| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 145.759.533 $ | -8.358.028 $ | +38,4 % | 155.742.258 $ | -378.267 $ | +95,6 % | 144.548.824 $ | +6.899.796 $ | +55,7 % | |
| Jackson Wealth Management, LLC | 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 | 34.696.186 $ | -1.764.094 $ | -4,8 % | 36.460.280 $ | -344.033 $ | -0,9 % | 36.804.313 $ | -3.282.150 $ | -8,2 % |
| CCM INVESTMENT ADVISERS LLC | 28.753.923 $ | -581.787 $ | -2,0 % | 29.335.710 $ | +6.440.168 $ | +28,1 % | 22.895.542 $ | +8.781.864 $ | +62,2 % |
| Game Plan Financial Advisors, LLC | 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 | 446.093 $ | -8.165.784 $ | -94,8 % | 8.611.877 $ | -321.953 $ | -3,6 % | 8.933.830 $ | +3.356.887 $ | +60,2 % |
| Coastwise Capital Group, LLC | 6.760.368 $ | ||||||||
| Trivant Custom Portfolio Group, LLC | 4.757.164 $ | +488.086 $ | +11,4 % | 4.269.078 $ | |||||
| Westside Investment Management, Inc. | 4.105.989 $ | -324.357 $ | -7,3 % | 4.430.346 $ | +1.579.120 $ | +55,4 % | 2.851.226 $ | +2.327.305 $ | +444,2 % |
| Luminist Capital LLC | 1.507.657 $ | ||||||||
| Hurley Capital, LLC | 1.433.672 $ | ||||||||
| Dale Q Rice Investment Management Ltd | 816.834 $ | -23.937 $ | -2,8 % | 840.771 $ | +8.677 $ | +1,0 % | 832.094 $ | -3.628.292 $ | -81,3 % |
| PSI Advisors, LLC | 688.185 $ | +12.992 $ | +1,9 % | 675.193 $ | |||||
| eCIO, Inc. | 363.291 $ | +221.682 $ | +156,5 % | ||||||
| Brooklyn Investment Group | 290.273 $ | ||||||||
| Copeland Capital Management, LLC | 898 $ | -250.434 $ | -99,6 % | 251.332 $ | |||||
| Financially Speaking Inc | 220.398 $ | +2.126 $ | +1,0 % | 218.272 $ | +2.252 $ | +1,0 % | 216.020 $ | ||
| RFP Financial Group LLC | 114.307 $ | -21.405 $ | -15,8 % | 135.712 $ | +23.207 $ | +20,6 % | 112.505 $ | ||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 79.020 $ | +300 $ | +0,4 % | 78.720 $ | +630 $ | +0,8 % | 78.090 $ | +300 $ | +0,4 % |
| Private Capital Advisors, Inc. | 28.140 $ | +278 $ | +1,0 % | 27.862 $ | +296 $ | +1,1 % | 27.566 $ | -24.689 $ | -47,2 % |
| Fortune Financial Group, Inc. | 2.511 $ | ||||||||
| Main Management LLC | 2.259 $ | +393 $ | +21,1 % | 1.866 $ | +1.761 $ | +1.677,1 % | |||
| SHIKIAR ASSET MANAGEMENT INC | 1.857 $ | +44 $ | +2,4 % | 1.813 $ | +355 $ | +24,3 % | 1.458 $ | ||
| Lester Murray Antman dba SimplyRich | 627 $ | ||||||||
| Coston, McIsaac & Partners | 431 $ | +370 $ | +606,6 % | 61 $ | -477 $ | -88,7 % | 538 $ | ||
| 145.759.533 $ | -8.358.028 $ | +38,4 % | 155.742.258 $ | -378.267 $ | +95,6 % | 144.548.824 $ | +6.899.796 $ | +55,7 % | |