[ad_1] The ranking recognizes financial advisors for AUM and client growth over a year span NEW YORK, Feb. 14, 2025 /PRNewswire/ — Steward Partners, a full-service,…

[ad_1] ATLANTA, Feb. 11, 2025 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for…

[ad_1] Affinity Wealth Management LLC bought a new position in Discover Financial Services (NYSE:DFS) in the 4th quarter, according to the company in its most recent…

[ad_1] OneAscent Financial Services LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 191.8% during the 1st quarter, according to the…

[ad_1] Austin Wealth Management LLC reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 16.1% in the fourth quarter,…

[ad_1] WNY Asset Management LLC cut its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.8% during the fourth quarter, according to the…