| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 62.317.011 $ | -12.424.005 $ | -16,6 % | 320.260.822 $ | -1.030.316 $ | +1,3 % | 326.186.832 $ | -6.068.828 $ | -4,1 % | 332.255.660 $ | +54.989.223 $ | +26,9 % | |
| Mirador Capital Partners LP | 62.317.011 $ | -12.424.005 $ | -16,6 % | 74.741.016 $ | -2.983.925 $ | -3,8 % | 77.724.941 $ | +6.645.284 $ | +9,3 % | 71.079.657 $ | +22.650.459 $ | +46,8 % |
| UBS Group AG | 55.756.663 $ | +556.373 $ | +1,0 % | 55.200.290 $ | -1.115.487 $ | -2,0 % | 56.315.777 $ | +1.928.555 $ | +3,5 % | |||
| LPL Financial LLC | 54.492.132 $ | -1.289.809 $ | -2,3 % | 55.781.941 $ | +4.905.948 $ | +9,6 % | 50.875.993 $ | +15.705.111 $ | +44,7 % | |||
| MORGAN STANLEY | 33.918.143 $ | -2.247.652 $ | -6,2 % | 36.165.795 $ | -593.091 $ | -1,6 % | 36.758.886 $ | +1.247.558 $ | +3,5 % | |||
| Cetera Investment Advisers | 29.126.522 $ | +1.153.255 $ | +4,1 % | 27.973.267 $ | -8.592.014 $ | -23,5 % | 36.565.281 $ | +4.997.733 $ | +15,8 % | |||
| RAYMOND JAMES FINANCIAL INC | 26.054.924 $ | -5.513.858 $ | -17,5 % | 31.568.782 $ | -4.786.141 $ | -13,2 % | ||||||
| WELLS FARGO & COMPANY/MN | 24.463.907 $ | +345.054 $ | +1,4 % | 24.118.853 $ | -1.121.397 $ | -4,4 % | 25.240.250 $ | +687.408 $ | +2,8 % | |||
| Delta Investment Management, LLC | 24.084.445 $ | +917.624 $ | +4,0 % | 23.166.821 $ | -684.213 $ | -2,9 % | 23.851.034 $ | +12.558.540 $ | +111,2 % | |||
| Jaffetilchin Investment Partners, LLC | 23.677.994 $ | +2.518.764 $ | +11,9 % | |||||||||
| 62.317.011 $ | -12.424.005 $ | -16,6 % | 320.260.822 $ | -1.030.316 $ | +1,3 % | 326.186.832 $ | -6.068.828 $ | -4,1 % | 332.255.660 $ | +54.989.223 $ | +26,9 % | |