| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 86.785.134 $ | +10.209.905 $ | +13,2 % | 372.003.779 $ | +1.516.159 $ | +58,7 % | 349.005.262 $ | +57.890.466 $ | +19,7 % | 259.633.025 $ | +41.474.170 $ | +21,7 % | |
| CWM, LLC | 113.286.102 $ | +15.173.102 $ | +15,5 % | 98.113.000 $ | +35.337.000 $ | +56,3 % | 62.776.000 $ | +21.125.000 $ | +50,7 % | |||
| Swan Global Investments, LLC | 39.326.871 $ | -31.569.649 $ | -44,5 % | 70.896.520 $ | +8.378.719 $ | +13,4 % | 62.517.801 $ | -2.571.136 $ | -4,0 % | |||
| Taylor Securities Services, Inc. | 53.276.022 $ | +3.250.963 $ | +6,5 % | 50.025.059 $ | ||||||||
| Blueprint Investment Partners LLC | 44.220.946 $ | +5.767.733 $ | +15,0 % | 38.453.213 $ | -988.746 $ | -2,5 % | 39.441.959 $ | +1.772.164 $ | +4,7 % | 37.669.795 $ | +7.770.815 $ | +26,0 % |
| NewEdge Advisors, LLC | 34.780.767 $ | -5.030.708 $ | -12,6 % | 39.811.475 $ | +6.374.478 $ | +19,1 % | 33.436.997 $ | +5.839.207 $ | +21,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 22.534.983 $ | +1.374.753 $ | +6,5 % | 21.160.230 $ | +17.614.222 $ | +496,7 % | 35.701.829 $ | +4.214.479 $ | +13,4 % | |||
| LPL Financial LLC | 34.891.225 $ | +2.676.270 $ | +8,3 % | 32.214.955 $ | +4.684.352 $ | +17,0 % | 27.530.603 $ | +5.095.805 $ | +22,7 % | |||
| Legacy CG, LLC | 20.029.205 $ | +3.067.419 $ | +18,1 % | |||||||||
| Blueprint Financial Advisors LLC | 18.892.999 $ | +390.705 $ | +2,1 % | 18.502.294 $ | +1.343.753 $ | +7,8 % | ||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.936.350 $ | |||||||||||
| 86.785.134 $ | +10.209.905 $ | +13,2 % | 372.003.779 $ | +1.516.159 $ | +58,7 % | 349.005.262 $ | +57.890.466 $ | +19,7 % | 259.633.025 $ | +41.474.170 $ | +21,7 % | |