| 8/15/2025 | Great Valley Advisor Group Inc. | 1,081,362 | $56.02M | 1.2% | +4.2% | 23.766% | |
| 8/14/2025 | Raymond James Financial Inc. | 36,883 | $1.91M | 0.0% | -7.2% | 0.811% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 17,658 | $915K | 0.0% | -19.6% | 0.388% | |
| 8/12/2025 | Global Retirement Partners LLC | 15,972 | $827K | 0.0% | N/A | 0.351% | |
| 7/31/2025 | DDD Partners LLC | 100,744 | $5.22M | 0.6% | +2.7% | 2.214% | |
| 7/30/2025 | Strategic Blueprint LLC | 49,200 | $2.55M | 0.1% | +1.7% | 1.081% | |
| 7/25/2025 | Landmark Wealth Management LLC | 7,035 | $364K | 0.2% | +11.0% | 0.155% | |
| 7/7/2025 | Investors Research Corp | 271,473 | $14.06M | 2.8% | +8.9% | 5.902% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 41,588 | $2.15M | 0.0% | +22.8% | 0.904% | |
| 5/15/2025 | Royal Bank of Canada | 7,404 | $383K | 0.0% | -11.6% | 0.159% | |
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| 5/7/2025 | LPL Financial LLC | 149,874 | $7.75M | 0.0% | -44.8% | 3.223% | |
| 5/6/2025 | Cetera Investment Advisers | 17,155 | $887K | 0.0% | -2.3% | 0.369% | |
| 5/2/2025 | DDD Partners LLC | 98,071 | $5.07M | 0.6% | -47.3% | 2.109% | |
| 4/29/2025 | Strategic Blueprint LLC | 48,391 | $2.50M | 0.1% | N/A | 1.041% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 488,467 | $25.24M | 0.5% | +5.1% | 10.505% | |
| 4/24/2025 | Money Concepts Capital Corp | 52,118 | $2.69M | 0.2% | -4.3% | 1.121% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,762 | $2.26M | 0.0% | -2.5% | 0.941% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 3,386 | $175K | 0.0% | +11.7% | 0.071% | |
| 4/8/2025 | Investors Research Corp | 249,388 | $12.89M | 2.8% | +8.4% | 5.250% | |
| 4/4/2025 | Quent Capital LLC | 2,841 | $147K | 0.0% | N/A | 0.060% | |
| 2/25/2025 | Integrated Advisors Network LLC | 4,258 | $216K | 0.0% | -22.2% | 0.090% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 388,560 | $19.75M | 0.4% | +6.8% | 8.180% | |
| 2/17/2025 | Cetera Investment Advisers | 17,567 | $893K | 0.0% | +2.8% | 0.370% | |
| 2/17/2025 | Bank of America Corp DE | 94,726 | $4.82M | 0.0% | -11.9% | 1.994% | |
| 2/14/2025 | Jane Street Group LLC | 26,632 | $1.35M | 0.0% | +9.6% | 0.561% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,241 | $521K | 0.1% | N/A | 0.216% | |
| 2/14/2025 | Stifel Financial Corp | 8,867 | $451K | 0.0% | -2.9% | 0.187% | |
| 2/13/2025 | Keystone Financial Group | 21,182 | $1.08M | 0.1% | N/A | 0.446% | |
| 2/13/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.865% | |
| 2/13/2025 | Advisory Services Network LLC | 6,091 | $310K | 0.0% | -44.7% | 0.128% | |
| 2/13/2025 | Wells Fargo & Company MN | 28,869 | $1.47M | 0.0% | -5.3% | 0.608% | |
| 2/11/2025 | LPL Financial LLC | 271,359 | $13.79M | 0.0% | +2.5% | 5.713% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 73,592 | $3.74M | 0.0% | -15.0% | 1.549% | |
| 2/7/2025 | Investors Research Corp | 230,028 | $11.69M | 2.6% | +5.9% | 4.843% | |
| 2/6/2025 | Raymond James Financial Inc. | 41,072 | $2.09M | 0.0% | N/A | 0.838% | |
| 2/3/2025 | Pinnacle Financial Partners Inc | 464,910 | $23.63M | 0.5% | +2.3% | 9.488% | |
| 1/31/2025 | DDD Partners LLC | 186,195 | $9.46M | 1.2% | +100.7% | 3.800% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 85,959 | $4.37M | 0.2% | +1.5% | 1.754% | |
| 1/29/2025 | Focus Financial Network Inc. | 4,331 | $220K | 0.0% | -9.2% | 0.088% | |
| 1/27/2025 | Money Concepts Capital Corp | 54,460 | $2.77M | 0.2% | -0.7% | 1.111% | |
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| 11/15/2024 | Jane Street Group LLC | 24,291 | $1.29M | 0.0% | -5.8% | 0.491% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 363,836 | $19.33M | 0.5% | +7.7% | 7.350% | |
| 11/12/2024 | Investors Research Corp | 217,225 | $11.54M | 2.5% | +8.0% | 4.388% | |
| 11/6/2024 | Pinnacle Financial Partners Inc | 454,273 | $24.14M | 0.5% | +4.3% | 9.177% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 84,719 | $4.50M | 0.2% | +1.5% | 1.694% | |
| 10/25/2024 | Integrated Advisors Network LLC | 5,472 | $291K | 0.0% | +28.2% | 0.109% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 4,060 | $216K | 0.0% | N/A | 0.081% | |
| 10/3/2024 | Apella Capital LLC | 16,336 | $866K | 0.0% | -1.4% | 0.327% | |
| 8/16/2024 | Sunbelt Securities Inc. | 725 | $35K | 0.0% | -36.1% | 0.015% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 118,768 | $5.74M | 0.0% | +98.0% | 2.375% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 5,992 | $289K | 0.0% | -17.2% | 0.120% | |
| 8/8/2024 | Scarborough Advisors LLC | 2,023 | $98K | 0.0% | -23.1% | 0.040% | |
| 8/1/2024 | DDD Partners LLC | 87,924 | $4.25M | 0.5% | +3.2% | 1.758% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 89,390 | $4.32M | 0.0% | -4.7% | 1.788% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,363 | $2.05M | 0.0% | +104.9% | 0.847% | |
| 7/19/2024 | Western Wealth Management LLC | 5,414 | $262K | 0.0% | -20.2% | 0.108% | |
| 7/19/2024 | Raymond James & Associates | 40,696 | $1.97M | 0.0% | -7.8% | 0.814% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 548 | $26K | 0.0% | N/A | 0.011% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 337,735 | $16.32M | 0.5% | +5.8% | 6.755% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 7,238 | $364K | 0.0% | +6.8% | 0.112% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 93,763 | $4.72M | 0.0% | -16.9% | 1.894% | |
| 4/23/2024 | Fifth Third Bancorp | 503 | $25K | 0.0% | -42.0% | 0.010% | |
| 4/23/2024 | KLR Investment Advisors LLC | 15,660 | $754K | 0.5% | N/A | 0.316% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,135 | $57K | 0.0% | -40.7% | 0.023% | |
| 4/10/2024 | Apella Capital LLC | 16,611 | $824K | 0.0% | -15.1% | 0.326% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 2,070 | $98K | 0.0% | -22.1% | 0.038% | |
| 2/29/2024 | Scarborough Advisors LLC | 2,621 | $125K | 0.0% | N/A | 0.048% | |
| 2/22/2024 | Scarborough Advisors LLC | 4,104 | $195K | 0.0% | N/A | 0.075% | |
| 2/9/2024 | Advisory Services Network LLC | 11,795 | $561K | 0.0% | -7.8% | 0.214% | |
| 2/9/2024 | Keystone Financial Group | 28,602 | $1.36M | 0.2% | -2.2% | 0.520% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 78,214 | $3.72M | 0.2% | +1.0% | 1.422% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 291,750 | $13.88M | 0.5% | +15.4% | 5.305% | |
| 1/31/2024 | Western Wealth Management LLC | 11,585 | $551K | 0.0% | -12.9% | 0.207% | |
| 1/30/2024 | Investors Research Corp | 183,645 | $8.74M | 2.1% | +3.8% | 3.279% | |
| 1/25/2024 | International Assets Investment Management LLC | 11,895 | $566K | 0.0% | N/A | 0.212% | |
| 1/24/2024 | International Assets Investment Management LLC | 11,895 | $566K | 0.0% | N/A | 0.212% | |
| 1/22/2024 | Landmark Wealth Management LLC | 6,737 | $321K | 0.2% | +4.0% | 0.120% | |
| 1/22/2024 | Pinnacle Financial Partners Inc | 354,728 | $16.88M | 0.4% | +6.5% | 6.334% | |
| 1/18/2024 | DDD Partners LLC | 77,841 | $3.70M | 0.5% | +35.8% | 1.403% | |
| 1/16/2024 | Raymond James & Associates | 130,335 | $6.20M | 0.0% | -5.1% | 2.348% | |
| 1/5/2024 | Apella Capital LLC | 19,571 | $917K | 0.1% | -6.8% | 0.353% | |
| 12/11/2023 | Sunbelt Securities Inc. | 2,410 | $105K | 0.0% | -37.5% | 0.043% | |
| 11/13/2023 | Stifel Financial Corp | 85,244 | $3.70M | 0.0% | +1.8% | 1.536% | |
| 11/13/2023 | LPL Financial LLC | 312,999 | $13.59M | 0.0% | +8.9% | 5.640% | |
| 11/13/2023 | Bison Wealth LLC | 8,001 | $347K | 0.1% | -11.0% | 0.144% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 28,212 | $1.23M | 0.0% | +13.4% | 0.508% | |
| 11/8/2023 | Western Wealth Management LLC | 13,300 | $577K | 0.0% | -81.3% | 0.240% | |
| 11/7/2023 | Great Valley Advisor Group Inc. | 252,799 | $10.97M | 0.5% | +10.8% | 4.555% | |
| 11/6/2023 | Keystone Financial Group | 29,240 | $1.27M | 0.2% | -10.4% | 0.527% | |
| 11/4/2023 | Pinnacle Financial Partners Inc | 332,940 | $14.45M | 0.4% | -1.0% | 5.999% | |
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. |
| 11/1/2023 | Investors Research Corp | 176,901 | $7.68M | 2.0% | +3.4% | 3.187% | |
| 10/31/2023 | Allworth Financial LP | 8,217 | $357K | 0.0% | N/A | 0.148% | |
| 10/24/2023 | Raymond James & Associates | 137,386 | $5.96M | 0.0% | -3.1% | 2.475% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 44,119 | $1.92M | 0.0% | -1.9% | 0.795% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 117,026 | $5.08M | 0.0% | -4.2% | 2.109% | |
| 10/18/2023 | DDD Partners LLC | 57,330 | $2.45M | 0.3% | +2.9% | 1.033% | |
| 10/13/2023 | Landmark Wealth Management LLC | 6,478 | $281K | 0.2% | +7.8% | 0.117% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 725 | $31K | 0.0% | -35.6% | 0.013% | |
| 8/30/2023 | Western Wealth Management LLC | 71,097 | $3.29M | 0.3% | +5.6% | 1.293% | |
| 8/14/2023 | Bison Wealth LLC | 8,985 | $416K | 0.1% | N/A | 0.163% | |
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