| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 41.589.951 $ | +3.730.061 $ | +6,5 % | 37.503.216 $ | +3.091.519 $ | +2,6 % | 33.811.886 $ | -7.795.895 $ | -5,4 % | |
| STANCE CAPITAL LLC | 17.167.547 $ | +2.202.454 $ | +14,7 % | 14.965.093 $ | +354.707 $ | +2,4 % | 14.610.386 $ | -744.615 $ | -4,8 % |
| Robertson Stephens Wealth Management, LLC | 16.950.701 $ | +1.247.366 $ | +7,9 % | 15.703.335 $ | +9.315.388 $ | +145,8 % | 6.387.947 $ | -620.432 $ | -8,9 % |
| BlackRock, Inc. | 1.056.249 $ | +124.807 $ | +13,4 % | 931.442 $ | -5.850.900 $ | -86,3 % | 6.782.342 $ | -7.078.948 $ | -51,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.263.118 $ | +175.673 $ | +8,4 % | 2.087.445 $ | +27.682 $ | +1,3 % | 2.059.763 $ | +80.954 $ | +4,1 % |
| GTS SECURITIES LLC | 377.273 $ | -372.132 $ | -49,7 % | 749.405 $ | -984.778 $ | -56,8 % | 1.734.183 $ | +816.123 $ | +88,9 % |
| LPL Financial LLC | 741.023 $ | +140.881 $ | +23,5 % | 600.142 $ | +85.580 $ | +16,6 % | 514.562 $ | -2.282 $ | -0,4 % |
| Ausdal Financial Partners, Inc. | 660.916 $ | +78.094 $ | +13,4 % | 582.822 $ | |||||
| Cetera Investment Advisers | 480.464 $ | +56.773 $ | +13,4 % | 423.691 $ | +10.257 $ | +2,5 % | 413.434 $ | -1.138 $ | -0,3 % |
| Mesirow Financial Investment Management, Inc. | 385.133 $ | +45.508 $ | +13,4 % | 339.625 $ | +122.314 $ | +56,3 % | 217.311 $ | -108.064 $ | -33,2 % |
| HRT FINANCIAL LP | 242.000 $ | -10.000 $ | -4,0 % | 252.000 $ | |||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 249.311 $ | ||||||||
| COMMONWEALTH EQUITY SERVICES, LLC | 231.080 $ | +27.310 $ | +13,4 % | 203.770 $ | |||||
| IHT Wealth Management, LLC | 218.367 $ | ||||||||
| Mayflower Financial Advisors, LLC | 205.465 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 201.523 $ | ||||||||
| LANARK FINANCIAL, INC. | 187.976 $ | +22.211 $ | +13,4 % | 165.765 $ | +4.013 $ | +2,5 % | 161.752 $ | ||
| MORGAN STANLEY | 130.173 $ | -42.456 $ | -24,6 % | 172.629 $ | +4.179 $ | +2,5 % | 168.450 $ | +2.387 $ | +1,4 % |
| FMR LLC | 142.266 $ | +16.810 $ | +13,4 % | 125.456 $ | +3.038 $ | +2,5 % | 122.418 $ | +1.734 $ | +1,4 % |
| HORIZON FINANCIAL SERVICES, LLC | 86.577 $ | +10.230 $ | +13,4 % | 76.347 $ | +1.849 $ | +2,5 % | 74.498 $ | +1.055 $ | +1,4 % |
| CIBC Private Wealth Group LLC | 33.332 $ | +472 $ | +1,4 % | ||||||
| WELLS FARGO & COMPANY/MN | 25.404 $ | ||||||||
| Geneos Wealth Management Inc. | 25.263 $ | +2.985 $ | +13,4 % | 22.278 $ | +538 $ | +2,5 % | 21.740 $ | +308 $ | +1,4 % |
| Arax Advisory Partners | 22.658 $ | +2.677 $ | +13,4 % | 19.981 $ | |||||
| CWM, LLC | 21.652 $ | +652 $ | +3,1 % | 21.000 $ | +0 $ | +0,0 % | |||
| Golden State Wealth Management, LLC | 17.728 $ | +164 $ | +0,9 % | 17.564 $ | +249 $ | +1,4 % | |||
| OSAIC HOLDINGS, INC. | 15.699 $ | +870 $ | +5,9 % | 14.829 $ | -968 $ | -6,1 % | 15.797 $ | +312 $ | +2,0 % |
| UBS Group AG | 2.377 $ | -2.196 $ | -48,0 % | 4.573 $ | -144.010 $ | -96,9 % | |||
| JNBA Financial Advisors | 3 $ | ||||||||
| 41.589.951 $ | +3.730.061 $ | +6,5 % | 37.503.216 $ | +3.091.519 $ | +2,6 % | 33.811.886 $ | -7.795.895 $ | -5,4 % | |