| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 39.051.650 $ | +3.688.616 $ | +36,1 % | 21.776.463 $ | +1.431.548 $ | +40,0 % | 21.198.971 $ | -2.653.472 $ | +38,5 % | |
| FULTON BANK, N.A. | 22.963.161 $ | +2.837.455 $ | +14,1 % | 20.125.706 $ | +1.476.113 $ | +7,9 % | 18.649.593 $ | -3.477.712 $ | -15,7 % |
| Park Place Capital Corp | 6.931.765 $ | ||||||||
| Wealthspire Advisors, LLC | 4.904.646 $ | ||||||||
| Ethos Financial Group, LLC | 1.948.673 $ | +820.665 $ | +72,8 % | 1.128.008 $ | -39.226 $ | -3,4 % | 1.167.234 $ | +832.540 $ | +248,7 % |
| KELLEHER FINANCIAL ADVISORS | 1.733.544 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 793.036 $ | ||||||||
| Garton & Associates Financial Advisors LLC | 58.125 $ | -186.912 $ | -76,3 % | 245.037 $ | |||||
| Coston, McIsaac & Partners | 126.000 $ | -113.000 $ | -47,3 % | 239.000 $ | +187.000 $ | +359,6 % | 52.000 $ | +26.000 $ | +100,0 % |
| Westside Investment Management, Inc. | 195.754 $ | +100.406 $ | +105,3 % | 95.348 $ | |||||
| Oakworth Capital, Inc. | 153.287 $ | +30.984 $ | +25,3 % | 122.303 $ | -5.126 $ | -4,0 % | 127.429 $ | +1.951 $ | +1,6 % |
| Motiv8 Investments LLC | 98.000 $ | ||||||||
| New Hampshire Trust | 58.368 $ | ||||||||
| Vermillion Wealth Management, Inc. | 36.697 $ | +3.565 $ | +10,8 % | ||||||
| NBT BANK, N.A. | 34.315 $ | ||||||||
| Archer Investment Corp | 16.440 $ | +8.541 $ | +108,1 % | 7.899 $ | -301 $ | -3,7 % | 8.200 $ | -302 $ | -3,6 % |
| Financial Gravity Companies, Inc. | 7.363 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 74 $ | +0 $ | +0,0 % | 74 $ | -35.949 $ | -99,8 % | |||
| Luminist Capital LLC | 5 $ | +0 $ | +0,0 % | ||||||
| RMG Wealth Management LLC | 0 $ | +0 $ | |||||||
| 39.051.650 $ | +3.688.616 $ | +36,1 % | 21.776.463 $ | +1.431.548 $ | +40,0 % | 21.198.971 $ | -2.653.472 $ | +38,5 % | |