RBB FD INC shareholder history

Current and past RBB FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Perigon Wealth Management, LLC 510.03%0.05%0.07%Q3 2011Q3 20236
GRIES FINANCIAL LLC 550.63%5.47%7.98%Q3 2022Q3 20235
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Covestor Ltd 550.01%0.02%0.02%Q3 2022Q3 20235
JANE STREET GROUP, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
F/M Investments LLC 551.24%2.71%5.12%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Lee Financial Co 550.00%0.00%0.00%Q3 2022Q3 20235
Crew Capital Management, Ltd. 550.51%0.68%1.03%Q3 2022Q3 20235
Castleview Partners, LLC 550.05%0.80%2.11%Q3 2022Q3 20235
Wealthquest Corp 550.92%2.10%2.82%Q3 2022Q3 20235
Lido Advisors, LLC 550.01%0.10%0.15%Q3 2022Q3 20235
DAVENPORT & Co LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Inspire Advisors, LLC 440.45%0.60%0.92%Q4 2022Q3 20234
J.W. COLE ADVISORS, INC. 440.02%0.02%0.03%Q4 2022Q3 20234
Cetera Advisors LLC 440.09%0.12%0.16%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.00%0.04%0.12%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 441.22%1.53%2.15%Q4 2022Q3 20234
1834 INVESTMENT ADVISORS CO 440.09%0.17%0.20%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.06%0.16%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.01%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 330.05%0.20%0.44%Q1 2023Q3 20233
Formidable Asset Management, LLC 330.04%0.14%0.27%Q1 2023Q3 20233
MANCHESTER FINANCIAL INC 210.32%0.52%0.64%Q4 2022Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
UBS Group AG 210.00%0.00%0.00%Q3 2022Q3 20233
DENVER WEALTH MANAGEMENT, INC. 330.24%2.13%4.86%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.49%0.56%0.61%Q4 2022Q3 20233
Empirical Asset Management, LLC 330.51%0.52%0.53%Q1 2023Q3 20233
CENTAURUS FINANCIAL, INC. 330.05%0.07%0.08%Q1 2023Q3 20233
Kestra Advisory Services, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
VisionPoint Advisory Group, LLC 330.32%0.50%0.74%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.01%0.06%0.11%Q1 2023Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Madrona Financial Services, LLC 331.86%2.25%2.54%Q4 2022Q2 20233
MARINO, STRAM & ASSOCIATES LLC 330.06%0.08%0.13%Q1 2023Q3 20233
Private Advisor Group, LLC 330.00%0.04%0.07%Q1 2023Q3 20233
Meridian Wealth Management, LLC 330.02%0.07%0.14%Q1 2023Q3 20233
Occidental Asset Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
COMMONWEALTH EQUITY SERVICES, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
STIFEL FINANCIAL CORP 330.02%0.03%0.05%Q1 2023Q3 20233
HighTower Advisors, LLC 330.02%0.04%0.07%Q1 2023Q3 20233
Stegent Equity Advisors, Inc. 334.86%11.12%20.21%Q1 2023Q3 20233
Hamilton Wealth, LLC 330.33%0.46%0.64%Q1 2023Q3 20233
ADIRONDACK RETIREMENT SPECIALISTS, INC. 333.13%9.47%15.72%Q1 2023Q3 20233
ALTFEST L J & CO INC 330.04%0.04%0.04%Q1 2023Q3 20233
Knowledge Leaders Capital, LLC 335.99%6.84%7.65%Q1 2023Q3 20233
Renaissance Technologies 330.01%0.04%0.07%Q1 2023Q3 20233
WBI INVESTMENTS, LLC 330.31%0.33%0.35%Q1 2023Q3 20233
Gladstone Institutional Advisory LLC 330.04%0.04%0.05%Q1 2023Q3 20233
SCOTIA CAPITAL INC. 220.02%0.03%0.05%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.08%0.12%0.17%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.11%0.22%0.34%Q2 2023Q3 20232
Atria Investments, Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Cetera Investment Advisers 220.00%0.02%0.05%Q2 2023Q3 20232
Financial & Tax Architects, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Citadel Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
PERRITT CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q2 2023Q3 20232
Mariner, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Lindenwold Advisors, INC 220.13%0.13%0.13%Q2 2023Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.01%0.01%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.02%0.47%0.92%Q1 2023Q3 20232
Stratos Wealth Advisors, LLC 220.02%0.05%0.08%Q1 2023Q2 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FMR LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.02%0.03%0.04%Q2 2023Q3 20232
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 220.00%0.01%0.01%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.04%0.08%0.12%Q2 2023Q3 20232
PITCAIRN CO 220.19%0.21%0.22%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
DONALDSON CAPITAL MANAGEMENT, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.16%0.22%0.28%Q2 2023Q3 20232
MORGAN STANLEY 220.00%0.00%0.01%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 220.05%0.06%0.07%Q2 2023Q3 20232
Spinnaker Investment Group, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
AE Wealth Management LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Ameritas Advisory Services, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Raymond James Financial Services Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.10%0.10%0.10%Q3 2023Q3 20231
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sargent Bickham Lagudis LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.95%0.95%0.95%Q3 2023Q3 20231
Oxbow Advisors, LLC 111.47%1.47%1.47%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ROYAL BANK OF CANADA 110.00%0.00%0.00%Q3 2023Q3 20231
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rathbones Group PLC 110.00%0.00%0.00%Q4 2022Q4 20221
IFP Advisors, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
All Season Financial Advisors, Inc. 112.52%2.52%2.52%Q3 2023Q3 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Guidance Group, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.31%0.31%0.31%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.04%0.04%0.04%Q3 2023Q3 20231
PFG Advisors 110.10%0.10%0.10%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Sovereign Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Harbour Capital Advisors, LLC 110.06%0.06%0.06%Q4 2023Q4 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.10%0.10%0.10%Q3 2023Q3 20231
First Heartland Consultants, Inc. 110.63%0.63%0.63%Q3 2023Q3 20231
Sigma Planning Corp 110.02%0.02%0.02%Q3 2023Q3 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthcare Advisory Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Westside Investment Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FLOW TRADERS U.S. LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.12%0.12%0.12%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Brookstone Capital Management 110.02%0.02%0.02%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Wayfinding Financial, LLC 111.38%1.38%1.38%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 111.02%1.02%1.02%Q3 2023Q3 20231
Americana Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Compton Financial Group, LLC 113.48%3.48%3.48%Q3 2023Q3 20231
IHT Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Divergent Planning, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Wealthstar Advisors, LLC 111.40%1.40%1.40%Q3 2023Q3 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Values First Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Allred Capital Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q4 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Bridgeworth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q3 2023Q3 20231
Truadvice, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Hennion & Walsh Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231

This page lists all the filers that currently own RBB FD INC or have owned RBB FD INC in the past.