| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 26.556.307 $ | +7.443.251 $ | +55,9 % | 242.878.851 $ | +18.366.953 $ | +10,8 % | 234.942.190 $ | +20.678.458 $ | +10,9 % | 214.263.732 $ | +33.506.181 $ | +30,4 % | |
| Retirement Planning Group, LLC | 101.630.871 $ | +11.255.472 $ | +12,5 % | 90.375.399 $ | +6.064.235 $ | +7,2 % | 84.311.164 $ | +7.523.280 $ | +9,8 % | |||
| Compound Planning, Inc. | 33.561.291 $ | -4.485.331 $ | -11,8 % | 38.046.622 $ | +1.807.319 $ | +5,0 % | 36.239.303 $ | +4.386.054 $ | +13,8 % | |||
| LPL Financial LLC | 34.433.369 $ | -189.747 $ | -0,5 % | 34.623.116 $ | +4.891.844 $ | +16,5 % | 29.731.272 $ | +18.540.667 $ | +165,7 % | |||
| RAYMOND JAMES FINANCIAL INC | 24.100.286 $ | +3.735.526 $ | +18,3 % | 20.364.760 $ | +3.404.621 $ | +20,1 % | 16.960.139 $ | -4.157 $ | -0,0 % | |||
| STIFEL FINANCIAL CORP | 18.416.127 $ | +4.259.655 $ | +30,1 % | 14.156.472 $ | +2.924.271 $ | +26,0 % | 11.232.201 $ | +1.241.412 $ | +12,4 % | |||
| Elwood & Goetz Wealth Advisory Group, LLC | 17.943.851 $ | +2.783.642 $ | +18,4 % | 15.160.209 $ | +750.588 $ | +5,2 % | 14.409.621 $ | +201.620 $ | +1,4 % | |||
| Peak Financial Management, Inc. | 13.532.307 $ | +739.251 $ | +5,8 % | 12.793.056 $ | +1.007.736 $ | +8,6 % | 11.785.320 $ | +700.135 $ | +6,3 % | 11.085.185 $ | +4.175.133 $ | +60,4 % |
| Cambridge Investment Research Advisors, Inc. | 13.024.000 $ | +6.704.000 $ | +106,1 % | |||||||||
| OSAIC HOLDINGS, INC. | 10.430.292 $ | +135.445 $ | +1,3 % | 10.294.847 $ | -2.557.828 $ | -19,9 % | ||||||
| 26.556.307 $ | +7.443.251 $ | +55,9 % | 242.878.851 $ | +18.366.953 $ | +10,8 % | 234.942.190 $ | +20.678.458 $ | +10,9 % | 214.263.732 $ | +33.506.181 $ | +30,4 % | |