| CHRISTOPHER PETER PROVO | n/a | Chattanooga, TN | SHREWSBURY, MA | WALPOLE, MA | 11 | 33 | 3 | yes |
| GERALD RAPHAEL DUFAULT | Certified Financial Planner | WALPOLE, MA | Worcester, MA | 11 | 41 | 2 | yes |
| DAVID MICHAEL ODONNELL | n/a | FERNANDINA BEACH, FL | WALPOLE, MA | 11 | 38 | 3 | yes |
| JOFFREY ADAM SMITH | Certified Financial Planner|Chartered Financial Consultant | Worcester, MA | WALPOLE, MA | 11 | 23 | 1 | no |
| DAVID SCOTT MCLAREN | n/a | WALPOLE, MA | SHREWSBURY, MA | 11 | 21 | n/a | no |
| THOMAS OLIVER BARNES | n/a | BRISTOL, CT | WALPOLE, MA | 10 | 26 | 2 | yes |
| Sean Frederick Moynihan | n/a | Norfolk, MA | WALPOLE, MA | 8 | 26 | n/a | no |
| JILL AARON BRANDON | Chartered Financial Consultant | WALPOLE, MA | Bristol, CT | 7 | 32 | 2 | yes |
| SETH MICHAEL NEBEN | n/a | Lincoln, NE | WALPOLE, MA | OMAHA, NE | 7 | 13 | n/a | no |
| MICHAEL PAUL GALLI | n/a | WALPOLE, MA | 7 | 27 | 2 | no |
| KYLE PAUL BATEMAN | Certified Financial Planner | Shrewsbury, MA | WALPOLE, MA | 7 | 11 | n/a | no |
| KEVIN BRUEN MCGRATH | n/a | Westborough, MA | WALPOLE, MA | 6 | 44 | 1 | yes |
| ALYSON CLARIE BASSO | Certified Financial Planner|Chartered Financial Consultant | Middleton, MA | Windham, NH | Ipswich, MA | Gloucester, MA | WALPOLE, MA | 6 | 21 | 2 | no |
| ADAM KEITH SEIFERT | n/a | WALPOLE, MA | WEST HARTFORD, CT | 6 | 13 | n/a | yes |
| ELLIS NEILSON PFAHL | Certified Financial Planner | Westborough, MA | WALPOLE, MA | 6 | 12 | n/a | yes |
| Jon J Loranger | n/a | WALPOLE, MA | 4 | 21 | n/a | yes |
| MICHAEL E PATTERSON | n/a | WALPOLE, MA | Hyannis, MA | 4 | 17 | n/a | no |
| Theodore Provo | n/a | Shrewsbury, MA | WALPOLE, MA | 4 | 13 | n/a | no |
| RACHEL ELINOR LAUBER | Certified Financial Planner | Albany, NY | Clifton Park, NY | WALPOLE, MA | Salem, NY | 3 | 13 | 2 | yes |
| MICHAEL DAVID NEBEN | n/a | OMAHA, NE | WALPOLE, MA | Lincoln, NE | 3 | 32 | n/a | no |
| Harold C. Heintz | Certified Financial Planner | Albany, NY | WALPOLE, MA | Salem, NY | CLIFTON PARK, NY | 3 | 14 | n/a | yes |
| Myles Richard Anderson | n/a | Omaha, NE | Lincoln, NE | WALPOLE, MA | 2 | 13 | n/a | no |
| Jason Daniel Mahoney | n/a | Middleton, MA | Ipswich, MA | Gloucester, MA | 2 | 12 | n/a | no |
| Kevin McGohan | n/a | WALPOLE, MA | The Colony, TX | 1 | 11 | n/a | no |
| REBECCA ROSE FROHLICH | Certified Financial Planner | Omaha, NE | Lincoln, NE | WALPOLE, MA | 1 | 21 | 4 | no |