RBB Fund Trust - FEGE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 2,886,174 141,191 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,803,120 137,128 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,997,737 97,729 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,850,031 90,504 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 1,598,249 78,186 2.53% 2.53% 5 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,414,173 70,340 0.12% 0.12% 6 0 0.0% Q2 2026 Jul 15, 2026
MORGAN STANLEY History No change 1,344,106 65,753 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,126,205 55,093 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 1,064,859 52,093 0.82% 0.82% 9 0 0.0% Q2 2026 Jul 22, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 801,773 39,222 0.01% 0.01% 10 0 0.0% Q2 2026 Sep 23, 2026
&PARTNERS History No change 686,176 33,698 0.14% 0.14% 11 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 648,875 31,814 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 550,963 26,953 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 547,036 26,760 0.03% 0.03% 14 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 545,895 26,705 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 519,149 25,396 0.47% 0.47% 16 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 481,367 23,548 0.13% 0.13% 17 0 0.0% Q2 2026 Jul 24, 2026
JPMORGAN CHASE & CO History No change 477,206 23,426 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
KWB Wealth History No change 385,710 18,868 1.61% 1.61% 19 0 0.0% Q2 2026 Jul 10, 2026
LifeGoal Investments, LLC History Added to 365,643 18,351 5.59% 7.58% 20 +27,177 8.03% Q3 2026 Oct 08, 2026
Legacy CG, LLC History No change 307,601 15,047 3.85% 3.85% 21 0 0.0% Q2 2026 Jul 22, 2026
EQUITABLE TRUST CO History No change 296,087 14,484 0.6% 0.6% 22 0 0.0% Q2 2026 Jul 23, 2026
MN Wealth Advisors, LLC History No change 295,720 14,466 6.16% 6.16% 23 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 286,191 14,000 0.09% 0.09% 24 0 0.0% Q2 2026 Sep 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 276,372 13,520 0.3% 0.3% 25 0 0.0% Q2 2026 Jul 17, 2026
UBS Group AG History No change 275,760 13,490 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
NBZ Investment Advisors LLC History No change 261,301 12,782 4.98% 4.98% 27 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 234,762 11,484 0.18% 0.18% 28 0 0.0% Q2 2026 Aug 10, 2026
Jefferies Financial Group Inc. History No change 230,000 11,251 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 227,421 11,125 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
Provident Living Financial Services, Inc. History No change 227,144 11,111 10.95% 10.95% 31 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 213,310 10,435 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 203,293 9,945 0.11% 0.11% 33 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 200,723 9,819 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
Frontier Asset Management, LLC History No change 186,874 9,141 1.64% 1.64% 35 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 179,350 8,774 0.02% 0.02% 36 0 0.0% Q2 2026 Jul 27, 2026
NOVEM GROUP History No change 167,496 8,193 0.83% 0.83% 37 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Advisory, LLC History No change 159,032 7,779 0.65% 0.65% 38 0 0.0% Q2 2026 Jul 29, 2026
Compass Ion Advisors, LLC History No change 150,613 7,368 0.64% 0.64% 39 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 147,478 7,214 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 140,236 6,860 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 134,894 6,599 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 133,185 6,515 0.26% 0.26% 43 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 129,699 6,344 0.21% 0.21% 44 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 125,647 6,146 0.65% 0.65% 45 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 122,169 5,977 0.15% 0.15% 46 0 0.0% Q2 2026 Jul 28, 2026
FOCUSED ALPHA, LLC History No change 121,095 5,923 1.52% 1.52% 47 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 120,983 5,918 0.07% 0.07% 48 0 0.0% Q2 2026 Jul 22, 2026
Schneider Downs Wealth Management Advisors, LP History No change 120,030 5,871 0.55% 0.55% 49 0 0.0% Q2 2026 Aug 05, 2026
Everest Financial Group LLC History No change 111,614 5,460 0.74% 0.74% 50 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 105,682 5,169 0.02% 0.02% 51 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 96,324 4,795 0.51% 0.51% 52 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 94,802 4,637 0.31% 0.31% 53 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 94,623 4,628 0.04% 0.04% 54 0 0.0% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History No change 92,661 4,532 0.01% 0.01% 55 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 88,533 4,331 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 84,310 4,158 0.4% 0.4% 57 0 0.0% Q2 2026 Aug 04, 2026
Atlas Wealth LLC History No change 79,783 3,902 0.56% 0.56% 58 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 77,589 3,795 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 13, 2026
Kingsview Wealth Management, LLC History No change 76,739 3,754 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 18, 2026
Pettinga Financial Advisors LLC History No change 76,223 3,728 0.6% 0.6% 61 0 0.0% Q2 2026 Jul 09, 2026
Chemistry Wealth Management LLC History No change 71,635 3,504 0.56% 0.56% 62 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Advisors, LLC History No change 67,813 3,317 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 65,727 3,215 0.07% 0.07% 64 0 0.0% Q2 2026 Aug 06, 2026
Focus Financial Network, Inc. History No change 65,250 3,192 0.1% 0.1% 65 0 0.0% Q2 2026 Jul 09, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 64,935 3,176 0.86% 0.86% 66 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 62,319 3,048 0.04% 0.04% 67 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS ADVISORS, LLC History No change 61,740 3,020 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 60,687 2,968 0.14% 0.14% 69 0 0.0% Q2 2026 Jul 23, 2026
CLG LLC History No change 57,755 2,825 0.62% 0.62% 70 0 0.0% Q2 2026 Jul 16, 2026
Gateway Wealth Partners, LLC History No change 53,279 2,606 0.16% 0.16% 71 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 52,822 2,584 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 51,287 2,508 0.04% 0.04% 73 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 50,415 2,466 0.04% 0.04% 74 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 49,991 2,445 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 49,052 2,399 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 48,411 2,368 0.03% 0.03% 77 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 45,953 2,248 0.0% 0.0% 78 0 0.0% Q2 2026 Sep 02, 2026
NavPoint Financial, Inc. History No change 44,490 2,176 0.81% 0.81% 79 0 0.0% Q2 2026 Jul 23, 2026
Nautilus Advisors LLC History Reduced 40,347 2,025 1.23% 1.21% 80 -860 -2.09% Q3 2026 Oct 06, 2026
Lighthouse Wealth Management Inc. History No change 41,202 2,015 1.25% 1.25% 81 0 0.0% Q2 2026 Jul 22, 2026
Cedrus Wealth Group LLC History No change 40,539 1,983 1.73% 1.73% 82 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Partners, LTD. History No change 38,658 1,891 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 11, 2026
StrongBox Wealth, LLC History No change 37,633 1,841 0.52% 0.52% 84 0 0.0% Q2 2026 Jul 23, 2026
Midwest Financial Group LLC History No change 36,437 1,782 0.63% 0.63% 85 0 0.0% Q2 2026 Jul 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 34,630 1,694 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
ARQ WEALTH ADVISORS, LLC History No change 31,746 1,574 0.2% 0.2% 87 0 0.0% Q2 2026 Jul 24, 2026
PCG Wealth Advisors, LLC History No change 32,032 1,566 0.35% 0.35% 88 0 0.0% Q2 2026 Aug 03, 2026
HighTower Advisors, LLC History No change 31,566 1,544 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 31,575 1,544 0.05% 0.05% 90 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 31,047 1,519 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 05, 2026
Alchemi Wealth, LLC History No change 31,058 1,519 0.71% 0.71% 92 0 0.0% Q2 2026 Jul 29, 2026
Sprinkle Financial Consultants LLC History Added to 29,671 1,489 0.58% 0.52% 93 +2,405 8.82% Q3 2026 Oct 09, 2026
Valmark Advisers, Inc. History No change 30,078 1,471 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 29,310 1,433 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 10, 2026
SeaCrest Wealth Management, LLC History No change 27,650 1,352 0.15% 0.15% 96 0 0.0% Q2 2026 Jul 09, 2026
Bensler, LLC History No change 26,859 1,313 0.12% 0.12% 97 0 0.0% Q2 2026 Jul 23, 2026
Waterfront Wealth Inc. History No change 25,826 1,277 0.2% 0.2% 98 0 0.0% Q2 2026 Jul 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 26,092 1,276 0.02% 0.02% 99 0 0.0% Q2 2026 Jul 15, 2026
Bill Few Associates, Inc. History Added to 25,392 1,274 0.26% 0.25% 100 +1,273 5.28% Q3 2026 Oct 09, 2026
Arax Advisory Partners History No change 25,647 1,254 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 25,585 1,251 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 25,088 1,227 0.03% 0.03% 103 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 23,610 1,154 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 22,356 1,122 0.07% 0.07% 105 +455 2.08% Q3 2026 Oct 08, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 21,017 1,028 0.49% 0.49% 106 0 0.0% Q2 2026 Aug 12, 2026
Intelligent Financial Strategies History No change 20,903 1,022 0.49% 0.49% 107 0 0.0% Q2 2026 Jul 23, 2026
Walker Asset Management, LLC History No change 20,903 1,022 0.52% 0.52% 108 0 0.0% Q2 2026 Jul 10, 2026
BlueChip Wealth Advisors LLC History No change 20,847 1,019 0.39% 0.39% 109 0 0.0% Q2 2026 Jul 30, 2026
Snowden Capital Advisors LLC History No change 20,234 989 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 20,202 988 0.02% 0.02% 111 0 0.0% Q2 2026 Jul 14, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 20,089 982 0.31% 0.31% 112 0 0.0% Q2 2026 Jul 16, 2026
Atria Investments, Inc History No change 19,854 971 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 28, 2026
X ADVISORS, LLC History No change 18,959 950 2.53% 2.53% 114 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 19,055 932 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 13, 2026
LongView Wealth Management History No change 18,809 920 0.24% 0.24% 116 0 0.0% Q2 2026 Jul 17, 2026
ADVISORTRUST PARTNERS, LLC History No change 18,500 905 0.31% 0.31% 117 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 18,162 888 0.17% 0.17% 118 0 0.0% Q2 2026 Aug 05, 2026
Arnhold LLC History No change 17,145 838 0.06% 0.06% 119 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 16,381 801 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 15,603 763 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Ballast Rock Private Wealth LLC History No change 15,128 740 0.34% 0.34% 122 0 0.0% Q2 2026 Aug 10, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 14,463 725 0.47% 0.42% 123 +1,604 12.47% Q3 2026 Oct 07, 2026
JANE STREET GROUP, LLC History No change 14,742 721 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 14,481 708 0.07% 0.07% 125 0 0.0% Q2 2026 Jul 23, 2026
Ausdal Financial Partners, Inc. History No change 14,210 695 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 14,201 694 0.14% 0.14% 127 0 0.0% Q2 2026 Aug 10, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 13,892 679 0.28% 0.28% 128 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 13,772 673 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 13,320 652 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 14, 2026
Stegent Equity Advisors, Inc. History No change 13,199 645 0.46% 0.46% 131 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 13,041 637 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 28, 2026
CALTON & ASSOCIATES, INC. History No change 12,345 603 0.09% 0.09% 133 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 12,167 595 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 18, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 11,867 580 0.37% 0.37% 135 0 0.0% Q2 2026 Jul 31, 2026
Strategic Blueprint, LLC History No change 11,732 573 0.03% 0.03% 136 0 0.0% Q2 2026 Jul 23, 2026
SITTNER & NELSON, LLC History No change 11,729 573 0.18% 0.18% 137 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 11,527 563 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 11,443 559 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 05, 2026
Evergreen Wealth Partners LLC History No change 11,291 552 0.33% 0.33% 140 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Wealth Partners, LLC History No change 11,127 544 0.1% 0.1% 141 0 0.0% Q2 2026 Aug 12, 2026
Purkiss Capital Advisors LLC History No change 11,110 543 0.21% 0.21% 142 0 0.0% Q2 2026 Jul 30, 2026
AdvisorNet Financial, Inc History No change 10,670 521 0.02% 0.02% 143 0 0.0% Q2 2026 Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 10,207 499 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 11, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 9,808 492 0.2% 0.25% 145 -3,070 -23.84% Q3 2026 Oct 06, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 10,048 491 0.27% 0.27% 146 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 9,988 488 0.08% 0.08% 147 0 0.0% Q2 2026 Aug 04, 2026
Laraway Financial Advisors Inc History No change 9,605 469 0.28% 0.28% 148 0 0.0% Q2 2026 Aug 03, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 9,408 460 0.07% 0.07% 149 0 0.0% Q2 2026 Jul 22, 2026
Professional Financial Advisors, LLC History No change 9,388 459 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 9,360 457 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 27, 2026
ENTREWEALTH, LLC History No change 8,706 453 0.17% 0.17% 152 0 0.0% Q2 2026 Aug 13, 2026
Austin Wealth Management, LLC History No change 8,692 431 0.09% 0.09% 153 0 0.0% Q2 2026 Jul 22, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 8,802 430 0.15% 0.15% 154 0 0.0% Q2 2026 Aug 03, 2026
WNY Asset Management, LLC History No change 8,387 410 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 17, 2026
Mascagni Wealth Management, Inc. History No change 7,931 387 0.24% 0.24% 156 0 0.0% Q2 2026 Jul 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 7,878 385 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 7,605 372 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 7,360 360 0.29% 0.29% 159 0 0.0% Q2 2026 Jul 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,268 355 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
UHLMANN PRICE SECURITIES, LLC History No change 7,157 350 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,860 335 0.0% 0.0% 162 0 0.0% Q2 2026 Sep 23, 2026
Gradient Capital Advisors, LLC History No change 6,829 334 0.08% 0.08% 163 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 6,314 308 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 6,072 297 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 20, 2026
World Investment Advisors History No change 5,836 282 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 5,036 246 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 5,000 244 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 4,650 227 0.01% 0.01% 169 0 0.0% Q2 2026 Jul 23, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,611 225 0.04% 0.04% 170 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 4,330 211 0.03% 0.03% 171 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 4,029 197 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 3,823 191 0.0% 0.0% 173 +3 0.08% Q3 2026 Oct 08, 2026
Allied Private Wealth LLC History No change 3,771 185 0.12% 0.12% 174 0 0.0% Q2 2026 Jul 09, 2026
WPG Advisers, LLC History No change 2,911 142 0.08% 0.08% 175 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 2,794 136 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 2,600 127 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 2,200 107 0.03% 0.03% 178 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 1,741 85 0.04% 0.04% 179 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,656 81 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 07, 2026
Legacies Wealth LLC History No change 1,129 55 0.03% 0.03% 181 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 1,016 49 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 838 40 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 723 35 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 690 33 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 08, 2026
COUNTRY TRUST BANK History No change 525 25 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 456 22 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 323 15 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 04, 2026
Birchwood Financial Partners, Inc. History No change 307 15 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History No change 291 14 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 300 14 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 182 8 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 103 5 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 43 2 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026