| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 19.582.925 $ | +1.141.689 $ | +11,4 % | 18.114.973 $ | +1.172.425 $ | +6,8 % | 20.754.296 $ | +1.270.505 $ | +15,7 % | |
| FULTON BANK, N.A. | 13.111.235 $ | +788.229 $ | +6,4 % | 12.323.006 $ | +726.534 $ | +6,3 % | 11.596.472 $ | +432.293 $ | +3,9 % |
| RiverFront Investment Group, LLC | 3.814.421 $ | +714.883 $ | +23,1 % | ||||||
| Redwood Wealth Management Group, LLC | 2.224.324 $ | +27.622 $ | +1,3 % | 2.196.702 $ | +106.571 $ | +5,1 % | 2.090.131 $ | +39.038 $ | +1,9 % |
| Grey Fox Wealth Advisors, LLC | 1.336.891 $ | -11.581 $ | -0,9 % | 1.348.472 $ | +176.508 $ | +15,1 % | 1.171.964 $ | +104.222 $ | +9,8 % |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1.073.709 $ | -56.519 $ | -5,0 % | 1.130.228 $ | +74.045 $ | +7,0 % | 1.056.183 $ | +25.165 $ | +2,4 % |
| Kohmann Bosshard Financial Services, LLC | 732.329 $ | +406.137 $ | +124,5 % | ||||||
| Sequent Asset Management, LLC | 239.000 $ | -27.427 $ | -10,3 % | 266.427 $ | +37.353 $ | +16,3 % | |||
| Diversified Trust Co | 253.753 $ | +8.990 $ | +3,7 % | 244.763 $ | +26.391 $ | +12,1 % | 218.372 $ | ||
| Ethos Financial Group, LLC | 228.785 $ | +3.963 $ | +1,8 % | 224.822 $ | +10.109 $ | +4,7 % | 214.713 $ | ||
| Brooklyn Investment Group | 226.401 $ | ||||||||
| Arvest Bank Trust Division | 224.137 $ | +3.465 $ | +1,6 % | 220.672 $ | +12.763 $ | +6,1 % | 207.909 $ | +4.954 $ | +2,4 % |
| Westside Investment Management, Inc. | 143.828 $ | -1.415 $ | -1,0 % | 145.243 $ | +1.980 $ | +1,4 % | 143.263 $ | -50.320 $ | -26,0 % |
| Estabrook Capital Management | 14.634 $ | +199 $ | +1,4 % | 14.435 $ | +171 $ | +1,2 % | 14.264 $ | +158 $ | +1,1 % |
| Coston, McIsaac & Partners | 229 $ | +26 $ | +12,8 % | 203 $ | +0 $ | +0,0 % | 203 $ | +112 $ | +123,1 % |
| Motiv8 Investments LLC | 71 $ | ||||||||
| 19.582.925 $ | +1.141.689 $ | +11,4 % | 18.114.973 $ | +1.172.425 $ | +6,8 % | 20.754.296 $ | +1.270.505 $ | +15,7 % | |