| Jack Keleshian | n/a | WESTWOOD, MA | Westwood, MA | 8 | 33 | 3 | yes |
| STEVEN ERIC BERTOLO | Certified Financial Planner | PITTSBURGH, PA | TARRYTOWN, NY | SYRACUSE, NY | 7 | 26 | 6 | yes |
| JAMES ARVID MARKS | Certified Financial Planner | PITTSBURGH, PA | SYRACUSE, NY | Pittsburgh, PA | TARRYTOWN, NY | 7 | 20 | 3 | yes |
| JEFFREY KENNEY HANNA | Certified Financial Planner|Chartered Financial Analyst | PROVIDENCE, RI | TARRYTOWN, NY | SYRACUSE, NY | 7 | 11 | 1 | yes |
| PAUL L. HAGEN | n/a | MARLTON, NJ | TARRYTOWN, NY | SYRACUSE, NY | 7 | 15 | 2 | yes |
| KAREN LYNN JOHNSTON | n/a | SYRACUSE, NY | Westwood, MA | TARRYTOWN, NY | WESTWOOD, MA | 7 | 23 | 4 | yes |
| Lester Satlow | Certified Financial Planner|Chartered Financial Analyst | MEDFORD, MA | TARRYTOWN, NY | SYRACUSE, NY | BOSTON, MA | 6 | 22 | 4 | yes |
| WILLIAM JOSEPH FORD | n/a | PROVIDENCE, RI | Naples, FL | 6 | 21 | 1 | yes |
| Christopher M. Falzone | n/a | PROVIDENCE, RI | SYRACUSE, NY | 6 | 10 | 1 | yes |
| TOBIAS M TOLINO | n/a | TARRYTOWN, NY | 6 | 13 | 1 | no |
| Matthew J Smith | Chartered Financial Analyst | SYRACUSE, NY | BOSTON, MA | TARRYTOWN, NY | 5 | 19 | n/a | yes |
| DOUGLAS SCOTT MOXHAM | Certified Financial Planner | SYRACUSE, NY | Marlton, NJ | MARLTON, NJ | TARRYTOWN, NY | 5 | 25 | 2 | yes |
| Robert A Varriano | Certified Financial Planner | TARRYTOWN, NY | 5 | 36 | 1 | no |
| Paul Arbeit | Certified Financial Planner | TARRYTOWN, NY | SYRACUSE, NY | 5 | 27 | n/a | yes |
| BRIAN FURLEITER | Certified Financial Planner | TARRYTOWN, NY | 5 | 11 | 1 | no |
| GEORGE PHILIP GIPP | Certified Financial Planner|Chartered Financial Analyst | TARRYTOWN, NY | 5 | 29 | 1 | no |
| DANIEL GRIJALVA | Certified Financial Planner | SYRACUSE, NY | TARRYTOWN, NY | 5 | 23 | n/a | yes |
| Michael Brennan | Certified Financial Planner|Chartered Financial Consultant | SYRACUSE, NY | TARRYTOWN, NY | 5 | 22 | n/a | yes |
| NICHOLAS RALPH PIRROTTA | Certified Financial Planner | TARRYTOWN, NY | Woburn, MA | 5 | 21 | n/a | no |
| GIANNI DIFROSCIA | Certified Financial Planner | SYRACUSE, NY | TARRYTOWN, NY | 5 | 14 | n/a | yes |
| MICHAEL D HANS | Chartered Financial Analyst | TARRYTOWN, NY | WESTWOOD, MA | 5 | 17 | 2 | no |
| MATTHEW RUFFALO | Certified Financial Planner|Chartered Financial Analyst | TARRYTOWN, NY | 5 | 17 | 2 | no |
| COREY ADAM BOUCHER | Chartered Financial Analyst | SYRACUSE, NY | MANCHESTER, NH | TARRYTOWN, NY | 4 | 12 | n/a | yes |
| JUSTIN M BINION | n/a | SYRACUSE, NY | Pittsburgh, PA | TARRYTOWN, NY | 4 | 13 | 5 | yes |
| NICHOLAS Henry BANKS | n/a | TARRYTOWN, NY | RYE, NY | Stamford, CT | SYRACUSE, NY | GREENWICH, CT | STAMFORD, CT | 4 | 29 | 2 | yes |