| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 120.865.388 $ | +1.730.446 $ | +6.459,2 % | 14.842.761 $ | -614.984 $ | -10,7 % | 13.315.637 $ | |||
| CWM, LLC | 90.232.191 $ | ||||||||
| TrueMark Investments, LLC | 9.308.955 $ | +1.343.947 $ | +16,9 % | 7.965.008 $ | -424.461 $ | -5,1 % | 8.389.469 $ | ||
| MATHER GROUP, LLC. | 8.242.284 $ | ||||||||
| Valtinson Bruner Financial Planning LLC | 2.866.263 $ | -175.493 $ | -5,8 % | 3.041.756 $ | -135.231 $ | -4,3 % | 3.176.987 $ | ||
| Simplify Asset Management Inc. | 2.678.240 $ | +116.690 $ | +4,6 % | 2.561.550 $ | |||||
| Professional Financial Advisors, LLC | 2.057.084 $ | ||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.981.940 $ | ||||||||
| OLD MISSION CAPITAL LLC | 1.042.845 $ | +746.733 $ | +252,2 % | 296.112 $ | |||||
| Elevated Capital Advisors, LLC | 10.176 $ | -560.306 $ | -98,2 % | 570.482 $ | -32.463 $ | -5,4 % | 602.945 $ | ||
| Pekin Hardy Strauss, Inc. | 572.340 $ | ||||||||
| OSAIC HOLDINGS, INC. | 508.319 $ | -16.648 $ | -3,2 % | 524.967 $ | +6.384 $ | +1,2 % | 518.583 $ | ||
| Triton Wealth Management, PLLC | 491.636 $ | ||||||||
| Magnolia Private Wealth, LLC | 417.890 $ | ||||||||
| INSIGHT 2811, INC. | 228.887 $ | ||||||||
| LaSalle St. Investment Advisors, LLC | 217.634 $ | +217.409 $ | +96.626,2 % | 225 $ | -3 $ | -1,3 % | 228 $ | ||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 133.939 $ | +65.571 $ | +95,9 % | 68.368 $ | |||||
| AE Wealth Management LLC | 37.236 $ | -1.319 $ | -3,4 % | 38.555 $ | -17.924 $ | -31,7 % | 56.479 $ | ||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 25.604 $ | ||||||||
| Kestra Advisory Services, LLC | 25.462 $ | ||||||||
| UBS Group AG | 11.405 $ | +4.915 $ | +75,7 % | 6.490 $ | -10.952 $ | -62,8 % | 17.442 $ | ||
| Arax Advisory Partners | 11.405 $ | -4.821 $ | -29,7 % | 16.226 $ | -279 $ | -1,7 % | 16.505 $ | ||
| DHJJ Financial Advisors, Ltd. | 3.053 $ | -6.683 $ | -68,6 % | 9.736 $ | -168 $ | -1,7 % | 9.904 $ | ||
| Capital Investment Advisory Services, LLC | 7.683 $ | -264 $ | -3,3 % | 7.947 $ | |||||
| Deane Retirement Strategies, Inc. | 3.991 $ | ||||||||
| Lloyd Advisory Services, LLC. | 3.429 $ | ||||||||
| WEDBUSH SECURITIES INC | 2.936 $ | +727 $ | +32,9 % | 2.209 $ | +113 $ | +5,4 % | 2.096 $ | ||
| ASSETMARK, INC | 339 $ | -12 $ | -3,4 % | 351 $ | |||||
| 120.865.388 $ | +1.730.446 $ | +6.459,2 % | 14.842.761 $ | -614.984 $ | -10,7 % | 13.315.637 $ | |||