| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 911.459.124 $ | -70.236.470 $ | -5,9 % | 930.269.888 $ | +3.266.194 $ | +1,6 % | 981.773.696 $ | +21.614.456 $ | +4,4 % | 574.069.919 $ | +41.750.564 $ | +13,4 % | |
| Sequoia Financial Advisors, LLC | 342.872.060 $ | +4.052.183 $ | +1,2 % | 338.819.877 $ | +5.860.822 $ | +1,8 % | 332.959.055 $ | |||||
| Madison Asset Management, LLC | 183.098.119 $ | -18.409.388 $ | -9,1 % | 201.507.507 $ | -20.457.342 $ | -9,2 % | 221.964.849 $ | -1.657.429 $ | -0,7 % | 223.622.278 $ | -13.668.125 $ | -5,8 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101.378.479 $ | -50.202.817 $ | -33,1 % | 151.581.296 $ | +12.148.296 $ | +8,7 % | 139.433.000 $ | +12.322.065 $ | +9,7 % | 127.110.935 $ | +48.419.300 $ | +61,5 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 79.490.988 $ | -13.688.764 $ | -14,7 % | 93.179.752 $ | -421.309 $ | -0,5 % | 93.601.061 $ | +1.275.014 $ | +1,4 % | 92.326.047 $ | +3.965.157 $ | +4,5 % |
| Abacus Planning Group, Inc. | 82.956.949 $ | -657.138 $ | -0,8 % | 83.614.087 $ | +3.439.498 $ | +4,3 % | 80.174.589 $ | +3.711.622 $ | +4,9 % | 76.462.967 $ | -949.261 $ | -1,2 % |
| Resonant Capital Advisors, LLC | 67.153.392 $ | +5.586.023 $ | +9,1 % | 61.567.369 $ | +2.696.229 $ | +4,6 % | 58.871.140 $ | +4.323.448 $ | +7,9 % | 54.547.692 $ | +3.983.493 $ | +7,9 % |
| AlphaCore Capital LLC | 54.509.137 $ | +3.083.431 $ | +6,0 % | 54.770.002 $ | +1.639.736 $ | +3,1 % | ||||||
| 911.459.124 $ | -70.236.470 $ | -5,9 % | 930.269.888 $ | +3.266.194 $ | +1,6 % | 981.773.696 $ | +21.614.456 $ | +4,4 % | 574.069.919 $ | +41.750.564 $ | +13,4 % | |