| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 3.998.807 $ | +651.369 $ | +45,1 % | 1.443.638 $ | +674.298 $ | +87,6 % | 42.322.177 $ | +63.225 $ | +9,0 % | 706.115 $ | +497.886 $ | +239,1 % | |
| Vestwell Advisors, LLC | 41.524.213 $ | |||||||||||
| FULTON BANK, N.A. | 2.095.007 $ | +651.369 $ | +45,1 % | 1.443.638 $ | +674.298 $ | +87,6 % | 769.340 $ | +63.225 $ | +9,0 % | 706.115 $ | +497.886 $ | +239,1 % |
| FMR LLC | 1.903.800 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 28.624 $ | |||||||||||
| 3.998.807 $ | +651.369 $ | +45,1 % | 1.443.638 $ | +674.298 $ | +87,6 % | 42.322.177 $ | +63.225 $ | +9,0 % | 706.115 $ | +497.886 $ | +239,1 % | |