| Trybe Capital Management LP | 0001807902 | Feb 14, 2025 | 7 | $364.6M |
| Collective Family Office LLC | 0001845066 | Jan 8, 2025 | 164 | $364.5M |
| Cornerstone Wealth Advisors, Inc. | 0001862176 | Jan 21, 2025 | 52 | $364.3M |
| Martin Investment Management, LLC | 0001511888 | Feb 12, 2025 | 48 | $364.3M |
| Ashton Thomas Securities, LLC | 0000771572 | Feb 11, 2025 | 259 | $364.2M |
| Sollinda Capital Management LLC | 0002012034 | Feb 7, 2025 | 69 | $363.8M |
| GFG Capital, LLC | 0001638520 | Jan 30, 2025 | 113 | $363.8M |
| Founders Financial Alliance, LLC | 0001832190 | Feb 7, 2025 | 576 | $363.7M |
| Cincinnati Specialty Underwriters Insurance CO | 0001426763 | Feb 12, 2025 | 37 | $363.7M |
| Birinyi Associates Inc. | 0001079738 | Feb 4, 2025 | 58 | $363.3M |
| Aries Wealth Management | 0001729515 | Jan 30, 2025 | 223 | $363.2M |
| Noble Family Wealth, LLC | 0001976065 | Jan 13, 2025 | 61 | $363.1M |
| Fruth Investment Management | 0001416856 | Jan 27, 2025 | 216 | $363.1M |
| BetterWealth, LLC | 0001911702 | Jan 23, 2025 | 68 | $363.0M |
| Benin Management CORP | 0001352871 | Jan 21, 2025 | 125 | $362.8M |
| Lodge Hill Capital, LLC | 0001598245 | Feb 13, 2025 | 22 | $362.7M |
| Monument Capital Management | 0001729428 | Jan 31, 2025 | 198 | $362.6M |
| Hourglass Capital, LLC | 0001442573 | Jan 30, 2025 | 105 | $362.6M |
| Siena Capital Partners GP, LLC | 0001694886 | Feb 12, 2025 | 110 | $362.5M |
| Copperwynd Financial, LLC | 0001687832 | Feb 10, 2025 | 136 | $362.4M |
| NFC Investments, LLC | 0001512858 | Feb 10, 2025 | 37 | $362.4M |
| Warberg Asset Management LLC | 0001597506 | Feb 13, 2025 | 169 | $362.1M |
| Ifrah Financial Services, Inc. | 0001382646 | Jan 31, 2025 | 203 | $361.9M |
| Seaview Investment Managers LLC | 0001832158 | Feb 13, 2025 | 107 | $361.5M |
| Alteri Wealth LLC | 0002054980 | Feb 14, 2025 | 246 | $361.3M |
| Natural Investments, LLC | 0001800245 | Feb 7, 2025 | 246 | $361.3M |
| Landaas & Co. /Wi | 0000913990 | Feb 27, 2025 | 89 | $361.2M |
| Xcel Wealth Management, LLC | 0001791002 | Feb 5, 2025 | 126 | $360.8M |
| Stewardship Advisors, LLC | 0001733219 | Jan 21, 2025 | 152 | $360.6M |
| Gavilan Investment Partners LLC | 0001963404 | Feb 13, 2025 | 13 | $360.6M |
| Crestview Partners III GP, L.P. | 0001703027 | Feb 14, 2025 | 3 | $360.5M |
| Wolff Financial Management LLC | 0001767940 | Jan 21, 2025 | 94 | $360.4M |
| AMJ Financial Wealth Management | 0001801585 | Feb 6, 2025 | 82 | $360.2M |
| WealthBridge Capital Management, LLC | 0001767313 | Feb 3, 2025 | 200 | $360.0M |
| Doliver Advisors, LP | 0000938077 | Jan 6, 2025 | 157 | $359.9M |
| Okabena Investment Services Inc. | 0001157519 | Feb 12, 2025 | 115 | $359.8M |
| Tradewinds, LLC. | 0001932342 | Feb 12, 2025 | 215 | $359.8M |
| Sunflower Bank, N.A. | 0001818759 | Jan 13, 2025 | 127 | $359.8M |
| Berkeley Capital Partners, LLC | 0001667694 | Feb 11, 2025 | 173 | $359.8M |
| Boyd Watterson Asset Management LLC | 0001121477 | Feb 3, 2025 | 434 | $359.7M |
| InvesTrust | 0002050848 | Jan 8, 2025 | 94 | $359.6M |
| Addison Advisors LLC | 0001843745 | Feb 4, 2025 | 839 | $359.5M |
| AXS Investments LLC | 0001801467 | Feb 10, 2025 | 217 | $359.2M |
| Saraza Management, LP | 0001894188 | Feb 13, 2025 | 17 | $358.6M |
| Childress Capital Advisors, LLC | 0001849561 | Jan 24, 2025 | 215 | $358.4M |
| Globe Life Inc. | 0000320335 | Feb 27, 2025 | 2 | $358.3M |
| Mizuho Bank, Ltd. | 0001512734 | Feb 13, 2025 | 108 | $358.1M |
| High Net Worth Advisory Group LLC | 0001919142 | Jan 21, 2025 | 219 | $358.0M |
| Value Aligned Research Advisors, LLC | 0001963565 | Feb 18, 2025 | 27 | $358.0M |
| B.O.S.S. Retirement Advisors, LLC | 0001964810 | Jan 21, 2025 | 176 | $357.9M |
| Harrell Investment Partners, LLC | 0001802882 | Jan 21, 2025 | 89 | $357.9M |
| Madison Wealth Partners, Inc | 0001844424 | Feb 10, 2025 | 152 | $357.8M |
| Puzo Michael J | 0001053914 | Feb 13, 2025 | 73 | $357.7M |
| Activest Wealth Management | 0001883134 | Jan 28, 2025 | 1,201 | $357.7M |
| Apeiron RIA LLC | 0001801846 | Jan 17, 2025 | 205 | $357.4M |
| Park Place Capital Corp | 0001965810 | Jan 17, 2025 | 809 | $357.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0001998414 | Feb 12, 2025 | 776 | $357.1M |
| Grey Rock Energy Management, LLC | 0002053459 | Feb 11, 2025 | 1 | $357.0M |
| Prosight Management, LP | 0001617201 | Feb 14, 2025 | 35 | $357.0M |
| Whitener Capital Management, Inc. | 0000825217 | Jan 15, 2025 | 158 | $356.9M |
| Wealth Advisory Solutions, LLC | 0001834802 | Feb 6, 2025 | 127 | $356.9M |
| Avalon Global Asset Management LLC | 0001314273 | Feb 14, 2025 | 26 | $356.8M |
| Oakwell Private Wealth Management, LLC | 0001844024 | Feb 5, 2025 | 60 | $356.7M |
| Robert Bosch GmbH | 0001882360 | Feb 14, 2025 | 4 | $356.5M |
| Wiser Wealth Management, Inc | 0001573263 | Jan 14, 2025 | 48 | $356.3M |
| Guidance Point Advisors, LLC | 0001767710 | Feb 12, 2025 | 85 | $355.7M |
| Weaver Capital Management LLC | 0001552247 | Jan 27, 2025 | 181 | $355.6M |
| Sio Capital Management, LLC | 0001482416 | Feb 14, 2025 | 51 | $355.4M |
| Advus Financial Partners, LLC | 0002150676 | Aug 25, 2026 | 222 | $355.3M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 0000943719 | Feb 11, 2025 | 1 | $355.2M |
| VeraBank, N.A. | 0001767297 | Jan 30, 2025 | 146 | $354.7M |
| Integris Wealth Management, LLC | 0001750852 | Jan 23, 2025 | 104 | $354.6M |
| Verde Capital Management | 0001802891 | Jan 17, 2025 | 64 | $354.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0001936603 | Feb 13, 2025 | 312 | $354.2M |
| Bridgewealth Advisory Group, LLC | 0001801982 | Feb 14, 2025 | 116 | $353.9M |
| Cisco Systems, Inc. | 0000858877 | Jan 22, 2025 | 3 | $353.6M |
| Smith & Howard Wealth Management, LLC | 0001543991 | Feb 7, 2025 | 82 | $353.3M |
| Scientech Research LLC | 0002011556 | Feb 14, 2025 | 550 | $353.3M |
| PhiloSmith Capital Corp | 0001942361 | Feb 10, 2025 | 23 | $352.9M |
| Harspring Capital Management, LLC | 0001652327 | Feb 13, 2025 | 17 | $351.8M |
| Drake & Associates, LLC | 0001935795 | Feb 10, 2025 | 88 | $351.3M |
| Seeds Investor LLC | 0002021047 | Feb 13, 2025 | 276 | $351.0M |
| Gray Foundation | 0002011602 | Feb 4, 2025 | 14 | $350.7M |
| True Wind Capital Management, L.P. | 0001824827 | Feb 5, 2025 | 2 | $350.4M |
| Lester Murray Antman dba SimplyRich | 0001725888 | Jan 29, 2025 | 216 | $350.4M |
| Nine Ten Capital Management LLC | 0001635236 | Feb 13, 2025 | 11 | $350.3M |
| Galibier Capital Management Ltd. | 0001765768 | Jan 15, 2025 | 37 | $350.3M |
| Kraft, Davis & Associates, LLC | 0001919438 | Feb 13, 2025 | 137 | $350.3M |
| Ikarian Capital, LLC | 0001778253 | Feb 14, 2025 | 122 | $350.2M |
| MYDA Advisors LLC | 0001589689 | Feb 13, 2025 | 112 | $350.1M |
| Little House Capital LLC | 0001748814 | Jan 30, 2025 | 109 | $350.0M |
| BigSur Wealth Management LLC | 0001659171 | Jan 16, 2025 | 152 | $349.9M |
| Ballast, Inc. | 0001730477 | Jan 16, 2025 | 119 | $349.8M |
| TFB Advisors LLC | 0001965201 | Jan 29, 2025 | 320 | $349.7M |
| Cypress Capital, LLC | 0001729939 | Feb 3, 2025 | 72 | $349.7M |
| Aspire Capital Advisors LLC | 0001906014 | Jan 22, 2025 | 88 | $349.6M |
| JPL Wealth Management, LLC | 0002010710 | Feb 10, 2025 | 121 | $349.2M |
| Ironsides Asset Advisors, LLC | 0001615135 | Feb 10, 2025 | 68 | $348.7M |
| 3G Capital Partners LP | 0001421669 | Feb 14, 2025 | 16 | $348.7M |
| St. Clair Advisors, LLC | 0002056292 | Feb 14, 2025 | 80 | $348.3M |