BlackRock MUN Income TR

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Formidable Asset Management, LLC

NEW

Shares17,874

Change+17,874

Value$179.3K

Filed 2026-04-22

Karpus Management, Inc.

CLOSED

Shares0 from 4,953,591

Change-4,953,591 (-100%)

Value$0 (-$49.7M)

Filed 2026-05-14

Robinson Capital Management, LLC

CLOSED

Shares0 from 1,038,657

Change-1,038,657 (-100%)

Value$0 (-$10.4M)

Filed 2026-05-11

Mackay Shields LLC

CLOSED

Shares0 from 833,784

Change-833,784 (-100%)

Value$0 (-$8.4M)

Filed 2026-04-27

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 823,645

Change-823,645 (-100%)

Value$0 (-$8.3M)

Filed 2026-05-13

Advisors Asset Management, Inc.

CLOSED

Shares0 from 686,964

Change-686,964 (-100%)

Value$0 (-$6.9M)

Filed 2026-05-15

Bank of America Corp

CLOSED

Shares0 from 651,303

Change-651,303 (-100%)

Value$0 (-$6.5M)

Filed 2026-05-18

Pathstone Holdings, LLC

CLOSED

Shares0 from 563,354

Change-563,354 (-100%)

Value$0 (-$5.7M)

Filed 2026-05-11

Van Eck Associates Corp

CLOSED

Shares0 from 364,133

Change-364,133 (-100%)

Value$0 (-$3.7K)

Filed 2026-05-15

Wells Fargo & Company

CLOSED

Shares0 from 362,288

Change-362,288 (-100%)

Value$0 (-$3.6M)

Filed 2026-07-08

Rareview Capital LLC

CLOSED

Shares0 from 356,821

Change-356,821 (-100%)

Value$0 (-$3.4M)

Filed 2026-04-27

Guggenheim Capital LLC

CLOSED

Shares0 from 348,194

Change-348,194 (-100%)

Value$0 (-$3.5M)

Filed 2026-05-15

Morgan Stanley

CLOSED

Shares0 from 339,289

Change-339,289 (-100%)

Value$0 (-$3.4M)

Filed 2026-05-15

Fiera Capital Corp

CLOSED

Shares0 from 296,425

Change-296,425 (-100%)

Value$0 (-$3.0M)

Filed 2026-05-12

Dakota Wealth Management

CLOSED

Shares0 from 234,537

Change-234,537 (-100%)

Value$0 (-$2.4M)

Filed 2026-08-26

Raymond James Financial Inc

CLOSED

Shares0 from 212,515

Change-212,515 (-100%)

Value$0 (-$2.1M)

Filed 2026-05-14

Wakefield Asset Management Lllp

CLOSED

Shares0 from 182,789

Change-182,789 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-12

Callahan Advisors, LLC

CLOSED

Shares0 from 179,326

Change-179,326 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-12

LPL Financial LLC

CLOSED

Shares0 from 172,686

Change-172,686 (-100%)

Value$0 (-$1.7M)

Filed 2026-05-06

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 165,905

Change-165,905 (-100%)

Value$0 (-$1.7M)

Filed 2026-05-05

UBS Group AG

CLOSED

Shares0 from 149,220

Change-149,220 (-100%)

Value$0 (-$1.5M)

Filed 2026-05-05

Envestnet Asset Management Inc

CLOSED

Shares0 from 132,999

Change-132,999 (-100%)

Value$0 (-$1.3M)

Filed 2026-05-04

Westview Management dba Westview Investment Advisors

CLOSED

Shares0 from 121,838

Change-121,838 (-100%)

Value$0 (-$1.2M)

Filed 2026-05-08

Park Avenue Securities LLC

CLOSED

Shares0 from 116,737

Change-116,737 (-100%)

Value$0 (-$1.2K)

Filed 2026-04-07

Atala Financial Inc

CLOSED

Shares0 from 107,716

Change-107,716 (-100%)

Value$0 (-$1.1M)

Filed 2026-04-10

Royal Bank of Canada

CLOSED

Shares0 from 104,249

Change-104,249 (-100%)

Value$0 (-$1.0M)

Filed 2026-05-15

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 100,900

Change-100,900 (-100%)

Value$0 (-$1.0M)

Filed 2026-04-10

City of London Investment Management Co LTD

CLOSED

Shares0 from 96,407

Change-96,407 (-100%)

Value$0 (-$967.0K)

Filed 2026-05-15

Mathes Company, Inc.

CLOSED

Shares0 from 81,500

Change-81,500 (-100%)

Value$0 (-$817)

Filed 2026-05-08

Gridiron Partners, LLC

CLOSED

Shares0 from 74,225

Change-74,225 (-100%)

Value$0 (-$744.5K)

Filed 2026-04-13

Compass Financial Group, Inc

CLOSED

Shares0 from 67,199

Change-67,199 (-100%)

Value$0 (-$674.0K)

Filed 2026-04-29

Ackerman Capital Advisors, LLC

CLOSED

Shares0 from 61,567

Change-61,567 (-100%)

Value$0 (-$617.5K)

Filed 2026-05-05

Signature Estate & Investment Advisors LLC

CLOSED

Shares0 from 54,990

Change-54,990 (-100%)

Value$0 (-$551.6K)

Filed 2026-04-15

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 53,759

Change-53,759 (-100%)

Value$0 (-$539)

Filed 2026-04-30

Bank of New York Mellon Corp

CLOSED

Shares0 from 51,768

Change-51,768 (-100%)

Value$0 (-$519.2K)

Filed 2026-05-05

Osaic Holdings, Inc.

CLOSED

Shares0 from 46,207

Change-46,207 (-100%)

Value$0 (-$463.5K)

Filed 2026-05-15

Jane Street Group, LLC

CLOSED

Shares0 from 46,166

Change-46,166 (-100%)

Value$0 (-$463.0K)

Filed 2026-05-12

Fortitude Advisory Group L.L.C.

CLOSED

Shares0 from 40,514

Change-40,514 (-100%)

Value$0 (-$406.4K)

Filed 2026-04-28

Cetera Investment Advisers

CLOSED

Shares0 from 39,124

Change-39,124 (-100%)

Value$0 (-$392.4K)

Filed 2026-05-13

Stifel Financial Corp

CLOSED

Shares0 from 38,720

Change-38,720 (-100%)

Value$0 (-$388.4K)

Filed 2026-05-12

NewEdge Advisors, LLC

CLOSED

Shares0 from 36,996

Change-36,996 (-100%)

Value$0 (-$371.1K)

Filed 2026-06-03

Westchester Capital Management, LLC

CLOSED

Shares0 from 35,704

Change-35,704 (-100%)

Value$0 (-$358.1K)

Filed 2026-05-15

HighTower Advisors, LLC

CLOSED

Shares0 from 34,992

Change-34,992 (-100%)

Value$0 (-$351.0K)

Filed 2026-05-05

Scarborough Advisors, LLC

CLOSED

Shares0 from 34,000

Change-34,000 (-100%)

Value$0 (-$341.0K)

Filed 2026-05-07

Orion Porfolio Solutions, LLC

CLOSED

Shares0 from 31,018

Change-31,018 (-100%)

Value$0 (-$311.1K)

Filed 2026-05-13

Wesbanco Bank Inc

CLOSED

Shares0 from 29,518

Change-29,518 (-100%)

Value$0 (-$296.1K)

Filed 2026-04-21

StoneX Group Inc.

CLOSED

Shares0 from 29,355

Change-29,355 (-100%)

Value$0 (-$294.4K)

Filed 2026-05-14

Integrated Capital Management, Inc.

CLOSED

Shares0 from 28,119

Change-28,119 (-100%)

Value$0 (-$282.0K)

Filed 2026-05-07

Wellspring Financial Advisors, LLC

CLOSED

Shares0 from 27,000

Change-27,000 (-100%)

Value$0 (-$270.8K)

Filed 2026-05-15

Centaurus Financial, Inc.

CLOSED

Shares0 from 25,438

Change-25,438 (-100%)

Value$0 (-$255)

Filed 2026-05-18

Closed-End Fund Advisors, Inc.

CLOSED

Shares0 from 24,435

Change-24,435 (-100%)

Value$0 (-$245.1K)

Filed 2026-05-11

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 23,703

Change-23,703 (-100%)

Value$0 (-$237.7K)

Filed 2026-05-08

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 22,602

Change-22,602 (-100%)

Value$0 (-$226.7K)

Filed 2026-04-27

Bank of Montreal

CLOSED

Shares0 from 22,519

Change-22,519 (-100%)

Value$0 (-$225.9K)

Filed 2026-05-13

Cary Street Partners Financial LLC

CLOSED

Shares0 from 21,752

Change-21,752 (-100%)

Value$0 (-$218.2K)

Filed 2026-04-29

Balyasny Asset Management L.P.

CLOSED

Shares0 from 18,616

Change-18,616 (-100%)

Value$0 (-$186.7K)

Filed 2026-05-15

Lido Advisors, LLC

CLOSED

Shares0 from 18,308

Change-18,308 (-100%)

Value$0 (-$184.9K)

Filed 2026-05-13

Goldman Sachs Group Inc

CLOSED

Shares0 from 16,026

Change-16,026 (-100%)

Value$0 (-$160.7K)

Filed 2026-05-15

Tyche Wealth Partners LLC

CLOSED

Shares0 from 14,403

Change-14,403 (-100%)

Value$0 (-$144.5K)

Filed 2026-05-06

Duncker Streett & Co Inc

CLOSED

Shares0 from 14,024

Change-14,024 (-100%)

Value$0 (-$140.7K)

Filed 2026-04-29

Realta Investment Advisors

CLOSED

Shares0 from 13,550

Change-13,550 (-100%)

Value$0 (-$135.9K)

Filed 2026-04-22

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 11,272

Change-11,272 (-100%)

Value$0 (-$113.1K)

Filed 2026-05-08

MML Investors Services, LLC

CLOSED

Shares0 from 10,500

Change-10,500 (-100%)

Value$0 (-$105.3K)

Filed 2026-05-04

180 Wealth Advisors, LLC

CLOSED

Shares0 from 10,433

Change-10,433 (-100%)

Value$0 (-$104.6K)

Filed 2026-05-01

Snowden Capital Advisors LLC

CLOSED

Shares0 from 10,421

Change-10,421 (-100%)

Value$0 (-$104.5K)

Filed 2026-05-15

First Trust Advisors LP

CLOSED

Shares0 from 10,040

Change-10,040 (-100%)

Value$0 (-$100.7K)

Filed 2026-05-13

Spire Wealth Management

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$100.3K)

Filed 2026-04-22

Palogic Value Management, L.P.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$100.3K)

Filed 2026-05-15

Noble Wealth Management PBC

CLOSED

Shares0 from 9,418

Change-9,418 (-100%)

Value$0 (-$94.5K)

Filed 2026-04-02

Kestra Advisory Services, LLC

CLOSED

Shares0 from 6,078

Change-6,078 (-100%)

Value$0 (-$61.0K)

Filed 2026-04-30

Elyxium Wealth, LLC

CLOSED

Shares0 from 4,357

Change-4,357 (-100%)

Value$0 (-$43.7K)

Filed 2026-05-06

Allworth Financial LP

CLOSED

Shares0 from 3,261

Change-3,261 (-100%)

Value$0 (-$32.7K)

Filed 2026-05-15

MAI Capital Management

CLOSED

Shares0 from 3,067

Change-3,067 (-100%)

Value$0 (-$30.8K)

Filed 2026-05-15

Fifth Third Bancorp

CLOSED

Shares0 from 2,055

Change-2,055 (-100%)

Value$0 (-$20.6K)

Filed 2026-05-01

Caldwell Trust Co

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$20.1K)

Filed 2026-04-22

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 1,900

Change-1,900 (-100%)

Value$0 (-$19.1K)

Filed 2026-05-07

Hollencrest Capital Management

CLOSED

Shares0 from 1,830

Change-1,830 (-100%)

Value$0 (-$18.4K)

Filed 2026-05-07

Bartlett & Co. Wealth Management LLC

CLOSED

Shares0 from 1,383

Change-1,383 (-100%)

Value$0 (-$13.9K)

Filed 2026-05-06

Kilter Group LLC

CLOSED

Shares0 from 1,266

Change-1,266 (-100%)

Value$0 (-$12.7K)

Filed 2026-05-14

Blue Trust, Inc.

CLOSED

Shares0 from 247

Change-247 (-100%)

Value$0 (-$2.5K)

Filed 2026-04-20

Assetmark, Inc

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$251)

Filed 2026-05-06

Bernard Wealth Management Corp.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$24)

Filed 2026-05-15

Comerica Bank

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Atlantic Trust Group, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

	Status
Formidable Asset Management, LLC	NEW	17,874	—	+17,874	—	—	$179.3K	—	2026-04-22
Karpus Management, Inc.	CLOSED	0	4,953,591	-4,953,591	-100%	$49.7M	$0	-$49.7M	2026-05-14
Robinson Capital Management, LLC	CLOSED	0	1,038,657	-1,038,657	-100%	$10.4M	$0	-$10.4M	2026-05-11
Mackay Shields LLC	CLOSED	0	833,784	-833,784	-100%	$8.4M	$0	-$8.4M	2026-04-27
Hennion & Walsh Asset Management, Inc.	CLOSED	0	823,645	-823,645	-100%	$8.3M	$0	-$8.3M	2026-05-13
Advisors Asset Management, Inc.	CLOSED	0	686,964	-686,964	-100%	$6.9M	$0	-$6.9M	2026-05-15
Bank of America Corp	CLOSED	0	651,303	-651,303	-100%	$6.5M	$0	-$6.5M	2026-05-18
Pathstone Holdings, LLC	CLOSED	0	563,354	-563,354	-100%	$5.7M	$0	-$5.7M	2026-05-11
Van Eck Associates Corp	CLOSED	0	364,133	-364,133	-100%	$3.7K	$0	-$3.7K	2026-05-15
Wells Fargo & Company	CLOSED	0	362,288	-362,288	-100%	$3.6M	$0	-$3.6M	2026-07-08
Rareview Capital LLC	CLOSED	0	356,821	-356,821	-100%	$3.4M	$0	-$3.4M	2026-04-27
Guggenheim Capital LLC	CLOSED	0	348,194	-348,194	-100%	$3.5M	$0	-$3.5M	2026-05-15
Morgan Stanley	CLOSED	0	339,289	-339,289	-100%	$3.4M	$0	-$3.4M	2026-05-15
Fiera Capital Corp	CLOSED	0	296,425	-296,425	-100%	$3.0M	$0	-$3.0M	2026-05-12
Dakota Wealth Management	CLOSED	0	234,537	-234,537	-100%	$2.4M	$0	-$2.4M	2026-08-26
Raymond James Financial Inc	CLOSED	0	212,515	-212,515	-100%	$2.1M	$0	-$2.1M	2026-05-14
Wakefield Asset Management Lllp	CLOSED	0	182,789	-182,789	-100%	$1.8M	$0	-$1.8M	2026-05-12
Callahan Advisors, LLC	CLOSED	0	179,326	-179,326	-100%	$1.8M	$0	-$1.8M	2026-05-12
LPL Financial LLC	CLOSED	0	172,686	-172,686	-100%	$1.7M	$0	-$1.7M	2026-05-06
Allspring Global Investments Holdings, LLC	CLOSED	0	165,905	-165,905	-100%	$1.7M	$0	-$1.7M	2026-05-05
UBS Group AG	CLOSED	0	149,220	-149,220	-100%	$1.5M	$0	-$1.5M	2026-05-05
Envestnet Asset Management Inc	CLOSED	0	132,999	-132,999	-100%	$1.3M	$0	-$1.3M	2026-05-04
Westview Management dba Westview Investment Advisors	CLOSED	0	121,838	-121,838	-100%	$1.2M	$0	-$1.2M	2026-05-08
Park Avenue Securities LLC	CLOSED	0	116,737	-116,737	-100%	$1.2K	$0	-$1.2K	2026-04-07
Atala Financial Inc	CLOSED	0	107,716	-107,716	-100%	$1.1M	$0	-$1.1M	2026-04-10
Royal Bank of Canada	CLOSED	0	104,249	-104,249	-100%	$1.0M	$0	-$1.0M	2026-05-15
Melfa Wealth Management, Inc.	CLOSED	0	100,900	-100,900	-100%	$1.0M	$0	-$1.0M	2026-04-10
City of London Investment Management Co LTD	CLOSED	0	96,407	-96,407	-100%	$967.0K	$0	-$967.0K	2026-05-15
Mathes Company, Inc.	CLOSED	0	81,500	-81,500	-100%	$817	$0	-$817	2026-05-08
Gridiron Partners, LLC	CLOSED	0	74,225	-74,225	-100%	$744.5K	$0	-$744.5K	2026-04-13
Compass Financial Group, Inc	CLOSED	0	67,199	-67,199	-100%	$674.0K	$0	-$674.0K	2026-04-29
Ackerman Capital Advisors, LLC	CLOSED	0	61,567	-61,567	-100%	$617.5K	$0	-$617.5K	2026-05-05
Signature Estate & Investment Advisors LLC	CLOSED	0	54,990	-54,990	-100%	$551.6K	$0	-$551.6K	2026-04-15
Cambridge Investment Research Advisors, Inc.	CLOSED	0	53,759	-53,759	-100%	$539	$0	-$539	2026-04-30
Bank of New York Mellon Corp	CLOSED	0	51,768	-51,768	-100%	$519.2K	$0	-$519.2K	2026-05-05
Osaic Holdings, Inc.	CLOSED	0	46,207	-46,207	-100%	$463.5K	$0	-$463.5K	2026-05-15
Jane Street Group, LLC	CLOSED	0	46,166	-46,166	-100%	$463.0K	$0	-$463.0K	2026-05-12
Fortitude Advisory Group L.L.C.	CLOSED	0	40,514	-40,514	-100%	$406.4K	$0	-$406.4K	2026-04-28
Cetera Investment Advisers	CLOSED	0	39,124	-39,124	-100%	$392.4K	$0	-$392.4K	2026-05-13
Stifel Financial Corp	CLOSED	0	38,720	-38,720	-100%	$388.4K	$0	-$388.4K	2026-05-12
NewEdge Advisors, LLC	CLOSED	0	36,996	-36,996	-100%	$371.1K	$0	-$371.1K	2026-06-03
Westchester Capital Management, LLC	CLOSED	0	35,704	-35,704	-100%	$358.1K	$0	-$358.1K	2026-05-15
HighTower Advisors, LLC	CLOSED	0	34,992	-34,992	-100%	$351.0K	$0	-$351.0K	2026-05-05
Scarborough Advisors, LLC	CLOSED	0	34,000	-34,000	-100%	$341.0K	$0	-$341.0K	2026-05-07
Orion Porfolio Solutions, LLC	CLOSED	0	31,018	-31,018	-100%	$311.1K	$0	-$311.1K	2026-05-13
Wesbanco Bank Inc	CLOSED	0	29,518	-29,518	-100%	$296.1K	$0	-$296.1K	2026-04-21
StoneX Group Inc.	CLOSED	0	29,355	-29,355	-100%	$294.4K	$0	-$294.4K	2026-05-14
Integrated Capital Management, Inc.	CLOSED	0	28,119	-28,119	-100%	$282.0K	$0	-$282.0K	2026-05-07
Wellspring Financial Advisors, LLC	CLOSED	0	27,000	-27,000	-100%	$270.8K	$0	-$270.8K	2026-05-15
Centaurus Financial, Inc.	CLOSED	0	25,438	-25,438	-100%	$255	$0	-$255	2026-05-18
Closed-End Fund Advisors, Inc.	CLOSED	0	24,435	-24,435	-100%	$245.1K	$0	-$245.1K	2026-05-11
Steward Partners Investment Advisory, LLC	CLOSED	0	23,703	-23,703	-100%	$237.7K	$0	-$237.7K	2026-05-08
Commonwealth Equity Services, LLC	CLOSED	0	22,602	-22,602	-100%	$226.7K	$0	-$226.7K	2026-04-27
Bank of Montreal	CLOSED	0	22,519	-22,519	-100%	$225.9K	$0	-$225.9K	2026-05-13
Cary Street Partners Financial LLC	CLOSED	0	21,752	-21,752	-100%	$218.2K	$0	-$218.2K	2026-04-29
Balyasny Asset Management L.P.	CLOSED	0	18,616	-18,616	-100%	$186.7K	$0	-$186.7K	2026-05-15
Lido Advisors, LLC	CLOSED	0	18,308	-18,308	-100%	$184.9K	$0	-$184.9K	2026-05-13
Goldman Sachs Group Inc	CLOSED	0	16,026	-16,026	-100%	$160.7K	$0	-$160.7K	2026-05-15
Tyche Wealth Partners LLC	CLOSED	0	14,403	-14,403	-100%	$144.5K	$0	-$144.5K	2026-05-06
Duncker Streett & Co Inc	CLOSED	0	14,024	-14,024	-100%	$140.7K	$0	-$140.7K	2026-04-29
Realta Investment Advisors	CLOSED	0	13,550	-13,550	-100%	$135.9K	$0	-$135.9K	2026-04-22
PNC Financial Services Group, Inc.	CLOSED	0	11,272	-11,272	-100%	$113.1K	$0	-$113.1K	2026-05-08
MML Investors Services, LLC	CLOSED	0	10,500	-10,500	-100%	$105.3K	$0	-$105.3K	2026-05-04
180 Wealth Advisors, LLC	CLOSED	0	10,433	-10,433	-100%	$104.6K	$0	-$104.6K	2026-05-01
Snowden Capital Advisors LLC	CLOSED	0	10,421	-10,421	-100%	$104.5K	$0	-$104.5K	2026-05-15
First Trust Advisors LP	CLOSED	0	10,040	-10,040	-100%	$100.7K	$0	-$100.7K	2026-05-13
Spire Wealth Management	CLOSED	0	10,000	-10,000	-100%	$100.3K	$0	-$100.3K	2026-04-22
Palogic Value Management, L.P.	CLOSED	0	10,000	-10,000	-100%	$100.3K	$0	-$100.3K	2026-05-15
Noble Wealth Management PBC	CLOSED	0	9,418	-9,418	-100%	$94.5K	$0	-$94.5K	2026-04-02
Kestra Advisory Services, LLC	CLOSED	0	6,078	-6,078	-100%	$61.0K	$0	-$61.0K	2026-04-30
Elyxium Wealth, LLC	CLOSED	0	4,357	-4,357	-100%	$43.7K	$0	-$43.7K	2026-05-06
Allworth Financial LP	CLOSED	0	3,261	-3,261	-100%	$32.7K	$0	-$32.7K	2026-05-15
MAI Capital Management	CLOSED	0	3,067	-3,067	-100%	$30.8K	$0	-$30.8K	2026-05-15
Fifth Third Bancorp	CLOSED	0	2,055	-2,055	-100%	$20.6K	$0	-$20.6K	2026-05-01
Caldwell Trust Co	CLOSED	0	2,000	-2,000	-100%	$20.1K	$0	-$20.1K	2026-04-22
Northwestern Mutual Wealth Management Co	CLOSED	0	1,900	-1,900	-100%	$19.1K	$0	-$19.1K	2026-05-07
Hollencrest Capital Management	CLOSED	0	1,830	-1,830	-100%	$18.4K	$0	-$18.4K	2026-05-07
Bartlett & Co. Wealth Management LLC	CLOSED	0	1,383	-1,383	-100%	$13.9K	$0	-$13.9K	2026-05-06
Kilter Group LLC	CLOSED	0	1,266	-1,266	-100%	$12.7K	$0	-$12.7K	2026-05-14
Blue Trust, Inc.	CLOSED	0	247	-247	-100%	$2.5K	$0	-$2.5K	2026-04-20
Assetmark, Inc	CLOSED	0	25	-25	-100%	$251	$0	-$251	2026-05-06
Bernard Wealth Management Corp.	CLOSED	0	2	-2	-100%	$24	$0	-$24	2026-05-15
Comerica Bank	N/A	—	2,500	-2,500	-100%	$25.1K	—	—	—
Atlantic Trust Group, LLC	N/A	—	140	-140	-100%	$1.4K	—	—	—

Showing 84 of 84 institutions