| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 8.947.647 $ | -127.320 $ | +6,8 % | 4.732.723 $ | +273.690 $ | +1.104,3 % | 4.512.106 $ | +2.897.549 $ | +55,9 % | 1.579.621 $ | -3.856.218 $ | -13,5 % | |
| Clarity Asset Management, Inc. | 4.350.685 $ | |||||||||||
| Ethos Financial Group, LLC | 3.830.711 $ | -158.124 $ | -4,0 % | 3.988.835 $ | +105.133 $ | +2,7 % | 3.883.702 $ | +3.019.412 $ | +349,4 % | 864.290 $ | -3.886.479 $ | -81,8 % |
| Sterling Capital Management LLC | 475.196 $ | +9.203 $ | +2,0 % | 465.993 $ | -20.102 $ | -4,1 % | 486.095 $ | -32.213 $ | -6,2 % | 518.308 $ | +25.915 $ | +5,3 % |
| RICHARDSON FINANCIAL SERVICES INC. | 212.920 $ | +5.132 $ | +2,5 % | 207.788 $ | +120.470 $ | +138,0 % | 87.318 $ | -90.438 $ | -50,9 % | 177.756 $ | +3.530 $ | +2,0 % |
| Financial Gravity Companies, Inc. | 78.135 $ | +16.469 $ | +26,7 % | |||||||||
| Financial Gravity Asset Management, Inc. | 69.782 $ | +68.189 $ | +4.280,5 % | 1.593 $ | +1.593 $ | 0 $ | ||||||
| Motiv8 Investments LLC | 41.000 $ | |||||||||||
| United Community Bank | 12.060 $ | -780 $ | -6,1 % | 12.840 $ | +816 $ | +6,8 % | ||||||
| Vermillion Wealth Management, Inc. | 6.064 $ | |||||||||||
| ORG Partners LLC | 338 $ | -25 $ | -6,9 % | 363 $ | +0 $ | +0,0 % | ||||||
| Ascentis Independent Advisors | 325 $ | |||||||||||
| Ascentis Wealth Management, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||
| 8.947.647 $ | -127.320 $ | +6,8 % | 4.732.723 $ | +273.690 $ | +1.104,3 % | 4.512.106 $ | +2.897.549 $ | +55,9 % | 1.579.621 $ | -3.856.218 $ | -13,5 % | |