| Nicholas Cerbone | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Pamela Diamond | Creative Wealth Builders | West Hempstead | PFS | Percentage of assets, Hourly |
| Ravinath Aekambaram | RA Advisory | New York | CFA | Percentage of assets, Fixed fees |
| Richard Bregman | MJB Asset Management | New York | CFA | Percentage of assets, Hourly |
| Ronald Mayfield | HV Capital Management | Montgomery | CFA | Percentage of assets, Subscription |
| Ryan Coppola | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Ryan Davis | Next Capital Management | New York | CFA | Percentage of assets, Hourly |
| Ryan McLaughlin | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Sang Wong | Mercury Financial Advisors | Albany | CFA | Fixed fees |
| Scott Mills | Fortitude Advisory Group | New York | CFA | Percentage of assets, Hourly |
| Scott Zuckerman | Manhattan Wealth Management Group | Melville | ChFC | Percentage of assets, Fixed fees |
| Stephan Weinberger | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Stephen Leit | Shufro, Rose & | New York | CFA | Percentage of assets, Fixed fees |
| Steven Roukis | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Thomas Faranda | Hudson View Advisors | Croton-On-Hudson | ChFC | Percentage of assets, Hourly |
| Vincent Crane | Flower City Capital | Pittsford | CFA | Percentage of assets, Fixed fees |
| William Klein | Baldwin Wealth Partners | Greenvale | CFA | Percentage of assets, Fixed fees |
| Aaron Belletsky | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Abel Oonnoonny | Eagle's Crest Advisors | Huntington | Not listed | Percentage of assets, Hourly |
| Abigail Laufer | WJ Financial Advisors | New York | Not listed | Percentage of assets, Hourly |
| Abigail Rafferty | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Adrian Kierans | Cloverhill Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Adrienne Knapp | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Alejandro Aleman | Volumetric Advisers | Pearl River | Not listed | Percentage of assets, Fixed fees |
| Alex Pidhorodeckyj | Samalin Wealth | Peekskill | Not listed | Percentage of assets, Hourly |
| Alfonso Vigliotti | Us Wealth Management Advisors | New York | Not listed | Percentage of assets, Hourly |
| Amit Bose | Wealthnest Capital | Staten Island | Not listed | Percentage of assets, Fixed fees |
| Amy Sun | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Andre Jean-Pierre | Aces Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Andrew Hart | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Anthony Logrippo | IHS Wealth Management | Oyster Bay | Not listed | Percentage of assets, Hourly |
| Anthony Perrone | Pelkonen and Associates | Melville | Not listed | Percentage of assets, Fixed fees |
| Anthony Torchia | Lone Wolf Trading | Briarcliff Manor | Not listed | Percentage of assets, Fixed fees |
| Barry Gladstein | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Braden Semlitsch | Capital Insights Group of WNY, LLC. | Buffalo | Not listed | Percentage of assets, Hourly |
| Brett Horowitz | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Brian Cohen | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Brian Hegarty | Hegarty Advisors | Garden City | Not listed | Percentage of assets, Hourly |
| Bridget Horan | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Byron Stahl | Headland Capital | Clifton Park | Not listed | Percentage of assets, Hourly |
| Charlene Nelson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Charles Whitman | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Chase Cavanaugh | Beacon Wealth Consultants | Phoenix | Not listed | Percentage of assets, Hourly |
| Chris Heintz | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Christopher Ofsthun | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Christopher Tortoriello | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |
| Clare Stenstrom | Luesink Stenstrom Financial | New York | Not listed | Percentage of assets, Hourly |
| Collin Glover | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Connor Mushorn | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Cory Slovik | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |