| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B52 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | OR | $808.9M | — | 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 | 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→ |
| 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→ |
| C34 | JENSEN INVESTMENT MANAGEMENT INC CRD 105281 | OR | $6.48B | 5 | Pershing→ |
| C30 | WESBANCO SECURITIES, INC. CRD 43276 | OH | $285.9M | 50 | Pershing→ |
| C28 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 128097 | OR | $266.1M | 7 | Pershing→ |
| C27 | VALMARK ADVISERS INC CRD 108050 | OH | $10.17B | 50 | Pershing→ |
| C25 | GATEWAY WEALTH, INC. CRD 106022 | OH | — | 1 | Pershing→ |
| C20 | KEY INVESTMENT SERVICES LLC CRD 136300 | OH | $8.88B | 50 | Pershing→ |
| C19 | NCA FINANCIAL PLANNERS CRD 120086 | OH | — | — | Pershing→ |
