| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 588.851.807 $ | +42.598.090 $ | +10,6 % | 848.500.142 $ | -79.600.004 $ | -2,2 % | 971.578.019 $ | +84.520.443 $ | +22,4 % | 857.670.266 $ | +147.163.504 $ | +30,3 % | |
| JPMORGAN CHASE & CO | 228.268.035 $ | -18.473.466 $ | -7,5 % | 246.741.501 $ | +9.120.544 $ | +3,8 % | 237.620.957 $ | -35.488.788 $ | -13,0 % | |||
| LPL Financial LLC | 139.962.481 $ | +7.874.331 $ | +6,0 % | 132.088.150 $ | -70.413.933 $ | -34,8 % | 202.502.083 $ | +4.593.609 $ | +2,3 % | 197.908.474 $ | +69.904.442 $ | +54,6 % |
| MORGAN STANLEY | 175.552.192 $ | +3.311.700 $ | +1,9 % | 172.240.492 $ | -14.904.214 $ | -8,0 % | 187.144.706 $ | +17.437.597 $ | +10,3 % | 169.707.109 $ | +70.338.171 $ | +70,8 % |
| Rockwood Wealth Management, LLC | 114.594.918 $ | +4.335.804 $ | +3,9 % | 110.259.114 $ | +7.848.111 $ | +7,7 % | 102.411.003 $ | +6.481.674 $ | +6,8 % | 95.929.329 $ | +6.012.538 $ | +6,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 99.867.136 $ | +5.347.983 $ | +5,7 % | 94.519.153 $ | +36.319.966 $ | +62,4 % | ||||||
| Resonant Capital Advisors, LLC | 83.902.185 $ | +14.801.834 $ | +21,4 % | 69.100.351 $ | -229.463 $ | -0,3 % | 69.329.814 $ | +7.344.570 $ | +11,8 % | 61.985.244 $ | +77.175 $ | +0,1 % |
| BANK OF AMERICA CORP /DE/ | 74.840.031 $ | +12.274.421 $ | +19,6 % | 62.565.610 $ | +6.176.347 $ | +11,0 % | ||||||
| CAPTRUST FINANCIAL ADVISORS | 73.978.390 $ | +10.396.614 $ | +16,4 % | 63.581.776 $ | +34.194.466 $ | +116,4 % | ||||||
| 588.851.807 $ | +42.598.090 $ | +10,6 % | 848.500.142 $ | -79.600.004 $ | -2,2 % | 971.578.019 $ | +84.520.443 $ | +22,4 % | 857.670.266 $ | +147.163.504 $ | +30,3 % | |