| Robert Kuberski | Newsquare Capital | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| Robert Pulit | Valley Brook Capital Group | Venetia | Not listed | Percentage of assets, Hourly |
| Thomas Reading | Courier Capital | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Timothy Chisholm | Newsquare Capital | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| Triinu Barclay | Continuum Advisory | Philadelphia | Not listed | Percentage of assets, Hourly |
| Tyler Pugliese | Newsquare Capital | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| William Karrash | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| William Tatlonghari | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Yongjun Li | Kailasa Capital Management | Pittsburgh | Not listed | Percentage of assets, Performance-based fees |