| Fonds | 2026/Q2 | 2026/Q1 | ||||
|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 47.414.050 $ | +1.163.509 $ | -7,2 % | 46.058.619 $ | |||
| Sendero Wealth Management, LLC | 28.936.437 $ | +3.493.485 $ | +13,7 % | 25.442.952 $ | ||
| Curated Wealth Partners LLC | 14.166.095 $ | -1.933.455 $ | -12,0 % | 16.099.550 $ | ||
| RAYMOND JAMES FINANCIAL INC | 1.117.813 $ | +85.197 $ | +8,3 % | 1.032.616 $ | ||
| LPL Financial LLC | 551.641 $ | -142.686 $ | -20,6 % | 694.327 $ | ||
| Rockefeller Capital Management L.P. | 520.545 $ | +60.362 $ | +13,1 % | 460.183 $ | ||
| Manchester Capital Management LLC | 297.697 $ | -151.743 $ | -33,8 % | 449.440 $ | ||
| RWA WEALTH PARTNERS, LLC | 415.739 $ | +48.209 $ | +13,1 % | 367.530 $ | ||
| US BANCORP \DE\ | 42.034 $ | -361.184 $ | -89,6 % | 403.218 $ | ||
| Laird Norton Wetherby Trust Company, LLC | 354.287 $ | +41.083 $ | +13,1 % | 313.204 $ | ||
| Overbrook Management Corp | 318.409 $ | +36.922 $ | +13,1 % | 281.487 $ | ||
| JPMORGAN CHASE & CO | 308.048 $ | |||||
| NORTHERN TRUST CORP | 303.403 $ | +35.183 $ | +13,1 % | 268.220 $ | ||
| Sunbelt Securities, Inc. | 109.726 $ | |||||
| UBS Group AG | 36.433 $ | -53.137 $ | -59,3 % | 89.570 $ | ||
| MORGAN STANLEY | 34.663 $ | +4.020 $ | +13,1 % | 30.643 $ | ||
| Steward Partners Investment Advisory, LLC | 10.806 $ | +1.253 $ | +13,1 % | 9.553 $ | ||
| NewEdge Advisors, LLC | 6.400 $ | |||||
| 47.414.050 $ | +1.163.509 $ | -7,2 % | 46.058.619 $ | |||