| A65 | BLUE GRANITE CAPITAL, LLC CRD 125607 | SC | $108.8M | 3 | Pershing→ |
| B64 | HANOVER ADVISORS, INC CRD 119655 | SC | $354.9M | 3 | Pershing→ |
| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B51 | FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | OH | $714.2M | 19 | Pershing→ |
| C49 | HENDLEY & CO INC CRD 110465 | OH | $445.0M | 2 | Pershing→ |
| C48 | RAMIAH INVESTMENT GROUP, INC. CRD 130919 | WI | $283.3M | 4 | Pershing→ |
| C48 | CLUTTERBUCK CAPITAL MANAGEMENT LLC CRD 140082 | OH | $233.4M | — | Pershing→ |
| C47 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC CRD 316955 | OH | $233.7M | 3 | Pershing→ |
| C41 | JAMES REED FINANCIAL SERVICES, INC. CRD 112179 | OH | $388.6M | 4 | Pershing→ |
| C38 | VANTAGE FINANCIAL GROUP, INC. CRD 105950 | OH | $866.9M | 21 | Pershing→ |
| C30 | WESBANCO SECURITIES, INC. CRD 43276 | OH | $285.9M | 50 | Pershing→ |
| C28 | LEVERTY FINANCIAL GROUP, LLC CRD 310258 | WI | $676.8M | 6 | Pershing→ |
| C27 | VALMARK ADVISERS INC CRD 108050 | OH | $10.17B | 50 | Pershing→ |
| C27 | CM WEALTH ADVISORS LLC CRD 119467 | OH | $3.60B | 5 | BNY Mellon→ |
| C25 | GATEWAY WEALTH, INC. CRD 106022 | OH | — | 1 | Pershing→ |
| C23 | ORGEL WEALTH MANAGEMENT, LLC CRD 168219 | WI | $9.55B | 30 | Pershing→ |
| C20 | KEY INVESTMENT SERVICES LLC CRD 136300 | OH | $8.88B | 50 | Pershing→ |
| C19 | NCA FINANCIAL PLANNERS CRD 120086 | OH | — | — | Pershing→ |
