8/28/2025 | China Universal Asset Management Co. Ltd. | 14,402 | $623K | 0.1% | -38.4% | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 242,262 | $10.48M | 0.1% | +8.7% | 0.006% | |
8/26/2025 | Thrivent Financial for Lutherans | 488,391 | $21.09M | 0.0% | -88.0% | 0.012% | |
8/26/2025 | Claris Financial LLC | 8,238 | $356K | 0.3% | +36.2% | 0.000% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 94,544 | $4.09M | 0.4% | N/A | 0.002% | |
8/25/2025 | Silverlake Wealth Management LLC | 125,700 | $5.44M | 1.6% | +6.3% | 0.003% | |
8/22/2025 | Stance Capital LLC | 47,697 | $2.06M | 0.8% | N/A | 0.001% | |
8/21/2025 | Pathway Financial Advisers LLC | 99,889 | $4.32M | 1.4% | +1.2% | 0.002% | |
8/20/2025 | Thompson Davis & CO. Inc. | 9,515 | $412K | 0.2% | N/A | 0.000% | |
8/20/2025 | Kentucky Retirement Systems | 270,124 | $11.69M | 0.3% | -6.2% | 0.006% | |
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8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 114,646 | $4.96M | 0.3% | -6.5% | 0.003% | |
8/20/2025 | Monarch Capital Management Inc. | 42,479 | $1.84M | 0.5% | +4.7% | 0.001% | |
8/20/2025 | North Dallas Bank & Trust Co. | 8,600 | $372K | 0.3% | N/A | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 22,967 | $972K | 0.1% | +11.1% | 0.001% | |
8/19/2025 | Slocum Gordon & Co LLP | 127,436 | $5.51M | 4.4% | -1.7% | 0.003% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 19,467 | $842K | 0.1% | +6.2% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 20,287 | $878K | 0.3% | +2.5% | 0.000% | |
8/19/2025 | Marex Group plc | 16,172 | $700K | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 362,539 | $15.50M | 0.3% | +4.1% | 0.009% | |
8/19/2025 | Anchor Investment Management LLC | 115,702 | $5.01M | 0.4% | -1.6% | 0.003% | |
8/19/2025 | State of Wyoming | 4,075 | $176K | 0.0% | -45.5% | 0.000% | |
8/19/2025 | Asset Dedication LLC | 37,196 | $1.61M | 0.1% | +15.5% | 0.001% | |
8/19/2025 | Liontrust Investment Partners LLP | 188,477 | $8.16M | 0.1% | +80.5% | 0.004% | |
8/19/2025 | Pitcairn Co. | 20,199 | $874K | 0.1% | -58.0% | 0.000% | |
8/18/2025 | Tyler Stone Wealth Management | 26,618 | $1.15M | 0.2% | +58.2% | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 11,269 | $488K | 0.0% | +7.2% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 163,178 | $7.06M | 0.2% | +13.6% | 0.004% | |
8/18/2025 | V2 Financial group LLC | 14,930 | $646K | 0.4% | -12.3% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 54,752 | $2.37M | 0.0% | +9.0% | 0.001% | |
8/18/2025 | Kestra Investment Management LLC | 87,788 | $3.80M | 0.1% | -50.3% | 0.002% | |
8/18/2025 | Caxton Associates LLP | 41,644 | $1.80M | 0.0% | -2.3% | 0.001% | |
8/18/2025 | Wellington Capital Management Inc. | 15,269 | $661K | 0.9% | N/A | 0.000% | |
8/18/2025 | Rexford Capital Inc. | 6,923 | $300K | 0.2% | N/A | 0.000% | |
8/18/2025 | Pacific Center for Financial Services | 6,763 | $293K | 0.1% | -7.8% | 0.000% | |
8/16/2025 | Public Sector Pension Investment Board | 810,926 | $35.09M | 0.1% | -4.9% | 0.019% | |
8/16/2025 | Evergreen Capital Management LLC | 48,308 | $2.09M | 0.1% | +20.6% | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 7,476 | $323K | 0.0% | N/A | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 70,549 | $3.04M | 0.3% | -2.4% | 0.002% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 5,388,737 | $233.46M | 0.4% | +2.4% | 0.128% | |
8/15/2025 | 44 Wealth Management LLC | 73,398 | $3.18M | 1.1% | -9.4% | 0.002% | |
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8/15/2025 | Tower Research Capital LLC TRC | 103,652 | $4.49M | 0.1% | -61.8% | 0.002% | |
8/15/2025 | Front Street Capital Management Inc. | 7,185 | $311K | 0.1% | -9.2% | 0.000% | |
8/15/2025 | Security National Bank of Sioux City Iowa IA | 47,578 | $2.06M | 1.4% | +2.3% | 0.001% | |
8/15/2025 | MUFG Securities EMEA plc | 12,458 | $539K | 0.0% | N/A | 0.000% | |
8/15/2025 | Howland Capital Management LLC | 8,443 | $365K | 0.0% | -2.7% | 0.000% | |
8/15/2025 | Security National Bank of SO Dak | 37,506 | $1.62M | 0.9% | -1.1% | 0.001% | |
8/15/2025 | U S Wealth Group LLC. | 54,730 | $2.37M | 1.8% | +1.7% | 0.001% | |
8/15/2025 | Resources Management Corp CT ADV | 64,689 | $2.80M | 0.4% | -13.9% | 0.002% | |
8/15/2025 | Semmax Financial Advisors Inc. | 62,586 | $2.70M | 0.7% | +3.3% | 0.001% | |
8/15/2025 | Rakuten Securities Inc. | 10,190 | $441K | 0.2% | +11.7% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 2,649,721 | $114.59M | 0.1% | +96.2% | 0.063% | |
8/15/2025 | Equitable Holdings Inc. | 146,605 | $6.34M | 0.1% | +3.2% | 0.003% | |
8/15/2025 | Florida Financial Advisors LLC | 8,137 | $352K | 0.1% | +9.5% | 0.000% | |
8/15/2025 | Northeast Financial Consultants Inc | 10,988 | $475K | 0.0% | -17.7% | 0.000% | |
8/15/2025 | State of Tennessee Department of Treasury | 1,422,282 | $61.54M | 0.2% | +19.0% | 0.034% | |
8/15/2025 | Hayek Kallen Investment Management | 115,985 | $5.02M | 1.7% | +7.6% | 0.003% | |
8/15/2025 | E Fund Management Co. Ltd. | 43,821 | $1.90M | 0.1% | -19.0% | 0.001% | |
8/15/2025 | DCM Advisors LLC | 47,044 | $2.04M | 0.9% | -1.1% | 0.001% | |
8/15/2025 | Optimist Retirement Group LLC | 56,637 | $2.45M | 1.2% | -0.5% | 0.001% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 63,956 | $2.77M | 0.2% | -4.1% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 670,450 | $29.01M | 0.1% | +5.8% | 0.016% | |
8/15/2025 | Keel Point LLC | 27,617 | $1.20M | 0.1% | +14.1% | 0.001% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 25,851 | $1.12M | 0.3% | +19.6% | 0.001% | |
8/15/2025 | Zuckerman Investment Group LLC | 47,505 | $2.06M | 0.2% | +7.1% | 0.001% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 5,846 | $253K | 0.2% | -9.3% | 0.000% | |
8/15/2025 | WFA of San Diego LLC | 5,169 | $224K | 0.2% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 16,525 | $715K | 0.4% | N/A | 0.000% | |
8/15/2025 | Vident Advisory LLC | 116,406 | $5.04M | 0.1% | +4.1% | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 218,187 | $9.44M | 0.5% | +11.2% | 0.005% | |
8/15/2025 | Voleon Capital Management LP | 184,682 | $7.99M | 0.4% | +946.5% | 0.004% | |
8/15/2025 | Voya Financial Advisors Inc. | 21,161 | $895K | 0.1% | +5.5% | 0.001% | |
8/15/2025 | Wasatch Advisors LP | 82,734 | $3.58M | 0.0% | -7.8% | 0.002% | |
8/15/2025 | Teza Capital Management LLC | 5,356 | $232K | 0.2% | N/A | 0.000% | |
8/15/2025 | Scott Marsh Financial LLC | 40,936 | $1.77M | 0.7% | N/A | 0.001% | |
8/15/2025 | Tidal Investments LLC | 286,813 | $12.41M | 0.1% | -6.9% | 0.007% | |
8/15/2025 | Sherman Asset Management Inc. | 2,315 | $100K | 0.1% | -17.1% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 43,323 | $1.83M | 0.2% | +2.5% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 106,732 | $4.62M | 0.1% | -6.4% | 0.003% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 87,110 | $3.77M | 0.7% | -1.5% | 0.002% | |
8/15/2025 | Royal London Asset Management Ltd. | 2,005,921 | $86.80M | 0.2% | -4.2% | 0.048% | |
8/15/2025 | Rafferty Asset Management LLC | 368,436 | $15.94M | 0.1% | +21.8% | 0.009% | |
8/15/2025 | Redwood Investment Management LLC | 43,504 | $1.88M | 0.2% | -9.7% | 0.001% | |
8/15/2025 | Salzhauer Michael | 5,628 | $244K | 0.1% | N/A | 0.000% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 6,180 | $267K | 0.0% | -4.0% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 242,186 | $10.48M | 0.1% | +8.7% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 1,536,323 | $66.48M | 0.2% | +4.3% | 0.036% | |
8/15/2025 | Monetary Management Group Inc. | 30,400 | $1.32M | 0.3% | +0.8% | 0.001% | |
8/15/2025 | Maytus Capital Management LLC | 144,332 | $6.25M | 1.1% | N/A | 0.003% | |
8/15/2025 | McIlrath & Eck LLC | 11,143 | $482K | 0.1% | +8.4% | 0.000% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 602,481 | $26.07M | 1.3% | -8.4% | 0.014% | |
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad) For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026.
If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
8/15/2025 | Mendel Capital Management LLC | 25,699 | $1.11M | 0.6% | +1.6% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 54,842 | $2.37M | 0.1% | +9.9% | 0.001% | |
8/15/2025 | Lazard Asset Management LLC | 1,153,993 | $49.93M | 0.1% | +110.2% | 0.027% | |
8/15/2025 | LM Advisors LLC | 25,342 | $1.10M | 0.1% | -6.9% | 0.001% | |
8/15/2025 | Hara Capital LLC | 1,891 | $82K | 0.1% | -13.7% | 0.000% | |
8/15/2025 | Hillman Capital Management Inc. | 79,527 | $3.44M | 1.9% | -12.6% | 0.002% | |
8/15/2025 | Houlihan Financial Resource Group Ltd. | 15,195 | $654K | 0.3% | +7.3% | 0.000% | |
8/15/2025 | Humankind Investments LLC | 30,475 | $1.32M | 0.3% | -4.5% | 0.001% | |
8/15/2025 | ICONIQ Capital LLC | 18,528 | $802K | 0.0% | +3.9% | 0.000% | |
8/15/2025 | IHT Wealth Management LLC | 85,298 | $3.69M | 0.1% | -3.8% | 0.002% | |