| Fonds | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 253.147.593 $ | -13.509.479 $ | +3,9 % | 269.876.795 $ | |||
| Cache Advisors, LLC | 168.907.796 $ | -10.204.751 $ | -5,7 % | 179.112.547 $ | ||
| Everest Management Corp. | 17.699.353 $ | -1.140.703 $ | -6,1 % | 18.840.056 $ | ||
| Beacon Pointe Advisors, LLC | 16.735.077 $ | -1.011.068 $ | -5,7 % | 17.746.145 $ | ||
| Truepoint, Inc. | 10.851.237 $ | -1.258.721 $ | -10,4 % | 12.109.958 $ | ||
| JPL Wealth Management, LLC | 10.669.013 $ | -644.809 $ | -5,7 % | 11.313.822 $ | ||
| Ethos Financial Group, LLC | 4.672.890 $ | -282.318 $ | -5,7 % | 4.955.208 $ | ||
| Flatrock Wealth Partners LLC | 4.729.981 $ | +0 $ | +0,0 % | 4.729.981 $ | ||
| Seed Wealth Management, Inc. | 4.254.213 $ | -265.261 $ | -5,9 % | 4.519.474 $ | ||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.876.966 $ | -232.122 $ | -5,6 % | 4.109.088 $ | ||
| Meredith Wealth Planning | 3.780.568 $ | -228.408 $ | -5,7 % | 4.008.976 $ | ||
| Soundwatch Capital LLC | 3.875.417 $ | +2.050.249 $ | +112,3 % | |||
| Ledyard National Bank | 3.095.082 $ | -291.567 $ | -8,6 % | 3.386.649 $ | ||
| Revolve Wealth Partners, LLC | 2.614.958 $ | |||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.429.933 $ | |||||
| 253.147.593 $ | -13.509.479 $ | +3,9 % | 269.876.795 $ | |||