| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.178.984.128 $ | +136.702.691 $ | +86,0 % | 1.807.763.383 $ | +184.860.255 $ | +824,1 % | 1.099.132.562 $ | -47.593.489 $ | -3,9 % | 1.130.736.992 $ | +297.101.534 $ | +330,9 % | |
| NORRIS PERNE & FRENCH LLP/MI | 636.239.505 $ | +80.179.294 $ | +14,4 % | 556.060.211 $ | ||||||||
| AE Wealth Management LLC | 329.016.689 $ | +39.174.192 $ | +13,5 % | 289.842.497 $ | +12.240.715 $ | +4,4 % | 277.601.782 $ | +59.631.207 $ | +27,4 % | 217.970.575 $ | +91.550.436 $ | +72,4 % |
| 49 WEALTH MANAGEMENT, LLC | 16.248.488 $ | -278.751.390 $ | -94,5 % | 294.999.878 $ | +178.545.036 $ | +153,3 % | 116.454.842 $ | +19.473.164 $ | +20,1 % | 96.981.678 $ | +15.106.526 $ | +18,5 % |
| TrueMark Investments, LLC | 228.372.445 $ | +134.176.405 $ | +142,4 % | 94.196.040 $ | +12.019.452 $ | +14,6 % | 82.176.588 $ | -7.014.833 $ | -7,9 % | 89.191.421 $ | +82.697.601 $ | +1.273,5 % |
| AMG National Trust Bank | 210.811.354 $ | |||||||||||
| SRH ADVISORS, LLC | 197.629.645 $ | +24.706.223 $ | +14,3 % | 172.923.422 $ | +2.208.886 $ | +1,3 % | 170.714.536 $ | +4.180.382 $ | +2,5 % | 166.534.154 $ | +5.619.635 $ | +3,5 % |
| Significant Wealth Partners LLC | 50.645.180 $ | -89.044.061 $ | -63,7 % | 139.689.241 $ | -7.336.514 $ | -5,0 % | ||||||
| Mid-American Wealth Advisory Group, Inc. | 60.067.393 $ | +44.354.259 $ | +282,3 % | 15.713.134 $ | +0 $ | +0,0 % | 15.713.134 $ | -80.333 $ | -0,5 % | 15.793.467 $ | +8.114.395 $ | +105,7 % |
| Weaver Consulting Group | 48.371.378 $ | +7.321.546 $ | +17,8 % | 41.049.832 $ | +615.114 $ | +1,5 % | 40.434.718 $ | +467.515 $ | +1,2 % | 39.967.203 $ | +15.425.960 $ | +62,9 % |
| Lloyd Advisory Services, LLC. | 35.905.570 $ | +34.007.868 $ | +1.792,1 % | 1.897.702 $ | -33.574.372 $ | -94,7 % | 35.472.074 $ | +8.050.134 $ | +29,4 % | 27.421.940 $ | +13.681.904 $ | +99,6 % |
| Waverly Advisors, LLC | 28.639.528 $ | +3.698.510 $ | +14,8 % | 24.941.018 $ | +1.359.898 $ | +5,8 % | 23.581.120 $ | -915.398 $ | -3,7 % | 24.496.518 $ | +3.613.691 $ | +17,3 % |
| EverSource Wealth Advisors, LLC | 12.158.909 $ | -3.950.599 $ | -24,5 % | 16.109.508 $ | +2.823.632 $ | +21,3 % | 13.285.876 $ | -9.214.829 $ | -41,0 % | 22.500.705 $ | -3.196.452 $ | -12,4 % |
| Authentikos Wealth Advisory, LLC | 21.893.070 $ | +757.713 $ | +3,6 % | 21.135.357 $ | +4.326.358 $ | +25,7 % | 16.808.999 $ | -357.367 $ | -2,1 % | 17.166.366 $ | +12.085.782 $ | +237,9 % |
| Cornerstone Management, Inc. | 18.060.222 $ | +1.840.895 $ | +11,4 % | 16.219.327 $ | -896.757 $ | -5,2 % | 17.116.084 $ | +620.273 $ | +3,8 % | 16.495.811 $ | +251.242 $ | +1,5 % |
| TITLEIST ASSET MANAGEMENT, LLC | 14.807.392 $ | +62.947 $ | +0,4 % | 14.744.445 $ | -2.509.469 $ | -14,5 % | 17.253.914 $ | -145.192 $ | -0,8 % | 17.399.106 $ | -3.848.232 $ | -18,1 % |
| JPMORGAN CHASE & CO | 10.761.991 $ | +1.314.063 $ | +13,9 % | 9.447.928 $ | +1.186.591 $ | +14,4 % | 8.261.337 $ | -8.631.573 $ | -51,1 % | 16.892.910 $ | +9.383.241 $ | +124,9 % |
| ALONGSIDE, LLC | 16.248.488 $ | |||||||||||
| HighTower Advisors, LLC | 16.219.452 $ | +2.936.155 $ | +22,1 % | 13.283.297 $ | +537.580 $ | +4,2 % | 12.745.717 $ | -2.683.033 $ | -17,4 % | 15.428.750 $ | +596.581 $ | +4,0 % |
| B.O.S.S. Retirement Advisors, LLC | 9.846.768 $ | +636.685 $ | +6,9 % | 9.210.083 $ | -71.837 $ | -0,8 % | 9.281.920 $ | -5.418.584 $ | -36,9 % | 14.700.504 $ | +6.617.961 $ | +81,9 % |
| Wellment Financial | 13.949.447 $ | +963.715 $ | +7,4 % | 12.985.732 $ | +881 $ | +0,0 % | 12.984.851 $ | +512.534 $ | +4,1 % | 12.472.317 $ | +4.652.927 $ | +59,5 % |
| Vident Advisory, LLC | 8.974.046 $ | +877.512 $ | +10,8 % | 8.096.534 $ | -662.456 $ | -7,6 % | 8.758.990 $ | -3.867.333 $ | -30,6 % | 12.626.323 $ | +152.629 $ | +1,2 % |
| INSIGNEO ADVISORY SERVICES, LLC | 12.404.056 $ | +3.825.442 $ | +44,6 % | 8.578.614 $ | +3.481.523 $ | +68,3 % | 5.097.091 $ | |||||
| Whipplewood Advisors, LLC | 12.154.624 $ | +1.280.663 $ | +11,8 % | 10.873.961 $ | ||||||||
| Elevated Capital Advisors, LLC | 11.227.395 $ | +130.280 $ | +1,2 % | 11.097.115 $ | +6.566.879 $ | +145,0 % | 4.530.236 $ | -338.762 $ | -7,0 % | 4.868.998 $ | +2.708.095 $ | +125,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 11.169.587 $ | +4.427.975 $ | +65,7 % | 6.741.612 $ | -302.438 $ | -4,3 % | 7.044.050 $ | -170.948 $ | -2,4 % | 7.214.998 $ | ||
| LifeWealth Investments, LLC | 3.343.867 $ | -606.071 $ | -15,3 % | 3.949.938 $ | -1.557.064 $ | -28,3 % | 5.507.002 $ | -5.604.332 $ | -50,4 % | 11.111.334 $ | +5.373.373 $ | +93,6 % |
| HOWARD BAILEY SECURITIES, LLC | 10.812.867 $ | +1.034.003 $ | +10,6 % | 9.778.864 $ | +155.129 $ | +1,6 % | 9.623.735 $ | -732.925 $ | -7,1 % | 10.356.660 $ | +4.825.829 $ | +87,3 % |
| SMART Wealth LLC | 8.351.996 $ | -1.562.418 $ | -15,8 % | 9.914.414 $ | -470.907 $ | -4,5 % | 10.385.321 $ | +1.480.348 $ | +16,6 % | 8.904.973 $ | +4.173.132 $ | +88,2 % |
| ICONIQ Capital, LLC | 6.367.480 $ | +623.464 $ | +10,9 % | 5.744.016 $ | -507.770 $ | -8,1 % | 6.251.786 $ | -3.815.936 $ | -37,9 % | 10.067.722 $ | +1.866.255 $ | +22,8 % |
| Cambridge Investment Research Advisors, Inc. | 9.198.000 $ | +8.930.000 $ | +3.332,1 % | 268.000 $ | +78.000 $ | +41,1 % | 190.000 $ | +0 $ | +0,0 % | 190.000 $ | -1.031.000 $ | -84,4 % |
| POM Investment Strategies, LLC | 8.797.546 $ | +1.231.266 $ | +16,3 % | 7.566.280 $ | ||||||||
| Outlook Wealth Advisors, LLC | 4.564.955 $ | +290.435 $ | +6,8 % | 4.274.520 $ | -4.383.976 $ | -50,6 % | 8.658.496 $ | +4.526.733 $ | +109,6 % | 4.131.763 $ | +1.155.671 $ | +38,8 % |
| FWG Investments, LLC. | 8.283.710 $ | +1.598.214 $ | +23,9 % | 6.685.496 $ | +150.932 $ | +2,3 % | 6.534.564 $ | +417.265 $ | +6,8 % | 6.117.299 $ | +2.742.943 $ | +81,3 % |
| Integrated Wealth Management | 7.523.542 $ | +1.300.228 $ | +20,9 % | 6.223.314 $ | +434.981 $ | +7,5 % | 5.788.333 $ | |||||
| OLD MISSION CAPITAL LLC | 7.022.488 $ | +3.019.397 $ | +75,4 % | 4.003.091 $ | +44.194 $ | +1,1 % | 3.958.897 $ | +890.894 $ | +29,0 % | 3.068.003 $ | +2.289.817 $ | +294,3 % |
| CreativeOne Wealth, LLC | 203.666 $ | -4.422.703 $ | -95,6 % | 4.626.369 $ | +4.420.498 $ | +2.147,2 % | 205.871 $ | -6.805.823 $ | -97,1 % | 7.011.694 $ | +78.996 $ | +1,1 % |
| FSA Advisors, Inc. | 5.722.541 $ | +1.540.601 $ | +36,8 % | 4.181.940 $ | +784.254 $ | +23,1 % | 3.397.686 $ | +1.413.594 $ | +71,2 % | |||
| PARK AVENUE SECURITIES LLC | 5.380.000 $ | +305.000 $ | +6,0 % | 5.075.000 $ | -354.000 $ | -6,5 % | 5.429.000 $ | -145.000 $ | -2,6 % | 5.574.000 $ | ||
| Valtinson Bruner Financial Planning LLC | 5.377.577 $ | +532.813 $ | +11,0 % | 4.844.764 $ | -244.527 $ | -4,8 % | 5.089.291 $ | -320.835 $ | -5,9 % | 5.410.126 $ | ||
| Great Lakes Retirement, Inc. | 5.078.100 $ | +47.222 $ | +0,9 % | 5.030.878 $ | +304.496 $ | +6,4 % | 4.726.382 $ | +159.158 $ | +3,5 % | 4.567.224 $ | +2.198.830 $ | +92,8 % |
| Verity & Verity, LLC | 241.800 $ | -4.738.866 $ | -95,1 % | 4.980.666 $ | ||||||||
| OneAscent Financial Services LLC | 4.921.417 $ | +1.102.022 $ | +28,9 % | 3.819.395 $ | +100.389 $ | +2,7 % | 3.719.006 $ | +1.564.630 $ | +72,6 % | 2.154.376 $ | -117.624 $ | -5,2 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.839.464 $ | +1.848.212 $ | +61,8 % | |||||||||
| Sanctuary Advisors, LLC | 4.639.173 $ | +1.653.905 $ | +55,4 % | 2.985.268 $ | +733.780 $ | +32,6 % | 2.251.488 $ | -838.547 $ | -27,1 % | 3.090.035 $ | +1.763.388 $ | +132,9 % |
| Bare Financial Services, Inc | 4.486.778 $ | +594.337 $ | +15,3 % | 3.892.441 $ | +1.984 $ | +0,1 % | 3.890.457 $ | +646.356 $ | +19,9 % | 3.244.101 $ | +3.214.273 $ | +10.776,0 % |
| Csenge Advisory Group | 3.886.823 $ | +2.656 $ | +0,1 % | 3.884.167 $ | -438.485 $ | -10,1 % | 4.322.652 $ | +213.625 $ | +5,2 % | 4.109.027 $ | +1.350.230 $ | +48,9 % |
| Richmond Brothers, Inc. | 4.139.669 $ | |||||||||||
| Centennial Advisors, LLC | 3.807.567 $ | +833.518 $ | +28,0 % | 2.974.049 $ | -593.909 $ | -16,6 % | 3.567.958 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.464.346 $ | -105.870 $ | -3,0 % | 3.570.216 $ | ||||||||
| MORGAN STANLEY | 3.549.211 $ | +2.649.657 $ | +294,6 % | 899.554 $ | +812.712 $ | +935,9 % | 86.842 $ | -3.482 $ | -3,9 % | 90.324 $ | -406.157 $ | -81,8 % |
| CITADEL ADVISORS LLC | 1.170.614 $ | +325.301 $ | +38,5 % | 845.313 $ | -2.556.910 $ | -75,2 % | 3.402.223 $ | +1.154.882 $ | +51,4 % | 2.247.341 $ | +1.777.301 $ | +378,1 % |
| Networth Advisors, LLC | 3.186.249 $ | +338.899 $ | +11,9 % | 2.847.350 $ | -39.570 $ | -1,4 % | 2.886.920 $ | |||||
| Aegis Wealth Management, Inc. | 2.891.547 $ | +920.866 $ | +46,7 % | 1.970.681 $ | -36.469 $ | -1,8 % | 2.007.150 $ | |||||
| OSAIC HOLDINGS, INC. | 2.692.543 $ | +519.537 $ | +23,9 % | 2.173.006 $ | -703.188 $ | -24,4 % | 2.876.194 $ | +350.662 $ | +13,9 % | 2.525.532 $ | +1.357.199 $ | +116,2 % |
| Capital Investment Advisory Services, LLC | 2.794.122 $ | +283.323 $ | +11,3 % | 2.510.799 $ | -85.914 $ | -3,3 % | 2.596.713 $ | +444.716 $ | +20,7 % | 2.151.997 $ | ||
| Blue Trust, Inc. | 2.700.736 $ | +176.101 $ | +7,0 % | 2.524.635 $ | -11.170 $ | -0,4 % | 2.535.805 $ | +84.788 $ | +3,5 % | 2.451.017 $ | +257.286 $ | +11,7 % |
| JANE STREET GROUP, LLC | 1.330.326 $ | -1.302.375 $ | -49,5 % | 2.632.701 $ | +1.696.353 $ | +181,2 % | 936.348 $ | -324.922 $ | -25,8 % | 1.261.270 $ | +241.373 $ | +23,7 % |
| GOLDMAN SACHS GROUP INC | 2.514.939 $ | +15.844 $ | +0,6 % | 2.499.095 $ | +154.177 $ | +6,6 % | 2.344.918 $ | +548.499 $ | +30,5 % | 1.796.419 $ | +58.509 $ | +3,4 % |
| Quest 10 Wealth Builders, Inc. | 2.466.104 $ | +17.414 $ | +0,7 % | 2.448.690 $ | +106.866 $ | +4,6 % | 2.341.824 $ | +105.825 $ | +4,7 % | 2.235.999 $ | +970.591 $ | +76,7 % |
| Mosley Wealth Management | 2.219.058 $ | +2.088.999 $ | +1.606,2 % | 130.059 $ | ||||||||
| OneAscent Wealth Management LLC | 2.200.722 $ | +487.691 $ | +28,5 % | 1.713.031 $ | -145.771 $ | -7,8 % | 1.858.802 $ | -70.804 $ | -3,7 % | 1.929.606 $ | -157.394 $ | -7,5 % |
| GTS SECURITIES LLC | 2.043.390 $ | +411.800 $ | +25,2 % | 1.631.590 $ | +586.164 $ | +56,1 % | 1.045.426 $ | +94.277 $ | +9,9 % | 951.149 $ | +693.375 $ | +269,0 % |
| Kingdom Financial Group LLC. | 1.913.201 $ | +15.499 $ | +0,8 % | 1.897.702 $ | -26.542 $ | -1,4 % | 1.924.244 $ | +243.887 $ | +14,5 % | 1.680.357 $ | +658.519 $ | +64,4 % |
| Keel Point, LLC | 1.148.386 $ | -556.967 $ | -32,7 % | 1.705.353 $ | -59.659 $ | -3,4 % | 1.765.012 $ | -63.917 $ | -3,5 % | 1.828.929 $ | -35.716 $ | -1,9 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.725.845 $ | +155.588 $ | +9,9 % | 1.570.257 $ | +345.302 $ | +28,2 % | 1.224.955 $ | -279.163 $ | -18,6 % | 1.504.118 $ | +872.894 $ | +138,3 % |
| WOLVERINE TRADING, LLC | 1.695.099 $ | +945.099 $ | +126,0 % | |||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 1.169.000 $ | -196.000 $ | -14,4 % | 1.365.000 $ | -279.000 $ | -17,0 % | 1.644.000 $ | +268.000 $ | +19,5 % | 1.376.000 $ | ||
| BOS Asset Management, LLC | 1.623.814 $ | +210.150 $ | +14,9 % | 1.413.664 $ | +2.665 $ | +0,2 % | 1.410.999 $ | +97.054 $ | +7,4 % | 1.313.945 $ | +39.625 $ | +3,1 % |
| World Investment Advisors | 1.616.134 $ | +54.128 $ | +3,5 % | 1.562.006 $ | +101.730 $ | +7,0 % | 1.460.276 $ | -89.165 $ | -5,8 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.506.170 $ | +145.030 $ | +10,7 % | 1.361.140 $ | -227.930 $ | -14,3 % | 1.589.070 $ | +24.070 $ | +1,5 % | 1.565.000 $ | +1.231.000 $ | +368,6 % |
| EAGLE GLOBAL ADVISORS LLC | 1.268.590 $ | +37.898 $ | +3,1 % | 1.230.692 $ | +166.285 $ | +15,6 % | 1.064.407 $ | +75.661 $ | +7,7 % | 988.746 $ | -148.030 $ | -13,0 % |
| WADDELL & ASSOCIATES, LLC | 1.240.160 $ | +86.243 $ | +7,5 % | 1.153.917 $ | -20.459 $ | -1,7 % | 1.174.376 $ | +28.038 $ | +2,4 % | 1.146.338 $ | ||
| Atria Investments, Inc | 790.230 $ | -225.333 $ | -22,2 % | 1.015.563 $ | -81.167 $ | -7,4 % | 1.096.730 $ | -83.180 $ | -7,0 % | 1.179.910 $ | -439.953 $ | -27,2 % |
| Montgomery Financial Services LLC | 1.150.614 $ | |||||||||||
| Golden Reserve Retirement LLC | 1.116.016 $ | +598.587 $ | +115,7 % | 517.429 $ | -42.463 $ | -7,6 % | 559.892 $ | |||||
| Brookstone Capital Management | 1.097.487 $ | +548.981 $ | +100,1 % | 548.506 $ | ||||||||
| WEDBUSH SECURITIES INC | 1.062.000 $ | +420.000 $ | +65,4 % | 642.000 $ | -173.000 $ | -21,2 % | 815.000 $ | +100.000 $ | +14,0 % | 715.000 $ | -65.000 $ | -8,3 % |
| Alchemi Wealth, LLC | 1.052.293 $ | +205.861 $ | +24,3 % | 846.432 $ | +21.277 $ | +2,6 % | 825.155 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 988.669 $ | +5.361 $ | +0,5 % | 983.308 $ | +299.671 $ | +43,8 % | ||||||
| Arete Wealth Advisors, LLC | 650.706 $ | +63.451 $ | +10,8 % | 587.255 $ | +13.022 $ | +2,3 % | 574.233 $ | -412.767 $ | -41,8 % | 987.000 $ | -81.000 $ | -7,6 % |
| Blackston Financial Advisory Group, LLC | 958.549 $ | +733.217 $ | +325,4 % | 225.332 $ | -277.702 $ | -55,2 % | 503.034 $ | -290.796 $ | -36,6 % | 793.830 $ | +392.449 $ | +97,8 % |
| HRT FINANCIAL LP | 917.000 $ | +614.000 $ | +202,6 % | 303.000 $ | ||||||||
| Cetera Investment Advisers | 879.834 $ | +247.946 $ | +39,2 % | 631.888 $ | -26.285 $ | -4,0 % | 658.173 $ | +135.470 $ | +25,9 % | 522.703 $ | ||
| UBS Group AG | 328.917 $ | +70.467 $ | +27,3 % | 258.450 $ | +136.550 $ | +112,0 % | 121.900 $ | -725.318 $ | -85,6 % | 847.218 $ | +291.942 $ | +52,6 % |
| ROYAL BANK OF CANADA | 833.000 $ | +639.000 $ | +329,4 % | 194.000 $ | -338.000 $ | -63,5 % | 532.000 $ | -139.000 $ | -20,7 % | 671.000 $ | +55.000 $ | +8,9 % |
| Crescent Grove Advisors, LLC | 726.180 $ | -17.071 $ | -2,3 % | 743.251 $ | -1.145 $ | -0,2 % | 744.396 $ | -85.100 $ | -10,3 % | 829.496 $ | +41.695 $ | +5,3 % |
| &PARTNERS | 205.628 $ | -618.401 $ | -75,0 % | 824.029 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 743.308 $ | +255.992 $ | +52,5 % | 487.316 $ | -265.064 $ | -35,2 % | 752.380 $ | -8.857 $ | -1,2 % | 761.237 $ | ||
| M3 Advisory Group, LLC | 760.844 $ | +19.194 $ | +2,6 % | 741.650 $ | +44.443 $ | +6,4 % | 697.207 $ | +30.211 $ | +4,5 % | 666.996 $ | +60.376 $ | +10,0 % |
| Triangle Securities Wealth Management | 746.367 $ | +35.204 $ | +5,0 % | 711.163 $ | -29.440 $ | -4,0 % | 740.603 $ | +2.533 $ | +0,3 % | 738.070 $ | ||
| EVOLUTION WEALTH MANAGEMENT INC. | 739.718 $ | +120.879 $ | +19,5 % | 618.839 $ | +307.861 $ | +99,0 % | 310.978 $ | +20.978 $ | +7,2 % | 290.000 $ | +161.529 $ | +125,7 % |
| Key Capital Management, INC | 730.014 $ | +187.673 $ | +34,6 % | 542.341 $ | +74.813 $ | +16,0 % | 467.528 $ | |||||
| BROWN ADVISORY INC | 613.487 $ | +664 $ | +0,1 % | 612.823 $ | -90.444 $ | -12,9 % | 703.267 $ | +140.749 $ | +25,0 % | 562.518 $ | +2.296 $ | +0,4 % |
| AQR CAPITAL MANAGEMENT LLC | 672.932 $ | +65.802 $ | +10,8 % | 607.130 $ | -53.670 $ | -8,1 % | 660.800 $ | -24.992 $ | -3,6 % | 685.792 $ | +2.799 $ | +0,4 % |
| INSIGHT 2811, INC. | 287.685 $ | -370.153 $ | -56,3 % | 657.838 $ | +308.307 $ | +88,2 % | ||||||
| MERCER GLOBAL ADVISORS INC /ADV | 32.786 $ | -193.259 $ | -85,5 % | 226.045 $ | +2.225 $ | +1,0 % | 223.820 $ | -409.795 $ | -64,7 % | 633.615 $ | ||
| Joel Isaacson & Co., LLC | 589.371 $ | +60.806 $ | +11,5 % | 528.565 $ | +196.033 $ | +59,0 % | 332.532 $ | +75.320 $ | +29,3 % | 257.212 $ | +45.010 $ | +21,2 % |
| IFP Advisors, Inc | 584.374 $ | +318.086 $ | +119,5 % | 266.288 $ | -26.747 $ | -9,1 % | 293.035 $ | |||||
| Valmark Advisers, Inc. | 574.904 $ | +56.785 $ | +11,0 % | |||||||||
| Aptus Capital Advisors, LLC | 546.255 $ | +55.529 $ | +11,3 % | 490.726 $ | -63.097 $ | -11,4 % | 553.823 $ | -8.834 $ | -1,6 % | 562.657 $ | ||
| Tower Research Capital LLC (TRC) | 199.584 $ | -234.836 $ | -54,1 % | 434.420 $ | -121.909 $ | -21,9 % | 556.329 $ | +22.382 $ | +4,2 % | 533.947 $ | +447.307 $ | +516,3 % |
| OpenArc Corporate Advisory, LLC | 543.797 $ | +53.174 $ | +10,8 % | 490.623 $ | -43.371 $ | -8,1 % | 533.994 $ | |||||
| Sloy Dahl & Holst, LLC | 527.514 $ | +200.355 $ | +61,2 % | 327.159 $ | -50.525 $ | -13,4 % | 377.684 $ | +26.595 $ | +7,6 % | 351.089 $ | +17.188 $ | +5,1 % |
| Stratos Wealth Partners, LTD. | 526.215 $ | +250.087 $ | +90,6 % | 276.128 $ | -11.059 $ | -3,9 % | 287.187 $ | -4.944 $ | -1,7 % | 292.131 $ | ||
| Virtu Financial LLC | 515.000 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 389.326 $ | -18.781 $ | -4,6 % | 408.107 $ | -101.660 $ | -19,9 % | 509.767 $ | |||||
| WBI INVESTMENTS, LLC | 478.216 $ | +60.110 $ | +14,4 % | 418.106 $ | ||||||||
| Pasadena Private Wealth, LLC | 468.713 $ | |||||||||||
| Ethos Financial Group, LLC | 431.222 $ | +15.032 $ | +3,6 % | 416.190 $ | +0 $ | +0,0 % | 416.190 $ | -45.763 $ | -9,9 % | 461.953 $ | +499 $ | +0,1 % |
| Acorn Wealth Advisors, LLC | 456.340 $ | +194.413 $ | +74,2 % | 261.927 $ | -52.753 $ | -16,8 % | 314.680 $ | +6.140 $ | +2,0 % | 308.540 $ | +5.279 $ | +1,7 % |
| HARBOUR INVESTMENTS, INC. | 314.357 $ | -119.669 $ | -27,6 % | 434.026 $ | +4.169 $ | +1,0 % | 429.857 $ | -5.782 $ | -1,3 % | 435.639 $ | +425.913 $ | +4.379,1 % |
| MILLINGTON SECURITIES, LLC | 418.106 $ | |||||||||||
| LaSalle St. Investment Advisors, LLC | 400.042 $ | +46.007 $ | +13,0 % | 354.035 $ | -15.965 $ | -4,3 % | 370.000 $ | -2.000 $ | -0,5 % | 372.000 $ | ||
| Decker Retirement Planning Inc. | 397.272 $ | +331.922 $ | +507,9 % | 65.350 $ | +15.819 $ | +31,9 % | 49.531 $ | -23.946 $ | -32,6 % | 73.477 $ | +37.936 $ | +106,7 % |
| Financial Gravity Companies, Inc. | 393.663 $ | -109.751 $ | -21,8 % | |||||||||
| Able Wealth Management LLC | 386.948 $ | +7.998 $ | +2,1 % | 378.950 $ | +95.094 $ | +33,5 % | 283.856 $ | +18.063 $ | +6,8 % | 265.793 $ | +62.249 $ | +30,6 % |
| MGO ONE SEVEN LLC | 354.391 $ | |||||||||||
| Regatta Research & Money Management | 331.097 $ | |||||||||||
| JONES FINANCIAL COMPANIES LLLP | 322.064 $ | +120.671 $ | +59,9 % | 201.393 $ | +79.683 $ | +65,5 % | 121.710 $ | -8.110 $ | -6,2 % | 129.820 $ | ||
| LPL Financial LLC | 316.450 $ | |||||||||||
| Continuum Advisory, LLC | 291.472 $ | +76.776 $ | +35,8 % | 214.696 $ | ||||||||
| OneAscent Family Office, LLC | 286.370 $ | +71.381 $ | +33,2 % | 214.989 $ | -30.882 $ | -12,6 % | 245.871 $ | +42.850 $ | +21,1 % | 203.021 $ | -21.979 $ | -9,8 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 209.050 $ | -51.819 $ | -19,9 % | 260.869 $ | -9.866 $ | -3,6 % | 270.735 $ | +1.105 $ | +0,4 % | |||
| Values First Advisors, Inc. | 262.827 $ | |||||||||||
| Kestra Advisory Services, LLC | 130.940 $ | -20.450 $ | -13,5 % | 151.390 $ | -106.069 $ | -41,2 % | 257.459 $ | |||||
| Arax Advisory Partners | 251.866 $ | +27.067 $ | +12,0 % | 224.799 $ | -9.503 $ | -4,1 % | 234.302 $ | -8.650 $ | -3,6 % | 242.952 $ | ||
| Retirement Planning Group, LLC | 228.517 $ | +22.980 $ | +11,2 % | 205.537 $ | -27.990 $ | -12,0 % | 233.527 $ | -5.500 $ | -2,3 % | 239.027 $ | ||
| Signal Advisors Wealth, LLC | 232.455 $ | -126.074 $ | -35,2 % | |||||||||
| McAdam, LLC | 227.507 $ | |||||||||||
| INTEGRATED CAPITAL MANAGEMENT, INC. | 223.946 $ | +29.750 $ | +15,3 % | 194.196 $ | -3.851 $ | -1,9 % | 198.047 $ | |||||
| AIFG Consultants Ltd. | 222.060 $ | -140.010 $ | -38,7 % | |||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 216.776 $ | +7.308 $ | +3,5 % | 209.468 $ | +942 $ | +0,5 % | 208.526 $ | -127 $ | -0,1 % | 208.653 $ | ||
| Triad Wealth Partners, LLC | 210.732 $ | |||||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 203.003 $ | +57.615 $ | +39,6 % | 145.388 $ | +97.071 $ | +200,9 % | 48.317 $ | -571 $ | -1,2 % | 48.888 $ | ||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 138.436 $ | +37.102 $ | +36,6 % | 101.334 $ | +101.225 $ | +92.867,0 % | 109 $ | |||||
| DHJJ Financial Advisors, Ltd. | 130.241 $ | +5.932 $ | +4,8 % | 124.309 $ | -12.283 $ | -9,0 % | 136.592 $ | -194 $ | -0,1 % | 136.786 $ | +134.962 $ | +7.399,2 % |
| Triumph Capital Management | 130.286 $ | +44.373 $ | +51,6 % | 85.913 $ | -9.904 $ | -10,3 % | 95.817 $ | |||||
| SIGNATUREFD, LLC | 127.765 $ | +39.722 $ | +45,1 % | 88.043 $ | -16.803 $ | -16,0 % | 104.846 $ | +4.730 $ | +4,7 % | 100.116 $ | -20.652 $ | -17,1 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 122.343 $ | |||||||||||
| Creative Planning | 97.733 $ | +4.530 $ | +4,9 % | 93.203 $ | -4.063 $ | -4,2 % | 97.266 $ | +3.080 $ | +3,3 % | 94.186 $ | ||
| Plante Moran Financial Advisors, LLC | 83.392 $ | -3.635 $ | -4,2 % | 87.027 $ | -53 $ | -0,1 % | 87.080 $ | |||||
| WELLS FARGO & COMPANY/MN | 59.013 $ | -2.373 $ | -3,9 % | 61.386 $ | ||||||||
| BANK OF AMERICA CORP /DE/ | 45.296 $ | -15.921 $ | -26,0 % | 61.217 $ | ||||||||
| Operose Advisors LLC | 59.907 $ | +5.857 $ | +10,8 % | 54.050 $ | -4.777 $ | -8,1 % | 58.827 $ | +12.069 $ | +25,8 % | 46.758 $ | ||
| Integrated Wealth Concepts LLC | 45.251 $ | |||||||||||
| Highland Investment Advisors LLC | 37.577 $ | |||||||||||
| CIBC Private Wealth Group LLC | 36.290 $ | -22 $ | -0,1 % | 36.312 $ | ||||||||
| Institute for Wealth Management, LLC. | 34.956 $ | |||||||||||
| HUNTINGTON NATIONAL BANK | 32.773 $ | -458 $ | -1,4 % | 33.231 $ | ||||||||
| BALLAST ADVISORS LLC | 24.386 $ | |||||||||||
| Allworth Financial LP | 20.593 $ | +1.432 $ | +7,5 % | 19.161 $ | -339 $ | -1,7 % | 19.500 $ | |||||
| Carolina Wealth Advisors, LLC | 15.293 $ | -2.195 $ | -12,6 % | 17.488 $ | -1.527 $ | -8,0 % | 19.015 $ | +858 $ | +4,7 % | 18.157 $ | -1.076 $ | -5,6 % |
| Geneos Wealth Management Inc. | 11.320 $ | -159 $ | -1,4 % | 11.479 $ | +78 $ | +0,7 % | 11.401 $ | -6.305 $ | -35,6 % | 17.706 $ | ||
| Richard W. Paul & Associates, LLC | 15.115 $ | +7.609 $ | +101,4 % | |||||||||
| Financial Management Professionals, Inc. | 12.726 $ | |||||||||||
| CoreCap Advisors, LLC | 11.141 $ | |||||||||||
| GeoWealth Management, LLC | 7.012 $ | -3.108 $ | -30,7 % | 10.120 $ | -283 $ | -2,7 % | 10.403 $ | -1.483.019 $ | -99,3 % | |||
| Bogart Wealth, LLC | 10.324 $ | +3.921 $ | +61,2 % | 6.403 $ | -1.222 $ | -16,0 % | 7.625 $ | +344 $ | +4,7 % | 7.281 $ | +124 $ | +1,7 % |
| Pineridge Advisors LLC | 10.079 $ | +7.416 $ | +278,5 % | |||||||||
| Parallel Advisors, LLC | 8.804 $ | +3.344 $ | +61,2 % | 5.460 $ | -1.042 $ | -16,0 % | 6.502 $ | +293 $ | +4,7 % | 6.209 $ | +107 $ | +1,8 % |
| Advisory Services Network, LLC | 6.982 $ | |||||||||||
| Farther Finance Advisors, LLC | 6.486 $ | |||||||||||
| SIMPLEX TRADING, LLC | 6.452 $ | |||||||||||
| MAI Capital Management | 6.003 $ | |||||||||||
| US BANCORP \DE\ | 5.522 $ | |||||||||||
| Sunbelt Securities, Inc. | 3.802 $ | -725 $ | -16,0 % | 4.527 $ | +204 $ | +4,7 % | 4.323 $ | +620 $ | +16,7 % | |||
| Aventura Private Wealth, LLC | 3.143 $ | -2 $ | -0,1 % | 3.145 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 2.972 $ | +291 $ | +10,9 % | 2.681 $ | -237 $ | -8,1 % | 2.918 $ | -110 $ | -3,6 % | 3.028 $ | -967.310 $ | -99,7 % |
| ASSETMARK, INC | 2.364 $ | +250 $ | +11,8 % | 2.114 $ | -761 $ | -26,5 % | 2.875 $ | |||||
| VALLEY NATIONAL ADVISERS INC | 839 $ | |||||||||||
| VANGUARD ADVISERS INC | 654 $ | |||||||||||
| CITIGROUP INC | 258 $ | |||||||||||
| FMR LLC | 230 $ | |||||||||||
| 2.178.984.128 $ | +136.702.691 $ | +86,0 % | 1.807.763.383 $ | +184.860.255 $ | +824,1 % | 1.099.132.562 $ | -47.593.489 $ | -3,9 % | 1.130.736.992 $ | +297.101.534 $ | +330,9 % | |
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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.