| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | 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 |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Kate Chilson | MG Financial | Braintree | 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 |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |