| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.408.456.906 $ | +472.501.796 $ | +43,1 % | 1.718.816.803 $ | +310.378.005 $ | +264.544,5 % | 1.338.347.982 $ | +199.356.488 $ | +735,1 % | 1.040.070.097 $ | +78.073.612 $ | +214,3 % | |
| COMMONWEALTH EQUITY SERVICES, LLC | 224.543.030 $ | +23.852.140 $ | +11,9 % | 200.690.890 $ | -30.783.740 $ | -13,3 % | 231.474.630 $ | +7.265.630 $ | +3,2 % | 224.209.000 $ | +19.838.000 $ | +9,7 % |
| LPL Financial LLC | 221.524.175 $ | +53.889.443 $ | +32,1 % | 167.634.732 $ | +85.936.926 $ | +105,2 % | 81.697.806 $ | +15.694.595 $ | +23,8 % | 66.003.211 $ | +12.963.792 $ | +24,4 % |
| RAYMOND JAMES FINANCIAL INC | 196.089.905 $ | +55.487.439 $ | +39,5 % | 140.602.466 $ | +33.223.224 $ | +30,9 % | 107.379.242 $ | +17.574.935 $ | +19,6 % | 89.804.307 $ | +7.503.424 $ | +9,1 % |
| Hills Bank & Trust Co | 140.869.559 $ | +69.393.184 $ | +97,1 % | 71.476.375 $ | +4.497.098 $ | +6,7 % | 66.979.277 $ | +2.726.152 $ | +4,2 % | 64.253.125 $ | +6.326.391 $ | +10,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 116.074.252 $ | +35.067.671 $ | +43,3 % | 81.006.581 $ | +12.905.880 $ | +19,0 % | 68.100.701 $ | +12.272.078 $ | +22,0 % | 55.828.623 $ | +10.852.210 $ | +24,1 % |
| TRUIST FINANCIAL CORP | 104.828.277 $ | +16.027.290 $ | +18,0 % | 88.800.987 $ | +61.658.950 $ | +227,2 % | 27.142.037 $ | +2.253.024 $ | +9,1 % | 24.889.013 $ | +9.317.646 $ | +59,8 % |
| Cambridge Investment Research Advisors, Inc. | 88.221.000 $ | +54.001.000 $ | +157,8 % | 34.220.000 $ | +2.774.000 $ | +8,8 % | 31.446.000 $ | +20.870.000 $ | +197,3 % | 10.576.000 $ | -2.502.000 $ | -19,1 % |
| BENJAMIN EDWARDS INC | 81.072.822 $ | +4.350.468 $ | +5,7 % | 76.722.354 $ | +57.392.430 $ | +296,9 % | 19.329.924 $ | |||||
| Northwest Financial Advisors | 76.055.280 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 60.484.253 $ | +4.239.934 $ | +7,5 % | 56.244.319 $ | +6.381.907 $ | +12,8 % | 49.862.412 $ | +4.247.330 $ | +9,3 % | 45.615.082 $ | +3.686.536 $ | +8,8 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 57.739.000 $ | +2.452.000 $ | +4,4 % | 55.287.000 $ | +4.412.000 $ | +8,7 % | 50.875.000 $ | +3.108.000 $ | +6,5 % | 47.767.000 $ | ||
| FEDERATED HERMES, INC. | 50.078.240 $ | +9.368.793 $ | +23,0 % | 40.709.447 $ | +6.687.366 $ | +19,7 % | 34.022.081 $ | +22.634.681 $ | +198,8 % | 11.387.400 $ | +1.602.936 $ | +16,4 % |
| Summit Investment Advisory Services, LLC | 42.079.096 $ | |||||||||||
| Ascension Capital Advisors, Inc. | 40.669.575 $ | +431.254 $ | +1,1 % | 40.238.321 $ | +2.581.982 $ | +6,9 % | 37.656.339 $ | +5.267.171 $ | +16,3 % | 32.389.168 $ | +1.425.190 $ | +4,6 % |
| MML INVESTORS SERVICES, LLC | 39.845.921 $ | +10.012.138 $ | +33,6 % | 29.833.783 $ | +1.285.003 $ | +4,5 % | 28.548.780 $ | +6.706.614 $ | +30,7 % | 21.842.166 $ | +86.166 $ | +0,4 % |
| Pinnacle Financial Partners, Inc. | 38.579.323 $ | +11.105.236 $ | +40,4 % | 27.474.087 $ | +17.031.447 $ | +163,1 % | 10.442.640 $ | |||||
| Tulsa Wealth Advisors, INC | 32.535.473 $ | |||||||||||
| Kestra Advisory Services, LLC | 32.235.673 $ | +1.957.878 $ | +6,5 % | 30.277.795 $ | +3.303.322 $ | +12,2 % | 26.974.473 $ | +26.278.658 $ | +3.776,7 % | 695.815 $ | +37.392 $ | +5,7 % |
| OSAIC HOLDINGS, INC. | 31.801.714 $ | +8.959.559 $ | +39,2 % | 22.842.155 $ | +1.952.724 $ | +9,3 % | 20.889.431 $ | -7.138.220 $ | -25,5 % | 28.027.651 $ | +1.891.479 $ | +7,2 % |
| Spectrum Wealth Advisory Group, LLC | 29.484.713 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 29.387.469 $ | +3.041.998 $ | +11,5 % | 26.345.471 $ | +2.061.626 $ | +8,5 % | 24.283.845 $ | +3.845.438 $ | +18,8 % | 20.438.407 $ | +3.198.706 $ | +18,6 % |
| Intellus Advisors LLC | 29.291.918 $ | +6.222.105 $ | +27,0 % | 23.069.813 $ | +12.131.438 $ | +110,9 % | 10.938.375 $ | +2.051.940 $ | +23,1 % | 8.886.435 $ | ||
| Broadway Wealth Solutions, Inc. | 29.206.215 $ | +1.157.569 $ | +4,1 % | 28.048.646 $ | +1.731.099 $ | +6,6 % | 26.317.547 $ | +1.515.562 $ | +6,1 % | 24.801.985 $ | +2.304.428 $ | +10,2 % |
| Frederick Financial Consultants, LLC | 28.137.193 $ | +4.450.618 $ | +18,8 % | 23.686.575 $ | ||||||||
| Financial Concepts Unlimited, Inc. | 27.674.452 $ | +2.965.867 $ | +12,0 % | 24.708.585 $ | ||||||||
| FIRST FINANCIAL BANKSHARES INC | 27.556.857 $ | |||||||||||
| Retirement Planning Group, LLC | 15.644.433 $ | -5.818.042 $ | -27,1 % | 21.462.475 $ | -3.665.475 $ | -14,6 % | 25.127.950 $ | +1.802.481 $ | +7,7 % | 23.325.469 $ | ||
| FOURPATH CAPITAL MANAGEMENT, LLC | 12.370.798 $ | +216.841 $ | +1,8 % | 12.153.957 $ | -9.718.645 $ | -44,4 % | 21.872.602 $ | +4.700.230 $ | +27,4 % | 17.172.372 $ | +5.766.229 $ | +50,6 % |
| &PARTNERS | 21.415.240 $ | +12.123.195 $ | +130,5 % | 9.292.045 $ | +2.124.661 $ | +29,6 % | 7.167.384 $ | -156.595 $ | -2,1 % | 7.323.979 $ | +3.136.898 $ | +74,9 % |
| BANK OF AMERICA CORP /DE/ | 20.910.770 $ | +5.349.430 $ | +34,4 % | 15.561.340 $ | +1.940.111 $ | +14,2 % | 13.621.229 $ | +7.344.348 $ | +117,0 % | 6.276.881 $ | +5.953.979 $ | +1.843,9 % |
| Integrated Wealth Concepts LLC | 19.231.573 $ | +4.662.712 $ | +32,0 % | 14.568.861 $ | +12.207.541 $ | +517,0 % | 2.361.320 $ | -7.282.781 $ | -75,5 % | 9.644.101 $ | +1.287.904 $ | +15,4 % |
| JPMORGAN CHASE & CO | 4.082.342 $ | +2.283.197 $ | +126,9 % | 1.799.145 $ | -17.413.325 $ | -90,6 % | 19.212.470 $ | +19.178.284 $ | +56.099,8 % | 34.186 $ | ||
| Rockefeller Capital Management L.P. | 18.980.894 $ | +5.297.500 $ | +38,7 % | 13.683.394 $ | +4.410.581 $ | +47,6 % | 9.272.813 $ | +3.488.780 $ | +60,3 % | 5.784.033 $ | -1.703.815 $ | -22,8 % |
| GTS FINANCIAL, LLC | 18.024.010 $ | +1.010.823 $ | +5,9 % | 17.013.187 $ | ||||||||
| Wealth Intelligence, LLC | 16.782.917 $ | |||||||||||
| DAVENPORT & Co LLC | 16.130.270 $ | +13.785.080 $ | +587,8 % | 2.345.190 $ | -416.606 $ | -15,1 % | 2.761.796 $ | +1.121.638 $ | +68,4 % | 1.640.158 $ | +621.673 $ | +61,0 % |
| NICOLET BANKSHARES INC | 15.999.586 $ | +5.794.398 $ | +56,8 % | 10.205.188 $ | ||||||||
| Wilkerson Advisory Group LLC | 15.779.870 $ | +767.986 $ | +5,1 % | 15.011.884 $ | +808.578 $ | +5,7 % | 14.203.306 $ | |||||
| ROYAL BANK OF CANADA | 13.660.000 $ | -97.000 $ | -0,7 % | 13.757.000 $ | -1.843.000 $ | -11,8 % | 15.600.000 $ | +8.567.000 $ | +121,8 % | 7.033.000 $ | -2.097.000 $ | -23,0 % |
| Lantz Financial LLC | 15.339.336 $ | +1.550.654 $ | +11,2 % | 13.788.682 $ | +2.543.368 $ | +22,6 % | 11.245.314 $ | +1.488.035 $ | +15,3 % | 9.757.279 $ | +1.233.225 $ | +14,5 % |
| Schneider Downs Wealth Management Advisors, LP | 14.995.245 $ | +1.457.551 $ | +10,8 % | 13.537.694 $ | +1.545.812 $ | +12,9 % | 11.991.882 $ | +867.653 $ | +7,8 % | 11.124.229 $ | +460.828 $ | +4,3 % |
| FOCUSED ALPHA, LLC | 13.142.848 $ | -1.674.381 $ | -11,3 % | 14.817.229 $ | +10.980.486 $ | +286,2 % | 3.836.743 $ | |||||
| Platform Technology Partners | 13.903.772 $ | +1.812.510 $ | +15,0 % | 12.091.262 $ | +504.871 $ | +4,4 % | 11.586.391 $ | +3.465.347 $ | +42,7 % | 8.121.044 $ | +1.166.025 $ | +16,8 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.898.084 $ | -1.921.550 $ | -13,9 % | 13.819.634 $ | +1.662.956 $ | +13,7 % | 12.156.678 $ | +3.459.202 $ | +39,8 % | 8.697.476 $ | +495.727 $ | +6,0 % |
| Delta Investment Management, LLC | 4.301.562 $ | -9.403.051 $ | -68,6 % | 13.704.613 $ | ||||||||
| Private Advisor Group, LLC | 13.599.448 $ | +6.393.502 $ | +88,7 % | 7.205.946 $ | +1.268.874 $ | +21,4 % | 5.937.072 $ | +1.101.683 $ | +22,8 % | 4.835.389 $ | +253.585 $ | +5,5 % |
| Jefferies Financial Group Inc. | 13.340.750 $ | |||||||||||
| BlueStem Wealth Partners, LLC | 6.560.234 $ | +404.013 $ | +6,6 % | 6.156.221 $ | -7.048.682 $ | -53,4 % | 13.204.903 $ | +660.331 $ | +5,3 % | 12.544.572 $ | ||
| Allegheny Financial Group | 11.653.587 $ | +1.047.685 $ | +9,9 % | 10.605.902 $ | +797.402 $ | +8,1 % | 9.808.500 $ | +3.372.083 $ | +52,4 % | 6.436.417 $ | +1.997.897 $ | +45,0 % |
| NewEdge Advisors, LLC | 11.388.695 $ | +2.650.945 $ | +30,3 % | 8.737.750 $ | +630.092 $ | +7,8 % | 8.107.658 $ | +358.960 $ | +4,6 % | 7.748.698 $ | +688.558 $ | +9,8 % |
| WELLS FARGO & COMPANY/MN | 11.009.056 $ | +6.602.612 $ | +149,8 % | 4.406.444 $ | +4.406.430 $ | +31.474.500,0 % | 14 $ | +12 $ | +600,0 % | 2 $ | ||
| EASTERN BANK | 10.948.320 $ | +8.006.956 $ | +272,2 % | 2.941.364 $ | +308.267 $ | +11,7 % | 2.633.097 $ | +97.296 $ | +3,8 % | 2.535.801 $ | +88.942 $ | +3,6 % |
| Willow Financial LLC | 8.938.807 $ | -1.996.107 $ | -18,3 % | 10.934.914 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 10.072.387 $ | +2.102.369 $ | +26,4 % | 7.970.018 $ | -432.433 $ | -5,1 % | 8.402.451 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 9.431.038 $ | +1.323.960 $ | +16,3 % | 8.107.078 $ | +6.293.607 $ | +347,0 % | 1.813.471 $ | -125.537 $ | -6,5 % | 1.939.008 $ | +226.940 $ | +13,3 % |
| Lifestyle Asset Management, Inc. | 9.160.483 $ | +2.696.228 $ | +41,7 % | 6.464.255 $ | +5.231.294 $ | +424,3 % | 1.232.961 $ | |||||
| Cetera Investment Advisers | 8.383.661 $ | +1.018.449 $ | +13,8 % | 7.365.212 $ | +1.009.168 $ | +15,9 % | 6.356.044 $ | -2.038.042 $ | -24,3 % | 8.394.086 $ | -26.476.939 $ | -75,9 % |
| Beaumont Financial Advisors, LLC | 8.196.861 $ | +1.299.187 $ | +18,8 % | 6.897.674 $ | +4.503.872 $ | +188,1 % | 2.393.802 $ | -14.663 $ | -0,6 % | 2.408.465 $ | +17.760 $ | +0,7 % |
| Sanctuary Advisors, LLC | 5.390.314 $ | +110.259 $ | +2,1 % | 5.280.055 $ | +797.570 $ | +17,8 % | 4.482.485 $ | -3.523.691 $ | -44,0 % | 8.006.176 $ | +4.139.033 $ | +107,0 % |
| STIFEL FINANCIAL CORP | 3.851.563 $ | +1.007.325 $ | +35,4 % | 2.844.238 $ | -3.984.825 $ | -58,4 % | 6.829.063 $ | -132.281 $ | -1,9 % | 6.961.344 $ | -6.729.001 $ | -49,2 % |
| MGO ONE SEVEN LLC | 6.838.609 $ | +1.117.962 $ | +19,5 % | 5.720.647 $ | +104.651 $ | +1,9 % | 5.615.996 $ | +318.809 $ | +6,0 % | 5.297.187 $ | ||
| RMR Wealth Builders | 6.525.570 $ | +588.491 $ | +9,9 % | 5.937.079 $ | +661.342 $ | +12,5 % | 5.275.737 $ | +741.585 $ | +16,4 % | 4.534.152 $ | +922.386 $ | +25,5 % |
| Janney Montgomery Scott LLC | 6.087.000 $ | +1.179.000 $ | +24,0 % | 4.908.000 $ | +999.000 $ | +25,6 % | 3.909.000 $ | +942.000 $ | +31,7 % | 2.967.000 $ | +793.000 $ | +36,5 % |
| Hilltop Holdings Inc. | 5.796.786 $ | -56.492 $ | -1,0 % | 5.853.278 $ | +131.243 $ | +2,3 % | 5.722.035 $ | +3.630.236 $ | +173,5 % | 2.091.799 $ | +59.028 $ | +2,9 % |
| Stegent Equity Advisors, Inc. | 2.607.274 $ | +509.353 $ | +24,3 % | 2.097.921 $ | -3.625.107 $ | -63,3 % | 5.723.028 $ | +2.736.990 $ | +91,7 % | 2.986.038 $ | ||
| Signature Equity Partners, LLC | 5.345.075 $ | -349.399 $ | -6,1 % | 5.694.474 $ | +872.352 $ | +18,1 % | 4.822.122 $ | |||||
| Quantum Portfolio Management LLC | 5.408.895 $ | +155.828 $ | +3,0 % | 5.253.067 $ | +145.589 $ | +2,9 % | 5.107.478 $ | +25.350 $ | +0,5 % | 5.082.128 $ | +283.987 $ | +5,9 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.890.917 $ | +286.279 $ | +6,2 % | 4.604.638 $ | +891.686 $ | +24,0 % | 3.712.952 $ | +2.035.327 $ | +121,3 % | 1.677.625 $ | +351.241 $ | +26,5 % |
| VICTORY FINANCIAL GROUP, LLC | 416.097 $ | -208.940 $ | -33,4 % | 625.037 $ | -2.845.630 $ | -82,0 % | 3.470.667 $ | -1.386.538 $ | -28,5 % | 4.857.205 $ | +328.649 $ | +7,3 % |
| Equitable Holdings, Inc. | 4.739.576 $ | +670.919 $ | +16,5 % | 4.068.657 $ | +260.180 $ | +6,8 % | 3.808.477 $ | +505.157 $ | +15,3 % | 3.303.320 $ | +607.160 $ | +22,5 % |
| Global Assets Advisory, LLC | 4.717.742 $ | +132.576 $ | +2,9 % | 4.585.166 $ | ||||||||
| Rubicon Advisors, GP | 4.692.713 $ | |||||||||||
| Cedrus Wealth Group LLC | 242.197 $ | -4.372.108 $ | -94,8 % | 4.614.305 $ | +216.742 $ | +4,9 % | 4.397.563 $ | |||||
| JANE STREET GROUP, LLC | 1.545.833 $ | -1.853.552 $ | -54,5 % | 3.399.385 $ | -740.019 $ | -17,9 % | 4.139.404 $ | +2.531.535 $ | +157,4 % | 1.607.869 $ | +225.414 $ | +16,3 % |
| Argent Trust Co | 3.995.211 $ | +2.505.039 $ | +168,1 % | 1.490.172 $ | +715.343 $ | +92,3 % | 774.829 $ | |||||
| Towerpoint Wealth, LLC | 3.913.896 $ | +645.886 $ | +19,8 % | 3.268.010 $ | +168.010 $ | +5,4 % | 3.100.000 $ | +181.616 $ | +6,2 % | 2.918.384 $ | +827.455 $ | +39,6 % |
| Orion Porfolio Solutions, LLC | 332.201 $ | -320.197 $ | -49,1 % | 652.398 $ | -3.238.604 $ | -83,2 % | 3.891.002 $ | |||||
| Capital Analysts, LLC | 3.365.000 $ | +1.007.000 $ | +42,7 % | 2.358.000 $ | +649.000 $ | +38,0 % | 1.709.000 $ | +1.106.000 $ | +183,4 % | 603.000 $ | +314.000 $ | +108,7 % |
| Independent Advisor Alliance | 3.355.311 $ | |||||||||||
| Elyxium Wealth, LLC | 3.285.500 $ | +563.196 $ | +20,7 % | 2.722.304 $ | +2.536.698 $ | +1.366,7 % | 185.606 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 3.242.109 $ | +991.190 $ | +44,0 % | 2.250.919 $ | +791.729 $ | +54,3 % | 1.459.190 $ | +404.022 $ | +38,3 % | 1.055.168 $ | +845.313 $ | +402,8 % |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2.968.288 $ | |||||||||||
| Arkadios Wealth Advisors | 2.962.074 $ | +319.231 $ | +12,1 % | 2.642.843 $ | +1.200.669 $ | +83,3 % | 1.442.174 $ | |||||
| CITADEL ADVISORS LLC | 2.395.195 $ | +1.821.030 $ | +317,2 % | 574.165 $ | -881.892 $ | -60,6 % | 1.456.057 $ | -1.475.332 $ | -50,3 % | 2.931.389 $ | +594.145 $ | +25,4 % |
| Prosperity Financial Group, Inc. | 2.684.224 $ | +307.634 $ | +12,9 % | 2.376.590 $ | +483.260 $ | +25,5 % | 1.893.330 $ | -1.002.829 $ | -34,6 % | 2.896.159 $ | +1.189.653 $ | +69,7 % |
| Cox Capital Mgt LLC | 2.806.885 $ | +308.373 $ | +12,3 % | 2.498.512 $ | -94.764 $ | -3,7 % | 2.593.276 $ | +77.374 $ | +3,1 % | 2.515.902 $ | ||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 922.064 $ | -713.511 $ | -43,6 % | 1.635.575 $ | -971.197 $ | -37,3 % | 2.606.772 $ | +1.422.561 $ | +120,1 % | 1.184.211 $ | -7.050 $ | -0,6 % |
| Heritage Trust Co | 2.370.578 $ | +615.599 $ | +35,1 % | 1.754.979 $ | +568.451 $ | +47,9 % | 1.186.528 $ | |||||
| Wealthcare Advisory Partners LLC | 2.342.311 $ | +125.783 $ | +5,7 % | 2.216.528 $ | +971.902 $ | +78,1 % | 1.244.626 $ | +10.745 $ | +0,9 % | 1.233.881 $ | +77.588 $ | +6,7 % |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2.325.924 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 2.313.846 $ | +624.995 $ | +37,0 % | 1.688.851 $ | +845.528 $ | +100,3 % | 843.323 $ | +143.077 $ | +20,4 % | 700.246 $ | +115.623 $ | +19,8 % |
| Intrua Financial, LLC | 2.141.340 $ | +317.456 $ | +17,4 % | 1.823.884 $ | +1.185.595 $ | +185,7 % | 638.289 $ | +8.363 $ | +1,3 % | 629.926 $ | +49.147 $ | +8,5 % |
| Pine Valley Investments Ltd Liability Co | 1.975.382 $ | +125.932 $ | +6,8 % | 1.849.450 $ | -78.892 $ | -4,1 % | 1.928.342 $ | +129.957 $ | +7,2 % | 1.798.385 $ | +553.252 $ | +44,4 % |
| River Street Advisors LLC | 1.835.023 $ | +107.636 $ | +6,2 % | 1.727.387 $ | +193.423 $ | +12,6 % | 1.533.964 $ | +142.834 $ | +10,3 % | 1.391.130 $ | +82.892 $ | +6,3 % |
| WESBANCO BANK INC | 1.786.338 $ | +619.861 $ | +53,1 % | 1.166.477 $ | -23.600 $ | -2,0 % | 1.190.077 $ | +268.031 $ | +29,1 % | 922.046 $ | +393.866 $ | +74,6 % |
| Capital Investment Advisory Services, LLC | 1.752.521 $ | +1.147.498 $ | +189,7 % | 605.023 $ | +172.859 $ | +40,0 % | 432.164 $ | |||||
| Concurrent Investment Advisors, LLC | 1.629.469 $ | |||||||||||
| Essex Financial Services, Inc. | 1.459.845 $ | +215.261 $ | +17,3 % | 1.244.584 $ | +134.216 $ | +12,1 % | 1.110.368 $ | +28.942 $ | +2,7 % | 1.081.426 $ | +204.350 $ | +23,3 % |
| Claro Advisors Inc. | 1.409.312 $ | +53.271 $ | +3,9 % | 1.356.041 $ | +128.234 $ | +10,4 % | 1.227.807 $ | +148.529 $ | +13,8 % | 1.079.278 $ | +97.234 $ | +9,9 % |
| Somerset Trust Co | 1.371.273 $ | +428.575 $ | +45,5 % | 942.698 $ | ||||||||
| WFA of San Diego, LLC | 1.188.213 $ | -81.024 $ | -6,4 % | 1.269.237 $ | -33.396 $ | -2,6 % | 1.302.633 $ | -58.698 $ | -4,3 % | 1.361.331 $ | -5.329 $ | -0,4 % |
| Proactive Wealth Strategies LLC | 1.212.802 $ | |||||||||||
| IFS Group,LLC | 1.186.573 $ | +286.026 $ | +31,8 % | 900.547 $ | +414.931 $ | +85,4 % | 485.616 $ | |||||
| GOLDMAN SACHS GROUP INC | 1.142.073 $ | +646.138 $ | +130,3 % | 495.935 $ | -66.537 $ | -11,8 % | 562.472 $ | |||||
| Comprehensive Financial Planning, Inc./PA | 1.112.411 $ | +574.826 $ | +106,9 % | 537.585 $ | +278.438 $ | +107,4 % | 259.147 $ | +71.281 $ | +37,9 % | 187.866 $ | +6.353 $ | +3,5 % |
| Americana Partners, LLC | 1.077.904 $ | +404.683 $ | +60,1 % | 673.221 $ | ||||||||
| Betterment LLC | 1.074.000 $ | +219.000 $ | +25,6 % | 855.000 $ | +643.000 $ | +303,3 % | 212.000 $ | |||||
| Avidian Wealth Enterprises, LLC | 992.937 $ | |||||||||||
| Tuttle Capital Management, LLC | 954.916 $ | |||||||||||
| Prospera Financial Services Inc | 953.845 $ | |||||||||||
| Gateway Wealth Partners, LLC | 464.918 $ | -415.818 $ | -47,2 % | 880.736 $ | +561.185 $ | +175,6 % | 319.551 $ | +893 $ | +0,3 % | 318.658 $ | +5.569 $ | +1,8 % |
| First American Bank | 836.975 $ | |||||||||||
| HANCOCK WHITNEY CORP | 829.883 $ | +82.629 $ | +11,1 % | 747.254 $ | +266.582 $ | +55,5 % | 480.672 $ | |||||
| CARY STREET PARTNERS FINANCIAL LLC | 804.409 $ | +284.943 $ | +54,9 % | 519.466 $ | +159.977 $ | +44,5 % | 359.489 $ | |||||
| Global Retirement Partners, LLC | 702.396 $ | -65.629 $ | -8,5 % | 768.025 $ | -5.710 $ | -0,7 % | 773.735 $ | +4.348 $ | +0,6 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 762.979 $ | +722.873 $ | +1.802,4 % | 40.106 $ | ||||||||
| Dakota Wealth Management | 736.462 $ | +2.129 $ | +0,3 % | 734.333 $ | +45.292 $ | +6,6 % | 689.041 $ | |||||
| Petros Family Wealth, LLC | 679.623 $ | |||||||||||
| HighTower Advisors, LLC | 678.160 $ | +12.802 $ | +1,9 % | 665.358 $ | +43.850 $ | +7,1 % | 621.508 $ | +10.026 $ | +1,6 % | 611.482 $ | +42.453 $ | +7,5 % |
| GTS SECURITIES LLC | 677.814 $ | +38.556 $ | +6,0 % | 639.258 $ | +88.196 $ | +16,0 % | 551.062 $ | |||||
| FLOW TRADERS U.S. LLC | 525.000 $ | -143.000 $ | -21,4 % | 668.000 $ | ||||||||
| Vestmark Advisory Solutions, Inc. | 631.661 $ | |||||||||||
| First Citizens Financial Corp | 613.698 $ | +68.479 $ | +12,6 % | 545.219 $ | +50.952 $ | +10,3 % | 494.267 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 302.334 $ | -222.909 $ | -42,4 % | 525.243 $ | -16.109 $ | -3,0 % | 541.352 $ | -66.571 $ | -11,0 % | 607.923 $ | +5.272 $ | +0,9 % |
| Sterling Investment Advisors, Ltd. | 573.937 $ | |||||||||||
| Diversified Portfolios, Inc. | 565.849 $ | |||||||||||
| Aurora Private Wealth, Inc. | 481.000 $ | -81.000 $ | -14,4 % | 562.000 $ | +0 $ | +0,0 % | 562.000 $ | -83.000 $ | -12,9 % | |||
| Arax Advisory Partners | 493.702 $ | |||||||||||
| LRI Investments, LLC | 488.780 $ | +59.365 $ | +13,8 % | 429.415 $ | ||||||||
| Johnson Financial Group, Inc. | 455.426 $ | +93.208 $ | +25,7 % | 362.218 $ | ||||||||
| Cordgrass Capital Advisors, LLC | 449.016 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 444.263 $ | +56.339 $ | +14,5 % | 387.924 $ | +49.304 $ | +14,6 % | 338.620 $ | +119 $ | +0,0 % | 338.501 $ | +13.938 $ | +4,3 % |
| OLD SECOND NATIONAL BANK OF AURORA | 441.220 $ | +74.078 $ | +20,2 % | 367.142 $ | +40.297 $ | +12,3 % | 326.845 $ | +4.415 $ | +1,4 % | 322.430 $ | +7.475 $ | +2,4 % |
| Brady Martz Wealth Solutions, LLC | 440.339 $ | +6.268 $ | +1,4 % | 434.071 $ | +81.380 $ | +23,1 % | 352.691 $ | |||||
| Focus Partners Advisor Solutions, LLC | 440.339 $ | +6.268 $ | +1,4 % | 434.071 $ | +81.380 $ | +23,1 % | 352.691 $ | |||||
| MOTCO | 395.179 $ | +298.443 $ | +308,5 % | 96.736 $ | +19.550 $ | +25,3 % | 77.186 $ | +1.216 $ | +1,6 % | |||
| Z3 Capital Partners, LLC | 386.280 $ | +131.584 $ | +51,7 % | 254.696 $ | +34.655 $ | +15,7 % | 220.041 $ | |||||
| Strategic Financial Concepts, LLC | 382.402 $ | +55.799 $ | +17,1 % | 326.603 $ | ||||||||
| FIRST UNITED BANK & TRUST | 374.944 $ | +121.407 $ | +47,9 % | 253.537 $ | ||||||||
| NATIXIS ADVISORS, LLC | 337.000 $ | |||||||||||
| Financial Council, LLC | 335.873 $ | +56.609 $ | +20,3 % | 279.264 $ | ||||||||
| Focus Financial Network, Inc. | 328.901 $ | +14.685 $ | +4,7 % | 314.216 $ | ||||||||
| Cherry Creek Investment Advisors, Inc. | 323.165 $ | +80.691 $ | +33,3 % | 242.474 $ | ||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 322.344 $ | |||||||||||
| Index Technologies Group LLC | 316.843 $ | +90.538 $ | +40,0 % | 226.305 $ | -2.205 $ | -1,0 % | 228.510 $ | |||||
| STEPHENS INC /AR/ | 295.612 $ | +49.709 $ | +20,2 % | 245.903 $ | ||||||||
| Sowell Financial Services LLC | 292.900 $ | |||||||||||
| Summit Financial, LLC | 276.132 $ | |||||||||||
| Rehmann Capital Advisory Group | 259.858 $ | +27.192 $ | +11,7 % | 232.666 $ | ||||||||
| Stonebridge Financial Group, LLC / MO | 251.264 $ | +30.518 $ | +13,8 % | 220.746 $ | ||||||||
| Prime Capital Investment Advisors, LLC | 238.957 $ | |||||||||||
| D.A. DAVIDSON & CO. | 238.595 $ | |||||||||||
| Atlas Wealth LLC | 214.437 $ | +12.510 $ | +6,2 % | 201.927 $ | ||||||||
| Waverly Advisors, LLC | 209.582 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 189.564 $ | +30.205 $ | +19,0 % | 159.359 $ | +11.331 $ | +7,7 % | 148.028 $ | +126.592 $ | +590,6 % | 21.436 $ | -10.944 $ | -33,8 % |
| BOKF, NA | 160.810 $ | |||||||||||
| UBS Group AG | 158.560 $ | +98.406 $ | +163,6 % | 60.154 $ | -58.533 $ | -49,3 % | 118.687 $ | +80.601 $ | +211,6 % | 38.086 $ | +25.715 $ | +207,9 % |
| FIFTH THIRD BANCORP | 109.865 $ | +2.065 $ | +1,9 % | 107.800 $ | ||||||||
| Stone House Investment Management, LLC | 100.882 $ | -201 $ | -0,2 % | 101.083 $ | ||||||||
| COMERICA BANK | 100.135 $ | -35 $ | -0,0 % | 100.170 $ | ||||||||
| SHP Wealth Management | 87.008 $ | |||||||||||
| Advisory Services Network, LLC | 80.314 $ | +34.582 $ | +75,6 % | 45.732 $ | ||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 36.864 $ | -20.411 $ | -35,6 % | 57.275 $ | -938 $ | -1,6 % | 58.213 $ | +11.697 $ | +25,1 % | 46.516 $ | +76 $ | +0,2 % |
| Colonial Trust Co / SC | 55.956 $ | +2.244 $ | +4,2 % | 53.712 $ | +2.998 $ | +5,9 % | 50.714 $ | +753 $ | +1,5 % | 49.961 $ | ||
| PRIVATE TRUST CO NA | 55.435 $ | +4.923 $ | +9,7 % | 50.512 $ | +3.592 $ | +7,7 % | 46.920 $ | -675 $ | -1,4 % | 47.595 $ | +1.929 $ | +4,2 % |
| Cassaday & Co Wealth Management LLC | 44.831 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 32.644 $ | |||||||||||
| MORGAN STANLEY | 21.439 $ | -8.891 $ | -29,3 % | 30.330 $ | +23.861 $ | +368,9 % | 6.469 $ | -41 $ | -0,6 % | 6.510 $ | +6.456 $ | +11.955,6 % |
| CWM, LLC | 28.769 $ | -4.231 $ | -12,8 % | |||||||||
| Main Street Group, LTD | 25.095 $ | |||||||||||
| Sankala Group LLC | 24.804 $ | +1.413 $ | +6,0 % | 23.391 $ | +4.408 $ | +23,2 % | 18.983 $ | |||||
| Abound Wealth Management | 4.850 $ | -19.852 $ | -80,4 % | 24.702 $ | ||||||||
| Parkside Financial Bank & Trust | 7.593 $ | -16.986 $ | -69,1 % | 24.579 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 21.997 $ | +13 $ | +0,1 % | 21.984 $ | ||||||||
| Horizon Investments, LLC | 9.760 $ | -7.761 $ | -44,3 % | 17.521 $ | +7.831 $ | +80,8 % | 9.690 $ | |||||
| IFP Advisors, Inc | 16.095 $ | +5.371 $ | +50,1 % | 10.724 $ | ||||||||
| Sound Income Strategies, LLC | 15.335 $ | +460 $ | +3,1 % | 14.875 $ | +635 $ | +4,5 % | 14.240 $ | |||||
| ASSETMARK, INC | 13.971 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 8.783 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 5.556 $ | |||||||||||
| Allworth Financial LP | 4.608 $ | +26 $ | +0,6 % | 4.582 $ | -75 $ | -1,6 % | 4.657 $ | +5 $ | +0,1 % | 4.652 $ | +8 $ | +0,2 % |
| MV CAPITAL MANAGEMENT, INC. | 2.323 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 1.129 $ | +26 $ | +2,4 % | 1.103 $ | +83 $ | +8,1 % | 1.020 $ | |||||
| Sachetta, LLC | 1.002 $ | |||||||||||
| Holos Integrated Wealth LLC | 615 $ | |||||||||||
| 2.408.456.906 $ | +472.501.796 $ | +43,1 % | 1.718.816.803 $ | +310.378.005 $ | +264.544,5 % | 1.338.347.982 $ | +199.356.488 $ | +735,1 % | 1.040.070.097 $ | +78.073.612 $ | +214,3 % | |
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.