Aptus Defined Risk ETF (DRSK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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KFG Wealth Management, LLC

INCREASED

Shares2,093,313 from 1,989,312

Change+104,001 (+5%)

Value$56.9M (-$317.4K)

Filed 2026-10-16

Diversified Enterprises, LLC

INCREASED

Shares1,957,318 from 1,898,865

Change+58,453 (+3%)

Value$53.2M (-$1.4M)

Filed 2026-10-19

SevenBridge Financial Group, LLC

INCREASED

Shares1,471,913 from 1,291,800

Change+180,113 (+14%)

Value$40.0M (+$2.5M)

Filed 2026-10-26

Compass Ion Advisors, LLC

INCREASED

Shares1,435,911 from 1,377,698

Change+58,213 (+4%)

Value$39.0M (-$595.1K)

Filed 2026-10-23

Gerber, LLC

INCREASED

Shares1,386,560 from 1,330,602

Change+55,958 (+4%)

Value$37.7M (-$582.0K)

Filed 2026-10-21

Signal Advisors Wealth, LLC

INCREASED

Shares1,359,672 from 1,302,546

Change+57,126 (+4%)

Value$36.9M (-$505.9K)

Filed 2026-10-13

First Heartland Consultants, Inc.

INCREASED

Shares1,115,330 from 1,085,759

Change+29,571 (+3%)

Value$30.3M (-$912.0K)

Filed 2026-10-08

Brookstone Capital Management

DECREASED

Shares1,075,345 from 1,087,822

Change-12,477 (-1%)

Value$29.2M (-$2.1M)

Filed 2026-10-22

Clarus Group, Inc.

DECREASED

Shares1,025,498 from 1,243,196

Change-217,698 (-18%)

Value$27.9M (-$7.9M)

Filed 2026-10-21

Sunburst Financial Group, LLC

INCREASED

Shares958,910 from 834,456

Change+124,454 (+15%)

Value$26.1M (+$2.1M)

Filed 2026-10-09

Concurrent Investment Advisors, LLC

NEW

Shares818,155

Change+818,155

Value$22.2M

Filed 2026-10-16

6th Street Advisors, LLC

INCREASED

Shares760,487 from 757,215

Change+3,272 (+0%)

Value$20.7M (-$1.1M)

Filed 2026-10-14

LPL Financial LLC

DECREASED

Shares520,145 from 648,422

Change-128,277 (-20%)

Value$14.1M (-$4.5M)

Filed 2026-11-06

TrueWealth Advisors, LLC

INCREASED

Shares486,966 from 472,862

Change+14,104 (+3%)

Value$13.2M (-$363.9K)

Filed 2026-10-09

Wealth Advisory Team LLC

INCREASED

Shares440,582 from 429,155

Change+11,427 (+3%)

Value$12.0M (-$367.6K)

Filed 2026-11-05

Purewater Capital LLC

DECREASED

Shares413,419 from 420,288

Change-6,869 (-2%)

Value$11.2M (-$850.7K)

Filed 2026-10-23

Prime Capital Investment Advisors, LLC

INCREASED

Shares349,516 from 320,306

Change+29,210 (+9%)

Value$9.5M (+$287.6K)

Filed 2026-10-20

United Advisor Group, LLC

INCREASED

Shares348,175 from 309,386

Change+38,789 (+13%)

Value$9.5M (+$565.1K)

Filed 2026-11-03

Wealthcare Advisory Partners LLC

DECREASED

Shares337,291 from 341,944

Change-4,653 (-1%)

Value$9.2M (-$666.7K)

Filed 2026-10-21

Cushing Capital Partners, LLC

INCREASED

Shares327,500 from 325,072

Change+2,428 (+1%)

Value$8.9M (-$447.6K)

Filed 2026-10-20

MBE Wealth Management, LLC

DECREASED

Shares287,104 from 289,902

Change-2,798 (-1%)

Value$7.8M (-$534.1K)

Filed 2026-10-26

EdgeRock Capital LLC

INCREASED

Shares276,670 from 272,049

Change+4,621 (+2%)

Value$7.5M (-$304.3K)

Filed 2026-11-03

Lord & Richards Wealth Management, LLC

DECREASED

Shares258,226 from 298,491

Change-40,265 (-13%)

Value$7.0M (-$1.6M)

Filed 2026-10-14

Financial Guidance Group, Inc.

INCREASED

Shares254,115 from 241,104

Change+13,011 (+5%)

Value$6.9M (-$27.4K)

Filed 2026-10-21

Capital Investment Advisory Services, LLC

INCREASED

Shares205,167 from 193,456

Change+11,711 (+6%)

Value$5.6M (+$62.9K)

Filed 2026-10-30

SWS Partners

INCREASED

Shares202,729 from 190,686

Change+12,043 (+6%)

Value$5.5M (+$25.9K)

Filed 2026-10-26

One Plus One Wealth Management, LLC

INCREASED

Shares179,683 from 175,621

Change+4,062 (+2%)

Value$4.9M (-$167.1K)

Filed 2026-10-16

Thrivent Financial for Lutherans

INCREASED

Shares164,004 from 162,415

Change+1,589 (+1%)

Value$4.5M (-$213.0K)

Filed 2026-11-05

Mendel Money Management

DECREASED

Shares149,257 from 154,633

Change-5,376 (-3%)

Value$4.1M (-$390.5K)

Filed 2026-11-02

Uniting Wealth Partners, LLC

INCREASED

Shares147,933 from 144,002

Change+3,931 (+3%)

Value$4.0M (-$120.7K)

Filed 2026-11-06

Code Waechter LLC

INCREASED

Shares144,867 from 137,928

Change+6,939 (+5%)

Value$3.9M (-$29.4K)

Filed 2026-10-23

Renasant Bank

DECREASED

Shares116,589 from 123,703

Change-7,114 (-6%)

Value$3.2M (-$388.7K)

Filed 2026-11-05

Cyndeo Wealth Partners, LLC

INCREASED

Shares114,903 from 103,939

Change+10,964 (+11%)

Value$3.1M (+$133.7K)

Filed 2026-10-16

Atria Investments, Inc

INCREASED

Shares112,261 from 100,823

Change+11,438 (+11%)

Value$3.1M (+$151.4K)

Filed 2026-10-15

Meridian Wealth Management, LLC

INCREASED

Shares108,583 from 87,803

Change+20,780 (+24%)

Value$3.0M (+$425.9K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares86,248 from 83,028

Change+3,220 (+4%)

Value$2.3M (-$43.7K)

Filed 2026-11-02

Visionary Horizons, LLC

INCREASED

Shares30,166 from 28,242

Change+1,924 (+7%)

Value$819.6K (+$7.7K)

Filed 2026-10-22

TBH Global Asset Management, LLC

NEW

Shares26,191

Change+26,191

Value$711.6K

Filed 2026-11-03

Jacobi Capital Management LLC

DECREASED

Shares17,366 from 17,740

Change-374 (-2%)

Value$471.8K (-$38.2K)

Filed 2026-11-05

Valmark Advisers, Inc.

NEW

Shares17,320

Change+17,320

Value$470.6K

Filed 2026-11-06

SmartHarvest Portfolios, LLC

UNCHANGED

Shares16,376 from 16,376

Change0 (0%)

Value$444.9K (-$25.9K)

Filed 2026-10-26

Strong Retirement Solutions LLC

INCREASED

Shares15,840 from 15,017

Change+823 (+5%)

Value$430.4K (-$1.4K)

Filed 2026-10-07

RDA Financial Network

DECREASED

Shares11,382 from 12,470

Change-1,088 (-9%)

Value$309.2K (-$49.3K)

Filed 2026-10-15

Retirement Planning Group, LLC

INCREASED

Shares9,974 from 9,956

Change+18 (+0%)

Value$271.0K (-$15.2K)

Filed 2026-10-19

Parallel Advisors, LLC

DECREASED

Shares9,591 from 15,305

Change-5,714 (-37%)

Value$260.6K (-$179.5K)

Filed 2026-11-03

Lunt Capital Management, Inc.

UNCHANGED

Shares9,465 from 9,465

Change0 (0%)

Value$257.2K (-$15.0K)

Filed 2026-10-30

McElhenny Sheffield Capital Management, LLC

UNCHANGED

Shares7,400 from 7,400

Change0 (0%)

Value$201.1K (-$11.7K)

Filed 2026-11-06

Princeton Global Asset Management LLC

UNCHANGED

Shares3,846 from 3,846

Change0 (0%)

Value$104.5K (-$6.1K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares2,726 from 2,706

Change+20 (+1%)

Value$74.1K (-$3.7K)

Filed 2026-10-08

Chilton Capital Management LLC

UNCHANGED

Shares2,637 from 2,637

Change0 (0%)

Value$71.6K (-$4.2K)

Filed 2026-10-28

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,791 from 1,791

Change0 (0%)

Value$48.7K (-$2.8K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares815 from 443

Change+372 (+84%)

Value$22.1K (+$9.4K)

Filed 2026-10-21

Compass Financial Management LLC

DECREASED

Shares790 from 3,591

Change-2,801 (-78%)

Value$21.5K (-$81.8K)

Filed 2026-10-30

CoreCap Advisors, LLC

DECREASED

Shares87 from 212

Change-125 (-59%)

Value$2.4K (-$3.7K)

Filed 2026-10-08

Valeo Financial Advisors, LLC

CLOSED

Shares0 from 14,197

Change-14,197 (-100%)

Value$0 (-$408.2K)

Filed 2026-10-08

Kathmere Capital Management, LLC

CLOSED

Shares0 from 7,130

Change-7,130 (-100%)

Value$0 (-$205.0K)

Filed 2026-10-20

Private Trust Co NA

CLOSED

Shares0 from 3,733

Change-3,733 (-100%)

Value$0 (-$107.3K)

Filed 2026-10-20

IFP Advisors, Inc

CLOSED

Shares0 from 1,840

Change-1,840 (-100%)

Value$0 (-$52.9K)

Filed 2026-10-16

Aptus Capital Advisors, LLC

N/A

Shares— from 19,041,961

Change-19,041,961 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,643,046

Change-7,643,046 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 4,621,680

Change-4,621,680 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,155,258

Change-2,155,258 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 1,495,309

Change-1,495,309 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 1,368,011

Change-1,368,011 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,056,652

Change-1,056,652 (-100%)

Value—

Brogan Financial, Inc.

N/A

Shares— from 1,018,304

Change-1,018,304 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 863,980

Change-863,980 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 779,088

Change-779,088 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 744,188

Change-744,188 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 385,769

Change-385,769 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 377,229

Change-377,229 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 211,055

Change-211,055 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 203,643

Change-203,643 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 133,212

Change-133,212 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 116,967

Change-116,967 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 116,018

Change-116,018 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 91,359

Change-91,359 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 86,000

Change-86,000 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 71,997

Change-71,997 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 70,726

Change-70,726 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 48,709

Change-48,709 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 47,158

Change-47,158 (-100%)

Value—

Betterment LLC

N/A

Shares— from 32,356

Change-32,356 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,306

Change-31,306 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 30,446

Change-30,446 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 7,131

Change-7,131 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,936

Change-4,936 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,203

Change-4,203 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 2,561

Change-2,561 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,053

Change-2,053 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,758

Change-1,758 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,309

Change-1,309 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 438

Change-438 (-100%)

Value—

UBS Group AG

N/A

Shares— from 360

Change-360 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 267

Change-267 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
KFG Wealth Management, LLC	INCREASED	2,093,313	1,989,312	+104,001	+5%	$57.2M	$56.9M	-$317.4K	2026-10-16
Diversified Enterprises, LLC	INCREASED	1,957,318	1,898,865	+58,453	+3%	$54.6M	$53.2M	-$1.4M	2026-10-19
SevenBridge Financial Group, LLC	INCREASED	1,471,913	1,291,800	+180,113	+14%	$37.5M	$40.0M	+$2.5M	2026-10-26
Compass Ion Advisors, LLC	INCREASED	1,435,911	1,377,698	+58,213	+4%	$39.6M	$39.0M	-$595.1K	2026-10-23
Gerber, LLC	INCREASED	1,386,560	1,330,602	+55,958	+4%	$38.3M	$37.7M	-$582.0K	2026-10-21
Signal Advisors Wealth, LLC	INCREASED	1,359,672	1,302,546	+57,126	+4%	$37.4M	$36.9M	-$505.9K	2026-10-13
First Heartland Consultants, Inc.	INCREASED	1,115,330	1,085,759	+29,571	+3%	$31.2M	$30.3M	-$912.0K	2026-10-08
Brookstone Capital Management	DECREASED	1,075,345	1,087,822	-12,477	-1%	$31.3M	$29.2M	-$2.1M	2026-10-22
Clarus Group, Inc.	DECREASED	1,025,498	1,243,196	-217,698	-18%	$35.7M	$27.9M	-$7.9M	2026-10-21
Sunburst Financial Group, LLC	INCREASED	958,910	834,456	+124,454	+15%	$24.0M	$26.1M	+$2.1M	2026-10-09
Concurrent Investment Advisors, LLC	NEW	818,155	—	+818,155	—	—	$22.2M	—	2026-10-16
6th Street Advisors, LLC	INCREASED	760,487	757,215	+3,272	+0%	$21.8M	$20.7M	-$1.1M	2026-10-14
LPL Financial LLC	DECREASED	520,145	648,422	-128,277	-20%	$18.6M	$14.1M	-$4.5M	2026-11-06
TrueWealth Advisors, LLC	INCREASED	486,966	472,862	+14,104	+3%	$13.6M	$13.2M	-$363.9K	2026-10-09
Wealth Advisory Team LLC	INCREASED	440,582	429,155	+11,427	+3%	$12.3M	$12.0M	-$367.6K	2026-11-05
Purewater Capital LLC	DECREASED	413,419	420,288	-6,869	-2%	$12.1M	$11.2M	-$850.7K	2026-10-23
Prime Capital Investment Advisors, LLC	INCREASED	349,516	320,306	+29,210	+9%	$9.2M	$9.5M	+$287.6K	2026-10-20
United Advisor Group, LLC	INCREASED	348,175	309,386	+38,789	+13%	$8.9M	$9.5M	+$565.1K	2026-11-03
Wealthcare Advisory Partners LLC	DECREASED	337,291	341,944	-4,653	-1%	$9.8M	$9.2M	-$666.7K	2026-10-21
Cushing Capital Partners, LLC	INCREASED	327,500	325,072	+2,428	+1%	$9.3M	$8.9M	-$447.6K	2026-10-20
MBE Wealth Management, LLC	DECREASED	287,104	289,902	-2,798	-1%	$8.3M	$7.8M	-$534.1K	2026-10-26
EdgeRock Capital LLC	INCREASED	276,670	272,049	+4,621	+2%	$7.8M	$7.5M	-$304.3K	2026-11-03
Lord & Richards Wealth Management, LLC	DECREASED	258,226	298,491	-40,265	-13%	$8.6M	$7.0M	-$1.6M	2026-10-14
Financial Guidance Group, Inc.	INCREASED	254,115	241,104	+13,011	+5%	$6.9M	$6.9M	-$27.4K	2026-10-21
Capital Investment Advisory Services, LLC	INCREASED	205,167	193,456	+11,711	+6%	$5.6M	$5.6M	+$62.9K	2026-10-30
SWS Partners	INCREASED	202,729	190,686	+12,043	+6%	$5.5M	$5.5M	+$25.9K	2026-10-26
One Plus One Wealth Management, LLC	INCREASED	179,683	175,621	+4,062	+2%	$5.0M	$4.9M	-$167.1K	2026-10-16
Thrivent Financial for Lutherans	INCREASED	164,004	162,415	+1,589	+1%	$4.7M	$4.5M	-$213.0K	2026-11-05
Mendel Money Management	DECREASED	149,257	154,633	-5,376	-3%	$4.4M	$4.1M	-$390.5K	2026-11-02
Uniting Wealth Partners, LLC	INCREASED	147,933	144,002	+3,931	+3%	$4.1M	$4.0M	-$120.7K	2026-11-06
Code Waechter LLC	INCREASED	144,867	137,928	+6,939	+5%	$4.0M	$3.9M	-$29.4K	2026-10-23
Renasant Bank	DECREASED	116,589	123,703	-7,114	-6%	$3.6M	$3.2M	-$388.7K	2026-11-05
Cyndeo Wealth Partners, LLC	INCREASED	114,903	103,939	+10,964	+11%	$3.0M	$3.1M	+$133.7K	2026-10-16
Atria Investments, Inc	INCREASED	112,261	100,823	+11,438	+11%	$2.9M	$3.1M	+$151.4K	2026-10-15
Meridian Wealth Management, LLC	INCREASED	108,583	87,803	+20,780	+24%	$2.5M	$3.0M	+$425.9K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	86,248	83,028	+3,220	+4%	$2.4M	$2.3M	-$43.7K	2026-11-02
Visionary Horizons, LLC	INCREASED	30,166	28,242	+1,924	+7%	$812.0K	$819.6K	+$7.7K	2026-10-22
TBH Global Asset Management, LLC	NEW	26,191	—	+26,191	—	—	$711.6K	—	2026-11-03
Jacobi Capital Management LLC	DECREASED	17,366	17,740	-374	-2%	$510.0K	$471.8K	-$38.2K	2026-11-05
Valmark Advisers, Inc.	NEW	17,320	—	+17,320	—	—	$470.6K	—	2026-11-06
SmartHarvest Portfolios, LLC	UNCHANGED	16,376	16,376	0	0%	$470.8K	$444.9K	-$25.9K	2026-10-26
Strong Retirement Solutions LLC	INCREASED	15,840	15,017	+823	+5%	$431.7K	$430.4K	-$1.4K	2026-10-07
RDA Financial Network	DECREASED	11,382	12,470	-1,088	-9%	$358.5K	$309.2K	-$49.3K	2026-10-15
Retirement Planning Group, LLC	INCREASED	9,974	9,956	+18	+0%	$286.2K	$271.0K	-$15.2K	2026-10-19
Parallel Advisors, LLC	DECREASED	9,591	15,305	-5,714	-37%	$440.0K	$260.6K	-$179.5K	2026-11-03
Lunt Capital Management, Inc.	UNCHANGED	9,465	9,465	0	0%	$272.1K	$257.2K	-$15.0K	2026-10-30
McElhenny Sheffield Capital Management, LLC	UNCHANGED	7,400	7,400	0	0%	$212.8K	$201.1K	-$11.7K	2026-11-06
Princeton Global Asset Management LLC	UNCHANGED	3,846	3,846	0	0%	$110.6K	$104.5K	-$6.1K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	2,726	2,706	+20	+1%	$77.8K	$74.1K	-$3.7K	2026-10-08
Chilton Capital Management LLC	UNCHANGED	2,637	2,637	0	0%	$75.8K	$71.6K	-$4.2K	2026-10-28
Wilmington Savings Fund Society, FSB	UNCHANGED	1,791	1,791	0	0%	$51.5K	$48.7K	-$2.8K	2026-10-23
Assetmark, Inc	INCREASED	815	443	+372	+84%	$12.7K	$22.1K	+$9.4K	2026-10-21
Compass Financial Management LLC	DECREASED	790	3,591	-2,801	-78%	$103.2K	$21.5K	-$81.8K	2026-10-30
CoreCap Advisors, LLC	DECREASED	87	212	-125	-59%	$6.1K	$2.4K	-$3.7K	2026-10-08
Valeo Financial Advisors, LLC	CLOSED	0	14,197	-14,197	-100%	$408.2K	$0	-$408.2K	2026-10-08
Kathmere Capital Management, LLC	CLOSED	0	7,130	-7,130	-100%	$205.0K	$0	-$205.0K	2026-10-20
Private Trust Co NA	CLOSED	0	3,733	-3,733	-100%	$107.3K	$0	-$107.3K	2026-10-20
IFP Advisors, Inc	CLOSED	0	1,840	-1,840	-100%	$52.9K	$0	-$52.9K	2026-10-16
Aptus Capital Advisors, LLC	N/A	—	19,041,961	-19,041,961	-100%	$547.5M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,643,046	-7,643,046	-100%	$219.7M	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	4,621,680	-4,621,680	-100%	$132.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	2,155,258	-2,155,258	-100%	$62.0M	—	—	—
Second Line Capital, LLC	N/A	—	1,495,309	-1,495,309	-100%	$43.0M	—	—	—
Talon Private Wealth, LLC	N/A	—	1,368,011	-1,368,011	-100%	$39.3M	—	—	—
Raymond James Financial Inc	N/A	—	1,056,652	-1,056,652	-100%	$30.4M	—	—	—
Brogan Financial, Inc.	N/A	—	1,018,304	-1,018,304	-100%	$29.3M	—	—	—
Advisory Services Network, LLC	N/A	—	863,980	-863,980	-100%	$24.8M	—	—	—
Park Place Capital Corp	N/A	—	779,088	-779,088	-100%	$22.4M	—	—	—
Waterloo Capital, L.P.	N/A	—	744,188	-744,188	-100%	$21.4M	—	—	—
Bienville Capital Management, LLC	N/A	—	385,769	-385,769	-100%	$11.1M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	377,229	-377,229	-100%	$10.8M	—	—	—
Maripau Wealth Management LLC	N/A	—	211,055	-211,055	-100%	$6.1M	—	—	—
Tailwinds Wealth, LLC	N/A	—	203,643	-203,643	-100%	$5.9M	—	—	—
Regal Investment Advisors LLC	N/A	—	133,212	-133,212	-100%	$3.8M	—	—	—
Second Half Financial Partners, LLC	N/A	—	116,967	-116,967	-100%	$3.4M	—	—	—
Independent Advisor Alliance	N/A	—	116,018	-116,018	-100%	$3.3M	—	—	—
Captrust Financial Advisors	N/A	—	91,359	-91,359	-100%	$2.6M	—	—	—
Leavell Investment Management, Inc.	N/A	—	86,000	-86,000	-100%	$2.5M	—	—	—
CreativeOne Wealth, LLC	N/A	—	71,997	-71,997	-100%	$2.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	70,726	-70,726	-100%	$2.0M	—	—	—
Savvy Advisors, Inc.	N/A	—	48,709	-48,709	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	47,158	-47,158	-100%	$1.4M	—	—	—
Betterment LLC	N/A	—	32,356	-32,356	-100%	$930.0K	—	—	—
Royal Bank of Canada	N/A	—	31,306	-31,306	-100%	$900.0K	—	—	—
Old Mission Capital LLC	N/A	—	30,446	-30,446	-100%	$875.3K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	7,131	-7,131	-100%	$205.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,936	-4,936	-100%	$141.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,203	-4,203	-100%	$120.8K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	2,561	-2,561	-100%	$434.5K	—	—	—
BFC Planning, Inc.	N/A	—	2,053	-2,053	-100%	$59.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,758	-1,758	-100%	$50.5K	—	—	—
JPMorgan Chase & Co	N/A	—	1,309	-1,309	-100%	$37.7K	—	—	—
Morgan Stanley	N/A	—	438	-438	-100%	$12.6K	—	—	—
UBS Group AG	N/A	—	360	-360	-100%	$10.4K	—	—	—
Wells Fargo & Company	N/A	—	267	-267	-100%	$7.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	63	-63	-100%	$1.8K	—	—	—
IFG Advisory, LLC	N/A	—	5	-5	-100%	$144	—	—	—

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