| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 35.471.830 $ | +3.920.149 $ | +18,0 % | 78.765.649 $ | +16.106.352 $ | +43,2 % | 51.383.381 $ | +7.161.906 $ | +59,7 % | 38.353.386 $ | +3.923.344 $ | +37,6 % |
| FOCUSED ALPHA, LLC | 11.855.568 $ | +2.382.649 $ | +25,2 % | 9.472.919 $ | ||||||||
| Strive Financial Group ,LLC | 10.964.767 $ | +8.712.767 $ | +386,9 % | 2.252.000 $ | +31.095 $ | +1,4 % | 2.220.905 $ | |||||
| GeoWealth Management, LLC | 9.020.780 $ | +4.488.776 $ | +99,0 % | 4.532.004 $ | +3.152.021 $ | +228,4 % | 1.379.983 $ | +744.725 $ | +117,2 % | |||
| CreativeOne Wealth, LLC | 3.093.624 $ | -3.106.706 $ | -50,1 % | 6.200.330 $ | -2.777.099 $ | -30,9 % | 8.977.429 $ | +291.099 $ | +3,4 % | |||
| CONTINENTAL INVESTORS SERVICES, INC. | 5.806.039 $ | +2.538.309 $ | +77,7 % | 3.267.730 $ | +2.511.273 $ | +332,0 % | 756.457 $ | +401.411 $ | +113,1 % | |||
| Arete Wealth Advisors, LLC | 5.012.430 $ | +1.414.303 $ | +39,3 % | 3.598.127 $ | -558.973 $ | -13,4 % | 4.157.100 $ | +213.100 $ | +5,4 % | |||
| LPL Financial LLC | 4.418.585 $ | +2.065.308 $ | +87,8 % | 2.353.277 $ | ||||||||
| Prosperity Financial Group, Inc. | 4.315.136 $ | +162.527 $ | +3,9 % | 4.152.609 $ | +627.562 $ | +17,8 % | 3.525.047 $ | -433.406 $ | -10,9 % | 3.958.453 $ | +245.576 $ | +6,6 % |
| ENVESTNET ASSET MANAGEMENT INC | 1.405.153 $ | -2.587.084 $ | -64,8 % | 3.992.237 $ | +3.518.924 $ | +743,5 % | 473.313 $ | +116.887 $ | +32,8 % | |||
| TRUIST FINANCIAL CORP | 1.277.932 $ | +245.559 $ | +23,8 % | 1.032.373 $ | -2.648.801 $ | -72,0 % | 3.681.174 $ | |||||
| Strategic Blueprint, LLC | 2.765.212 $ | -236.889 $ | -7,9 % | 3.002.101 $ | +1.034.359 $ | +52,6 % | 1.967.742 $ | +9.465 $ | +0,5 % | 1.958.277 $ | +277.940 $ | +16,5 % |
| Advisory Services Network, LLC | 2.552.951 $ | +1.611.555 $ | +171,2 % | 941.396 $ | +474.281 $ | +101,5 % | 467.115 $ | -2.840 $ | -0,6 % | |||
| GOLDMAN SACHS GROUP INC | 2.391.659 $ | |||||||||||
| M1 Capital Management LLC | 2.004.369 $ | +453.022 $ | +29,2 % | 1.551.347 $ | +19.001 $ | +1,2 % | 1.532.346 $ | +202.362 $ | +15,2 % | |||
| CoreCap Advisors, LLC | 1.771.206 $ | +179.704 $ | +11,3 % | 1.591.502 $ | +311.228 $ | +24,3 % | 1.280.274 $ | +160.211 $ | +14,3 % | 1.120.063 $ | +475.591 $ | +73,8 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 223.372 $ | -1.110.311 $ | -83,3 % | 1.333.683 $ | -5.428 $ | -0,4 % | 1.339.111 $ | +1.008.778 $ | +305,4 % | 330.333 $ | -4.590 $ | -1,4 % |
| Koshinski Asset Management, Inc. | 1.198.105 $ | +115.201 $ | +10,6 % | 1.082.904 $ | +182.410 $ | +20,3 % | 900.494 $ | +133.621 $ | +17,4 % | 766.873 $ | +499.539 $ | +186,9 % |
| Axim Planning & Wealth | 1.109.027 $ | +204.205 $ | +22,6 % | 904.822 $ | +30.520 $ | +3,5 % | 874.302 $ | +307.452 $ | +54,2 % | |||
| Advyzon Investment Management, LLC | 1.053.357 $ | +333.198 $ | +46,3 % | 720.159 $ | +122.609 $ | +20,5 % | 597.550 $ | |||||
| Sanctuary Advisors, LLC | 1.052.871 $ | +724.965 $ | +221,1 % | 327.906 $ | ||||||||
| TRUE Private Wealth Advisors | 1.009.478 $ | +312.810 $ | +44,9 % | 696.668 $ | +100.004 $ | +16,8 % | 596.664 $ | -22.009 $ | -3,6 % | 618.673 $ | -39.992 $ | -6,1 % |
| EJMK Ventures LLC | 561.482 $ | -167.933 $ | -23,0 % | 729.415 $ | +131.824 $ | +22,1 % | 597.591 $ | -410.513 $ | -40,7 % | 1.008.104 $ | ||
| Ignite Planners, LLC | 978.111 $ | +697.780 $ | +248,9 % | 280.331 $ | ||||||||
| Wayfinding Financial, LLC | 851.000 $ | +181.000 $ | +27,0 % | 670.000 $ | -70.000 $ | -9,5 % | 740.000 $ | +12.000 $ | +1,6 % | |||
| Cambridge Investment Research Advisors, Inc. | 423.000 $ | -341.000 $ | -44,6 % | 764.000 $ | +457.000 $ | +148,9 % | 307.000 $ | -11.000 $ | -3,5 % | 318.000 $ | +14.000 $ | +4,6 % |
| Hardworking Capital Advisors, LLC | 744.955 $ | +108.385 $ | +17,0 % | 636.570 $ | -31.546 $ | -4,7 % | 668.116 $ | |||||
| VICTORY FINANCIAL GROUP, LLC | 295.586 $ | -146.060 $ | -33,1 % | 441.646 $ | -261.694 $ | -37,2 % | 703.340 $ | -50.436 $ | -6,7 % | |||
| Navigation Wealth Management, Inc. | 697.367 $ | +40.220 $ | +6,1 % | 657.147 $ | +155.350 $ | +31,0 % | 501.797 $ | +19.573 $ | +4,1 % | 482.224 $ | +30.702 $ | +6,8 % |
| GK Wealth Management LLC | 511.011 $ | -184.202 $ | -26,5 % | 695.213 $ | +154.342 $ | +28,5 % | 540.871 $ | -28.561 $ | -5,0 % | |||
| Balboa Wealth Partners | 635.938 $ | -37.067 $ | -5,5 % | 673.005 $ | +92.698 $ | +16,0 % | 580.307 $ | +165.342 $ | +39,8 % | 414.965 $ | +61.971 $ | +17,6 % |
| Vise Technologies, Inc. | 298.732 $ | -369.116 $ | -55,3 % | 667.848 $ | +0 $ | +0,0 % | 667.848 $ | |||||
| Vantus Wealth LLC | 636.617 $ | +242.750 $ | +61,6 % | 393.867 $ | ||||||||
| Farther Finance Advisors, LLC | 596.462 $ | +203.438 $ | +51,8 % | 393.024 $ | ||||||||
| Faithward Advisors, LLC | 582.305 $ | +229.644 $ | +65,1 % | 352.661 $ | +75.223 $ | +27,1 % | 277.438 $ | +17.408 $ | +6,7 % | |||
| Alteri Wealth LLC | 548.936 $ | +148.419 $ | +37,1 % | 400.517 $ | -30.838 $ | -7,1 % | 431.355 $ | +24.237 $ | +6,0 % | |||
| Revisor Wealth Management LLC | 524.974 $ | +9.825 $ | +1,9 % | 515.149 $ | +90.682 $ | +21,4 % | 424.467 $ | +209.320 $ | +97,3 % | 215.147 $ | ||
| Cooper Financial Group | 469.043 $ | |||||||||||
| MML INVESTORS SERVICES, LLC | 458.681 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 454.354 $ | +179.926 $ | +65,6 % | 274.428 $ | +35.784 $ | +15,0 % | ||||||
| Creative Planning | 324.847 $ | +4.033 $ | +1,3 % | 320.814 $ | +11.294 $ | +3,6 % | 309.520 $ | -113.193 $ | -26,8 % | 422.713 $ | +49.125 $ | +13,1 % |
| HighTower Advisors, LLC | 375.767 $ | +71.596 $ | +23,5 % | 304.171 $ | ||||||||
| Rothschild Wealth LLC | 350.470 $ | |||||||||||
| Paragon Private Wealth Management, LLC | 311.976 $ | +61.649 $ | +24,6 % | 250.327 $ | +40.147 $ | +19,1 % | 210.180 $ | |||||
| CITADEL ADVISORS LLC | 279.584 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 265.141 $ | +41.492 $ | +18,6 % | 223.649 $ | ||||||||
| UNIQUE WEALTH, LLC | 219.816 $ | |||||||||||
| Simplicity Wealth,LLC | 211.359 $ | -430.913 $ | -67,1 % | |||||||||
| Stirlingshire Investments, Inc. | 205.313 $ | |||||||||||
| Latitude Advisors, LLC | 171.580 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 143.018 $ | |||||||||||
| Rossby Financial, LCC | 79.835 $ | +3.372 $ | +4,4 % | 76.463 $ | +9.183 $ | +13,6 % | 67.280 $ | -5.104 $ | -7,1 % | 72.384 $ | +22.770 $ | +45,9 % |
| HARBOUR INVESTMENTS, INC. | 61.081 $ | +39.634 $ | +184,8 % | 21.447 $ | +13.759 $ | +179,0 % | 7.688 $ | +5.869 $ | +322,6 % | |||
| Arax Advisory Partners | 42.077 $ | +5.578 $ | +15,3 % | 36.499 $ | +9.649 $ | +35,9 % | 26.850 $ | |||||
| Global Retirement Partners, LLC | 26.219 $ | |||||||||||
| Nova Financial LLC | 15.562 $ | |||||||||||
| Sunbelt Securities, Inc. | 13.508 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 10.724 $ | +5.989 $ | +126,5 % | 4.735 $ | ||||||||
| Cornerstone Planning Group LLC | 7.590 $ | +263 $ | +3,6 % | 7.327 $ | +2.596 $ | +54,9 % | 4.731 $ | |||||
| Ameritas Advisory Services, LLC | 3.686 $ | |||||||||||
| Retirement Wealth Solutions LLC | 3.666 $ | +204 $ | +5,9 % | |||||||||
| VALLEY WEALTH MANAGERS, INC. | 1.367 $ | |||||||||||
| IFP Advisors, Inc | 812 $ | +49 $ | +6,4 % | 763 $ | +101 $ | +15,3 % | 662 $ | -53 $ | -7,4 % | 715 $ | +11 $ | +1,6 % |
| ASSETMARK, INC | 634 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 358 $ | |||||||||||
| Gesamt | 35.471.830 $ | +3.920.149 $ | +18,0 % | 78.765.649 $ | +16.106.352 $ | +43,2 % | 51.383.381 $ | +7.161.906 $ | +59,7 % | 38.353.386 $ | +3.923.344 $ | +37,6 % |