| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 30.495.701 $ | +932.375 $ | +3,2 % | 653.302.546 $ | -18.646.761 $ | +4,9 % | 759.002.592 $ | +2.697.929 $ | +0,8 % | 665.807.096 $ | +327.160.132 $ | +46,9 % | |
| Wealthfront Advisers LLC | 415.594.817 $ | -29.798.190 $ | -6,7 % | 445.393.007 $ | -6.834.160 $ | -1,5 % | 452.227.167 $ | +331.515.114 $ | +274,6 % | |||
| Align Financial, LLC | 71.030.000 $ | |||||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 70.163.286 $ | +2.631.243 $ | +3,9 % | 67.532.043 $ | +13.981.412 $ | +26,1 % | 53.550.631 $ | +14.641.557 $ | +37,6 % | |||
| Gerber Kawasaki Wealth & Investment Management | 45.680.444 $ | +3.403.679 $ | +8,1 % | 42.276.765 $ | +828.056 $ | +2,0 % | 41.448.709 $ | +12.976.344 $ | +45,6 % | |||
| Composition Wealth, LLC | 30.495.701 $ | +932.375 $ | +3,2 % | 29.563.326 $ | +687.848 $ | +2,4 % | 28.875.478 $ | -3.948.755 $ | -12,0 % | 32.824.233 $ | -27.151.416 $ | -45,3 % |
| Stratos Wealth Partners, LTD. | 31.831.487 $ | +665.821 $ | +2,1 % | 31.165.666 $ | -11.555.113 $ | -27,0 % | ||||||
| SYON CAPITAL LLC | 28.764.662 $ | -2.372.626 $ | -7,6 % | 31.137.288 $ | +107.806 $ | +0,3 % | 31.029.482 $ | -517.272 $ | -1,6 % | |||
| BANK OF AMERICA CORP /DE/ | 25.140.664 $ | +2.033.730 $ | +8,8 % | 23.106.934 $ | -454.274 $ | -1,9 % | 23.561.208 $ | +7.250.918 $ | +44,5 % | |||
| GUGGENHEIM CAPITAL LLC | 20.455.659 $ | +4.647.457 $ | +29,4 % | |||||||||
| EP Wealth Advisors, LLC | 17.939.688 $ | +120.098 $ | +0,7 % | 17.819.590 $ | -1.647.977 $ | -8,5 % | ||||||
| 30.495.701 $ | +932.375 $ | +3,2 % | 653.302.546 $ | -18.646.761 $ | +4,9 % | 759.002.592 $ | +2.697.929 $ | +0,8 % | 665.807.096 $ | +327.160.132 $ | +46,9 % | |