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Institutionelle Investoren in FOUNDATIONS INVESTMENT ADVISORS, LLC

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
11.663.547 $-62.901.251 $
+8,8 %
1.988.384.741 $+358.369.605 $
+554.526,1 %
1.642.475.187 $+162.689.556 $
+52,3 %
1.481.326.355 $+121.091.364 $
+463,0 %
BANK OF AMERICA CORP /DE/237.691.494 $+28.053.569 $
+13,4 %
209.637.925 $-5.967.565 $
-2,8 %
215.605.490 $+74.369.321 $
+52,7 %
LPL Financial LLC232.981.761 $+69.641.212 $
+42,6 %
163.340.549 $+5.760.690 $
+3,7 %
157.579.859 $+24.571.250 $
+18,5 %
FOUNDATIONS INVESTMENT ADVISORS, LLC74.389.343 $-131.141.940 $
-63,8 %
205.531.283 $+21.149.584 $
+11,5 %
184.381.699 $-16.707.033 $
-8,3 %
ENVESTNET ASSET MANAGEMENT INC189.616.612 $+166.128.573 $
+707,3 %
23.488.039 $+5.325.300 $
+29,3 %
18.162.739 $-650.310 $
-3,5 %
Americana Partners, LLC133.934.367 $+45.919.802 $
+52,2 %
88.014.565 $+78.419.059 $
+817,2 %
9.595.506 $
Kingsview Wealth Management, LLC92.781.024 $+16.027.810 $
+20,9 %
76.753.214 $+7.209.571 $
+10,4 %
69.543.643 $+6.116.246 $
+9,6 %
Cambridge Investment Research Advisors, Inc.71.532.000 $+40.521.000 $
+130,7 %
31.011.000 $+25.220.000 $
+435,5 %
5.791.000 $+2.046.000 $
+54,6 %
COMMONWEALTH EQUITY SERVICES, LLC61.369.050 $+5.819.353 $
+10,5 %
55.549.697 $-15.706.568 $
-22,0 %
71.256.265 $+6.081.265 $
+9,3 %
Wealth Enhancement Trust Services, Inc.40.859 $-64.058.791 $
-99,9 %
64.099.650 $+3.643.669 $
+6,0 %
60.455.981 $-1.550.694 $
-2,5 %
62.006.675 $
Chicago Partners Investment Group LLC42.195.114 $-4.550.463 $
-9,7 %
46.745.577 $-3.420.286 $
-6,8 %
50.165.863 $-738.021 $
-1,4 %
Drake & Associates, LLC33.903.497 $+2.585.206 $
+8,3 %
31.318.291 $+2.207.462 $
+7,6 %
OSAIC HOLDINGS, INC.27.123.183 $+9.990.137 $
+58,3 %
17.133.046 $-1.190.799 $
-6,5 %
18.323.845 $-1.920.622 $
-9,5 %
AdvisorNet Financial, Inc26.863.878 $+3.558.365 $
+15,3 %
23.305.513 $+109.453 $
+0,5 %
23.196.060 $+1.959.604 $
+9,2 %
Liberty Atlantic Advisors LLC26.346.201 $+3.738.102 $
+16,5 %
22.608.099 $+2.124.790 $
+10,4 %
20.483.309 $
ATTICUS WEALTH MANAGEMENT, LLC24.872.915 $+24.231.533 $
+3.778,0 %
641.382 $+249.191 $
+63,5 %
392.191 $
Cetera Investment Advisers24.686.002 $+11.128.262 $
+82,1 %
13.557.740 $+2.990.269 $
+28,3 %
10.567.471 $+2.059.566 $
+24,2 %
WETZEL INVESTMENT ADVISORS, INC.24.365.400 $+7.019.305 $
+40,5 %
17.346.095 $+1.247.666 $
+7,8 %
16.098.429 $+1.205.641 $
+8,1 %
Brookstone Capital Management24.324.189 $+10.028.457 $
+70,2 %
14.295.732 $+3.827.540 $
+36,6 %
10.468.192 $+6.505.102 $
+164,1 %
VanWeelden Wealth Management, LLC21.783.117 $+16.032.037 $
+278,8 %
5.751.080 $
Delta Investment Management, LLC21.374.291 $+1.604.546 $
+8,1 %
19.769.745 $-1.797.142 $
-8,3 %
21.566.887 $-9.426.783 $
-30,4 %
RAYMOND JAMES FINANCIAL INC20.012.603 $+4.501.795 $
+29,0 %
15.510.808 $+7.932.502 $
+104,7 %
7.578.306 $+5.038.191 $
+198,3 %
Anfield Capital Management, LLC19.280.881 $-88.530 $
-0,5 %
19.369.411 $-1.126.134 $
-5,5 %
Rothschild Wealth LLC16.687.993 $+3.489.362 $
+26,4 %
13.198.631 $-465.123 $
-3,4 %
13.663.754 $+3.763.830 $
+38,0 %
UNITED CAPITAL FINANCIAL ADVISORS, LLC14.847.810 $
HighTower Advisors, LLC14.655.616 $+1.771.933 $
+13,8 %
12.883.683 $+526.142 $
+4,3 %
12.357.541 $+173.646 $
+1,4 %
PRINCIPAL SECURITIES, INC.13.682.860 $
Darwin Wealth Management, LLC13.109.091 $+1.074.961 $
+8,9 %
12.034.130 $+237.787 $
+2,0 %
Southland Equity Partners LLC11.746.607 $+639.644 $
+5,8 %
11.106.963 $-1.381.204 $
-11,1 %
12.488.167 $+9.525 $
+0,1 %
MML INVESTORS SERVICES, LLC10.168.460 $-1.629.694 $
-13,8 %
11.798.154 $-302.842 $
-2,5 %
12.100.996 $+1.488.719 $
+14,0 %
Rockefeller Capital Management L.P.12.017.171 $+2.504.274 $
+26,3 %
9.512.897 $+3.054.398 $
+47,3 %
6.458.499 $
AXXCESS WEALTH MANAGEMENT, LLC11.806.603 $
AE Wealth Management LLC11.218.641 $+2.323.719 $
+26,1 %
8.894.922 $+1.546.258 $
+21,0 %
7.348.664 $+351.015 $
+5,0 %
Advisory Services Network, LLC5.780.866 $-5.275.329 $
-47,7 %
11.056.195 $+989.110 $
+9,8 %
10.067.085 $+9.681.239 $
+2.509,1 %
Private Advisor Group, LLC10.807.212 $+2.227.568 $
+26,0 %
8.579.644 $+899.012 $
+11,7 %
7.680.632 $+1.993.103 $
+35,0 %
Geneos Wealth Management Inc.10.249.462 $+1.627.542 $
+18,9 %
8.621.920 $+43.343 $
+0,5 %
8.578.577 $-278.623 $
-3,1 %
Mariner, LLC706.998 $-5.840.201 $
-89,2 %
6.547.199 $-3.672.196 $
-35,9 %
10.219.395 $-1.789.765 $
-14,9 %
Envestnet Portfolio Solutions, Inc.9.991.410 $
ELEVATION POINT WEALTH PARTNERS, LLC9.868.229 $
Vestmark Advisory Solutions, Inc.9.852.406 $
Stratos Wealth Partners, LTD.9.802.350 $+2.379.660 $
+32,1 %
7.422.690 $+3.073.945 $
+70,7 %
4.348.745 $+473.079 $
+12,2 %
WINNACLE WEALTH LLC9.232.595 $+628.709 $
+7,3 %
8.603.886 $-1.063.437 $
-11,0 %
9.667.323 $+315.018 $
+3,4 %
Pinnacle Wealth Management Group, Inc.9.546.662 $+905.720 $
+10,5 %
8.640.942 $+2.506.837 $
+40,9 %
6.134.105 $+241.897 $
+4,1 %
CCG WEALTH MANAGEMENT, LLC9.431.638 $+367.774 $
+4,1 %
9.063.864 $+7.371.548 $
+435,6 %
1.692.316 $+1.390.024 $
+459,8 %
Pallas Capital Advisors LLC9.428.542 $+1.092.345 $
+13,1 %
8.336.197 $-1.094.630 $
-11,6 %
9.430.827 $+325.088 $
+3,6 %
NewCorp Financial Services, Inc.9.327.022 $+1.249.394 $
+15,5 %
8.077.628 $+846.600 $
+11,7 %
7.231.028 $
EVOLUTION WEALTH MANAGEMENT INC.8.434.388 $+470.821 $
+5,9 %
7.963.567 $-998.758 $
-11,1 %
8.962.325 $+11.834 $
+0,1 %
NewEdge Advisors, LLC8.559.079 $+3.739.295 $
+77,6 %
4.819.784 $+54.267 $
+1,1 %
4.765.517 $-121.242 $
-2,5 %
Atria Investments, Inc240.855 $-8.210.737 $
-97,2 %
8.451.592 $+7.850.376 $
+1.305,7 %
601.216 $-178.340 $
-22,9 %
Snowden Capital Advisors LLC8.368.396 $+960.757 $
+13,0 %
7.407.639 $+1.883.458 $
+34,1 %
5.524.181 $
Farther Finance Advisors, LLC7.668.568 $+30.641 $
+0,4 %
7.637.927 $-708.781 $
-8,5 %
8.346.708 $+2.256.696 $
+37,1 %
6.090.012 $+1.170.289 $
+23,8 %
Perennial Investment Advisors, LLC8.047.683 $+894.428 $
+12,5 %
7.153.255 $+754.617 $
+11,8 %
6.398.638 $+1.333.241 $
+26,3 %
THRIVENT FINANCIAL FOR LUTHERANS7.141.000 $+1.038.000 $
+17,0 %
6.103.000 $-1.770.000 $
-22,5 %
7.873.000 $+3.528.000 $
+81,2 %
J.M. Arbour, LLC1.599.857 $-6.260.930 $
-79,6 %
7.860.787 $+506.991 $
+6,9 %
7.353.796 $
ATX Financial Planning, LLC7.840.243 $+543.150 $
+7,4 %
7.297.093 $-278.583 $
-3,7 %
7.575.676 $
WELLS FARGO & COMPANY/MN7.826.917 $+7.826.910 $
+111.813.000,0 %
7 $+0 $
+0,0 %
7 $-1.985 $
-99,6 %
Authentikos Wealth Advisory, LLC7.647.844 $-149.916 $
-1,9 %
Global Retirement Partners, LLC7.605.673 $+1.228.462 $
+19,3 %
6.377.211 $+733.595 $
+13,0 %
FIRST COMMONWEALTH FINANCIAL CORP /PA/7.247.677 $+508.587 $
+7,5 %
6.739.090 $-123.947 $
-1,8 %
6.863.037 $+248.145 $
+3,8 %
Triumph Capital Management7.181.711 $+753.545 $
+11,7 %
6.428.166 $-242.093 $
-3,6 %
6.670.259 $+2.303.783 $
+52,8 %
Worth Financial Advisory Group, LLC5.702.818 $-1.227.475 $
-17,7 %
6.930.293 $+1.255.291 $
+22,1 %
5.675.002 $-251.176 $
-4,2 %
CWM, LLC6.646.315 $+189.315 $
+2,9 %
6.457.000 $+4.729.000 $
+273,7 %
Kestra Advisory Services, LLC5.581.844 $-1.031.077 $
-15,6 %
6.612.921 $+480.486 $
+7,8 %
6.132.435 $+30.232 $
+0,5 %
INDEPENDENT FINANCIAL GROUP, LLC6.514.944 $+3.492.252 $
+115,5 %
3.022.692 $+1.269.857 $
+72,4 %
1.752.835 $+433.308 $
+32,8 %
Tradition Wealth Management, LLC6.390.019 $
HFG Wealth Management, LLC3.362.061 $-2.611.295 $
-43,7 %
5.973.356 $-384.433 $
-6,0 %
6.357.789 $+163.535 $
+2,6 %
Visionary Wealth Advisors6.307.849 $+637.773 $
+11,2 %
5.670.076 $+157.208 $
+2,9 %
5.512.868 $+2.474.664 $
+81,5 %
CENTAURUS FINANCIAL, INC.253.000 $-5.789.000 $
-95,8 %
6.042.000 $+5.784.000 $
+2.241,9 %
258.000 $+9.000 $
+3,6 %
XY Planning Network, Inc.360.453 $-5.618.463 $
-94,0 %
5.978.916 $-60.540 $
-1,0 %
6.039.456 $-871.195 $
-12,6 %
COMPASS CAPITAL CORP /MA/ /ADV4.878.663 $+335.764 $
+7,4 %
4.542.899 $-1.457.774 $
-24,3 %
6.000.673 $
OneDigital Investment Advisors LLC5.980.247 $+2.278.379 $
+61,5 %
3.701.868 $
STEPHENS INC /AR/1.747.252 $+215.168 $
+14,0 %
1.532.084 $-4.424.861 $
-74,3 %
5.956.945 $+443.815 $
+8,1 %
Independent Advisor Alliance1.930.734 $-3.933.044 $
-67,1 %
5.863.778 $+3.566.927 $
+155,3 %
2.296.851 $-492.791 $
-17,7 %
IHT Wealth Management, LLC5.770.578 $+2.546.457 $
+79,0 %
3.224.121 $+97.101 $
+3,1 %
3.127.020 $+255.051 $
+8,9 %
Integrated Wealth Concepts LLC5.659.752 $+4.189.360 $
+284,9 %
1.470.392 $
Steward Partners Investment Advisory, LLC5.091.518 $+12.980 $
+0,3 %
5.078.538 $-557.282 $
-9,9 %
5.635.820 $-1.273.221 $
-18,4 %
COFG Advisors, LLC5.464.510 $+541.351 $
+11,0 %
4.923.159 $+24.318 $
+0,5 %
4.898.841 $
Split Rock Private Trading & Wealth Management, LLC5.361.894 $+4.931.774 $
+1.146,6 %
430.120 $
Janney Montgomery Scott LLC4.964.000 $+342.000 $
+7,4 %
4.622.000 $+120.000 $
+2,7 %
4.502.000 $+914.000 $
+25,5 %
Holos Integrated Wealth LLC4.851.376 $+696.434 $
+16,8 %
4.154.942 $+169.834 $
+4,3 %
3.985.108 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.848.206 $+681.499 $
+16,4 %
4.166.707 $-196.126 $
-4,5 %
4.362.833 $+302.446 $
+7,4 %
Concurrent Investment Advisors, LLC2.392.908 $+374.666 $
+18,6 %
2.018.242 $-2.731.168 $
-57,5 %
4.749.410 $+2.621.292 $
+123,2 %
Trek Financial, LLC3.476.448 $-442.527 $
-11,3 %
3.918.975 $-528.375 $
-11,9 %
4.447.350 $-266.576 $
-5,7 %
BEACON FINANCIAL GROUP4.400.564 $+255.851 $
+6,2 %
4.144.713 $-191.173 $
-4,4 %
4.335.886 $+122.317 $
+2,9 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.529.242 $-728.269 $
-17,1 %
4.257.511 $+163.756 $
+4,0 %
4.093.755 $-606.666 $
-12,9 %
HARBOUR INVESTMENTS, INC.3.767.210 $+662.554 $
+21,3 %
3.104.656 $-985.664 $
-24,1 %
4.090.320 $+393.627 $
+10,6 %
GWN SECURITIES INC.4.075.064 $+856.319 $
+26,6 %
3.218.745 $+825.084 $
+34,5 %
2.393.661 $+550.127 $
+29,8 %
Intrua Financial, LLC4.064.388 $+389.750 $
+10,6 %
3.674.638 $
Signal Advisors Wealth, LLC3.981.372 $+929.604 $
+30,5 %
3.051.768 $+564.187 $
+22,7 %
2.487.581 $+228.090 $
+10,1 %
USAdvisors Wealth Management, LLC3.658.000 $-190.000 $
-4,9 %
3.848.000 $+7.000 $
+0,2 %
3.841.000 $
COLUMBIA ADVISORY PARTNERS LLC3.828.840 $+394.852 $
+11,5 %
3.433.988 $+733.346 $
+27,2 %
2.700.642 $+1.237.103 $
+84,5 %
Ameritas Advisory Services, LLC3.556.316 $+2.135.525 $
+150,3 %
1.420.791 $-325.447 $
-18,6 %
1.746.238 $
Beacon Financial Advisory LLC3.324.978 $+519.320 $
+18,5 %
2.805.658 $+93.029 $
+3,4 %
2.712.629 $+252.242 $
+10,3 %
Concorde Asset Management, LLC2.761.449 $-470.436 $
-14,6 %
3.231.885 $+88.703 $
+2,8 %
Davies Financial Advisors, Inc.1.219.782 $-1.961.070 $
-61,7 %
3.180.852 $-4.471.520 $
-58,4 %
WorthPointe, LLC3.129.918 $+239.754 $
+8,3 %
2.890.164 $+1.061.613 $
+58,1 %
1.828.551 $+932.485 $
+104,1 %
Cooper Financial Group2.913.108 $
JANE STREET GROUP, LLC2.809.633 $+1.660.482 $
+144,5 %
1.149.151 $+768.572 $
+201,9 %
380.579 $-876.117 $
-69,7 %
CreativeOne Wealth, LLC2.741.655 $+1.527.623 $
+125,8 %
1.214.032 $-49.713 $
-3,9 %
1.263.745 $
Sonoma Allocations LLC2.383.413 $-328.161 $
-12,1 %
2.711.574 $-1.454.385 $
-34,9 %
Summit Financial, LLC2.698.346 $+2.051.452 $
+317,1 %
Mutual Advisors, LLC416.708 $-1.159.930 $
-73,6 %
1.576.638 $-996.102 $
-38,7 %
2.572.740 $+319.942 $
+14,2 %
Advisor Resource Council811.571 $+23.661 $
+3,0 %
787.910 $-1.775.935 $
-69,3 %
2.563.845 $-102.207 $
-3,8 %
Selby Wealth Management, LLC2.518.913 $+305.752 $
+13,8 %
2.213.161 $-109.525 $
-4,7 %
2.322.686 $
FLAGSHIP HARBOR ADVISORS, LLC2.016.185 $+197.149 $
+10,8 %
1.819.036 $-535.890 $
-22,8 %
2.354.926 $+385.642 $
+19,6 %
MILESTONE ASSET MANAGEMENT, LLC2.261.133 $+149.468 $
+7,1 %
2.111.665 $-97.617 $
-4,4 %
2.209.282 $-131.090 $
-5,6 %
RDA Financial Network2.241.465 $+121.025 $
+5,7 %
2.120.440 $
Meridian Wealth Management, LLC2.140.881 $-85.310 $
-3,8 %
2.226.191 $+514.044 $
+30,0 %
1.712.147 $+606.242 $
+54,8 %
Balance Wealth Partners LLC2.059.972 $+291.533 $
+16,5 %
1.768.439 $-420.300 $
-19,2 %
2.188.739 $-74.898 $
-3,3 %
Collaborative Wealth Managment Inc.2.038.731 $
SIGNATUREFD, LLC1.858.244 $-12.997 $
-0,7 %
1.871.241 $-130.494 $
-6,5 %
2.001.735 $
Kellett Wealth Advisors, LLC1.972.518 $+118.025 $
+6,4 %
1.854.493 $-144.314 $
-7,2 %
1.998.807 $+57.366 $
+3,0 %
Whipplewood Advisors, LLC119.058 $-1.756.503 $
-93,7 %
1.875.561 $-87.897 $
-4,5 %
1.963.458 $+159.436 $
+8,8 %
Equitable Holdings, Inc.1.909.017 $+1.626.596 $
+575,9 %
282.421 $+3.759 $
+1,3 %
278.662 $+40.504 $
+17,0 %
Ballast Rock Private Wealth LLC1.829.673 $+45.700 $
+2,6 %
1.783.973 $+319.201 $
+21,8 %
1.464.772 $
TRUIST FINANCIAL CORP1.827.531 $+162.908 $
+9,8 %
1.664.623 $+105.015 $
+6,7 %
1.559.608 $+329.651 $
+26,8 %
JPMORGAN CHASE & CO1.753.617 $-2.228 $
-0,1 %
1.755.845 $-1.831.867 $
-51,1 %
Quantinno Capital Management LP1.749.526 $+196.435 $
+12,6 %
1.553.091 $+973.129 $
+167,8 %
579.962 $+356.423 $
+159,4 %
CoreCap Advisors, LLC1.746.861 $+1.067.544 $
+157,1 %
679.317 $+216.119 $
+46,7 %
463.198 $-2.823 $
-0,6 %
466.021 $-25.608 $
-5,2 %
9823 Capital, L.P.1.564.825 $-111.390 $
-6,6 %
1.676.215 $+262.391 $
+18,6 %
1.413.824 $
Kraft, Davis & Associates, LLC1.627.964 $-18.128 $
-1,1 %
RED REEF ADVISORS LLC1.589.689 $+111.817 $
+7,6 %
1.477.872 $-9.613 $
-0,6 %
1.487.485 $
CGN Advisors LLC1.457.977 $+345.076 $
+31,0 %
1.112.901 $+136.885 $
+14,0 %
976.016 $+178.816 $
+22,4 %
Benson Wealth Management INC1.452.576 $+559.677 $
+62,7 %
892.899 $+790.686 $
+773,6 %
102.213 $
CITADEL ADVISORS LLC393.473 $-1.040.292 $
-72,6 %
1.433.765 $+1.323.530 $
+1.200,6 %
Mosley Wealth Management442.473 $-961.911 $
-68,5 %
1.404.384 $-11.690 $
-0,8 %
1.416.074 $
Innovative Advisory Group, LLC1.409.606 $-18.721 $
-1,3 %
Sequoia Financial Advisors, LLC980.936 $-51.266 $
-5,0 %
1.032.202 $-375.740 $
-26,7 %
1.407.942 $+31.704 $
+2,3 %
Core Wealth Advisors, Inc.1.406.491 $+302.230 $
+27,4 %
1.104.261 $+214.203 $
+24,1 %
890.058 $
Valmark Advisers, Inc.1.406.096 $+1.174.799 $
+507,9 %
231.297 $-16.409 $
-6,6 %
Glen Eagle Advisors, LLC1.403.751 $+160.845 $
+12,9 %
1.242.906 $-50.894 $
-3,9 %
1.293.800 $+79.397 $
+6,5 %
Sigma Planning Corp880.541 $-517.861 $
-37,0 %
1.398.402 $+709.621 $
+103,0 %
688.781 $+17.542 $
+2,6 %
Lifeworks Advisors, LLC1.379.093 $+228.043 $
+19,8 %
SAGESPRING WEALTH PARTNERS, LLC1.368.380 $+207.357 $
+17,9 %
1.161.023 $+52.085 $
+4,7 %
1.108.938 $+322.317 $
+41,0 %
SeaCrest Wealth Management, LLC1.277.203 $-86.495 $
-6,3 %
1.363.698 $
Arax Advisory Partners1.268.007 $+197.164 $
+18,4 %
1.070.843 $+184.762 $
+20,9 %
886.081 $
HBW ADVISORY SERVICES LLC575.228 $-103.936 $
-15,3 %
679.164 $-588.415 $
-46,4 %
1.267.579 $-46.327 $
-3,5 %
Addison Capital Co1.264.933 $+118.075 $
+10,3 %
1.146.858 $
Nest Investments, LLC1.220.931 $+126.220 $
+11,5 %
1.094.711 $+101.197 $
+10,2 %
993.514 $
Bright Futures Wealth Management, LLC.1.184.819 $
Amicus Financial Advisors, LLC1.137.879 $
Marshall & Sterling Wealth Advisors Inc.1.079.665 $-25.269 $
-2,3 %
1.104.934 $
COMPASS FINANCIAL MANAGEMENT LLC1.080.266 $
Aptus Capital Advisors, LLC172.414 $-529.263 $
-75,4 %
701.677 $-367.484 $
-34,4 %
1.069.161 $+1.067.648 $
+70.565,0 %
Ifrah Financial Services, Inc.1.054.766 $+82.760 $
+8,5 %
972.006 $+182.712 $
+23,1 %
789.294 $+86.425 $
+12,3 %
SECURED RETIREMENT ADVISORS, LLC1.046.945 $+105.783 $
+11,2 %
941.162 $-71.456 $
-7,1 %
1.012.618 $-95.052 $
-8,6 %
Claro Advisors Inc.970.322 $-25.236 $
-2,5 %
995.558 $-44.039 $
-4,2 %
1.039.597 $+7.332 $
+0,7 %
Castleview Partners, LLC998.483 $+32.015 $
+3,3 %
966.468 $+80.651 $
+9,1 %
885.817 $-59.789 $
-6,3 %
945.606 $-42.481 $
-4,3 %
CFS Investment Advisory Services, LLC996.413 $+103.926 $
+11,6 %
892.487 $
Keebeck Wealth Management974.564 $
KFG WEALTH MANAGEMENT, LLC969.912 $+587.661 $
+153,7 %
382.251 $
MPWM ADVISORY SOLUTIONS, LLC398.146 $+23.205 $
+6,2 %
374.941 $-592.587 $
-61,2 %
967.528 $-4.433.146 $
-82,1 %
GOLDMAN SACHS GROUP INC953.552 $+90.652 $
+10,5 %
862.900 $
Freedom Investment Management, Inc.949.029 $+456.901 $
+92,8 %
492.128 $-44.038 $
-8,2 %
536.166 $-94.431 $
-15,0 %
Gateway Wealth Partners, LLC428.331 $-515.717 $
-54,6 %
944.048 $+462.913 $
+96,2 %
481.135 $+97.559 $
+25,4 %
Clearstead Advisors, LLC853.775 $+70.152 $
+9,0 %
783.623 $-152.547 $
-16,3 %
936.170 $+497.469 $
+113,4 %
Virtue Capital Management, LLC927.116 $+520.683 $
+128,1 %
406.433 $+50.081 $
+14,1 %
356.352 $
TOUNJIAN ADVISORY PARTNERS, LLC926.451 $
Innovative Asset Advisors Group, LLC926.164 $+925.670 $
+187.382,6 %
494 $
Well Done, LLC921.638 $+72.045 $
+8,5 %
849.593 $+382.429 $
+81,9 %
467.164 $-684.247 $
-59,4 %
Archford Capital Strategies, LLC827.965 $+55.000 $
+7,1 %
772.965 $-91.623 $
-10,6 %
864.588 $-173.256 $
-16,7 %
NewEdge Wealth, LLC851.103 $+11.395 $
+1,4 %
839.708 $
Occidental Asset Management, LLC848.529 $+160.513 $
+23,3 %
688.016 $+324.023 $
+89,0 %
363.993 $+56.837 $
+18,5 %
SARD WEALTH MANAGEMENT GROUP, LLC846.615 $+70.230 $
+9,0 %
776.385 $-31.308 $
-3,9 %
807.693 $+18.891 $
+2,4 %
Cornerstone Wealth Management, LLC845.173 $+113.811 $
+15,6 %
731.362 $-22.499 $
-3,0 %
753.861 $+528.672 $
+234,8 %
SILVER OAK SECURITIES, INCORPORATED845.000 $+514.556 $
+155,7 %
330.444 $
GTS SECURITIES LLC833.795 $+327.362 $
+64,6 %
506.433 $+311.421 $
+159,7 %
Jacobi Capital Management LLC822.076 $+68.194 $
+9,0 %
753.882 $-30.401 $
-3,9 %
784.283 $+18.341 $
+2,4 %
World Investment Advisors789.452 $+767 $
+0,1 %
788.685 $-32.244 $
-3,9 %
820.929 $+1.986 $
+0,2 %
TCFG WEALTH MANAGEMENT, LLC728.167 $-78.848 $
-9,8 %
807.015 $+170.142 $
+26,7 %
Coppell Advisory Solutions LLC804.352 $
MGO ONE SEVEN LLC777.194 $
Tortuga Wealth Management, Inc738.284 $+523.008 $
+242,9 %
215.276 $-110.281 $
-33,9 %
325.557 $
TCFG Investment Advisors, LLC644.390 $-83.777 $
-11,5 %
728.167 $
SOUTHERN CAPITAL ADVISORS, LLC707.086 $+118.627 $
+20,2 %
588.459 $-24.981 $
-4,1 %
613.440 $+8.702 $
+1,4 %
IMG Wealth Management, Inc.654.625 $+33.357 $
+5,4 %
621.268 $-67.977 $
-9,9 %
689.245 $
Smartleaf Asset Management LLC668.390 $+61.617 $
+10,2 %
606.773 $
HIGHLINE WEALTH PARTNERS LLC661.738 $
LifePlan Investment Advisors, Inc.617.319 $
Focus Advisor Solutions, LLC605.706 $+49.769 $
+9,0 %
555.937 $-22.765 $
-3,9 %
578.702 $
IBEX WEALTH ADVISORS584.530 $+248.418 $
+73,9 %
336.112 $
WCG Wealth Advisors LLC413.516 $-64.091 $
-13,4 %
477.607 $-93.658 $
-16,4 %
571.265 $
FORONJY FINANCIAL LLC570.383 $+47.811 $
+9,1 %
522.572 $-21.073 $
-3,9 %
543.645 $+240.617 $
+79,4 %
KESTRA PRIVATE WEALTH SERVICES, LLC548.966 $+89.729 $
+19,5 %
459.237 $-18.519 $
-3,9 %
477.756 $+42.003 $
+9,6 %
Western Wealth Management, LLC541.238 $+44.585 $
+9,0 %
496.653 $-42.039 $
-7,8 %
538.692 $+107.165 $
+24,8 %
Beacon Financial Strategies CORP539.619 $
Financial Futures Ltd Liability Co.358.066 $-181.306 $
-33,6 %
539.372 $-348.227 $
-39,2 %
Golden State Wealth Management, LLC536.528 $+50.049 $
+10,3 %
486.479 $+33.892 $
+7,5 %
452.587 $+32.230 $
+7,7 %
MARIPAU WEALTH MANAGEMENT LLC536.416 $
William Mack & Associates, Inc.504.704 $-25.269 $
-4,8 %
529.973 $+173.636 $
+48,7 %
FLOW TRADERS U.S. LLC505.000 $
SMI Advisory Services, LLC281.203 $-212.627 $
-43,1 %
493.830 $
B. Riley Wealth Advisors, Inc.493.558 $
WealthPlan Investment Management, LLC490.063 $+40.653 $
+9,0 %
449.410 $-26.441 $
-5,6 %
475.851 $+11.130 $
+2,4 %
Diligent Investors, LLC479.935 $+38.195 $
+8,6 %
441.740 $-18.641 $
-4,0 %
460.381 $+8.565 $
+1,9 %
VestGen Advisors, LLC472.759 $+34.435 $
+7,9 %
438.324 $-7.166 $
-1,6 %
445.490 $-273.128 $
-38,0 %
WEALTHGARDEN F.S. LLC469.314 $+61.933 $
+15,2 %
407.381 $+18.647 $
+4,8 %
388.734 $+9.264 $
+2,4 %
CRA Financial Services, LLC454.087 $+37.311 $
+9,0 %
416.776 $-45.264 $
-9,8 %
462.040 $+10.404 $
+2,3 %
SLT Holdings LLC444.466 $-15.469 $
-3,4 %
459.935 $-305.180 $
-39,9 %
Savvy Advisors, Inc.458.300 $+92.653 $
+25,3 %
365.647 $+1.125 $
+0,3 %
364.522 $
Apollon Financial, LLC451.270 $+37.079 $
+9,0 %
414.191 $
John W. Brooker & Co., CPAs316.489 $-84.680 $
-21,1 %
401.169 $-34.517 $
-7,9 %
435.686 $-28.415 $
-6,1 %
Sovran Advisors, LLC369.718 $-26.329 $
-6,6 %
396.047 $-26.833 $
-6,3 %
422.880 $-25.237 $
-5,6 %
Portfolio Resources Advisor Group, Inc.419.959 $
Worth Asset Management, LLC414.701 $+7.798 $
+1,9 %
406.903 $+33.434 $
+9,0 %
373.469 $-18.979 $
-4,8 %
392.448 $+3.937 $
+1,0 %
GREAT VALLEY ADVISOR GROUP, INC.406.000 $
PRIVATE TRUST CO NA393.902 $+182.316 $
+86,2 %
211.586 $+59.760 $
+39,4 %
151.826 $+31.414 $
+26,1 %
Cypress Wealth Services, LLC381.209 $+31.323 $
+9,0 %
349.886 $+20.505 $
+6,2 %
329.381 $
Keystone Wealth Services, LLC362.053 $-6.248 $
-1,7 %
Old Port Advisors356.672 $+29.307 $
+9,0 %
327.365 $-13.406 $
-3,9 %
340.771 $+7.674 $
+2,3 %
Walser Wealth Management Company, A Ltd Liability Co92.732 $-262.890 $
-73,9 %
355.622 $+180.850 $
+103,5 %
174.772 $
Belpointe Asset Management LLC226.689 $-126.824 $
-35,9 %
353.513 $+26.505 $
+8,1 %
Encompass More Asset Management350.268 $+236.322 $
+207,4 %
113.946 $+242 $
+0,2 %
Disciplined Investments, LLC340.739 $+27.998 $
+9,0 %
312.741 $-12.807 $
-3,9 %
325.548 $
Wealthcare Advisory Partners LLC320.833 $-16.990 $
-5,0 %
337.823 $+119.929 $
+55,0 %
217.894 $
YARGER WEALTH STRATEGIES, LLC251.396 $-67.816 $
-21,2 %
319.212 $-12.873 $
-3,9 %
332.085 $+7.766 $
+2,4 %
Leelyn Smith, LLC322.683 $+26.514 $
+9,0 %
296.169 $-27.609 $
-8,5 %
323.778 $-17.426 $
-5,1 %
SMITH, MOORE & CO.319.558 $+19.175 $
+6,4 %
300.383 $-14.143 $
-4,5 %
314.526 $+7.082 $
+2,3 %
Nicht ausgewiesen312.651 $+25.759 $
+9,0 %
286.892 $
Sunbelt Securities, Inc.266.460 $-45.928 $
-14,7 %
312.388 $+7.034 $
+2,3 %
BCS Wealth Management303.800 $
Focus Partners Wealth300.500 $
ROYAL BANK OF CANADA299.000 $+101.000 $
+51,0 %
198.000 $-42.000 $
-17,5 %
GILPIN WEALTH MANAGEMENT, LLC291.931 $+18.205 $
+6,7 %
273.726 $+72.597 $
+36,1 %
201.129 $+110.084 $
+120,9 %
91.045 $
Perigon Wealth Management, LLC289.736 $
Founders Financial Alliance, LLC288.770 $
Merit Financial Group, LLC287.104 $+31.991 $
+12,5 %
255.113 $+5.785 $
+2,3 %
249.328 $-2.010.076 $
-89,0 %
Sanctuary Advisors, LLC274.850 $
Sowell Financial Services LLC274.497 $
FIDUCIARY FINANCIAL GROUP, LLC228.316 $+18.760 $
+9,0 %
209.556 $-63.208 $
-23,2 %
272.764 $+6.142 $
+2,3 %
Financial Designs Corp261.939 $-945 $
-0,4 %
262.884 $
Forza Wealth Management, LLC258.409 $
WEDBUSH SECURITIES INC251.000 $-10.000 $
-3,8 %
Capital Investment Management, Inc.244.788 $
JOHNSON INVESTMENT COUNSEL INC244.382 $+5.503 $
+2,3 %
First Heartland Consultants, Inc.240.205 $+2.282 $
+1,0 %
237.923 $+19.550 $
+9,0 %
218.373 $+9.487 $
+4,5 %
208.886 $
Pine Valley Investments Ltd Liability Co240.161 $
Bell Bank236.490 $-2.402 $
-1,0 %
238.892 $
Orion Porfolio Solutions, LLC227.738 $+7.877 $
+3,6 %
219.861 $
Elevation Wealth Management LLC223.719 $+18.339 $
+8,9 %
205.380 $
Strategic Financial Concepts, LLC222.729 $
Sound View Wealth Advisors Group, LLC219.294 $+7.608 $
+3,6 %
211.686 $-8.668 $
-3,9 %
220.354 $-13.305 $
-5,7 %
Creative Planning214.235 $
MORGAN STANLEY28.306 $-184.060 $
-86,7 %
212.366 $+147.173 $
+225,7 %
65.193 $+1.512 $
+2,4 %
Pinnacle Family Advisors, LLC204.789 $
Jefferies Financial Group Inc.203.471 $
Macro Advisors, Inc.203.124 $
Transamerica Financial Advisors, LLC202.239 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO192.596 $-1.041 $
-0,5 %
193.637 $-43.770 $
-18,4 %
Financial Network Wealth Advisors LLC187.074 $+15.371 $
+9,0 %
171.703 $
AMERIFLEX GROUP, INC.182.098 $
FIFTH THIRD BANCORP178.317 $+40.997 $
+29,9 %
137.320 $
Avior Wealth Management, LLC113.805 $-16.393 $
-12,6 %
130.198 $-42.409 $
-24,6 %
172.607 $-210.588 $
-55,0 %
DecisionPoint Financial, LLC150.325 $-1.837 $
-1,2 %
152.162 $-21.269 $
-12,3 %
Sound Income Strategies, LLC145.804 $
COMERICA BANK142.943 $+3.219 $
+2,3 %
CREATIVE FINANCIAL DESIGNS INC /ADV141.827 $+13.496 $
+10,5 %
128.331 $+105.835 $
+470,5 %
22.496 $
Regatta Research & Money Management135.920 $
HAZLETT, BURT & WATSON, INC.118.000 $+1.000 $
+0,9 %
117.000 $-16.000 $
-12,0 %
133.000 $-18.000 $
-11,9 %
Empirical Asset Management, LLC116.277 $
Triad Wealth Partners, LLC106.245 $
Physician Wealth Advisors, Inc.104.166 $+8.559 $
+9,0 %
95.607 $
Keating Financial Advisory Services, Inc.94.328 $+7.751 $
+9,0 %
86.577 $-3.546 $
-3,9 %
90.123 $
VIMA LLC93.479 $
IFP Advisors, Inc85.339 $+8.853 $
+11,6 %
76.486 $+3.135 $
+4,3 %
73.351 $+4.209 $
+6,1 %
Allworth Financial LP30.864 $-44.383 $
-59,0 %
75.247 $-3.081 $
-3,9 %
78.328 $+1.764 $
+2,3 %
Dunhill Financial, LLC17.395 $-56.136 $
-76,3 %
73.531 $+59.438 $
+421,8 %
14.093 $+330 $
+2,4 %
UBS Group AG71.278 $+66.722 $
+1.464,5 %
4.556 $-43.282 $
-90,5 %
47.838 $-144.688 $
-75,2 %
Ashton Thomas Private Wealth, LLC70.023 $+67.438 $
+2.608,8 %
2.585 $
Luminist Capital LLC51.594 $+38.368 $
+290,1 %
13.226 $-1.272.171 $
-99,0 %
SageView Advisory Group, LLC44.859 $
BLAIR WILLIAM & CO/IL42.882 $
IFG Advisory, LLC34.722 $+2.853 $
+9,0 %
31.869 $
Root Financial Partners, LLC29.171 $
GeoWealth Management, LLC3.438 $-20.670 $
-85,7 %
24.108 $+7.992 $
+49,6 %
16.116 $-7.474.218 $
-99,8 %
Covestor Ltd21.000 $+14.000 $
+200,0 %
7.000 $
MARSHALL INVESTMENT MANAGEMENT, LLC18.944 $
Motiv8 Investments LLC16.000 $
JONES FINANCIAL COMPANIES LLLP3.096 $+1.421 $
+84,8 %
1.675 $-13.293 $
-88,8 %
14.968 $-43.834 $
-74,5 %
ASSETMARK, INC14.429 $+1.186 $
+9,0 %
13.243 $+6.792 $
+105,3 %
6.451 $+146 $
+2,3 %
Ascentis Independent Advisors14.164 $
Cape Investment Advisory, Inc.11.625 $+535 $
+4,8 %
11.090 $
EFG International AG11.613 $
Johnson Financial Group, Inc.11.350 $
BlackRock, Inc.11.188 $
COUNTRY TRUST BANK10.802 $
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.938 $+406 $
+9,0 %
4.532 $-186 $
-3,9 %
4.718 $-7.784 $
-62,3 %
Gen-Wealth Partners Inc4.532 $
Quest 10 Wealth Builders, Inc.4.369 $-44 $
-1,0 %
4.413 $+9 $
+0,2 %
Archer Investment Corp4.166 $+2.254 $
+117,9 %
1.912 $
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3.745 $
Russell Investments Group, Ltd.1.505 $
EXCHANGE TRADED CONCEPTS, LLC1.364 $-293 $
-17,7 %
N.E.W. Advisory Services LLC1.085 $+15 $
+1,4 %
Spire Wealth Management1.003 $
VANGUARD ADVISERS INC108 $+11 $
+11,3 %
97 $
FMR LLC32 $
Beacon Capital Management, Inc.8 $+0 $
+0,0 %
8 $-7 $
-46,7 %
15 $+1 $
+7,1 %
11.663.547 $-62.901.251 $
+8,8 %
1.988.384.741 $+358.369.605 $
+554.526,1 %
1.642.475.187 $+162.689.556 $
+52,3 %
1.481.326.355 $+121.091.364 $
+463,0 %
Erweitert ×