| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 5.741.003 $ | -14.739 $ | +8,2 % | 1.504.752.999 $ | +390.506.266 $ | +142,8 % | 1.078.477.066 $ | +44.031.336 $ | +23,4 % | 1.017.899.314 $ | +3.779.740 $ | -11,7 % |
| Sequoia Financial Advisors, LLC | 1.104.340.568 $ | +59.675.816 $ | +5,7 % | 1.044.664.752 $ | +40.565.662 $ | +4,0 % | 1.004.099.090 $ | +4.674.302 $ | +0,5 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 356.661.029 $ | +323.105.304 $ | +962,9 % | |||||||||
| ENVESTNET ASSET MANAGEMENT INC | 17.139.464 $ | +1.724.028 $ | +11,2 % | 15.415.436 $ | +1.033.623 $ | +7,2 % | ||||||
| Cerity Partners LLC | 6.573.909 $ | +425.446 $ | +6,9 % | 6.148.463 $ | +793.287 $ | +14,8 % | 5.355.176 $ | |||||
| Integrated Advisors Network LLC | 4.518.771 $ | -21.353 $ | -0,5 % | 4.540.124 $ | +519.405 $ | +12,9 % | 4.020.719 $ | +316.115 $ | +8,5 % | 3.704.604 $ | +369.624 $ | +11,1 % |
| Arkadios Wealth Advisors | 3.896.384 $ | +3.616.160 $ | +1.290,5 % | 280.224 $ | +9.027 $ | +3,3 % | ||||||
| Forum Finance Group S.A. | 2.294.000 $ | +1.326.000 $ | +137,0 % | 968.000 $ | ||||||||
| SlateStone Wealth, LLC | 2.238.000 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 1.735.886 $ | +122.337 $ | +7,6 % | 1.613.549 $ | +62.449 $ | +4,0 % | 1.551.100 $ | +3.752 $ | +0,2 % | |||
| ROYAL BANK OF CANADA | 805.000 $ | -828.000 $ | -50,7 % | 1.633.000 $ | +927.000 $ | +131,3 % | 706.000 $ | -937.000 $ | -57,0 % | |||
| OLD MISSION CAPITAL LLC | 1.412.509 $ | +478.083 $ | +51,2 % | 934.426 $ | +610.101 $ | +188,1 % | 324.325 $ | -158.920 $ | -32,9 % | |||
| BlackRock, Inc. | 1.129.614 $ | +73.105 $ | +6,9 % | 1.056.509 $ | ||||||||
| EPIQ PARTNERS, LLC | 960.254 $ | |||||||||||
| Mariner, LLC | 569.394 $ | +36.850 $ | +6,9 % | 532.544 $ | +20.000 $ | +3,9 % | 512.544 $ | +7.820 $ | +1,5 % | |||
| Fulcrum Asset Management LLP | 437.628 $ | |||||||||||
| JANE STREET GROUP, LLC | 208.192 $ | -192.727 $ | -48,1 % | 400.919 $ | -63.604 $ | -13,7 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 255.252 $ | +16.519 $ | +6,9 % | 238.733 $ | -152.066 $ | -38,9 % | 390.799 $ | |||||
| Asset Allocation Strategies LLC | 380.440 $ | +148.715 $ | +64,2 % | 231.725 $ | ||||||||
| OSAIC HOLDINGS, INC. | 320.733 $ | +65.726 $ | +25,8 % | 255.007 $ | +43.119 $ | +20,3 % | 211.888 $ | |||||
| CITADEL ADVISORS LLC | 234.242 $ | -10.466 $ | -4,3 % | 244.708 $ | -125.729 $ | -33,9 % | ||||||
| TUCKER ASSET MANAGEMENT LLC | 203.091 $ | |||||||||||
| Inspire Investing, LLC | 89.669 $ | -12.553 $ | -12,3 % | 102.222 $ | +4.110 $ | +4,2 % | 98.112 $ | |||||
| Owl Creek Wealth Partners LLC | 45.887 $ | +6.614 $ | +16,8 % | 39.273 $ | ||||||||
| Quaker Wealth Management, LLC | 42.279 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 36.097 $ | +21.760 $ | +151,8 % | 14.337 $ | +663 $ | +4,8 % | 13.674 $ | +468 $ | +3,5 % | |||
| Covestor Ltd | 13.000 $ | |||||||||||
| Ameritas Advisory Services, LLC | 10.951 $ | |||||||||||
| UBS Group AG | 8.182 $ | +2.031 $ | +33,0 % | 6.151 $ | ||||||||
| Caitong International Asset Management Co., Ltd | 1.824 $ | |||||||||||
| Total | 5.741.003 $ | -14.739 $ | +8,2 % | 1.504.752.999 $ | +390.506.266 $ | +142,8 % | 1.078.477.066 $ | +44.031.336 $ | +23,4 % | 1.017.899.314 $ | +3.779.740 $ | -11,7 % |