| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 551.410.655 $ | +27.255.289 $ | +6,2 % | 1.916.743.808 $ | +111.496.271 $ | +11,7 % | 1.750.993.368 $ | +183.753.154 $ | +9,2 % | 1.496.829.501 $ | +135.529.144 $ | +13,5 % | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 787.788.243 $ | +68.028.976 $ | +9,5 % | 719.759.267 $ | +100.578.841 $ | +16,2 % | 619.180.426 $ | +75.660.929 $ | +13,9 % | |||
| Strategic Financial Services, Inc. | 338.968.806 $ | -13.328.511 $ | -3,8 % | 352.297.317 $ | +43.526.839 $ | +14,1 % | 308.770.478 $ | +15.230.878 $ | +5,2 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 251.354.890 $ | +6.562.704 $ | +2,7 % | 244.792.186 $ | +4.182.368 $ | +1,7 % | 240.609.818 $ | +9.618.025 $ | +4,2 % | 230.991.793 $ | ||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 139.970.800 $ | +9.857.281 $ | +7,6 % | 130.113.519 $ | +4.373.056 $ | +3,5 % | 125.740.463 $ | +8.571.286 $ | +7,3 % | 117.169.177 $ | +7.771.683 $ | +7,1 % |
| Invesco Ltd. | 123.113.600 $ | +3.823.600 $ | +3,2 % | 119.290.000 $ | +5.814.400 $ | +5,1 % | 113.475.600 $ | +27.216.000 $ | +31,6 % | |||
| Tolleson Wealth Management, Inc. | 120.169.762 $ | +2.587.327 $ | +2,2 % | 117.582.435 $ | +10.340.408 $ | +9,6 % | 107.242.027 $ | +9.649.654 $ | +9,9 % | |||
| AMERIPRISE FINANCIAL INC | 96.360.938 $ | +42.106.769 $ | +77,6 % | |||||||||
| Compound Planning, Inc. | 82.480.074 $ | +7.043.320 $ | +9,3 % | 75.436.754 $ | -277.314 $ | -0,4 % | 75.714.068 $ | +5.303.355 $ | +7,5 % | |||
| Clearwater Capital Advisors, LLC | 77.604.891 $ | +3.791.984 $ | +5,1 % | |||||||||
| 551.410.655 $ | +27.255.289 $ | +6,2 % | 1.916.743.808 $ | +111.496.271 $ | +11,7 % | 1.750.993.368 $ | +183.753.154 $ | +9,2 % | 1.496.829.501 $ | +135.529.144 $ | +13,5 % | |