| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| James Bode | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Kate Chilson | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Katherine Kiezulas | Sechrest & Bloom | Acton | Not listed | Fixed fees |
| Keith Whitt | Maritime Wealth Advisors | Hanover | Not listed | Percentage of assets, Hourly |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mary Gilligan | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Raymond Morris | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| Vincent Savio | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Caroline Hedges | Fairfield Financial Advisors | Wellesley | Not listed | Percentage of assets |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| John Lavasseur | Five Corners Financial Services | Easton | Not listed | Percentage of assets, Fixed fees |
| Kenneth Doerr | Auour Investments | Woburn | Not listed | Percentage of assets |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Mark Naylor | Auour Investments | Woburn | Not listed | Percentage of assets |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Robert Kuftinec | Auour Investments | Woburn | Not listed | Percentage of assets |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| James Moise | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Luke Pata | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Lynn Kelly | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Richard Feely | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Stimson | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |