| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 43.818.123 $ | +18.181.728 $ | +237,8 % | 134.464.110 $ | +10.072.016 $ | +16,9 % | 126.936.947 $ | -1.570.981 $ | -1,7 % | 162.461.834 $ | +10.928.996 $ | +6,9 % | |
| AMERIPRISE FINANCIAL INC | 43.156.405 $ | +1.657.190 $ | +4,0 % | |||||||||
| MORGAN STANLEY | 26.831.889 $ | -4.703.143 $ | -14,9 % | 31.535.032 $ | +981.368 $ | +3,2 % | 30.553.664 $ | +2.963.677 $ | +10,7 % | |||
| LPL Financial LLC | 28.005.870 $ | -398.785 $ | -1,4 % | 28.404.655 $ | +1.431.069 $ | +5,3 % | 26.973.586 $ | +3.296.401 $ | +13,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 20.464.878 $ | +6.718.182 $ | +48,9 % | 13.746.696 $ | +1.406.081 $ | +11,4 % | 12.340.615 $ | +367.588 $ | +3,1 % | |||
| Strategic Advocates LLC | 19.168.888 $ | +979.271 $ | +5,4 % | 18.189.617 $ | +1.786.029 $ | +10,9 % | ||||||
| Alliance Wealth Advisors, LLC /UT | 16.981.446 $ | +4.770.302 $ | +39,1 % | 12.211.144 $ | +4.962.898 $ | +68,5 % | ||||||
| Mariner, LLC | 10.612.556 $ | -178.870 $ | -1,7 % | 10.791.426 $ | -5.957.091 $ | -35,6 % | 16.748.517 $ | +992.361 $ | +6,3 % | |||
| Legacies Wealth LLC | 15.448.473 $ | +3.552.835 $ | +29,9 % | 11.895.638 $ | +2.458.679 $ | +26,1 % | 9.436.959 $ | +234.460 $ | +2,5 % | |||
| BANK OF AMERICA CORP /DE/ | 14.721.019 $ | +867.728 $ | +6,3 % | 13.853.291 $ | -646.139 $ | -4,5 % | 14.499.430 $ | -134.250 $ | -0,9 % | |||
| St. Louis Trust Co | 11.388.204 $ | +9.858.591 $ | +644,5 % | |||||||||
| Steward Partners Investment Advisory, LLC | 9.721.116 $ | +345.327 $ | +3,7 % | |||||||||
| 43.818.123 $ | +18.181.728 $ | +237,8 % | 134.464.110 $ | +10.072.016 $ | +16,9 % | 126.936.947 $ | -1.570.981 $ | -1,7 % | 162.461.834 $ | +10.928.996 $ | +6,9 % | |