| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 223.171.612 $ | +85.100.963 $ | +178,3 % | 133.461.107 $ | +21.243.083 $ | +2,5 % | 109.953.338 $ | +3.522.339 $ | +5.731,2 % | 101.864.820 $ | +23.404.898 $ | +1.552,1 % | |
| LPL Financial LLC | 109.873.376 $ | +37.225.190 $ | +51,2 % | 72.648.186 $ | +12.930.512 $ | +21,7 % | 59.717.674 $ | -4.359.896 $ | -6,8 % | 64.077.570 $ | +19.770.297 $ | +44,6 % |
| OSAIC HOLDINGS, INC. | 28.681.649 $ | +21.119.836 $ | +279,3 % | 7.561.813 $ | +443.267 $ | +6,2 % | 7.118.546 $ | +2.045.137 $ | +40,3 % | 5.073.409 $ | +1.645.341 $ | +48,0 % |
| Crumly & Associates Inc. | 20.955.465 $ | +1.200.183 $ | +6,1 % | 19.755.282 $ | +5.840.860 $ | +42,0 % | 13.914.422 $ | +822.148 $ | +6,3 % | 13.092.274 $ | +1.240.425 $ | +10,5 % |
| RAYMOND JAMES FINANCIAL INC | 6.623.880 $ | +2.733.724 $ | +70,3 % | 3.890.156 $ | +391.359 $ | +11,2 % | 3.498.797 $ | +2.598.733 $ | +288,7 % | 900.064 $ | +874.020 $ | +3.355,9 % |
| STIFEL FINANCIAL CORP | 6.391.667 $ | +4.027.327 $ | +170,3 % | 2.364.340 $ | +518.610 $ | +28,1 % | 1.845.730 $ | |||||
| Cetera Investment Advisers | 6.315.105 $ | +2.717.600 $ | +75,5 % | 3.597.505 $ | +1.472.744 $ | +69,3 % | 2.124.761 $ | +899.136 $ | +73,4 % | 1.225.625 $ | +311.638 $ | +34,1 % |
| WELLS FARGO & COMPANY/MN | 5.854.596 $ | +5.634.499 $ | +2.560,0 % | 220.097 $ | -7.575 $ | -3,3 % | 227.672 $ | |||||
| Empire Financial Management Company, LLC | 4.391.375 $ | +80.414 $ | +1,9 % | 4.310.961 $ | +117.203 $ | +2,8 % | 4.193.758 $ | +72.948 $ | +1,8 % | 4.120.810 $ | +301.465 $ | +7,9 % |
| SeaCrest Wealth Management, LLC | 3.578.896 $ | +609.356 $ | +20,5 % | 2.969.540 $ | +143.602 $ | +5,1 % | 2.825.938 $ | +121.973 $ | +4,5 % | 2.703.965 $ | +377.924 $ | +16,2 % |
| Key Client Fiduciary Advisors, LLC | 2.959.264 $ | +788.196 $ | +36,3 % | 2.171.068 $ | +398.536 $ | +22,5 % | 1.772.532 $ | +758.555 $ | +74,8 % | 1.013.977 $ | +403.702 $ | +66,2 % |
| Rockefeller Capital Management L.P. | 2.105.085 $ | -27.822 $ | -1,3 % | 2.132.907 $ | -135.223 $ | -6,0 % | 2.268.130 $ | -70.211 $ | -3,0 % | 2.338.341 $ | -1.057.977 $ | -31,2 % |
| Ausdal Financial Partners, Inc. | 2.071.155 $ | +787.645 $ | +61,4 % | 1.283.510 $ | ||||||||
| ENVESTNET ASSET MANAGEMENT INC | 1.982.148 $ | +1.165.031 $ | +142,6 % | 817.117 $ | +251.321 $ | +44,4 % | 565.796 $ | +19.045 $ | +3,5 % | 546.751 $ | +273.186 $ | +99,9 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.911.630 $ | +652.480 $ | +51,8 % | 1.259.150 $ | -484.270 $ | -27,8 % | 1.743.420 $ | +35.420 $ | +2,1 % | 1.708.000 $ | +218.000 $ | +14,6 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.811.802 $ | +466.267 $ | +34,7 % | 1.345.535 $ | +18.101 $ | +1,4 % | 1.327.434 $ | -65.476 $ | -4,7 % | 1.392.910 $ | +157.374 $ | +12,7 % |
| CITADEL ADVISORS LLC | 1.627.386 $ | +1.301.328 $ | +399,1 % | 326.058 $ | ||||||||
| ROYAL BANK OF CANADA | 1.480.000 $ | +1.398.000 $ | +1.704,9 % | 82.000 $ | -426.000 $ | -83,9 % | 508.000 $ | +345.000 $ | +211,7 % | 163.000 $ | -1.543.000 $ | -90,4 % |
| Farmers & Merchants Trust Co of Long Beach | 1.283.487 $ | +293.007 $ | +29,6 % | 990.480 $ | -4.022 $ | -0,4 % | 994.502 $ | -34.633 $ | -3,4 % | 1.029.135 $ | +251.241 $ | +32,3 % |
| TRUIST FINANCIAL CORP | 1.254.350 $ | +448.069 $ | +55,6 % | 806.281 $ | +198.743 $ | +32,7 % | 607.538 $ | |||||
| PRINCIPAL SECURITIES, INC. | 1.195.619 $ | +803.227 $ | +204,7 % | 392.392 $ | +130.508 $ | +49,8 % | 261.884 $ | +32.606 $ | +14,2 % | 229.278 $ | ||
| MML INVESTORS SERVICES, LLC | 955.446 $ | |||||||||||
| CHILTON INVESTMENT CO INC. | 784.698 $ | +435.739 $ | +124,9 % | 348.959 $ | +129.388 $ | +58,9 % | 219.571 $ | |||||
| JANE STREET GROUP, LLC | 232.900 $ | -526.022 $ | -69,3 % | 758.922 $ | +277.266 $ | +57,6 % | ||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 749.724 $ | +210.120 $ | +38,9 % | 539.604 $ | +71.157 $ | +15,2 % | 468.447 $ | |||||
| Cornerstone Wealth Management, LLC | 740.043 $ | |||||||||||
| OPPENHEIMER & CO INC | 574.847 $ | +189.283 $ | +49,1 % | 385.564 $ | -62.346 $ | -13,9 % | 447.910 $ | |||||
| PKS Advisory Services, LLC | 559.390 $ | |||||||||||
| Integrated Wealth Concepts LLC | 548.368 $ | |||||||||||
| Kestra Advisory Services, LLC | 535.176 $ | |||||||||||
| Equitable Holdings, Inc. | 506.939 $ | +142.744 $ | +39,2 % | 364.195 $ | ||||||||
| NWF Advisory Services Inc. | 500.939 $ | |||||||||||
| Focus Partners Wealth | 471.850 $ | +9.037 $ | +2,0 % | 462.813 $ | +11.149 $ | +2,5 % | 451.664 $ | |||||
| Prospera Financial Services Inc | 448.316 $ | +118.641 $ | +36,0 % | 329.675 $ | -62 $ | -0,0 % | 329.737 $ | |||||
| NorthCoast Asset Management LLC | 425.766 $ | +33.656 $ | +8,6 % | |||||||||
| Steward Partners Investment Advisory, LLC | 400.182 $ | +176.044 $ | +78,5 % | 224.138 $ | +63.224 $ | +39,3 % | 160.914 $ | +11.694 $ | +7,8 % | 149.220 $ | ||
| PRIVATE TRUST CO NA | 378.578 $ | +229.973 $ | +154,8 % | 148.605 $ | -3.827 $ | -2,5 % | 152.432 $ | -24.103 $ | -13,7 % | 176.535 $ | +31.503 $ | +21,7 % |
| National Philanthropic Trust | 359.172 $ | +2.717 $ | +0,8 % | 356.455 $ | ||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 343.771 $ | |||||||||||
| Balboa Wealth Partners | 340.676 $ | +90.152 $ | +36,0 % | 250.524 $ | -57.438 $ | -18,7 % | 307.962 $ | +14.075 $ | +4,8 % | 293.887 $ | +52.153 $ | +21,6 % |
| Sequoia Financial Advisors, LLC | 333.248 $ | +2.515 $ | +0,8 % | 330.733 $ | +7.236 $ | +2,2 % | 323.497 $ | +14.054 $ | +4,5 % | 309.443 $ | +23.691 $ | +8,3 % |
| Independent Advisor Alliance | 293.029 $ | |||||||||||
| QUANTIFY CHAOS ADVISORS, LLC | 237.361 $ | +4.537 $ | +1,9 % | 232.824 $ | +5.608 $ | +2,5 % | 227.216 $ | |||||
| GTS SECURITIES LLC | 228.855 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 226.290 $ | |||||||||||
| WealthCare Investment Partners, LLC | 219.296 $ | +7.464 $ | +3,5 % | 211.832 $ | +470 $ | +0,2 % | 211.362 $ | |||||
| J.W. COLE ADVISORS, INC. | 214.492 $ | |||||||||||
| DEFINE FINANCIAL, LLC | 202.523 $ | |||||||||||
| UBS Group AG | 21.558 $ | +15.984 $ | +286,8 % | 5.574 $ | -174.648 $ | -96,9 % | 180.222 $ | +18.422 $ | +11,4 % | |||
| CENTAURUS FINANCIAL, INC. | 168.000 $ | |||||||||||
| JPMORGAN CHASE & CO | 36.200 $ | +1.631 $ | +4,7 % | 34.569 $ | -424 $ | -1,2 % | 34.993 $ | -31.953 $ | -47,7 % | 66.946 $ | ||
| AlphaCore Capital LLC | 54.884 $ | +414 $ | +0,8 % | 54.470 $ | +20.463 $ | +60,2 % | 34.007 $ | +1.478 $ | +4,5 % | 32.529 $ | +2.490 $ | +8,3 % |
| FMR LLC | 2.453 $ | +673 $ | +37,8 % | 1.780 $ | -38.165 $ | -95,5 % | 39.945 $ | +39.917 $ | +142.560,7 % | |||
| AE Wealth Management LLC | 35.881 $ | |||||||||||
| Strengthening Families & Communities, LLC | 31.637 $ | +8.372 $ | +36,0 % | 23.265 $ | -560 $ | -2,4 % | 23.825 $ | -391 $ | -1,6 % | 24.216 $ | +2.621 $ | +12,1 % |
| MORGAN STANLEY | 31.452 $ | +17.501 $ | +125,4 % | 13.951 $ | -299 $ | -2,1 % | 14.250 $ | -183 $ | -1,3 % | 14.433 $ | +14.388 $ | +31.973,3 % |
| Golden State Wealth Management, LLC | 21.601 $ | +2.338 $ | +12,1 % | |||||||||
| WOLFF WIESE MAGANA LLC | 15.288 $ | +4.046 $ | +36,0 % | 11.242 $ | ||||||||
| Advisors Asset Management, Inc. | 13.582 $ | +9.819 $ | +260,9 % | 3.763 $ | -97 $ | -2,5 % | 3.860 $ | |||||
| HARBOUR INVESTMENTS, INC. | 7.707 $ | |||||||||||
| CWM, LLC | 2.323 $ | |||||||||||
| 223.171.612 $ | +85.100.963 $ | +178,3 % | 133.461.107 $ | +21.243.083 $ | +2,5 % | 109.953.338 $ | +3.522.339 $ | +5.731,2 % | 101.864.820 $ | +23.404.898 $ | +1.552,1 % | |