| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 476.345.506 $ | +62.750.407 $ | +34,3 % | 404.130.391 $ | -16.981.257 $ | +6.255,6 % | 387.699.381 $ | +18.586.931 $ | +41,3 % | 355.588.536 $ | +21.204.559 $ | +10,6 % | |
| Orion Porfolio Solutions, LLC | 98.953.622 $ | +8.371.011 $ | +9,2 % | 90.582.611 $ | -3.165.015 $ | -3,4 % | 93.747.626 $ | +4.302.976 $ | +4,8 % | 89.444.650 $ | +6.414.261 $ | +7,7 % |
| LPL Financial LLC | 82.463.034 $ | +493.494 $ | +0,6 % | 81.969.540 $ | -328.393 $ | -0,4 % | 82.297.933 $ | +5.466.719 $ | +7,1 % | 76.831.214 $ | +7.878.549 $ | +11,4 % |
| TCP Asset Management, LLC | 48.980.356 $ | +3.052.959 $ | +6,6 % | 45.927.397 $ | +23.394.417 $ | +103,8 % | 22.532.980 $ | +1.912.661 $ | +9,3 % | 20.620.319 $ | ||
| Strategic Equity Management | 2.859.629 $ | +21.138 $ | +0,7 % | 2.838.491 $ | -32.067.561 $ | -91,9 % | 34.906.052 $ | -11.439.797 $ | -24,7 % | 46.345.849 $ | -2.791.839 $ | -5,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 39.029.607 $ | +7.980.897 $ | +25,7 % | 31.048.710 $ | +10.711.768 $ | +52,7 % | 20.336.942 $ | +15.712.794 $ | +339,8 % | 4.624.148 $ | -61.557 $ | -1,3 % |
| RPg Family Wealth Advisory, LLC | 25.717.469 $ | +13.852.127 $ | +116,7 % | 11.865.342 $ | -669.234 $ | -5,3 % | 12.534.576 $ | +241.634 $ | +2,0 % | 12.292.942 $ | +505.856 $ | +4,3 % |
| OSAIC HOLDINGS, INC. | 24.819.791 $ | +3.335.458 $ | +15,5 % | 21.484.333 $ | -1.749.525 $ | -7,5 % | 23.233.858 $ | -295.682 $ | -1,3 % | 23.529.540 $ | +1.887.291 $ | +8,7 % |
| MONEYWISE, INC. | 547.802 $ | -9.718 $ | -1,7 % | 557.520 $ | -16.327.596 $ | -96,7 % | 16.885.116 $ | -4.664.534 $ | -21,6 % | 21.549.650 $ | -865.541 $ | -3,9 % |
| VestGen Advisors, LLC | 16.960.516 $ | +769.732 $ | +4,8 % | 16.190.784 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 13.900.000 $ | +9.854.000 $ | +243,5 % | 4.046.000 $ | +539.000 $ | +15,4 % | 3.507.000 $ | -900.000 $ | -20,4 % | 4.407.000 $ | +542.000 $ | +14,0 % |
| HFG Wealth Management, LLC | 10.697.489 $ | -912.873 $ | -7,9 % | 11.610.362 $ | -480.690 $ | -4,0 % | 12.091.052 $ | +296.941 $ | +2,5 % | 11.794.111 $ | +829.970 $ | +7,6 % |
| MML INVESTORS SERVICES, LLC | 10.645.694 $ | +2.350.422 $ | +28,3 % | 8.295.272 $ | +3.778.855 $ | +83,7 % | 4.516.417 $ | +3.822.404 $ | +550,8 % | 694.013 $ | ||
| Spartan Wealth Advisory Services LLC | 10.448.025 $ | +366.101 $ | +3,6 % | 10.081.924 $ | ||||||||
| VISIONARY HORIZONS, LLC | 8.109.933 $ | +1.220.785 $ | +17,7 % | 6.889.148 $ | -2.725.362 $ | -28,3 % | 9.614.510 $ | +893.103 $ | +10,2 % | 8.721.407 $ | +4.241.586 $ | +94,7 % |
| Ausdal Financial Partners, Inc. | 9.268.097 $ | +1.747.988 $ | +23,2 % | 7.520.109 $ | -281.534 $ | -3,6 % | 7.801.643 $ | +2.030.572 $ | +35,2 % | 5.771.071 $ | ||
| Independent Advisor Alliance | 9.227.247 $ | |||||||||||
| Bellwether Advisors, LLC | 6.849.078 $ | |||||||||||
| Capital Analysts, LLC | 6.688.000 $ | +567.000 $ | +9,3 % | 6.121.000 $ | -247.000 $ | -3,9 % | 6.368.000 $ | +136.000 $ | +2,2 % | 6.232.000 $ | +216.000 $ | +3,6 % |
| Donoghue Forlines LLC | 6.117.475 $ | +1.293.621 $ | +26,8 % | 4.823.854 $ | +2.506.940 $ | +108,2 % | 2.316.914 $ | |||||
| RPS ADVISORY SOLUTIONS LLC | 5.807.117 $ | +325.780 $ | +5,9 % | 5.481.337 $ | -200.272 $ | -3,5 % | 5.681.609 $ | |||||
| TOEWS CORP /ADV | 5.714.250 $ | +2.897.337 $ | +102,9 % | 2.816.913 $ | +51.189 $ | +1,9 % | 2.765.724 $ | +500.494 $ | +22,1 % | 2.265.230 $ | +333.623 $ | +17,3 % |
| CFS Investment Advisory Services, LLC | 3.968.576 $ | -420.564 $ | -9,6 % | 4.389.140 $ | -37.872 $ | -0,9 % | 4.427.012 $ | +342.547 $ | +8,4 % | 4.084.465 $ | +1.645.465 $ | +67,5 % |
| Independent Wealth Network Inc. | 4.374.709 $ | |||||||||||
| THRIVENT FINANCIAL FOR LUTHERANS | 4.202.000 $ | -615.000 $ | -12,8 % | |||||||||
| CreativeOne Wealth, LLC | 3.916.284 $ | +769.057 $ | +24,4 % | 3.147.227 $ | +111.841 $ | +3,7 % | 3.035.386 $ | +910.638 $ | +42,9 % | 2.124.748 $ | +837.608 $ | +65,1 % |
| Saxony Capital Management, LLC | 3.710.815 $ | |||||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 3.155.488 $ | +2.105.523 $ | +200,5 % | 1.049.965 $ | -112.475 $ | -9,7 % | 1.162.440 $ | +87.440 $ | +8,1 % | 1.075.000 $ | -276.000 $ | -20,4 % |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 2.928.355 $ | |||||||||||
| Dynamic Advisor Solutions LLC | 2.175.383 $ | +207.710 $ | +10,6 % | 1.967.673 $ | -191.276 $ | -8,9 % | 2.158.949 $ | -508.898 $ | -19,1 % | 2.667.847 $ | +95.407 $ | +3,7 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.060.065 $ | +175.435 $ | +9,3 % | 1.884.630 $ | -60.456 $ | -3,1 % | 1.945.086 $ | +133.586 $ | +7,4 % | 1.811.500 $ | +136.968 $ | +8,2 % |
| GTS SECURITIES LLC | 1.554.563 $ | -408.700 $ | -20,8 % | 1.963.263 $ | +1.030.788 $ | +110,5 % | 932.475 $ | -657.064 $ | -41,3 % | 1.589.539 $ | +808.425 $ | +103,5 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.658.280 $ | +428.001 $ | +34,8 % | 1.230.279 $ | +199.995 $ | +19,4 % | 1.030.284 $ | +482.388 $ | +88,0 % | 547.896 $ | -202.826 $ | -27,0 % |
| JANE STREET GROUP, LLC | 1.460.679 $ | +1.057.225 $ | +262,0 % | 403.454 $ | +15.890 $ | +4,1 % | 387.564 $ | -314.526 $ | -44,8 % | 702.090 $ | -24.834 $ | -3,4 % |
| SILVER OAK SECURITIES, INCORPORATED | 353.052 $ | -526.482 $ | -59,9 % | 879.534 $ | -132.216 $ | -13,1 % | 1.011.750 $ | -81.121 $ | -7,4 % | 1.092.871 $ | -109.171 $ | -9,1 % |
| BUILDER INVESTMENT GROUP INC /ADV | 1.031.310 $ | |||||||||||
| GWN SECURITIES INC. | 875.832 $ | +549.468 $ | +168,4 % | 326.364 $ | -19.849 $ | -5,7 % | 346.213 $ | +45.280 $ | +15,0 % | 300.933 $ | -633.904 $ | -67,8 % |
| Cetera Investment Advisers | 869.260 $ | +536.872 $ | +161,5 % | 332.388 $ | -23.386 $ | -6,6 % | 355.774 $ | +11.840 $ | +3,4 % | 343.934 $ | +19.918 $ | +6,1 % |
| Mutual Advisors, LLC | 792.965 $ | +238.152 $ | +42,9 % | 554.813 $ | +152.431 $ | +37,9 % | 402.382 $ | +179.782 $ | +80,8 % | 222.600 $ | ||
| Silver Grove Financial Group, Inc. | 627.901 $ | +340.518 $ | +118,5 % | 287.383 $ | -260.657 $ | -47,6 % | 548.040 $ | -169.586 $ | -23,6 % | 717.626 $ | ||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 236.181 $ | -90.183 $ | -27,6 % | 326.364 $ | -326.817 $ | -50,0 % | 653.181 $ | +17.053 $ | +2,7 % | 636.128 $ | ||
| PFG Advisors | 582.654 $ | -28.579 $ | -4,7 % | 611.233 $ | +79.573 $ | +15,0 % | ||||||
| Geneos Wealth Management Inc. | 587.792 $ | +20.919 $ | +3,7 % | 566.873 $ | +36.593 $ | +6,9 % | 530.280 $ | +481.476 $ | +986,6 % | 48.804 $ | +6.994 $ | +16,7 % |
| Kestra Advisory Services, LLC | 366.765 $ | +30.298 $ | +9,0 % | 336.467 $ | -224.491 $ | -40,0 % | 560.958 $ | +223.506 $ | +66,2 % | 337.452 $ | ||
| OLD MISSION CAPITAL LLC | 500.068 $ | +86.380 $ | +20,9 % | |||||||||
| Virtu Financial LLC | 440.000 $ | |||||||||||
| Capital Planning LLC | 427.366 $ | +36.210 $ | +9,3 % | 391.156 $ | -17.433 $ | -4,3 % | 408.589 $ | -14.802 $ | -3,5 % | 423.391 $ | +24.520 $ | +6,1 % |
| GeoWealth Management, LLC | 250.264 $ | -171.795 $ | -40,7 % | 422.059 $ | +13.419 $ | +3,3 % | 408.640 $ | +23.666 $ | +6,1 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 226.071 $ | -161.932 $ | -41,7 % | 388.003 $ | ||||||||
| Atria Investments, Inc | 358.425 $ | +74.561 $ | +26,3 % | 283.864 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 350.174 $ | |||||||||||
| WORLD EQUITY GROUP, INC. | 304.942 $ | +62.107 $ | +25,6 % | 242.835 $ | ||||||||
| Diversify Advisory Services, LLC | 285.398 $ | +31.669 $ | +12,5 % | 253.729 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 285.398 $ | +14.111 $ | +5,2 % | 271.287 $ | ||||||||
| SeaCrest Wealth Management, LLC | 274.242 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 267.000 $ | +27.000 $ | +11,3 % | 240.000 $ | ||||||||
| Farther Finance Advisors, LLC | 148.799 $ | -117.867 $ | -44,2 % | 266.666 $ | ||||||||
| Smallwood Wealth Investment Management, LLC | 260.900 $ | |||||||||||
| Envestnet Portfolio Solutions, Inc. | 258.788 $ | +7.613 $ | +3,0 % | 251.175 $ | +16.652 $ | +7,1 % | 234.523 $ | |||||
| MORGAN STANLEY | 238.647 $ | +15.835 $ | +7,1 % | 222.812 $ | +222.742 $ | +318.202,9 % | 70 $ | -1.462 $ | -95,4 % | 1.532 $ | ||
| Ocean Park Asset Management, LLC | 228.304 $ | +13.203 $ | +6,1 % | 215.101 $ | -2.919 $ | -1,3 % | 218.020 $ | |||||
| CENTAURUS FINANCIAL, INC. | 224.000 $ | +113.000 $ | +101,8 % | 111.000 $ | ||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 206.056 $ | -8.525 $ | -4,0 % | 214.581 $ | +6.822 $ | +3,3 % | 207.759 $ | |||||
| Gotham Asset Management, LLC | 204.933 $ | |||||||||||
| J2 Capital Management Inc | 203.548 $ | |||||||||||
| ROYAL BANK OF CANADA | 67.000 $ | +5.000 $ | +8,1 % | 62.000 $ | -83.000 $ | -57,2 % | 145.000 $ | +55.000 $ | +61,1 % | 90.000 $ | -14.000 $ | -13,5 % |
| HARBOUR INVESTMENTS, INC. | 107.128 $ | -26.867 $ | -20,1 % | 133.995 $ | +86.440 $ | +181,8 % | 47.555 $ | +12.029 $ | +33,9 % | 35.526 $ | +5.523 $ | +18,4 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 114.630 $ | +9.711 $ | +9,3 % | 104.919 $ | -4.340 $ | -4,0 % | 109.259 $ | +3.474 $ | +3,3 % | 105.785 $ | +6.128 $ | +6,1 % |
| IFP Advisors, Inc | 107.236 $ | +8.052 $ | +8,1 % | 99.184 $ | -3.645 $ | -3,5 % | 102.829 $ | +2.853 $ | +2,9 % | 99.976 $ | +5.244 $ | +5,5 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 90.924 $ | |||||||||||
| PRIVATE TRUST CO NA | 57.875 $ | +2.467 $ | +4,5 % | 55.408 $ | +245 $ | +0,4 % | 55.163 $ | +1.754 $ | +3,3 % | 53.409 $ | +9.303 $ | +21,1 % |
| JONES FINANCIAL COMPANIES LLLP | 3.401 $ | +1.598 $ | +88,6 % | 1.803 $ | -42.398 $ | -95,9 % | 44.201 $ | |||||
| ASSETMARK, INC | 40.309 $ | +27.318 $ | +210,3 % | 12.991 $ | -513 $ | -3,8 % | 13.504 $ | +5.266 $ | +63,9 % | 8.238 $ | +3.928 $ | +91,1 % |
| UBS Group AG | 38.750 $ | +22.001 $ | +131,4 % | 16.749 $ | -1.755 $ | -9,5 % | 18.504 $ | -4.887 $ | -20,9 % | 23.391 $ | -375.455 $ | -94,1 % |
| Wellington Grp LLC | 35.621 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35.173 $ | +2.980 $ | +9,3 % | 32.193 $ | -1.332 $ | -4,0 % | 33.525 $ | +1.066 $ | +3,3 % | 32.459 $ | +1.880 $ | +6,1 % |
| Sound Income Strategies, LLC | 29.641 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 23.955 $ | +25 $ | +0,1 % | 23.930 $ | ||||||||
| EverSource Wealth Advisors, LLC | 10.073 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 9.000 $ | +1.000 $ | +12,5 % | 8.000 $ | -1.000 $ | -11,1 % | 9.000 $ | |||||
| Financial Gravity Asset Management, Inc. | 3.428 $ | +2.913 $ | +565,6 % | 515 $ | -8.250 $ | -94,1 % | 8.765 $ | |||||
| Private Wealth Asset Management, LLC | 8.726 $ | |||||||||||
| Continuum Advisory, LLC | 7.741 $ | |||||||||||
| TRUST CO OF VERMONT | 7.654 $ | |||||||||||
| Financial Gravity Companies, Inc. | 3.745 $ | -7.298 $ | -66,1 % | |||||||||
| Camelot Portfolios, LLC | 773 $ | |||||||||||
| 476.345.506 $ | +62.750.407 $ | +34,3 % | 404.130.391 $ | -16.981.257 $ | +6.255,6 % | 387.699.381 $ | +18.586.931 $ | +41,3 % | 355.588.536 $ | +21.204.559 $ | +10,6 % | |