| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 29.303.881 $ | +959.738 $ | +3,4 % | 198.750.960 $ | +9.758.116 $ | +1,3 % | 160.566.817 $ | +11.606.454 $ | +72,1 % | 106.693.539 $ | +40.021.073 $ | +625,5 % | |
| KFG WEALTH MANAGEMENT, LLC | 35.754.705 $ | +3.525.993 $ | +10,9 % | 32.228.712 $ | +8.208.541 $ | +34,2 % | 24.020.171 $ | |||||
| Gradient Investments LLC | 29.303.881 $ | +959.738 $ | +3,4 % | 28.344.143 $ | ||||||||
| Pacer Advisors, Inc. | 29.125.000 $ | +1.919.000 $ | +7,1 % | 27.206.000 $ | -1.812.246 $ | -6,2 % | 29.018.246 $ | +17.620.712 $ | +154,6 % | |||
| Swan Global Investments, LLC | 29.120.609 $ | +1.914.776 $ | +7,0 % | 27.205.833 $ | -1.811.607 $ | -6,2 % | 29.017.440 $ | +16.917.391 $ | +139,8 % | |||
| Uniting Wealth Partners, LLC | 24.143.030 $ | +2.270.779 $ | +10,4 % | 21.872.251 $ | ||||||||
| Long Island Wealth Management, Inc. | 13.894.080 $ | +1.204.886 $ | +9,5 % | 12.689.194 $ | ||||||||
| U S WEALTH GROUP, LLC. | 6.297.825 $ | -1.525.278 $ | -19,5 % | 7.823.103 $ | +506.428 $ | +6,9 % | 7.316.675 $ | +760.386 $ | +11,6 % | |||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6.461.128 $ | +491.718 $ | +8,2 % | 5.969.410 $ | +963.174 $ | +19,2 % | 5.006.236 $ | +4.885.777 $ | +4.056,0 % | |||
| Integrated Wealth Concepts LLC | 6.318.041 $ | +289.090 $ | +4,8 % | 6.028.951 $ | ||||||||
| Aptus Capital Advisors, LLC | 6.054.193 $ | +1.272.952 $ | +26,6 % | 4.781.241 $ | +1.456.526 $ | +43,8 % | 3.324.715 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.483.300 $ | +351.998 $ | +8,5 % | 4.131.302 $ | +923.387 $ | +28,8 % | 3.207.915 $ | |||||
| OLD MISSION CAPITAL LLC | 791.444 $ | -1.114.973 $ | -58,5 % | 1.906.417 $ | +989.537 $ | +107,9 % | 916.880 $ | |||||
| UPTICK PARTNERS, LLC | 1.409.229 $ | -71.504 $ | -4,8 % | 1.480.733 $ | -13.661 $ | -0,9 % | 1.494.394 $ | |||||
| Kovack Advisors, Inc. | 719.253 $ | -681.433 $ | -48,6 % | 1.400.686 $ | +654.362 $ | +87,7 % | 746.324 $ | |||||
| Cornerstone Wealth Group, LLC | 871.257 $ | -136.688 $ | -13,6 % | 1.007.945 $ | +806.739 $ | +401,0 % | 201.206 $ | |||||
| CITADEL ADVISORS LLC | 879.478 $ | +630.866 $ | +253,8 % | 248.612 $ | -326.706 $ | -56,8 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 673.915 $ | -71.266 $ | -9,6 % | 745.181 $ | +135.992 $ | +22,3 % | 609.189 $ | |||||
| First Heartland Consultants, Inc. | 337.189 $ | -180.665 $ | -34,9 % | 517.854 $ | ||||||||
| Gladstone Institutional Advisory LLC | 500.372 $ | +1.354 $ | +0,3 % | 499.018 $ | -11.199 $ | -2,2 % | 510.217 $ | |||||
| GTS SECURITIES LLC | 464.940 $ | |||||||||||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 451.855 $ | +35.394 $ | +8,5 % | 416.461 $ | ||||||||
| Prime Capital Investment Advisors, LLC | 387.579 $ | +178.052 $ | +85,0 % | 209.527 $ | ||||||||
| Financial Network Wealth Advisors LLC | 367.547 $ | +14.714 $ | +4,2 % | 352.833 $ | -17.639 $ | -4,8 % | 370.472 $ | +141.374 $ | +61,7 % | |||
| Brown Financial Advisors | 326.842 $ | |||||||||||
| Cyndeo Wealth Partners, LLC | 272.100 $ | +21.500 $ | +8,6 % | 250.600 $ | ||||||||
| Meridian Wealth Management, LLC | 258.957 $ | +13.809 $ | +5,6 % | 245.148 $ | ||||||||
| Atria Investments, Inc | 252.402 $ | |||||||||||
| LPL Financial LLC | 228.349 $ | +18.658 $ | +8,9 % | 209.691 $ | -25.442 $ | -10,8 % | 235.133 $ | |||||
| OSAIC HOLDINGS, INC. | 223.356 $ | +19.022 $ | +9,3 % | 204.334 $ | -4.578 $ | -2,2 % | 208.912 $ | +22.139 $ | +11,9 % | |||
| Mattson Financial Services, LLC | 218.765 $ | |||||||||||
| CALTON & ASSOCIATES, INC. | 216.568 $ | |||||||||||
| Paladin Wealth, LLC | 203.217 $ | |||||||||||
| UBS Group AG | 29.120 $ | -5.434 $ | -15,7 % | 34.554 $ | +27.654 $ | +400,8 % | 6.900 $ | |||||
| Signature Equity Partners, LLC | 18.530 $ | +1.576 $ | +9,3 % | 16.954 $ | -380 $ | -2,2 % | 17.334 $ | |||||
| DHJJ Financial Advisors, Ltd. | 1.090 $ | +86 $ | +8,6 % | 1.004 $ | ||||||||
| 29.303.881 $ | +959.738 $ | +3,4 % | 198.750.960 $ | +9.758.116 $ | +1,3 % | 160.566.817 $ | +11.606.454 $ | +72,1 % | 106.693.539 $ | +40.021.073 $ | +625,5 % | |