| Fonds | 2025/Q4 | ||
|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | |
| 45.440.779 $ | |||
| JPL Wealth Management, LLC | 11.313.822 $ | ||
| Ethos Financial Group, LLC | 4.955.208 $ | ||
| Seed Wealth Management, Inc. | 4.519.474 $ | ||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.109.088 $ | ||
| Meredith Wealth Planning | 4.008.976 $ | ||
| Ledyard National Bank | 3.386.649 $ | ||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2.147.691 $ | ||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.944.399 $ | ||
| Magnolia Private Wealth, LLC | 1.616.254 $ | ||
| QUARRY HILL ADVISORS, LLC | 994.825 $ | ||
| Family CFO Inc | 979.235 $ | ||
| Sherman Wealth Management LLC | 878.009 $ | ||
| Prairiewood Capital, LLC | 766.850 $ | ||
| CONTINUUM WEALTH ADVISORS, LLC | 761.497 $ | ||
| ROYAL BANK OF CANADA | 756.000 $ | ||
| Creative Planning | 703.362 $ | ||
| MilWealth Group LLC | 692.118 $ | ||
| Schiavi & Co LLC | 484.268 $ | ||
| ZWJ INVESTMENT COUNSEL INC | 251.777 $ | ||
| Farther Finance Advisors, LLC | 169.176 $ | ||
| M Holdings Securities, Inc. | 2.101 $ | ||
| 45.440.779 $ | |||