| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 648.532.694 $ | +99.622.488 $ | +71,2 % | 712.103.349 $ | +20.107.841 $ | +4,7 % | 656.685.659 $ | +70.294.201 $ | +32,5 % | 606.814.123 $ | +210.527.642 $ | +37,1 % | |
| Sepio Capital, LP | 556.034.167 $ | +75.970.473 $ | +15,8 % | 480.063.694 $ | +5.865.386 $ | +1,2 % | 474.198.308 $ | +23.394.970 $ | +5,2 % | 450.803.338 $ | +198.312.945 $ | +78,5 % |
| Financial Security Advisor, Inc. | 104.155.115 $ | +8.531.843 $ | +8,9 % | 95.623.272 $ | +22.790.979 $ | +31,3 % | 72.832.293 $ | +3.481.805 $ | +5,0 % | |||
| OneAscent Financial Services LLC | 47.812.712 $ | +4.513.671 $ | +10,4 % | 43.299.041 $ | +18.715.372 $ | +76,1 % | 24.583.669 $ | +5.581.669 $ | +29,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 30.868.000 $ | +19.918.000 $ | +181,9 % | |||||||||
| Almanack Investment Partners, LLC. | 30.544.429 $ | |||||||||||
| Cooper Financial Group | 27.263.416 $ | +3.734.015 $ | +15,9 % | 23.529.401 $ | ||||||||
| Concurrent Investment Advisors, LLC | 22.257.117 $ | |||||||||||
| OneAscent Wealth Management LLC | 17.321.339 $ | +1.687.777 $ | +10,8 % | 15.633.562 $ | +5.061.801 $ | +47,9 % | ||||||
| Cresset Asset Management, LLC | 16.011.568 $ | -309.297 $ | -1,9 % | 16.320.865 $ | +331.079 $ | +2,1 % | 15.989.786 $ | |||||
| Northland Capital Management LLC | 12.109.994 $ | |||||||||||
| Atria Investments, Inc | 12.060.608 $ | +3.151.223 $ | +35,4 % | |||||||||
| FMR LLC | 11.780.448 $ | |||||||||||
| Arkadios Wealth Advisors | 11.429.072 $ | -181.539 $ | -1,6 % | 11.610.611 $ | ||||||||
| 648.532.694 $ | +99.622.488 $ | +71,2 % | 712.103.349 $ | +20.107.841 $ | +4,7 % | 656.685.659 $ | +70.294.201 $ | +32,5 % | 606.814.123 $ | +210.527.642 $ | +37,1 % | |