| A74 | GARLIKOV ADVISORS INC CRD 112352 | OH | $207.6M | 3 | E*Trade→ |
| A74 | RABE INVESTMENT CONSULTING GROUP CRD 316029 | OH | $129.9M | 2 | E*Trade→ |
| A72 | JRP CAPITAL CORP CRD 106285 | OH | $108.5M | — | E*Trade→ |
| A67 | ATLANTIS WEALTH ADVISORS LLC CRD 169956 | OH | $150.2M | 4 | E*Trade→ |
| B64 | MENCH FINANCIAL INC CRD 106689 | OH | $130.6M | 3 | E*Trade→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B59 | SEVEN HILLS CAPITAL ADVISORS, LLC CRD 175280 | OH | $130.0M | 1 | E*Trade→ |
| B59 | CAMELOT PORTFOLIOS, LLC CRD 145918 | OH | $272.2M | 3 | E*Trade→ |
| B58 | MCDONALD PARTNERS LLC CRD 135414 | OH | $1.28B | 29 | E*Trade→ |
| B58 | WINSLOW ASSET MANAGEMENT INC CRD 106337 | OH | $626.7M | 1 | E*Trade→ |
| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B57 | RETIREMENT PLANS, INC. CRD 286214 | OH | $224.9M | 1 | E*Trade→ |
| B56 | MIAMI VALLEY PORTFOLIO MANAGEMENT INC CRD 106389 | OH | $218.6M | 4 | E*Trade→ |
| B55 | FUTURE FINANCES INC CRD 105190 | OH | $304.6M | 2 | E*Trade→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |
| B52 | HURLEY FINANCIAL GROUP, INC. CRD 108983 | OR | $406.5M | 15 | E*Trade→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | Pershing→ |
| B52 | VIKING PARTNERS ADVISORS, LLC CRD 321989 | OH | $375.0M | — | E*Trade→ |
| B52 | COMPASS FINANCIAL GROUP, INC. CRD 130867 | OH | $148.8M | 2 | E*Trade→ |
| B51 | ARDENT CAPITAL MANAGEMENT, INC. CRD 108264 | OH | $327.0M | 2 | E*Trade→ |
| B51 | FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | OH | $714.2M | 19 | Pershing→ |
| B51 | EMPEIRIA CAPITAL MANAGEMENT, LLC CRD 285463 | OH | $339.4M | — | E*Trade→ |
| B50 | CINTRIFUSE FUND MANAGEMENT, LLC CRD 166973 | OH | $180.1M | — | E*Trade→ |
| C50 | TACTICAL FUND ADVISORS, LLC CRD 298049 | OH | $169.8M | 1 | E*Trade→ |
| C49 | HENDLEY & CO INC CRD 110465 | OH | $445.0M | 2 | Pershing→ |
| C49 | TUDOR FINANCIAL, INC. CRD 121495 | OH | $256.3M | 9 | E*Trade→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C49 | MEYER CAPITAL MANAGEMENT LLC. CRD 106904 | OH | $190.8M | 2 | E*Trade→ |
| C49 | MUNN WEALTH MANAGEMENT, LLC CRD 174414 | OH | $242.3M | 6 | E*Trade→ |
| C48 | CLUTTERBUCK CAPITAL MANAGEMENT LLC CRD 140082 | OH | $233.4M | — | Pershing→ |
| C48 | WAGNER FINANCIAL, LLC CRD 318448 | OR | $144.7M | 1 | Pershing→ |
| C47 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC CRD 316955 | OH | $233.7M | 3 | Pershing→ |
| C47 | SORTIS FUND MANAGER, LLC CRD 315584 | OR | $202.0M | — | E*Trade→ |
| C46 | WEALTH ADVISORS, LLC CRD 135875 | OH | $202.0M | 3 | E*Trade→ |
| C46 | STRUCTURED WEALTH MANAGEMENT, INC. CRD 146611 | OH | $226.9M | 6 | E*Trade→ |
| C46 | BULLSEYE INVESTMENT MANAGEMENT, LLC CRD 145158 | OH | $226.0M | 4 | E*Trade→ |
| C46 | GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | OR | $875.0M | — | E*Trade→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C45 | OT FINANCIAL, LLC CRD 170738 | OH | $169.8M | 1 | E*Trade→ |
| C45 | CLEVELAND CAPITAL MANAGEMENT, L.L.C. CRD 341686 | OH | $0 | — | E*Trade→ |
| C44 | FILLMORE CAPITAL PARTNERS, LLC CRD 139256 | OH | $247.1M | — | E*Trade→ |
| C44 | SCHULHOFF & CO INC CRD 105264 | OH | $286.3M | 3 | E*Trade→ |
| C43 | ADVANCED ASSET MANAGEMENT ADVISORS, INC. CRD 119859 | OH | $651.3M | 5 | E*Trade→ |
| C43 | SAAS CAPITAL, LLC CRD 298213 | OH | $244.9M | — | E*Trade→ |
| C42 | MATSON CAPITAL LLC CRD 335193 | OH | $0 | 2 | E*Trade→ |
| C42 | DBK FINANCIAL COUNSEL, LLC CRD 170688 | OH | $199.5M | 2 | E*Trade→ |
| C42 | ACM MANAGEMENT COMPANY, LLC CRD 283037 | OR | $650.1M | — | E*Trade→ |
| C41 | JAMES REED FINANCIAL SERVICES, INC. CRD 112179 | OH | $388.6M | 4 | Pershing→ |
| C41 | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC CRD 328478 | OH | $112.8M | 8 | E*Trade→ |
| C41 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC CRD 138433 | OR | $284.9M | 3 | E*Trade→ |
