| Client 1ST Advisory Group, LLC | 0001802816 | May 9, 2024 | 110 | $222.6M |
| Equita Financial Network, Inc. | 0001994461 | May 2, 2024 | 70 | $222.7M |
| Aragon Global Management, LP | 0001991518 | May 15, 2024 | 19 | $222.7M |
| Greenstone Partners & Co., LLC | 0001845565 | May 9, 2024 | 9 | $222.8M |
| Beaconlight Capital, LLC | 0001569537 | May 14, 2024 | 26 | $222.9M |
| Sara-Bay Financial | 0001816444 | Apr 16, 2024 | 78 | $222.9M |
| Houlihan Financial Resource Group, Ltd. | 0001802879 | May 6, 2024 | 102 | $222.9M |
| Running Point Capital Advisors, LLC | 0001840629 | May 15, 2024 | 143 | $223.3M |
| Palumbo Wealth Management LLC | 0001846310 | Apr 15, 2024 | 140 | $223.3M |
| Skyline Advisors, Inc. | 0001843832 | Apr 18, 2024 | 80 | $223.4M |
| Bank Ozk | 0001569650 | May 10, 2024 | 149 | $223.4M |
| Meros Investment Management, LP | 0001911372 | May 15, 2024 | 40 | $223.7M |
| Tiemann Investment Advisors, LLC | 0001575151 | May 13, 2024 | 197 | $223.7M |
| Access Financial Services, Inc. | 0001699622 | Apr 23, 2024 | 94 | $223.7M |
| Stonebridge Capital Management Inc. | 0000051812 | Apr 15, 2024 | 83 | $223.7M |
| P Schoenfeld Asset Management LP | 0001040198 | May 15, 2024 | 30 | $223.7M |
| Fielder Capital Group LLC | 0002010765 | Apr 25, 2024 | 172 | $223.8M |
| Cassady Schiller Wealth Management, LLC | 0001904425 | May 13, 2024 | 494 | $223.9M |
| Altium Capital Management LLC | 0001746382 | May 15, 2024 | 68 | $223.9M |
| Tiller Private Wealth, Inc. | 0001663649 | May 6, 2024 | 47 | $223.9M |
| Gray Wealth Management Inc. | 0001958397 | May 2, 2024 | 136 | $224.0M |
| Warther Private Wealth, LLC | 0001954551 | Apr 30, 2024 | 57 | $224.0M |
| Adaptive Financial Consulting, LLC | 0001804717 | May 7, 2024 | 19 | $224.1M |
| G&S Capital LLC | 0001731448 | Apr 15, 2024 | 121 | $224.3M |
| Balanced Wealth Group LLC | 0002009783 | May 13, 2024 | 70 | $224.5M |
| Dupree Financial Group, LLC | 0001989251 | Apr 19, 2024 | 61 | $224.6M |
| First Sabrepoint Capital Management LP | 0001731530 | May 15, 2024 | 26 | $224.6M |
| L1 Capital International Pty Ltd | 0002009023 | May 15, 2024 | 20 | $224.8M |
| Prospect Capital Advisors, LLC | 0001632368 | May 15, 2024 | 19 | $224.8M |
| Second Half Financial Partners, LLC | 0001946654 | May 9, 2024 | 65 | $224.9M |
| Monarch Alternative Capital LP | 0001281084 | May 15, 2024 | 6 | $224.9M |
| ICW Investment Advisors LLC | 0001794820 | May 9, 2024 | 137 | $224.9M |
| Iat Reinsurance Co. LTD. | 0001633625 | May 9, 2024 | 80 | $225.0M |
| Threadgill Financial, LLC | 0001814104 | Apr 10, 2024 | 59 | $225.1M |
| Tyler-Stone Wealth Management | 0001912584 | May 15, 2024 | 903 | $225.1M |
| Algebris (uk) Ltd. | 0001700286 | May 20, 2024 | 43 | $225.3M |
| Great Oak Capital Partners, LLC | 0002012868 | Apr 15, 2024 | 29 | $225.3M |
| Soundmark Wealth Management, LLC | 0001831431 | Apr 11, 2024 | 70 | $225.4M |
| Krensavage Asset Management, LLC | 0001609251 | May 15, 2024 | 12 | $225.5M |
| Monaco Asset Management SAM | 0001803593 | May 9, 2024 | 49 | $225.5M |
| Brick & Kyle, Associates | 0001632253 | May 14, 2024 | 59 | $225.6M |
| Pacifica Partners Inc. | 0001799900 | Apr 12, 2024 | 510 | $225.6M |
| Cambridge Financial Group, Inc. | 0001334199 | May 13, 2024 | 32 | $225.7M |
| Fonville Wealth Management LLC | 0002008703 | Apr 26, 2024 | 94 | $225.7M |
| Leading Edge Financial Planning LLC | 0001967205 | May 3, 2024 | 54 | $225.8M |
| Roth Financial Partners LLC | 0001840888 | Apr 12, 2024 | 30 | $225.8M |
| Watershed Private Wealth LLC | 0001965271 | May 7, 2024 | 123 | $225.8M |
| Sweeney & Michel, LLC | 0001979556 | May 16, 2024 | 110 | $225.8M |
| Congress Park Capital LLC | 0001730945 | Apr 16, 2024 | 114 | $226.0M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Apr 11, 2024 | 815 | $226.0M |
| Corbyn Investment Management Inc. | 0000919538 | May 6, 2024 | 61 | $226.0M |
| Northeast Financial Group, Inc. | 0001965773 | Apr 15, 2024 | 74 | $226.0M |
| Accretive Wealth Partners, LLC | 0001844444 | May 6, 2024 | 137 | $226.1M |
| Kennicott Capital Management LLC | 0001863265 | Apr 25, 2024 | 42 | $226.1M |
| Topel & Distasi Wealth Management, LLC | 0001880087 | May 7, 2024 | 75 | $226.1M |
| Compass Advisory Group LLC | 0001720292 | Apr 30, 2024 | 79 | $226.2M |
| City State Bank | 0001910666 | Apr 11, 2024 | 711 | $226.5M |
| Nokomis Capital, L.L.C. | 0001541055 | May 14, 2024 | 39 | $226.5M |
| Scholtz & Company, LLC | 0001606134 | May 14, 2024 | 50 | $226.5M |
| Geneva Partners, LLC | 0001712671 | Apr 30, 2024 | 66 | $226.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 0001903859 | Apr 15, 2024 | 72 | $226.7M |
| Brown Miller Wealth Management, LLC | 0001840084 | Feb 11, 2025 | 122 | $226.8M |
| Campbell Capital Management Inc. | 0000826794 | Apr 3, 2024 | 50 | $226.9M |
| Win Advisors, Inc. | 0001897144 | Apr 24, 2024 | 54 | $227.0M |
| Unio Capital LLC | 0001730565 | May 15, 2024 | 35 | $227.2M |
| Tempus Wealth Planning, LLC | 0001806428 | Apr 19, 2024 | 191 | $227.3M |
| Performa Ltd (US), LLC | 0001650303 | May 10, 2024 | 57 | $227.3M |
| Newton One Investments LLC | 0001842787 | Apr 16, 2024 | 113 | $227.4M |
| Manatuck Hill Partners, LLC | 0001467902 | May 15, 2024 | 120 | $227.5M |
| Waterway Wealth Management, LLC | 0001992193 | Apr 18, 2024 | 70 | $227.5M |
| Pinnacle Financial Group, LLC / IL | 0001905962 | May 15, 2024 | 65 | $227.7M |
| Hengistbury Investment Partners LLP | 0001574717 | May 14, 2024 | 5 | $227.7M |
| Atlantic Investment Management, Inc. | 0001063296 | May 15, 2024 | 11 | $227.8M |
| Fortem Financial Group, LLC | 0001766509 | May 1, 2024 | 166 | $227.8M |
| Socha Financial Group, LLC | 0001967966 | May 9, 2024 | 30 | $228.0M |
| Buska Wealth Management, LLC | 0001910503 | Jan 10, 2025 | 52 | $228.1M |
| Schulhoff & Co. Inc. | 0001080197 | May 1, 2024 | 126 | $228.2M |
| Libra Wealth LLC | 0001925385 | Apr 30, 2024 | 55 | $228.2M |
| Monte Financial Group, LLC | 0001755651 | Apr 29, 2024 | 84 | $228.3M |
| Ceera Investments, LLC | 0001860698 | May 14, 2024 | 86 | $228.4M |
| Yeomans Consulting Group, Inc. | 0002014739 | Apr 30, 2024 | 72 | $228.4M |
| Rakuten Securities, Inc. | 0002009539 | May 1, 2024 | 715 | $228.4M |
| Whetstone Capital Advisors, LLC | 0001607278 | May 14, 2024 | 31 | $228.4M |
| Davis Investment Partners, LLC | 0001963865 | Apr 15, 2024 | 116 | $228.5M |
| 11 Capital Partners LP | 0001801172 | May 15, 2024 | 14 | $228.5M |
| TTP Investments, Inc. | 0001682576 | May 9, 2024 | 30 | $228.6M |
| Lincoln Capital Corp. | 0000872359 | Apr 16, 2024 | 75 | $228.6M |
| Accuvest Global Advisors | 0001497637 | May 14, 2024 | 112 | $228.7M |
| Beddow Capital Management Inc. | 0001278641 | Apr 24, 2024 | 59 | $228.7M |
| Alaethes Wealth, LLC | 0001859677 | May 15, 2024 | 110 | $228.8M |
| NFSG Corp | 0001879757 | Apr 24, 2024 | 1,178 | $229.1M |
| Kent Lake Capital LLC | 0001777141 | May 15, 2024 | 43 | $229.1M |
| Keystone Financial Services | 0001865158 | Jun 13, 2024 | 86 | $229.2M |
| Tiff Advisory Services, LLC | 0001271347 | May 10, 2024 | 21 | $229.2M |
| Kaye Capital Management | 0001111797 | Apr 19, 2024 | 34 | $229.3M |
| Transatlantique Private Wealth LLC | 0001935000 | May 13, 2024 | 206 | $229.4M |
| Main Street Group, LTD | 0001965796 | May 15, 2024 | 945 | $229.4M |
| Royal Harbor Partners, LLC | 0001801876 | Apr 30, 2024 | 52 | $229.4M |
| TSA Wealth Managment LLC | 0001963669 | May 8, 2024 | 58 | $229.6M |
| One Charles Private Wealth Services, LLC | 0001800938 | May 14, 2024 | 144 | $229.7M |