| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 620.645.562 $ | +71.681.554 $ | +164,2 % | 1.606.625.747 $ | +162.493.702 $ | +1.550,1 % | 1.432.953.805 $ | +130.455.806 $ | +31,0 % | 1.271.730.476 $ | +173.467.511 $ | +44,2 % |
| LPL Financial LLC | 204.475.041 $ | +10.205.982 $ | +5,3 % | 194.269.059 $ | +16.786.252 $ | +9,5 % | 177.482.807 $ | +15.292.103 $ | +9,4 % | 162.190.704 $ | +29.940.625 $ | +22,6 % |
| MORGAN STANLEY | 194.357.455 $ | +16.741.469 $ | +9,4 % | 177.615.986 $ | +22.987.274 $ | +14,9 % | 154.628.712 $ | +10.479.596 $ | +7,3 % | |||
| Cetera Investment Advisers | 68.484.338 $ | +4.340.598 $ | +6,8 % | 64.143.740 $ | +3.544.884 $ | +5,8 % | 60.598.856 $ | +6.555.078 $ | +12,1 % | |||
| WELLS FARGO & COMPANY/MN | 65.338.303 $ | +7.327.169 $ | +12,6 % | 58.011.134 $ | +12.963.896 $ | +28,8 % | 45.047.238 $ | +16.037.696 $ | +55,3 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 59.835.397 $ | +249.587 $ | +0,4 % | 59.585.810 $ | -2.305.940 $ | -3,7 % | 61.891.750 $ | +6.105.050 $ | +10,9 % | 55.786.700 $ | +3.269.700 $ | +6,2 % |
| Capital Group Private Client Services, Inc. | 60.384.821 $ | -1.229.477 $ | -2,0 % | 61.614.298 $ | +571.214 $ | +0,9 % | 61.043.084 $ | +474.901 $ | +0,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 61.293.941 $ | +16.819.535 $ | +37,8 % | 44.474.406 $ | +10.343.128 $ | +30,3 % | 34.131.278 $ | +8.559.104 $ | +33,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 56.502.662 $ | +6.982.370 $ | +14,1 % | 49.520.292 $ | +17.000.728 $ | +52,3 % | 32.519.564 $ | -392.428 $ | -1,2 % | |||
| Merit Financial Group, LLC | 55.132.536 $ | +3.525.714 $ | +6,8 % | 51.606.822 $ | +481.735 $ | +0,9 % | 51.125.087 $ | +1.421.856 $ | +2,9 % | 49.703.231 $ | +2.345.759 $ | +5,0 % |
| BENJAMIN EDWARDS INC | 41.597.726 $ | -53.945 $ | -0,1 % | 41.651.671 $ | +36.162.779 $ | +658,8 % | 5.488.892 $ | +687.398 $ | +14,3 % | |||
| ROYAL BANK OF CANADA | 41.632.000 $ | +2.164.000 $ | +5,5 % | 39.468.000 $ | +5.809.000 $ | +17,3 % | 33.659.000 $ | +3.933.000 $ | +13,2 % | |||
| OSAIC HOLDINGS, INC. | 40.341.770 $ | +9.573.427 $ | +31,1 % | 30.768.343 $ | -1.893.078 $ | -5,8 % | 32.661.421 $ | +1.085.126 $ | +3,4 % | |||
| RAYMOND JAMES FINANCIAL INC | 39.012.591 $ | +4.090.818 $ | +11,7 % | 34.921.773 $ | +1.639.086 $ | +4,9 % | 33.282.687 $ | +6.359.222 $ | +23,6 % | |||
| Wood Tarver Financial Group, LLC | 36.633.000 $ | -2.211.000 $ | -5,7 % | 38.844.000 $ | +3.048.000 $ | +8,5 % | 35.796.000 $ | +30.457.000 $ | +570,5 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36.832.437 $ | +1.851.867 $ | +5,3 % | 34.980.570 $ | +19.111.875 $ | +120,4 % | 15.868.695 $ | +996.072 $ | +6,7 % | 14.872.623 $ | +1.192.837 $ | +8,7 % |
| Baird Financial Group, Inc. | 35.333.028 $ | +4.298.786 $ | +13,9 % | 31.034.242 $ | +20.920.201 $ | +206,8 % | 10.114.041 $ | +9.149.923 $ | +949,0 % | |||
| STIFEL FINANCIAL CORP | 34.702.086 $ | +12.280.579 $ | +54,8 % | 22.421.507 $ | +2.268.521 $ | +11,3 % | 20.152.986 $ | +1.837.318 $ | +10,0 % | |||
| UBS Group AG | 33.148.757 $ | +234.863 $ | +0,7 % | 32.913.894 $ | -419.950 $ | -1,3 % | 33.333.844 $ | +2.914.772 $ | +9,6 % | |||
| Bridgewealth Advisory Group, LLC | 29.143.462 $ | +2.457.414 $ | +9,2 % | 26.686.048 $ | +1.598.498 $ | +6,4 % | 25.087.550 $ | +3.941.056 $ | +18,6 % | |||
| CAPTRUST FINANCIAL ADVISORS | 4.128.509 $ | -155.495 $ | -3,6 % | 4.284.004 $ | -22.587.212 $ | -84,1 % | 26.871.216 $ | +1.117.634 $ | +4,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.943.118 $ | +6.326.581 $ | +38,1 % | 16.616.537 $ | +1.400.132 $ | +9,2 % | 15.216.405 $ | -6.360.260 $ | -29,5 % | 21.576.665 $ | +2.078.072 $ | +10,7 % |
| McIlrath & Eck, LLC | 22.841.358 $ | -707.171 $ | -3,0 % | |||||||||
| Cambridge Investment Research Advisors, Inc. | 15.253.000 $ | -6.619.000 $ | -30,3 % | 21.872.000 $ | +10.033.000 $ | +84,7 % | 11.839.000 $ | -431.000 $ | -3,5 % | 12.270.000 $ | +2.276.000 $ | +22,8 % |
| KOM Wealth Management Group, LLC | 21.652.880 $ | +19.792.479 $ | +1.063,9 % | 1.860.401 $ | ||||||||
| Waterloo Capital, L.P. | 18.268.300 $ | |||||||||||
| Wealth Science Advisors LLC | 16.919.395 $ | +7.855.476 $ | +86,7 % | 9.063.919 $ | +6.825.932 $ | +305,0 % | 2.237.987 $ | +0 $ | +0,0 % | 2.237.987 $ | ||
| MML INVESTORS SERVICES, LLC | 15.864.966 $ | +3.974.499 $ | +33,4 % | 11.890.467 $ | -1.185.238 $ | -9,1 % | 13.075.705 $ | +1.441.173 $ | +12,4 % | |||
| Valmark Advisers, Inc. | 15.619.477 $ | +1.612.441 $ | +11,5 % | 14.007.036 $ | +1.400.096 $ | +11,1 % | 12.606.940 $ | +4.032.208 $ | +47,0 % | 8.574.732 $ | +6.353.052 $ | +286,0 % |
| LANDAAS & CO /WI /ADV | 13.575.541 $ | -1.130.383 $ | -7,7 % | 14.705.924 $ | -299.107 $ | -2,0 % | 15.005.031 $ | +910.836 $ | +6,5 % | 14.094.195 $ | +7.645.195 $ | +118,5 % |
| IAM Advisory, LLC | 14.919.603 $ | +270.403 $ | +1,8 % | 14.649.200 $ | +159.496 $ | +1,1 % | 14.489.704 $ | +403.683 $ | +2,9 % | |||
| NewEdge Advisors, LLC | 13.770.851 $ | +2.410.304 $ | +21,2 % | 11.360.547 $ | +1.388.156 $ | +13,9 % | 9.972.391 $ | +1.280.677 $ | +14,7 % | |||
| Wealthcare Advisory Partners LLC | 13.648.467 $ | +13.403.696 $ | +5.476,0 % | 244.771 $ | -204.487 $ | -45,5 % | 449.258 $ | +63.108 $ | +16,3 % | 386.150 $ | ||
| Souders Financial Advisors | 13.338.113 $ | -214.452 $ | -1,6 % | 13.552.565 $ | +915.919 $ | +7,2 % | 12.636.646 $ | +779.524 $ | +6,6 % | 11.857.122 $ | +562.435 $ | +5,0 % |
| Private Advisor Group, LLC | 7.190.119 $ | -6.242.299 $ | -46,5 % | 13.432.418 $ | +1.203.734 $ | +9,8 % | 12.228.684 $ | +1.706.276 $ | +16,2 % | |||
| Thayer Financial, L.L.C. | 11.883.015 $ | +561.411 $ | +5,0 % | 11.321.604 $ | +586.107 $ | +5,5 % | 10.735.497 $ | |||||
| Conservest Capital Advisors, Inc. | 11.831.533 $ | +2.964.087 $ | +33,4 % | 8.867.446 $ | +6.683.168 $ | +306,0 % | 2.184.278 $ | |||||
| Nicht ausgewiesen | 10.404.092 $ | +1.339.188 $ | +14,8 % | 9.064.904 $ | +1.458.020 $ | +19,2 % | 7.606.884 $ | +5.285.095 $ | +227,6 % | |||
| RFP Financial Group LLC | 608.942 $ | -9.757.581 $ | -94,1 % | 10.366.523 $ | -2.316.079 $ | -18,3 % | ||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.577.141 $ | +904.072 $ | +10,4 % | 8.673.069 $ | +589.497 $ | +7,3 % | 8.083.572 $ | +884.318 $ | +12,3 % | |||
| Kestra Investment Management, LLC | 9.523.658 $ | +877.117 $ | +10,1 % | 8.646.541 $ | +2.453.884 $ | +39,6 % | 6.192.657 $ | -298.407 $ | -4,6 % | |||
| Lodestone Wealth Management LLC | 9.064.952 $ | +592.935 $ | +7,0 % | 8.472.017 $ | +1.836.902 $ | +27,7 % | 6.635.115 $ | +518.194 $ | +8,5 % | 6.116.921 $ | +1.309.848 $ | +27,2 % |
| Cauble & Harre Wealth Management, Inc. | 8.765.657 $ | -69.847 $ | -0,8 % | 8.835.504 $ | -161.419 $ | -1,8 % | 8.996.923 $ | |||||
| Kestra Advisory Services, LLC | 7.755.617 $ | +1.899.411 $ | +32,4 % | 5.856.206 $ | +292.349 $ | +5,3 % | 5.563.857 $ | +3.672.285 $ | +194,1 % | 1.891.572 $ | -227.532 $ | -10,7 % |
| PETREDIS INVESTMENT ADVISORS LLC | 7.434.231 $ | +1.844.877 $ | +33,0 % | 5.589.354 $ | +608.996 $ | +12,2 % | 4.980.358 $ | -474.745 $ | -8,7 % | 5.455.103 $ | +957.575 $ | +21,3 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.394.849 $ | +1.093.559 $ | +17,4 % | 6.301.290 $ | -648.925 $ | -9,3 % | 6.950.215 $ | -1.600.739 $ | -18,7 % | |||
| FINANCIAL MANAGEMENT NETWORK INC | 1.444.644 $ | -3.031.271 $ | -67,7 % | 4.475.915 $ | -2.823.109 $ | -38,7 % | 7.299.024 $ | +276.486 $ | +3,9 % | 7.022.538 $ | +970.608 $ | +16,0 % |
| SEI INVESTMENTS CO | 7.100.720 $ | +1.333.360 $ | +23,1 % | 5.767.360 $ | +966.040 $ | +20,1 % | 4.801.320 $ | +2.010.720 $ | +72,1 % | |||
| Integras Partners LLC | 3.825.141 $ | +67.951 $ | +1,8 % | 3.757.190 $ | -3.126.861 $ | -45,4 % | 6.884.051 $ | |||||
| MGO ONE SEVEN LLC | 6.754.527 $ | +6.417.438 $ | +1.903,8 % | 337.089 $ | ||||||||
| New England Capital Financial Advisors LLC | 1.649.575 $ | -48.608 $ | -2,9 % | 1.698.183 $ | -213.608 $ | -11,2 % | 1.911.791 $ | -4.822.234 $ | -71,6 % | 6.734.025 $ | -235.904 $ | -3,4 % |
| JANE STREET GROUP, LLC | 6.278.447 $ | +1.101.075 $ | +21,3 % | |||||||||
| COFG Advisors, LLC | 5.761.024 $ | |||||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 5.474.495 $ | +370.875 $ | +7,3 % | 5.103.620 $ | +281.293 $ | +5,8 % | 4.822.327 $ | +1.588.464 $ | +49,1 % | 3.233.863 $ | +890.559 $ | +38,0 % |
| Cerity Partners LLC | 4.776.992 $ | -23.266 $ | -0,5 % | 4.800.258 $ | +4.030.458 $ | +523,6 % | 769.800 $ | |||||
| AdvisorNet Financial, Inc | 4.500.624 $ | +4.408.450 $ | +4.782,7 % | 92.174 $ | +57.136 $ | +163,1 % | 35.038 $ | +1.589 $ | +4,8 % | 33.449 $ | +13.185 $ | +65,1 % |
| ROTHSCHILD INVESTMENT LLC | 4.405.099 $ | +49.968 $ | +1,1 % | 4.355.131 $ | +305.811 $ | +7,6 % | 4.049.320 $ | +105.129 $ | +2,7 % | |||
| NWF Advisory Services Inc. | 4.105.197 $ | -117.874 $ | -2,8 % | 4.223.071 $ | -33.676 $ | -0,8 % | 4.256.747 $ | -144.511 $ | -3,3 % | 4.401.258 $ | -266.307 $ | -5,7 % |
| UPTICK PARTNERS, LLC | 4.374.557 $ | +1.902.503 $ | +77,0 % | 2.472.054 $ | +212.122 $ | +9,4 % | 2.259.932 $ | |||||
| J HAGAN CAPITAL, INC. | 4.373.486 $ | +206.454 $ | +5,0 % | 4.167.032 $ | -119.999 $ | -2,8 % | 4.287.031 $ | +655.237 $ | +18,0 % | |||
| Sovran Advisors, LLC | 3.692.281 $ | -94.815 $ | -2,5 % | 3.787.096 $ | +359.076 $ | +10,5 % | 3.428.020 $ | -62.837 $ | -1,8 % | 3.490.857 $ | -173.387 $ | -4,7 % |
| World Investment Advisors | 3.764.606 $ | +11.579 $ | +0,3 % | 3.753.027 $ | +1.298.650 $ | +52,9 % | 2.454.377 $ | +777.334 $ | +46,4 % | |||
| SOL Capital Management CO | 3.755.000 $ | +120.000 $ | +3,3 % | |||||||||
| EQ WEALTH ADVISORS, LLC | 3.471.548 $ | -162.189 $ | -4,5 % | 3.633.737 $ | -27.055 $ | -0,7 % | 3.660.792 $ | -395.268 $ | -9,7 % | |||
| Saxony Capital Management, LLC | 3.426.114 $ | +89.148 $ | +2,7 % | 3.336.966 $ | -318.689 $ | -8,7 % | 3.655.655 $ | +121.702 $ | +3,4 % | 3.533.953 $ | +908.154 $ | +34,6 % |
| Entruity Wealth, LLC | 3.580.679 $ | -53.154 $ | -1,5 % | 3.633.833 $ | -2.627.763 $ | -42,0 % | ||||||
| CITADEL ADVISORS LLC | 3.465.445 $ | -60.229 $ | -1,7 % | 3.525.674 $ | -2.399.766 $ | -40,5 % | ||||||
| StoneX Group Inc. | 3.396.086 $ | -10.010 $ | -0,3 % | |||||||||
| Inspire Advisors, LLC | 3.336.525 $ | +403.226 $ | +13,7 % | 2.933.299 $ | +29.070 $ | +1,0 % | 2.904.229 $ | +56.995 $ | +2,0 % | |||
| Compton Financial Group, LLC | 3.315.847 $ | +2.957.009 $ | +824,1 % | 358.838 $ | ||||||||
| Mariner, LLC | 3.303.257 $ | +352.235 $ | +11,9 % | 2.951.022 $ | +145.045 $ | +5,2 % | ||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.996.685 $ | -232.455 $ | -7,2 % | 3.229.140 $ | +1.583 $ | +0,0 % | 3.227.557 $ | -73.310 $ | -2,2 % | 3.300.867 $ | +34.342 $ | +1,1 % |
| TRUIST FINANCIAL CORP | 3.111.652 $ | -54.347 $ | -1,7 % | 3.165.999 $ | +1.704.387 $ | +116,6 % | 1.461.612 $ | +375.296 $ | +34,5 % | 1.086.316 $ | +88.798 $ | +8,9 % |
| NATIXIS ADVISORS, LLC | 3.105.000 $ | +1.973.000 $ | +174,3 % | 1.132.000 $ | +563.000 $ | +98,9 % | 569.000 $ | |||||
| BlackDiamond Wealth Management, LLC | 3.055.728 $ | +230.372 $ | +8,2 % | 2.825.356 $ | -12.822 $ | -0,5 % | 2.838.178 $ | -192.297 $ | -6,3 % | |||
| Cannon Financial Strategists, Inc. | 2.545.210 $ | -312.999 $ | -11,0 % | 2.858.209 $ | +851.334 $ | +42,4 % | 2.006.875 $ | +1.240.664 $ | +161,9 % | 766.211 $ | +9.989 $ | +1,3 % |
| DeDora Capital, Inc. | 1.931.146 $ | -707.900 $ | -26,8 % | 2.639.046 $ | +100.572 $ | +4,0 % | 2.538.474 $ | +111.182 $ | +4,6 % | 2.427.292 $ | +386.009 $ | +18,9 % |
| Troutman Wealth Management, LLC | 2.483.569 $ | +10.890 $ | +0,4 % | 2.472.679 $ | -17.339 $ | -0,7 % | 2.490.018 $ | |||||
| CLG LLC | 1.826.883 $ | -491.114 $ | -21,2 % | 2.317.997 $ | -81.874 $ | -3,4 % | 2.399.871 $ | +32.290 $ | +1,4 % | 2.367.581 $ | +244.407 $ | +11,5 % |
| Weaver Consulting Group | 2.339.823 $ | +162.592 $ | +7,5 % | 2.177.231 $ | +998.319 $ | +84,7 % | 1.178.912 $ | |||||
| HARBOUR INVESTMENTS, INC. | 2.027.948 $ | -274.733 $ | -11,9 % | 2.302.681 $ | +912.052 $ | +65,6 % | 1.390.629 $ | +184.405 $ | +15,3 % | |||
| Eaton Financial Holdings Company, LLC | 2.282.597 $ | +1.331.723 $ | +140,1 % | 950.874 $ | +113.859 $ | +13,6 % | 837.015 $ | +140.418 $ | +20,2 % | |||
| Janney Montgomery Scott LLC | 2.238.000 $ | +177.000 $ | +8,6 % | 2.061.000 $ | +673.000 $ | +48,5 % | 1.388.000 $ | +545.000 $ | +64,7 % | |||
| FIFTH THIRD SECURITIES, INC. | 2.234.246 $ | |||||||||||
| OPPENHEIMER & CO INC | 2.233.666 $ | +392.813 $ | +21,3 % | 1.840.853 $ | +85.637 $ | +4,9 % | 1.755.216 $ | +1.484.764 $ | +549,0 % | 270.452 $ | +78 $ | +0,0 % |
| IFP Advisors, Inc | 1.962.405 $ | -237.021 $ | -10,8 % | 2.199.426 $ | -11.525 $ | -0,5 % | 2.210.951 $ | +1.747.791 $ | +377,4 % | 463.160 $ | +416.942 $ | +902,1 % |
| Equitable Holdings, Inc. | 1.388.245 $ | -805.167 $ | -36,7 % | 2.193.412 $ | +1.260.171 $ | +135,0 % | 933.241 $ | +459.787 $ | +97,1 % | |||
| Freestate Advisors LLC | 2.175.459 $ | +82.582 $ | +3,9 % | 2.092.877 $ | +170.039 $ | +8,8 % | 1.922.838 $ | +366.687 $ | +23,6 % | 1.556.151 $ | +207.219 $ | +15,4 % |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 2.073.682 $ | +261.055 $ | +14,4 % | 1.812.627 $ | +1.408.472 $ | +348,5 % | 404.155 $ | |||||
| Capital International Investors | 1.935.102 $ | +41.729 $ | +2,2 % | 1.893.373 $ | +45.623 $ | +2,5 % | 1.847.750 $ | -776.490 $ | -29,6 % | |||
| Smith Thornton Advisors LLC | 1.691.624 $ | -35.275 $ | -2,0 % | 1.726.899 $ | -8.073 $ | -0,5 % | 1.734.972 $ | -14.781 $ | -0,8 % | 1.749.753 $ | +2.052 $ | +0,1 % |
| Ashton Thomas Private Wealth, LLC | 1.707.784 $ | +605.562 $ | +54,9 % | 1.102.222 $ | +850.718 $ | +338,3 % | 251.504 $ | -2.146 $ | -0,8 % | 253.650 $ | +293 $ | +0,1 % |
| WNY Asset Management, LLC | 884.771 $ | -775.789 $ | -46,7 % | 1.660.560 $ | -24.257.641 $ | -93,6 % | ||||||
| Independent Advisor Alliance | 1.649.423 $ | |||||||||||
| Prospera Financial Services Inc | 1.599.141 $ | +372.381 $ | +30,4 % | 1.226.760 $ | +214.417 $ | +21,2 % | 1.012.343 $ | +721.754 $ | +248,4 % | 290.589 $ | -220.976 $ | -43,2 % |
| Summit Financial, LLC | 1.584.871 $ | +114.733 $ | +7,8 % | 1.470.138 $ | +9.199 $ | +0,6 % | 1.460.939 $ | +66.966 $ | +4,8 % | |||
| Werba Rubin Papier Wealth Management | 1.098.322 $ | -378.402 $ | -25,6 % | 1.476.724 $ | -94.944 $ | -6,0 % | 1.571.668 $ | +132.930 $ | +9,2 % | 1.438.738 $ | +51.774 $ | +3,7 % |
| Founders Financial Alliance, LLC | 1.064.948 $ | -413.192 $ | -28,0 % | 1.478.140 $ | -10.785 $ | -0,7 % | 1.488.925 $ | +271.262 $ | +22,3 % | |||
| Perennial Investment Advisors, LLC | 1.426.570 $ | -58.909 $ | -4,0 % | 1.485.479 $ | +90.232 $ | +6,5 % | 1.395.247 $ | +512.865 $ | +58,1 % | |||
| LongView Wealth Management | 1.442.605 $ | +412.290 $ | +40,0 % | 1.030.315 $ | +59.684 $ | +6,1 % | 970.631 $ | +90.981 $ | +10,3 % | 879.650 $ | -194.399 $ | -18,1 % |
| Arax Advisory Partners | 1.424.047 $ | +894.278 $ | +168,8 % | 529.769 $ | +262.015 $ | +97,9 % | 267.754 $ | |||||
| Orion Porfolio Solutions, LLC | 752.680 $ | -557.039 $ | -42,5 % | 1.309.719 $ | -107.696 $ | -7,6 % | 1.417.415 $ | -154.999 $ | -9,9 % | |||
| D.A. DAVIDSON & CO. | 1.415.187 $ | +234.026 $ | +19,8 % | 1.181.161 $ | +279.594 $ | +31,0 % | 901.567 $ | |||||
| Western Wealth Management, LLC | 1.360.102 $ | -40.973 $ | -2,9 % | 1.401.075 $ | +91.446 $ | +7,0 % | 1.309.629 $ | +178.484 $ | +15,8 % | |||
| MAI Capital Management | 1.372.130 $ | +41.727 $ | +3,1 % | 1.330.403 $ | +822.895 $ | +162,1 % | 507.508 $ | +467.524 $ | +1.169,3 % | |||
| Fiscal Wisdom Wealth Management, LLC | 1.336.205 $ | +298.025 $ | +28,7 % | 1.038.180 $ | ||||||||
| Stonebridge Financial Group, LLC | 1.312.899 $ | +1.017.088 $ | +343,8 % | 295.811 $ | -19.742 $ | -6,3 % | 315.553 $ | -20.914 $ | -6,2 % | |||
| Steward Partners Investment Advisory, LLC | 1.222.564 $ | +322.680 $ | +35,9 % | 899.884 $ | +582.822 $ | +183,8 % | 317.062 $ | +151.933 $ | +92,0 % | |||
| Parsonex Advisory Services, Inc. | 1.121.811 $ | +292.114 $ | +35,2 % | |||||||||
| Indivisible Partners | 1.043.345 $ | -62.843 $ | -5,7 % | 1.106.188 $ | ||||||||
| CGN Advisors LLC | 1.080.743 $ | +76.347 $ | +7,6 % | 1.004.396 $ | +260.587 $ | +35,0 % | 743.809 $ | +131.039 $ | +21,4 % | 612.770 $ | +225.408 $ | +58,2 % |
| Confluence Wealth Services, Inc. | 1.052.284 $ | -8.977 $ | -0,8 % | 1.061.261 $ | +41.546 $ | +4,1 % | ||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.008.368 $ | -36.765 $ | -3,5 % | 1.045.133 $ | +139.848 $ | +15,4 % | 905.285 $ | -13.968 $ | -1,5 % | 919.253 $ | +171.968 $ | +23,0 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 944.627 $ | -73.128 $ | -7,2 % | 1.017.755 $ | +786.627 $ | +340,3 % | 231.128 $ | +125.249 $ | +118,3 % | 105.879 $ | +71.337 $ | +206,5 % |
| Cyndeo Wealth Partners, LLC | 310.802 $ | -703.423 $ | -69,4 % | 1.014.225 $ | +41.478 $ | +4,3 % | 972.747 $ | +87.835 $ | +9,9 % | 884.912 $ | -15.425 $ | -1,7 % |
| Mutual Advisors, LLC | 996.361 $ | +439.952 $ | +79,1 % | 556.409 $ | -61.810 $ | -10,0 % | 618.219 $ | -1.228 $ | -0,2 % | |||
| Pines Wealth Management, LLC | 885.114 $ | -97.412 $ | -9,9 % | 982.526 $ | +468 $ | +0,0 % | 982.058 $ | +174.707 $ | +21,6 % | 807.351 $ | +24.209 $ | +3,1 % |
| Clearwave Capital, LLC | 836.966 $ | -7.855 $ | -0,9 % | 844.821 $ | -120.625 $ | -12,5 % | 965.446 $ | -2.307 $ | -0,2 % | 967.753 $ | ||
| Boyer Financial Services, Inc. | 551.815 $ | +18.765 $ | +3,5 % | 533.050 $ | -416.908 $ | -43,9 % | 949.958 $ | +207.978 $ | +28,0 % | 741.980 $ | ||
| Integrated Wealth Concepts LLC | 943.104 $ | +168.625 $ | +21,8 % | 774.479 $ | +223.369 $ | +40,5 % | 551.110 $ | +146.039 $ | +36,1 % | |||
| DAVENPORT & Co LLC | 889.681 $ | +83.665 $ | +10,4 % | 806.016 $ | -3.490 $ | -0,4 % | 809.506 $ | +70.417 $ | +9,5 % | 739.089 $ | +83.686 $ | +12,8 % |
| Gateway Wealth Partners, LLC | 579.579 $ | -283.641 $ | -32,9 % | 863.220 $ | +515.131 $ | +148,0 % | 348.089 $ | +109.570 $ | +45,9 % | |||
| TCFG WEALTH MANAGEMENT, LLC | 761.269 $ | -30.834 $ | -3,9 % | 792.103 $ | -34.630 $ | -4,2 % | ||||||
| Bleakley Financial Group, LLC | 622.898 $ | -117.997 $ | -15,9 % | 740.895 $ | -41.538 $ | -5,3 % | 782.433 $ | -134.505 $ | -14,7 % | |||
| Merited Wealth, LLC | 765.811 $ | |||||||||||
| TCFG Investment Advisors, LLC | 727.987 $ | -32.431 $ | -4,3 % | 760.418 $ | -851 $ | -0,1 % | 761.269 $ | |||||
| Aptus Capital Advisors, LLC | 587.905 $ | +330.005 $ | +128,0 % | 257.900 $ | -487.287 $ | -65,4 % | 745.187 $ | +860 $ | +0,1 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 587.905 $ | +330.005 $ | +128,0 % | 257.900 $ | -487.287 $ | -65,4 % | 745.187 $ | +860 $ | +0,1 % | |||
| Dynamic Advisor Solutions LLC | 646.800 $ | -39.152 $ | -5,7 % | 685.952 $ | -54.395 $ | -7,3 % | 740.347 $ | +3.214 $ | +0,4 % | 737.133 $ | -735.102 $ | -49,9 % |
| CITIGROUP INC | 709.841 $ | +16.679 $ | +2,4 % | 693.162 $ | +386.263 $ | +125,9 % | 306.899 $ | |||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 698.144 $ | +1.484 $ | +0,2 % | 696.660 $ | +53.900 $ | +8,4 % | 642.760 $ | +3.847 $ | +0,6 % | |||
| Capital Planning Advisors, LLC | 676.781 $ | -5.773 $ | -0,8 % | 682.554 $ | ||||||||
| Tortuga Wealth Management, Inc | 648.752 $ | -12.332 $ | -1,9 % | 661.084 $ | -9.278 $ | -1,4 % | 670.362 $ | +142.518 $ | +27,0 % | 527.844 $ | ||
| Jacobi Capital Management LLC | 664.980 $ | -4.943 $ | -0,7 % | 669.923 $ | +67.306 $ | +11,2 % | 602.617 $ | |||||
| Global Retirement Partners, LLC | 663.860 $ | +151.203 $ | +29,5 % | 512.657 $ | +591 $ | +0,1 % | ||||||
| Burford Brothers, Inc. | 463.355 $ | -56.477 $ | -10,9 % | 519.832 $ | -140.830 $ | -21,3 % | 660.662 $ | +52.751 $ | +8,7 % | 607.911 $ | -91.580 $ | -13,1 % |
| MSH Capital Advisors LLC | 658.419 $ | |||||||||||
| Keudell/Morrison Wealth Management | 559.335 $ | -48.928 $ | -8,0 % | 608.263 $ | -29.171 $ | -4,6 % | 637.434 $ | |||||
| Aurdan Capital Management, LLC | 630.824 $ | +119 $ | +0,0 % | 630.705 $ | +145.508 $ | +30,0 % | 485.197 $ | +1.518 $ | +0,3 % | |||
| KWB Wealth | 627.424 $ | +257.250 $ | +69,5 % | 370.174 $ | +0 $ | +0,0 % | 370.174 $ | |||||
| GOLDMAN SACHS GROUP INC | 621.952 $ | |||||||||||
| CULLEN/FROST BANKERS, INC. | 515.083 $ | -102.845 $ | -16,6 % | 617.928 $ | +95.207 $ | +18,2 % | 522.721 $ | +121.802 $ | +30,4 % | 400.919 $ | +266.995 $ | +199,4 % |
| Beacon Financial Advisory LLC | 571.806 $ | +193.114 $ | +51,0 % | 378.692 $ | -14.802 $ | -3,8 % | 393.494 $ | +34.848 $ | +9,7 % | |||
| ASSETMARK, INC | 569.009 $ | +90.354 $ | +18,9 % | 478.655 $ | +117.028 $ | +32,4 % | 361.627 $ | +48.363 $ | +15,4 % | 313.264 $ | +140.549 $ | +81,4 % |
| ADVISORTRUST PARTNERS, LLC | 556.005 $ | -10.570 $ | -1,9 % | 566.575 $ | +203.890 $ | +56,2 % | 362.685 $ | -3.094 $ | -0,8 % | 365.779 $ | ||
| Sowell Financial Services LLC | 298.777 $ | -207.532 $ | -41,0 % | 506.309 $ | -58.966 $ | -10,4 % | 565.275 $ | -264.162 $ | -31,8 % | |||
| Rockefeller Capital Management L.P. | 555.701 $ | +540.585 $ | +3.576,2 % | 15.116 $ | -332.846 $ | -95,7 % | 347.962 $ | -284.703 $ | -45,0 % | |||
| FIFTH THIRD BANCORP | 543.442 $ | -7.618 $ | -1,4 % | 551.060 $ | +141.463 $ | +34,5 % | 409.597 $ | |||||
| Advisory Services Network, LLC | 396.915 $ | -152.207 $ | -27,7 % | 549.122 $ | +430.783 $ | +364,0 % | ||||||
| U.S. Capital Wealth Advisors, LLC | 480.184 $ | -56.116 $ | -10,5 % | 536.300 $ | +288.217 $ | +116,2 % | ||||||
| SMITH, MOORE & CO. | 427.999 $ | +18.876 $ | +4,6 % | 409.123 $ | -115.156 $ | -22,0 % | 524.279 $ | -70.007 $ | -11,8 % | |||
| Continuum Advisory, LLC | 466.897 $ | +24.366 $ | +5,5 % | 442.531 $ | -81.597 $ | -15,6 % | 524.128 $ | -58.681 $ | -10,1 % | |||
| J. Derek Lewis & Associates Inc. | 314.713 $ | -143.166 $ | -31,3 % | 457.879 $ | -26.588 $ | -5,5 % | 484.467 $ | -32.185 $ | -6,2 % | 516.652 $ | ||
| ENDEAVOR PRIVATE WEALTH, INC. | 489.465 $ | +21.241 $ | +4,5 % | 468.224 $ | +587 $ | +0,1 % | 467.637 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 465.404 $ | +21.507 $ | +4,8 % | 443.897 $ | -42.100 $ | -8,7 % | 485.997 $ | +126.330 $ | +35,1 % | |||
| Ausdal Financial Partners, Inc. | 472.951 $ | +24.254 $ | +5,4 % | 448.697 $ | +22.921 $ | +5,4 % | 425.776 $ | -26.332 $ | -5,8 % | |||
| Strategic Family Wealth Counselors, L.L.C. | 444.981 $ | -8.459 $ | -1,9 % | 453.440 $ | -1.058 $ | -0,2 % | 454.498 $ | -3.876 $ | -0,8 % | 458.374 $ | +528 $ | +0,1 % |
| ProCore Advisors, LLC | 232.805 $ | -4.426 $ | -1,9 % | 237.231 $ | -18.090 $ | -7,1 % | 255.321 $ | -196.343 $ | -43,5 % | 451.664 $ | ||
| BFC Planning, Inc. | 440.418 $ | +94.968 $ | +27,5 % | 345.450 $ | -1.380 $ | -0,4 % | 346.830 $ | +69.292 $ | +25,0 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 430.233 $ | +6.076 $ | +1,4 % | 424.157 $ | +36.503 $ | +9,4 % | 387.654 $ | +22.791 $ | +6,2 % | 364.863 $ | +8.970 $ | +2,5 % |
| Capital Analysts, LLC | 430.000 $ | +169.000 $ | +64,8 % | 261.000 $ | +16.000 $ | +6,5 % | 245.000 $ | +34.000 $ | +16,1 % | |||
| Atria Investments, Inc | 419.933 $ | +92.776 $ | +28,4 % | 327.157 $ | +34.544 $ | +11,8 % | 292.613 $ | |||||
| Hartmann Taylor Wealth Management, LLC | 415.363 $ | +184.542 $ | +80,0 % | 230.821 $ | +0 $ | +0,0 % | 230.821 $ | |||||
| Brookstone Capital Management | 381.603 $ | -29.640 $ | -7,2 % | 411.243 $ | +22.227 $ | +5,7 % | 389.016 $ | -20.511 $ | -5,0 % | 409.527 $ | -226.334 $ | -35,6 % |
| INTEGRITY ALLIANCE, LLC. | 365.804 $ | |||||||||||
| Cooper Financial Group | 364.181 $ | |||||||||||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 359.000 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 312.702 $ | -28.315 $ | -8,3 % | 341.017 $ | -10.019 $ | -2,9 % | 351.036 $ | |||||
| Arkadios Wealth Advisors | 342.294 $ | +13.594 $ | +4,1 % | 328.700 $ | +18.041 $ | +5,8 % | 310.659 $ | +90.979 $ | +41,4 % | |||
| Charter Capital Management, LLC\DE | 334.432 $ | +55.060 $ | +19,7 % | 279.372 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 275.212 $ | +1.161 $ | +0,4 % | 274.051 $ | -50.360 $ | -15,5 % | 324.411 $ | |||||
| Gallagher Fiduciary Advisors, LLC | 323.246 $ | +33.856 $ | +11,7 % | 289.390 $ | ||||||||
| Ameritas Advisory Services, LLC | 301.197 $ | +83.363 $ | +38,3 % | 217.834 $ | +142.709 $ | +190,0 % | ||||||
| COMERICA BANK | 295.942 $ | -7.531 $ | -2,5 % | |||||||||
| BANK OF AMERICA CORP /DE/ | 295.844 $ | |||||||||||
| Stratos Wealth Partners, LTD. | 293.856 $ | +7.769 $ | +2,7 % | 286.087 $ | -405.771 $ | -58,6 % | ||||||
| Summit Global Investments | 271.000 $ | -5.000 $ | -1,8 % | 276.000 $ | +2.000 $ | +0,7 % | 274.000 $ | |||||
| PRIVATE TRUST CO NA | 270.014 $ | -5.133 $ | -1,9 % | 275.147 $ | -641 $ | -0,2 % | 275.788 $ | +204.573 $ | +287,3 % | 71.215 $ | +82 $ | +0,1 % |
| Diversify Advisory Services, LLC | 275.212 $ | +1.161 $ | +0,4 % | 274.051 $ | +33.074 $ | +13,7 % | 240.977 $ | |||||
| Nova Financial LLC | 273.406 $ | |||||||||||
| Kercheville Advisors, LLC | 268.155 $ | -5.098 $ | -1,9 % | 273.253 $ | +9.679 $ | +3,7 % | 263.574 $ | +36.505 $ | +16,1 % | 227.069 $ | ||
| OneAscent Financial Services LLC | 251.025 $ | -17.747 $ | -6,6 % | 268.772 $ | ||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 257.426 $ | +2.241 $ | +0,9 % | 255.185 $ | -610 $ | -0,2 % | 255.795 $ | +4.237 $ | +1,7 % | |||
| M Holdings Securities, Inc. | 257.000 $ | |||||||||||
| FLORIDA FINANCIAL ADVISORS, LLC | 250.173 $ | |||||||||||
| AE Wealth Management LLC | 249.816 $ | |||||||||||
| Allworth Financial LP | 158.694 $ | +0 $ | +0,0 % | 158.694 $ | +100 $ | +0,1 % | 158.594 $ | -87.455 $ | -35,5 % | 246.049 $ | +1.612 $ | +0,7 % |
| PRINCIPAL SECURITIES, INC. | 231.228 $ | +15.345 $ | +7,1 % | 215.883 $ | +249 $ | +0,1 % | ||||||
| CVFG LLC | 226.862 $ | +18.619 $ | +8,9 % | 208.243 $ | ||||||||
| Global Financial Private Client, LLC | 207.429 $ | -3.943 $ | -1,9 % | 211.372 $ | -493 $ | -0,2 % | 211.865 $ | -1.807 $ | -0,8 % | 213.672 $ | +246 $ | +0,1 % |
| RHODES INVESTMENT ADVISORS INC /ADV | 208.060 $ | -3.955 $ | -1,9 % | 212.015 $ | -495 $ | -0,2 % | 212.510 $ | |||||
| Geneos Wealth Management Inc. | 30.181 $ | -178.512 $ | -85,5 % | 208.693 $ | -1.780 $ | -0,8 % | 210.473 $ | +10.557 $ | +5,3 % | |||
| Balboa Wealth Partners | 207.632 $ | |||||||||||
| Rather & Kittrell, Inc. | 205.572 $ | +3.188 $ | +1,6 % | 202.384 $ | +234 $ | +0,1 % | ||||||
| GARRISON POINT ADVISORS, LLC | 202.752 $ | |||||||||||
| Johnson Bixby & Associates, LLC | 200.154 $ | -466 $ | -0,2 % | 200.620 $ | -1.712 $ | -0,8 % | 202.332 $ | +234 $ | +0,1 % | |||
| Farther Finance Advisors, LLC | 180.992 $ | +165.348 $ | +1.056,9 % | 15.644 $ | +15.515 $ | +12.027,1 % | 129 $ | -1 $ | -0,8 % | 130 $ | ||
| HAZLETT, BURT & WATSON, INC. | 107.000 $ | -64.000 $ | -37,4 % | 171.000 $ | +6.000 $ | +3,6 % | 165.000 $ | +35.000 $ | +26,9 % | 130.000 $ | ||
| Bare Financial Services, Inc | 164.655 $ | -3.130 $ | -1,9 % | 167.785 $ | -392 $ | -0,2 % | 168.177 $ | -1.434 $ | -0,8 % | 169.611 $ | ||
| IFG Advisory, LLC | 157.086 $ | |||||||||||
| Spire Wealth Management | 132.341 $ | -1.017 $ | -0,8 % | 133.358 $ | +1.162 $ | +0,9 % | 132.196 $ | -316 $ | -0,2 % | 132.512 $ | +2.194 $ | +1,7 % |
| Smartleaf Asset Management LLC | 131.093 $ | +51 $ | +0,0 % | 131.042 $ | +6.927 $ | +5,6 % | 124.115 $ | -3.138 $ | -2,5 % | |||
| Capital Investment Advisory Services, LLC | 112.380 $ | +11.518 $ | +11,4 % | 100.862 $ | +29.682 $ | +41,7 % | 71.180 $ | -9.633 $ | -11,9 % | 80.813 $ | ||
| Tower Research Capital LLC (TRC) | 2.393 $ | -99.916 $ | -97,7 % | 102.309 $ | ||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 87.893 $ | +11.606 $ | +15,2 % | 76.287 $ | -54.325 $ | -41,6 % | ||||||
| AMERIFLEX GROUP, INC. | 81.821 $ | -191 $ | -0,2 % | 82.012 $ | ||||||||
| ST GERMAIN D J CO INC | 52.695 $ | -22.096 $ | -29,5 % | 74.791 $ | -638 $ | -0,8 % | 75.429 $ | +87 $ | +0,1 % | |||
| Synergy Investment Management, LLC | 74.617 $ | -174 $ | -0,2 % | 74.791 $ | ||||||||
| Signature Equity Partners, LLC | 61.156 $ | +47.030 $ | +332,9 % | 14.126 $ | -33 $ | -0,2 % | 14.159 $ | -120 $ | -0,8 % | 14.279 $ | ||
| Signature Resources Capital Management, LLC | 53.732 $ | -1.021 $ | -1,9 % | 54.753 $ | -128 $ | -0,2 % | 54.881 $ | -442 $ | -0,8 % | 55.323 $ | -3.496 $ | -5,9 % |
| Sound Income Strategies, LLC | 38.586 $ | |||||||||||
| JPMORGAN CHASE & CO | 37.934 $ | +37.919 $ | +252.793,3 % | 15 $ | +0 $ | +0,0 % | 15 $ | -15 $ | -50,0 % | |||
| Central Pacific Bank - Trust Division | 35.582 $ | |||||||||||
| North Star Investment Management Corp. | 35.473 $ | |||||||||||
| Birchwood Financial Partners, Inc. | 31.120 $ | -232 $ | -0,7 % | 31.352 $ | -9 $ | -0,0 % | 31.361 $ | -267 $ | -0,8 % | 31.628 $ | ||
| FLAGSHIP HARBOR ADVISORS, LLC | 27.811 $ | |||||||||||
| GAMMA Investing LLC | 26.836 $ | |||||||||||
| LANARK FINANCIAL, INC. | 283 $ | -22.618 $ | -98,8 % | 22.901 $ | -638 $ | -2,7 % | 23.539 $ | |||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 10.163 $ | -24 $ | -0,2 % | 10.187 $ | -87 $ | -0,8 % | 10.274 $ | |||||
| CoreCap Advisors, LLC | 8.383 $ | +3.417 $ | +68,8 % | 4.966 $ | -11 $ | -0,2 % | 4.977 $ | -43 $ | -0,9 % | 5.020 $ | +6 $ | +0,1 % |
| Silver Grove Financial Group, Inc. | 7.323 $ | -267 $ | -3,5 % | 7.590 $ | ||||||||
| EverSource Wealth Advisors, LLC | 3.017 $ | -26 $ | -0,9 % | 3.043 $ | +3 $ | +0,1 % | ||||||
| Financial Life Planners | 1.844 $ | |||||||||||
| Downshift Financial, LLC | 205 $ | |||||||||||
| Gesamt | 620.645.562 $ | +71.681.554 $ | +164,2 % | 1.606.625.747 $ | +162.493.702 $ | +1.550,1 % | 1.432.953.805 $ | +130.455.806 $ | +31,0 % | 1.271.730.476 $ | +173.467.511 $ | +44,2 % |