8/27/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/27/2025 | Seneca Financial Advisors LLC | 299,987 | $9.04M | 3.5% | -0.6% | 0.088% | |
8/22/2025 | Carter Financial Group INC. | 6,877 | $207K | 0.1% | N/A | 0.002% | |
8/22/2025 | TT Capital Management LLC | 76,124 | $2.17M | 0.7% | N/A | 0.022% | |
8/19/2025 | Cape Investment Advisory Inc. | 118,319 | $3.57M | 1.3% | +0.3% | 0.035% | |
8/19/2025 | Advisory Services Network LLC | 30,315 | $923K | 0.0% | +42.6% | 0.009% | |
8/19/2025 | Anchor Investment Management LLC | 61,212 | $1.85M | 0.2% | -11.2% | 0.018% | |
8/18/2025 | Geneos Wealth Management Inc. | 245,601 | $7.40M | 0.2% | -0.8% | 0.072% | |
8/18/2025 | Front Row Advisors LLC | 10,331 | $311K | 0.1% | +5.5% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 1,436 | $43K | 0.0% | N/A | 0.000% | |
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8/15/2025 | Nikulski Financial Inc. | 20,332 | $613K | 0.2% | +61.1% | 0.006% | |
8/15/2025 | FFT Wealth Management LLC | 8,848 | $275K | 0.1% | -22.2% | 0.003% | |
8/15/2025 | Asset Allocation Strategies LLC | 99,855 | $3.01M | 0.6% | +7.7% | 0.029% | |
8/15/2025 | Corient Private Wealth LLC | 2,631,208 | $79.31M | 0.1% | +176.4% | 0.772% | |
8/15/2025 | Chapman Financial Group LLC | 4,702 | $142K | 0.1% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 262,346 | $7.91M | 0.0% | -6.6% | 0.077% | |
8/15/2025 | WFA of San Diego LLC | 5,391 | $162K | 0.1% | N/A | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 250,922 | $7.56M | 0.4% | -20.4% | 0.074% | |
8/15/2025 | Smartleaf Asset Management LLC | 19,515 | $588K | 0.1% | -10.8% | 0.006% | |
8/15/2025 | Orion Porfolio Solutions LLC | 31,469 | $948K | 0.0% | +19.0% | 0.009% | |
8/15/2025 | MML Investors Services LLC | 141,965 | $4.28M | 0.0% | +5.1% | 0.042% | |
8/15/2025 | Modern Wealth Management LLC | 17,699 | $533K | 0.0% | +7.5% | 0.005% | |
8/15/2025 | HRT Financial LP | 59,515 | $1.79M | 0.0% | +20.2% | 0.017% | |
8/15/2025 | IHT Wealth Management LLC | 324,196 | $9.77M | 0.3% | +1,505.0% | 0.095% | |
8/15/2025 | Great Valley Advisor Group Inc. | 91,130 | $2.75M | 0.1% | -5.1% | 0.027% | |
8/15/2025 | EP Wealth Advisors LLC | 95,094 | $2.87M | 0.0% | +1.3% | 0.028% | |
8/15/2025 | Bcwm LLC | 18,297 | $551K | 0.2% | -3.7% | 0.005% | |
8/15/2025 | Benjamin Edwards Inc. | 704,543 | $21.24M | 0.3% | +4.7% | 0.207% | |
8/15/2025 | Bishop & Co Investment Management LLC | 142,239 | $4.29M | 1.5% | -4.5% | 0.042% | |
8/15/2025 | Bank of America Corp DE | 251,611 | $7.58M | 0.0% | +5.9% | 0.074% | |
8/15/2025 | Ameriprise Financial Inc. | 372,272 | $11.22M | 0.0% | +146.9% | 0.109% | |
8/14/2025 | Jane Street Group LLC | 51,487 | $1.55M | 0.0% | -19.4% | 0.015% | |
8/14/2025 | Ausdal Financial Partners Inc. | 108,653 | $3.28M | 0.2% | +0.5% | 0.032% | |
8/14/2025 | Raymond James Financial Inc. | 213,009 | $6.42M | 0.0% | +5.7% | 0.062% | |
8/14/2025 | Betterment LLC | 105,595 | $3.18M | 0.0% | +17.9% | 0.031% | |
8/14/2025 | Quantinno Capital Management LP | 34,567 | $1.04M | 0.0% | +120.5% | 0.010% | |
8/14/2025 | AllSquare Wealth Management LLC | 82,701 | $2.49M | 1.4% | -0.8% | 0.024% | |
8/14/2025 | Peapack Gladstone Financial Corp | 51,510 | $1.55M | 0.0% | -2.8% | 0.015% | |
8/14/2025 | Hamilton Capital LLC | 72,015 | $2.17M | 0.1% | +5.7% | 0.021% | |
8/14/2025 | HUB Investment Partners LLC | 7,318 | $221K | 0.0% | N/A | 0.002% | |
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8/14/2025 | Main Street Financial Solutions LLC | 285,937 | $8.62M | 0.6% | +2.5% | 0.084% | |
8/14/2025 | Sei Investments Co. | 28,586 | $862K | 0.0% | -1.2% | 0.008% | |
8/14/2025 | NewEdge Advisors LLC | 67,261 | $2.03M | 0.0% | +17.4% | 0.020% | |
8/14/2025 | Qube Research & Technologies Ltd | 5,163 | $156K | 0.0% | N/A | 0.002% | |
8/14/2025 | Sentinus LLC | 21,958 | $662K | 0.2% | +6.0% | 0.006% | |
8/14/2025 | L2 Asset Management LLC | 75,184 | $2.27M | 0.4% | +80.3% | 0.022% | |
8/14/2025 | Cerity Partners LLC | 838,237 | $25.27M | 0.0% | -4.1% | 0.246% | |
8/13/2025 | SageView Advisory Group LLC | 3,764,296 | $116.13M | 4.4% | +5.0% | 1.104% | |
8/13/2025 | Cresset Asset Management LLC | 339,932 | $10.25M | 0.0% | -1.6% | 0.100% | |
8/13/2025 | Brown Advisory Inc. | 23,038 | $694K | 0.0% | +1.6% | 0.007% | |
8/13/2025 | SCS Capital Management LLC | 749,377 | $22.59M | 0.3% | +2.1% | 0.220% | |
8/13/2025 | Marshall Wace LLP | 13,050 | $393K | 0.0% | N/A | 0.004% | |
8/13/2025 | Baird Financial Group Inc. | 24,826 | $748K | 0.0% | +5.7% | 0.007% | |
8/13/2025 | Nicolet Bankshares Inc. | 14,342 | $432K | 0.1% | +39.4% | 0.004% | |
8/13/2025 | Strategic Financial Planning Inc. | 105,162 | $3.17M | 2.0% | -0.4% | 0.031% | |
8/13/2025 | Pinkerton Wealth LLC | 120,864 | $3.64M | 0.4% | +9.8% | 0.035% | |
8/13/2025 | Beacon Pointe Advisors LLC | 172,420 | $5.20M | 0.1% | +2.0% | 0.051% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,693,479 | $111.32M | 0.1% | +86.7% | 1.083% | |
8/13/2025 | Stevens Capital Partners | 8,100 | $250K | 0.1% | N/A | 0.002% | |
8/13/2025 | Quadrant Capital Group LLC | 48,916 | $1.47M | 0.1% | -39.8% | 0.014% | |
8/13/2025 | Choreo LLC | 17,828 | $537K | 0.0% | +16.4% | 0.005% | |
8/13/2025 | Russell Investments Group Ltd. | 1,778 | $54K | 0.0% | +183.1% | 0.001% | |
8/12/2025 | J.W. Cole Advisors Inc. | 9,720 | $293K | 0.0% | +26.7% | 0.003% | |
8/12/2025 | North Star Asset Management Inc. | 321,806 | $9.70M | 0.4% | -2.0% | 0.094% | |
8/12/2025 | Armor Investment Advisors LLC | 136,084 | $4.10M | 1.5% | +1.4% | 0.040% | |
8/12/2025 | XTX Topco Ltd | 7,537 | $227K | 0.0% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,614 | $49K | 0.0% | -23.8% | 0.000% | |
8/12/2025 | Sherwood Financial Partners LLC | 226,464 | $6.83M | 6.3% | -3.5% | 0.066% | |
8/12/2025 | Fiducient Advisors LLC | 20,138 | $607K | 0.1% | N/A | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 35,110 | $1.06M | 0.0% | N/A | 0.010% | |
8/12/2025 | Coldstream Capital Management Inc. | 20,254 | $610K | 0.0% | -4.7% | 0.006% | |
8/12/2025 | AlphaCore Capital LLC | 329,269 | $9.92M | 0.4% | +71,480.2% | 0.097% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 185,129 | $5.58M | 0.6% | +2.6% | 0.054% | |
8/12/2025 | Cooper Haims Advisors LLC | 1,267,630 | $38.21M | 18.8% | +2.1% | 0.372% | |
8/12/2025 | MAI Capital Management | 158,309 | $4.77M | 0.0% | +15.5% | 0.046% | |
8/12/2025 | JPMorgan Chase & Co. | 1,257,688 | $37.91M | 0.0% | +51.1% | 0.369% | |
8/12/2025 | Power Wealth Management LLC | 179,825 | $5.42M | 2.1% | +2.1% | 0.053% | |
8/12/2025 | Passive Capital Management LLC. | 54,586 | $1.65M | 0.5% | -1.0% | 0.016% | |
8/12/2025 | Howe & Rusling Inc. | 5,133 | $155K | 0.0% | +48.1% | 0.002% | |
8/12/2025 | NFP Retirement Inc. | 22,278 | $671K | 0.0% | -36.5% | 0.007% | |
8/12/2025 | Clal Insurance Enterprises Holdings Ltd | 8,548 | $258K | 0.0% | -8.6% | 0.003% | |
8/11/2025 | Alteri Wealth LLC | 7,497 | $226K | 0.1% | N/A | 0.002% | |
8/11/2025 | North Forty Two & Co. | 81,578 | $2.46M | 2.6% | +2.6% | 0.024% | |
8/11/2025 | Wealthspire Advisors LLC | 1,908,570 | $57.52M | 0.3% | +0.9% | 0.560% | |
8/11/2025 | Pin Oak Investment Advisors Inc. | 1,070 | $32K | 0.0% | N/A | 0.000% | |
8/11/2025 | Diversified Portfolios Inc. | 14,559 | $439K | 0.0% | -17.7% | 0.004% | |
8/11/2025 | Rockbridge Investment Management LCC | 178,588 | $5.38M | 0.6% | -1.8% | 0.052% | |
8/11/2025 | United Advisor Group LLC | 7,254 | $219K | 0.0% | N/A | 0.002% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 14,292 | $431K | 0.0% | -27.0% | 0.004% | |
8/11/2025 | Johnson Financial Group LLC | 154,355 | $4.65M | 0.4% | -18.1% | 0.045% | |
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. |
8/11/2025 | Bell Investment Advisors Inc | 52,316 | $1.58M | 0.3% | +10.1% | 0.015% | |
8/8/2025 | Tortoise Investment Management LLC | 77,981 | $2.35M | 0.2% | +0.9% | 0.023% | |
8/8/2025 | Firestone Capital Management | 27,917 | $841K | 0.2% | -2.2% | 0.008% | |
8/8/2025 | Rockefeller Capital Management L.P. | 22,894 | $690K | 0.0% | +97.3% | 0.007% | |
8/8/2025 | Kingsview Wealth Management LLC | 10,424 | $314K | 0.0% | -3.5% | 0.003% | |
8/8/2025 | Keyvantage Wealth LLC | 32,520 | $980K | 0.4% | -7.2% | 0.010% | |
8/8/2025 | Cetera Investment Advisers | 777,501 | $23.43M | 0.0% | +3.6% | 0.228% | |
8/8/2025 | Creative Planning | 19,526,618 | $588.53M | 0.5% | -2.7% | 5.726% | |
8/8/2025 | WealthShield Partners LLC | 111,902 | $3.37M | 0.4% | +1.6% | 0.033% | |
8/8/2025 | Meridian Wealth Management LLC | 15,013 | $452K | 0.0% | -3.1% | 0.004% | |