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BlackRock ENH Glbl DVD TR (XBOEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares510,594 from 521,982
Change-11,388 (-2%)
Value$6.0M (-$347.0K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares450,679 from 459,281
Change-8,602 (-2%)
Value$5.3M (-$288.8K)
Filed 2026-11-04
Shaker Financial Services, LLC
INCREASED
Shares179,043 from 157,824
Change+21,219 (+13%)
Value$2.1M (+$183.1K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares168,004 from 175,264
Change-7,260 (-4%)
Value$2.0K (-$2.1M)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares147,023 from 148,917
Change-1,894 (-1%)
Value$1.7M (-$83.2K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares136,288 from 135,816
Change+472 (+0%)
Value$1.6K (-$1.6M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares130,011 from 137,792
Change-7,781 (-6%)
Value$1.5K (-$1.7M)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares85,478 from 86,561
Change-1,083 (-1%)
Value$998.4K (-$48.1K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
UNCHANGED
Shares85,274 from 85,274
Change0 (0%)
Value$996.0K (+$61.4K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares70,906 from 62,756
Change+8,150 (+13%)
Value$828.2K (+$69.5K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares70,398 from 71,915
Change-1,517 (-2%)
Value$822.3K (-$47.2K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED
Shares70,190 from 70,456
Change-266 (0%)
Value$819.8K (-$32.0K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares66,427 from 66,375
Change+52 (+0%)
Value$775.9K (-$26.6K)
Filed 2026-11-05
Stolper Co
DECREASED
Shares65,655 from 66,870
Change-1,215 (-2%)
Value$767 (-$41)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares50,801 from 49,876
Change+925 (+2%)
Value$593.4K (-$9.7K)
Filed 2026-11-02
Avory & Company, LLC
UNCHANGED
Shares46,196 from 46,196
Change0 (0%)
Value$539.6K (-$18.9K)
Filed 2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED
Shares45,212 from 46,691
Change-1,479 (-3%)
Value$528.1K (-$36.4K)
Filed 2026-11-04
Wolverine Asset Management LLC
NEW
Shares42,487
Change+42,487
Value$496.2K
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares35,138 from 32,745
Change+2,393 (+7%)
Value$410.4K (+$14.5K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares35,030 from 37,905
Change-2,875 (-8%)
Value$409.2K (-$49.1K)
Filed 2026-11-05
Abel Hall, LLC
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$385.4K (-$13.5K)
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares32,190 from 32,190
Change0 (0%)
Value$376.0K (-$13.2K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
INCREASED
Shares32,036 from 31,396
Change+640 (+2%)
Value$374.2K (-$5.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
UNCHANGED
Shares31,660 from 31,660
Change0 (0%)
Value$369.8K (-$13.0K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares27,754 from 27,626
Change+128 (+0%)
Value$324.2K (-$9.8K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$315.4K (-$11.1K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares25,371 from 29,045
Change-3,674 (-13%)
Value$296.3K (-$54.8K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
NEW
Shares24,830
Change+24,830
Value$290.0K
Filed 2026-11-06
Integrated Capital Management, Inc.
INCREASED
Shares21,564 from 20,574
Change+990 (+5%)
Value$251.9K (+$3.1K)
Filed 2026-10-09
Apollon Wealth Management, LLC
NEW
Shares20,463
Change+20,463
Value$239.0K
Filed 2026-10-23
Accredited Investor Services, LLC
DECREASED
Shares18,665 from 18,752
Change-87 (0%)
Value$218.0K (-$8.7K)
Filed 2026-10-22
Todd Wealth Management, LLC
DECREASED
Shares15,291 from 15,317
Change-26 (0%)
Value$178.6K (-$6.6K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,989 from 13,623
Change+1,366 (+10%)
Value$175.4K (+$8.1K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares14,896 from 14,982
Change-86 (-1%)
Value$174.0K (-$7.1K)
Filed 2026-11-06
PMG Family Office LLC
UNCHANGED
Shares14,062 from 14,062
Change0 (0%)
Value$164.2K (-$5.8K)
Filed 2026-10-19
Decision Investments, Inc
UNCHANGED
Shares13,350 from 13,350
Change0 (0%)
Value$155.9K (-$5.5K)
Filed 2026-10-07
Ashton Thomas Securities, LLC
DECREASED
Shares13,250 from 17,750
Change-4,500 (-25%)
Value$154.8K (-$59.8K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares13,150 from 13,102
Change+48 (+0%)
Value$153.6K (-$4.8K)
Filed 2026-10-26
Ballast Rock Private Wealth LLC
UNCHANGED
Shares12,346 from 12,346
Change0 (0%)
Value$144.2K (-$5.1K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
INCREASED
Shares12,157 from 12,088
Change+69 (+1%)
Value$142.0K (-$4.1K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares11,703 from 11,598
Change+105 (+1%)
Value$137 (-$139.9K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares11,220 from 17,808
Change-6,588 (-37%)
Value$131.1K (-$84.2K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares11,011 from 18,439
Change-7,428 (-40%)
Value$128.8K (-$94.0K)
Filed 2026-11-06
Csenge Advisory Group
NEW
Shares10,447
Change+10,447
Value$122.0K
Filed 2026-11-04
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$116.8K (-$4.1K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares7,701 from 8,529
Change-828 (-10%)
Value$89.9K (-$13.2K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares6,434 from 1,406
Change+5,028 (+358%)
Value$75.1K (+$58.2K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$54.0K (-$1.9K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares4,516 from 4,407
Change+109 (+2%)
Value$52.7K (-$534)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares4,196 from 384
Change+3,812 (+993%)
Value$49.0K (+$44.4K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares3,854 from 3,766
Change+88 (+2%)
Value$45.0K (-$516)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$35.9K (-$1.3K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$24.0K ($0)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$17.5K (-$615)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares716 from 702
Change+14 (+2%)
Value$8.4K (-$119)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares477
Change+477
Value$5.6K
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED
Shares325 from 775
Change-450 (-58%)
Value$3.8K (-$5.6K)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$3.2K (-$113)
Filed 2026-10-27
Highline Wealth Partners LLC
DECREASED
Shares244 from 250
Change-6 (-2%)
Value$2.9K (-$173)
Filed 2026-10-19
DecisionPoint Financial, LLC
NEW
Shares176
Change+176
Value$2.1K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares42 from 41
Change+1 (+2%)
Value$494 (-$7)
Filed 2026-11-04
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 12,656
Change-12,656 (-100%)
Value$0 (-$153.0K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 705
Change-705 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-15
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$151.5K (-$5.3K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 8,410,855
Change-8,410,855 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,301,417
Change-1,301,417 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,274,063
Change-1,274,063 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,206,786
Change-1,206,786 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 886,755
Change-886,755 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 811,529
Change-811,529 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 674,791
Change-674,791 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 638,049
Change-638,049 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 261,365
Change-261,365 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 198,180
Change-198,180 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 163,163
Change-163,163 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 154,756
Change-154,756 (-100%)
Value—
UBS Group AG
N/A
Shares— from 138,378
Change-138,378 (-100%)
Value—
&partners
N/A
Shares— from 137,577
Change-137,577 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 97,592
Change-97,592 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 96,852
Change-96,852 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 75,128
Change-75,128 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 69,541
Change-69,541 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 66,201
Change-66,201 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,045
Change-60,045 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 52,403
Change-52,403 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 41,891
Change-41,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,802
Change-40,802 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,404
Change-35,404 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,912
Change-29,912 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,754
Change-26,754 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 26,171
Change-26,171 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,109
Change-25,109 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,038
Change-25,038 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,917
Change-21,917 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,304
Change-19,304 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,225
Change-18,225 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,686
Change-17,686 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,084
Change-15,084 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,229
Change-14,229 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,530
Change-12,530 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,029
Change-10,029 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 492
Change-492 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 206
Change-206 (-100%)
Value—
Status
LPL Financial LLC
DECREASED510,594521,982-11,388-2%$6.3M$6.0M-$347.0K2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED450,679459,281-8,602-2%$5.6M$5.3M-$288.8K2026-11-04
Shaker Financial Services, LLC
INCREASED179,043157,824+21,219+13%$1.9M$2.1M+$183.1K2026-10-14
Thrivent Financial for Lutherans
DECREASED168,004175,264-7,260-4%$2.1M$2.0K-$2.1M2026-11-05
D.A. Davidson & Co.
DECREASED147,023148,917-1,894-1%$1.8M$1.7M-$83.2K2026-10-28
Park Avenue Securities LLC
INCREASED136,288135,816+472+0%$1.6M$1.6K-$1.6M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED130,011137,792-7,781-6%$1.7M$1.5K-$1.7M2026-11-02
Centurion Wealth Management LLC
DECREASED85,47886,561-1,083-1%$1.0M$998.4K-$48.1K2026-10-13
SAX Wealth Advisors, LLC
UNCHANGED85,27485,27400%$934.6K$996.0K+$61.4K2026-10-13
Lanark Financial, Inc.
INCREASED70,90662,756+8,150+13%$758.7K$828.2K+$69.5K2026-10-26
AlphaCore Capital LLC
DECREASED70,39871,915-1,517-2%$869.4K$822.3K-$47.2K2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED70,19070,456-2660%$851.8K$819.8K-$32.0K2026-10-29
Fifth Third Bancorp
INCREASED66,42766,375+52+0%$802.5K$775.9K-$26.6K2026-11-05
Stolper Co
DECREASED65,65566,870-1,215-2%$808$767-$412026-10-13
Kestra Advisory Services, LLC
INCREASED50,80149,876+925+2%$603.0K$593.4K-$9.7K2026-11-02
Avory & Company, LLC
UNCHANGED46,19646,19600%$558.5K$539.6K-$18.9K2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED45,21246,691-1,479-3%$564.5K$528.1K-$36.4K2026-11-04
Wolverine Asset Management LLC
NEW42,487—+42,487——$496.2K—2026-11-02
Commonwealth Equity Services, LLC
INCREASED35,13832,745+2,393+7%$395.9K$410.4K+$14.5K2026-11-02
Nations Financial Group Inc,
DECREASED35,03037,905-2,875-8%$458.3K$409.2K-$49.1K2026-11-05
Abel Hall, LLC
UNCHANGED33,00033,00000%$399.0K$385.4K-$13.5K2026-10-19
Blue Trust, Inc.
UNCHANGED32,19032,19000%$389.2K$376.0K-$13.2K2026-10-15
Uhlmann Price Securities, LLC
INCREASED32,03631,396+640+2%$379.6K$374.2K-$5.4K2026-11-03
NWF Advisory Services Inc.
UNCHANGED31,66031,66000%$382.8K$369.8K-$13.0K2026-10-19
Merit Financial Group, LLC
INCREASED27,75427,626+128+0%$334.0K$324.2K-$9.8K2026-11-06
Central Trust Co
UNCHANGED27,00027,00000%$326.4K$315.4K-$11.1K2026-11-05
Choreo, LLC
DECREASED25,37129,045-3,674-13%$351.2K$296.3K-$54.8K2026-10-28
Kestra Private Wealth Services, LLC
NEW24,830—+24,830——$290.0K—2026-11-06
Integrated Capital Management, Inc.
INCREASED21,56420,574+990+5%$248.7K$251.9K+$3.1K2026-10-09
Apollon Wealth Management, LLC
NEW20,463—+20,463——$239.0K—2026-10-23
Accredited Investor Services, LLC
DECREASED18,66518,752-870%$226.7K$218.0K-$8.7K2026-10-22
Todd Wealth Management, LLC
DECREASED15,29115,317-260%$185.2K$178.6K-$6.6K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED14,98913,623+1,366+10%$167.3K$175.4K+$8.1K2026-10-13
Moors & Cabot, Inc.
DECREASED14,89614,982-86-1%$181.1K$174.0K-$7.1K2026-11-06
PMG Family Office LLC
UNCHANGED14,06214,06200%$170.0K$164.2K-$5.8K2026-10-19
Decision Investments, Inc
UNCHANGED13,35013,35000%$161.4K$155.9K-$5.5K2026-10-07
Ashton Thomas Securities, LLC
DECREASED13,25017,750-4,500-25%$214.6K$154.8K-$59.8K2026-10-26
Oppenheimer & Co Inc
INCREASED13,15013,102+48+0%$158.4K$153.6K-$4.8K2026-10-26
Ballast Rock Private Wealth LLC
UNCHANGED12,34612,34600%$149.3K$144.2K-$5.1K2026-10-26
Axxcess Wealth Management, LLC
INCREASED12,15712,088+69+1%$146.1K$142.0K-$4.1K2026-10-21
Wedbush Securities Inc
INCREASED11,70311,598+105+1%$140.0K$137-$139.9K2026-10-22
PNC Financial Services Group, Inc.
DECREASED11,22017,808-6,588-37%$215.3K$131.1K-$84.2K2026-11-06
Level Four Advisory Services, LLC
DECREASED11,01118,439-7,428-40%$222.8K$128.8K-$94.0K2026-11-06
Csenge Advisory Group
NEW10,447—+10,447——$122.0K—2026-11-04
Pacific Wealth Strategies Group, Inc.
UNCHANGED10,00010,00000%$120.9K$116.8K-$4.1K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED7,7018,529-828-10%$103.1K$89.9K-$13.2K2026-10-27
Farther Finance Advisors, LLC
INCREASED6,4341,406+5,028+358%$17.0K$75.1K+$58.2K2026-10-08
IFP Advisors, Inc
UNCHANGED4,6224,62200%$55.9K$54.0K-$1.9K2026-10-16
US Bancorp \de\
INCREASED4,5164,407+109+2%$53.3K$52.7K-$5342026-11-05
Assetmark, Inc
INCREASED4,196384+3,812+993%$4.6K$49.0K+$44.4K2026-10-21
WPG Advisers, LLC
INCREASED3,8543,766+88+2%$45.5K$45.0K-$5162026-10-27
CoreCap Advisors, LLC
UNCHANGED3,0753,07500%$37.2K$35.9K-$1.3K2026-10-08
Allworth Financial LP
UNCHANGED1,9831,98300%$24.0K$24.0K$02026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED1,5001,50000%$18.1K$17.5K-$6152026-10-21
Larson Financial Group LLC
INCREASED716702+14+2%$8.5K$8.4K-$1192026-11-05
Root Financial Partners, LLC
NEW477—+477——$5.6K—2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED325775-450-58%$9.4K$3.8K-$5.6K2026-10-23
North Star Investment Management Corp.
UNCHANGED27527500%$3.3K$3.2K-$1132026-10-27
Highline Wealth Partners LLC
DECREASED244250-6-2%$3.0K$2.9K-$1732026-10-19
DecisionPoint Financial, LLC
NEW176—+176——$2.1K—2026-10-27
EverSource Wealth Advisors, LLC
INCREASED4241+1+2%$501$494-$72026-11-04
Signal Advisors Wealth, LLC
CLOSED012,656-12,656-100%$153.0K$0-$153.0K2026-10-13
Gill Capital Partners, LLC
CLOSED01,000-1,000-100%$12.1K$0-$12.1K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0705-705-100%$8.5K$0-$8.5K2026-11-06
Axiom Investment Management LLC
CLOSED0516-516-100%$6.2K$0-$6.2K2026-11-03
LifeSteps Financial, Inc.
CLOSED0325-325-100%$3.9K$0-$3.9K2026-10-15
Illumine Investment Management, LLC
UNCHANGED000—$156.9K$151.5K-$5.3K2026-10-22
Morgan Stanley
N/A—8,410,855-8,410,855-100%$101.7M———
Advisors Asset Management, Inc.
N/A—1,301,417-1,301,417-100%$15.7M———
Guggenheim Capital LLC
N/A—1,274,063-1,274,063-100%$15.4M———
Karpus Management, Inc.
N/A—1,206,786-1,206,786-100%$14.6M———
Lazard Asset Management LLC
N/A—886,755-886,755-100%$10.7M———
Invesco Ltd.
N/A—811,529-811,529-100%$9.8M———
Raymond James Financial Inc
N/A—674,791-674,791-100%$8.2M———
Wells Fargo & Company
N/A—638,049-638,049-100%$7.7M———
Royal Bank of Canada
N/A—261,365-261,365-100%$3.2M———
Bank of America Corp
N/A—198,180-198,180-100%$2.4M———
Osaic Holdings, Inc.
N/A—163,163-163,163-100%$2.0M———
Envestnet Asset Management Inc
N/A—154,756-154,756-100%$1.9M———
UBS Group AG
N/A—138,378-138,378-100%$1.7M———
&partners
N/A—137,577-137,577-100%$1.7M———
Evolve Private Wealth, LLC
N/A—97,592-97,592-100%$1.2M———
Janney Montgomery Scott LLC
N/A—96,852-96,852-100%$1.2M———
Arkadios Wealth Advisors
N/A—75,128-75,128-100%$908.3K———
IHT Wealth Management, LLC
N/A—69,541-69,541-100%$840.8K———
Ameriprise Financial Inc
N/A—66,201-66,201-100%$800.4K———
Cetera Investment Advisers
N/A—60,045-60,045-100%$725.9K———
Rockefeller Capital Management L.P.
N/A—52,403-52,403-100%$633.6K———
one8zero8, LLC
N/A—50,000-50,000-100%$604.5K———
Dakota Wealth Management
N/A—41,891-41,891-100%$506.5K———
Stifel Financial Corp
N/A—40,802-40,802-100%$493.3K———
Ameritas Advisory Services, LLC
N/A—35,404-35,404-100%$428.0K———
Steward Partners Investment Advisory, LLC
N/A—29,912-29,912-100%$361.6K———
Equitable Holdings, Inc.
N/A—26,754-26,754-100%$323.5K———
XTX Topco Ltd
N/A—26,171-26,171-100%$316.4K———
Global Retirement Partners, LLC
N/A—25,109-25,109-100%$303.6K———
Mariner, LLC
N/A—25,038-25,038-100%$302.7K———
Waverly Advisors, LLC
N/A—21,917-21,917-100%$265.0K———
NewEdge Advisors, LLC
N/A—19,304-19,304-100%$233.4K———
Kovack Advisors, Inc.
N/A—18,225-18,225-100%$220.2K———
Snowden Capital Advisors LLC
N/A—17,686-17,686-100%$213.8K———
Readystate Asset Management LP
N/A—15,209-15,209-100%$183.9K———
Integrated Wealth Concepts LLC
N/A—15,084-15,084-100%$182.4K———
Founders Financial Alliance, LLC
N/A—14,229-14,229-100%$172.0K———
Hollencrest Capital Management
N/A—13,569-13,569-100%$164.0K———
Mercer Global Advisors Inc
N/A—12,530-12,530-100%$151.5K———
MML Investors Services, LLC
N/A—11,467-11,467-100%$138.6K———
Commerce Bank
N/A—11,329-11,329-100%$137.0K———
Spirepoint Private Client, LLC
N/A—11,156-11,156-100%$134.9K———
Kingsview Wealth Management, LLC
N/A—10,065-10,065-100%$121.7K———
Modern Wealth Management, LLC
N/A—10,029-10,029-100%$121.3K———
VSM Wealth Advisory, LLC
N/A—8,431-8,431-100%$101.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—7,365-7,365-100%$89.0K———
Harbour Investments, Inc.
N/A—5,067-5,067-100%$61.3K———
Allied Private Wealth LLC
N/A—3,368-3,368-100%$40.9K———
Colonial Trust Co / SC
N/A—2,168-2,168-100%$26.0K———
Crews Bank & Trust
N/A—1,760-1,760-100%$21.3K———
National Bank of Canada
N/A—1,300-1,300-100%$15.7K———
Northwestern Mutual Wealth Management Co
N/A—1,022-1,022-100%$12.4K———
BFC Planning, Inc.
N/A—928-928-100%$11.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—928-928-100%$11.2K———
Whittier Trust Co of Nevada Inc
N/A—492-492-100%$6.0K———
Kilter Group LLC
N/A—267-267-100%$3.2K———
Bessemer Group Inc
N/A—206-206-100%$2———
Showing 124 of 124 institutions