| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 15.558.762 $ | +167.983 $ | -0,7 % | 2.405.505.098 $ | +469.246.011 $ | +42,3 % | 1.719.094.803 $ | +310.352.236 $ | +264.544,5 % | 1.338.655.982 $ | +199.443.488 $ | +735,3 % | |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Nicht ausgewiesen | 21.415.240 $ | +12.123.195 $ | +130,5 % | 9.292.045 $ | +2.124.661 $ | +29,6 % | 7.167.384 $ | -156.595 $ | -2,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| NICOLET BANKSHARES INC | 15.999.586 $ | +5.794.398 $ | +56,8 % | 10.205.188 $ | ||||||||
| Integrated Wealth Concepts LLC | 15.979.149 $ | +1.410.288 $ | +9,7 % | 14.568.861 $ | +12.207.541 $ | +517,0 % | 2.361.320 $ | -7.282.781 $ | -75,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| EASTERN BANK | 11.021.166 $ | +72.846 $ | +0,7 % | 10.948.320 $ | +8.006.956 $ | +272,2 % | 2.941.364 $ | +308.267 $ | +11,7 % | 2.633.097 $ | +97.296 $ | +3,8 % |
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| RMR Wealth Builders | 6.525.570 $ | +588.491 $ | +9,9 % | 5.937.079 $ | +661.342 $ | +12,5 % | 5.275.737 $ | +741.585 $ | +16,4 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Equitable Holdings, Inc. | 4.739.576 $ | +670.919 $ | +16,5 % | 4.068.657 $ | +260.180 $ | +6,8 % | 3.808.477 $ | +505.157 $ | +15,3 % | |||
| 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 $ | |||||
| Delta Investment Management, LLC | 4.301.562 $ | -9.403.051 $ | -68,6 % | |||||||||
| 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 % | |||
| 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 % | |||
| Orion Porfolio Solutions, LLC | 332.201 $ | -320.197 $ | -49,1 % | 652.398 $ | -3.238.604 $ | -83,2 % | 3.891.002 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 $ | |||||
| Cox Capital Mgt LLC | 2.902.944 $ | +96.059 $ | +3,4 % | 2.806.885 $ | +308.373 $ | +12,3 % | 2.498.512 $ | -94.764 $ | -3,7 % | 2.593.276 $ | +77.374 $ | +3,1 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Intrua Financial, LLC | 2.141.340 $ | +317.456 $ | +17,4 % | 1.823.884 $ | +1.185.595 $ | +185,7 % | 638.289 $ | +8.363 $ | +1,3 % | |||
| 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 % | |||
| 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 % | |||
| WESBANCO BANK INC | 1.786.338 $ | +619.861 $ | +53,1 % | 1.166.477 $ | -23.600 $ | -2,0 % | 1.190.077 $ | +268.031 $ | +29,1 % | |||
| 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 % | |||
| Claro Advisors Inc. | 1.409.312 $ | +53.271 $ | +3,9 % | 1.356.041 $ | +128.234 $ | +10,4 % | 1.227.807 $ | +148.529 $ | +13,8 % | |||
| 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 % | |||
| Proactive Wealth Strategies LLC | 1.212.802 $ | |||||||||||
| IFS Group,LLC | 1.186.573 $ | +286.026 $ | +31,8 % | 900.547 $ | +414.931 $ | +85,4 % | ||||||
| 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 % | |||
| 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 | 1.067.111 $ | +74.174 $ | +7,5 % | 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 % | |||
| 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 % | ||||||
| 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 % | |||
| 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 | 539.258 $ | -74.440 $ | -12,1 % | 613.698 $ | +68.479 $ | +12,6 % | 545.219 $ | +50.952 $ | +10,3 % | 494.267 $ | ||
| 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 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 302.334 $ | -222.909 $ | -42,4 % | 525.243 $ | -16.109 $ | -3,0 % | 541.352 $ | -66.571 $ | -11,0 % | |||
| 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 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 441.220 $ | +74.078 $ | +20,2 % | 367.142 $ | +40.297 $ | +12,3 % | 326.845 $ | +4.415 $ | +1,4 % | |||
| Focus Advisor Solutions, LLC | 440.339 $ | +6.268 $ | +1,4 % | 434.071 $ | +81.380 $ | +23,1 % | 352.691 $ | |||||
| Brady Martz Wealth Solutions, LLC | 440.339 $ | +6.268 $ | +1,4 % | 434.071 $ | +81.380 $ | +23,1 % | 352.691 $ | |||||
| Nicht ausgewiesen | 395.179 $ | +298.443 $ | +308,5 % | 96.736 $ | +19.550 $ | +25,3 % | ||||||
| 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 $ | |||||
| SkyView Investment Advisors, LLC | 278.000 $ | -30.000 $ | -9,7 % | 308.000 $ | +4.000 $ | +1,3 % | ||||||
| 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 $ | ||||||||
| Vise Technologies, Inc. | 246.537 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||||||||
| SHP Wealth Management | 87.008 $ | |||||||||||
| Advisory Services Network, LLC | 80.314 $ | +34.582 $ | +75,6 % | |||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 36.864 $ | -20.411 $ | -35,6 % | 57.275 $ | -938 $ | -1,6 % | 58.213 $ | +11.697 $ | +25,1 % | |||
| Colonial Trust Co / SC | 55.956 $ | +2.244 $ | +4,2 % | 53.712 $ | +2.998 $ | +5,9 % | 50.714 $ | +753 $ | +1,5 % | |||
| PRIVATE TRUST CO NA | 55.435 $ | +4.923 $ | +9,7 % | 50.512 $ | +3.592 $ | +7,7 % | 46.920 $ | -675 $ | -1,4 % | |||
| IFG Advisory, LLC | 49.847 $ | |||||||||||
| 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 % | |||
| CWM, LLC | 28.769 $ | |||||||||||
| 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 | 4.232 $ | -3.361 $ | -44,3 % | 7.593 $ | -16.986 $ | -69,1 % | 24.579 $ | |||||
| FIRST COMMUNITY TRUST NA | 21.341 $ | -656 $ | -3,0 % | 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 % | ||||||
| ASSETMARK, INC | 13.971 $ | |||||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 8.783 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 6.942 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 5.556 $ | |||||||||||
| Allworth Financial LP | 4.608 $ | +26 $ | +0,6 % | 4.582 $ | -75 $ | -1,6 % | 4.657 $ | +5 $ | +0,1 % | |||
| 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 $ | |||||||||||
| 15.558.762 $ | +167.983 $ | -0,7 % | 2.405.505.098 $ | +469.246.011 $ | +42,3 % | 1.719.094.803 $ | +310.352.236 $ | +264.544,5 % | 1.338.655.982 $ | +199.443.488 $ | +735,3 % | |
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.