| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 111.013.085 $ | -20.274.092 $ | 132.632.247 $ | +1.770.478 $ | 6.187.439 $ | +112.066 $ | 4.701.794 $ | ||
| Seed Wealth Management, Inc. | 37.689.556 $ | -376.312 $ | 38.065.868 $ | |||||
| Relyea Zuckerberg Hanson LLC | 33.122.351 $ | +569.773 $ | 32.552.578 $ | |||||
| Almanack Investment Partners, LLC. | 1.346.945 $ | -25.205.223 $ | 26.552.168 $ | |||||
| Sageworth Trust Co | 9.803.268 $ | |||||||
| AQR CAPITAL MANAGEMENT LLC | 8.370.161 $ | |||||||
| Empowered Funds, LLC | 7.571.063 $ | +5.938.318 $ | 1.632.745 $ | +1.338.826 $ | 293.919 $ | |||
| Kesler, Norman & Wride, LLC | 6.543.260 $ | |||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6.156.549 $ | |||||||
| Financial Enhancement Group LLC | 2.639.395 $ | +120.533 $ | 2.518.862 $ | +175.974 $ | 2.342.888 $ | +376.983 $ | 1.965.905 $ | |
| QUARRY HILL ADVISORS, LLC | 2.125.019 $ | +43.017 $ | 2.082.002 $ | |||||
| GTS SECURITIES LLC | 1.066.379 $ | -1.015.628 $ | 2.082.007 $ | +650.281 $ | 1.431.726 $ | +357.230 $ | 1.074.496 $ | |
| JPL Wealth Management, LLC | 1.952.256 $ | +39.519 $ | 1.912.737 $ | |||||
| Creative Planning | 1.747.393 $ | +31.378 $ | 1.716.015 $ | |||||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.338.203 $ | +27.089 $ | 1.311.114 $ | |||||
| HighTower Advisors, LLC | 1.321.275 $ | |||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 206.134 $ | -460.240 $ | 666.374 $ | +77.513 $ | 588.861 $ | -706.407 $ | 1.295.268 $ | |
| L.K. Benson & Company, P.C. | 1.291.632 $ | +26.146 $ | 1.265.486 $ | |||||
| Ledyard National Bank | 1.167.520 $ | -57.351 $ | 1.224.871 $ | |||||
| Schiavi & Co LLC | 1.066.953 $ | +21.599 $ | 1.045.354 $ | |||||
| JANE STREET GROUP, LLC | 370.591 $ | -501.591 $ | 872.182 $ | |||||
| Meredith Wealth Planning | 511.617 $ | |||||||
| Farther Finance Advisors, LLC | 413.190 $ | -15.917 $ | 429.107 $ | +21.359 $ | 407.748 $ | +45.256 $ | 362.492 $ | |
| Focus Partners Wealth | 227.230 $ | +5.713 $ | 221.517 $ | +14.039 $ | 207.478 $ | |||
| Parkside Financial Bank & Trust | 196.233 $ | |||||||
| UBS Group AG | 70.134 $ | +33.420 $ | 36.714 $ | -5.923 $ | 42.637 $ | +39.004 $ | 3.633 $ | |
| One Degree Advisors Inc | 8.250 $ | |||||||
| M Holdings Securities, Inc. | 3.665 $ | +74 $ | 3.591 $ | |||||
| 111.013.085 $ | -20.274.092 $ | 132.632.247 $ | +1.770.478 $ | 6.187.439 $ | +112.066 $ | 4.701.794 $ | ||
Erweiterte Einstellungen
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