| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 201.912.020 $ | -25.789.494 $ | +2.327,0 % | 228.812.369 $ | -28.043.708 $ | +41,5 % | 254.605.984 $ | -59.500.669 $ | +56,5 % | 316.007.068 $ | -55.680.842 $ | +50,1 % | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 153.162.089 $ | -14.650.087 $ | -8,7 % | 167.812.176 $ | -23.353.489 $ | -12,2 % | 191.165.665 $ | -17.520.953 $ | -8,4 % | 208.686.618 $ | -27.927.553 $ | -11,8 % |
| GeoWealth Management, LLC | 5.750.111 $ | -11.422.512 $ | -66,5 % | 17.172.623 $ | -21.477.074 $ | -55,6 % | 38.649.697 $ | -41.777.676 $ | -51,9 % | 80.427.373 $ | -29.938.714 $ | -27,1 % |
| Corient Private Wealth LLC | 28.957.556 $ | -2.429.123 $ | -7,7 % | 31.386.679 $ | +16.476.750 $ | +110,5 % | 14.909.929 $ | +2.000.785 $ | +15,5 % | 12.909.144 $ | ||
| GTS SECURITIES LLC | 2.945.909 $ | -876.550 $ | -22,9 % | 3.822.459 $ | +3.223.564 $ | +538,3 % | 598.895 $ | -4.285.649 $ | -87,7 % | 4.884.544 $ | +3.197.963 $ | +189,6 % |
| Signal Advisors Wealth, LLC | 4.225.830 $ | +3.487.846 $ | +472,6 % | 737.984 $ | -1.368.542 $ | -65,0 % | 2.106.526 $ | +37.100 $ | +1,8 % | 2.069.426 $ | -11.410 $ | -0,5 % |
| Triad Wealth Partners, LLC | 779.816 $ | -581.468 $ | -42,7 % | 1.361.284 $ | -894.964 $ | -39,7 % | 2.256.248 $ | +2.029.947 $ | +897,0 % | |||
| Aegis Wealth Management, Inc. | 1.944.364 $ | -217.168 $ | -10,0 % | 2.161.532 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.667.235 $ | +1.148.039 $ | +221,1 % | 519.196 $ | -157.537 $ | -23,3 % | 676.733 $ | -445.235 $ | -39,7 % | 1.121.968 $ | -591.937 $ | -34,5 % |
| AE Wealth Management LLC | 1.126.814 $ | -293.896 $ | -20,7 % | 1.420.710 $ | +13.696 $ | +1,0 % | 1.407.014 $ | -6.504 $ | -0,5 % | 1.413.518 $ | -68.474 $ | -4,6 % |
| CGN Advisors LLC | 1.146.708 $ | |||||||||||
| MARIPAU WEALTH MANAGEMENT LLC | 1.079.608 $ | -5.639 $ | -0,5 % | |||||||||
| CITADEL ADVISORS LLC | 725.223 $ | -294.988 $ | -28,9 % | 1.020.211 $ | +715.008 $ | +234,3 % | 305.203 $ | -37.134 $ | -10,8 % | |||
| Mutual Advisors, LLC | 702.646 $ | +29.273 $ | +4,3 % | 673.373 $ | +1.265 $ | +0,2 % | 672.108 $ | -269.546 $ | -28,6 % | 941.654 $ | +79.645 $ | +9,2 % |
| AVAII WEALTH MANAGEMENT, LLC | 254.025 $ | -134.307 $ | -34,6 % | 388.332 $ | +23.607 $ | +6,5 % | 364.725 $ | |||||
| Continuum Advisory, LLC | 257.359 $ | -9.635 $ | -3,6 % | 266.994 $ | -9.872 $ | -3,6 % | 276.866 $ | -13.268 $ | -4,6 % | 290.134 $ | -594.875 $ | -67,2 % |
| Accurate Wealth Management, LLC | 238.573 $ | |||||||||||
| UBS Group AG | 39.860 $ | +12.125 $ | +43,7 % | 27.735 $ | -116.291 $ | -80,7 % | 144.026 $ | +104.039 $ | +260,2 % | |||
| BSW Wealth Partners | 139.000 $ | |||||||||||
| ASSETMARK, INC | 131.746 $ | -6.154 $ | -4,5 % | 137.900 $ | ||||||||
| AdvisorNet Financial, Inc | 99.506 $ | +4.893 $ | +5,2 % | 94.613 $ | +64.122 $ | +210,3 % | ||||||
| HARBOUR INVESTMENTS, INC. | 84.341 $ | +888 $ | +1,1 % | 83.453 $ | +1.087 $ | +1,3 % | 82.366 $ | +4.514 $ | +5,8 % | 77.852 $ | +51.485 $ | +195,3 % |
| OSAIC HOLDINGS, INC. | 54.030 $ | -2.997 $ | -5,3 % | 57.027 $ | +46.305 $ | +431,9 % | ||||||
| Geneos Wealth Management Inc. | 38.703 $ | +837 $ | +2,2 % | 37.866 $ | +542 $ | +1,5 % | 37.324 $ | +1.584 $ | +4,4 % | 35.740 $ | -2.360 $ | -6,2 % |
| MORGAN STANLEY | 20.737 $ | +20.692 $ | +45.982,2 % | 45 $ | ||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15.301 $ | +236 $ | +1,6 % | 15.065 $ | +146 $ | +1,0 % | 14.919 $ | +723 $ | +5,1 % | 14.196 $ | ||
| Advisory Services Network, LLC | 5.213 $ | +160 $ | +3,2 % | 5.053 $ | ||||||||
| Innovative Asset Advisors Group, LLC | 2.340 $ | |||||||||||
| Beacon Capital Management, Inc. | 20 $ | +0 $ | +0,0 % | 20 $ | +1 $ | +5,3 % | 19 $ | +1 $ | +5,6 % | 18 $ | ||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0 $ | +0 $ | 0 $ | |||||||||
| 201.912.020 $ | -25.789.494 $ | +2.327,0 % | 228.812.369 $ | -28.043.708 $ | +41,5 % | 254.605.984 $ | -59.500.669 $ | +56,5 % | 316.007.068 $ | -55.680.842 $ | +50,1 % | |