| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 128.445.786 $ | -12.345.354 $ | +42,0 % | 132.799.247 $ | +9.399.630 $ | +165,8 % | 6.928.448 $ | +112.066 $ | +216,8 % | |
| Seed Wealth Management, Inc. | 37.689.556 $ | -376.312 $ | -1,0 % | 38.065.868 $ | |||||
| Relyea Zuckerberg Hanson LLC | 33.122.351 $ | +569.773 $ | +1,8 % | 32.552.578 $ | |||||
| Almanack Investment Partners, LLC. | 1.346.945 $ | -25.205.223 $ | -94,9 % | 26.552.168 $ | |||||
| AQR CAPITAL MANAGEMENT LLC | 15.463.899 $ | +7.093.738 $ | +84,8 % | 8.370.161 $ | +7.629.152 $ | +1.029,6 % | 741.009 $ | ||
| Sageworth Trust Co | 9.803.268 $ | ||||||||
| Empowered Funds, LLC | 7.571.063 $ | +5.938.318 $ | +363,7 % | 1.632.745 $ | +1.338.826 $ | +455,5 % | 293.919 $ | ||
| Kesler, Norman & Wride, LLC | 6.543.260 $ | ||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6.156.549 $ | ||||||||
| Financial Enhancement Group LLC | 2.639.395 $ | +120.533 $ | +4,8 % | 2.518.862 $ | +175.974 $ | +7,5 % | 2.342.888 $ | +376.983 $ | +19,2 % |
| QUARRY HILL ADVISORS, LLC | 2.125.019 $ | +43.017 $ | +2,1 % | 2.082.002 $ | |||||
| GTS SECURITIES LLC | 1.066.379 $ | -1.015.628 $ | -48,8 % | 2.082.007 $ | +650.281 $ | +45,4 % | 1.431.726 $ | +357.230 $ | +33,2 % |
| JPL Wealth Management, LLC | 1.952.256 $ | +39.519 $ | +2,1 % | 1.912.737 $ | |||||
| Creative Planning | 1.747.393 $ | +31.378 $ | +1,8 % | 1.716.015 $ | |||||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.338.203 $ | +27.089 $ | +2,1 % | 1.311.114 $ | |||||
| HighTower Advisors, LLC | 1.321.275 $ | ||||||||
| L.K. Benson & Company, P.C. | 1.291.632 $ | +26.146 $ | +2,1 % | 1.265.486 $ | |||||
| Ledyard National Bank | 1.167.520 $ | -57.351 $ | -4,7 % | 1.224.871 $ | |||||
| Schiavi & Co LLC | 1.066.953 $ | +21.599 $ | +2,1 % | 1.045.354 $ | |||||
| ROYAL BANK OF CANADA | 1.002.000 $ | +835.000 $ | +500,0 % | 167.000 $ | |||||
| Sherman Wealth Management LLC | 966.802 $ | ||||||||
| JANE STREET GROUP, LLC | 370.591 $ | -501.591 $ | -57,5 % | 872.182 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 206.134 $ | -460.240 $ | -69,1 % | 666.374 $ | +77.513 $ | +13,2 % | 588.861 $ | -706.407 $ | -54,5 % |
| Meredith Wealth Planning | 511.617 $ | ||||||||
| Farther Finance Advisors, LLC | 413.190 $ | -15.917 $ | -3,7 % | 429.107 $ | +21.359 $ | +5,2 % | 407.748 $ | +45.256 $ | +12,5 % |
| Focus Partners Wealth | 227.230 $ | +5.713 $ | +2,6 % | 221.517 $ | +14.039 $ | +6,8 % | 207.478 $ | ||
| Parkside Financial Bank & Trust | 196.233 $ | ||||||||
| UBS Group AG | 70.134 $ | +33.420 $ | +91,0 % | 36.714 $ | -5.923 $ | -13,9 % | 42.637 $ | +39.004 $ | +1.073,6 % |
| One Degree Advisors Inc | 8.250 $ | ||||||||
| M Holdings Securities, Inc. | 3.665 $ | +74 $ | +2,1 % | 3.591 $ | |||||
| 128.445.786 $ | -12.345.354 $ | +42,0 % | 132.799.247 $ | +9.399.630 $ | +165,8 % | 6.928.448 $ | +112.066 $ | +216,8 % | |