| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 30.577.561 $ | +605.558 $ | +0,8 % | 722.994.618 $ | +47.097.892 $ | +77,3 % | 513.528.825 $ | +134.949.034 $ | +116,2 % | 324.525.439 $ | +75.174.780 $ | +149,5 % | |
| MORGAN STANLEY | 89.980.908 $ | +16.071.725 $ | +21,7 % | 73.909.183 $ | +45.783.157 $ | +162,8 % | 28.126.026 $ | +27.644.550 $ | +5.741,6 % | |||
| Man Group plc | 87.288.474 $ | |||||||||||
| Sendero Wealth Management, LLC | 69.085.864 $ | -6.195.133 $ | -8,2 % | 75.280.997 $ | +23.748.042 $ | +46,1 % | 51.532.955 $ | +8.358.137 $ | +19,4 % | |||
| MIDLAND WEALTH ADVISORS, LLC | 68.090.355 $ | -856.631 $ | -1,2 % | 68.946.986 $ | +11.933.095 $ | +20,9 % | 57.013.891 $ | +10.780.270 $ | +23,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45.365.167 $ | +5.768.965 $ | +14,6 % | 39.596.202 $ | -23.426.492 $ | -37,2 % | 63.022.694 $ | +3.498.777 $ | +5,9 % | |||
| Verdence Capital Advisors LLC | 35.727.414 $ | -2.225.250 $ | -5,9 % | 37.952.664 $ | ||||||||
| LPL Financial LLC | 34.040.736 $ | +5.072.669 $ | +17,5 % | 28.968.067 $ | +12.613.161 $ | +77,1 % | 16.354.906 $ | +1.337.396 $ | +8,9 % | |||
| OSAIC HOLDINGS, INC. | 32.330.629 $ | +4.736.994 $ | +17,2 % | 27.593.635 $ | +17.715.757 $ | +179,3 % | 9.877.878 $ | +3.208.107 $ | +48,1 % | |||
| Spider Management Company, LLC | 31.486.860 $ | |||||||||||
| CapWealth Advisors, LLC | 30.287.461 $ | +607.098 $ | +2,0 % | 29.680.363 $ | ||||||||
| Janney Montgomery Scott LLC | 26.628.000 $ | -1.174.000 $ | -4,2 % | 27.802.000 $ | +14.718.000 $ | +112,5 % | 13.084.000 $ | +1.902.000 $ | +17,0 % | |||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 18.073.161 $ | -1.174.675 $ | -6,1 % | 19.247.836 $ | +4.670.727 $ | +32,0 % | 14.577.109 $ | +9.397.722 $ | +181,4 % | |||
| ABBINGTON INVESTMENT GROUP | 16.025.862 $ | +604.014 $ | +3,9 % | 15.421.848 $ | +2.185.561 $ | +16,5 % | 13.236.287 $ | +2.757.050 $ | +26,3 % | |||
| Aberdeen Group plc | 15.057.346 $ | |||||||||||
| CWM, LLC | 13.042.000 $ | +3.154.000 $ | +31,9 % | 9.888.000 $ | +2.387.000 $ | +31,8 % | ||||||
| NewEdge Advisors, LLC | 10.086.703 $ | +2.436.425 $ | +31,8 % | 7.650.278 $ | +3.959.664 $ | +107,3 % | 3.690.614 $ | -2.185.975 $ | -37,2 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 9.681.113 $ | +5.818.751 $ | +150,7 % | 3.862.362 $ | +623.041 $ | +19,2 % | 3.239.321 $ | +384.239 $ | +13,5 % | |||
| AlphaCore Capital LLC | 9.659.400 $ | +4.067.922 $ | +72,8 % | 5.591.478 $ | ||||||||
| ANCHOR CAPITAL ADVISORS LLC | 7.572.926 $ | +3.481.291 $ | +85,1 % | 4.091.635 $ | +801.775 $ | +24,4 % | 3.289.860 $ | +178.163 $ | +5,7 % | |||
| First Command Advisory Services, Inc. | 7.089.077 $ | +5.772.859 $ | +438,6 % | 1.316.218 $ | ||||||||
| JANE STREET GROUP, LLC | 2.665.201 $ | -3.644.993 $ | -57,8 % | 6.310.194 $ | +5.996.457 $ | +1.911,3 % | 313.737 $ | -296.370 $ | -48,6 % | |||
| Quadcap Wealth Management, LLC | 5.054.579 $ | -94.113 $ | -1,8 % | 5.148.692 $ | +87.388 $ | +1,7 % | 5.061.304 $ | +600.660 $ | +13,5 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 4.925.155 $ | +32.173 $ | +0,7 % | 4.892.982 $ | +1.403.128 $ | +40,2 % | 3.489.854 $ | +590.681 $ | +20,4 % | |||
| TWO SIGMA INVESTMENTS, LP | 4.510.295 $ | |||||||||||
| Apollon Wealth Management, LLC | 3.634.333 $ | -468.038 $ | -11,4 % | 4.102.371 $ | +323.186 $ | +8,6 % | 3.779.185 $ | +193.616 $ | +5,4 % | |||
| Financial Security Advisor, Inc. | 3.598.846 $ | +346.347 $ | +10,6 % | 3.252.499 $ | +1.459.443 $ | +81,4 % | 1.793.056 $ | +866.276 $ | +93,5 % | |||
| HighTower Advisors, LLC | 3.069.906 $ | +296.174 $ | +10,7 % | 2.773.732 $ | +646.450 $ | +30,4 % | 2.127.282 $ | +997.155 $ | +88,2 % | |||
| SFG Wealth Management, LLC. | 2.746.423 $ | -37.611 $ | -1,4 % | 2.784.034 $ | +2.207.454 $ | +382,9 % | 576.580 $ | +257.995 $ | +81,0 % | |||
| EXCHANGE TRADED CONCEPTS, LLC | 2.693.602 $ | +240.023 $ | +9,8 % | 2.453.579 $ | +54.907 $ | +2,3 % | 2.398.672 $ | +181.837 $ | +8,2 % | |||
| Kestra Advisory Services, LLC | 2.655.960 $ | +1.602.629 $ | +152,1 % | 1.053.331 $ | +146.313 $ | +16,1 % | 907.018 $ | +116.840 $ | +14,8 % | |||
| Sanctuary Advisors, LLC | 2.633.498 $ | +1.384.901 $ | +110,9 % | 1.248.597 $ | ||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.546.448 $ | +21.607 $ | +0,9 % | 2.524.841 $ | +1.973.591 $ | +358,0 % | 551.250 $ | +45.625 $ | +9,0 % | |||
| Cambridge Investment Research Advisors, Inc. | 1.327.000 $ | -84.000 $ | -6,0 % | 1.411.000 $ | -1.119.000 $ | -44,2 % | 2.530.000 $ | +284.000 $ | +12,6 % | |||
| Quantinno Capital Management LP | 2.488.188 $ | |||||||||||
| Smith & Howard Wealth Management, LLC | 2.482.949 $ | +57.342 $ | +2,4 % | 2.425.607 $ | -1.562 $ | -0,1 % | 2.427.169 $ | +173.432 $ | +7,7 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.466.437 $ | +2.404.212 $ | +3.863,7 % | 62.225 $ | ||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 2.463.609 $ | |||||||||||
| Magnolia Private Wealth, LLC | 2.074.404 $ | +1.099.286 $ | +112,7 % | 975.118 $ | +406.450 $ | +71,5 % | 568.668 $ | +136.136 $ | +31,5 % | |||
| Maia Wealth LLC | 1.899.161 $ | +174.455 $ | +10,1 % | 1.724.706 $ | +179.794 $ | +11,6 % | 1.544.912 $ | +421.064 $ | +37,5 % | |||
| Hilton Head Capital Partners, LLC | 1.791.010 $ | |||||||||||
| Gladstone Institutional Advisory LLC | 1.611.642 $ | +303.922 $ | +23,2 % | 1.307.720 $ | +1.033.496 $ | +376,9 % | 274.224 $ | |||||
| Circle Wealth Management, LLC | 1.584.332 $ | +776.022 $ | +96,0 % | 808.310 $ | ||||||||
| Navis Wealth Advisors, LLC | 1.478.025 $ | +669.143 $ | +82,7 % | 808.882 $ | ||||||||
| BANK OF AMERICA CORP /DE/ | 1.440.964 $ | +869.075 $ | +152,0 % | 571.889 $ | +375.262 $ | +190,8 % | ||||||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.310.850 $ | -81.810 $ | -5,9 % | 1.392.660 $ | ||||||||
| Signature Equity Partners, LLC | 573.793 $ | -809.273 $ | -58,5 % | 1.383.066 $ | ||||||||
| Kingsview Wealth Management, LLC | 1.192.825 $ | -102.297 $ | -7,9 % | 1.295.122 $ | +526.018 $ | +68,4 % | 769.104 $ | |||||
| Orion Porfolio Solutions, LLC | 1.036.619 $ | +153.311 $ | +17,4 % | 883.308 $ | ||||||||
| Your Advocates Ltd., LLP | 972.979 $ | +193.339 $ | +24,8 % | 779.640 $ | +211.750 $ | +37,3 % | 567.890 $ | -118.133 $ | -17,2 % | |||
| STIFEL FINANCIAL CORP | 895.607 $ | |||||||||||
| Dynamic Advisor Solutions LLC | 838.421 $ | +75.027 $ | +9,8 % | 763.394 $ | +60.567 $ | +8,6 % | 702.827 $ | -212.868 $ | -23,2 % | |||
| Whipplewood Advisors, LLC | 401.120 $ | -430.865 $ | -51,8 % | 831.985 $ | +72.936 $ | +9,6 % | 759.049 $ | +507.248 $ | +201,4 % | |||
| Crusonia Wealth Advisors LLC | 773.013 $ | +213.473 $ | +38,2 % | 559.540 $ | ||||||||
| CITADEL ADVISORS LLC | 747.188 $ | -799.216 $ | -51,7 % | |||||||||
| Essential Partners LLC | 729.946 $ | +228.531 $ | +45,6 % | 501.415 $ | +44.109 $ | +9,6 % | 457.306 $ | +67.050 $ | +17,2 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 616.700 $ | -53.584 $ | -8,0 % | 670.284 $ | +101.394 $ | +17,8 % | 568.890 $ | +139.836 $ | +32,6 % | |||
| WEST MICHIGAN ADVISORS, LLC | 651.638 $ | +84.825 $ | +15,0 % | 566.813 $ | +213.484 $ | +60,4 % | 353.329 $ | |||||
| Philip James Wealth Mangement, LLC | 469.915 $ | -23.448 $ | -4,8 % | 493.363 $ | -101.149 $ | -17,0 % | 594.512 $ | +87.309 $ | +17,2 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 437.810 $ | -113.700 $ | -20,6 % | 551.510 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 528.425 $ | +58.952 $ | +12,6 % | 469.473 $ | +51.752 $ | +12,4 % | ||||||
| FIFTH THIRD BANCORP | 524.995 $ | +93.695 $ | +21,7 % | 431.300 $ | ||||||||
| SouthState Bank Corp | 472.660 $ | +170.982 $ | +56,7 % | 301.678 $ | +281.347 $ | +1.383,8 % | 20.331 $ | |||||
| Wealthcare Advisory Partners LLC | 437.319 $ | -13.744 $ | -3,0 % | 451.063 $ | +90.418 $ | +25,1 % | 360.645 $ | +27.340 $ | +8,2 % | |||
| Centurion Wealth Management LLC | 299.779 $ | -141.699 $ | -32,1 % | 441.478 $ | +76.218 $ | +20,9 % | 365.260 $ | +29.363 $ | +8,7 % | |||
| FIDUCIARY TRUST CO | 380.098 $ | -39.041 $ | -9,3 % | 419.139 $ | ||||||||
| MGO ONE SEVEN LLC | 399.989 $ | +53.626 $ | +15,5 % | 346.363 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 390.051 $ | +166.091 $ | +74,2 % | 223.960 $ | ||||||||
| Rockefeller Capital Management L.P. | 366.876 $ | -21.763 $ | -5,6 % | 388.639 $ | +56.360 $ | +17,0 % | 332.279 $ | |||||
| Farther Finance Advisors, LLC | 387.701 $ | +41.487 $ | +12,0 % | 346.214 $ | +45.638 $ | +15,2 % | 300.576 $ | -2.367 $ | -0,8 % | |||
| TWO SIGMA SECURITIES, LLC | 342.909 $ | |||||||||||
| COMERICA BANK | 340.243 $ | +49.956 $ | +17,2 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 324.120 $ | -8.365 $ | -2,5 % | 332.485 $ | +84.422 $ | +34,0 % | 248.063 $ | +87.598 $ | +54,6 % | |||
| D. E. Shaw & Co., Inc. | 324.023 $ | |||||||||||
| Worth Asset Management, LLC | 290.100 $ | -1.540 $ | -0,5 % | 291.640 $ | -28.362 $ | -8,9 % | 320.002 $ | +46.406 $ | +17,0 % | 273.596 $ | +22.199 $ | +8,8 % |
| Frontier Asset Management, LLC | 224.448 $ | -68.142 $ | -23,3 % | 292.590 $ | +7.626 $ | +2,7 % | ||||||
| MONECO ADVISORS, LLC | 271.697 $ | |||||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 226.194 $ | +893 $ | +0,4 % | 225.301 $ | ||||||||
| BigSur Wealth Management LLC | 225.758 $ | |||||||||||
| Qube Research & Technologies Ltd | 218.475 $ | |||||||||||
| Argos Wealth Advisors, LLC | 215.708 $ | |||||||||||
| Monument Capital Management | 213.523 $ | |||||||||||
| BROWN ADVISORY INC | 202.939 $ | |||||||||||
| IFP Advisors, Inc | 97.100 $ | +45.520 $ | +88,3 % | 51.580 $ | ||||||||
| Avalon Trust Co | 48.550 $ | -3.030 $ | -5,9 % | 51.580 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 11.652 $ | -24.185 $ | -67,5 % | 35.837 $ | ||||||||
| Allworth Financial LP | 33.451 $ | |||||||||||
| UBS Group AG | 3.981 $ | -11.874 $ | -74,9 % | 15.855 $ | -161.859 $ | -91,1 % | ||||||
| HIGHLINE WEALTH PARTNERS LLC | 12.817 $ | |||||||||||
| Privatperson | 11.417 $ | +256 $ | +2,3 % | 11.161 $ | +757 $ | +7,3 % | 10.404 $ | +789 $ | +8,2 % | |||
| LANARK FINANCIAL, INC. | 9.710 $ | -606 $ | -5,9 % | 10.316 $ | ||||||||
| SIMPLEX TRADING, LLC | 9.530 $ | |||||||||||
| JPMORGAN CHASE & CO | 5.646 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5.210 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 4.865 $ | -303 $ | -5,9 % | 5.168 $ | ||||||||
| Tradewinds Capital Management, LLC | 4.758 $ | -297 $ | -5,9 % | 5.055 $ | ||||||||
| ROYAL BANK OF CANADA | 5.000 $ | |||||||||||
| IAG Wealth Partners, LLC | 4.127 $ | -257 $ | -5,9 % | 4.384 $ | +636 $ | +17,0 % | 3.748 $ | +309 $ | +9,0 % | |||
| REGIONS FINANCIAL CORP | 24 $ | +0 $ | +0,0 % | 24 $ | +3 $ | +14,3 % | 21 $ | -13 $ | -38,2 % | |||
| 30.577.561 $ | +605.558 $ | +0,8 % | 722.994.618 $ | +47.097.892 $ | +77,3 % | 513.528.825 $ | +134.949.034 $ | +116,2 % | 324.525.439 $ | +75.174.780 $ | +149,5 % | |