RBB Fund Trust - FEOE
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 | No change | 1,711,424 | 91,390 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,626,435 | 86,851 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,435,140 | 76,636 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,384,809 | 73,949 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,314,354 | 70,186 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,116,579 | 59,625 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 843,708 | 45,054 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 728,080 | 38,879 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 650,933 | 34,759 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 579,013 | 30,919 | 0.49% | 0.49% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 570,213 | 30,449 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 499,920 | 26,695 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 480,050 | 25,635 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 447,259 | 23,883 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 442,679 | 23,639 | 5.01% | 5.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NKCFO LLC | History | No change | 439,350 | 23,461 | 7.11% | 7.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 381,290 | 20,360 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 355,922 | 19,006 | 4.14% | 4.14% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 313,873 | 16,729 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 283,724 | 15,150 | 0.77% | 0.77% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 271,927 | 14,520 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 238,288 | 12,724 | 1.03% | 1.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Circle Wealth Management, LLC | History | No change | 233,594 | 12,473 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 223,314 | 11,924 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 189,906 | 10,140 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 187,046 | 9,988 | 0.98% | 0.98% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARWA LLC | History | No change | 177,902 | 9,597 | 3.98% | 3.98% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 176,918 | 9,447 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 171,676 | 9,167 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frontier Asset Management, LLC | History | No change | 159,621 | 8,523 | 1.53% | 1.53% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 152,104 | 8,122 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 152,085 | 8,121 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 151,176 | 8,072 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LexAurum Advisors, LLC | History | No change | 150,522 | 8,037 | 0.93% | 0.93% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 144,536 | 7,718 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 141,489 | 7,555 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richmond Investment Services, LLC | History | No change | 129,484 | 6,914 | 2.19% | 2.19% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Partners Group, Inc | History | No change | 129,223 | 6,900 | 0.7% | 0.7% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 122,813 | 6,566 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 121,031 | 6,463 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 114,523 | 6,115 | 0.4% | 0.4% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 107,599 | 5,753 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 105,033 | 5,608 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 102,480 | 5,472 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 101,642 | 5,427 | 0.33% | 0.33% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 100,885 | 5,387 | 1.58% | 1.58% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 97,902 | 5,227 | 2.77% | 2.77% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 95,779 | 5,114 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 93,165 | 4,975 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G&S Capital LLC | History | No change | 86,680 | 4,628 | 1.34% | 1.34% | 50 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 83,495 | 4,458 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 82,889 | 4,426 | 0.43% | 0.43% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 78,638 | 4,199 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 77,924 | 4,161 | 0.93% | 0.93% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| StrongBox Wealth, LLC | History | No change | 77,219 | 4,123 | 1.17% | 1.17% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 77,134 | 4,118 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 74,273 | 3,966 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,125 | 3,958 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 73,197 | 3,908 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EQUITABLE TRUST CO | History | No change | 70,553 | 3,767 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlas Wealth LLC | History | No change | 67,216 | 3,589 | 0.51% | 0.51% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 66,066 | 3,527 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 64,308 | 3,434 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 63,116 | 3,370 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | No change | 62,914 | 3,359 | 0.52% | 0.52% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schiavi & Co LLC | History | No change | 59,807 | 3,193 | 0.84% | 0.84% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 58,613 | 3,129 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | No change | 53,821 | 2,874 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 51,560 | 2,753 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 49,794 | 2,659 | 0.88% | 0.88% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 49,550 | 2,645 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 43,297 | 2,312 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 42,523 | 2,271 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 41,230 | 2,201 | 0.35% | 0.35% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 40,683 | 2,172 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 33,620 | 1,795 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 32,466 | 1,733 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluesphere Advisors LLC | History | No change | 29,277 | 1,563 | 0.48% | 0.48% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 26,234 | 1,400 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nautilus Advisors LLC | History | Reduced | 25,618 | 1,377 | 0.83% | 0.84% | 80 | -650 | -2.47% | Q3 2026 | Oct 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 25,765 | 1,375 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chemistry Wealth Management LLC | History | No change | 25,052 | 1,337 | 0.21% | 0.21% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,529 | 1,309 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,734 | 1,267 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 23,000 | 1,228 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 22,586 | 1,206 | 0.38% | 0.38% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 22,249 | 1,188 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 20,805 | 1,110 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,078 | 1,072 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 19,909 | 1,063 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 19,883 | 1,061 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Ion Advisors, LLC | History | No change | 19,313 | 1,031 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 17,264 | 921 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,019 | 918 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 16,478 | 879 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 16,112 | 860 | 0.4% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lakeside Advisors, INC. | History | No change | 15,100 | 806 | 0.51% | 0.51% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TKG Advisors, LLC | History | No change | 14,398 | 768 | 0.27% | 0.27% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leo H. Evart, Inc. | History | No change | 14,118 | 753 | 0.59% | 0.59% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,820 | 737 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ERn Financial, LLC | History | No change | 13,774 | 735 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunrise Financial Services, LLC | History | No change | 11,885 | 634 | 0.38% | 0.38% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,611 | 620 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,439 | 610 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 11,435 | 610 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 10,796 | 576 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,633 | 567 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 10,527 | 562 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CSM Advisors, LLC | History | No change | 10,200 | 545 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,026 | 535 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,952 | 531 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMR Wealth Builders | History | No change | 9,796 | 523 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 9,766 | 521 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essential Investment Partners LLC | History | No change | 9,526 | 508 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,451 | 506 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 9,332 | 498 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 9,334 | 498 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 9,290 | 496 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,658 | 462 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Reliant Wealth Planning | History | No change | 8,551 | 456 | 0.13% | 0.13% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 8,105 | 435 | 0.03% | 0.03% | 121 | +351 | 4.53% | Q3 2026 | Oct 01, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 7,736 | 415 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 7,469 | 398 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,165 | 382 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MN Wealth Advisors, LLC | History | No change | 6,964 | 371 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 6,390 | 341 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pearl Planning LLC | History | No change | 6,306 | 336 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 6,165 | 329 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 5,689 | 303 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,651 | 301 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 5,390 | 287 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,352 | 285 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argent Trust Co | History | No change | 5,200 | 277 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | No change | 4,743 | 253 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 4,658 | 248 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,560 | 243 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 4,560 | 243 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 4,075 | 217 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,405 | 181 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,666 | 142 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,650 | 141 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,495 | 133 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,117 | 113 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 2,039 | 108 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,537 | 82 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harborfront Financial Group LLC | History | No change | 1,053 | 56 | 0.21% | 0.21% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 999 | 53 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 937 | 50 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 609 | 32 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 530 | 28 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 500 | 26 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 505 | 26 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 370 | 19 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 225 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 57 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |