| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 344.924.574 $ | +4.137.235 $ | -9,5 % | 689.368.522 $ | +191.576.908 $ | +102,3 % | 498.130.176 $ | +208.597.344 $ | +126,6 % | 280.230.401 $ | +33.969.111 $ | +302,5 % |
| LPL Financial LLC | 215.269.076 $ | -731.843 $ | -0,3 % | 216.000.919 $ | +50.489.610 $ | +30,5 % | 165.511.309 $ | +126.275.573 $ | +321,8 % | 39.235.736 $ | +28.400.116 $ | +262,1 % |
| Private Advisor Group, LLC | 83.638.984 $ | +60.752.875 $ | +265,5 % | 22.886.109 $ | +1.670.021 $ | +7,9 % | 21.216.088 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 72.586.307 $ | +29.764.106 $ | +69,5 % | 42.822.201 $ | +14.963.402 $ | +53,7 % | 27.858.799 $ | +15.756.707 $ | +130,2 % | |||
| KINTRA WEALTH, LLC | 31.763.893 $ | -16.868.163 $ | -34,7 % | 48.632.056 $ | -5.867.511 $ | -10,8 % | 54.499.567 $ | |||||
| SFG Wealth Management, LLC. | 34.590.149 $ | +3.176.743 $ | +10,1 % | 31.413.406 $ | +6.458.318 $ | +25,9 % | 24.955.088 $ | +7.450.267 $ | +42,6 % | 17.504.821 $ | ||
| Paul R. Ried Financial Group, LLC | 32.537.202 $ | +6.907.970 $ | +27,0 % | 25.629.232 $ | +9.800.139 $ | +61,9 % | 15.829.093 $ | +10.543.993 $ | +199,5 % | |||
| Arkadios Wealth Advisors | 28.954.499 $ | +6.074.239 $ | +26,5 % | 22.880.260 $ | +4.201.125 $ | +22,5 % | 18.679.135 $ | +4.345.169 $ | +30,3 % | |||
| Allegheny Financial Group | 28.892.479 $ | +3.302.820 $ | +12,9 % | 25.589.659 $ | +8.868.820 $ | +53,0 % | 16.720.839 $ | +4.721.063 $ | +39,3 % | 11.999.776 $ | +8.282.447 $ | +222,8 % |
| KWB Wealth | 25.851.479 $ | |||||||||||
| BANK OF AMERICA CORP /DE/ | 22.113.464 $ | +7.433.078 $ | +50,6 % | 14.680.386 $ | +12.011.520 $ | +450,1 % | 2.668.866 $ | |||||
| RAYMOND JAMES FINANCIAL INC | 20.194.109 $ | +11.933.529 $ | +144,5 % | 8.260.580 $ | +7.397.699 $ | +857,3 % | 862.881 $ | |||||
| Greenbush Financial Group, LLC | 13.790.617 $ | +3.577.049 $ | +35,0 % | 10.213.568 $ | +1.987.662 $ | +24,2 % | ||||||
| Apollon Wealth Management, LLC | 12.352.422 $ | +402.989 $ | +3,4 % | 11.949.433 $ | +2.009.964 $ | +20,2 % | 9.939.469 $ | +2.045.289 $ | +25,9 % | 7.894.180 $ | +785.244 $ | +11,0 % |
| Nicht ausgewiesen | 9.951.986 $ | +854.849 $ | +9,4 % | 9.097.137 $ | +8.336.351 $ | +1.095,8 % | 760.786 $ | +186.956 $ | +32,6 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 8.970.090 $ | -968.540 $ | -9,7 % | 9.938.630 $ | +3.374.930 $ | +51,4 % | 6.563.700 $ | +1.613.644 $ | +32,6 % | 4.950.056 $ | +1.616.056 $ | +48,5 % |
| ENVESTNET ASSET MANAGEMENT INC | 9.730.597 $ | +815.919 $ | +9,2 % | 8.914.678 $ | +8.378.102 $ | +1.561,4 % | 536.576 $ | +237.412 $ | +79,4 % | |||
| ROYAL BANK OF CANADA | 8.355.000 $ | +1.783.000 $ | +27,1 % | 6.572.000 $ | +874.000 $ | +15,3 % | 5.698.000 $ | +3.434.000 $ | +151,7 % | |||
| Cetera Investment Advisers | 8.154.355 $ | +2.664.488 $ | +48,5 % | 5.489.867 $ | +1.847.112 $ | +50,7 % | 3.642.755 $ | +3.264.755 $ | +863,7 % | |||
| POTENTIA WEALTH | 7.647.257 $ | |||||||||||
| Prosperity Financial Group, Inc. | 6.644.995 $ | -201.696 $ | -2,9 % | 6.846.691 $ | +957.779 $ | +16,3 % | 5.888.912 $ | -656.273 $ | -10,0 % | 6.545.185 $ | +2.739.446 $ | +72,0 % |
| Advisory Services Network, LLC | 5.195.109 $ | +938.971 $ | +22,1 % | 4.256.138 $ | +111.003 $ | +2,7 % | 4.145.135 $ | +475.740 $ | +13,0 % | |||
| Cornerstone Wealth Management, LLC | 3.721.739 $ | -312.372 $ | -7,7 % | 4.034.111 $ | +96.318 $ | +2,4 % | 3.937.793 $ | -508.754 $ | -11,4 % | 4.446.547 $ | -112.797 $ | -2,5 % |
| Kingsview Wealth Management, LLC | 4.389.725 $ | +2.048.890 $ | +87,5 % | 2.340.835 $ | ||||||||
| BlueChip Wealth Advisors LLC | 3.994.981 $ | +1.078.541 $ | +37,0 % | 2.916.440 $ | +1.893.026 $ | +185,0 % | 1.023.414 $ | |||||
| Farther Finance Advisors, LLC | 32.219 $ | -14.378 $ | -30,9 % | 46.597 $ | -3.588.973 $ | -98,7 % | 3.635.570 $ | +142.253 $ | +4,1 % | 3.493.317 $ | +3.428.572 $ | +5.295,5 % |
| WCG Wealth Advisors LLC | 3.532.270 $ | |||||||||||
| Savvy Advisors, Inc. | 3.486.963 $ | |||||||||||
| GOLDMAN SACHS GROUP INC | 3.045.453 $ | +1.379.660 $ | +82,8 % | 1.665.793 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 2.875.999 $ | +328.817 $ | +12,9 % | 2.547.182 $ | ||||||||
| STIFEL FINANCIAL CORP | 2.841.987 $ | +1.098.686 $ | +63,0 % | 1.743.301 $ | -284.832 $ | -14,0 % | 2.028.133 $ | +413.117 $ | +25,6 % | |||
| IHT Wealth Management, LLC | 2.037.049 $ | -414.966 $ | -16,9 % | 2.452.015 $ | -113.824 $ | -4,4 % | 2.565.839 $ | |||||
| MARS JEWETT FINANCIAL GROUP, INC. | 2.275.774 $ | +41.829 $ | +1,9 % | 2.233.945 $ | -68.626 $ | -3,0 % | 2.302.571 $ | |||||
| JANE STREET GROUP, LLC | 2.292.895 $ | +328.048 $ | +16,7 % | 1.964.847 $ | +378.978 $ | +23,9 % | 1.585.869 $ | +1.064.117 $ | +204,0 % | |||
| Econ Financial Services Corp | 2.152.710 $ | |||||||||||
| NATIXIS ADVISORS, LLC | 2.122.000 $ | +1.566.000 $ | +281,7 % | 556.000 $ | +138.000 $ | +33,0 % | 418.000 $ | |||||
| D.A. DAVIDSON & CO. | 1.744.931 $ | +1.491.381 $ | +588,2 % | 253.550 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 852.000 $ | -848.000 $ | -49,9 % | 1.700.000 $ | +1.086.000 $ | +176,9 % | 614.000 $ | +335.000 $ | +120,1 % | 279.000 $ | +68.000 $ | +32,2 % |
| Equitable Holdings, Inc. | 1.676.659 $ | +74.035 $ | +4,6 % | 1.602.624 $ | ||||||||
| Cedrus Wealth Group LLC | 1.338.971 $ | -305.169 $ | -18,6 % | 1.644.140 $ | ||||||||
| CITADEL ADVISORS LLC | 1.459.945 $ | +1.209.860 $ | +483,8 % | |||||||||
| IAG Wealth Partners, LLC | 1.636 $ | +17 $ | +1,1 % | 1.619 $ | -46.337 $ | -96,6 % | 47.956 $ | -1.145.983 $ | -96,0 % | 1.193.939 $ | +1.041.028 $ | +680,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.109.002 $ | +513.885 $ | +86,4 % | 595.117 $ | -158.115 $ | -21,0 % | 753.232 $ | |||||
| GWN SECURITIES INC. | 892.171 $ | +37.977 $ | +4,4 % | 854.194 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 410.000 $ | -441.000 $ | -51,8 % | 851.000 $ | ||||||||
| Kintra Investments, LLC | 811.584 $ | -55.200.849 $ | -98,6 % | |||||||||
| Global Retirement Partners, LLC | 667.063 $ | |||||||||||
| Richmond Investment Services, LLC | 661.457 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 570.626 $ | -3.927 $ | -0,7 % | 574.553 $ | -16.109 $ | -2,7 % | 590.662 $ | -14.649 $ | -2,4 % | |||
| Regal Investment Advisors LLC | 474.405 $ | +86.419 $ | +22,3 % | 387.986 $ | ||||||||
| Dickmeyer Boyce Financial Management, Inc. | 427.164 $ | -38.951 $ | -8,4 % | 466.115 $ | +38.487 $ | +9,0 % | 427.628 $ | |||||
| BROWN ADVISORY INC | 407.408 $ | +26.238 $ | +6,9 % | 381.170 $ | +2.710 $ | +0,7 % | 378.460 $ | +5.649 $ | +1,5 % | |||
| Privatperson | 92.911 $ | -267.547 $ | -74,2 % | 360.458 $ | +55.707 $ | +18,3 % | 304.751 $ | -32.325 $ | -9,6 % | 337.076 $ | +1.838 $ | +0,5 % |
| IFG Advisory, LLC | 349.399 $ | |||||||||||
| D. E. Shaw & Co., Inc. | 326.952 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 260.953 $ | +3.678 $ | +1,4 % | 257.275 $ | +51.890 $ | +25,3 % | 205.385 $ | +4.481 $ | +2,2 % | 200.904 $ | ||
| CRA Financial Services, LLC | 236.040 $ | -3.948 $ | -1,6 % | 239.988 $ | +15.456 $ | +6,9 % | 224.532 $ | +1.596 $ | +0,7 % | 222.936 $ | +3.328 $ | +1,5 % |
| Mariner, LLC | 222.746 $ | +1.986 $ | +0,9 % | 220.760 $ | ||||||||
| SUMMIT WEALTH GROUP LLC / CO | 202.067 $ | |||||||||||
| Roxbury Financial LLC | 151.654 $ | +519 $ | +0,3 % | 151.135 $ | +20.132 $ | +15,4 % | 131.003 $ | -20.689 $ | -13,6 % | 151.692 $ | +860 $ | +0,6 % |
| CWM, LLC | 80.327 $ | +1.327 $ | +1,7 % | 79.000 $ | +1.000 $ | +1,3 % | ||||||
| SITTNER & NELSON, LLC | 64.283 $ | +4.140 $ | +6,9 % | 60.143 $ | -3.015 $ | -4,8 % | 63.158 $ | +4.334 $ | +7,4 % | |||
| MORGAN STANLEY | 62.883 $ | -381.268 $ | -85,8 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 46.599 $ | |||||||||||
| PRIVATE TRUST CO NA | 19.877 $ | +203 $ | +1,0 % | 19.674 $ | ||||||||
| OSAIC HOLDINGS, INC. | 19.614 $ | +3.033 $ | +18,3 % | 16.581 $ | +7.497 $ | +82,5 % | 9.084 $ | |||||
| Ameritas Advisory Services, LLC | 15.758 $ | +1.219 $ | +8,4 % | |||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.906 $ | +873 $ | +7,3 % | 12.033 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 5.751 $ | |||||||||||
| Tidemark, LLC | 4.634 $ | +445 $ | +10,6 % | 4.189 $ | ||||||||
| FMR LLC | 914 $ | +887 $ | +3.285,2 % | 27 $ | +1 $ | +3,8 % | ||||||
| Gesamt | 344.924.574 $ | +4.137.235 $ | -9,5 % | 689.368.522 $ | +191.576.908 $ | +102,3 % | 498.130.176 $ | +208.597.344 $ | +126,6 % | 280.230.401 $ | +33.969.111 $ | +302,5 % |