| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.302.517.080 $ | +286.597.807 $ | +28,9 % | 1.150.518.251 $ | -203.385.481 $ | +4,5 % | 1.383.739.052 $ | +96.100.503 $ | +5,9 % | 1.287.638.549 $ | +56.352.093 $ | -3,1 % | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 809.024.134 $ | +180.808.732 $ | +28,8 % | 628.215.402 $ | -232.144.907 $ | -27,0 % | 860.360.309 $ | +55.833.385 $ | +6,9 % | 804.526.924 $ | +55.310.053 $ | +7,4 % |
| Blue Trust, Inc. | 411.175.859 $ | +87.370.938 $ | +27,0 % | 323.804.921 $ | +4.594.811 $ | +1,4 % | 319.210.110 $ | +27.979.907 $ | +9,6 % | 291.230.203 $ | +14.906.824 $ | +5,4 % |
| Equitable Holdings, Inc. | 85.999.848 $ | +10.404.460 $ | +13,8 % | 75.595.388 $ | +7.924.748 $ | +11,7 % | 67.670.640 $ | +8.341.706 $ | +14,1 % | |||
| JPMORGAN CHASE & CO | 49.790.278 $ | +10.400.647 $ | +26,4 % | 39.389.631 $ | +3.359.105 $ | +9,3 % | 36.030.526 $ | -11.586.600 $ | -24,3 % | |||
| Shore Point Advisors, LLC | 44.019.435 $ | +9.451.961 $ | +27,3 % | 34.567.474 $ | +616.854 $ | +1,8 % | 33.950.620 $ | +217.691 $ | +0,6 % | 33.732.929 $ | +1.710.909 $ | +5,3 % |
| Klaas Financial Asset Advisors, LLC | 29.835.320 $ | +322.387 $ | +1,1 % | 29.512.933 $ | +1.752.318 $ | +6,3 % | ||||||
| LPL Financial LLC | 28.140.328 $ | +2.742.654 $ | +10,8 % | 25.397.674 $ | +463.280 $ | +1,9 % | 24.934.394 $ | -14.083.117 $ | -36,1 % | |||
| Nova R Wealth, Inc. | 21.336.130 $ | +4.832.297 $ | +29,3 % | |||||||||
| ARQ WEALTH ADVISORS, LLC | 16.961.522 $ | +4.133.879 $ | +32,2 % | |||||||||
| 1.302.517.080 $ | +286.597.807 $ | +28,9 % | 1.150.518.251 $ | -203.385.481 $ | +4,5 % | 1.383.739.052 $ | +96.100.503 $ | +5,9 % | 1.287.638.549 $ | +56.352.093 $ | -3,1 % | |