| Emily Liao | Plum Street Advisors | Newton | Not listed | Percentage of assets |
| Gary Sherr | Carl P. Sherr & | Worcester | Not listed | Percentage of assets, Hourly |
| Gita Rao | East Horizon Investments | Cambridge | Not listed | Percentage of assets, Hourly |
| Gregory Doherty | Gregory M Doherty, CPA | Dedham | Not listed | Percentage of assets, Hourly |
| Gregory Racki | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Hao Jiang | East River Capital Management | Pittsfield | Not listed | Percentage of assets, Hourly |
| Harold Simansky | Simansky Investments | Brookline | Not listed | Percentage of assets, Hourly |
| Henry Tiedemann | Tiedemann & Associates Investment Advisors | Weston | Not listed | Percentage of assets, Hourly |
| James Anthony | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Jennifer Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Ollquist | Exchange Place Advisors | Canton | Not listed | Percentage of assets, Hourly |
| John Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Yanchek | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Jonathan Asher | Exemplar Wealth Partners | Hingham | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wakely | Wakely Investment Management | Boston | Not listed | Percentage of assets |
| Joshua Sedlecky | Single Point Partners | Boston | Not listed | Fixed fees |
| Kevin Donohue | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Lori Patterson | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Mark Barry | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Mark Everett | Diversified Financial Management | Norwell | Not listed | Percentage of assets, Hourly |
| Olga Okaty | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Pamela Varriale | Bounty Management | Boston | Not listed | Percentage of assets |
| Raymond Laporte | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Rene Jarquin | Single Point Partners | Boston | Not listed | Fixed fees |
| Rishi Tadi | Prakash Investment Advisors | Dorchester | Not listed | Percentage of assets, Hourly |
| Robert Hurley | Investor Resources | Boston | Not listed | Percentage of assets, Hourly |
| Robert Mascali | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Robert Norris | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Robert Phillips | 3edge Asset Management | Boston | Not listed | Percentage of assets |
| Robert Whelan | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Sara Thomson | Single Point Partners | Boston | Not listed | Fixed fees |
| Scott Hawley | 3D Advisor Group | Hopkinton | Not listed | Percentage of assets |
| Shawn Tesoro | Prentice Wealth Management | Westborough | Not listed | Percentage of assets, Hourly |
| Thomas Padovano | Exchange Place Advisors | Sudbury | Not listed | Percentage of assets, Hourly |
| Tucker Donahoe | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| ZiJia Fu | IRC Wealth | Boston | Not listed | Percentage of assets, Fixed fees |