RBB FD INC shareholder history

Current and past RBB FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PITTENGER & ANDERSON INC 23230.00%0.00%0.00%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.00%0.01%Q1 2018Q3 202323
Glassman Wealth Services 1930.02%0.05%0.13%Q1 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MORGAN STANLEY 1910.00%0.00%0.00%Q3 2018Q3 202320
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
IFP Advisors, Inc 1110.00%0.00%0.00%Q1 2016Q3 202318
Wealthcare Advisory Partners LLC 820.01%0.02%0.02%Q2 2018Q3 202317
CIBC Private Wealth Group, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
TCI Wealth Advisors, Inc. 17170.00%0.00%0.00%Q1 2019Q1 202317
Cambridge Investment Research Advisors, Inc. 17170.01%0.02%0.05%Q3 2019Q3 202317
Cable Hill Partners, LLC 710.04%0.06%0.08%Q4 2018Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
US BANCORP \DE\ 15150.00%0.00%0.00%Q1 2020Q3 202315
American Portfolios Advisors 15150.00%0.00%0.00%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Portfolio Strategies, Inc. 15150.61%0.83%2.09%Q1 2020Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2018Q3 202315
Cetera Advisor Networks LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Capital Advisory Group Advisory Services, LLC 14140.98%1.74%2.54%Q2 2020Q3 202314
Parallel Advisors, LLC 1130.00%0.00%0.00%Q2 2018Q3 202314
Creative Planning 1210.00%0.00%0.00%Q3 2018Q3 202313
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q3 2017Q3 202313
Prospera Financial Services Inc 1210.02%0.02%0.04%Q2 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
UBS Group AG 310.00%0.00%0.00%Q2 2018Q3 202312
AE Wealth Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.00%0.00%0.00%Q4 2020Q3 202312
Bison Wealth, LLC 12120.05%0.17%0.34%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2020Q3 202312
BANK OF AMERICA CORP /DE/ 1110.00%0.00%0.00%Q2 2019Q3 202312
SRS Capital Advisors, Inc. 1010.00%0.02%0.04%Q4 2020Q3 202311
RAYMOND JAMES & ASSOCIATES 920.00%0.00%0.01%Q3 2020Q3 202311
Allworth Financial LP 610.00%0.00%0.00%Q4 2018Q3 202311
Cetera Advisors LLC 740.01%0.09%0.18%Q1 2019Q1 202211
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.04%0.07%Q1 2021Q3 202310
HEADINVEST, LLC 730.04%0.05%0.05%Q1 2021Q3 202310
MARATHON CAPITAL MANAGEMENT 610.05%0.06%0.08%Q4 2019Q3 202310
Perigon Wealth Management, LLC 810.02%0.03%0.05%Q3 2011Q3 20239
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2018Q1 20229
Wealthfront Advisers LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Walker Asset Management, LLC 990.82%1.28%1.65%Q4 2021Q4 20239
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
Advisory Services Network, LLC 510.00%0.02%0.06%Q4 2019Q1 20238
WELLS FARGO & COMPANY/MN 880.00%0.00%0.00%Q3 2021Q2 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bridge Advisory, LLC 880.13%0.33%0.50%Q1 2021Q4 20228
Private Advisor Group, LLC 510.00%0.01%0.01%Q2 2020Q3 20238
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q4 2018Q2 20238
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Citadel Advisors 210.00%0.00%0.00%Q3 2019Q3 20237
Clear Perspective Advisors, LLC 770.47%2.59%4.28%Q2 2020Q4 20217
Redwood Financial Network Corp 772.33%2.46%2.75%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.03%0.05%0.06%Q4 2021Q3 20237
OGOREK ANTHONY JOSEPH /NY/ /ADV 520.01%0.01%0.01%Q1 2019Q4 20207
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
D.A. DAVIDSON & CO. 660.01%0.01%0.01%Q1 2021Q2 20226
FLOW TRADERS U.S. LLC 410.00%0.08%0.19%Q3 2020Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Koshinski Asset Management, Inc. 330.02%0.04%0.10%Q3 2021Q3 20236
PINNACLE FINANCIAL PARTNERS INC 510.00%0.00%0.00%Q1 2019Q4 20206
Financial Advocates Investment Management 660.04%0.05%0.05%Q3 2018Q4 20196
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Beacon Capital Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CALTON & ASSOCIATES, INC. 410.12%0.23%0.47%Q2 2020Q3 20235
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Fulcrum Equity Management 320.12%0.78%1.74%Q2 2020Q3 20235
Ameritas Investment Company, LLC 310.00%0.06%0.12%Q4 2018Q3 20215
CoreCap Advisors, LLC 550.01%0.02%0.04%Q4 2021Q4 20225
Tanglewood Legacy Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Kistler-Tiffany Companies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.05%0.07%0.08%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.07%0.11%0.15%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Avidian Wealth Solutions, LLC 330.05%0.07%0.08%Q1 2023Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2018Q3 20213
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2020Q3 20233
GeoWealth Management, LLC 330.03%0.24%0.36%Q4 2022Q2 20233
Total Clarity Wealth Management, Inc. 330.12%0.17%0.22%Q2 2022Q4 20223
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Advisor Resource Council 110.02%0.02%0.03%Q2 2021Q2 20223
Kingsview Wealth Management, LLC 210.02%0.02%0.02%Q4 2020Q4 20213
BlackRock Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
MASSMUTUAL TRUST CO FSB/ADV 330.00%0.00%0.00%Q2 2018Q4 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20232
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Beacon Pointe Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q3 2021Q4 20212
Kestra Advisory Services, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
NIEMANN CAPITAL MANAGEMENT INC 110.32%0.47%0.62%Q4 2019Q2 20202
Intrepid Financial Planning Group LLC 220.11%0.12%0.13%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 110.00%0.00%0.01%Q3 2020Q3 20232
Tyler-Stone Wealth Management 220.02%0.02%0.02%Q2 2023Q3 20232
Legacy Capital Group California, Inc. 220.21%0.21%0.22%Q2 2023Q3 20232
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Equitable Holdings, Inc. 110.00%0.01%0.01%Q4 2021Q3 20232
Fiduciary Alliance LLC 110.02%0.03%0.03%Q4 2022Q2 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
MRA Advisory Group 111.41%1.41%1.41%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Buffington Mohr McNeal 110.05%0.05%0.05%Q1 2019Q1 20191
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
Weaver Consulting Group 110.00%0.00%0.00%Q2 2020Q2 20201
TruWealth Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Gemmer Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Penserra Capital Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2019Q4 20191
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Columbia Asset Management 110.07%0.07%0.07%Q4 2021Q4 20211
Perennial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Realta Investment Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Janney Montgomery Scott LLC 110.03%0.03%0.03%Q1 2020Q1 20201
External links

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