| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 49.770.788 $ | +11.427.314 $ | +2.604,8 % | 32.081.518 $ | +3.720.995 $ | +36,8 % | 24.029.767 $ | +6.668.141 $ | +36,3 % | 14.296.188 $ | +1.153.244 $ | +19,7 % | |
| CreativeOne Wealth, LLC | 6.200.330 $ | -2.777.099 $ | -30,9 % | 8.977.429 $ | +291.099 $ | +3,4 % | 8.686.330 $ | +4.360.060 $ | +100,8 % | 4.326.270 $ | +824.250 $ | +23,5 % |
| GeoWealth Management, LLC | 4.532.004 $ | +3.152.021 $ | +228,4 % | 1.379.983 $ | +744.725 $ | +117,2 % | 635.258 $ | +507.750 $ | +398,2 % | 127.508 $ | ||
| ENVESTNET ASSET MANAGEMENT INC | 3.992.237 $ | +3.518.924 $ | +743,5 % | 473.313 $ | +116.887 $ | +32,8 % | 356.426 $ | |||||
| Prosperity Financial Group, Inc. | 3.525.047 $ | -433.406 $ | -10,9 % | 3.958.453 $ | +245.576 $ | +6,6 % | 3.712.877 $ | +513.871 $ | +16,1 % | 3.199.006 $ | +628.724 $ | +24,5 % |
| TRUIST FINANCIAL CORP | 3.681.174 $ | |||||||||||
| Arete Wealth Advisors, LLC | 3.598.127 $ | +3.593.970 $ | +86.455,9 % | 4.157 $ | +213 $ | +5,4 % | 3.944 $ | +325 $ | +9,0 % | 3.619 $ | ||
| CONTINENTAL INVESTORS SERVICES, INC. | 3.267.730 $ | +2.511.273 $ | +332,0 % | 756.457 $ | +401.411 $ | +113,1 % | 355.046 $ | +108.160 $ | +43,8 % | 246.886 $ | +26.568 $ | +12,1 % |
| GOLDMAN SACHS GROUP INC | 2.391.659 $ | |||||||||||
| Strive Financial Group ,LLC | 2.252.000 $ | +31.095 $ | +1,4 % | 2.220.905 $ | ||||||||
| Strategic Blueprint, LLC | 1.967.742 $ | +9.465 $ | +0,5 % | 1.958.277 $ | +277.940 $ | +16,5 % | 1.680.337 $ | +414.042 $ | +32,7 % | 1.266.295 $ | +256.479 $ | +25,4 % |
| M1 Capital Management LLC | 1.551.347 $ | +19.001 $ | +1,2 % | 1.532.346 $ | +202.362 $ | +15,2 % | 1.329.984 $ | +575.340 $ | +76,2 % | 754.644 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.339.111 $ | +1.008.778 $ | +305,4 % | 330.333 $ | -4.590 $ | -1,4 % | 334.923 $ | -44.081 $ | -11,6 % | 379.004 $ | +86.050 $ | +29,4 % |
| CoreCap Advisors, LLC | 1.280.274 $ | +160.211 $ | +14,3 % | 1.120.063 $ | +475.591 $ | +73,8 % | 644.472 $ | +218.293 $ | +51,2 % | 426.179 $ | +99.416 $ | +30,4 % |
| EJMK Ventures LLC | 597.591 $ | -410.513 $ | -40,7 % | 1.008.104 $ | ||||||||
| Advisory Services Network, LLC | 941.396 $ | +474.281 $ | +101,5 % | 467.115 $ | -2.840 $ | -0,6 % | 469.955 $ | +67.639 $ | +16,8 % | 402.316 $ | +83.938 $ | +26,4 % |
| Axim Planning & Wealth | 904.822 $ | +30.520 $ | +3,5 % | 874.302 $ | +307.452 $ | +54,2 % | 566.850 $ | |||||
| Koshinski Asset Management, Inc. | 900.494 $ | +133.621 $ | +17,4 % | 766.873 $ | +499.539 $ | +186,9 % | 267.334 $ | |||||
| TRUE Private Wealth Advisors | 596.664 $ | -22.009 $ | -3,6 % | 618.673 $ | -39.992 $ | -6,1 % | 658.665 $ | -162.484 $ | -19,8 % | 821.149 $ | +444.122 $ | +117,8 % |
| VICTORY FINANCIAL GROUP, LLC | 441.646 $ | -261.694 $ | -37,2 % | 703.340 $ | -50.436 $ | -6,7 % | 753.776 $ | |||||
| Advyzon Investment Management, LLC | 720.159 $ | +122.609 $ | +20,5 % | 597.550 $ | ||||||||
| Vise Technologies, Inc. | 667.848 $ | +0 $ | +0,0 % | 667.848 $ | ||||||||
| Simplicity Wealth,LLC | 642.272 $ | |||||||||||
| Balboa Wealth Partners | 580.307 $ | +165.342 $ | +39,8 % | 414.965 $ | +61.971 $ | +17,6 % | 352.994 $ | +2.331 $ | +0,7 % | 350.663 $ | +45.666 $ | +15,0 % |
| GK Wealth Management LLC | 540.871 $ | -28.561 $ | -5,0 % | 569.432 $ | +98.703 $ | +21,0 % | 470.729 $ | +68.297 $ | +17,0 % | |||
| Creative Planning | 309.520 $ | -113.193 $ | -26,8 % | 422.713 $ | +49.125 $ | +13,1 % | 373.588 $ | -159.597 $ | -29,9 % | 533.185 $ | -1.286.068 $ | -70,7 % |
| Navigation Wealth Management, Inc. | 501.797 $ | +19.573 $ | +4,1 % | 482.224 $ | +30.702 $ | +6,8 % | 451.522 $ | +4.552 $ | +1,0 % | 446.970 $ | ||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 454.354 $ | +179.926 $ | +65,6 % | 274.428 $ | +35.784 $ | +15,0 % | 238.644 $ | |||||
| Alteri Wealth LLC | 400.517 $ | -30.838 $ | -7,1 % | 431.355 $ | +24.237 $ | +6,0 % | 407.118 $ | +157.212 $ | +62,9 % | 249.906 $ | ||
| Revisor Wealth Management LLC | 424.467 $ | +209.320 $ | +97,3 % | 215.147 $ | ||||||||
| Faithward Advisors, LLC | 352.661 $ | +75.223 $ | +27,1 % | 277.438 $ | +17.408 $ | +6,7 % | 260.030 $ | |||||
| Sanctuary Advisors, LLC | 327.906 $ | |||||||||||
| HighTower Advisors, LLC | 304.171 $ | |||||||||||
| CITADEL ADVISORS LLC | 279.584 $ | +36.512 $ | +15,0 % | 243.072 $ | -133.535 $ | -35,5 % | ||||||
| Paragon Private Wealth Management, LLC | 250.327 $ | +40.147 $ | +19,1 % | 210.180 $ | ||||||||
| Concurrent Investment Advisors, LLC | 223.649 $ | |||||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 211.480 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 143.018 $ | |||||||||||
| Rossby Financial, LCC | 67.280 $ | -5.104 $ | -7,1 % | 72.384 $ | +22.770 $ | +45,9 % | 49.614 $ | +5.910 $ | +13,5 % | 43.704 $ | +9.098 $ | +26,3 % |
| Arax Advisory Partners | 36.499 $ | +9.649 $ | +35,9 % | 26.850 $ | ||||||||
| HARBOUR INVESTMENTS, INC. | 21.447 $ | +13.759 $ | +179,0 % | 7.688 $ | +5.869 $ | +322,6 % | 1.819 $ | |||||
| Sunbelt Securities, Inc. | 13.508 $ | |||||||||||
| Allworth Financial LP | 9.124 $ | |||||||||||
| Cornerstone Planning Group LLC | 7.327 $ | +2.596 $ | +54,9 % | 4.731 $ | ||||||||
| Retirement Wealth Solutions LLC | 3.666 $ | +204 $ | +5,9 % | 3.462 $ | +707 $ | +25,7 % | 2.755 $ | -457 $ | -14,2 % | |||
| IFP Advisors, Inc | 662 $ | -53 $ | -7,4 % | 715 $ | +11 $ | +1,6 % | 704 $ | -620 $ | -46,8 % | 1.324 $ | +454 $ | +52,2 % |
| von Borstel & Associates, Inc. | 755 $ | |||||||||||
| Wayfinding Financial, LLC | 670 $ | -70 $ | -9,5 % | 740 $ | +12 $ | +1,6 % | 728 $ | +53 $ | +7,9 % | 675 $ | +237 $ | +54,1 % |
| ASSETMARK, INC | 634 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 358 $ | |||||||||||
| Cambridge Investment Research Advisors, Inc. | 307 $ | -11 $ | -3,5 % | 318 $ | +14 $ | +4,6 % | 304 $ | -25 $ | -7,6 % | 329 $ | +5 $ | +1,5 % |
| 49.770.788 $ | +11.427.314 $ | +2.604,8 % | 32.081.518 $ | +3.720.995 $ | +36,8 % | 24.029.767 $ | +6.668.141 $ | +36,3 % | 14.296.188 $ | +1.153.244 $ | +19,7 % | |