| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 90.933.880 $ | +14.400.706 $ | +14,7 % | 77.037.512 $ | -2.828.392 $ | +142,4 % | 82.661.825 $ | +2.879.152 $ | +17,2 % | 84.560.629 $ | +6.237.830 $ | +1,1 % | |
| MONETA GROUP INVESTMENT ADVISORS LLC | 64.031.044 $ | +6.034.499 $ | +10,4 % | 57.996.545 $ | -2.695.457 $ | -4,4 % | 60.692.002 $ | +864.274 $ | +1,4 % | 59.827.728 $ | +5.698.440 $ | +10,5 % |
| Corient Private Wealth LP | 10.355.734 $ | +5.898.432 $ | +132,3 % | 4.457.302 $ | +124.528 $ | +2,9 % | 4.332.774 $ | +3.211.522 $ | +286,4 % | 1.121.252 $ | +353.078 $ | +46,0 % |
| Orion Porfolio Solutions, LLC | 8.272.138 $ | +806.981 $ | +10,8 % | 7.465.157 $ | -514.882 $ | -6,5 % | 7.980.039 $ | -468.431 $ | -5,5 % | 8.448.470 $ | -188.321 $ | -2,2 % |
| Tandem Wealth Advisors LLC | 5.875.486 $ | -206.507 $ | -3,4 % | |||||||||
| VISTA FINANCE, LLC | 4.758.820 $ | -483.927 $ | -9,2 % | 5.242.747 $ | -66.860 $ | -1,3 % | ||||||
| Maia Wealth LLC | 2.998.184 $ | +705.536 $ | +30,8 % | 2.292.648 $ | -16.549 $ | -0,7 % | 2.309.197 $ | +288.516 $ | +14,3 % | 2.020.681 $ | +692.809 $ | +52,2 % |
| Krilogy Financial LLC | 2.653.262 $ | +1.076.316 $ | +68,3 % | 1.576.946 $ | ||||||||
| Directional Asset Management | 657.466 $ | -204.955 $ | -23,8 % | 862.421 $ | -160.985 $ | -15,7 % | 1.023.406 $ | |||||
| GTS SECURITIES LLC | 691.252 $ | +81.030 $ | +13,3 % | 610.222 $ | +391.862 $ | +179,5 % | 218.360 $ | -517.484 $ | -70,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 539.385 $ | +63.655 $ | +13,4 % | 475.730 $ | -3.782 $ | -0,8 % | 479.512 $ | -6.688 $ | -1,4 % | 486.200 $ | +10.582 $ | +2,2 % |
| Crossmark Global Holdings, Inc. | 508.096 $ | +10.726 $ | +2,2 % | |||||||||
| Clayton Financial Group LLC | 441.048 $ | |||||||||||
| ARGENT CAPITAL MANAGEMENT LLC | 434.241 $ | +51.246 $ | +13,4 % | 382.995 $ | -16.542 $ | -4,1 % | 399.537 $ | -5.573 $ | -1,4 % | 405.110 $ | +8.817 $ | +2,2 % |
| CITADEL ADVISORS LLC | 268.916 $ | |||||||||||
| UPTICK PARTNERS, LLC | 222.822 $ | -45.470 $ | -16,9 % | 268.292 $ | ||||||||
| JANE STREET GROUP, LLC | 211.443 $ | |||||||||||
| WELLS FARGO & COMPANY/MN | 6.378 $ | -114.033 $ | -94,7 % | 120.411 $ | +114.945 $ | +2.102,9 % | 5.466 $ | |||||
| Global Retirement Partners, LLC | 86.848 $ | -4.997 $ | -5,4 % | 91.845 $ | +487 $ | +0,5 % | 91.358 $ | +5.348 $ | +6,2 % | |||
| Integrated Wealth Concepts LLC | 77.300 $ | |||||||||||
| JPMORGAN CHASE & CO | 63.481 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 53.755 $ | +5.412 $ | +11,2 % | 48.343 $ | -1.183 $ | -2,4 % | 49.526 $ | -3.456 $ | -6,5 % | 52.982 $ | +17.094 $ | +47,6 % |
| SageView Advisory Group, LLC | 26.960 $ | |||||||||||
| Clark Wealth Partners | 15.397 $ | -4.354 $ | -22,0 % | 19.751 $ | +0 $ | +0,0 % | 19.751 $ | -73.876 $ | -78,9 % | |||
| CWM, LLC | 16.361 $ | |||||||||||
| Ameritas Advisory Services, LLC | 9.418 $ | -23.642 $ | -71,5 % | |||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 6.888 $ | +813 $ | +13,4 % | 6.075 $ | -263 $ | -4,1 % | 6.338 $ | -88 $ | -1,4 % | 6.426 $ | +140 $ | +2,2 % |
| Private Wealth Asset Management, LLC | 6.196 $ | +732 $ | +13,4 % | 5.464 $ | -190 $ | -3,4 % | ||||||
| Binnacle Investments Inc | 3.774 $ | |||||||||||
| Vision Retirement, LLC | 1.993 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 328 $ | +39 $ | +13,5 % | 289 $ | ||||||||
| UBS Group AG | 32 $ | -70 $ | -68,6 % | 102 $ | +2 $ | +2,0 % | ||||||
| 90.933.880 $ | +14.400.706 $ | +14,7 % | 77.037.512 $ | -2.828.392 $ | +142,4 % | 82.661.825 $ | +2.879.152 $ | +17,2 % | 84.560.629 $ | +6.237.830 $ | +1,1 % | |