| Tulsa Wealth Advisors, Inc | $32.5M | 17 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $29.5M | 3 | 2026-06-30 |
| Bluestem Wealth Partners, LLC | $6.6M | 17 | 2026-06-30 |
| Gts Financial, LLC | $5.1M | 3 | 2026-06-30 |
| Raymond James Financial Inc | $4M | 0 | 2026-06-30 |
| Cox Capital Mgt LLC | $2.8M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.5M | 23,458 | 2026-06-30 |
| Truist Financial Corp | $1.2M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.1M | 481 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1M | 1,026 | 2026-06-30 |
| &partners | $1M | 555 | 2026-06-30 |
| Envestnet Pmc | $880.9K | 60 | 2026-06-30 |
| Davenport & Co LLC | $875.2K | 339 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $763K | 4 | 2026-06-30 |
| Susquehanna International Group, LLP | $671.4K | 0 | 2026-06-30 |
| Proactive Wealth Strategies, LLC | $622.6K | 5 | 2026-06-30 |
| Prospera Financial Services, Inc. | $561.9K | 270 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $440.3K | 42 | 2026-06-30 |
| Brady Martz Wealth Solutions, LLC | $440.3K | 8 | 2026-06-30 |
| Cetera Investment Advisers | $429.9K | 10,370 | 2026-06-30 |
| Victory Financial Group, LLC | $416.1K | 56 | 2026-06-30 |
| Citadel Advisors LLC | $411.8K | 0 | 2026-06-30 |
| Bokf, NA | $160.8K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $70.3K | 480 | 2026-06-30 |
| Wilkerson Advisory Group LLC | $46.9K | 5 | 2026-06-30 |
| UBS Group AG | $39K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $4.3K | 3,940 | 2026-03-31 |
| Osaic Holdings, Inc. | $35 | 0 | 2026-06-30 |