| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 57.853.504 $ | +49.616.814 $ | +787,7 % | 47.799.058 $ | -1.923.282 $ | +184,8 % | 54.264.480 $ | +9.570.385 $ | +63,0 % | 18.490.662 $ | +1.418.616 $ | +3,2 % | |
| Jackson Wealth Management, LLC | 53.377.000 $ | +52.093.000 $ | +4.057,1 % | 1.284.000 $ | -3.031.000 $ | -70,2 % | 4.315.000 $ | +2.484.000 $ | +135,7 % | 1.831.000 $ | -269.000 $ | -12,8 % |
| Coastwise Capital Group, LLC | 23.864.649 $ | -504.457 $ | -2,1 % | 24.369.106 $ | ||||||||
| Fairfield Financial Advisors, LTD | 15.310.728 $ | -297.687 $ | -1,9 % | 15.608.415 $ | +8.986.650 $ | +135,7 % | 6.621.765 $ | +1.734.495 $ | +35,5 % | |||
| Kohmann Bosshard Financial Services, LLC | 4.489.140 $ | -1.946.733 $ | -30,2 % | 6.435.873 $ | ||||||||
| Game Plan Financial Advisors, LLC | 1.000.000 $ | -2.219.471 $ | -68,9 % | 3.219.471 $ | +1.515.537 $ | +88,9 % | 1.703.934 $ | |||||
| Redwood Wealth Management Group, LLC | 2.335.834 $ | -427.546 $ | -15,5 % | 2.763.380 $ | +199.250 $ | +7,8 % | 2.564.130 $ | +20.483 $ | +0,8 % | |||
| Garton & Associates Financial Advisors LLC | 1.258.832 $ | +1.181.439 $ | +1.526,5 % | 77.393 $ | ||||||||
| Price Financial Group Wealth Management, Inc | 1.233.720 $ | |||||||||||
| Wealthspire Advisors, LLC | 1.006.142 $ | |||||||||||
| Westside Investment Management, Inc. | 111.085 $ | -286.059 $ | -72,0 % | 397.144 $ | -360.000 $ | -47,5 % | 757.144 $ | -230.000 $ | -23,3 % | 987.144 $ | -66.684 $ | -6,3 % |
| Point Nemo Capital, LLC | 800.804 $ | |||||||||||
| Byrne Asset Management LLC | 158.125 $ | +29.725 $ | +23,2 % | 128.400 $ | +432 $ | +0,3 % | 127.968 $ | +77.218 $ | +152,2 % | 50.750 $ | -678 $ | -1,3 % |
| Vermillion Wealth Management, Inc. | 111.506 $ | |||||||||||
| Fortune Financial Group, Inc. | 52.619 $ | -381 $ | -0,7 % | 53.000 $ | ||||||||
| Alaska Permanent Fund Corp | 2.503 $ | |||||||||||
| 57.853.504 $ | +49.616.814 $ | +787,7 % | 47.799.058 $ | -1.923.282 $ | +184,8 % | 54.264.480 $ | +9.570.385 $ | +63,0 % | 18.490.662 $ | +1.418.616 $ | +3,2 % | |