| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 125.240.941 $ | +11.115.672 $ | +67,2 % | 111.730.897 $ | +712.892 $ | +16,8 % | 122.057.024 $ | -6.632.717 $ | +9,5 % | 124.829.680 $ | -774.237 $ | +5,6 % | |
| Jackson Wealth Management, LLC | 49.031.000 $ | -904.000 $ | -1,8 % | 49.935.000 $ | -1.970.000 $ | -3,8 % | 51.905.000 $ | -8.504.000 $ | -14,1 % | 60.409.000 $ | +1.833.000 $ | +3,1 % |
| Redwood Wealth Management Group, LLC | 38.450.815 $ | +3.211.503 $ | +9,1 % | 35.239.312 $ | -1.806.933 $ | -4,9 % | 37.046.245 $ | -359.056 $ | -1,0 % | 37.405.301 $ | -3.278.013 $ | -8,1 % |
| Game Plan Financial Advisors, LLC | 12.303.991 $ | +1.595.554 $ | +14,9 % | 10.708.437 $ | +4.686.503 $ | +77,8 % | 6.021.934 $ | +485.086 $ | +8,8 % | 5.536.848 $ | -2.686.111 $ | -32,7 % |
| Kohmann Bosshard Financial Services, LLC | 9.087.780 $ | -196.678 $ | -2,1 % | 9.284.458 $ | ||||||||
| Fairfield Financial Advisors, LTD | 8.611.877 $ | -321.953 $ | -3,6 % | 8.933.830 $ | +3.356.887 $ | +60,2 % | ||||||
| Financial Gravity Companies, Inc. | 8.275.623 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 7.584.615 $ | +5.930.525 $ | +358,5 % | |||||||||
| Coastwise Capital Group, LLC | 7.500.620 $ | +740.252 $ | +10,9 % | 6.760.368 $ | ||||||||
| Trivant Custom Portfolio Group, LLC | 5.299.002 $ | +541.838 $ | +11,4 % | 4.757.164 $ | +488.086 $ | +11,4 % | 4.269.078 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 5.070.898 $ | |||||||||||
| Westside Investment Management, Inc. | 4.430.346 $ | +1.579.120 $ | +55,4 % | |||||||||
| 125.240.941 $ | +11.115.672 $ | +67,2 % | 111.730.897 $ | +712.892 $ | +16,8 % | 122.057.024 $ | -6.632.717 $ | +9,5 % | 124.829.680 $ | -774.237 $ | +5,6 % | |