| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 680.684.952 $ | +113.920.595 $ | +391,4 % | 566.491.248 $ | +45.161.507 $ | +64,3 % | 522.123.989 $ | +34.710.671 $ | +46,1 % | |
| ENVESTNET ASSET MANAGEMENT INC | 319.047.384 $ | +53.841.474 $ | +20,3 % | 265.205.910 $ | +24.507.061 $ | +10,2 % | 240.698.849 $ | +11.568.070 $ | +5,0 % |
| LPL Financial LLC | 157.677.476 $ | +23.876.744 $ | +17,8 % | 133.800.732 $ | +14.344.827 $ | +12,0 % | 119.455.905 $ | +10.683.309 $ | +9,8 % |
| Cetera Investment Advisers | 129.791.443 $ | +20.900.080 $ | +19,2 % | 108.891.363 $ | +10.041.093 $ | +10,2 % | 98.850.270 $ | +9.623.224 $ | +10,8 % |
| Baird Financial Group, Inc. | 32.787.914 $ | +10.156.296 $ | +44,9 % | 22.631.618 $ | +1.327.767 $ | +6,2 % | 21.303.851 $ | +846.834 $ | +4,1 % |
| Envestnet Portfolio Solutions, Inc. | 2.250.672 $ | +357.371 $ | +18,9 % | 1.893.301 $ | -9.024.568 $ | -82,7 % | 10.917.869 $ | +9.574.008 $ | +712,4 % |
| BENJAMIN EDWARDS INC | 6.860.146 $ | +584.079 $ | +9,3 % | 6.276.067 $ | +129.065 $ | +2,1 % | 6.147.002 $ | +257.780 $ | +4,4 % |
| TRUIST FINANCIAL CORP | 6.618.677 $ | +757.587 $ | +12,9 % | 5.861.090 $ | +229.662 $ | +4,1 % | 5.631.428 $ | +618.365 $ | +12,3 % |
| JANE STREET GROUP, LLC | 4.943.460 $ | +2.449.207 $ | +98,2 % | 2.494.253 $ | +2.194.222 $ | +731,3 % | 300.031 $ | -2.928.949 $ | -90,7 % |
| PRINCIPAL SECURITIES, INC. | 2.493.376 $ | +41.471 $ | +1,7 % | 2.451.905 $ | -1.443.136 $ | -37,1 % | 3.895.041 $ | -1.325.844 $ | -25,4 % |
| CITADEL ADVISORS LLC | 2.600.788 $ | -621.548 $ | -19,3 % | 3.222.336 $ | +2.131.316 $ | +195,4 % | 1.091.020 $ | -2.007.302 $ | -64,8 % |
| Sanctuary Advisors, LLC | 2.724.251 $ | +1.004.979 $ | +58,5 % | 1.719.272 $ | +520.126 $ | +43,4 % | 1.199.146 $ | +852.483 $ | +245,9 % |
| SigFig Wealth Management, LLC | 2.588.241 $ | +207.326 $ | +8,7 % | 2.380.915 $ | +40.999 $ | +1,8 % | 2.339.916 $ | ||
| AlphaStar Capital Management, LLC | 2.093.921 $ | +231.728 $ | +12,4 % | 1.862.193 $ | +13.085 $ | +0,7 % | 1.849.108 $ | +135.309 $ | +7,9 % |
| VestGen Advisors, LLC | 1.907.576 $ | +15.568 $ | +0,8 % | 1.892.008 $ | |||||
| MML INVESTORS SERVICES, LLC | 1.220.025 $ | -209.689 $ | -14,7 % | 1.429.714 $ | -136.486 $ | -8,7 % | 1.566.200 $ | +214.899 $ | +15,9 % |
| VestGen Investment Management | 1.559.047 $ | +164.097 $ | +11,8 % | 1.394.950 $ | +80.699 $ | +6,1 % | 1.314.251 $ | +57.526 $ | +4,6 % |
| Virtu Financial LLC | 1.427.000 $ | ||||||||
| NewEdge Wealth, LLC | 403.081 $ | -128.897 $ | -24,2 % | 531.978 $ | -53.436 $ | -9,1 % | 585.414 $ | +3.315 $ | +0,6 % |
| FLOW TRADERS U.S. LLC | 580.000 $ | +24.000 $ | +4,3 % | ||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 517.191 $ | -3.758.525 $ | -87,9 % | ||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 476.980 $ | +45.900 $ | +10,6 % | 431.080 $ | -19.310 $ | -4,3 % | 450.390 $ | ||
| Garden State Investment Advisory Services LLC | 212.345 $ | -228.252 $ | -51,8 % | 440.597 $ | +112.168 $ | +34,2 % | |||
| GOLDMAN SACHS GROUP INC | 425.829 $ | +46.776 $ | +12,3 % | 379.053 $ | -9.412 $ | -2,4 % | 388.465 $ | ||
| US BANCORP \DE\ | 386.083 $ | +147.110 $ | +61,6 % | 238.973 $ | +205.710 $ | +618,4 % | 33.263 $ | ||
| Concorde Asset Management, LLC | 363.216 $ | ||||||||
| MORGAN STANLEY | 320.074 $ | ||||||||
| World Investment Advisors | 304.649 $ | +84.284 $ | +38,2 % | 220.365 $ | |||||
| Ausdal Financial Partners, Inc. | 247.590 $ | -12.721 $ | -4,9 % | 260.311 $ | -37.458 $ | -12,6 % | 297.769 $ | ||
| HARBOUR INVESTMENTS, INC. | 288.561 $ | +32.644 $ | +12,8 % | 255.917 $ | +199.895 $ | +356,8 % | 56.022 $ | +2.188 $ | +4,1 % |
| J.W. COLE ADVISORS, INC. | 284.467 $ | +13.566 $ | +5,0 % | ||||||
| LOCKERMAN FINANCIAL GROUP, INC. | 206.704 $ | -5.133 $ | -2,4 % | 211.837 $ | +8.874 $ | +4,4 % | |||
| OSAIC HOLDINGS, INC. | 197.835 $ | +167.074 $ | +543,1 % | 30.761 $ | +13.736 $ | +80,7 % | |||
| Rossby Financial, LCC | 99.728 $ | -35.754 $ | -26,4 % | 135.482 $ | -39.161 $ | -22,4 % | 174.643 $ | +136.255 $ | +354,9 % |
| IFP Advisors, Inc | 55.912 $ | +6.470 $ | +13,1 % | 49.442 $ | -335 $ | -0,7 % | 49.777 $ | +1.942 $ | +4,1 % |
| UBS Group AG | 36.597 $ | +32.500 $ | +793,3 % | 4.097 $ | -49.122 $ | -92,3 % | |||
| JPMORGAN CHASE & CO | 36.341 $ | ||||||||
| ROYAL BANK OF CANADA | 15.000 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 14.568 $ | -170 $ | -1,2 % | 14.738 $ | |||||
| Arax Advisory Partners | 10.642 $ | ||||||||
| Steward Partners Investment Advisory, LLC | 6.106 $ | +6.048 $ | +10.427,6 % | 58 $ | |||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.099 $ | +500 $ | +13,9 % | 3.599 $ | |||||
| Physician Wealth Advisors, Inc. | 1.302 $ | +143 $ | +12,3 % | 1.159 $ | -29 $ | -2,4 % | 1.188 $ | -2.824 $ | -70,4 % |
| 680.684.952 $ | +113.920.595 $ | +391,4 % | 566.491.248 $ | +45.161.507 $ | +64,3 % | 522.123.989 $ | +34.710.671 $ | +46,1 % | |