| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 191.400.695 $ | -5.672.243 $ | +26,9 % | 199.652.389 $ | +7.727.083 $ | -6,0 % | 191.662.185 $ | +2.110.817 $ | +120,7 % | 606.600.935 $ | +13.564.858 $ | +3,1 % | |
| Pacer Advisors, Inc. | 426.272.608 $ | |||||||||||
| Jackson Wealth Management, LLC | 185.189.000 $ | -3.254.000 $ | -1,7 % | 188.443.000 $ | +7.958.000 $ | +4,4 % | 180.485.000 $ | +2.313.000 $ | +1,3 % | 178.172.000 $ | +13.259.000 $ | +8,0 % |
| Westside Investment Management, Inc. | 5.484.791 $ | -2.539.774 $ | -31,6 % | 8.024.565 $ | +34.727 $ | +0,4 % | 7.989.838 $ | |||||
| Kohmann Bosshard Financial Services, LLC | 1.793.916 $ | +972.161 $ | +118,3 % | 821.755 $ | ||||||||
| Game Plan Financial Advisors, LLC | 169.757 $ | +120.062 $ | +241,6 % | 49.695 $ | -1.231.349 $ | -96,1 % | 1.281.044 $ | -127.566 $ | -9,1 % | 1.408.610 $ | +42.781 $ | +3,1 % |
| Coastwise Capital Group, LLC | 785.177 $ | |||||||||||
| Williams Jones Wealth Management, LLC. | 360.188 $ | +4.155 $ | +1,2 % | 356.033 $ | -6.383 $ | -1,8 % | 362.416 $ | -261.728 $ | -41,9 % | 624.144 $ | +288.711 $ | +86,1 % |
| Vermillion Wealth Management, Inc. | 523.341 $ | +111.931 $ | +27,2 % | |||||||||
| Main Street Group, LTD | 198.612 $ | +75.082 $ | +60,8 % | 123.530 $ | -25.600 $ | -17,2 % | ||||||
| Arvest Bank Trust Division | 152.856 $ | +2.417 $ | +1,6 % | 150.439 $ | ||||||||
| McMillan Office, Inc. | 44.074 $ | -5.099 $ | -10,4 % | 49.173 $ | ||||||||
| Motiv8 Investments LLC | 323 $ | |||||||||||
| Main Management LLC | 35 $ | -73 $ | -67,6 % | 108 $ | +96 $ | +800,0 % | 12 $ | -38 $ | -76,0 % | |||
| Financial Gravity Asset Management, Inc. | 38 $ | |||||||||||
| Coston, McIsaac & Partners | 29 $ | -4 $ | -12,1 % | 33 $ | +0 $ | +0,0 % | 33 $ | +2 $ | +6,5 % | 31 $ | +4 $ | +14,8 % |
| VSM Wealth Advisory, LLC | 0 $ | |||||||||||
| 191.400.695 $ | -5.672.243 $ | +26,9 % | 199.652.389 $ | +7.727.083 $ | -6,0 % | 191.662.185 $ | +2.110.817 $ | +120,7 % | 606.600.935 $ | +13.564.858 $ | +3,1 % | |