| B61 | HARDY & HARDY CO LLC CRD 145088 | OH | $269.4M | 2 | LPL Financial→ |
| B53 | VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | OH | $165.7M | 2 | LPL Financial→ |
| B51 | WEIS ADVISORY, LLC CRD 217517 | IA | $225.6M | 4 | LPL Financial→ |
| B51 | HFG ADVISORS, INC. CRD 282027 | OH | $426.7M | 5 | LPL Financial→ |
| C49 | SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | OH | $428.7M | 7 | LPL Financial→ |
| C48 | KINETIC WEALTH INVESTMENT ADVISORS, LLC CRD 311536 | OH | $214.5M | 3 | LPL Financial→ |
| C46 | CAPITALWORKS, LLC CRD 160408 | OH | $283.9M | — | Folio Institutional→ |
| C42 | PLANNED FINANCIAL SERVICES, LLC CRD 112879 | OH | $472.5M | 4 | LPL Financial→ |
| C38 | REDWOOD FINANCIAL NETWORK CORP. CRD 157834 | OH | $262.8M | 8 | LPL Financial→ |
| C38 | LSB CAPITAL MANAGEMENT, INC. CRD 310466 | IA | $228.8M | 6 | LPL Financial→ |
| C37 | RETIRERIGHT, LLC CRD 300925 | IA | $561.1M | 5 | LPL Financial→ |
| C34 | COMPASS FINANCIAL SERVICES, INC. CRD 109441 | IA | $407.4M | 7 | LPL Financial→ |
| C32 | EUKLES ASSET MANAGEMENT, LLC CRD 156649 | OH | $341.1M | 4 | LPL Financial→ |
| C24 | EDGEWATER CAPITAL MANAGEMENT, LLC CRD 162735 | OH | $466.8M | — | Folio Institutional→ |
| C22 | ROCKBRIDGE CAPITAL, LLC CRD 161078 | OH | $5.01B | — | Folio Institutional→ |
| C15 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | IA | $256.0M | 5 | LPL Financial→ |
