| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 269.625.192 $ | +15.664.951 $ | +6,5 % | 826.789.381 $ | +52.267.629 $ | +9,5 % | 907.099.445 $ | -367.609.338 $ | -12,9 % | 1.274.708.783 $ | +327.920.678 $ | +31,9 % | |
| JPMORGAN CHASE & CO | 237.937.574 $ | +9.669.539 $ | +4,2 % | 228.268.035 $ | -265.214.967 $ | -53,7 % | 493.483.002 $ | +255.862.045 $ | +107,7 % | |||
| LPL Financial LLC | 139.962.481 $ | +7.874.331 $ | +6,0 % | 132.088.150 $ | -70.413.933 $ | -34,8 % | 202.502.083 $ | +4.593.609 $ | +2,3 % | |||
| MORGAN STANLEY | 175.552.192 $ | +3.311.700 $ | +1,9 % | 172.240.492 $ | -14.904.214 $ | -8,0 % | 187.144.706 $ | +17.437.597 $ | +10,3 % | |||
| Rockwood Wealth Management, LLC | 119.419.539 $ | +4.824.621 $ | +4,2 % | 114.594.918 $ | +4.335.804 $ | +3,9 % | 110.259.114 $ | +7.848.111 $ | +7,7 % | 102.411.003 $ | +6.481.674 $ | +6,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 58.599.303 $ | -41.267.833 $ | -41,3 % | 99.867.136 $ | +5.347.983 $ | +5,7 % | ||||||
| Resonant Capital Advisors, LLC | 90.891.579 $ | +6.989.394 $ | +8,3 % | 83.902.185 $ | +14.801.834 $ | +21,4 % | 69.100.351 $ | -229.463 $ | -0,3 % | 69.329.814 $ | +7.344.570 $ | +11,8 % |
| BANK OF AMERICA CORP /DE/ | 74.840.031 $ | +12.274.421 $ | +19,6 % | 62.565.610 $ | +6.176.347 $ | +11,0 % | 56.389.263 $ | -3.341.266 $ | -5,6 % | |||
| CAPTRUST FINANCIAL ADVISORS | 73.978.390 $ | +10.396.614 $ | +16,4 % | 63.581.776 $ | +34.194.466 $ | +116,4 % | ||||||
| Clearwater Capital Advisors, LLC | 59.314.074 $ | +3.850.936 $ | +6,9 % | |||||||||
| 269.625.192 $ | +15.664.951 $ | +6,5 % | 826.789.381 $ | +52.267.629 $ | +9,5 % | 907.099.445 $ | -367.609.338 $ | -12,9 % | 1.274.708.783 $ | +327.920.678 $ | +31,9 % | |