| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 14.283.888 $ | +68.725 $ | +55,0 % | 6.832.728 $ | -377.119 $ | -18,7 % | 3.969.094 $ | +317.861 $ | +122,8 % | |
| KELLEHER FINANCIAL ADVISORS | 8.764.167 $ | ||||||||
| Keystone Financial Group | 3.974.131 $ | -21.713 $ | -0,5 % | 3.995.844 $ | |||||
| Boston Common Asset Management, LLC | 2.026.858 $ | -337.409 $ | -14,3 % | 2.364.267 $ | +99.967 $ | +4,4 % | |||
| ADIRONDACK TRUST CO | 709.357 $ | +43.435 $ | +6,5 % | 665.922 $ | +10.823 $ | +1,7 % | 655.099 $ | +182.745 $ | +38,7 % |
| Vestwell Advisors, LLC | 686.247 $ | ||||||||
| Wealthspire Advisors, LLC | 383.520 $ | ||||||||
| NBT BANK, N.A. | 278.190 $ | ||||||||
| Garton & Associates Financial Advisors LLC | 77.132 $ | ||||||||
| GAMMA Investing LLC | 68.809 $ | +44.294 $ | +180,7 % | 24.515 $ | -42.978 $ | -63,7 % | 67.493 $ | +11.040 $ | +19,6 % |
| Coston, McIsaac & Partners | 49.000 $ | +1.000 $ | +2,1 % | 48.000 $ | -1.000 $ | -2,0 % | 49.000 $ | +0 $ | +0,0 % |
| Transce3nd, LLC | 31.143 $ | -10.101 $ | -24,5 % | 41.244 $ | -1.281 $ | -3,0 % | 42.525 $ | +26.084 $ | +158,7 % |
| RICHARDSON FINANCIAL SERVICES INC. | 18.116 $ | +4.324 $ | +31,4 % | 13.792 $ | -4.075 $ | -22,8 % | |||
| Oakworth Capital, Inc. | 16.640 $ | +11.936 $ | +253,7 % | 4.704 $ | -496 $ | -9,5 % | 5.200 $ | -5.280 $ | -50,4 % |
| RHUMBLINE ADVISERS | 5.574 $ | -618 $ | -10,0 % | 6.192 $ | -2.073 $ | -25,1 % | 8.265 $ | +7.380 $ | +833,9 % |
| Vermillion Wealth Management, Inc. | 2.015 $ | +492 $ | +32,3 % | ||||||
| Financial Gravity Companies, Inc. | 1.342 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 1.333 $ | -7.029 $ | -84,1 % | ||||||
| Kohmann Bosshard Financial Services, LLC | 74 $ | ||||||||
| 14.283.888 $ | +68.725 $ | +55,0 % | 6.832.728 $ | -377.119 $ | -18,7 % | 3.969.094 $ | +317.861 $ | +122,8 % | |