| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 541.641.768 $ | +63.304.846 $ | +23,8 % | 478.336.922 $ | +16.199.507 $ | +0,7 % | 416.648.144 $ | +50.756.623 $ | +15,8 % | 341.028.579 $ | +13.860.564 $ | +4,8 % | |
| Morton Capital Management LLC/CA | 154.666.220 $ | +2.375.701 $ | +1,6 % | 152.290.519 $ | +12.302.657 $ | +8,8 % | 139.987.862 $ | +16.314.346 $ | +13,2 % | 123.673.516 $ | -1.820.294 $ | -1,5 % |
| LPL Financial LLC | 146.043.597 $ | +13.693.833 $ | +10,3 % | 132.349.764 $ | +24.480.792 $ | +22,7 % | 107.868.972 $ | +9.374.626 $ | +9,5 % | 98.494.346 $ | +18.450.124 $ | +23,0 % |
| Cetera Investment Advisers | 44.007.995 $ | -195.624 $ | -0,4 % | 44.203.619 $ | -19.982.070 $ | -31,1 % | 64.185.689 $ | +10.056.760 $ | +18,6 % | 54.128.929 $ | +4.215.139 $ | +8,4 % |
| RAYMOND JAMES FINANCIAL INC | 58.508.237 $ | +28.786.283 $ | +96,9 % | 29.721.954 $ | +2.842.919 $ | +10,6 % | ||||||
| Pitcairn Wealth Advisors LLC | 55.457.040 $ | +38.373 $ | +0,1 % | 55.418.667 $ | ||||||||
| ENVESTNET ASSET MANAGEMENT INC | 46.823.865 $ | +15.209.573 $ | +48,1 % | 31.614.292 $ | -6.494.226 $ | -17,0 % | 38.108.518 $ | +8.800.301 $ | +30,0 % | 29.308.217 $ | +4.533.416 $ | +18,3 % |
| PITCAIRN CO | 36.808.431 $ | +1.384.860 $ | +3,9 % | 35.423.571 $ | -11.517.821 $ | -24,5 % | ||||||
| AMERIPRISE FINANCIAL INC | 36.134.814 $ | +3.396.707 $ | +10,4 % | 32.738.107 $ | +3.049.435 $ | +10,3 % | 29.688.672 $ | +4.825.730 $ | +19,4 % | |||
| 541.641.768 $ | +63.304.846 $ | +23,8 % | 478.336.922 $ | +16.199.507 $ | +0,7 % | 416.648.144 $ | +50.756.623 $ | +15,8 % | 341.028.579 $ | +13.860.564 $ | +4,8 % | |