| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 3.216.439.676 $ | +568.207.065 $ | +200,7 % | 2.623.294.542 $ | -4.464.856 $ | +93,9 % | 2.708.988.830 $ | +621.425.223 $ | +4.767,2 % | 2.006.666.387 $ | +439.179.551 $ | +70,5 % | |
| SEI INVESTMENTS CO | 1.887.852.410 $ | +250.566.820 $ | +15,3 % | 1.637.285.590 $ | +34.426.028 $ | +2,1 % | 1.602.859.562 $ | +43.754.122 $ | +2,8 % | 1.559.105.440 $ | +360.873.550 $ | +30,1 % |
| SUMMIT WEALTH GROUP LLC / CO | 571.167.011 $ | +138.544.512 $ | +32,0 % | 432.622.499 $ | +83.396.217 $ | +23,9 % | 349.226.282 $ | +348.977.026 $ | +140.007,5 % | 249.256 $ | -24.009.735 $ | -99,0 % |
| OSAIC HOLDINGS, INC. | 53.032.835 $ | +30.298.328 $ | +133,3 % | 22.734.507 $ | -198.012.354 $ | -89,7 % | 220.746.861 $ | +200.787.657 $ | +1.006,0 % | 19.959.204 $ | +11.755.791 $ | +143,3 % |
| Diversified Enterprises, LLC | 115.937.634 $ | +13.323.889 $ | +13,0 % | 102.613.745 $ | +95.444.096 $ | +1.331,2 % | 7.169.649 $ | +3.080.822 $ | +75,3 % | 4.088.827 $ | +484.541 $ | +13,4 % |
| S&T BANK/PA | 102.296.633 $ | +26.586.593 $ | +35,1 % | 75.710.040 $ | +7.356.731 $ | +10,8 % | 68.353.309 $ | +5.147.939 $ | +8,1 % | 63.205.370 $ | +31.106.732 $ | +96,9 % |
| Merit Financial Group, LLC | 79.320.614 $ | +30.849.572 $ | +63,6 % | 48.471.042 $ | +29.256.565 $ | +152,3 % | 19.214.477 $ | +1.224.570 $ | +6,8 % | 17.989.907 $ | +9.578.703 $ | +113,9 % |
| 3EDGE Asset Management, LP | 36.354.999 $ | +25.112.980 $ | +223,4 % | 11.242.019 $ | -49.838.662 $ | -81,6 % | 61.080.681 $ | |||||
| Pollock Investment Advisors, LLC | 51.512.576 $ | +1.500.892 $ | +3,0 % | 50.011.684 $ | +952.725 $ | +1,9 % | ||||||
| ENVESTNET ASSET MANAGEMENT INC | 43.982.651 $ | +10.080.455 $ | +29,7 % | 33.902.196 $ | -537.145 $ | -1,6 % | 34.439.341 $ | +850.453 $ | +2,5 % | 33.588.888 $ | +7.055.460 $ | +26,6 % |
| TRUIST FINANCIAL CORP | 35.720.486 $ | +4.395.249 $ | +14,0 % | 31.325.237 $ | -459.830 $ | -1,4 % | 31.785.067 $ | +524.515 $ | +1,7 % | 31.260.552 $ | +6.339.281 $ | +25,4 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.481.004 $ | +8.047.333 $ | +52,1 % | 15.433.671 $ | -17.345.134 $ | -52,9 % | 32.778.805 $ | +1.831.551 $ | +5,9 % | 30.947.254 $ | +5.513.539 $ | +21,7 % |
| Beacon Pointe Advisors, LLC | 29.233.429 $ | +20.648 $ | +0,1 % | 29.212.781 $ | +648.498 $ | +2,3 % | 28.564.283 $ | |||||
| Yeomans Consulting Group, Inc. | 24.747.034 $ | |||||||||||
| COMPASS CAPITAL CORP /MA/ /ADV | 17.834.977 $ | +2.076.110 $ | +13,2 % | 15.758.867 $ | +1.734.682 $ | +12,4 % | 14.024.185 $ | +1.295.763 $ | +10,2 % | 12.728.422 $ | +861.916 $ | +7,3 % |
| Cambridge Investment Research Advisors, Inc. | 16.232.000 $ | +2.464.000 $ | +17,9 % | 13.768.000 $ | +1.947.000 $ | +16,5 % | 11.821.000 $ | +1.067.000 $ | +9,9 % | 10.754.000 $ | +6.057.000 $ | +129,0 % |
| K2 Financial Inc. | 14.558.468 $ | +903.294 $ | +6,6 % | 13.655.174 $ | +873.103 $ | +6,8 % | 12.782.071 $ | +567.873 $ | +4,6 % | 12.214.198 $ | +2.730.672 $ | +28,8 % |
| Apeiron RIA LLC | 2.142.716 $ | +1.807.334 $ | +538,9 % | 335.382 $ | +77.631 $ | +30,1 % | 257.751 $ | -12.862.929 $ | -98,0 % | 13.120.680 $ | -878.728 $ | -6,3 % |
| Global Retirement Partners, LLC | 12.382.113 $ | +3.504.594 $ | +39,5 % | 8.877.519 $ | +8.868.508 $ | +98.418,7 % | ||||||
| Apella Capital, LLC | 10.885.948 $ | -1.157.339 $ | -9,6 % | 12.043.287 $ | +559.340 $ | +4,9 % | 11.483.947 $ | +1.301.481 $ | +12,8 % | 10.182.466 $ | ||
| Perigon Wealth Management, LLC | 11.844.218 $ | +3.387.441 $ | +40,1 % | 8.456.777 $ | ||||||||
| PETRA FINANCIAL ADVISORS INC | 11.800.998 $ | +5.952.075 $ | +101,8 % | 5.848.923 $ | +316.519 $ | +5,7 % | 5.532.404 $ | +848.628 $ | +18,1 % | |||
| Stark Wealth Management LLC | 10.847.491 $ | +2.421.918 $ | +28,7 % | 8.425.573 $ | +4.182.371 $ | +98,6 % | ||||||
| JANE STREET GROUP, LLC | 3.020.583 $ | -7.297.118 $ | -70,7 % | 10.317.701 $ | +8.695.315 $ | +536,0 % | 1.622.386 $ | +423.167 $ | +35,3 % | 1.199.219 $ | -1.363.017 $ | -53,2 % |
| StoneCrest Wealth Management, Inc. | 9.645.744 $ | |||||||||||
| Csenge Advisory Group | 8.374.986 $ | +1.366.351 $ | +19,5 % | 7.008.635 $ | -707.595 $ | -9,2 % | 7.716.230 $ | +614.985 $ | +8,7 % | 7.101.245 $ | +2.705.407 $ | +61,5 % |
| Ameritas Advisory Services, LLC | 33.914 $ | -7.487.847 $ | -99,5 % | 7.521.761 $ | -96.250 $ | -1,3 % | 7.618.011 $ | +7.609.482 $ | +89.218,9 % | 8.529 $ | ||
| Brookwood Investment Group LLC | 7.499.627 $ | +2.552.791 $ | +51,6 % | |||||||||
| NewEdge Advisors, LLC | 7.486.693 $ | +915.368 $ | +13,9 % | 6.571.325 $ | +28.290 $ | +0,4 % | 6.543.035 $ | +124.099 $ | +1,9 % | 6.418.936 $ | +1.270.597 $ | +24,7 % |
| Meriwether Wealth & Planning, LLC | 4.557.662 $ | -2.892.622 $ | -38,8 % | 7.450.284 $ | +436.487 $ | +6,2 % | 7.013.797 $ | +848.581 $ | +13,8 % | 6.165.216 $ | +980.088 $ | +18,9 % |
| Mariner, LLC | 7.166.722 $ | +6.964.011 $ | +3.435,4 % | 202.711 $ | ||||||||
| BlueChip Wealth Advisors LLC | 353.631 $ | -6.621.496 $ | -94,9 % | 6.975.127 $ | +222.364 $ | +3,3 % | 6.752.763 $ | +6.401.499 $ | +1.822,4 % | |||
| United Advisor Group, LLC | 6.901.086 $ | +1.282.528 $ | +22,8 % | 5.618.558 $ | +280.712 $ | +5,3 % | 5.337.846 $ | +881.552 $ | +19,8 % | 4.456.294 $ | +995.977 $ | +28,8 % |
| Savant Capital, LLC | 6.637.410 $ | |||||||||||
| LPL Financial LLC | 6.499.715 $ | +3.297.190 $ | +103,0 % | 3.202.525 $ | +925.125 $ | +40,6 % | 2.277.400 $ | +27.081 $ | +1,2 % | 2.250.319 $ | +349.990 $ | +18,4 % |
| CAHILL FINANCIAL ADVISORS INC | 4.375.025 $ | +359.917 $ | +9,0 % | 4.015.108 $ | -1.314.780 $ | -24,7 % | 5.329.888 $ | -586.883 $ | -9,9 % | 5.916.771 $ | +1.224.199 $ | +26,1 % |
| EXENCIAL WEALTH ADVISORS, LLC | 5.446.328 $ | +143.022 $ | +2,7 % | 5.303.306 $ | -554.439 $ | -9,5 % | 5.857.745 $ | +1.718.188 $ | +41,5 % | |||
| Stewardship Advisors, LLC | 5.834.805 $ | +1.350.944 $ | +30,1 % | 4.483.861 $ | +96.735 $ | +2,2 % | 4.387.126 $ | +353.418 $ | +8,8 % | 4.033.708 $ | +2.511.159 $ | +164,9 % |
| Lynx Investment Advisory | 5.793.288 $ | +1.124.864 $ | +24,1 % | 4.668.424 $ | -46.312 $ | -1,0 % | 4.714.736 $ | +396.379 $ | +9,2 % | 4.318.357 $ | +632.521 $ | +17,2 % |
| OLD MISSION CAPITAL LLC | 1.217.357 $ | -3.570.512 $ | -74,6 % | 4.787.869 $ | +3.939.954 $ | +464,7 % | 847.915 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 4.468.800 $ | |||||||||||
| Turning Point Benefit Group, Inc. | 4.242.957 $ | +4.188.092 $ | +7.633,4 % | 54.865 $ | -272.874 $ | -83,3 % | 327.739 $ | |||||
| LexAurum Advisors, LLC | 4.171.750 $ | +1.337.082 $ | +47,2 % | 2.834.668 $ | -4.817 $ | -0,2 % | 2.839.485 $ | +562.592 $ | +24,7 % | |||
| CORA CAPITAL ADVISORS LLC | 3.727.865 $ | +1.805.945 $ | +94,0 % | 1.921.920 $ | -45.553 $ | -2,3 % | 1.967.473 $ | +714.077 $ | +57,0 % | 1.253.396 $ | +68.754 $ | +5,8 % |
| OneAscent Financial Services LLC | 3.357.634 $ | +827.565 $ | +32,7 % | 2.530.069 $ | -104.293 $ | -4,0 % | 2.634.362 $ | +155.237 $ | +6,3 % | 2.479.125 $ | -4.077.875 $ | -62,2 % |
| CITADEL ADVISORS LLC | 3.246.445 $ | +670.322 $ | +26,0 % | 2.576.123 $ | -175.118 $ | -6,4 % | 2.751.241 $ | +675.443 $ | +32,5 % | 2.075.798 $ | +1.331.068 $ | +178,7 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.518.788 $ | -559.027 $ | -18,2 % | 3.077.815 $ | +928.689 $ | +43,2 % | 2.149.126 $ | +368.522 $ | +20,7 % | 1.780.604 $ | +151.189 $ | +9,3 % |
| Chatterton & Associates Inc. | 2.976.969 $ | +226.728 $ | +8,2 % | 2.750.241 $ | +1.244.272 $ | +82,6 % | 1.505.969 $ | |||||
| Binnacle Investments Inc | 2.899.608 $ | +122.579 $ | +4,4 % | |||||||||
| ROYAL BANK OF CANADA | 2.739.000 $ | +1.008.000 $ | +58,2 % | 1.731.000 $ | +330.000 $ | +23,6 % | 1.401.000 $ | -667.000 $ | -32,3 % | 2.068.000 $ | -2.958.000 $ | -58,9 % |
| Cetera Investment Advisers | 2.671.064 $ | +936.639 $ | +54,0 % | 1.734.425 $ | +385.391 $ | +28,6 % | 1.349.034 $ | +557.652 $ | +70,5 % | 791.382 $ | +46.403 $ | +6,2 % |
| Advisory Services Network, LLC | 2.592.863 $ | +1.745.436 $ | +206,0 % | 847.427 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 2.398.824 $ | |||||||||||
| Cassady Wealth & Retirement Planning, LLC | 2.357.097 $ | +102.166 $ | +4,5 % | 2.254.931 $ | +87.495 $ | +4,0 % | 2.167.436 $ | |||||
| Stratos Wealth Partners, LTD. | 2.338.037 $ | +888.914 $ | +61,3 % | 1.449.123 $ | -405.047 $ | -21,8 % | 1.854.170 $ | -114.534 $ | -5,8 % | 1.968.704 $ | ||
| PRINCIPAL SECURITIES, INC. | 2.331.292 $ | +382.736 $ | +19,6 % | 1.948.556 $ | -17.987 $ | -0,9 % | 1.966.543 $ | +29.045 $ | +1,5 % | 1.937.498 $ | +484.413 $ | +33,3 % |
| TBH Global Asset Management, LLC | 2.254.325 $ | +845.324 $ | +60,0 % | 1.409.001 $ | +14.939 $ | +1,1 % | 1.394.062 $ | |||||
| Janney Montgomery Scott LLC | 2.028.000 $ | +1.530.000 $ | +307,2 % | 498.000 $ | +46.000 $ | +10,2 % | 452.000 $ | -26.000 $ | -5,4 % | 478.000 $ | ||
| Independent Wealth Network Inc. | 1.914.101 $ | +754.789 $ | +65,1 % | 1.159.312 $ | +709.001 $ | +157,4 % | 450.311 $ | |||||
| FLOW TRADERS U.S. LLC | 1.461.000 $ | -424.000 $ | -22,5 % | 1.885.000 $ | +1.564.000 $ | +487,2 % | 321.000 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.750.410 $ | |||||||||||
| Patriot Financial Group Insurance Agency, LLC | 1.140.635 $ | -563.821 $ | -33,1 % | 1.704.456 $ | +1.085.022 $ | +175,2 % | 619.434 $ | +8.179 $ | +1,3 % | 611.255 $ | +279.356 $ | +84,2 % |
| Whipplewood Advisors, LLC | 1.681.896 $ | +1.242.235 $ | +282,5 % | 439.661 $ | +290.876 $ | +195,5 % | 148.785 $ | +35.234 $ | +31,0 % | 113.551 $ | -700.866 $ | -86,1 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.613.318 $ | |||||||||||
| CALTON & ASSOCIATES, INC. | 727.347 $ | +158.935 $ | +28,0 % | 568.412 $ | -983.424 $ | -63,4 % | 1.551.836 $ | |||||
| Retirement Investment Advisors, Inc. | 1.483.265 $ | |||||||||||
| Geneos Wealth Management Inc. | 1.470.600 $ | +274.020 $ | +22,9 % | 1.196.580 $ | -11.512.070 $ | -90,6 % | ||||||
| Accelerate Investment Advisors LLC | 1.460.166 $ | +183.732 $ | +14,4 % | 1.276.434 $ | ||||||||
| WPG Advisers, LLC | 1.437.883 $ | +388.626 $ | +37,0 % | 1.049.257 $ | -106.085 $ | -9,2 % | 1.155.342 $ | -12.676 $ | -1,1 % | 1.168.018 $ | +182.691 $ | +18,5 % |
| James Hambro & Partners LLP | 1.387.067 $ | +64.569 $ | +4,9 % | 1.322.498 $ | +20.129 $ | +1,5 % | 1.302.369 $ | -24.834 $ | -1,9 % | 1.327.203 $ | ||
| Concurrent Investment Advisors, LLC | 1.323.848 $ | +144.580 $ | +12,3 % | 1.179.268 $ | -28.616 $ | -2,4 % | 1.207.884 $ | -7.491 $ | -0,6 % | 1.215.375 $ | +661.327 $ | +119,4 % |
| 55 North Private Wealth, LLC | 1.199.370 $ | |||||||||||
| UPTICK PARTNERS, LLC | 1.171.757 $ | +671.602 $ | +134,3 % | 500.155 $ | ||||||||
| Foundry Financial Group, Inc. | 1.158.571 $ | |||||||||||
| Stephenson & Company, Inc. | 1.072.242 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 989.605 $ | +920.849 $ | +1.339,3 % | 68.756 $ | ||||||||
| ROSS\JOHNSON & Associates LLC | 908.747 $ | +648.459 $ | +249,1 % | 260.288 $ | +5.869 $ | +2,3 % | 254.419 $ | +4.569 $ | +1,8 % | 249.850 $ | +191.034 $ | +324,8 % |
| Rossby Financial, LCC | 900.798 $ | +309.060 $ | +52,2 % | 591.738 $ | ||||||||
| UBS Group AG | 702.420 $ | +218.496 $ | +45,2 % | 483.924 $ | +350.671 $ | +263,2 % | 133.253 $ | -739.917 $ | -84,7 % | 873.170 $ | -1.278.954 $ | -59,4 % |
| Pinnacle Wealth Planning Services, Inc. | 838.586 $ | +400.893 $ | +91,6 % | 437.693 $ | -53.427 $ | -10,9 % | 491.120 $ | +246.986 $ | +101,2 % | 244.134 $ | +5.880 $ | +2,5 % |
| Quantum Financial Advisors, LLC | 746.807 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 730.430 $ | |||||||||||
| Sonoma Allocations LLC | 326.534 $ | -309.609 $ | -48,7 % | 636.143 $ | ||||||||
| Lifeworks Advisors, LLC | 600.253 $ | |||||||||||
| MORGAN STANLEY | 448.668 $ | +87.961 $ | +24,4 % | 360.707 $ | -215.337 $ | -37,4 % | 576.044 $ | +262.459 $ | +83,7 % | 313.585 $ | +51.144 $ | +19,5 % |
| Accurate Wealth Management, LLC | 474.022 $ | +11.197 $ | +2,4 % | 462.825 $ | -107.712 $ | -18,9 % | 570.537 $ | +128.674 $ | +29,1 % | |||
| Kestra Advisory Services, LLC | 553.821 $ | +431.239 $ | +351,8 % | 122.582 $ | ||||||||
| BCO Wealth Management LLC | 548.606 $ | |||||||||||
| RAYMOND JAMES FINANCIAL INC | 534.840 $ | |||||||||||
| MONECO ADVISORS, LLC | 510.429 $ | +251.844 $ | +97,4 % | 258.585 $ | -159.234 $ | -38,1 % | 417.819 $ | +212.293 $ | +103,3 % | 205.526 $ | ||
| Valmark Advisers, Inc. | 498.508 $ | +276.224 $ | +124,3 % | 222.284 $ | -109 $ | -0,0 % | 222.393 $ | |||||
| Prosperity Consulting Group, LLC | 491.444 $ | |||||||||||
| CWM, LLC | 110.724 $ | -26.276 $ | -19,2 % | 137.000 $ | -327.000 $ | -70,5 % | 464.000 $ | +375.000 $ | +421,3 % | |||
| Silver Grove Financial Group, Inc. | 461.687 $ | +108.761 $ | +30,8 % | 352.926 $ | +72.155 $ | +25,7 % | 280.771 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 1.762 $ | -201.145 $ | -99,1 % | 202.907 $ | -255.686 $ | -55,8 % | 458.593 $ | |||||
| INSIGNEO ADVISORY SERVICES, LLC | 452.804 $ | +3.261 $ | +0,7 % | 449.543 $ | ||||||||
| Synergy Investment Management, LLC | 436.590 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 435.000 $ | +29.000 $ | +7,1 % | 406.000 $ | ||||||||
| Summit Financial, LLC | 431.190 $ | |||||||||||
| FSA Advisors, Inc. | 426.525 $ | |||||||||||
| Focus Partners Wealth | 422.878 $ | |||||||||||
| Meridian Wealth Management, LLC | 412.771 $ | |||||||||||
| Continuum Advisory, LLC | 406.907 $ | |||||||||||
| Investmark Advisory Group LLC | 403.711 $ | +105.716 $ | +35,5 % | 297.995 $ | -2.411 $ | -0,8 % | 300.406 $ | +11.247 $ | +3,9 % | 289.159 $ | +61.296 $ | +26,9 % |
| HARBOUR INVESTMENTS, INC. | 402.987 $ | +66.515 $ | +19,8 % | 336.472 $ | +325.334 $ | +2.920,9 % | 11.138 $ | -78.626 $ | -87,6 % | 89.764 $ | +16.204 $ | +22,0 % |
| HRT FINANCIAL LP | 390.000 $ | |||||||||||
| AMERIPRISE FINANCIAL INC | 365.463 $ | |||||||||||
| AdvisorNet Financial, Inc | 356.201 $ | +161.204 $ | +82,7 % | 194.997 $ | -7.659 $ | -3,8 % | 202.656 $ | +1.603 $ | +0,8 % | 201.053 $ | +12.254 $ | +6,5 % |
| EP Wealth Advisors, LLC | 290.603 $ | |||||||||||
| Capital Investment Advisory Services, LLC | 288.789 $ | |||||||||||
| IFG Advisory, LLC | 282.755 $ | |||||||||||
| Traynor Capital Management, Inc. | 276.442 $ | |||||||||||
| NI ACQUISITIONS COMPANY, LLC | 264.001 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 261.216 $ | +35.046 $ | +15,5 % | 226.170 $ | +327 $ | +0,1 % | 225.843 $ | +14.149 $ | +6,7 % | 211.694 $ | ||
| NORTHERN TRUST CORP | 258.057 $ | +19.644 $ | +8,2 % | 238.413 $ | -16.501 $ | -6,5 % | 254.914 $ | |||||
| Bright Futures Wealth Management, LLC. | 228.209 $ | -17.924 $ | -7,3 % | 246.133 $ | -8.201 $ | -3,2 % | 254.334 $ | -3.649 $ | -1,4 % | 257.983 $ | ||
| TCP Asset Management, LLC | 254.331 $ | |||||||||||
| Larson Financial Group LLC | 106.780 $ | -143.642 $ | -57,4 % | 250.422 $ | ||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 241.417 $ | |||||||||||
| WMG Financial Advisors, LLC | 235.666 $ | |||||||||||
| AIRE ADVISORS, LLC | 229.051 $ | +28.984 $ | +14,5 % | 200.067 $ | ||||||||
| RFG Advisory, LLC | 228.253 $ | |||||||||||
| Balboa Wealth Partners | 225.258 $ | |||||||||||
| Cornerstone National Bank & Trust Co | 16.589 $ | -3.336 $ | -16,7 % | 19.925 $ | -122.076 $ | -86,0 % | 142.001 $ | -16.503 $ | -10,4 % | 158.504 $ | ||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 157.877 $ | +145.820 $ | +1.209,4 % | 12.057 $ | +6.341 $ | +110,9 % | ||||||
| ASSETMARK, INC | 154.308 $ | +20.786 $ | +15,6 % | 133.522 $ | -1.744 $ | -1,3 % | 135.266 $ | -16.736 $ | -11,0 % | 152.002 $ | +48.789 $ | +47,3 % |
| IFP Advisors, Inc | 138.785 $ | +112.412 $ | +426,2 % | 26.373 $ | +1.056 $ | +4,2 % | 25.317 $ | +838 $ | +3,4 % | 24.479 $ | +1.712 $ | +7,5 % |
| Cape Investment Advisory, Inc. | 112.850 $ | +9.199 $ | +8,9 % | 103.651 $ | +160 $ | +0,2 % | 103.491 $ | +39.488 $ | +61,7 % | |||
| Morton Brown Family Wealth, LLC | 111.739 $ | |||||||||||
| IMA Advisory Services, Inc. | 111.464 $ | |||||||||||
| CENTRAL TRUST Co | 83.982 $ | -29.059 $ | -25,7 % | |||||||||
| Blue Trust, Inc. | 76.305 $ | |||||||||||
| TOP Private Wealth LLC. | 71.959 $ | |||||||||||
| VANGUARD ADVISERS INC | 62.776 $ | |||||||||||
| Integrated Wealth Concepts LLC | 60.362 $ | |||||||||||
| JPMORGAN CHASE & CO | 53.475 $ | +3.094 $ | +6,1 % | 50.381 $ | +33.839 $ | +204,6 % | 16.542 $ | -770 $ | -4,4 % | 17.312 $ | +1.884 $ | +12,2 % |
| Innovative Asset Advisors Group, LLC | 52.130 $ | |||||||||||
| MAI Capital Management | 51.590 $ | +41.292 $ | +401,0 % | 10.298 $ | +6.193 $ | +150,9 % | 4.105 $ | +152 $ | +3,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 51.350 $ | |||||||||||
| Salomon & Ludwin, LLC | 44.022 $ | |||||||||||
| Kilter Group LLC | 25.422 $ | |||||||||||
| Allworth Financial LP | 15.830 $ | +7.888 $ | +99,3 % | 7.942 $ | -2.980 $ | -27,3 % | 10.922 $ | -2.812 $ | -20,5 % | 13.734 $ | ||
| FMR LLC | 14.698 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 13.685 $ | -37.764 $ | -73,4 % | |||||||||
| Johnson Financial Group, Inc. | 12.081 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 12.000 $ | |||||||||||
| Private Wealth Management Group, LLC | 10.798 $ | |||||||||||
| Sunrise Financial Services, LLC | 9.804 $ | +103 $ | +1,1 % | 9.701 $ | ||||||||
| CoreCap Advisors, LLC | 5.631 $ | +905 $ | +19,1 % | 4.726 $ | -4.571 $ | -49,2 % | 9.297 $ | +312 $ | +3,5 % | 8.985 $ | ||
| HORIZON FINANCIAL SERVICES, LLC | 5.786 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 0 $ | -5.369 $ | -100,0 % | 5.369 $ | ||||||||
| Golden State Wealth Management, LLC | 5.110 $ | |||||||||||
| BANK OF AMERICA CORP /DE/ | 4.182 $ | |||||||||||
| Farther Finance Advisors, LLC | 4.061 $ | +1.701 $ | +72,1 % | 2.360 $ | -16.231 $ | -87,3 % | ||||||
| Fortis Group Advisors, LLC | 1.485 $ | |||||||||||
| US BANCORP \DE\ | 1.284 $ | -23.362 $ | -94,8 % | |||||||||
| SIGNATUREFD, LLC | 1.032 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 579 $ | |||||||||||
| MCF Advisors LLC | 227 $ | |||||||||||
| TSFG, LLC | 0 $ | |||||||||||
| 3.216.439.676 $ | +568.207.065 $ | +200,7 % | 2.623.294.542 $ | -4.464.856 $ | +93,9 % | 2.708.988.830 $ | +621.425.223 $ | +4.767,2 % | 2.006.666.387 $ | +439.179.551 $ | +70,5 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
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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.