $ | +1,7 % | 430.695 $ | ||
| First Citizens Financial Corp | 468.449 $ | +175.569 $ | +59,9 % | 292.880 $ | ||||||||
| MTM FINANCIAL GROUP, LLC | 444.924 $ | |||||||||||
| Savvy Advisors, Inc. | 427.672 $ | |||||||||||
| TECTONIC ADVISORS LLC | 394.387 $ | -1.077 $ | -0,3 % | 395.464 $ | ||||||||
| Krilogy Financial LLC | 379.164 $ | -520 $ | -0,1 % | 379.684 $ | +111.555 $ | +41,6 % | 268.129 $ | +4.682 $ | +1,8 % | 263.447 $ | +885 $ | +0,3 % |
| Ellis Investment Partners, LLC | 365.504 $ | +28.489 $ | +8,5 % | 337.015 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 349.655 $ | +47.085 $ | +15,6 % | 302.570 $ | +302.094 $ | +63.465,1 % | ||||||
| Disciplined Investors, L.L.C. | 346.890 $ | +10.405 $ | +3,1 % | 336.485 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 325.940 $ | |||||||||||
| Bill Few Associates, Inc. | 313.627 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 312.032 $ | |||||||||||
| Quantinno Capital Management LP | 304.484 $ | |||||||||||
| Walleye Partners, LLC | 303.386 $ | |||||||||||
| A4 Wealth Advisors LLC | 233.892 $ | -63.122 $ | -21,3 % | 297.014 $ | ||||||||
| Cordgrass Capital Advisors, LLC | 292.565 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 273.972 $ | |||||||||||
| Pettinga Financial Advisors LLC | 268.581 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 257.165 $ | |||||||||||
| Gilman Hill Asset Management, LLC | 249.540 $ | |||||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 242.842 $ | |||||||||||
| LJI Wealth Management, LLC | 216.244 $ | |||||||||||
| Sunrise Financial Services, LLC | 161.899 $ | -8.263 $ | -4,9 % | 170.162 $ | ||||||||
| COMERICA BANK | 160.815 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 87.587 $ | |||||||||||
| Global Retirement Partners, LLC | 85.117 $ | |||||||||||
| 1620 INVESTMENT ADVISORS, INC. | 81.110 $ | +4.031 $ | +5,2 % | 77.079 $ | +14.213 $ | +22,6 % | 62.866 $ | +49.346 $ | +365,0 % | 13.520 $ | ||
| JPMORGAN CHASE & CO | 46.335 $ | +24.882 $ | +116,0 % | 21.453 $ | +13.519 $ | +170,4 % | 7.934 $ | +1.658 $ | +26,4 % | 6.276 $ | ||
| JONES FINANCIAL COMPANIES LLLP | 23.697 $ | +19.867 $ | +518,7 % | 3.830 $ | ||||||||
| IMA Advisory Services, Inc. | 22.356 $ | |||||||||||
| Cornerstone Planning Group LLC | 19.814 $ | +1.986 $ | +11,1 % | 17.828 $ | +217 $ | +1,2 % | 17.611 $ | |||||
| FMR LLC | 18.757 $ | |||||||||||
| 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 | 4.900 $ | -614 $ | -11,1 % | 5.514 $ | ||||||||
| Cape Investment Advisory, Inc. | 1.565 $ | -42 $ | -2,6 % | 1.607 $ | ||||||||
| Integrated Wealth Concepts LLC | 1.203 $ | |||||||||||
| 928.429.321 $ | +220.708.858 $ | +15.246,2 % | 547.301.412 $ | +106.093.875 $ | +5.172,6 % | 327.708.368 $ | +67.709.674 $ | +111,1 % | 173.288.766 $ | +23.700.434 $ | +167,7 % | |
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.