| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.732.723 $ | +273.690 $ | +1.104,3 % | 4.471.147 $ | +2.897.549 $ | +55,9 % | 1.579.621 $ | -3.856.082 $ | -10,9 % | 5.491.441 $ | +2.926.616 $ | +31,1 % | |
| Ethos Financial Group, LLC | 3.988.835 $ | +105.133 $ | +2,7 % | 3.883.702 $ | +3.019.412 $ | +349,4 % | 864.290 $ | -3.886.479 $ | -81,8 % | 4.750.769 $ | +2.930.877 $ | +161,0 % |
| Sterling Capital Management LLC | 465.993 $ | -20.102 $ | -4,1 % | 486.095 $ | -32.213 $ | -6,2 % | 518.308 $ | +25.915 $ | +5,3 % | 492.393 $ | -1.695 $ | -0,3 % |
| RICHARDSON FINANCIAL SERVICES INC. | 207.788 $ | +120.470 $ | +138,0 % | 87.318 $ | -90.438 $ | -50,9 % | 177.756 $ | +3.530 $ | +2,0 % | 174.226 $ | -2.331 $ | -1,3 % |
| Financial Gravity Asset Management, Inc. | 69.782 $ | +68.189 $ | +4.280,5 % | 1.593 $ | +1.593 $ | |||||||
| Financial Gravity Companies, Inc. | 61.666 $ | |||||||||||
| United Community Bank | 12.060 $ | -780 $ | -6,1 % | 12.840 $ | +816 $ | +6,8 % | 12.024 $ | -228 $ | -1,9 % | |||
| Vermillion Wealth Management, Inc. | 6.064 $ | +136 $ | +2,3 % | |||||||||
| ORG Partners LLC | 338 $ | -25 $ | -6,9 % | 363 $ | +0 $ | +0,0 % | 363 $ | -7 $ | -1,9 % | |||
| Ascentis Independent Advisors | 325 $ | |||||||||||
| Motiv8 Investments LLC | 41 $ | |||||||||||
| Ascentis Wealth Management, LLC | 0 $ | +0 $ | ||||||||||
| 4.732.723 $ | +273.690 $ | +1.104,3 % | 4.471.147 $ | +2.897.549 $ | +55,9 % | 1.579.621 $ | -3.856.082 $ | -10,9 % | 5.491.441 $ | +2.926.616 $ | +31,1 % | |