8/27/2025 | Cypress Capital Advisors LLC | 445 | $253K | 0.2% | +12.7% | 0.000% | |
8/27/2025 | Tribridge Partners Financial LLC | 31,893 | $18.12M | 10.6% | N/A | 0.003% | |
8/27/2025 | Orion Porfolio Solutions LLC | 148,023 | $84.08M | 0.7% | -3.8% | 0.012% | |
8/26/2025 | Thrivent Financial for Lutherans | 168,464 | $95.69M | 0.2% | -46.3% | 0.014% | |
8/25/2025 | Promus Capital LLC | 44,549 | $25.31M | 16.4% | -3.9% | 0.004% | |
8/25/2025 | Silverlake Wealth Management LLC | 2,378 | $1.35M | 0.4% | +36.7% | 0.000% | |
8/22/2025 | Carter Financial Group INC. | 1,625 | $923K | 0.6% | N/A | 0.000% | |
8/21/2025 | Pathway Financial Advisers LLC | 1,147 | $652K | 0.2% | +6.4% | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 866 | $492K | 0.5% | N/A | 0.000% | |
8/20/2025 | Thompson Davis & CO. Inc. | 6,192 | $3.52M | 1.8% | +5.2% | 0.001% | |
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8/20/2025 | Tull Financial Group Inc. | 1,410 | $801K | 0.4% | -29.2% | 0.000% | |
8/20/2025 | Forefront Wealth Partners LLC | 1,642 | $885K | 0.6% | -61.1% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 14,651 | $8.31M | 1.0% | +5.6% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 18,859 | $10.71M | 0.5% | N/A | 0.002% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 974 | $553K | 0.1% | +8.5% | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 1,272 | $723K | 0.3% | +26.9% | 0.000% | |
8/19/2025 | Marex Group plc | 4,962 | $2.82M | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 50,594 | $29.40M | 0.5% | +20.1% | 0.004% | |
8/19/2025 | Cim LLC | 656 | $373K | 0.1% | -5.2% | 0.000% | |
8/19/2025 | Anchor Investment Management LLC | 9,844 | $5.59M | 0.5% | -4.3% | 0.001% | |
8/19/2025 | Asset Dedication LLC | 8,091 | $4.60M | 0.3% | +8.1% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 14,749 | $8.38M | 2.0% | -46.3% | 0.001% | |
8/19/2025 | Pitcairn Co. | 14,719 | $8.36M | 0.5% | -7.0% | 0.001% | |
8/18/2025 | Hudson Bay Capital Management LP | 180,267 | $102.40M | 0.3% | +756.4% | 0.015% | |
8/18/2025 | Finward Bancorp | 11,182 | $6.35M | 5.0% | +4.9% | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 7,249 | $4.12M | 1.3% | N/A | 0.001% | |
8/18/2025 | N.E.W. Advisory Services LLC | 23,822 | $13.53M | 1.3% | -2.7% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 80,553 | $45.76M | 1.1% | +26.7% | 0.007% | |
8/18/2025 | Hollencrest Capital Management | 624,082 | $354.50M | 15.0% | +1.1% | 0.052% | |
8/18/2025 | V2 Financial group LLC | 2,386 | $1.36M | 0.8% | -2.7% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 1,969 | $1.12M | 0.0% | -5.3% | 0.000% | |
8/18/2025 | Hershey Financial Advisers LLC | 2,168 | $1.23M | 1.1% | N/A | 0.000% | |
8/18/2025 | Kestra Investment Management LLC | 8,060 | $4.58M | 0.1% | +9.8% | 0.001% | |
8/18/2025 | Rexford Capital Inc. | 5,861 | $3.33M | 2.8% | N/A | 0.000% | |
8/18/2025 | Pacific Center for Financial Services | 2,912 | $1.65M | 0.4% | +4.4% | 0.000% | |
8/18/2025 | Front Row Advisors LLC | 50 | $28K | 0.0% | +900.0% | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 150 | $85K | 0.0% | N/A | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 2,348 | $1.33M | 0.2% | +10.7% | 0.000% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 1,039 | $590K | 0.7% | -12.2% | 0.000% | |
8/16/2025 | Evergreen Capital Management LLC | 35,038 | $19.96M | 0.6% | +16.8% | 0.003% | |
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8/16/2025 | Headlands Technologies LLC | 6,230 | $3.54M | 0.4% | +5.7% | 0.001% | |
8/15/2025 | Strategic Investment Advisors MI | 185,858 | $105.77M | 10.3% | +15.7% | 0.015% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 84,615 | $48.22M | 0.1% | +16.1% | 0.007% | |
8/15/2025 | Tower Research Capital LLC TRC | 41,477 | $23.56M | 0.6% | +17.2% | 0.003% | |
8/15/2025 | Front Street Capital Management Inc. | 6,959 | $3.95M | 0.8% | -91.1% | 0.001% | |
8/15/2025 | First Heartland Consultants Inc. | 21,855 | $12.42M | 1.1% | +136.3% | 0.002% | |
8/15/2025 | Howland Capital Management LLC | 70,601 | $40.23M | 1.6% | +20.4% | 0.006% | |
8/15/2025 | Brooks Moore & Associates Inc. | 12,257 | $7.12M | 3.8% | +7.6% | 0.001% | |
8/15/2025 | Synergy Financial Group LTD | 6,167 | $3.50M | 2.6% | +0.9% | 0.001% | |
8/15/2025 | American Family Investments Inc. | 148,696 | $84.46M | 4.6% | +23.6% | 0.012% | |
8/15/2025 | TLT Family Holdco ULC | 315,500 | $179.21M | 14.2% | N/A | 0.026% | |
8/15/2025 | Orcam Financial Group | 2,555 | $1.45M | 1.3% | -10.1% | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 2,112 | $1.20M | 0.2% | +4.0% | 0.000% | |
8/15/2025 | FFT Wealth Management LLC | 985 | $573K | 0.1% | +45.3% | 0.000% | |
8/15/2025 | LGL Partners LLC | 2,572 | $1.50M | 0.7% | +42.3% | 0.000% | |
8/15/2025 | Blue Edge Capital LLC | 9,374 | $5.33M | 0.8% | +1.1% | 0.001% | |
8/15/2025 | Urban Financial Advisory Corp | 1,147 | $652K | 0.3% | +48.0% | 0.000% | |
8/15/2025 | Resources Management Corp CT ADV | 1,915 | $1.09M | 0.1% | +3.3% | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 15,873 | $9.30M | 2.4% | +1.0% | 0.001% | |
8/15/2025 | Fairfield Bush & CO. | 500 | $284K | 0.2% | N/A | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 2,320 | $1.32M | 0.5% | -27.6% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 4,557,746 | $2.59B | 3.3% | +90.8% | 0.379% | |
8/15/2025 | WealthCollab LLC | 3,698 | $2.10M | 1.2% | -5.1% | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 265,574 | $150.85M | 1.2% | +6.8% | 0.022% | |
8/15/2025 | Florida Financial Advisors LLC | 30,756 | $17.47M | 5.7% | +6.2% | 0.003% | |
8/15/2025 | Northeast Financial Consultants Inc | 478,910 | $272.04M | 11.1% | +3.7% | 0.040% | |
8/15/2025 | Chapman Financial Group LLC | 2,393 | $1.36M | 1.2% | N/A | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 935 | $531K | 0.0% | -33.1% | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 26,839 | $15.25M | 5.4% | -2.7% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 1,176,167 | $668.10M | 1.5% | +10.2% | 0.098% | |
8/15/2025 | Blue Chip Partners LLC | 2,167 | $1.23M | 0.1% | N/A | 0.000% | |
8/15/2025 | Keel Point LLC | 406,720 | $231.03M | 15.3% | +1.5% | 0.034% | |
8/15/2025 | Alaethes Wealth LLC | 3,826 | $2.18M | 0.7% | +5.6% | 0.000% | |
8/15/2025 | Zuckerman Investment Group LLC | 27,821 | $15.80M | 1.5% | +9.3% | 0.002% | |
8/15/2025 | United Services Automobile Association | 199,703 | $113.44M | 11.8% | -34.0% | 0.017% | |
8/15/2025 | WFA of San Diego LLC | 904 | $513K | 0.4% | N/A | 0.000% | |
8/15/2025 | Lantern Wealth Advisors LLC | 499 | $283K | 0.2% | N/A | 0.000% | |
8/15/2025 | Vident Advisory LLC | 50,667 | $28.78M | 0.3% | -20.3% | 0.004% | |
8/15/2025 | Visionary Wealth Advisors | 26,410 | $15.00M | 0.8% | +11.1% | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 552 | $314K | 0.0% | -92.8% | 0.000% | |
8/15/2025 | Scott Marsh Financial LLC | 5,352 | $3.04M | 1.1% | N/A | 0.000% | |
8/15/2025 | Tidal Investments LLC | 14,595 | $8.29M | 0.0% | +6.6% | 0.001% | |
8/15/2025 | Tolleson Wealth Management Inc. | 5,592 | $3.19M | 0.5% | +132.3% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 25,233 | $14.31M | 1.3% | +43.2% | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 22,004 | $12.54M | 0.4% | -2.1% | 0.002% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 84,367 | $47.92M | 8.3% | +1.4% | 0.007% | |
8/15/2025 | Redwood Investment Management LLC | 118,957 | $67.57M | 7.0% | +4.7% | 0.010% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 413 | $235K | 0.1% | -26.5% | 0.000% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 12,675 | $7.20M | 0.4% | +1.1% | 0.001% | |
8/15/2025 | Orion Investment Co | 5,663 | $3.22M | 1.1% | N/A | 0.000% | |
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 | Orion Porfolio Solutions LLC | 148,023 | $84.08M | 0.6% | -3.8% | 0.012% | |
8/15/2025 | Park Presidio Capital LLC | 38,938 | $22.12M | 2.3% | +2.0% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 726,952 | $412.93M | 1.2% | +1.8% | 0.061% | |
8/15/2025 | Monograph Wealth Advisors LLC | 7,726 | $4.40M | 0.5% | +112.6% | 0.001% | |
8/15/2025 | Man Group plc | 2,682 | $1.52M | 0.0% | -994.0% | 0.000% | |
8/15/2025 | Mendel Capital Management LLC | 21,262 | $12.08M | 6.9% | +0.6% | 0.002% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 1,736 | $986K | 0.2% | -2.7% | 0.000% | |
8/15/2025 | Modern Wealth Management LLC | 77,317 | $43.92M | 1.1% | -0.2% | 0.006% | |
8/15/2025 | Lazard Asset Management LLC | 15,951 | $9.06M | 0.0% | +0.3% | 0.001% | |
8/15/2025 | LM Advisors LLC | 80,256 | $45.59M | 5.9% | +0.9% | 0.007% | |