| Kevin Brooks | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Lindzy Gasparella | Golden Bay Advisors | Chappaqua | Not listed | Percentage of assets, Fixed fees |
| Lon Birnholz | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Loriann Low | Forte Asset Management | Bedford | Not listed | Percentage of assets |
| Lutelles White | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Margaret Broomfield | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Mark Collard | Landmark Wealth Management | Getzville | Not listed | Percentage of assets |
| Mark Stern | Stone Ridge Advisors | Stone Ridge | Not listed | Percentage of assets, Fixed fees |
| Matthew Ranieri | IHS Wealth Management | Oyster Bay | Not listed | Percentage of assets, Hourly |
| Maxwell Levi | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Bruderman | Bruderman Private Wealth | Locust Valley | Not listed | Percentage of assets, Hourly |
| Rudolph Warren | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Russell Gilfix | Wind & Rose | Willsboro | Not listed | Percentage of assets, Hourly |
| Scott Israel | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Scott Strasser | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Shyamli Milam | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Simon Arrata | Traynor Capital Management | Brookville | Not listed | Percentage of assets |
| T. Jefferson Cunningham | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Tabor Butler | The Butler Group | New York | Not listed | Percentage of assets, Hourly |
| Tamar Stubbs | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Tarryn Rozen | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Temitope Omojola | Expected Value Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Theresa Bilello | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Thomas Cunningham | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Timothy Low | Forte Asset Management | Bedford | Not listed | Percentage of assets |
| Timothy Sommer | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Vincent Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |