| Ameriprise Financial Inc | $30.9M | 0 | 2026-06-30 |
| Royal Bank of Canada | $27.6M | 0 | 2026-06-30 |
| Morgan Stanley | $26.8M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $25.4M | 0 | 2026-06-30 |
| Wealth Alliance Advisory Group, LLC | $13.3M | 6 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $12.4M | 115 | 2026-06-30 |
| Bkm Wealth Management, LLC | $10.7M | 6 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $9.9M | 2,863 | 2026-06-30 |
| Raymond James Financial Inc | $9.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $7.5M | 23,458 | 2026-06-30 |
| Envestnet Pmc | $7.4M | 60 | 2026-06-30 |
| Crumly & Associates Inc. | $6M | 6 | 2026-06-30 |
| Rvw Wealth, LLC | $5.1M | 8 | 2026-06-30 |
| UBS Group AG | $4.8M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.9M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $3.8M | 927 | 2026-06-30 |
| Baird Financial Group, Inc. | $3M | 0 | 2026-06-30 |
| Garden State Investment Advisory Services LLC | $3M | 33 | 2026-06-30 |
| L & S Advisors Inc | $2.5M | 12 | 2026-06-30 |
| Hightower Advisors, LLC | $2.1M | 1,046 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.8M | 1,026 | 2026-06-30 |
| Goldstein Advisors, LLC | $1.6M | 12 | 2026-06-30 |
| Gaddis Premier Wealth Advisors LLC | $1.2M | 8 | 2026-06-30 |
| Strategic Financial Concepts, LLC | $1M | 40 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $976.9K | 386 | 2026-06-30 |
| Goldman Sachs Group Inc | $770.8K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $589K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $534.1K | 346 | 2026-06-30 |
| Avior Wealth Management, LLC | $531.4K | 69 | 2026-06-30 |
| Cetera Investment Advisers | $524.6K | 10,370 | 2026-06-30 |
| Prairie Wealth Advisors, Inc. | $513.9K | 9 | 2026-06-30 |
| Family Capital Trust Co | $401.8K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $318.1K | 1,479 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $282.4K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $253.4K | 0 | 2026-06-30 |
| Atlas Wealth LLC | $201.6K | 5 | 2026-06-30 |
| Comerica Bank | $109.3K | 0 | 2025-12-31 |
| Cwm, LLC | $108.5K | 667 | 2026-03-31 |
| Rothschild Investment LLC | $52.1K | 18 | 2026-06-30 |
| Fmr LLC | $49.1K | 0 | 2026-06-30 |
| Avalon Trust Co | $39.2K | 0 | 2026-06-30 |
| Wealth Enhancement Trust Services, Inc. | $37.5K | 0 | 2026-06-30 |
| Tfc Financial Management, Inc. | $36K | 12 | 2026-06-30 |
| Southstate Bank Corp | $31.9K | 0 | 2026-06-30 |
| Barrett & Company, Inc. | $23.6K | 4 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $23.5K | 0 | 2026-06-30 |
| Hollencrest Capital Management | $19.6K | 15 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $18.6K | 193 | 2026-06-30 |
| Goalvest Advisory LLC | $13.4K | 6 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $5.3K | 20 | 2026-06-30 |
| Vanguard Advisers Inc | $718 | 2,469 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $328 | 34 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $201 | 3,940 | 2026-03-31 |
| Corecap Advisors, LLC | $65 | 118 | 2026-06-30 |
| Farther Finance Advisors, LLC | $65 | 334 | 2026-06-30 |