| B58 | BEDMINSTER L.L.C. CRD 118794 | SC | $199.0M | 3 | Charles Schwab→ |
| B58 | CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | OH | $199.5M | 2 | Fidelity→ |
| B58 | INFINITY WEALTH COUNSEL, LLC CRD 171959 | OH | $151.9M | 2 | Charles Schwab→ |
| B58 | SIGNATURE EQUITY PARTNERS, LLC CRD 327455 | OH | $330.6M | 31 | Charles Schwab→ |
| B57 | DEMMING FINANCIAL SERVICES CORP. CRD 120106 | OH | $675.7M | 5 | Charles Schwab→ |
| B57 | KEIDAN FINANCIAL CONSULTANTS LLC CRD 108093 | OH | $574.9M | 2 | Pershing→ |
| B57 | FIRST MASON FINANCIAL, LLC CRD 145025 | OH | $185.7M | 1 | 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 | WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | SC | $178.3M | 3 | Interactive Brokers→ |
| B56 | PRIMETRUST ADVISORS LLC CRD 141625 | SC | $421.6M | 2 | E*Trade→ |
| 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 | JFA ADVISORS, LLC CRD 144039 | SC | $175.0M | 1 | —→ |
| B55 | NOVUS ADVISORS, LLC CRD 157908 | SC | $91.3M | 3 | Charles Schwab→ |
| B55 | T.T.G. FINANCIAL, INC. CRD 129004 | OH | $194.0M | 8 | Charles Schwab→ |
| B55 | IVY EVERGREEN, LLC CRD 324430 | SC | $155.0M | — | E*Trade→ |
| 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→ |
| B54 | NORRIS FINANCIAL GROUP, LLC CRD 129422 | SC | $353.0M | 3 | Pershing→ |
| B54 | ANDERSON GRIGGS & COMPANY, INC. CRD 110313 | SC | $133.6M | 3 | Charles Schwab→ |
| B54 | NVEST WEALTH STRATEGIES, INC. CRD 139758 | OH | $236.7M | 3 | Charles Schwab→ |
| B54 | OAK ASSOCIATES LTD CRD 108874 | OH | $1.78B | 3 | Charles Schwab→ |
| 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→ |
| B52 | DIVIDEND ASSETS CAPITAL, LLC CRD 129973 | SC | $540.8M | 7 | Charles Schwab→ |
| B52 | STOKES CAPITAL ADVISORS, LLC CRD 281278 | SC | $499.4M | 1 | Charles Schwab→ |
| B52 | WALLICK INVESTMENTS, LLC CRD 162976 | SC | $126.5M | 3 | Charles Schwab→ |
| B52 | FC WEALTH SOLUTIONS LLC CRD 286381 | OH | $101.0M | 4 | Fidelity→ |
| B52 | KINWELL LLC CRD 290449 | SC | $214.7M | 2 | Charles Schwab→ |
| 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 | 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→ |
| 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→ |
| B50 | CINTRIFUSE FUND MANAGEMENT, LLC CRD 166973 | OH | $180.1M | — | E*Trade→ |
| B50 | SQN VENTURE PARTNERS, LLC CRD 301483 | SC | $137.3M | — | E*Trade→ |