| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 46.990.093 $ | -145.053.103 $ | +1,2 % | 191.429.666 $ | -5.676.239 $ | +26,9 % | 200.291.472 $ | +7.762.048 $ | +4.619,0 % | 191.695.152 $ | +2.000.884 $ | +136,3 % | |
| Jackson Wealth Management, LLC | 38.111.000 $ | -147.078.000 $ | -79,4 % | 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 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 248.474 $ | |||||||||||
| Arvest Bank Trust Division | 208.201 $ | +55.345 $ | +36,2 % | 152.856 $ | +2.417 $ | +1,6 % | 150.439 $ | |||||
| Main Street Group, LTD | 198.612 $ | +75.082 $ | +60,8 % | |||||||||
| COZAD ASSET MANAGEMENT INC | 130.219 $ | |||||||||||
| Wealthspire Advisors, LLC | 94.727 $ | |||||||||||
| McMillan Office, Inc. | 51.147 $ | +7.073 $ | +16,0 % | 44.074 $ | -5.099 $ | -10,4 % | 49.173 $ | |||||
| Main Management LLC | 50 $ | -34.950 $ | -99,9 % | 35.000 $ | +34.892 $ | +32.307,4 % | 108 $ | +96 $ | +800,0 % | |||
| Coston, McIsaac & Partners | 34.000 $ | +5.000 $ | +17,2 % | 29.000 $ | -4.000 $ | -12,1 % | 33.000 $ | +0 $ | +0,0 % | 33.000 $ | +2.000 $ | +6,5 % |
| Financial Gravity Asset Management, Inc. | 38 $ | |||||||||||
| VSM Wealth Advisory, LLC | 0 $ | +0 $ | 0 $ | |||||||||
| 46.990.093 $ | -145.053.103 $ | +1,2 % | 191.429.666 $ | -5.676.239 $ | +26,9 % | 200.291.472 $ | +7.762.048 $ | +4.619,0 % | 191.695.152 $ | +2.000.884 $ | +136,3 % | |