| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 |
|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) |
|---|
| | | | | | | | |
|---|
| 509.708.788 $ | +91.076.731 $ | 266.163.759 $ | +29.091.200 $ | 172.121.531 $ | +9.161.082 $ | 28.744.636 $ | |
|---|
| Castellan Group | 149.032.412 $ | +6.122.509 $ | 142.909.903 $ | +23.340.202 $ | 119.569.701 $ | | | |
|---|
| Wealthspire Advisors, LLC | 54.452.256 $ | +53.924.670 $ | 527.586 $ | | | | | |
|---|
| WealthPlan Investment Management, LLC | 52.681.389 $ | | | | | | | |
|---|
| JANE STREET GROUP, LLC | 43.352.235 $ | +22.672.640 $ | 20.679.595 $ | +4.687.467 $ | 15.992.128 $ | -154.499 $ | 16.146.627 $ | |
|---|
| Belpointe Asset Management LLC | 42.393.788 $ | | | | | | | |
|---|
| TECTONIC ADVISORS LLC | 33.860.829 $ | -385.002 $ | 34.245.831 $ | | | | | |
|---|
| Legacy Wealth Managment, LLC/ID | 16.846.166 $ | | | | | | | |
|---|
| Rockefeller Capital Management L.P. | 13.987.167 $ | +7.188.409 $ | 6.798.758 $ | -3.333.107 $ | 10.131.865 $ | +8.638.422 $ | 1.493.443 $ | |
|---|
| Cetera Investment Advisers | 13.263.168 $ | | | | | | | |
|---|
| Ovata Capital Management Ltd | 8.911.884 $ | -3.776.169 $ | 12.688.053 $ | +1.810.836 $ | 10.877.217 $ | | | |
|---|
| Riverview Capital Advisers, LLC | 12.393.738 $ | -140.911 $ | 12.534.649 $ | | | | | |
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| WealthPLAN Partners, LLC | 7.821.817 $ | | | | | | | |
|---|
| Heartwood Wealth Advisors LLC | 5.876.464 $ | +74.742 $ | 5.801.722 $ | +211.494 $ | 5.590.228 $ | +955 $ | 5.589.273 $ | |
|---|
| AE Wealth Management LLC | 5.811.644 $ | +827.038 $ | 4.984.606 $ | | | | | |
|---|
| Neuberger Berman Group LLC | | | | | 5.690.939 $ | +639.486 $ | 5.051.453 $ | |
|---|
| Arkadios Wealth Advisors | 4.858.660 $ | | | | | | | |
|---|
| Brookwood Investment Group LLC | 4.795.077 $ | +3.938.897 $ | 856.180 $ | | | | | |
|---|
| U.S. Capital Wealth Advisors, LLC | 3.456.461 $ | | | | | | | |
|---|
| BCGM Wealth Management, LLC | 3.413.729 $ | +174.246 $ | 3.239.483 $ | | | | | |
|---|
| Beacon Capital Management, LLC | 872.097 $ | -2.440.756 $ | 3.312.853 $ | | | | | |
|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.307.316 $ | +1.516.989 $ | 1.790.327 $ | | | | | |
|---|
| Andrew Hill Investment Advisors, Inc. | 3.037.340 $ | | | | | | | |
|---|
| OSAIC HOLDINGS, INC. | 2.635.419 $ | +24.648 $ | 2.610.771 $ | +2.377.939 $ | 232.832 $ | +3.696 $ | 229.136 $ | |
|---|
| Kensington Asset Management, LLC | 2.540.158 $ | -11.580 $ | 2.551.738 $ | | | | | |
|---|
| Elevated Capital Advisors, LLC | 2.442.227 $ | +469.182 $ | 1.973.045 $ | | | | | |
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| Kestra Advisory Services, LLC | 2.275.299 $ | | | | | | | |
|---|
| Hilton Capital Management, LLC | 2.159.579 $ | +154.494 $ | 2.005.085 $ | +37.757 $ | 1.967.328 $ | | | |
|---|
| Federation des caisses Desjardins du Quebec | 1.979.349 $ | | | | | | | |
|---|
| RPS ADVISORY SOLUTIONS LLC | 1.737.177 $ | -39.317 $ | 1.776.494 $ | -116.005 $ | 1.892.499 $ | | | |
|---|
| POM Investment Strategies, LLC | 1.710.693 $ | -79.457 $ | 1.790.150 $ | | | | | |
|---|
| Castleview Partners, LLC | 1.136.848 $ | | | | | | | |
|---|
| HOWARD BAILEY SECURITIES, LLC | 876.089 $ | +112.181 $ | 763.908 $ | | | | | |
|---|
| B.O.S.S. Retirement Advisors, LLC | 718.006 $ | +437.257 $ | 280.749 $ | | | | | |
|---|
| FSA Advisors, Inc. | 676.433 $ | | | | | | | |
|---|
| Burk Holdings LLC | 589.621 $ | | | | | | | |
|---|
| Authentikos Wealth Advisory, LLC | 556.465 $ | +49.290 $ | 507.175 $ | | | | | |
|---|
| Triad Wealth Partners, LLC | 527.544 $ | | | | | | | |
|---|
| Tactive Advisors, LLC | | | 349.679 $ | | | | | |
|---|
| Blackston Financial Advisory Group, LLC | 346.336 $ | +123.108 $ | 223.228 $ | | | | | |
|---|
| Farther Finance Advisors, LLC | 302.736 $ | +176.371 $ | 126.365 $ | +24.605 $ | 101.760 $ | | | |
|---|
| Beaumont Financial Advisors, LLC | 269.957 $ | | | | | | | |
|---|
| BEAM WEALTH ADVISORS, INC. | 268.115 $ | | | | | | | |
|---|
| CreativeOne Wealth, LLC | 253.842 $ | | | | | | | |
|---|
| Andina Capital Management, LLC | | | 252.618 $ | | | | | |
|---|
| Balefire, LLC | 226.505 $ | | | | | | | |
|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 210.489 $ | | | | | | | |
|---|
| CFS Investment Advisory Services, LLC | 202.400 $ | -1.036 $ | 203.436 $ | | | | | |
|---|
| Global Financial Private Client, LLC | | | | | | | 192.439 $ | |
|---|
| Decker Retirement Planning Inc. | 97.215 $ | -65.948 $ | 163.163 $ | | | | | |
|---|
| UBS Group AG | 151.637 $ | +28.890 $ | 122.747 $ | +51.423 $ | 71.324 $ | +31.626 $ | 39.698 $ | |
|---|
| Lloyd Advisory Services, LLC. | 122.302 $ | | | | | | | |
|---|
| Steward Partners Investment Advisory, LLC | 88.600 $ | | | | | | | |
|---|
| Guerra Advisors Inc | | | 81.269 $ | | | | | |
|---|
| Optiver Holding B.V. | 74.472 $ | | | | | | | |
|---|
| Newbridge Financial Services Group, Inc. | 67.496 $ | | | | | | | |
|---|
| Game Plan Financial Advisors, LLC | 25.280 $ | | | | | | | |
|---|
| IFS Advisors, LLC | 6.104 $ | +474 $ | 5.630 $ | | | | | |
|---|
| City State Bank | 4.578 $ | +355 $ | 4.223 $ | | | | | |
|---|
| X-Square Capital, LLC | 2.072 $ | +72 $ | 2.000 $ | -18 $ | 2.018 $ | +2 $ | 2.016 $ | |
|---|
| CWM, LLC | 690 $ | +391 $ | 299 $ | -1.393 $ | 1.692 $ | +1.394 $ | 298 $ | |
|---|
| Wealth Watch Advisors, INC | 923 $ | | | | | | | |
|---|
| American Capital Advisory, LLC | 495 $ | +54 $ | 441 $ | | | | | |
|---|
| IFP Advisors, Inc | | | | | | | 253 $ | |
|---|