8/27/2025 | Orion Porfolio Solutions LLC | 19,165 | $4.72M | 0.0% | -9.4% | 0.034% | |
8/26/2025 | Thrivent Financial for Lutherans | 28,250 | $6.96M | 0.0% | -82.1% | 0.049% | |
8/20/2025 | Coppell Advisory Solutions LLC | 6,094 | $1.49M | 0.2% | N/A | 0.011% | |
8/19/2025 | Advisory Services Network LLC | 11,344 | $2.90M | 0.0% | -2.5% | 0.020% | |
8/18/2025 | Tyler Stone Wealth Management | 1,873 | $462K | 0.1% | -14.0% | 0.003% | |
8/18/2025 | Tactive Advisors LLC | 6,385 | $1.57M | 0.5% | N/A | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 21,835 | $5.38M | 0.1% | -48.8% | 0.038% | |
8/18/2025 | Kestra Investment Management LLC | 1,190 | $293K | 0.0% | N/A | 0.002% | |
8/16/2025 | Headlands Technologies LLC | 2,225 | $548K | 0.1% | +8,800.0% | 0.004% | |
8/15/2025 | Tower Research Capital LLC TRC | 779 | $192K | 0.0% | N/A | 0.001% | |
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8/15/2025 | Sugar Maple Asset Management LLC | 7,217 | $1.78M | 1.4% | -60.6% | 0.013% | |
8/15/2025 | Asset Allocation Strategies LLC | 45,020 | $11.10M | 2.1% | +1.3% | 0.079% | |
8/15/2025 | Corient Private Wealth LLC | 12,009 | $2.96M | 0.0% | +97.2% | 0.021% | |
8/15/2025 | Equitable Holdings Inc. | 55,325 | $13.64M | 0.1% | -2.6% | 0.097% | |
8/15/2025 | Florida Financial Advisors LLC | 15,303 | $3.77M | 1.2% | -7.3% | 0.027% | |
8/15/2025 | Keel Point LLC | 11,323 | $2.79M | 0.2% | -12.5% | 0.020% | |
8/15/2025 | Visionary Wealth Advisors | 13,526 | $3.33M | 0.2% | -22.5% | 0.024% | |
8/15/2025 | Two Sigma Securities LLC | 1,617 | $399K | 0.0% | +66.7% | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,343 | $329K | 0.0% | +7.0% | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 19,165 | $4.72M | 0.0% | -9.4% | 0.034% | |
8/15/2025 | MML Investors Services LLC | 505,791 | $124.68M | 0.4% | +5.2% | 0.886% | |
8/15/2025 | McIlrath & Eck LLC | 26,562 | $6.55M | 0.7% | +13.7% | 0.047% | |
8/15/2025 | IHT Wealth Management LLC | 7,414 | $1.83M | 0.1% | -33.8% | 0.013% | |
8/15/2025 | Great Valley Advisor Group Inc. | 9,987 | $2.46M | 0.1% | +1.6% | 0.017% | |
8/15/2025 | EP Wealth Advisors LLC | 13,140 | $3.24M | 0.0% | +654.7% | 0.023% | |
8/15/2025 | Benjamin Edwards Inc. | 1,220 | $301K | 0.0% | N/A | 0.002% | |
8/15/2025 | Bank of America Corp DE | 2,209,077 | $544.56M | 0.0% | +0.9% | 3.869% | |
8/15/2025 | Ameriprise Financial Inc. | 2,408,984 | $594.62M | 0.1% | -0.3% | 4.219% | |
8/14/2025 | Florida Financial Advisors LLC | 15,456 | $3.81M | 2.7% | -6.4% | 0.027% | |
8/14/2025 | First Citizens Asset Management Inc. | 275,157 | $67.83M | 26.4% | -7.5% | 0.482% | |
8/14/2025 | Raymond James Financial Inc. | 473,945 | $116.83M | 0.0% | -0.9% | 0.830% | |
8/14/2025 | Darwin Wealth Management LLC | 14,988 | $3.70M | 1.3% | N/A | 0.026% | |
8/14/2025 | Ieq Capital LLC | 15,255 | $3.76M | 0.0% | +11.9% | 0.027% | |
8/14/2025 | NewEdge Advisors LLC | 154,374 | $38.06M | 0.2% | -1.4% | 0.270% | |
8/14/2025 | Qube Research & Technologies Ltd | 521 | $128K | 0.0% | -80.9% | 0.001% | |
8/14/2025 | Sentinus LLC | 1,677 | $413K | 0.1% | N/A | 0.003% | |
8/14/2025 | SVB Wealth LLC | 322,606 | $79.53M | 4.3% | N/A | 0.565% | |
8/14/2025 | Transce3nd LLC | 6,121 | $1.51M | 0.6% | +15.5% | 0.011% | |
8/14/2025 | Cary Street Partners Financial LLC | 3,744 | $923K | 0.0% | -17.2% | 0.007% | |
8/13/2025 | Rockport Wealth LLC | 8,938 | $2.20M | 0.5% | N/A | 0.016% | |
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8/13/2025 | Victory Financial Group LLC | 447,463 | $110.30M | 17.5% | +7.6% | 0.784% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 1,919 | $473K | 0.1% | +35.4% | 0.003% | |
8/13/2025 | Milestone Investment Advisors LLC | 22,996 | $5.67M | 1.5% | -8.6% | 0.040% | |
8/13/2025 | GeoWealth Management LLC | 5,094 | $1.26M | 0.0% | +4.8% | 0.009% | |
8/13/2025 | Baird Financial Group Inc. | 33,143 | $8.17M | 0.0% | +2.1% | 0.058% | |
8/13/2025 | CW Advisors LLC | 120,120 | $29.61M | 0.3% | +142.2% | 0.210% | |
8/13/2025 | M&T Bank Corp | 102,763 | $25.33M | 0.1% | -0.7% | 0.180% | |
8/13/2025 | Valued Retirements Inc. | 10,756 | $2.65M | 3.0% | +18.0% | 0.019% | |
8/13/2025 | Fisher Asset Management LLC | 3,329 | $821K | 0.0% | N/A | 0.006% | |
8/13/2025 | VestGen Advisors LLC | 56,639 | $14.46M | 0.6% | -3.7% | 0.099% | |
8/13/2025 | Financial Freedom LLC | 22,000 | $5.42M | 2.9% | -0.4% | 0.039% | |
8/13/2025 | Lido Advisors LLC | 471,888 | $116.33M | 0.5% | -5.8% | 0.826% | |
8/13/2025 | Stablepoint Partners LLC | 1,100 | $271K | 0.0% | N/A | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 116,296 | $28.67M | 0.0% | +12.9% | 0.204% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 143 | $35K | 0.0% | N/A | 0.000% | |
8/13/2025 | Baltimore Washington Financial Advisors Inc. | 2,535 | $625K | 0.0% | -95.2% | 0.004% | |
8/13/2025 | Russell Investments Group Ltd. | 1,228 | $303K | 0.0% | -46.9% | 0.002% | |
8/12/2025 | J.W. Cole Advisors Inc. | 8,203 | $2.02M | 0.0% | +68.6% | 0.014% | |
8/12/2025 | Financial Advocates Investment Management | 2,016 | $497K | 0.0% | -32.7% | 0.004% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 5,373 | $1.33M | 0.0% | +31.8% | 0.009% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 1,741 | $429K | 0.0% | -23.0% | 0.003% | |
8/12/2025 | CreativeOne Wealth LLC | 10,669 | $2.63M | 0.1% | -16.2% | 0.019% | |
8/12/2025 | Maripau Wealth Management LLC | 2,027 | $500K | 0.3% | -4.3% | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 136,269 | $33.59M | 0.8% | N/A | 0.239% | |
8/12/2025 | Forum Private Client Group LLC | 79,080 | $19.49M | 7.5% | +15.4% | 0.138% | |
8/12/2025 | Titleist Asset Management LLC | 83,443 | $20.57M | 2.0% | +26.2% | 0.146% | |
8/12/2025 | Northeast Planning Associates INC. NH | 10,304 | $2.54M | 2.3% | +4.1% | 0.018% | |
8/12/2025 | Cozad Asset Management Inc. | 26,476 | $6.53M | 0.6% | +14.8% | 0.046% | |
8/12/2025 | AlphaCore Capital LLC | 1,509 | $372K | 0.0% | -16.4% | 0.003% | |
8/12/2025 | Journey Strategic Wealth LLC | 32,605 | $8.04M | 0.3% | -1.4% | 0.057% | |
8/12/2025 | YANKCOM Partnership | 31,231 | $7.70M | 3.8% | +25.7% | 0.055% | |
8/12/2025 | JPMorgan Chase & Co. | 71,791 | $17.70M | 0.0% | -5.1% | 0.126% | |
8/12/2025 | Auxano Advisors LLC | 56,940 | $14.04M | 3.3% | +2.9% | 0.100% | |
8/11/2025 | Nicholas Wealth LLC. | 912 | $225K | 0.1% | N/A | 0.002% | |
8/11/2025 | Kingdom Financial Group LLC. | 50,793 | $12.52M | 10.9% | -41.5% | 0.089% | |
8/11/2025 | Pineridge Advisors LLC | 2,812 | $693K | 0.3% | +1.5% | 0.005% | |
8/11/2025 | Perennial Investment Advisors LLC | 111,677 | $27.55M | 2.7% | +12.6% | 0.196% | |
8/11/2025 | United Advisor Group LLC | 1,366 | $337K | 0.1% | +19.4% | 0.002% | |
8/11/2025 | Slagle Financial LLC | 933 | $230K | 0.1% | -9.9% | 0.002% | |
8/11/2025 | Western Wealth Management LLC | 7,817 | $1.93M | 0.1% | -1.2% | 0.014% | |
8/8/2025 | Rockefeller Capital Management L.P. | 11,635 | $2.87M | 0.0% | -7.3% | 0.020% | |
8/8/2025 | Kingsview Wealth Management LLC | 20,974 | $5.17M | 0.1% | -0.3% | 0.037% | |
8/8/2025 | Avantax Advisory Services Inc. | 226,275 | $55.78M | 0.3% | -2.0% | 0.398% | |
8/8/2025 | ProVise Management Group LLC | 130,751 | $32.23M | 2.5% | -0.4% | 0.230% | |
8/8/2025 | Sculati Wealth Management LLC | 41,292 | $10.18M | 3.8% | +1,458.8% | 0.073% | |
8/8/2025 | Thoroughbred Financial Services LLC | 58,760 | $14.49M | 1.0% | +8.3% | 0.103% | |
8/8/2025 | Cetera Investment Advisers | 181,144 | $44.65M | 0.1% | +7.7% | 0.319% | |
8/8/2025 | Creative Planning | 11,533 | $2.84M | 0.0% | -15.4% | 0.020% | |
8/8/2025 | Compass Financial Services Inc | 3,432 | $846K | 0.4% | +37.3% | 0.006% | |
8/8/2025 | Meridian Wealth Management LLC | 7,644 | $1.88M | 0.1% | -0.7% | 0.013% | |
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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. |
8/8/2025 | Foundations Investment Advisors LLC | 12,549 | $3.09M | 0.0% | +8.1% | 0.022% | |
8/8/2025 | Prospect Financial Services LLC | 4,071 | $1.00M | 0.6% | +11.7% | 0.007% | |
8/8/2025 | L & S Advisors Inc | 904 | $223K | 0.0% | N/A | 0.002% | |
8/8/2025 | Oak Harvest Investment Services | 26,116 | $6.44M | 0.8% | +5.9% | 0.046% | |
8/8/2025 | Symphony Financial Services Inc. | 20,461 | $5.04M | 3.0% | +1.5% | 0.036% | |
8/8/2025 | PNC Financial Services Group Inc. | 13,493 | $3.33M | 0.0% | -3.5% | 0.024% | |
8/8/2025 | Wealth Alliance LLC | 954 | $235K | 0.0% | N/A | 0.002% | |
8/7/2025 | CENTRAL TRUST Co | 100 | $25K | 0.0% | N/A | 0.000% | |
8/7/2025 | Samalin Investment Counsel LLC | 18,448 | $4.55M | 1.7% | +18.9% | 0.032% | |
8/7/2025 | Vise Technologies Inc. | 983 | $242K | 0.0% | N/A | 0.002% | |