| Clare Stenstrom | Luesink Stenstrom Financial | New York | Not listed | Percentage of assets, Hourly |
| Danielle Udland | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| David Palamar | Patriot Investment Management Group | New York | Not listed | Percentage of assets, Hourly |
| Debra Burnham | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Eduardo Schwartz | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Eric Maidenberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Francesca Lagrotteria | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Francesco D'Andrea | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Franco Allena | VIM Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Frazer Rice | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Garrett Naylor | Soundhaven Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Gordy Rogers | Target Rock Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Graham Mandl | Serenus Wealth Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Mallia | Fortitude Advisory Group | New York | Not listed | Percentage of assets, Hourly |
| Gregory Rickens | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Sanderson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Shufro | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Harvey Wacht | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Hui Yao Kelly Lin | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jacob Katz | Katz Family Financial Advisors | New York | Not listed | Percentage of assets |
| Jacqueline DiSanto | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Jakob Hawver | Macfarlane Investors | New York | Not listed | Percentage of assets, Fixed fees |
| James Diorio | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jay Bluestine | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kerman | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jennifer Brown | Summer Creek Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jenny Chung | Glenview Wealth | New York | Not listed | Hourly, Fixed fees |
| John Contant | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| John Davi | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| John Diaz | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Joseph Rossetti | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Juan Lebrija | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Kenneth Gutwillig | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Kevin Brooks | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Kimberly Ruscigno | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Leonard Meshberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Leonardo Cardoso | Brazen Capital | New York | Not listed | Percentage of assets, Subscription |
| Leslie Lewis | Multigenerational.black | New York | Not listed | Percentage of assets, Hourly |
| Louis Berger | Washington Square Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Margaret Bonner | Equita Financial Network | New York | Not listed | Percentage of assets, Hourly |
| Margaret Browning | MBB Advisory | New York | Not listed | Percentage of assets |
| Mark Guastaferri | Origin Wealth Advisers | New York | Not listed | Percentage of assets, Hourly |
| Matthew Unger | Focus Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Maxime Kasanda | Kasanda Capital | New York | Not listed | Percentage of assets, Hourly |
| Maxwell Levi | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Miranda Pietrangelo | Payne Capital Management | New York | 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 |
| Peter Shiftouri | Orion-Archstone Asset Management | New York | Not listed | Percentage of assets, Hourly |
| Philip Frank | Insight Asset Management | New York | Not listed | Percentage of assets |