RBB Fund Trust - FEGE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,107,225 | 99,039 | 0.03% | 0.01% | 1 | +1,177,197 | 126.58% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,743,657 | 81,952 | 0.01% | 0.0% | 2 | +1,175,122 | 206.69% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,707,570 | 80,255 | 0.02% | 0.01% | 3 | +836,504 | 96.03% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,670,543 | 78,515 | 0.01% | 0.0% | 4 | +1,610,603 | 2687.03% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,454,367 | 68,355 | 2.59% | 1.31% | 5 | +784,012 | 116.95% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,169,944 | 55,197 | 0.11% | 0.12% | 6 | -741,755 | -38.8% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 973,570 | 45,758 | 0.07% | 0.05% | 7 | +249,289 | 34.42% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 917,976 | 43,145 | 0.7% | 0.51% | 8 | +382,412 | 71.4% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 562,999 | 26,460 | 0.04% | 0.02% | 9 | +255,328 | 82.99% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 506,659 | 23,812 | 0.01% | 0.01% | 10 | +98,159 | 24.03% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 481,646 | 22,637 | 0.02% | 0.0% | 11 | +435,011 | 932.8% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 462,933 | 21,758 | 0.05% | 0.02% | 12 | +295,337 | 176.22% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 427,042 | 20,070 | 0.12% | 0.1% | 13 | +84,058 | 24.51% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 416,711 | 19,164 | 0.0% | 0.0% | 14 | -10,945 | -2.56% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 382,272 | 17,519 | 0.01% | 0.0% | 15 | +312,566 | 448.41% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 372,339 | 17,481 | 0.09% | 0.09% | 16 | +14,917 | 4.17% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 309,612 | 14,551 | 0.64% | — | 17 | +309,612 | New | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 298,673 | 13,747 | 1.36% | 1.31% | 18 | -981 | -0.33% | Q1 2026 | Apr 08, 2026 |
| Legacy CG, LLC | History | New | 286,244 | 13,453 | 3.74% | — | 19 | +286,244 | New | Q1 2026 | May 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 283,902 | 13,436 | 7.69% | 7.17% | 20 | +50,557 | 21.67% | Q1 2026 | Apr 14, 2026 |
| EQUITABLE TRUST CO | History | Added to | 266,489 | 12,524 | 0.58% | 0.12% | 21 | +208,961 | 363.23% | Q1 2026 | Apr 30, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 261,124 | 12,272 | 5.97% | 6.0% | 22 | +2,993 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 260,658 | 12,250 | 0.1% | — | 23 | +260,658 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 257,962 | 12,124 | 0.3% | 0.07% | 24 | +198,274 | 332.18% | Q1 2026 | Apr 29, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 254,277 | 11,951 | 5.22% | 3.52% | 25 | +78,360 | 44.54% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 241,807 | 11,364 | 0.21% | 0.22% | 26 | -5,770 | -2.33% | Q1 2026 | May 11, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 218,460 | 10,267 | 11.33% | 9.81% | 27 | +1,404 | 0.65% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 210,032 | 9,871 | 0.02% | 0.0% | 28 | +154,682 | 279.46% | Q1 2026 | May 14, 2026 |
| Frontier Asset Management, LLC | History | Added to | 190,738 | 8,964 | 1.88% | 1.98% | 29 | +5,376 | 2.9% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 173,813 | 8,169 | 0.1% | 0.09% | 30 | +37,160 | 27.19% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 162,270 | 7,626 | 0.1% | 0.2% | 31 | -137,313 | -45.83% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 159,483 | 7,495 | 0.01% | 0.0% | 32 | +55,895 | 53.96% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | New | 151,666 | 7,128 | 0.01% | — | 33 | +151,666 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 150,404 | 7,068 | 0.67% | 0.59% | 34 | +17,071 | 12.8% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 146,640 | 6,892 | 0.0% | — | 35 | +146,628 | 1221900.0% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Reduced | 145,932 | 6,858 | 0.79% | 0.79% | 36 | -2,931 | -1.97% | Q1 2026 | Apr 10, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 141,407 | 6,646 | 0.63% | 0.37% | 37 | +57,635 | 68.8% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 140,416 | 6,600 | 0.02% | 0.01% | 38 | +43,994 | 45.63% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 127,631 | 5,998 | 0.01% | 0.01% | 39 | +27,434 | 27.38% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 123,990 | 5,828 | 0.17% | 0.12% | 40 | +31,495 | 34.05% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 117,563 | 5,525 | 0.03% | 0.02% | 41 | +29,765 | 33.9% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 111,951 | 5,261 | 0.15% | — | 42 | +111,951 | New | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | Added to | 111,410 | 5,236 | 0.71% | 0.65% | 43 | +15,427 | 16.07% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 110,952 | 5,214 | 0.08% | 0.07% | 44 | +22,897 | 26.0% | Q1 2026 | Apr 22, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 110,702 | 5,202 | 1.61% | 1.61% | 45 | -8,466 | -7.1% | Q1 2026 | May 12, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 107,865 | 5,069 | 1.58% | 0.77% | 46 | +56,821 | 111.32% | Q1 2026 | May 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 107,559 | 5,055 | 0.56% | 0.47% | 47 | +16,283 | 17.84% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 95,125 | 4,660 | 0.52% | — | 48 | +95,125 | New | Q1 2026 | May 12, 2026 |
| CLG LLC | History | Reduced | 91,159 | 4,284 | 1.06% | 1.51% | 49 | -40,577 | -30.8% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 77,995 | 3,665 | 0.02% | 0.02% | 50 | +1,596 | 2.09% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 73,494 | 3,454 | 0.28% | 0.17% | 51 | +25,702 | 53.78% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 70,461 | 3,311 | 0.0% | 0.0% | 52 | +23,406 | 49.74% | Q1 2026 | Apr 27, 2026 |
| New England Private Wealth Advisors LLC | History | New | 70,079 | 3,293 | 0.38% | — | 53 | +70,079 | New | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 70,047 | 3,292 | 0.02% | 0.01% | 54 | +22,444 | 47.15% | Q1 2026 | Apr 15, 2026 |
| Elequin Capital, LP | History | New | 69,416 | 3,262 | 0.27% | — | 55 | +69,416 | New | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 65,995 | 3,101 | 0.03% | 0.03% | 56 | +5,551 | 9.18% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 65,934 | 3,098 | 0.0% | — | 57 | +65,934 | New | Q1 2026 | May 05, 2026 |
| Cedrus Wealth Group LLC | History | New | 64,666 | 3,039 | 3.38% | — | 58 | +64,666 | New | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Added to | 64,085 | 3,011 | 0.9% | 0.85% | 59 | +3,022 | 4.95% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,708 | 2,947 | 0.05% | 0.05% | 60 | +992 | 1.61% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 59,533 | 2,798 | 0.0% | 0.0% | 61 | -260,467 | -81.4% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 53,535 | 2,516 | 0.09% | — | 62 | +53,535 | New | Q1 2026 | May 19, 2026 |
| Qube Research & Technologies Ltd | History | New | 53,468 | 2,512 | 0.0% | — | 63 | +53,468 | New | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 52,542 | 2,473 | 0.41% | — | 64 | +52,542 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 51,436 | 2,417 | 0.03% | 0.11% | 65 | -141,877 | -73.39% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 51,106 | 2,401 | 0.12% | 0.09% | 66 | +14,600 | 39.99% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 50,928 | 2,393 | 0.06% | 0.04% | 67 | +17,693 | 53.24% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,406 | 2,369 | 0.04% | 0.04% | 68 | +1,845 | 3.8% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 49,142 | 2,309 | 0.08% | 0.04% | 69 | +22,555 | 84.83% | Q1 2026 | Apr 14, 2026 |
| Wolfstich Capital, LLC | History | New | 28,325 | 2,284 | 2.0% | — | 70 | +28,325 | New | Q1 2026 | Apr 21, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 46,631 | 2,191 | 0.39% | 0.26% | 71 | +16,200 | 53.24% | Q1 2026 | Apr 09, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 45,996 | 2,161 | 1.47% | 1.38% | 72 | +2,218 | 5.07% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 43,845 | 2,060 | 0.07% | 0.03% | 73 | +3,605 | 8.96% | Q1 2026 | Apr 29, 2026 |
| Nautilus Advisors LLC | History | Added to | 41,081 | 1,930 | 1.32% | 1.1% | 74 | +4,470 | 12.21% | Q1 2026 | Apr 17, 2026 |
| NavPoint Financial, Inc. | History | Added to | 40,486 | 1,902 | 0.77% | 0.65% | 75 | +7,561 | 22.96% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 39,871 | 1,874 | 0.0% | — | 76 | +39,871 | New | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 37,611 | 1,767 | 0.57% | 0.5% | 77 | +4,693 | 14.26% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 36,155 | 1,699 | 0.02% | 0.01% | 78 | +18,929 | 109.89% | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 32,107 | 1,509 | 0.38% | 0.23% | 79 | +14,406 | 81.39% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,966 | 1,502 | 0.0% | 0.0% | 80 | +1,288 | 4.2% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 31,575 | 1,484 | 0.05% | 0.0% | 81 | +29,640 | 1531.78% | Q1 2026 | Apr 22, 2026 |
| Alchemi Wealth, LLC | History | Added to | 31,074 | 1,460 | 0.81% | 0.56% | 82 | +8,842 | 39.77% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 29,259 | 1,375 | 0.04% | 0.05% | 83 | -6,792 | -18.84% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 26,385 | 1,240 | 0.04% | — | 84 | +26,385 | New | Q1 2026 | May 14, 2026 |
| Bensler, LLC | History | Added to | 25,810 | 1,213 | 0.13% | 0.05% | 85 | +13,963 | 117.86% | Q1 2026 | May 01, 2026 |
| Midwest Financial Group LLC | History | Added to | 25,768 | 1,211 | 0.52% | 0.31% | 86 | +10,336 | 66.98% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 25,387 | 1,193 | 0.01% | 0.01% | 87 | +5,336 | 26.61% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 25,195 | 1,184 | 0.03% | 0.05% | 88 | -13,182 | -34.35% | Q1 2026 | May 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 25,206 | 1,184 | 0.55% | 0.34% | 89 | +10,581 | 72.35% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 23,097 | 1,085 | 0.03% | — | 90 | +23,097 | New | Q1 2026 | Apr 27, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 22,982 | 1,080 | 0.26% | 0.28% | 91 | -1,573 | -6.41% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 22,976 | 1,079 | 0.12% | 0.08% | 92 | +7,058 | 44.34% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,106 | 1,063 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,518 | 1,011 | 0.02% | 0.02% | 94 | +2,446 | 12.83% | Q1 2026 | May 15, 2026 |
| Intelligent Financial Strategies | History | Reduced | 20,903 | 982 | 0.51% | 0.77% | 95 | -13,832 | -39.82% | Q1 2026 | Apr 28, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 20,825 | 978 | 0.18% | 0.08% | 96 | +11,080 | 113.7% | Q1 2026 | Apr 13, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 20,266 | 952 | 0.73% | 0.19% | 97 | +15,366 | 313.59% | Q1 2026 | May 08, 2026 |
| LongView Wealth Management | History | Added to | 19,070 | 934 | 0.23% | 0.21% | 98 | +837 | 4.59% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,934 | 889 | 0.07% | 0.05% | 100 | +4,167 | 28.22% | Q1 2026 | Apr 30, 2026 |
| Waterfront Wealth Inc. | History | Added to | 18,935 | 889 | 0.16% | 0.15% | 99 | +3,254 | 20.75% | Q1 2026 | Apr 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 18,842 | 885 | 0.37% | 0.37% | 101 | +342 | 1.85% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,623 | 875 | 0.02% | 0.01% | 102 | +7,518 | 67.7% | Q1 2026 | Apr 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,587 | 873 | 0.02% | 0.02% | 103 | +2,330 | 14.33% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,623 | 828 | 0.0% | 0.0% | 104 | +6,096 | 52.88% | Q1 2026 | May 15, 2026 |
| Walker Asset Management, LLC | History | Added to | 17,403 | 817 | 0.44% | 0.35% | 105 | +3,300 | 23.4% | Q1 2026 | Apr 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 17,165 | 806 | 0.3% | 0.2% | 106 | +5,650 | 49.07% | Q1 2026 | Apr 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 16,269 | 764 | 0.14% | 0.13% | 107 | +5,550 | 51.78% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,609 | 733 | 0.02% | 0.01% | 108 | +7,251 | 86.76% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 14,970 | 703 | 0.08% | 0.06% | 109 | +4,510 | 43.12% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | New | 14,705 | 691 | 0.0% | — | 110 | +14,705 | New | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,644 | 688 | 0.04% | 0.03% | 111 | +2,815 | 23.8% | Q1 2026 | Apr 24, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 14,503 | 681 | 0.3% | — | 112 | +14,503 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,162 | 665 | 0.0% | — | 113 | +14,162 | New | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 14,095 | 662 | 0.37% | 0.25% | 114 | +5,245 | 59.27% | Q1 2026 | Apr 16, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 12,878 | 630 | 0.26% | 0.29% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 13,199 | 620 | 0.53% | 0.47% | 116 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 13,054 | 613 | 0.22% | 0.11% | 117 | +7,079 | 118.48% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 12,813 | 602 | 0.13% | 0.1% | 118 | +2,806 | 28.04% | Q1 2026 | May 11, 2026 |
| Arnhold LLC | History | New | 12,054 | 566 | 0.04% | — | 119 | +12,054 | New | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,527 | 541 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | New | 11,122 | 522 | 0.12% | — | 121 | +11,122 | New | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,920 | 513 | 0.02% | — | 122 | +10,920 | New | Q1 2026 | May 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 10,791 | 507 | 0.37% | 0.31% | 123 | +1,899 | 21.36% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,299 | 484 | 0.0% | 0.0% | 124 | -257 | -2.43% | Q1 2026 | May 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 10,048 | 472 | 0.3% | — | 125 | +10,048 | New | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,803 | 460 | 0.0% | 0.0% | 126 | +2,660 | 37.24% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,715 | 456 | 0.0% | 0.0% | 127 | +4,015 | 70.44% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 9,620 | 452 | 0.11% | 0.1% | 128 | +351 | 3.79% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,400 | 441 | 0.0% | 0.0% | 129 | +8,152 | 653.21% | Q1 2026 | May 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 9,202 | 432 | 0.16% | — | 130 | +9,202 | New | Q1 2026 | May 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,149 | 430 | 0.02% | — | 131 | +9,149 | New | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,054 | 425 | 0.02% | 0.0% | 132 | +8,984 | 12834.29% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 8,783 | 412 | 0.06% | — | 133 | +8,783 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,439 | 396 | 0.02% | 0.02% | 134 | +1,558 | 22.64% | Q1 2026 | Apr 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 8,307 | 390 | 0.29% | 0.21% | 135 | +2,233 | 36.76% | Q1 2026 | Apr 02, 2026 |
| Austin Wealth Management, LLC | History | New | 8,218 | 389 | 0.09% | — | 136 | +8,218 | New | Q1 2026 | Apr 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 7,997 | 375 | 0.26% | 0.22% | 137 | +697 | 9.55% | Q1 2026 | May 14, 2026 |
| Professional Financial Advisors, LLC | History | New | 7,969 | 374 | 0.08% | — | 138 | +7,969 | New | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,368 | 346 | 0.0% | 0.0% | 139 | +2,117 | 40.32% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,160 | 336 | 0.0% | 0.0% | 140 | +16 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 6,225 | 292 | 0.0% | — | 141 | +6,225 | New | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 6,161 | 289 | 0.06% | — | 143 | +6,161 | New | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,164 | 289 | 0.02% | 0.02% | 142 | +179 | 2.99% | Q1 2026 | Apr 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,129 | 288 | 0.16% | 0.87% | 144 | -33,748 | -84.63% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,946 | 279 | 0.01% | — | 145 | +5,946 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,851 | 274 | 0.0% | 0.0% | 146 | +1,851 | 46.28% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,738 | 269 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 5,223 | 245 | 0.17% | — | 148 | +5,223 | New | Q1 2026 | May 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,120 | 240 | 0.0% | 0.0% | 149 | +4,020 | 365.45% | Q1 2026 | Apr 30, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,772 | 224 | 0.02% | 0.02% | 150 | -146 | -2.97% | Q1 2026 | May 05, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | New | 4,748 | 223 | 0.12% | — | 151 | +4,748 | New | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,679 | 219 | 0.01% | 0.01% | 152 | +332 | 7.64% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 4,484 | 210 | 0.0% | — | 153 | +4,484 | New | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,396 | 207 | 0.0% | 0.01% | 154 | -6,009 | -57.75% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,088 | 192 | 0.02% | 0.01% | 155 | +2,258 | 123.39% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,931 | 185 | 0.01% | 0.01% | 156 | -145 | -3.56% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 3,900 | 183 | 0.0% | — | 157 | +3,900 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,600 | 122 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,444 | 114 | 0.03% | — | 159 | +2,444 | New | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | Added to | 2,341 | 110 | 0.08% | 0.07% | 160 | +270 | 13.04% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 1,709 | 80 | 0.0% | 0.0% | 161 | +1,136 | 198.25% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,691 | 79 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,656 | 77 | 0.01% | — | 163 | +1,656 | New | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | No change | 1,150 | 54 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 1,129 | 53 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 838 | 39 | 0.01% | 0.02% | 166 | -1,851 | -68.84% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | New | 723 | 35 | 0.0% | — | 167 | +723 | New | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 690 | 32 | 0.01% | 0.0% | 168 | +369 | 114.95% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 456 | 21 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | No change | 323 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 307 | 14 | 0.01% | — | 171 | +307 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 241 | 11 | 0.0% | 0.0% | 172 | +19 | 8.56% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 200 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 190 | 8 | 0.0% | — | 175 | +190 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 182 | 8 | 0.0% | — | 174 | +182 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 62 | 2 | 0.0% | — | 176 | +50 | 416.67% | Q1 2026 | May 06, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,635 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,059 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,375 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,063 | -100.0% | Q1 2026 | May 08, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -653 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 04, 2026 |