| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 8.360.749 $ | +1.992.429 $ | +39,9 % | 191.400.666 $ | -5.672.239 $ | +33,4 % | 199.974.998 $ | +7.727.156 $ | +5,1 % | 191.662.006 $ | +1.998.788 $ | +2,8 % | |
| Jackson Wealth Management, LLC | 185.189.000 $ | -3.254.000 $ | -1,7 % | 188.443.000 $ | +7.958.000 $ | +4,4 % | 180.485.000 $ | +2.313.000 $ | +1,3 % | |||
| Westside Investment Management, Inc. | 7.013.217 $ | +1.528.426 $ | +27,9 % | 5.484.791 $ | -2.539.774 $ | -31,6 % | 8.024.565 $ | +34.727 $ | +0,4 % | 7.989.838 $ | ||
| Kohmann Bosshard Financial Services, LLC | 1.793.916 $ | +972.161 $ | +118,3 % | 821.755 $ | ||||||||
| Game Plan Financial Advisors, LLC | 169.757 $ | +120.062 $ | +241,6 % | 49.695 $ | -1.231.349 $ | -96,1 % | 1.281.044 $ | -127.566 $ | -9,1 % | |||
| Vermillion Wealth Management, Inc. | 949.984 $ | +426.643 $ | +81,5 % | 523.341 $ | ||||||||
| Coastwise Capital Group, LLC | 785.177 $ | |||||||||||
| Williams Jones Wealth Management, LLC. | 397.548 $ | +37.360 $ | +10,4 % | 360.188 $ | +4.155 $ | +1,2 % | 356.033 $ | -6.383 $ | -1,8 % | 362.416 $ | -261.728 $ | -41,9 % |
| Motiv8 Investments LLC | 323.000 $ | |||||||||||
| Main Street Group, LTD | 198.612 $ | +75.082 $ | +60,8 % | |||||||||
| Arvest Bank Trust Division | 152.856 $ | +2.417 $ | +1,6 % | 150.439 $ | ||||||||
| McMillan Office, Inc. | 44.074 $ | -5.099 $ | -10,4 % | 49.173 $ | ||||||||
| 8.360.749 $ | +1.992.429 $ | +39,9 % | 191.400.666 $ | -5.672.239 $ | +33,4 % | 199.974.998 $ | +7.727.156 $ | +5,1 % | 191.662.006 $ | +1.998.788 $ | +2,8 % | |