| Upp Management, LP | Houston, TX | — | 3 |
| Attune Wealth Management LLC | | — | — |
| Meridian Wealth Group, LLC | Dade City, FL | — | — |
| Antarctica Saf Partners, LLC | New York, NY | — | — |
| 755 Wealth Management, LLC | Woodstock, GA | — | — |
| Together Wealth Group LLC | Miami Beach, FL | — | — |
| Naples Private Capital, LLC | Mooresville, NC | — | — |
| Tomoro LLC | Colts Neck, NJ | — | — |
| Tide Rock Leverageco Manager, LLC | Solana Beach, CA | — | 3 |
| Stackstone Wealth, LLC | Dubuque, IA | — | — |
| Applied Academics LLC | New York, NY | — | — |
| Martin Advisors LLC | Valencia, CA | — | — |
| Proshare Investment Management LLC | Bethesda, MD | — | — |
| Veneroso Wealth Management Inc. | Woodbury, NY | — | — |
| Rothschild Financial Partners, LLC | Oak Brook, IL | — | — |
| Amber Road Investors LP | New York, NY | — | — |
| Apt Wealth USA Pty Ltd | Sydney, New South Wales | — | — |
| Scheeler Financial LLC | West Chester, OH | — | — |
| Whiterock Wealth Design, LLC | Fayetteville, AR | — | — |
| Central Illinois Group, LLC | Champaign, IL | — | — |
| Vectis Capital LLC | | — | — |
| Pfs Signature Wealth LLC | Tampa, FL | — | — |
| Blockbridge Investments LLC | Minneapolis, MN | — | — |
| Castle Securities, LLC | Mooresville, NC | — | — |
| Roi Financial Planning, LLC | Clarksville, TN | — | — |
| Fil Investments (japan) Limited | Tokyo | — | — |
| Retirement Researcher, LLC | Tysons, VA | — | — |
| Manson-Hing, Robin Anthony | Toronto, Ontario | — | — |
| 15706939 Canada Inc. | Montreal, Quebec | — | — |
| Step Advisers, LLC | Palo Alto, CA | — | — |
| Thoughtful Money LLC | Reno, NV | — | — |
| Cedargold Consulting Inc. | | — | — |
| Truedge Asset Management LLC | Indianapolis, IN | — | 1 |
| Nectarine Financial, Inc. | San Diego, CA | — | — |
| International Assets Advisory, LLC | Orlando, FL | — | — |
| Highland Capital Advisors, LLC | Issaquah, WA | — | — |
| Viking Harbour Investment Solutions Limited | Cork | — | — |
| Client-Centered Cross-Border Financial Planning Ltd. | Khlong Tan, Khlong Toei, Bangkok | — | — |
| Addigence Corporation | New York, NY | — | — |
| Bernstein Institutional Services LLC | New York, NY | — | — |
| Higginbotham Retirement Advisors, Inc. | Houston, TX | — | — |
| Herbein Financial Group, LLC | Allentown, PA | — | — |
| Wealthramp, Inc. | | — | — |
| Timothy Financial Counsel, Inc. | Wheaton, IL | — | — |
| Aptus Financial LLC | | — | — |
| Eden Financial Technologies Incorporated | Santa Clara, CA | — | — |
| Saa Advisors, Inc. | Bellevue, WA | — | — |
| Pruco Securities, LLC | Newark, NJ | — | — |
| Fiducioso Advisors, Inc | Liberty Corner, NJ | — | — |
| Financehq LLC | New York, NY | — | — |