| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 610.333.513 $ | +52.538.114 $ | +3.247,5 % | 563.410.921 $ | +78.536.524 $ | +4.356,8 % | 429.594.752 $ | +341.124.788 $ | +9.773,6 % | |
| LOOMIS SAYLES & CO L P | 330.027.655 $ | +5.694.527 $ | +1,8 % | 324.333.128 $ | +11.525.919 $ | +3,7 % | 312.807.209 $ | +312.546.771 $ | +120.008,1 % |
| LPL Financial LLC | 101.138.714 $ | +20.149.813 $ | +24,9 % | 80.988.901 $ | +17.817.711 $ | +28,2 % | 63.171.190 $ | +11.291.532 $ | +21,8 % |
| RAYMOND JAMES FINANCIAL INC | 54.608.460 $ | +12.001.571 $ | +28,2 % | 42.606.889 $ | +38.935.691 $ | +1.060,6 % | 3.671.198 $ | +3.236.097 $ | +743,8 % |
| Cerity Partners LLC | 23.721.905 $ | ||||||||
| Greater Midwest Financial Group, LLC | 14.545.247 $ | +610.780 $ | +4,4 % | 13.934.467 $ | |||||
| Legacy Financial Advisors, Inc. | 13.134.860 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 13.040.953 $ | +93.290 $ | +0,7 % | 12.947.663 $ | +4.268.489 $ | +49,2 % | 8.679.174 $ | +1.477.808 $ | +20,5 % |
| MAI Capital Management | 10.188.892 $ | +60.534 $ | +0,6 % | 10.128.358 $ | |||||
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 8.428.031 $ | -63.902 $ | -0,8 % | 8.491.933 $ | -31.353 $ | -0,4 % | 8.523.286 $ | +8.515.764 $ | +113.211,4 % |
| DAVENPORT & Co LLC | 7.759.275 $ | +1.188.207 $ | +18,1 % | 6.571.068 $ | +1.618.457 $ | +32,7 % | 4.952.611 $ | +2.303.289 $ | +86,9 % |
| U.S. Capital Wealth Advisors, LLC | 6.273.170 $ | -124.687 $ | -1,9 % | 6.397.857 $ | +2.541.090 $ | +65,9 % | 3.856.767 $ | +125.487 $ | +3,4 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.202.520 $ | +6.197.287 $ | +118.427,0 % | 5.233 $ | -652 $ | -11,1 % | 5.885 $ | +455 $ | +8,4 % |
| Apollon Wealth Management, LLC | 5.866.250 $ | +154.968 $ | +2,7 % | 5.711.282 $ | +724.380 $ | +14,5 % | 4.986.902 $ | ||
| Three Magnolias Financial Advisors, LLC | 5.164.554 $ | +151.590 $ | +3,0 % | 5.012.964 $ | +731.831 $ | +17,1 % | 4.281.133 $ | +1.363.946 $ | +46,8 % |
| BANK OF AMERICA CORP /DE/ | 4.663.894 $ | +4.285.641 $ | +1.133,0 % | 378.253 $ | +313.509 $ | +484,2 % | 64.744 $ | +8.548 $ | +15,2 % |
| Steward Partners Investment Advisory, LLC | 4.628.029 $ | +121.809 $ | +2,7 % | 4.506.220 $ | +487.792 $ | +12,1 % | 4.018.428 $ | +656.672 $ | +19,5 % |
| WELLS FARGO & COMPANY/MN | 4.052.839 $ | ||||||||
| ROYAL BANK OF CANADA | 3.147.000 $ | +355.000 $ | +12,7 % | 2.792.000 $ | -1.145.000 $ | -29,1 % | 3.937.000 $ | -59.000 $ | -1,5 % |
| OSAIC HOLDINGS, INC. | 2.460.303 $ | +121.907 $ | +5,2 % | 2.338.396 $ | +255.529 $ | +12,3 % | 2.082.867 $ | +8.915 $ | +0,4 % |
| IFG Advisory, LLC | 2.133.176 $ | -165.511 $ | -7,2 % | 2.298.687 $ | +535.044 $ | +30,3 % | 1.763.643 $ | +1.420.181 $ | +413,5 % |
| Gateway Wealth Partners, LLC | 1.639.563 $ | ||||||||
| FLAGSHIP HARBOR ADVISORS, LLC | 1.475.055 $ | +869.777 $ | +143,7 % | 605.278 $ | |||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.362.405 $ | ||||||||
| Stratos Wealth Partners, LTD. | 1.151.227 $ | -956 $ | -0,1 % | 1.152.183 $ | |||||
| TRUIST FINANCIAL CORP | 1.116.670 $ | +120.060 $ | +12,0 % | 996.610 $ | +513.937 $ | +106,5 % | 482.673 $ | +51.912 $ | +12,1 % |
| OLD MISSION CAPITAL LLC | 826.358 $ | -83.495 $ | -9,2 % | 909.853 $ | +87.913 $ | +10,7 % | 821.940 $ | -1.249.584 $ | -60,3 % |
| Corient Private Wealth LLC | 837.381 $ | ||||||||
| JANE STREET GROUP, LLC | 719.114 $ | +360.664 $ | +100,6 % | 358.450 $ | -1.133.220 $ | -76,0 % | |||
| CITADEL ADVISORS LLC | 625.016 $ | -41.225 $ | -6,2 % | 666.241 $ | |||||
| Equitable Holdings, Inc. | 605.403 $ | +247.078 $ | +69,0 % | 358.325 $ | |||||
| MML INVESTORS SERVICES, LLC | 603.857 $ | +201.927 $ | +50,2 % | 401.930 $ | +401.583 $ | +115.730,0 % | 347 $ | ||
| Envision Financial LLC | 562.376 $ | +113.138 $ | +25,2 % | 449.238 $ | +72.871 $ | +19,4 % | 376.367 $ | ||
| AGH Wealth Advisors, LLC | 217.361 $ | -257.099 $ | -54,2 % | 474.460 $ | |||||
| HighTower Advisors, LLC | 474.007 $ | ||||||||
| MARSHALL WACE, LLP | 380.905 $ | ||||||||
| Sugar Maple Asset Management, LLC | 370.658 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 314.887 $ | ||||||||
| GoalVest Advisory LLC | 311.860 $ | ||||||||
| Northwest Financial Advisors | 310.031 $ | ||||||||
| STALEY CAPITAL ADVISERS INC | 292.736 $ | +2.359 $ | +0,8 % | 290.377 $ | +6.097 $ | +2,1 % | 284.280 $ | +4.260 $ | +1,5 % |
| CHILDRESS CAPITAL ADVISORS, LLC | 289.485 $ | -507.839 $ | -63,7 % | ||||||
| Private Advisor Group, LLC | 261.501 $ | ||||||||
| PRIVATE TRUST CO NA | 257.238 $ | +152.840 $ | +146,4 % | 104.398 $ | -9.680 $ | -8,5 % | 114.078 $ | -228.208 $ | -66,7 % |
| UBS Group AG | 218.061 $ | +16.363 $ | +8,1 % | 201.698 $ | -36.012 $ | -15,1 % | 237.710 $ | +125.715 $ | +112,3 % |
| Wilmington Savings Fund Society, FSB | 237.105 $ | +3.502 $ | +1,5 % | 233.603 $ | +52.802 $ | +29,2 % | 180.801 $ | +31.944 $ | +21,5 % |
| Resurgent Financial Advisors LLC | 224.919 $ | -117 $ | -0,1 % | 225.036 $ | |||||
| Kestra Advisory Services, LLC | 198.365 $ | ||||||||
| HUNTINGTON NATIONAL BANK | 32.138 $ | ||||||||
| Farther Finance Advisors, LLC | 23.111 $ | ||||||||
| Millstone Evans Group, LLC | 13.607 $ | ||||||||
| Janney Montgomery Scott LLC | 5.586 $ | +245 $ | +4,6 % | 5.341 $ | +1.740 $ | +48,3 % | 3.601 $ | +94 $ | +2,7 % |
| Ritter Daniher Financial Advisory LLC / DE | 4.901 $ | +216 $ | +4,6 % | 4.685 $ | |||||
| IMG Wealth Management, Inc. | 2.798 $ | ||||||||
| FLOW TRADERS U.S. LLC | 785 $ | ||||||||
| WEDBUSH SECURITIES INC | 374 $ | +7 $ | +1,9 % | 367 $ | +42 $ | +12,9 % | 325 $ | +14 $ | +4,5 % |
| DHJJ Financial Advisors, Ltd. | 343 $ | +6 $ | +1,8 % | 337 $ | +14 $ | +4,3 % | 323 $ | +15 $ | +4,9 % |
| MORGAN STANLEY | 75 $ | ||||||||
| CWM, LLC | 3 $ | +0 $ | +0,0 % | 3 $ | |||||
| 610.333.513 $ | +52.538.114 $ | +3.247,5 % | 563.410.921 $ | +78.536.524 $ | +4.356,8 % | 429.594.752 $ | +341.124.788 $ | +9.773,6 % | |