| Philip Valeriano | National Wealth Management Group | Baldwinsville | Not listed | Percentage of assets, Hourly |
| Phillip Monthie | Monthie Wealth Advisors | Latham | Not listed | Percentage of assets, Hourly |
| Prem Hira | Investry | Scarsdale | Not listed | Percentage of assets, Hourly |
| Rachel Ryan | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Ravi Malhotra | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Renee' Hasenoehrl | Northcape Wealth Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Robert Bruderman | Bruderman Private Wealth | Locust Valley | Not listed | Percentage of assets, Hourly |
| Roberto Schwartz | Lifecapital Partners | New York | 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 |
| Russell Gilfix | Wind & Rose | Willsboro | Not listed | Percentage of assets, Hourly |
| Ryan Carney | Winthrop Partners - WNY | Orchard | Not listed | Percentage of assets, Hourly |
| Ryan Cole | Integrity Advisory Partners | New York | Not listed | Percentage of assets, Hourly |
| Ryan Payne | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Ryan Pine | Genesee Capital Advisors | Auburn | Not listed | Percentage of assets, Hourly |
| Scott Israel | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Seth Varnhagen | Fifth SET Private Wealth Management | Harrison | Not listed | Percentage of assets, Hourly |
| Sotirios Keros | Stkeros Financial Planning | New York | Not listed | Hourly, Fixed fees |
| Stephen Czechowski | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Stephen Lulla | Maidstone Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Stephen Ruvituso | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Taiwei Chang | Basalt Wealth | Woodside | Not listed | Percentage of assets, Hourly |
| Tamar Stubbs | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Tatiana Tsoir | Innovative Private Wealth Management | Mount Kisco | Not listed | Percentage of assets, Hourly |
| Temitope Omojola | Expected Value Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Teresa Armel | Next Capital Management | New York | 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 |
| 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 Sommer | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Tyler Arons | Arons Wealth Management | Montgomery | Not listed | Percentage of assets, Hourly |
| Ukamaka Onyekelu-Eze | Atwood Financial Planning | Richmond Hill | Not listed | Hourly, Fixed fees |
| Vincent Pappalardo | Stevens Capital Partners | Ronkonkoma | Not listed | Percentage of assets, Hourly |
| Vincent Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Vincenzo Ursino | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Vito Collacuro | Settanni Financial | Armonk | Not listed | Percentage of assets, Hourly |
| William Duckett | Koehler Asset Management | Babylon | Not listed | Percentage of assets, Hourly |
| William Koehler | Koehler Asset Management | Babylon | Not listed | Percentage of assets, Hourly |
| William Prendergast | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| William Scanlon | Latitude Advisors | Endwell | Not listed | Percentage of assets, Hourly |
| Ziad Wehbe | Balfour Capital Management | Rochester | Not listed | Percentage of assets, Hourly |