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INN Defined Wealth Shield (BALT)

CUSIP: 45783Y855 | NYSE | 448 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,323,501
0.1% of portfolio›$46.3M
Crown Wealth Group, LLC1,066,604
9.2% of portfolio›$37.3M
PTM Wealth Management, LLC878,714
13.1% of portfolio›$30.8M
Kure Advisory, LLC768,852
12.4% of portfolio›$26.9M
Visionary Wealth Advisors743,442
1.0% of portfolio›$26.0M
Brookstone Capital Management705,659
0.2% of portfolio›$24.7M
Axxcess Wealth Management, LLC632,164
0.9% of portfolio›$22.1M
Wealthcare Advisory Partners LLC520,719
0.3% of portfolio›$18.2M
NBZ Investment Advisors LLC490,838
6.6% of portfolio›$17.2M
Kestra Advisory Services, LLC481,380
0.0% of portfolio›$16.8M
CRA Financial Services, LLC474,487
1.8% of portfolio›$16.6M
ATX Financial Planning, LLC470,855
10.5% of portfolio›$16.5M
Strategic Blueprint, LLC406,006
0.7% of portfolio›$14.2M
Archer Investment Corp392,359
2.5% of portfolio›$13.7M
Rochester Wealth Strategies, LLC351,543
6.7% of portfolio›$12.3M
Laurel OAK Wealth Management, LLC331,311
1.6% of portfolio›$11.6M
Long Island Wealth Management, Inc.329,207
4.5% of portfolio›$11.5M
Central Valley Advisors, LLC318,788
3.0% of portfolio›$11.1M
Triad Wealth Partners, LLC284,676
0.6% of portfolio›$9.9M
Dominguez Wealth Management Solutions, Inc.278,181
5.4% of portfolio›$9.7M
Broussard Financial Group LLC269,648
7.0% of portfolio›$9.4M
Woodard & Co Asset Management Group Inc265,016
1.4% of portfolio›$9.3M
Carter Financial Group, Inc.247,983
4.4% of portfolio›$8.7M
Sigma Planning Corp233,128
0.2% of portfolio›$8.1M
Independent Financial Group, LLC231,389
0.1% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.227,675
0.0% of portfolio›$8.0M
FAI Advisors, Inc.225,990
3.1% of portfolio›$7.9M
Farther Finance Advisors, LLC224,735
0.1% of portfolio›$7.9M
Truist Financial Corp215,620
0.0% of portfolio›$7.5M
RHL Group, LLC208,699
4.9% of portfolio›$7.3M
KFG Wealth Management, LLC205,837
0.8% of portfolio›$7.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors198,626
0.3% of portfolio›$6.9M
Holos Integrated Wealth LLC195,674
3.1% of portfolio›$6.9M
Capital Investment Advisory Services, LLC194,745
0.4% of portfolio›$6.8M
Sovran Advisors, LLC181,717
0.4% of portfolio›$6.4M
Family Office Research LLC171,004
2.3% of portfolio›$6.0M
Fifth Third Wealth Advisors LLC170,484
0.2% of portfolio›$6.0M
Elevation Point Wealth Partners, LLC162,329
0.1% of portfolio›$5.7M
Code Waechter LLC157,250
2.6% of portfolio›$5.5M
Beacon Financial Group149,230
0.5% of portfolio›$5.2M
Kraft, Davis & Associates, LLC147,228
1.1% of portfolio›$5.2M
Kestra Private Wealth Services, LLC144,310
0.1% of portfolio›$5.0M
Trek Financial, LLC143,100
0.2% of portfolio›$5.0M
Brown Wealth Management, LLC139,684
1.1% of portfolio›$4.9M
ARQ Wealth Advisors, LLC139,458
0.6% of portfolio›$4.9M
Comprehensive Financial Consultants Institutional, Inc.131,175
1.2% of portfolio›$4.6M
Signaturefd, LLC130,488
0.1% of portfolio›$4.6M
Ballast Rock Private Wealth LLC128,508
2.1% of portfolio›$4.5M
Financial Designs Corp125,064
2.3% of portfolio›$4.4M
Pachira Investments Inc.121,205
1.4% of portfolio›$4.2M
Southland Equity Partners LLC120,315
0.7% of portfolio›$4.2M
Prospera Financial Services Inc109,691
0.0% of portfolio›$3.8M
New Wave Wealth Advisors LLC106,647
1.0% of portfolio›$3.7M
Winnacle Wealth LLC104,829
2.4% of portfolio›$3.7M
Whipplewood Advisors, LLC104,077
2.5% of portfolio›$3.6M
Milestone Asset Management, LLC103,358
0.6% of portfolio›$3.6M
First Heartland Consultants, Inc.103,085
0.2% of portfolio›$3.6M
Wealth Enhancement Advisory Services, LLC99,483
0.0% of portfolio›$3.5M
CGN Advisors LLC97,593
0.3% of portfolio›$3.4M
NewCorp Financial Services, Inc.95,777
2.5% of portfolio›$3.3M
Integrity Advisory Solutions, LLC92,257
0.3% of portfolio›$3.2M
Integral Investment Advisors, Inc.91,725
0.7% of portfolio›$3.2M
RFG Advisory, LLC90,378
0.0% of portfolio›$3.2M
Cannon Advisors, Inc.89,148
1.8% of portfolio›$3.1M
Vicus Capital87,015
0.2% of portfolio›$3.0M
Sagespring Wealth Partners, LLC85,670
0.0% of portfolio›$3.0M
Focus Financial Network, Inc.85,304
0.1% of portfolio›$3.0M
Triumph Capital Management77,784
0.5% of portfolio›$2.7M
HBW Advisory Services LLC77,202
0.3% of portfolio›$2.7M
Csenge Advisory Group74,845
0.1% of portfolio›$2.6M
Encompass More Asset Management70,150
0.3% of portfolio›$2.5M
Signature Estate & Investment Advisors LLC69,672
0.0% of portfolio›$2.4M
Founders Financial Securities LLC62,817
0.1% of portfolio›$2.2M
Atria Investments, Inc60,116
0.0% of portfolio›$2.1M
Comprehensive Financial Planning, Inc.59,255
1.1% of portfolio›$2.1M
Chris Bulman Inc59,078
0.7% of portfolio›$2.1M
Split Rock Private Trading & Wealth Management, LLC57,051
1.3% of portfolio›$2.0M
Davenport & Co LLC56,537
0.0% of portfolio›$2.0M
TradeWell Securities, Llc.50,112
0.6% of portfolio›$1.8M
Wealth Advisory Solutions, LLC47,476
0.3% of portfolio›$1.7M
IFS Advisors, LLC44,536
0.5% of portfolio›$1.6M
RiverTree Advisors, LLC43,209
0.9% of portfolio›$1.5M
Vima LLC42,049
1.5% of portfolio›$1.5M
Fiscal Wisdom Wealth Management, LLC42,010
1.7% of portfolio›$1.5M
Kelly Financial Group LLC42,004
0.3% of portfolio›$1.5M
Concurrent Investment Advisors, LLC41,445
0.0% of portfolio›$1.4M
CoreCap Advisors, LLC39,995
0.0% of portfolio›$1.4M
Soltis Investment Advisors LLC39,652
0.1% of portfolio›$1.4M
Galvin, Gaustad & Stein, LLC38,706
0.1% of portfolio›$1.4M
Krilogy Financial LLC38,626
0.0% of portfolio›$1.4M
MBL Wealth, LLC38,300
0.1% of portfolio›$1.3M
Flagship Harbor Advisors, LLC38,182
0.0% of portfolio›$1.3M
Virtue Capital Management, LLC37,786
0.2% of portfolio›$1.3M
Dynamic Advisor Solutions LLC37,435
0.0% of portfolio›$1.3M
Diversify Advisory Services, LLC37,398
0.0% of portfolio›$1.3M
Diversify Wealth Management, LLC37,398
0.0% of portfolio›$1.3M
BIP Wealth, LLC36,960
0.0% of portfolio›$1.3M
Columbia Advisory Partners LLC36,947
0.7% of portfolio›$1.3M
PFG Advisors36,619
0.1% of portfolio›$1.3M
Caliber Wealth Management, LLC / KS35,693
0.1% of portfolio›$1.2M
Somerset Trust Co34,185
0.3% of portfolio›$1.2M
Journey Retirement Planning & Investment Management LLC32,825
0.8% of portfolio›$1.1M
Integrity Alliance, Llc.32,426
0.0% of portfolio›$1.1M
Verdence Capital Advisors LLC31,320
0.0% of portfolio›$1.1M
BCS Wealth Management30,007
0.2% of portfolio›$1.0M
Claro Advisors Inc.29,930
0.1% of portfolio›$1.0M
Stegent Equity Advisors, Inc.29,261
0.8% of portfolio›$1.0M
MGO One Seven LLC28,419
0.0% of portfolio›$993.2K
Blue Trust, Inc.27,897
0.0% of portfolio›$975.0K
TopTier Wealth Management, LLC27,852
0.6% of portfolio›$973.4K
Integrated Wealth Management24,730
0.9% of portfolio›$864.3K
BFI Wealth Solutions, LLC23,061
0.6% of portfolio›$806.0K
Range Financial Group LLC22,842
0.2% of portfolio›$798.3K
Ashton Thomas Private Wealth, LLC21,274
0.0% of portfolio›$743.5K
Beam Wealth Advisors, Inc.20,898
0.2% of portfolio›$730.4K
ACT Advisors, Llc.20,630
0.2% of portfolio›$721.0K
Advisor OS, LLC20,381
0.0% of portfolio›$712.3K
Vestia Personal Wealth Advisors20,196
0.3% of portfolio›$705.9K
Vise Technologies, Inc.19,926
0.0% of portfolio›$696.4K
Richard P Slaughter Associates Inc18,998
0.1% of portfolio›$664.0K
Tounjian Advisory Partners, LLC18,555
0.3% of portfolio›$648.5K
Worth Asset Management, LLC17,729
0.2% of portfolio›$619.6K
Fermata Advisors, LLC17,380
0.1% of portfolio›$607.4K
Grant Street Asset Management, Inc.16,239
0.1% of portfolio›$567.6K
Fortune Financial Group, Inc.15,966
0.5% of portfolio›$558.0K
Maia Wealth LLC15,751
0.1% of portfolio›$550.5K
Clear Creek Financial Management, LLC14,532
0.0% of portfolio›$507.9K
EverSource Wealth Advisors, LLC13,570
0.0% of portfolio›$474.3K
Sugar Maple Asset Management, LLC13,500
0.3% of portfolio›$471.8K
TrustBank13,435
0.1% of portfolio›$469.6K
Patriot Financial Group Insurance Agency, LLC13,004
0.0% of portfolio›$454.5K
Balance Wealth Partners LLC12,950
0.1% of portfolio›$452.6K
City Center Advisors, LLC12,872
0.3% of portfolio›$449.9K
D.B. Root & Company, LLC12,600
0.1% of portfolio›$440.4K
Simplicity Wealth,LLC12,132
0.0% of portfolio›$424.0K
PCA Investment Advisory Services Inc.12,000
0.1% of portfolio›$419.4K
Wealth Management Partners, LLC11,803
0.1% of portfolio›$412.5K
Signal Advisors Wealth, LLC11,654
0.0% of portfolio›$407.3K
Balboa Wealth Partners11,469
0.1% of portfolio›$400.8K
IFP Advisors, Inc11,136
0.0% of portfolio›$389.2K
O'Connor Financial Group LLC10,996
0.1% of portfolio›$384.3K
Blvd Private Wealth, LLC10,381
0.3% of portfolio›$362.8K
Insight Wealth Partners, LLC10,342
0.0% of portfolio›$361.5K
Partners Wealth Management, LLC10,103
0.0% of portfolio›$353.1K
Kingswood Wealth Advisors, LLC10,080
0.0% of portfolio›$352.3K
Triton Wealth Management, Pllc10,048
0.1% of portfolio›$351.3K
Cambridge Advisors Inc.10,004
0.1% of portfolio›$349.6K
Financial Network Wealth Advisors LLC9,899
0.3% of portfolio›$346.0K
Accurate Wealth Management, LLC9,515
0.0% of portfolio›$333.5K
NBT Bank, N.A.8,871
0.0% of portfolio›$310.0K
NWF Advisory Services Inc.8,858
0.0% of portfolio›$309.6K
Oppenheimer & Co Inc8,650
0.0% of portfolio›$302.3K
Redhawk Wealth Advisors, Inc.8,563
0.0% of portfolio›$299.3K
Private Trust Co NA8,450
0.0% of portfolio›$295.3K
Choreo, LLC7,968
0.0% of portfolio›$278.5K
4J Wealth Management LLC7,936
0.1% of portfolio›$277.4K
Curran Financial Partners, LLC7,824
0.0% of portfolio›$273.4K
Souders Financial Advisors7,701
0.0% of portfolio›$269.2K
International Assets Investment Management, LLC7,550
0.0% of portfolio›$263.6K
Gilpin Wealth Management, LLC7,520
0.2% of portfolio›$262.8K
Peak Wealth Management LLC7,087
0.2% of portfolio›$248.5K
FC Advisory LLC6,757
0.1% of portfolio›$236.1K
Bright Futures Wealth Management, Llc.6,390
0.2% of portfolio›$223.3K
Wedbush Securities Inc5,973
0.0% of portfolio›$209
LFG Wealth Partners, LLC5,925
0.1% of portfolio›$207.1K
GGM Financial LLC5,537
0.1% of portfolio›$193.5K
Lanark Financial, Inc.3,729
0.0% of portfolio›$130.3K
Creative Financial Designs Inc3,552
0.0% of portfolio›$124.1K
Westside Investment Management, Inc.2,800
0.0% of portfolio›$97.9K
GHP Investment Advisors, Inc.2,508
0.0% of portfolio›$87.7K
Weaver Capital Management LLC2,228
0.0% of portfolio›$77.9K
Wealth Enhancement Trust Services, Inc.2,220
0.0% of portfolio›$77.6K
Physician Wealth Advisors, Inc.1,850
0.0% of portfolio›$64.7K
Root Financial Partners, LLC1,571
0.0% of portfolio›$54.9K
Wolff Wiese Magana LLC719
0.0% of portfolio›$25.1K
Golden State Wealth Management, LLC600
0.0% of portfolio›$21.0K
Assetmark, Inc532
0.0% of portfolio›$18.6K
Mather Group, Llc.390
0.0% of portfolio›$13.6K
Breakwater Investment Management132
0.0% of portfolio›$4.6K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$3.5K
Latitude Advisors, LLC100
0.0% of portfolio›$3.5K
Wilmington Savings Fund Society, FSB58
0.0% of portfolio›$2.0K
Dhjj Financial Advisors, Ltd.40
0.0% of portfolio›$1.4K
Prairie Wealth Advisors, Inc.0
1.5% of portfolio›$6.8M
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,323,501$46.3M0.1%ETFLowWaltham, MA2026-11-02
Crown Wealth Group, LLC
1,066,604$37.3M9.2%ETFMediumCharlotte, NC2026-10-19
PTM Wealth Management, LLC
878,714$30.8M13.1%ETFLowNorth Wales, PA2026-10-23
Kure Advisory, LLC
768,852$26.9M12.4%ETFVery LowPlymouth, MN2026-10-08
Visionary Wealth Advisors
743,442$26.0M1.0%ETFLowO'Fallon, IL2026-11-04
Brookstone Capital Management
705,659$24.7M0.2%ETFMediumWheaton, IL2026-10-22
Axxcess Wealth Management, LLC
632,164$22.1M0.9%CoreLowCarlsbad, CA2026-10-21
Wealthcare Advisory Partners LLC
520,719$18.2M0.3%ETFLowWest Chester, PA2026-10-21
NBZ Investment Advisors LLC
490,838$17.2M6.6%ETFLowKnoxville, TN2026-10-30
Kestra Advisory Services, LLC
481,380$16.8M0.0%CoreLowAustin, TX2026-11-02
CRA Financial Services, LLC
474,487$16.6M1.8%ETFVery LowNorthfield, NJ2026-10-16
ATX Financial Planning, LLC
470,855$16.5M10.5%ETFHighAustin, TX2026-10-14
Strategic Blueprint, LLC
406,006$14.2M0.7%ETFLowAtlanta, GA2026-10-22
Archer Investment Corp
392,359$13.7M2.5%CoreMediumCarmel, IN2026-11-05
Rochester Wealth Strategies, LLC
351,543$12.3M6.7%ETFLowRochester, MI2026-11-03
Laurel OAK Wealth Management, LLC
331,311$11.6M1.6%GrowthLowMarlton, NJ2026-10-19
Long Island Wealth Management, Inc.
329,207$11.5M4.5%ETFLowMelville, NY2026-10-20
Central Valley Advisors, LLC
318,788$11.1M3.0%CoreLowSacramento, CA2026-10-27
Triad Wealth Partners, LLC
284,676$9.9M0.6%ETFMediumLawrence, KS2026-10-26
Dominguez Wealth Management Solutions, Inc.
278,181$9.7M5.4%CoreVery LowWilliamsburg, VA2026-10-07
Broussard Financial Group LLC
269,648$9.4M7.0%ETFMediumKaplan, LA2026-10-26
Woodard & Co Asset Management Group Inc
265,016$9.3M1.4%ETFMediumBermuda Run, NC2026-11-03
Carter Financial Group, Inc.
247,983$8.7M4.4%GrowthLowBarrington, IL2026-10-21
Sigma Planning Corp
233,128$8.1M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Independent Financial Group, LLC
231,389$8.1M0.1%GrowthLowSan Diego, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
227,675$8.0M0.0%ETFLowFairfield, IA2026-11-02
FAI Advisors, Inc.
225,990$7.9M3.1%GrowthLowFarmington Hills, MI2026-10-27
Farther Finance Advisors, LLC
224,735$7.9M0.1%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
215,620$7.5M0.0%CoreLowCharlotte, NC2026-10-30
RHL Group, LLC
208,699$7.3M4.9%ETFVery HighHolly, MI2026-11-04
KFG Wealth Management, LLC
205,837$7.2M0.8%ETFMediumGranger, IN2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
198,626$6.9M0.3%ETFMediumWestlake, OH2026-10-14
Holos Integrated Wealth LLC
195,674$6.9M3.1%ETFLowKennett Square, PA2026-10-23
Capital Investment Advisory Services, LLC
194,745$6.8M0.4%CoreMediumRaleigh, NC2026-10-30
Sovran Advisors, LLC
181,717$6.4M0.4%ETFMediumSan Diego, CA2026-11-02
Family Office Research LLC
171,004$6.0M2.3%ETFLowBethesda, MD2026-10-14
Fifth Third Wealth Advisors LLC
170,484$6.0M0.2%IndexVery LowCincinnati, OH2026-10-22
Elevation Point Wealth Partners, LLC
162,329$5.7M0.1%CoreHighDenver, CO2026-11-05
Code Waechter LLC
157,250$5.5M2.6%ETFLowTampa, FL2026-10-23
Beacon Financial Group
149,230$5.2M0.5%ETFMediumDallas, TX2026-10-19
Kraft, Davis & Associates, LLC
147,228$5.2M1.1%ETFMediumSt. Louis, MO2026-10-21
Kestra Private Wealth Services, LLC
144,310$5.0M0.1%GrowthLowAustin, TX2026-10-30
Trek Financial, LLC
143,100$5.0M0.2%ETFHighScottsdale, AZ2026-10-29
Brown Wealth Management, LLC
139,684$4.9M1.1%ETFMediumNaperville, IL2026-10-20
ARQ Wealth Advisors, LLC
139,458$4.9M0.6%ETFLowScottsdale, AZ2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
131,175$4.6M1.2%CoreMediumBloomington, IN2026-10-15
Signaturefd, LLC
130,488$4.6M0.1%IndexLowAtlanta, GA2026-10-23
Ballast Rock Private Wealth LLC
128,508$4.5M2.1%ETFMediumCharleston, SC2026-10-26
Financial Designs Corp
125,064$4.4M2.3%ETFVery LowClaremont, CA2026-10-09
Pachira Investments Inc.
121,205$4.2M1.4%ETFLowDana Point, CA2026-10-14
Southland Equity Partners LLC
120,315$4.2M0.7%ETFLowWildwood, MO2026-10-14
Prospera Financial Services Inc
109,691$3.8M0.0%CoreMediumDallas, TX2026-11-04
New Wave Wealth Advisors LLC
106,647$3.7M1.0%CoreMediumSpringdale, AR2026-10-19
Winnacle Wealth LLC
104,829$3.7M2.4%CoreMediumWaco, TX2026-10-15
Whipplewood Advisors, LLC
104,077$3.6M2.5%ETFLowLittleton, CO2026-10-20
Milestone Asset Management, LLC
103,358$3.6M0.6%GrowthHighPittsburgh, PA2026-10-15
First Heartland Consultants, Inc.
103,085$3.6M0.2%ETFMediumLake St. Louis, MO2026-10-08
Wealth Enhancement Advisory Services, LLC
99,483$3.5M0.0%CoreLowPlymouth, MN2026-10-13
CGN Advisors LLC
97,593$3.4M0.3%ETFLowManhattan, KS2026-10-21
NewCorp Financial Services, Inc.
95,777$3.3M2.5%ETFLowAlpharetta, GA2026-10-14
Integrity Advisory Solutions, LLC
92,257$3.2M0.3%ETFMediumDallas, TX2026-10-29
Integral Investment Advisors, Inc.
91,725$3.2M0.7%ETFVery LowTurlock, CA2026-11-03
RFG Advisory, LLC
90,378$3.2M0.0%ETFMediumBirmingham, AL2026-11-03
Cannon Advisors, Inc.
89,148$3.1M1.8%GrowthHighCharlotte, NC2026-10-14
Vicus Capital
87,015$3.0M0.2%ETFMediumState College, PA2026-11-05
Sagespring Wealth Partners, LLC
85,670$3.0M0.0%ETFLowFranklin, TN2026-10-22
Focus Financial Network, Inc.
85,304$3.0M0.1%ETFLowMinneapolis, MN2026-10-14
Triumph Capital Management
77,784$2.7M0.5%ETFMediumDenver, CO2026-10-14
HBW Advisory Services LLC
77,202$2.7M0.3%ETFMediumSimi Valley, CA2026-10-15
Csenge Advisory Group
74,845$2.6M0.1%ETFMediumClearwater, FL2026-11-04
Encompass More Asset Management
70,150$2.5M0.3%ETFHighDanville, CA2026-10-16
Signature Estate & Investment Advisors LLC
69,672$2.4M0.0%ETFMediumLos Angeles, CA2026-10-13
Founders Financial Securities LLC
62,817$2.2M0.1%ETFMediumTowson, MD2026-10-28
Atria Investments, Inc
60,116$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
Comprehensive Financial Planning, Inc.
59,255$2.1M1.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Chris Bulman Inc
59,078$2.1M0.7%ETFLowRoseville, CA2026-10-20
Split Rock Private Trading & Wealth Management, LLC
57,051$2.0M1.3%GrowthMediumCloquet, MN2026-10-15
Davenport & Co LLC
56,537$2.0M0.0%CoreMediumRichmond, VA2026-10-14
TradeWell Securities, Llc.
50,112$1.8M0.6%GrowthVery LowFort Wayne, IN2026-10-21
Wealth Advisory Solutions, LLC
47,476$1.7M0.3%ETFLowZionsville, IN2026-10-20
IFS Advisors, LLC
44,536$1.6M0.5%ETFLowOverland Park, KS2026-10-14
RiverTree Advisors, LLC
43,209$1.5M0.9%ETFMediumWinter Park, FL2026-10-13
Vima LLC
42,049$1.5M1.5%CoreLowTroy, MI2026-10-23
Fiscal Wisdom Wealth Management, LLC
42,010$1.5M1.7%ETFMediumCanton, CT2026-10-16
Kelly Financial Group LLC
42,004$1.5M0.3%ETFLowWethersfield, CT2026-10-16
Concurrent Investment Advisors, LLC
41,445$1.4M0.0%GrowthMediumTampa, FL2026-10-16
CoreCap Advisors, LLC
39,995$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Soltis Investment Advisors LLC
39,652$1.4M0.1%CoreMediumSt. George, UT2026-10-28
Galvin, Gaustad & Stein, LLC
38,706$1.4M0.1%CoreMediumScottsdale, AZ2026-10-08
Krilogy Financial LLC
38,626$1.4M0.0%GrowthLowSt. Louis, MO2026-10-13
MBL Wealth, LLC
38,300$1.3M0.1%ETFLowCharlotte, NC2026-10-22
Flagship Harbor Advisors, LLC
38,182$1.3M0.0%ETFMediumBoston, MA2026-10-26
Virtue Capital Management, LLC
37,786$1.3M0.2%GrowthHighBrentwood, TN2026-10-29
Dynamic Advisor Solutions LLC
37,435$1.3M0.0%ETFLowPhoenix, AZ2026-10-13
Diversify Advisory Services, LLC
37,398$1.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
37,398$1.3M0.0%GrowthMediumSandy, UT2026-10-20
BIP Wealth, LLC
36,960$1.3M0.0%ETFMediumAtlanta, GA2026-10-22
Columbia Advisory Partners LLC
36,947$1.3M0.7%ETFMediumSpokane, WA2026-10-15
PFG Advisors
36,619$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Caliber Wealth Management, LLC / KS
35,693$1.2M0.1%ETFLowOverland Park, KS2026-11-04
Somerset Trust Co
34,185$1.2M0.3%CoreVery LowSomerset, PA2026-10-13
Journey Retirement Planning & Investment Management LLC
32,825$1.1M0.8%CoreLowAmmon, ID2026-10-09
Integrity Alliance, Llc.
32,426$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Verdence Capital Advisors LLC
31,320$1.1M0.0%CoreMediumHunt Valley, MD2026-10-26
BCS Wealth Management
30,007$1.0M0.2%ETFVery LowJohnson City, TN2026-11-03
Claro Advisors Inc.
29,930$1.0M0.1%CoreLowBoston, MA2026-11-02
Stegent Equity Advisors, Inc.
29,261$1.0M0.8%ETFHighHouston, TX2026-10-13
MGO One Seven LLC
28,419$993.2K0.0%GrowthLowBeachwood, OH2026-10-28
Blue Trust, Inc.
27,897$975.0K0.0%ETFLowBrentwood, TN2026-10-15
TopTier Wealth Management, LLC
27,852$973.4K0.6%ETFVery LowMuskego, WI2026-10-16
Integrated Wealth Management
24,730$864.3K0.9%ETFHighUniontown, OH2026-10-19
BFI Wealth Solutions, LLC
23,061$806.0K0.6%ETFLowDallas, TX2026-10-16
Range Financial Group LLC
22,842$798.3K0.2%GARPMediumTigard, OR2026-10-21
Ashton Thomas Private Wealth, LLC
21,274$743.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Beam Wealth Advisors, Inc.
20,898$730.4K0.2%ETFMediumCovington, LA2026-11-03
ACT Advisors, Llc.
20,630$721.0K0.2%ETFMediumAsheville, NC2026-10-15
Advisor OS, LLC
20,381$712.3K0.0%ETFMediumChicago, IL2026-11-03
Vestia Personal Wealth Advisors
20,196$705.9K0.3%ETFMediumFort Wayne, IN2026-10-20
Vise Technologies, Inc.
19,926$696.4K0.0%IndexLowNew York, NY2026-10-29
Richard P Slaughter Associates Inc
18,998$664.0K0.1%ETFMediumAustin, TX2026-10-13
Tounjian Advisory Partners, LLC
18,555$648.5K0.3%GrowthHighFort Myers, FL2026-11-04
Worth Asset Management, LLC
17,729$619.6K0.2%ETFHighDallas, TX2026-10-07
Fermata Advisors, LLC
17,380$607.4K0.1%ETFLowSonoma, CA2026-10-13
Grant Street Asset Management, Inc.
16,239$567.6K0.1%ETFVery LowCanonsburg, PA2026-10-26
Fortune Financial Group, Inc.
15,966$558.0K0.5%ETFHighNaples, FL2026-10-22
Maia Wealth LLC
15,751$550.5K0.1%ETFMediumDenver, CO2026-10-19
Clear Creek Financial Management, LLC
14,532$507.9K0.0%ETFMediumSilverdale, WA2026-10-28
EverSource Wealth Advisors, LLC
13,570$474.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sugar Maple Asset Management, LLC
13,500$471.8K0.3%ETFMediumSister Bay, WI2026-10-13
TrustBank
13,435$469.6K0.1%ETFVery LowOlney, IL2026-10-20
Patriot Financial Group Insurance Agency, LLC
13,004$454.5K0.0%GrowthLowWalpole, MA2026-10-14
Balance Wealth Partners LLC
12,950$452.6K0.1%ETFMediumWorthington, OH2026-10-27
City Center Advisors, LLC
12,872$449.9K0.3%ETFMediumTroy, MI2026-10-08
D.B. Root & Company, LLC
12,600$440.4K0.1%ETFLowPittsburgh, PA2026-11-04
Simplicity Wealth,LLC
12,132$424.0K0.0%ETFLowSummit, NJ2026-10-23
PCA Investment Advisory Services Inc.
12,000$419.4K0.1%ETFVery LowCincinnati, OH2026-10-13
Wealth Management Partners, LLC
11,803$412.5K0.1%Agg GrowthLowTucson, AZ2026-10-21
Signal Advisors Wealth, LLC
11,654$407.3K0.0%ETFLowDetroit, MI2026-10-13
Balboa Wealth Partners
11,469$400.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
IFP Advisors, Inc
11,136$389.2K0.0%GrowthLowTampa, FL2026-10-16
O'Connor Financial Group LLC
10,996$384.3K0.1%ETFLowQuincy, IL2026-10-26
Blvd Private Wealth, LLC
10,381$362.8K0.3%CoreMediumProspect, KY2026-10-14
Insight Wealth Partners, LLC
10,342$361.5K0.0%ETFLowPlano, TX2026-10-26
Partners Wealth Management, LLC
10,103$353.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Kingswood Wealth Advisors, LLC
10,080$352.3K0.0%GrowthLowSan Diego, CA2026-10-23
Triton Wealth Management, Pllc
10,048$351.3K0.1%ETFMediumSun City, AZ2026-11-04
Cambridge Advisors Inc.
10,004$349.6K0.1%ETFVery LowOmaha, NE2026-10-19
Financial Network Wealth Advisors LLC
9,899$346.0K0.3%ETFLowMurray, UT2026-10-28
Accurate Wealth Management, LLC
9,515$333.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
NBT Bank, N.A.
8,871$310.0K0.0%CoreLowNorwich, NY2026-10-21
NWF Advisory Services Inc.
8,858$309.6K0.0%GARPLowLos Angeles, CA2026-10-19
Oppenheimer & Co Inc
8,650$302.3K0.0%CoreLowNew York, NY2026-10-26
Redhawk Wealth Advisors, Inc.
8,563$299.3K0.0%ETFHighMinneapolis, MN2026-10-14
Private Trust Co NA
8,450$295.3K0.0%CoreLowCleveland, OH2026-10-20
Choreo, LLC
7,968$278.5K0.0%IndexLowRockford, IL2026-10-28
4J Wealth Management LLC
7,936$277.4K0.1%ETFMediumMclean, VA2026-11-02
Curran Financial Partners, LLC
7,824$273.4K0.0%ETFMediumDaniel Island, SC2026-11-04
Souders Financial Advisors
7,701$269.2K0.0%ETFLowCincinnati, OH2026-11-03
International Assets Investment Management, LLC
7,550$263.6K0.0%CoreVery HighOrlando, FL2026-11-02
Gilpin Wealth Management, LLC
7,520$262.8K0.2%GrowthLowDenver, CO2026-10-09
Peak Wealth Management LLC
7,087$248.5K0.2%ETFMediumNashua, NH2026-10-26
FC Advisory LLC
6,757$236.1K0.1%ETFVery LowWest Chester, PA2026-10-05
Bright Futures Wealth Management, Llc.
6,390$223.3K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Wedbush Securities Inc
5,973$2090.0%CoreLowPasadena, CA2026-10-22
LFG Wealth Partners, LLC
5,925$207.1K0.1%CoreMediumElizabethtown, KY2026-10-28
GGM Financial LLC
5,537$193.5K0.1%ETFMediumColumbus, OH2026-11-05
Lanark Financial, Inc.
3,729$130.3K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
3,552$124.1K0.0%ETFMediumKokomo, IN2026-11-04
Westside Investment Management, Inc.
2,800$97.9K0.0%GrowthLowSanta Monica, CA2026-11-02
GHP Investment Advisors, Inc.
2,508$87.7K0.0%CoreVery LowDenver, CO2026-10-15
Weaver Capital Management LLC
2,228$77.9K0.0%GrowthMediumSuwanee, GA2026-10-15
Wealth Enhancement Trust Services, Inc.
2,220$77.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Physician Wealth Advisors, Inc.
1,850$64.7K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
1,571$54.9K0.0%ETFMediumEncinitas, CA2026-10-21
Wolff Wiese Magana LLC
719$25.1K0.0%GrowthLowCarslbad, CA2026-10-15
Golden State Wealth Management, LLC
600$21.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
532$18.6K0.0%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
390$13.6K0.0%ETFMediumChicago, IL2026-10-14
Breakwater Investment Management
132$4.6K0.0%ETFLowSeattle, WA2026-10-20
Cape Investment Advisory, Inc.
100$3.5K0.0%ETFLowMcdonough, GA2026-10-13
Latitude Advisors, LLC
100$3.5K0.0%ETFLowYorkville, IL2026-10-27
Wilmington Savings Fund Society, FSB
58$2.0K0.0%CoreLowWilmington, DE2026-10-23
Dhjj Financial Advisors, Ltd.
40$1.4K0.0%ETFVery LowNaperville, IL2026-10-23
Prairie Wealth Advisors, Inc.
0$6.8M1.5%CoreVery LowOmaha, NE2026-10-29