| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 67.871.816 $ | -39.649.628 $ | -13,1 % | 107.212.810 $ | -22.305.227 $ | -15,8 % | 131.513.733 $ | -20.140.300 $ | +7.215,0 % | 151.209.663 $ | +32.712.882 $ | +9,3 % | |
| Aristotle Capital Management, LLC | 64.948.255 $ | -39.201.050 $ | -37,6 % | 104.149.305 $ | -20.583.260 $ | -16,5 % | 124.732.565 $ | -21.083.414 $ | -14,5 % | 145.815.979 $ | +32.533.425 $ | +28,7 % |
| FULTON BANK, N.A. | 1.105.330 $ | -437.661 $ | -28,4 % | 1.542.991 $ | -1.673.949 $ | -52,0 % | 3.216.940 $ | -291.438 $ | -8,3 % | 3.508.378 $ | +86.838 $ | +2,5 % |
| Hurley Capital, LLC | 922.394 $ | +920.569 $ | +50.442,1 % | |||||||||
| CARRET ASSET MANAGEMENT, LLC | 817.480 $ | -32.195 $ | -3,8 % | 849.675 $ | +15.748 $ | +1,9 % | 833.927 $ | +59.141 $ | +7,6 % | 774.786 $ | +107.784 $ | +16,2 % |
| Redwood Wealth Management Group, LLC | 585.897 $ | -23.325 $ | -3,8 % | |||||||||
| Vermillion Wealth Management, Inc. | 540.727 $ | +145.543 $ | +36,8 % | |||||||||
| Meadowbrook Wealth Management, LLC | 532.575 $ | |||||||||||
| Grey Fox Wealth Advisors, LLC | 455.983 $ | +24.446 $ | +5,7 % | 431.537 $ | -66.273 $ | -13,3 % | 497.810 $ | +205.232 $ | +70,1 % | 292.578 $ | +8.160 $ | +2,9 % |
| MOODY LYNN LIEBERSON & WALKER, LLC | 308.634 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 236.134 $ | -3.168 $ | -1,3 % | 239.302 $ | +2.507 $ | +1,1 % | 236.795 $ | -95.933 $ | -28,8 % | |||
| Financial Gravity Companies, Inc. | 232.045 $ | |||||||||||
| 67.871.816 $ | -39.649.628 $ | -13,1 % | 107.212.810 $ | -22.305.227 $ | -15,8 % | 131.513.733 $ | -20.140.300 $ | +7.215,0 % | 151.209.663 $ | +32.712.882 $ | +9,3 % | |