| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 97.970.530 $ | -154.784.112 $ | +0,2 % | 263.606.067 $ | -93.264.800 $ | -1,8 % | 884.542.699 $ | -388.148.286 $ | +631,1 % | 1.305.173.640 $ | +726.742.544 $ | +435,8 % | |
| GOLDMAN SACHS GROUP INC | 393.869.555 $ | -169.499.458 $ | -30,1 % | 563.369.013 $ | +316.417.208 $ | +128,1 % | ||||||
| MILLENNIUM MANAGEMENT LLC | 5.233.282 $ | -71.920.677 $ | -93,2 % | 77.153.959 $ | -37.079.526 $ | -32,5 % | 114.233.485 $ | -5.773.427 $ | -4,8 % | 120.006.912 $ | +105.285.885 $ | +715,2 % |
| Capula Management Ltd | 61.431.955 $ | -28.936.345 $ | -32,0 % | 90.368.300 $ | +45.158.047 $ | +99,9 % | ||||||
| JANE STREET GROUP, LLC | 2.295.852 $ | -44.982.878 $ | -95,1 % | 47.278.730 $ | +43.207.918 $ | +1.061,4 % | 4.070.812 $ | -75.951.080 $ | -94,9 % | 80.021.892 $ | +32.651.801 $ | +68,9 % |
| Almitas Capital LLC | 19.246.500 $ | -34.768.500 $ | -64,4 % | 54.015.000 $ | +37.654.500 $ | +230,2 % | ||||||
| Schonfeld Strategic Advisors LLC | 272.333 $ | -4.786.932 $ | -94,6 % | 5.059.265 $ | -31.066.177 $ | -86,0 % | 36.125.442 $ | -14.867.916 $ | -29,2 % | 50.993.358 $ | +46.946.022 $ | +1.159,9 % |
| HBK INVESTMENTS L P | 15.425.326 $ | -8.088.456 $ | -34,4 % | 23.513.782 $ | -9.831.194 $ | -29,5 % | 33.344.976 $ | -13.446.099 $ | -28,7 % | 46.791.075 $ | +26.800.105 $ | +134,1 % |
| D. E. Shaw & Co., Inc. | 32.659.830 $ | -13.164.305 $ | -28,7 % | 45.824.135 $ | +40.790.135 $ | +810,3 % | ||||||
| United Capital Management of KS, Inc. | 963.571 $ | -9.640.191 $ | -90,9 % | 10.603.762 $ | -17.082.654 $ | -61,7 % | 27.686.416 $ | +8.492.477 $ | +44,2 % | 19.193.939 $ | +7.487.020 $ | +64,0 % |
| KALEIDOSCOPE CAPITAL LP | 684.155 $ | -13.834.774 $ | -95,3 % | 14.518.929 $ | -7.075.792 $ | -32,8 % | 21.594.721 $ | -5.731.509 $ | -21,0 % | 27.326.230 $ | ||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.568.856 $ | -2.289.496 $ | -21,1 % | 10.858.352 $ | -8.796.322 $ | -44,8 % | 19.654.674 $ | -3.963.178 $ | -16,8 % | 23.617.852 $ | +19.124.353 $ | +425,6 % |
| Kedalion Capital Management LLP | 18.033.365 $ | |||||||||||
| CITADEL ADVISORS LLC | 7.729.914 $ | +1.179.858 $ | +18,0 % | 6.550.056 $ | -7.209.474 $ | -52,4 % | 13.759.530 $ | -4.189.613 $ | -23,3 % | 17.949.143 $ | +13.728.965 $ | +325,3 % |
| Hunting Hill Global Capital, LLC | 14.680.031 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.260.042 $ | -98.359 $ | -7,2 % | 1.358.401 $ | +166.938 $ | +14,0 % | 1.191.463 $ | -11.068.423 $ | -90,3 % | 12.259.886 $ | +1.912.588 $ | +18,5 % |
| WOLVERINE TRADING, LLC | 10.278.373 $ | |||||||||||
| OLD MISSION CAPITAL LLC | 3.283.956 $ | -5.141.594 $ | -61,0 % | 8.425.550 $ | ||||||||
| Virtu Financial LLC | 7.659.000 $ | +6.050.000 $ | +376,0 % | 1.609.000 $ | ||||||||
| SIMPLEX TRADING, LLC | 7.355.302 $ | +1.707.513 $ | +30,2 % | 5.647.789 $ | +2.164.291 $ | +62,1 % | 3.483.498 $ | -425.502 $ | -10,9 % | 3.909.000 $ | +2.299.000 $ | +142,8 % |
| IMC-Chicago, LLC | 3.306.628 $ | +187.156 $ | +6,0 % | 3.119.472 $ | -2.583.384 $ | -45,3 % | 5.702.856 $ | -640.209 $ | -10,1 % | 6.343.065 $ | +4.570.443 $ | +257,8 % |
| Parcion Private Wealth LLC | 5.315.672 $ | +3.037.984 $ | +133,4 % | 2.277.688 $ | ||||||||
| BNC WEALTH MANAGEMENT, LLC | 5.158.153 $ | +880.426 $ | +20,6 % | 4.277.727 $ | ||||||||
| RENAISSANCE TECHNOLOGIES LLC | 4.328.982 $ | |||||||||||
| KDK Private Wealth Management, LLC | 2.198.830 $ | -668.829 $ | -23,3 % | 2.867.659 $ | -1.100.673 $ | -27,7 % | 3.968.332 $ | |||||
| StoneX Group Inc. | 342.945 $ | +105.289 $ | +44,3 % | 237.656 $ | -70.406 $ | -22,9 % | 308.062 $ | -3.295.943 $ | -91,5 % | 3.604.005 $ | +3.390.513 $ | +1.588,1 % |
| Marex Group Ltd | 3.534.866 $ | |||||||||||
| GROUP ONE TRADING LLC | 1.252.904 $ | +303.762 $ | +32,0 % | 949.142 $ | -797.345 $ | -45,7 % | 1.746.487 $ | -1.680.308 $ | -49,0 % | 3.426.795 $ | +2.699.885 $ | +371,4 % |
| DRW Securities, LLC | 3.243.360 $ | |||||||||||
| Cetera Investment Advisers | 3.131.882 $ | +646.473 $ | +26,0 % | 2.485.409 $ | -745.189 $ | -23,1 % | 3.230.598 $ | +2.593.803 $ | +407,3 % | 636.795 $ | ||
| BEAM WEALTH ADVISORS, INC. | 1.384.547 $ | -434.059 $ | -23,9 % | 1.818.606 $ | -622.709 $ | -25,5 % | 2.441.315 $ | -613.316 $ | -20,1 % | 3.054.631 $ | +2.151.003 $ | +238,0 % |
| PYA Waltman Capital, LLC | 1.317.804 $ | -355.358 $ | -21,2 % | 1.673.162 $ | -298.368 $ | -15,1 % | 1.971.530 $ | -1.067.032 $ | -35,1 % | 3.038.562 $ | +1.427.122 $ | +88,6 % |
| NWAM LLC | 437.264 $ | -2.533.055 $ | -85,3 % | 2.970.319 $ | ||||||||
| Privatperson | 1.518.973 $ | -545.057 $ | -26,4 % | 2.064.030 $ | -880.892 $ | -29,9 % | 2.944.922 $ | |||||
| Wellington Shields Capital Management, LLC | 314.800 $ | -157.088 $ | -33,3 % | 471.888 $ | -1.440.918 $ | -75,3 % | 1.912.806 $ | -1.008.159 $ | -34,5 % | 2.920.965 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.169.395 $ | +263.525 $ | +29,1 % | 905.870 $ | -1.991.780 $ | -68,7 % | 2.897.650 $ | +1.212.040 $ | +71,9 % | 1.685.610 $ | +1.422.316 $ | +540,2 % |
| MML INVESTORS SERVICES, LLC | 1.290.239 $ | -101.016 $ | -7,3 % | 1.391.255 $ | -121.964 $ | -8,1 % | 1.513.219 $ | -1.349.950 $ | -47,1 % | 2.863.169 $ | +1.686.169 $ | +143,3 % |
| Heck Capital Advisors, LLC | 2.765.693 $ | |||||||||||
| FLOW TRADERS U.S. LLC | 2.732.000 $ | |||||||||||
| First Heartland Consultants, Inc. | 1.426.752 $ | -462.366 $ | -24,5 % | 1.889.118 $ | -126.435 $ | -6,3 % | 2.015.553 $ | -673.605 $ | -25,0 % | 2.689.158 $ | ||
| WESCAP Management Group, Inc. | 945.518 $ | -310.748 $ | -24,7 % | 1.256.266 $ | -562.854 $ | -30,9 % | 1.819.120 $ | -856.783 $ | -32,0 % | 2.675.903 $ | +1.019.767 $ | +61,6 % |
| ENVESTNET ASSET MANAGEMENT INC | 2.617.486 $ | +2.095.879 $ | +401,8 % | 521.607 $ | -183.229 $ | -26,0 % | 704.836 $ | -720.075 $ | -50,5 % | 1.424.911 $ | -383.500 $ | -21,2 % |
| Richard W. Paul & Associates, LLC | 1.495.631 $ | -257.788 $ | -14,7 % | 1.753.419 $ | -444.857 $ | -20,2 % | 2.198.276 $ | -349.528 $ | -13,7 % | 2.547.804 $ | +902.340 $ | +54,8 % |
| Qube Research & Technologies Ltd | 702.570 $ | -1.708.691 $ | -70,9 % | 2.411.261 $ | ||||||||
| Jump Financial, LLC | 1.273.004 $ | +1.025.638 $ | +414,6 % | 247.366 $ | -2.109.235 $ | -89,5 % | 2.356.601 $ | |||||
| Sepio Capital, LP | 791.092 $ | -316.279 $ | -28,6 % | 1.107.371 $ | -463.055 $ | -29,5 % | 1.570.426 $ | -633.261 $ | -28,7 % | 2.203.687 $ | +840.731 $ | +61,7 % |
| RPO LLC | 745.416 $ | -1.406.874 $ | -65,4 % | 2.152.290 $ | +848.484 $ | +65,1 % | ||||||
| Abundance Wealth Counselors | 1.640.864 $ | +552.515 $ | +50,8 % | 1.088.349 $ | -549.795 $ | -33,6 % | 1.638.144 $ | -340.634 $ | -17,2 % | 1.978.778 $ | ||
| SMART Wealth LLC | 1.140.819 $ | -400.918 $ | -26,0 % | 1.541.737 $ | -176.620 $ | -10,3 % | 1.718.357 $ | -186.646 $ | -9,8 % | 1.905.003 $ | +555.362 $ | +41,1 % |
| Financial Designs Corp | 804.708 $ | -155.480 $ | -16,2 % | 960.188 $ | -421.267 $ | -30,5 % | 1.381.455 $ | -386.874 $ | -21,9 % | 1.768.329 $ | +1.012.549 $ | +134,0 % |
| Mariner, LLC | 619.527 $ | -286.349 $ | -31,6 % | 905.876 $ | -451.218 $ | -33,2 % | 1.357.094 $ | -303.617 $ | -18,3 % | 1.660.711 $ | +1.103.051 $ | +197,8 % |
| Cambridge Investment Research Advisors, Inc. | 646.000 $ | -417.000 $ | -39,2 % | 1.063.000 $ | -528.000 $ | -33,2 % | 1.591.000 $ | +49.000 $ | +3,2 % | 1.542.000 $ | +1.068.000 $ | +225,3 % |
| Logan Stone Capital, LLC | 1.584.842 $ | |||||||||||
| Integrated Wealth Concepts LLC | 316.358 $ | -192.722 $ | -37,9 % | 509.080 $ | -503.589 $ | -49,7 % | 1.012.669 $ | -442.502 $ | -30,4 % | 1.455.171 $ | +768.296 $ | +111,9 % |
| Belvedere Trading LLC | 1.431.190 $ | |||||||||||
| Cerity Partners LLC | 643.271 $ | -98.638 $ | -13,3 % | 741.909 $ | -622.444 $ | -45,6 % | 1.364.353 $ | +1.110.898 $ | +438,3 % | 253.455 $ | ||
| MEITAV INVESTMENT HOUSE LTD | 668.257 $ | -170.701 $ | -20,3 % | 838.958 $ | -233.368 $ | -21,8 % | 1.072.326 $ | -270.861 $ | -20,2 % | 1.343.187 $ | ||
| Mill Creek Capital Advisors, LLC | 563.739 $ | -332.852 $ | -37,1 % | 896.591 $ | -361.543 $ | -28,7 % | 1.258.134 $ | +638.801 $ | +103,1 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 393.060 $ | -165.062 $ | -29,6 % | 558.122 $ | -348.382 $ | -38,4 % | 906.504 $ | -324.496 $ | -26,4 % | 1.231.000 $ | +488.000 $ | +65,7 % |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 544.631 $ | -312.379 $ | -36,4 % | 857.010 $ | -349.837 $ | -29,0 % | 1.206.847 $ | +24.723 $ | +2,1 % | 1.182.124 $ | ||
| FIDELIS CAPITAL PARTNERS, LLC | 1.034.927 $ | +567.199 $ | +121,3 % | |||||||||
| Creative Planning | 214.675 $ | -244.179 $ | -53,2 % | 458.854 $ | +42.544 $ | +10,2 % | 416.310 $ | -609.094 $ | -59,4 % | 1.025.404 $ | +729.108 $ | +246,1 % |
| Empowered Funds, LLC | 1.003.474 $ | |||||||||||
| CIBC Private Wealth Group LLC | 620.655 $ | -338.859 $ | -35,3 % | 959.514 $ | +949.849 $ | +9.827,7 % | ||||||
| Sanctuary Advisors, LLC | 892.710 $ | +544.118 $ | +156,1 % | 348.592 $ | +41.892 $ | +13,7 % | 306.700 $ | |||||
| Union Bancaire Privee, UBP SA | 382.691 $ | -89.373 $ | -18,9 % | 472.064 $ | -210.687 $ | -30,9 % | 682.751 $ | -203.208 $ | -22,9 % | 885.959 $ | ||
| Pallas Capital Advisors LLC | 183.676 $ | -444.068 $ | -70,7 % | 627.744 $ | -218.119 $ | -25,8 % | 845.863 $ | +266.074 $ | +45,9 % | 579.789 $ | +236.118 $ | +68,7 % |
| Lido Advisors, LLC | 422.512 $ | -413.903 $ | -49,5 % | 836.415 $ | +589.233 $ | +238,4 % | 247.182 $ | |||||
| BlueChip Wealth Advisors LLC | 508.748 $ | -57.559 $ | -10,2 % | 566.307 $ | +136.310 $ | +31,7 % | 429.997 $ | -398.344 $ | -48,1 % | 828.341 $ | ||
| Cresset Asset Management, LLC | 311.495 $ | -101.720 $ | -24,6 % | 413.215 $ | -19.002 $ | -4,4 % | 432.217 $ | -387.024 $ | -47,2 % | 819.241 $ | +394.397 $ | +92,8 % |
| Blueprint Investment Partners LLC | 298.682 $ | -123.720 $ | -29,3 % | 422.402 $ | -191.413 $ | -31,2 % | 613.815 $ | -188.308 $ | -23,5 % | 802.123 $ | ||
| US BANCORP \DE\ | 508.245 $ | +237.912 $ | +88,0 % | 270.333 $ | -455.023 $ | -62,7 % | 725.356 $ | +231.326 $ | +46,8 % | 494.030 $ | ||
| Tidal Investments LLC | 663.738 $ | |||||||||||
| National Wealth Management Group, LLC | 243.167 $ | -79.408 $ | -24,6 % | 322.575 $ | -188.582 $ | -36,9 % | 511.157 $ | -128.505 $ | -20,1 % | 639.662 $ | ||
| PARK AVENUE SECURITIES LLC | 600.000 $ | +358.000 $ | +147,9 % | 242.000 $ | ||||||||
| Clientfirst Wealth Management, LLC | 242.684 $ | -343.379 $ | -58,6 % | 586.063 $ | ||||||||
| Advisory Services Network, LLC | 141.027 $ | -109.449 $ | -43,7 % | 250.476 $ | -323.711 $ | -56,4 % | 574.187 $ | |||||
| CWM, LLC | 355.503 $ | -94.497 $ | -21,0 % | 450.000 $ | -114.000 $ | -20,2 % | 564.000 $ | +556.000 $ | +6.950,0 % | |||
| HighTower Advisors, LLC | 457.562 $ | -23.534 $ | -4,9 % | 481.096 $ | -81.817 $ | -14,5 % | 562.913 $ | +28.496 $ | +5,3 % | 534.417 $ | +264.468 $ | +98,0 % |
| Essex Financial Services, Inc. | 557.393 $ | |||||||||||
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 540.150 $ | |||||||||||
| Pekin Hardy Strauss, Inc. | 429.907 $ | -96.645 $ | -18,4 % | 526.552 $ | ||||||||
| Headlands Technologies LLC | 515.451 $ | +481.975 $ | +1.439,8 % | |||||||||
| HRT FINANCIAL LP | 502.000 $ | +117.000 $ | +30,4 % | 385.000 $ | ||||||||
| STALEY CAPITAL ADVISERS INC | 355.320 $ | -143.280 $ | -28,7 % | 498.600 $ | ||||||||
| UBS Group AG | 483.218 $ | |||||||||||
| Activest Wealth Management | 213.821 $ | -163.191 $ | -43,3 % | 377.012 $ | -105.836 $ | -21,9 % | 482.848 $ | +288.750 $ | +148,8 % | 194.098 $ | ||
| FIRST UNITED BANK & TRUST | 94.755 $ | -30.943 $ | -24,6 % | 125.698 $ | -52.554 $ | -29,5 % | 178.252 $ | -296.665 $ | -62,5 % | 474.917 $ | ||
| Collar Capital Management, LLC | 191.745 $ | -63.137 $ | -24,8 % | 254.882 $ | -53.269 $ | -17,3 % | 308.151 $ | -157.500 $ | -33,8 % | 465.651 $ | -60.956 $ | -11,6 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 1.044 $ | -3.101 $ | -74,8 % | 4.145 $ | -455.398 $ | -99,1 % | 459.543 $ | |||||
| NewEdge Advisors, LLC | 450.818 $ | |||||||||||
| Pathstone Holdings, LLC | 447.079 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 164.152 $ | -41.265 $ | -20,1 % | 205.417 $ | -236.542 $ | -53,5 % | 441.959 $ | +177.493 $ | +67,1 % | 264.466 $ | ||
| Parallel Advisors, LLC | 151.608 $ | -49.508 $ | -24,6 % | 201.116 $ | -84.088 $ | -29,5 % | 285.204 $ | -153.974 $ | -35,1 % | 439.178 $ | +178.194 $ | +68,3 % |
| Powell Investment Advisors, LLC | 437.311 $ | |||||||||||
| COFG Advisors, LLC | 179.955 $ | -48.890 $ | -21,4 % | 228.845 $ | -198.338 $ | -46,4 % | 427.183 $ | |||||
| CIBC Bancorp USA Inc. | 319.727 $ | -104.408 $ | -24,6 % | 424.135 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 221.761 $ | -75.090 $ | -25,3 % | 296.851 $ | -124.122 $ | -29,5 % | 420.973 $ | +178.372 $ | +73,5 % | 242.601 $ | ||
| TRANSCEND CAPITAL ADVISORS, LLC | 177.075 $ | -57.825 $ | -24,6 % | 234.900 $ | -180.380 $ | -43,4 % | 415.280 $ | |||||
| Betterment LLC | 410.000 $ | +74.000 $ | +22,0 % | 336.000 $ | ||||||||
| TTP Investments, Inc. | 406.533 $ | |||||||||||
| PUREfi Wealth, LLC | 238.253 $ | -47.803 $ | -16,7 % | 286.056 $ | -119.601 $ | -29,5 % | 405.657 $ | +114.807 $ | +39,5 % | 290.850 $ | ||
| KMT WEALTH MANAGEMENT, LLC | 398.159 $ | |||||||||||
| Kingsbury Capital Investment Advisors LLC | 398.159 $ | +101.454 $ | +34,2 % | 296.705 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 326.598 $ | -62.518 $ | -16,1 % | 389.116 $ | ||||||||
| Rossmore Private Capital | 205.785 $ | -67.200 $ | -24,6 % | 272.985 $ | -114.136 $ | -29,5 % | 387.121 $ | |||||
| AE Wealth Management LLC | 215.575 $ | -60.834 $ | -22,0 % | 276.409 $ | -101.178 $ | -26,8 % | 377.587 $ | |||||
| Sunesis Advisors, LLC | 276.961 $ | -90.443 $ | -24,6 % | 367.404 $ | +142.960 $ | +63,7 % | 224.444 $ | |||||
| Dakota Wealth Management | 257.790 $ | -106.782 $ | -29,3 % | 364.572 $ | ||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 360.354 $ | +44.782 $ | +14,2 % | 315.572 $ | ||||||||
| Traynor Capital Management, Inc. | 178.768 $ | -105.114 $ | -37,0 % | 283.882 $ | -76.298 $ | -21,2 % | 360.180 $ | |||||
| Mutual Advisors, LLC | 354.526 $ | +136.989 $ | +63,0 % | |||||||||
| GWN SECURITIES INC. | 292.738 $ | +73.594 $ | +33,6 % | 219.144 $ | -123.648 $ | -36,1 % | 342.792 $ | |||||
| VESTOR CAPITAL, LLC | 341.000 $ | |||||||||||
| IFP Advisors, Inc | 332.649 $ | -7.966 $ | -2,3 % | 340.615 $ | +46.825 $ | +15,9 % | 293.790 $ | +79.101 $ | +36,8 % | 214.689 $ | +137.357 $ | +177,6 % |
| Bosman Wealth Management, LLC | 337.820 $ | |||||||||||
| Intellectus Partners, LLC | 274.912 $ | -50.109 $ | -15,4 % | 325.021 $ | ||||||||
| IEQ CAPITAL, LLC | 324.468 $ | +36.306 $ | +12,6 % | 288.162 $ | ||||||||
| CRA Financial Services, LLC | 278.781 $ | -45.105 $ | -13,9 % | 323.886 $ | ||||||||
| WorthPointe, LLC | 312.296 $ | +31.272 $ | +11,1 % | 281.024 $ | ||||||||
| XML Financial, LLC | 214.673 $ | -86.565 $ | -28,7 % | 301.238 $ | ||||||||
| WealthPlan Investment Management, LLC | 298.480 $ | |||||||||||
| INSTRUMENTAL WEALTH, LLC | 298.177 $ | |||||||||||
| XTX Topco Ltd | 288.875 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 274.230 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 211.776 $ | -1.964 $ | -0,9 % | 213.740 $ | -59.908 $ | -21,9 % | 273.648 $ | |||||
| EVOKE WEALTH, LLC | 266.490 $ | |||||||||||
| Fortis Capital Management LLC | 263.817 $ | |||||||||||
| Canvas Wealth Advisors, LLC | 260.613 $ | |||||||||||
| Csenge Advisory Group | 259.710 $ | |||||||||||
| OneDigital Investment Advisors LLC | 167.175 $ | -42.544 $ | -20,3 % | 209.719 $ | -44.276 $ | -17,4 % | 253.995 $ | |||||
| MORGAN STANLEY | 227.522 $ | +47.202 $ | +26,2 % | 180.320 $ | -73.467 $ | -28,9 % | 253.787 $ | |||||
| CFO4Life Group, LLC | 253.225 $ | |||||||||||
| ASSOCIATED BANC-CORP | 250.962 $ | |||||||||||
| Milestone Asset Management Group, LLC | 240.900 $ | |||||||||||
| KMG FIDUCIARY PARTNERS, LLC | 238.372 $ | |||||||||||
| CreativeOne Wealth, LLC | 238.331 $ | |||||||||||
| Palatine Hill Wealth Management, LLC | 238.146 $ | |||||||||||
| Lansing Street Advisors | 236.604 $ | |||||||||||
| Robertson Stephens Wealth Management, LLC | 231.698 $ | |||||||||||
| Sunbelt Securities, Inc. | 7.057 $ | -224.493 $ | -97,0 % | 231.550 $ | +223.240 $ | +2.686,4 % | 8.310 $ | -248.012 $ | -96,8 % | |||
| Kestra Advisory Services, LLC | 180.742 $ | -2.011 $ | -1,1 % | 182.753 $ | -47.226 $ | -20,5 % | 229.979 $ | |||||
| Wiser Wealth Management, Inc | 208.994 $ | -10.445 $ | -4,8 % | 219.439 $ | +12.350 $ | +6,0 % | 207.089 $ | |||||
| Cypress Wealth Services, LLC | 218.678 $ | |||||||||||
| Synergy Asset Management, LLC | 217.764 $ | |||||||||||
| Modus Advisors, LLC | 93.953 $ | -121.941 $ | -56,5 % | 215.894 $ | ||||||||
| Wealthspire Advisors, LLC | 213.755 $ | +207.314 $ | +3.218,7 % | 6.441 $ | ||||||||
| SageView Advisory Group, LLC | 185.803 $ | -25.936 $ | -12,2 % | 211.739 $ | ||||||||
| HOWE & RUSLING INC | 207.875 $ | |||||||||||
| Thrive Wealth Management, LLC | 207.750 $ | |||||||||||
| Garde Capital, Inc. | 175.423 $ | |||||||||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 173.140 $ | |||||||||||
| Hedges Asset Management LLC | 173.140 $ | |||||||||||
| Blue Trust, Inc. | 61.433 $ | -20.062 $ | -24,6 % | 81.495 $ | -34.073 $ | -29,5 % | 115.568 $ | -46.602 $ | -28,7 % | 162.170 $ | +141.102 $ | +669,7 % |
| Steward Partners Investment Advisory, LLC | 63.125 $ | -35.449 $ | -36,0 % | 98.574 $ | -39.334 $ | -28,5 % | 137.908 $ | +38.978 $ | +39,4 % | 98.930 $ | ||
| Allworth Financial LP | 75.112 $ | -27.259 $ | -26,6 % | 102.371 $ | -34.954 $ | -25,5 % | 137.325 $ | +17.536 $ | +14,6 % | 119.789 $ | ||
| Farther Finance Advisors, LLC | 112.277 $ | +71.112 $ | +172,7 % | 41.165 $ | -21.194 $ | -34,0 % | 62.359 $ | -4.952 $ | -7,4 % | 67.311 $ | +42.141 $ | +167,4 % |
| Arax Advisory Partners | 12.185 $ | -10.738 $ | -46,8 % | 22.923 $ | -74.499 $ | -76,5 % | 97.422 $ | +72.343 $ | +288,5 % | |||
| OSAIC HOLDINGS, INC. | 49.008 $ | -16.277 $ | -24,9 % | 65.285 $ | -31.029 $ | -32,2 % | 96.314 $ | +7.589 $ | +8,6 % | 88.725 $ | +72.264 $ | +439,0 % |
| Parkside Financial Bank & Trust | 96.282 $ | +48.007 $ | +99,4 % | 48.275 $ | +17.243 $ | +55,6 % | 31.032 $ | |||||
| Root Financial Partners, LLC | 64.770 $ | -27.080 $ | -29,5 % | 91.850 $ | +29.525 $ | +47,4 % | 62.325 $ | |||||
| ORG Partners LLC | 45.895 $ | -39.282 $ | -46,1 % | 85.177 $ | ||||||||
| BankPlus Trust Department | 38.107 $ | -12.443 $ | -24,6 % | 50.550 $ | -21.136 $ | -29,5 % | 71.686 $ | -11.331 $ | -13,6 % | 83.017 $ | +32.727 $ | +65,1 % |
| Bogart Wealth, LLC | 75.168 $ | |||||||||||
| Larson Financial Group LLC | 47.991 $ | -15.672 $ | -24,6 % | 63.663 $ | +59.310 $ | +1.362,5 % | 4.353 $ | -1.755 $ | -28,7 % | 6.108 $ | +2.408 $ | +65,1 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 59.220 $ | |||||||||||
| Downshift Financial, LLC | 55.074 $ | |||||||||||
| Stone House Investment Management, LLC | 6.055 $ | -44.594 $ | -88,0 % | 50.649 $ | ||||||||
| Sound Income Strategies, LLC | 47.283 $ | +19.798 $ | +72,0 % | |||||||||
| Global Retirement Partners, LLC | 36.202 $ | +6.592 $ | +22,3 % | 29.610 $ | -11.940 $ | -28,7 % | 41.550 $ | |||||
| Heritage Wealth Advisors | 15.740 $ | -5.140 $ | -24,6 % | 20.880 $ | -8.730 $ | -29,5 % | 29.610 $ | -11.940 $ | -28,7 % | 41.550 $ | ||
| Avalon Trust Co | 15.504 $ | -5.063 $ | -24,6 % | 20.567 $ | -8.599 $ | -29,5 % | 29.166 $ | -11.761 $ | -28,7 % | 40.927 $ | ||
| Financial Perspectives, Inc | 12.655 $ | -4.133 $ | -24,6 % | 16.788 $ | -7.018 $ | -29,5 % | 23.806 $ | -9.600 $ | -28,7 % | 33.406 $ | +13.169 $ | +65,1 % |
| Guerra Advisors Inc | 30.498 $ | |||||||||||
| Centerpoint Advisors, LLC | 11.000 $ | -3.000 $ | -21,4 % | 14.000 $ | -8.000 $ | -36,4 % | 22.000 $ | -8.000 $ | -26,7 % | 30.000 $ | +12.000 $ | +66,7 % |
| Innovative Asset Advisors Group, LLC | 28.814 $ | |||||||||||
| MAI Capital Management | 23.470 $ | +7.302 $ | +45,2 % | 16.168 $ | +12.013 $ | +289,1 % | 4.155 $ | |||||
| Hurley Capital, LLC | 23.214 $ | |||||||||||
| DAGCO, INC. | 16.182 $ | -6.174 $ | -27,6 % | 22.356 $ | ||||||||
| Coston, McIsaac & Partners | 20.000 $ | |||||||||||
| Main Management LLC | 20.000 $ | +19.969 $ | +64.416,1 % | 31 $ | ||||||||
| ROTHSCHILD INVESTMENT LLC | 7.083 $ | -2.313 $ | -24,6 % | 9.396 $ | -8.518 $ | -47,5 % | 17.914 $ | +11.474 $ | +178,2 % | 6.440 $ | ||
| Aspect Partners, LLC | 6.485 $ | -2.118 $ | -24,6 % | 8.603 $ | -3.596 $ | -29,5 % | 12.199 $ | -4.920 $ | -28,7 % | 17.119 $ | ||
| Ancora Advisors LLC | 4.360 $ | -7.291 $ | -62,6 % | 11.651 $ | -5.197 $ | -30,8 % | 16.848 $ | +14.355 $ | +575,8 % | 2.493 $ | +983 $ | +65,1 % |
| SIGNATUREFD, LLC | 15.740 $ | -964 $ | -5,8 % | 16.704 $ | +1.899 $ | +12,8 % | 14.805 $ | |||||
| Archer Investment Corp | 11.994 $ | +4.039 $ | +50,8 % | 7.955 $ | -3.326 $ | -29,5 % | 11.281 $ | -4.550 $ | -28,7 % | 15.831 $ | +6.241 $ | +65,1 % |
| Abound Wealth Management | 5.947 $ | -1.942 $ | -24,6 % | 7.889 $ | -3.298 $ | -29,5 % | 11.187 $ | -4.510 $ | -28,7 % | 15.697 $ | +11.713 $ | +294,0 % |
| Investors Portfolio Services LLC | 8.185 $ | -2.673 $ | -24,6 % | 10.858 $ | -4.540 $ | -29,5 % | 15.398 $ | |||||
| WELLS FARGO & COMPANY/MN | 13.379 $ | +11.301 $ | +543,8 % | 2.078 $ | ||||||||
| Allied Private Wealth LLC | 12.997 $ | |||||||||||
| ATWOOD & PALMER INC | 4.722 $ | -1.542 $ | -24,6 % | 6.264 $ | -2.619 $ | -29,5 % | 8.883 $ | -3.582 $ | -28,7 % | 12.465 $ | +4.914 $ | +65,1 % |
| CKW FINANCIAL GROUP | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | -2.000 $ | -40,0 % | 5.000 $ | -4.000 $ | -44,4 % | 9.000 $ | +5.000 $ | +125,0 % |
| SOA Wealth Advisors, LLC. | 6.218 $ | -2.508 $ | -28,7 % | 8.726 $ | +3.440 $ | +65,1 % | ||||||
| Atlantic Union Bankshares Corp | 4.260 $ | -1.781 $ | -29,5 % | 6.041 $ | -2.269 $ | -27,3 % | 8.310 $ | +3.276 $ | +65,1 % | |||
| New Millennium Group LLC | 6.159 $ | -1.694 $ | -21,6 % | 7.853 $ | ||||||||
| McIlrath & Eck, LLC | 4.538 $ | -1.830 $ | -28,7 % | 6.368 $ | +2.511 $ | +65,1 % | ||||||
| Privatperson | 3.148 $ | -1.028 $ | -24,6 % | 4.176 $ | -1.746 $ | -29,5 % | 5.922 $ | |||||
| Copia Wealth Management | 3.050 $ | -939 $ | -23,5 % | 3.989 $ | ||||||||
| Clearstead Advisors, LLC | 1.480 $ | -483 $ | -24,6 % | 1.963 $ | -821 $ | -29,5 % | 2.784 $ | -1.122 $ | -28,7 % | 3.906 $ | +1.540 $ | +65,1 % |
| CURIO WEALTH, LLC | 2.652 $ | -1.068 $ | -28,7 % | 3.720 $ | +523 $ | +16,4 % | ||||||
| FINANCIAL CONSULATE, INC | 1.968 $ | -642 $ | -24,6 % | 2.610 $ | -1.092 $ | -29,5 % | 3.702 $ | |||||
| DV Trading LLC | 3.553 $ | |||||||||||
| Spire Wealth Management | 1.259 $ | -411 $ | -24,6 % | 1.670 $ | -699 $ | -29,5 % | 2.369 $ | -955 $ | -28,7 % | 3.324 $ | +1.310 $ | +65,0 % |
| Capital Analysts, LLC | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | -1.000 $ | -33,3 % | 3.000 $ | |||||
| DecisionPoint Financial, LLC | 1.609 $ | -479 $ | -22,9 % | 2.088 $ | -873 $ | -29,5 % | 2.961 $ | |||||
| Signature Resources Capital Management, LLC | 724 $ | -236 $ | -24,6 % | 960 $ | -2.001 $ | -67,6 % | 2.961 $ | |||||
| Cape Investment Advisory, Inc. | 1.574 $ | -1.387 $ | -46,8 % | 2.961 $ | ||||||||
| Legacies Wealth LLC | 1.480 $ | -483 $ | -24,6 % | 1.963 $ | -820 $ | -29,5 % | 2.783 $ | |||||
| Tower Research Capital LLC (TRC) | 2.172 $ | +1.024 $ | +89,2 % | 1.148 $ | -348 $ | -23,3 % | 1.496 $ | -12.977 $ | -89,7 % | |||
| Merkkuri Wealth Advisors LLC | 2.007 $ | |||||||||||
| Smartleaf Asset Management LLC | 1.504 $ | |||||||||||
| HighMark Wealth Management LLC | 991 $ | -324 $ | -24,6 % | 1.315 $ | +220 $ | +20,1 % | 1.095 $ | +389 $ | +55,1 % | 706 $ | +278 $ | +65,0 % |
| EverSource Wealth Advisors, LLC | 835 $ | -336 $ | -28,7 % | 1.171 $ | +461 $ | +64,9 % | ||||||
| Manchester Capital Management LLC | 1.008 $ | |||||||||||
| LANARK FINANCIAL, INC. | 888 $ | |||||||||||
| JPMORGAN CHASE & CO | 600 $ | |||||||||||
| Aventura Private Wealth, LLC | 220 $ | -72 $ | -24,7 % | 292 $ | -123 $ | -29,6 % | 415 $ | -167 $ | -28,7 % | 582 $ | +230 $ | +65,3 % |
| High Point Wealth Management, LLC | 110 $ | -36 $ | -24,7 % | 146 $ | -61 $ | -29,5 % | 207 $ | |||||
| Golden State Wealth Management, LLC | 94 $ | |||||||||||
| 97.970.530 $ | -154.784.112 $ | +0,2 % | 263.606.067 $ | -93.264.800 $ | -1,8 % | 884.542.699 $ | -388.148.286 $ | +631,1 % | 1.305.173.640 $ | +726.742.544 $ | +435,8 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score und die daraus abgeleiteten Signale sind das Ergebnis eines
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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 — Stand: 10.09.2026.
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 — Stand: 10.09.2026.
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 überwiegend regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.