| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 90.329.732 $ | +3.908.991 $ | +4,0 % | 418.535.230 $ | +28.642.138 $ | +8,8 % | 371.250.115 $ | +19.185.648 $ | +5,1 % | 352.064.467 $ | +13.512.519 $ | +22,3 % | |
| RAYMOND JAMES FINANCIAL INC | 83.846.896 $ | +7.434.486 $ | +9,7 % | 76.412.410 $ | +12.085.311 $ | +18,8 % | 64.327.099 $ | -20.066.772 $ | -23,8 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 83.660.086 $ | +8.878.812 $ | +11,9 % | 74.781.274 $ | +3.353.794 $ | +4,7 % | 71.427.480 $ | +1.854.846 $ | +2,7 % | |||
| LPL Financial LLC | 71.642.052 $ | +1.253.115 $ | +1,8 % | 70.388.937 $ | -3.312.087 $ | -4,5 % | 73.701.024 $ | -433.479 $ | -0,6 % | |||
| BANK OF AMERICA CORP /DE/ | 59.798.607 $ | +1.299.060 $ | +2,2 % | 58.499.547 $ | +4.335.603 $ | +8,0 % | 54.163.944 $ | +9.554.161 $ | +21,4 % | |||
| CPC Advisors, LLC | 41.233.305 $ | +2.841.956 $ | +7,4 % | 38.391.349 $ | +1.840.352 $ | +5,0 % | 36.550.997 $ | +1.701.749 $ | +4,9 % | 34.849.248 $ | +20.931.017 $ | +150,4 % |
| Steward Partners Investment Advisory, LLC | 31.619.709 $ | +1.384.270 $ | +4,6 % | 30.235.439 $ | +690.460 $ | +2,3 % | 29.544.979 $ | +1.824.730 $ | +6,6 % | |||
| JONES FINANCIAL COMPANIES LLLP | 24.925.451 $ | +6.282.474 $ | +33,7 % | |||||||||
| Schorn Wealth LLC | 24.923.724 $ | +272.644 $ | +1,1 % | 24.651.080 $ | +269.569 $ | +1,1 % | 24.381.511 $ | +330.818 $ | +1,4 % | 24.050.693 $ | -151.984 $ | -0,6 % |
| Legacy Wealth Management, LLC | 24.172.703 $ | +794.391 $ | +3,4 % | |||||||||
| 90.329.732 $ | +3.908.991 $ | +4,0 % | 418.535.230 $ | +28.642.138 $ | +8,8 % | 371.250.115 $ | +19.185.648 $ | +5,1 % | 352.064.467 $ | +13.512.519 $ | +22,3 % | |