| 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→ |
| A66 | WALTON FINANCIAL CRD 331634 | AL | $182.9M | 1 | E*Trade→ |
| A66 | BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | AL | $273.6M | 5 | E*Trade→ |
| B64 | NCP MANAGEMENT HOLDINGS, INC. CRD 160075 | AL | $232.6M | — | E*Trade→ |
| B64 | MENCH FINANCIAL INC CRD 106689 | OH | $130.6M | 3 | E*Trade→ |
| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| 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→ |
| B58 | BRIGHT INVESTMENTS, LLC CRD 269955 | AL | $151.5M | 4 | E*Trade→ |
| 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→ |
| B53 | VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | OH | $165.7M | 2 | LPL Financial→ |
| 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 | EMPEIRIA CAPITAL MANAGEMENT, LLC CRD 285463 | OH | $339.4M | — | E*Trade→ |
| B51 | HFG ADVISORS, INC. CRD 282027 | OH | $426.7M | 5 | LPL Financial→ |
| 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 | SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | OH | $428.7M | 7 | LPL Financial→ |
| C49 | TUDOR FINANCIAL, INC. CRD 121495 | OH | $256.3M | 9 | 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 | KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | OH | $214.5M | 3 | LPL Financial→ |
| 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 | MCKINNEY CAPITAL, LLC CRD 315545 | AL | $91.0M | — | 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→ |
| C43 | OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | AL | $846.3M | 21 | E*Trade→ |
| C42 | ABACUS INVESTMENTS LLC CRD 327805 | AL | $105.9M | — | E*Trade→ |
| C42 | PLANNED FINANCIAL SERVICES, LLC CRD 112879 | OH | $472.5M | 4 | LPL Financial→ |
| C42 | MATSON CAPITAL LLC CRD 335193 | OH | $0 | 2 | E*Trade→ |
| C42 | DBK FINANCIAL COUNSEL, LLC CRD 170688 | OH | $199.5M | 2 | E*Trade→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC CRD 328478 | OH | $112.8M | 8 | E*Trade→ |
| C40 | UNION STRATEGIC ADVISORS LLC CRD 340640 | OH | $0 | 3 | E*Trade→ |
| C40 | SHAFFER CAPITAL ADVISERS, LLC CRD 150106 | OH | $211.1M | 4 | E*Trade→ |
| C40 | MCDONALD FINANCIAL SERVICES, LLC CRD 282899 | AL | $443.5M | 8 | LPL Financial→ |
