| B57 | FIRST MASON FINANCIAL, LLC CRD 145025 | OH | $185.7M | 1 | Charles Schwab→ |
| B57 | SPRINGWATER WEALTH MANAGEMENT, LLC CRD 167539 | OR | $203.9M | 2 | Charles Schwab→ |
| B57 | FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC CRD 291484 | OH | $193.4M | 2 | Charles Schwab→ |
| B57 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP CRD 159811 | OH | $299.1M | 2 | Raymond James→ |
| B57 | RETIREMENT PLANS, INC. CRD 286214 | OH | $224.9M | 1 | E*Trade→ |
| B57 | ALCYON WEALTH ADVISORS, LLC CRD 334909 | OH | $356.5M | 3 | Fidelity→ |
| B56 | CAPSTONE WEALTH ADVISORS, LLC CRD 287670 | OR | $102.4M | 2 | Charles Schwab→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B56 | MIAMI VALLEY PORTFOLIO MANAGEMENT INC CRD 106389 | OH | $218.6M | 4 | E*Trade→ |
| B55 | VANWEELDEN WEALTH MANAGEMENT, LLC CRD 290308 | OH | $136.5M | 3 | Charles Schwab→ |
| 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→ |
| B55 | FAIRCHILD CAPITAL LLC CRD 298428 | OR | $102.8M | 1 | —→ |
| B55 | T.T.G. FINANCIAL, INC. CRD 129004 | OH | $194.0M | 8 | Charles Schwab→ |
| B55 | GRANGE CAPITAL, LLC CRD 131699 | OR | $217.2M | 4 | Charles Schwab→ |
| B55 | WARTHER PRIVATE WEALTH, LLC CRD 125145 | OH | $371.3M | 2 | Charles Schwab→ |
| B55 | M.K. BROWN WEALTH ADVISORY, LLC CRD 121269 | OH | $165.5M | 1 | Raymond James→ |
| B55 | PACIFIC COAST INVESTMENT ADVISORS, LLC CRD 137963 | OR | $122.2M | 1 | Charles Schwab→ |
| B54 | NVEST WEALTH STRATEGIES, INC. CRD 139758 | OH | $236.7M | 3 | Charles Schwab→ |
| B54 | TENBRIDGE PARTNERS LLC CRD 159378 | OR | $110.0M | 4 | Charles Schwab→ |
| B54 | CAPITOL FAMILY OFFICE, INC. CRD 312005 | OR | $136.1M | 2 | Charles Schwab→ |
| B54 | TRADEWINDS ASSET MANAGEMENT, LLC CRD 323879 | OR | $135.1M | 3 | Charles Schwab→ |
| B54 | SAMARA INVESTMENT MANAGEMENT, LLC CRD 336178 | OR | $123.0M | 2 | Charles Schwab→ |
| B54 | OAK ASSOCIATES LTD CRD 108874 | OH | $1.78B | 3 | Charles Schwab→ |
| B53 | DEFINED WEALTH MANAGEMENT, LLC CRD 306779 | OR | $254.0M | 3 | Fidelity→ |
| B53 | THE PRIVATE INVESTMENT GROUP, INC. CRD 128876 | OH | $179.3M | 2 | Charles Schwab→ |
| B53 | VISION FINANCIAL MANAGEMENT, LLC CRD 170003 | OH | $165.7M | 2 | LPL Financial→ |
| B53 | OELSCHLAGER INVESTMENTS LLC CRD 306035 | OH | $93.3M | 1 | Charles Schwab→ |
| B53 | GRAVER CAPITAL MANAGEMENT, LLC CRD 312515 | OH | $153.5M | 2 | Charles Schwab→ |
| B53 | HDA WEALTH MANAGEMENT, LLC CRD 317346 | OH | $159.1M | 2 | Charles Schwab→ |
| B53 | ROOTED FINANCIAL GROUP, LLC CRD 335302 | OR | $108.7M | 2 | Charles Schwab→ |
| 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 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | OR | $235.4M | 3 | Charles Schwab→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| 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→ |
| B52 | CREW CAPITAL MANAGEMENT, LTD. CRD 125402 | OH | $235.4M | 7 | Charles Schwab→ |
| B52 | WORTHINGTON FINANCIAL PARTNERS LLC CRD 312951 | OH | $153.7M | 3 | Charles Schwab→ |
| B51 | AUXIER ASSET MANAGEMENT LLC CRD 107980 | OR | $946.1M | 6 | Charles Schwab→ |
| B51 | ARDENT CAPITAL MANAGEMENT, INC. CRD 108264 | OH | $327.0M | 2 | E*Trade→ |
| B51 | PREISZ ASSOCIATES, INC. CRD 144469 | OR | $701.7M | 9 | LPL Financial→ |
| B51 | FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | OH | $714.2M | 19 | Pershing→ |
| B51 | EMPEIRIA CAPITAL MANAGEMENT, LLC CRD 285463 | OH | $339.4M | — | E*Trade→ |
| B51 | CWC ADVISORS, LLC CRD 127739 | OR | $445.3M | 5 | Charles Schwab→ |
| B51 | FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | OH | $396.2M | 3 | Fidelity→ |
| B51 | HFG ADVISORS, INC. CRD 282027 | OH | $426.7M | 5 | LPL Financial→ |
| B51 | BEACON ASSOCIATES WEALTH MANAGEMENT, LLC CRD 318651 | OH | $101.1M | 3 | —→ |
| B51 | GATEPASS CAPITAL, LLC CRD 329404 | OH | $299.1M | 3 | Charles Schwab→ |
| B50 | DEAN INVESTMENT ASSOCIATES, LLC CRD 104635 | OH | $909.3M | 3 | Charles Schwab→ |
