| Melissa Mineau | HV Capital Management | Montgomery | Not listed | Percentage of assets, Subscription |
| Michael Antonacci | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Michael Brace | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Michael Dymant | The Eastrade Asset Management | Briarcliff Manor | Not listed | Percentage of assets, Hourly |
| Michael Glowny | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Michael Mustico | The Mustico Financial Group | Elmira | Not listed | Percentage of assets, Hourly |
| Michael Panella | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| Michael Reisin | Integrated Wealth Management Solutions | Port Chester | Not listed | Percentage of assets, Hourly |
| Michael Voltz | Voltz Asset Management | Bay Shore | Not listed | Hourly, Fixed fees |
| Michele Martin | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Miles Sharpe | Fawley Wealth International | Pittsford | Not listed | Percentage of assets |
| Nathaniel King | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Neal Heslor | Clark Asset Management | Ontario | Not listed | Fixed fees |
| Nicholas Coluzzi | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Nicholas Mancini | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Nicholas Schultz | NYE Street Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Nicholas Short | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| Olabode Aladenika | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| Palak Forbes | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Patricia Walton | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Paul Plesser | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Paula Oliveras | ADC Wealth Management | Massapequa | Not listed | Percentage of assets, Fixed fees |
| Peter Bunitsky | J.w.burns & Company | Dewitt | Not listed | Percentage of assets |
| Philip Baran | Sage Rhino Capital | Rhinebeck | Not listed | Percentage of assets, Hourly |
| Philip Frank | Insight Asset Management | New York | Not listed | Percentage of assets |
| Rachel Ryan | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Raymond Martin | Crescent Hill Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Rebecca Westervelt | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Renee' Hasenoehrl | Northcape Wealth Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Ross Levin | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Russell Bailyn | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Ryan Carney | Winthrop Partners - WNY | Orchard | Not listed | Percentage of assets, Hourly |
| Ryan Hanlon | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Salvatore Licata | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Sean Chaitman | Shelter Rock Management | Jericho | Not listed | Percentage of assets |
| Stephen Czechowski | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Stephen Fassel | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Stephen Fitch | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Stephen Lulla | Maidstone Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Stephen Ruvituso | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| Steven Glass | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Steven Sanders | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Stuart Lempert | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Sunil Handa | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Tatiana Tsoir | Innovative Private Wealth Management | Mount Kisco | Not listed | Percentage of assets, Hourly |
| Teresa Armel | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Tessa Shore | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Thomas Saunders | Winthrop Partners - WNY | Orchard | Not listed | Percentage of assets, Hourly |
| Thomas Treadwell | Brennan Capital Management | Amagansett | Not listed | Percentage of assets, Hourly |
| Timothy Feeney | Bridgewater Advisors | New York | Not listed | Percentage of assets |