BlackRock Enhan LRG Cap Core (CII)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares575,554 from 575,046

Change+508 (+0%)

Value$13.8M (-$1.2M)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares141,960 from 132,384

Change+9,576 (+7%)

Value$3.4M (-$54.8K)

Filed 2026-10-30

Shaker Financial Services, LLC

NEW

Shares141,946

Change+141,946

Value$3.4M

Filed 2026-10-14

GraniteShares Advisors LLC

INCREASED

Shares122,443 from 120,550

Change+1,893 (+2%)

Value$2.9M (-$213.8K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

DECREASED

Shares87,590 from 87,817

Change-227 (0%)

Value$2.1M (-$194.3K)

Filed 2026-10-30

PMG Family Office LLC

INCREASED

Shares53,532 from 52,795

Change+737 (+1%)

Value$1.3M (-$95.8K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares48,355 from 45,594

Change+2,761 (+6%)

Value$1.2M (-$31.0K)

Filed 2026-11-02

Next Level Private LLC

INCREASED

Shares46,642 from 46,181

Change+461 (+1%)

Value$1.1M (-$88.2K)

Filed 2026-10-20

TPG Advisors LLC

DECREASED

Shares44,889 from 60,956

Change-16,067 (-26%)

Value$1.1M (-$516.7K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

INCREASED

Shares44,805 from 43,708

Change+1,097 (+3%)

Value$1.1M (-$67.6K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares37,676 from 32,664

Change+5,012 (+15%)

Value$904.2K (+$50.1K)

Filed 2026-11-02

Compound Planning, Inc.

DECREASED

Shares36,393 from 36,893

Change-500 (-1%)

Value$873.4K (-$91.3K)

Filed 2026-11-05

Financial Security Advisor, Inc.

INCREASED

Shares28,406 from 24,022

Change+4,384 (+18%)

Value$681.7K (+$53.6K)

Filed 2026-11-03

Regions Financial Corp

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$600.0K (-$53.8K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares24,377 from 24,377

Change0 (0%)

Value$637.5K ($0)

Filed 2026-11-06

Davenport & Co LLC

DECREASED

Shares22,808 from 23,449

Change-641 (-3%)

Value$547.4K (-$65.8K)

Filed 2026-10-14

D.A. Davidson & Co.

DECREASED

Shares20,143 from 20,559

Change-416 (-2%)

Value$483.4K (-$54.2K)

Filed 2026-10-28

MGO One Seven LLC

DECREASED

Shares20,022 from 20,542

Change-520 (-3%)

Value$480.5K (-$56.7K)

Filed 2026-10-28

Wedbush Securities Inc

INCREASED

Shares18,263 from 17,292

Change+971 (+6%)

Value$438.0K (-$14.0K)

Filed 2026-10-22

David J Yvars Group

INCREASED

Shares17,330 from 17,274

Change+56 (+0%)

Value$415.9K (-$35.8K)

Filed 2026-10-09

Stonebridge Financial Group, LLC

UNCHANGED

Shares17,255 from 17,255

Change0 (0%)

Value$414.1K (-$37.1K)

Filed 2026-10-01

Creative Planning

DECREASED

Shares17,243 from 17,788

Change-545 (-3%)

Value$413.8K (-$51.3K)

Filed 2026-11-02

Shulman DeMeo Asset Management LLC

DECREASED

Shares16,055 from 16,132

Change-77 (0%)

Value$386.3K (-$35.6K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares15,764 from 16,634

Change-870 (-5%)

Value$378.3K (-$56.7K)

Filed 2026-11-02

Genesee Capital Advisors, LLC

UNCHANGED

Shares14,760 from 14,760

Change0 (0%)

Value$354.2K (-$31.7K)

Filed 2026-10-20

Westbourne Investment Advisors, Inc.

UNCHANGED

Shares13,847 from 13,847

Change0 (0%)

Value$332.3K (-$29.8K)

Filed 2026-10-20

AGP Franklin, LLC

UNCHANGED

Shares12,618 from 12,618

Change0 (0%)

Value$302.8K (-$27.1K)

Filed 2026-11-04

Vista Investment Partners II, LLC

DECREASED

Shares12,187 from 18,848

Change-6,661 (-35%)

Value$292.5K (-$200.4K)

Filed 2026-10-15

Institute for Wealth Management, Llc.

DECREASED

Shares11,685 from 11,889

Change-204 (-2%)

Value$280.4K (-$30.5K)

Filed 2026-11-06

LVZ, Inc.

UNCHANGED

Shares10,376 from 10,376

Change0 (0%)

Value$249.0K (-$22.3K)

Filed 2026-10-20

Fifth Third Bancorp

INCREASED

Shares10,161 from 4,757

Change+5,404 (+114%)

Value$243.9K (+$119.5K)

Filed 2026-11-05

Vanguard Capital Wealth Advisors

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$240.0K (-$21.5K)

Filed 2026-10-16

B. Riley Wealth Advisors, Inc.

DECREASED

Shares8,427 from 16,933

Change-8,506 (-50%)

Value$202.2K (-$228.9K)

Filed 2026-10-13

Lanark Financial, Inc.

INCREASED

Shares7,487 from 7,471

Change+16 (+0%)

Value$179.7K (-$15.7K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares4,333 from 4,333

Change0 (0%)

Value$104.0K (-$9.3K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

UNCHANGED

Shares3,558 from 3,558

Change0 (0%)

Value$85.4K (-$7.6K)

Filed 2026-11-06

DT Investment Partners, LLC

UNCHANGED

Shares3,082 from 3,082

Change0 (0%)

Value$74.0K (-$6.6K)

Filed 2026-10-27

Mather Group, Llc.

UNCHANGED

Shares2,629 from 2,629

Change0 (0%)

Value$63.1K (-$5.7K)

Filed 2026-10-14

Team Financial Group, LLC

NEW

Shares2,173

Change+2,173

Value$52.2K

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares1,750

Change+1,750

Value$42.0K

Filed 2026-10-21

Central Trust Co

UNCHANGED

Shares1,729 from 1,729

Change0 (0%)

Value$41.5K (-$3.7K)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares1,621

Change+1,621

Value$38.9K

Filed 2026-10-08

Trust Co of Vermont

UNCHANGED

Shares1,159 from 1,159

Change0 (0%)

Value$27.8K (-$2.5K)

Filed 2026-10-21

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares1,154 from 1,154

Change0 (0%)

Value$27.7K (-$2.5K)

Filed 2026-10-13

Halbert Hargrove Global Advisors, LLC

INCREASED

Shares1,000 from 850

Change+150 (+18%)

Value$24.0K (+$1.8K)

Filed 2026-10-16

Larson Financial Group LLC

UNCHANGED

Shares787 from 787

Change0 (0%)

Value$18.9K (-$1.7K)

Filed 2026-11-05

Eukles Asset Management

UNCHANGED

Shares630 from 630

Change0 (0%)

Value$15.1K (-$1.4K)

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$9.0K (-$806)

Filed 2026-11-05

Evolution Wealth Management Inc.

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$3.3K (-$295)

Filed 2026-10-28

Highline Wealth Partners LLC

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$3.1K (-$282)

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$2.8K (-$248)

Filed 2026-11-03

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$2.1K (-$191)

Filed 2026-10-29

Indiana Trust & Investment Management Co

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$1.4K (-$129)

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares36

Change+36

Value$864

Filed 2026-10-09

Parallel Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$144 (-$13)

Filed 2026-11-03

Money Concepts Capital Corp

CLOSED

Shares0 from 32,935

Change-32,935 (-100%)

Value$0 (-$861.3K)

Filed 2026-11-06

Cypress Capital Group

CLOSED

Shares0 from 17,952

Change-17,952 (-100%)

Value$0 (-$469.4K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 8,674

Change-8,674 (-100%)

Value$0 (-$226.8K)

Filed 2026-11-06

Roman Butler Fullerton & Co

CLOSED

Shares0 from 7,979

Change-7,979 (-100%)

Value$0 (-$204.7K)

Filed 2026-10-27

Axiom Investment Management LLC

CLOSED

Shares0 from 2,904

Change-2,904 (-100%)

Value$0 (-$76.0K)

Filed 2026-11-03

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 1,932

Change-1,932 (-100%)

Value$0 (-$50.5K)

Filed 2026-10-29

Raymond James Financial Inc

N/A

Shares— from 1,122,851

Change-1,122,851 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 783,330

Change-783,330 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 766,484

Change-766,484 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 566,894

Change-566,894 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 482,590

Change-482,590 (-100%)

Value—

UBS Group AG

N/A

Shares— from 481,270

Change-481,270 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 467,325

Change-467,325 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 449,226

Change-449,226 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 406,304

Change-406,304 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 359,249

Change-359,249 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 261,662

Change-261,662 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 244,423

Change-244,423 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 204,940

Change-204,940 (-100%)

Value—

&partners

N/A

Shares— from 139,858

Change-139,858 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 91,093

Change-91,093 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 85,487

Change-85,487 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 82,900

Change-82,900 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 74,318

Change-74,318 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 64,990

Change-64,990 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 63,853

Change-63,853 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 60,289

Change-60,289 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 53,118

Change-53,118 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 51,999

Change-51,999 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 46,498

Change-46,498 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 45,312

Change-45,312 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 35,525

Change-35,525 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 29,723

Change-29,723 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 27,117

Change-27,117 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 24,631

Change-24,631 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 24,558

Change-24,558 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 24,115

Change-24,115 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 22,494

Change-22,494 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 21,542

Change-21,542 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 20,605

Change-20,605 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 20,382

Change-20,382 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 17,711

Change-17,711 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 17,486

Change-17,486 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,787

Change-16,787 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 15,341

Change-15,341 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 15,301

Change-15,301 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,046

Change-15,046 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 12,770

Change-12,770 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,199

Change-12,199 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,827

Change-11,827 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 11,303

Change-11,303 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,139

Change-11,139 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 9,416

Change-9,416 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 8,817

Change-8,817 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,799

Change-8,799 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 8,301

Change-8,301 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 8,172

Change-8,172 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,799

Change-7,799 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 6,618

Change-6,618 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5,249

Change-5,249 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 4,896

Change-4,896 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 4,594

Change-4,594 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,213

Change-3,213 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 3,022

Change-3,022 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,976

Change-1,976 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,851

Change-1,851 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,109

Change-1,109 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,093

Change-1,093 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 976

Change-976 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 586

Change-586 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 553

Change-553 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 262

Change-262 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	575,554	575,046	+508	+0%	$15.0M	$13.8M	-$1.2M	2026-11-06
Truist Financial Corp	INCREASED	141,960	132,384	+9,576	+7%	$3.5M	$3.4M	-$54.8K	2026-10-30
Shaker Financial Services, LLC	NEW	141,946	—	+141,946	—	—	$3.4M	—	2026-10-14
GraniteShares Advisors LLC	INCREASED	122,443	120,550	+1,893	+2%	$3.2M	$2.9M	-$213.8K	2026-10-29
Capital Investment Advisory Services, LLC	DECREASED	87,590	87,817	-227	0%	$2.3M	$2.1M	-$194.3K	2026-10-30
PMG Family Office LLC	INCREASED	53,532	52,795	+737	+1%	$1.4M	$1.3M	-$95.8K	2026-10-19
Cambridge Investment Research Advisors, Inc.	INCREASED	48,355	45,594	+2,761	+6%	$1.2M	$1.2M	-$31.0K	2026-11-02
Next Level Private LLC	INCREASED	46,642	46,181	+461	+1%	$1.2M	$1.1M	-$88.2K	2026-10-20
TPG Advisors LLC	DECREASED	44,889	60,956	-16,067	-26%	$1.6M	$1.1M	-$516.7K	2026-10-16
J.W. Cole Advisors, Inc.	INCREASED	44,805	43,708	+1,097	+3%	$1.1M	$1.1M	-$67.6K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	37,676	32,664	+5,012	+15%	$854.2K	$904.2K	+$50.1K	2026-11-02
Compound Planning, Inc.	DECREASED	36,393	36,893	-500	-1%	$964.8K	$873.4K	-$91.3K	2026-11-05
Financial Security Advisor, Inc.	INCREASED	28,406	24,022	+4,384	+18%	$628.2K	$681.7K	+$53.6K	2026-11-03
Regions Financial Corp	UNCHANGED	25,000	25,000	0	0%	$653.8K	$600.0K	-$53.8K	2026-11-05
Allworth Financial LP	UNCHANGED	24,377	24,377	0	0%	$637.5K	$637.5K	$0	2026-11-06
Davenport & Co LLC	DECREASED	22,808	23,449	-641	-3%	$613.2K	$547.4K	-$65.8K	2026-10-14
D.A. Davidson & Co.	DECREASED	20,143	20,559	-416	-2%	$537.6K	$483.4K	-$54.2K	2026-10-28
MGO One Seven LLC	DECREASED	20,022	20,542	-520	-3%	$537.2K	$480.5K	-$56.7K	2026-10-28
Wedbush Securities Inc	INCREASED	18,263	17,292	+971	+6%	$452.0K	$438.0K	-$14.0K	2026-10-22
David J Yvars Group	INCREASED	17,330	17,274	+56	+0%	$451.7K	$415.9K	-$35.8K	2026-10-09
Stonebridge Financial Group, LLC	UNCHANGED	17,255	17,255	0	0%	$451.2K	$414.1K	-$37.1K	2026-10-01
Creative Planning	DECREASED	17,243	17,788	-545	-3%	$465.2K	$413.8K	-$51.3K	2026-11-02
Shulman DeMeo Asset Management LLC	DECREASED	16,055	16,132	-77	0%	$421.8K	$386.3K	-$35.6K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	15,764	16,634	-870	-5%	$435.0K	$378.3K	-$56.7K	2026-11-02
Genesee Capital Advisors, LLC	UNCHANGED	14,760	14,760	0	0%	$386.0K	$354.2K	-$31.7K	2026-10-20
Westbourne Investment Advisors, Inc.	UNCHANGED	13,847	13,847	0	0%	$362.1K	$332.3K	-$29.8K	2026-10-20
AGP Franklin, LLC	UNCHANGED	12,618	12,618	0	0%	$330.0K	$302.8K	-$27.1K	2026-11-04
Vista Investment Partners II, LLC	DECREASED	12,187	18,848	-6,661	-35%	$492.9K	$292.5K	-$200.4K	2026-10-15
Institute for Wealth Management, Llc.	DECREASED	11,685	11,889	-204	-2%	$310.9K	$280.4K	-$30.5K	2026-11-06
LVZ, Inc.	UNCHANGED	10,376	10,376	0	0%	$271.3K	$249.0K	-$22.3K	2026-10-20
Fifth Third Bancorp	INCREASED	10,161	4,757	+5,404	+114%	$124.4K	$243.9K	+$119.5K	2026-11-05
Vanguard Capital Wealth Advisors	UNCHANGED	10,000	10,000	0	0%	$261.5K	$240.0K	-$21.5K	2026-10-16
B. Riley Wealth Advisors, Inc.	DECREASED	8,427	16,933	-8,506	-50%	$431.1K	$202.2K	-$228.9K	2026-10-13
Lanark Financial, Inc.	INCREASED	7,487	7,471	+16	+0%	$195.4K	$179.7K	-$15.7K	2026-10-26
Private Trust Co NA	UNCHANGED	4,333	4,333	0	0%	$113.3K	$104.0K	-$9.3K	2026-10-20
PNC Financial Services Group, Inc.	UNCHANGED	3,558	3,558	0	0%	$93.0K	$85.4K	-$7.6K	2026-11-06
DT Investment Partners, LLC	UNCHANGED	3,082	3,082	0	0%	$80.6K	$74.0K	-$6.6K	2026-10-27
Mather Group, Llc.	UNCHANGED	2,629	2,629	0	0%	$68.8K	$63.1K	-$5.7K	2026-10-14
Team Financial Group, LLC	NEW	2,173	—	+2,173	—	—	$52.2K	—	2026-10-30
Root Financial Partners, LLC	NEW	1,750	—	+1,750	—	—	$42.0K	—	2026-10-21
Central Trust Co	UNCHANGED	1,729	1,729	0	0%	$45.2K	$41.5K	-$3.7K	2026-11-05
Farther Finance Advisors, LLC	NEW	1,621	—	+1,621	—	—	$38.9K	—	2026-10-08
Trust Co of Vermont	UNCHANGED	1,159	1,159	0	0%	$30.3K	$27.8K	-$2.5K	2026-10-21
Beacon Investment Advisory Services, Inc.	UNCHANGED	1,154	1,154	0	0%	$30.2K	$27.7K	-$2.5K	2026-10-13
Halbert Hargrove Global Advisors, LLC	INCREASED	1,000	850	+150	+18%	$22.2K	$24.0K	+$1.8K	2026-10-16
Larson Financial Group LLC	UNCHANGED	787	787	0	0%	$20.6K	$18.9K	-$1.7K	2026-11-05
Eukles Asset Management	UNCHANGED	630	630	0	0%	$16.5K	$15.1K	-$1.4K	2026-11-04
US Bancorp \de\	UNCHANGED	375	375	0	0%	$9.8K	$9.0K	-$806	2026-11-05
Evolution Wealth Management Inc.	UNCHANGED	137	137	0	0%	$3.6K	$3.3K	-$295	2026-10-28
Highline Wealth Partners LLC	UNCHANGED	131	131	0	0%	$3.4K	$3.1K	-$282	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	115	115	0	0%	$3.0K	$2.8K	-$248	2026-11-03
Blue Bell Private Wealth Management, LLC	UNCHANGED	89	89	0	0%	$2.3K	$2.1K	-$191	2026-10-29
Indiana Trust & Investment Management Co	UNCHANGED	60	60	0	0%	$1.6K	$1.4K	-$129	2026-10-22
GK Wealth Management LLC	NEW	36	—	+36	—	—	$864	—	2026-10-09
Parallel Advisors, LLC	UNCHANGED	6	6	0	0%	$157	$144	-$13	2026-11-03
Money Concepts Capital Corp	CLOSED	0	32,935	-32,935	-100%	$861.3K	$0	-$861.3K	2026-11-06
Cypress Capital Group	CLOSED	0	17,952	-17,952	-100%	$469.4K	$0	-$469.4K	2026-11-03
Kestra Private Wealth Services, LLC	CLOSED	0	8,674	-8,674	-100%	$226.8K	$0	-$226.8K	2026-11-06
Roman Butler Fullerton & Co	CLOSED	0	7,979	-7,979	-100%	$204.7K	$0	-$204.7K	2026-10-27
Axiom Investment Management LLC	CLOSED	0	2,904	-2,904	-100%	$76.0K	$0	-$76.0K	2026-11-03
Spectrum Wealth Advisory Group, LLC	CLOSED	0	1,932	-1,932	-100%	$50.5K	$0	-$50.5K	2026-10-29
Raymond James Financial Inc	N/A	—	1,122,851	-1,122,851	-100%	$29.4M	—	—	—
Morgan Stanley	N/A	—	783,330	-783,330	-100%	$20.5M	—	—	—
Wells Fargo & Company	N/A	—	766,484	-766,484	-100%	$20.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	566,894	-566,894	-100%	$14.8M	—	—	—
Bank of America Corp	N/A	—	482,590	-482,590	-100%	$12.6M	—	—	—
UBS Group AG	N/A	—	481,270	-481,270	-100%	$12.6M	—	—	—
Guggenheim Capital LLC	N/A	—	467,325	-467,325	-100%	$12.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	449,226	-449,226	-100%	$11.7M	—	—	—
Invesco Ltd.	N/A	—	406,304	-406,304	-100%	$10.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	359,249	-359,249	-100%	$9.4M	—	—	—
Principal Securities, Inc.	N/A	—	261,662	-261,662	-100%	$6.8M	—	—	—
Royal Bank of Canada	N/A	—	244,423	-244,423	-100%	$6.4M	—	—	—
Wealthspire Retirement, LLC	N/A	—	204,940	-204,940	-100%	$5.4M	—	—	—
&partners	N/A	—	139,858	-139,858	-100%	$3.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	91,093	-91,093	-100%	$2.4M	—	—	—
Cohen & Steers, Inc.	N/A	—	85,487	-85,487	-100%	$2.2M	—	—	—
Cetera Investment Advisers	N/A	—	82,900	-82,900	-100%	$2.2M	—	—	—
Arax Advisory Partners	N/A	—	74,318	-74,318	-100%	$1.9M	—	—	—
Global Retirement Partners, LLC	N/A	—	64,990	-64,990	-100%	$1.7M	—	—	—
one8zero8, LLC	N/A	—	63,853	-63,853	-100%	$1.7M	—	—	—
Ameriprise Financial Inc	N/A	—	60,289	-60,289	-100%	$1.6M	—	—	—
First Trust Advisors LP	N/A	—	53,118	-53,118	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	51,999	-51,999	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	46,498	-46,498	-100%	$1.2M	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	45,312	-45,312	-100%	$1.2M	—	—	—
CFO4Life Group, LLC	N/A	—	35,525	-35,525	-100%	$929.0K	—	—	—
Focus Partners Wealth	N/A	—	29,723	-29,723	-100%	$777.3K	—	—	—
Captrust Financial Advisors	N/A	—	27,117	-27,117	-100%	$709.1K	—	—	—
Advisory Services Network, LLC	N/A	—	24,631	-24,631	-100%	$644.1K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	24,558	-24,558	-100%	$642.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	24,115	-24,115	-100%	$630.6K	—	—	—
Tyche Wealth Partners LLC	N/A	—	22,494	-22,494	-100%	$588.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	21,542	-21,542	-100%	$563.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	20,605	-20,605	-100%	$538.8K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	20,382	-20,382	-100%	$533.0K	—	—	—
17 Capital Partners, LLC	N/A	—	17,711	-17,711	-100%	$463.1K	—	—	—
Nuveen, LLC	N/A	—	17,486	-17,486	-100%	$457.3K	—	—	—
HighTower Advisors, LLC	N/A	—	16,787	-16,787	-100%	$439.0K	—	—	—
World Investment Advisors	N/A	—	15,341	-15,341	-100%	$322.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	15,301	-15,301	-100%	$400.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,046	-15,046	-100%	$393.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	12,770	-12,770	-100%	$322.7K	—	—	—
Jane Street Group, LLC	N/A	—	12,199	-12,199	-100%	$319.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,827	-11,827	-100%	$309.3K	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	11,303	-11,303	-100%	$295.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,139	-11,139	-100%	$291.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	9,416	-9,416	-100%	$246.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	8,817	-8,817	-100%	$230.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	8,799	-8,799	-100%	$230.1K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	8,301	-8,301	-100%	$217.1K	—	—	—
Summit Financial, LLC	N/A	—	8,172	-8,172	-100%	$213.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7,900	-7,900	-100%	$206.6K	—	—	—
Harbour Investments, Inc.	N/A	—	7,799	-7,799	-100%	$203.9K	—	—	—
Bogart Wealth, LLC	N/A	—	6,618	-6,618	-100%	$173.1K	—	—	—
Ancora Advisors LLCA	N/A	—	5,249	-5,249	-100%	$137.3K	—	—	—
Hollencrest Capital Management	N/A	—	4,896	-4,896	-100%	$128.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	4,594	-4,594	-100%	$117.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,213	-3,213	-100%	$84.0K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	3,022	-3,022	-100%	$79.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,976	-1,976	-100%	$51.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,855	-1,855	-100%	$48.5K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,851	-1,851	-100%	$48.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,109	-1,109	-100%	$29.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,093	-1,093	-100%	$28.6K	—	—	—
BFC Planning, Inc.	N/A	—	976	-976	-100%	$25.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	586	-586	-100%	$15.3K	—	—	—
Truvestments Capital LLC	N/A	—	553	-553	-100%	$14.5K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	262	-262	-100%	$6.9K	—	—	—

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