| Kleinfelder Capital, Inc. | Cincinnati | $376.6M | — |
| Viking Partners Advisors, LLC | Cincinnati | $375M | 9 |
| Union Strategic Advisors LLC | Blue Ash | $371.6M | — |
| Warther Private Wealth, LLC | Akron | $371.3M | — |
| Rebel Financial, LLC. | Groveport | $370.5M | — |
| Ruggaard & Associates, LLC | Hudson | $368.6M | — |
| Royal Oak Financial Group | Worthington | $366M | — |
| Croak Asset Management, LLC | Toledo | $363.9M | — |
| Leclair Wealth Partners LLC | Dublin | $363M | — |
| Presper Financial Architects, LLC | Akron | $362.6M | — |
| Jessup Wealth Management, Inc. | Dayton | $360.2M | — |
| Alcyon Wealth Advisors, LLC | Youngstown | $356.5M | — |
| Fourth Dimension Wealth, LLC | Middleburg Heights | $356.4M | — |
| Egi Financial, Inc. | Akron | $348.7M | — |
| Hicks Capital Management, LLC | Columbus | $344.7M | — |
| Kellett Wealth Advisors, LLC | Cincinnati | $344M | — |
| Coordinated Financial Planning Corp | Cincinnati | $343.2M | — |
| Eukles Asset Management, LLC | Cincinnati | $341.1M | — |
| Empeiria Capital Management, LLC | Cincinnati | $339.4M | 7 |
| Elios Financial Group, Inc. | Westlake | $331.5M | — |
| Cambridge Financial Group, Inc. | Columbus | $331.3M | — |
| Signature Equity Partners, LLC | Columbus | $330.6M | — |
| Artifex Financial Group, LLC | Oakwood | $328.7M | — |
| Ardent Capital Management, Inc. | Cincinnati | $327M | — |
| Brown Financial Advisors, LLC | Milford | $323.3M | — |
| Kapstone Financial Advisors LLC | Lebanon | $322.3M | — |
| Swisher Financial Concepts, Inc. | Westerville | $317M | — |
| Horter Investment Management, LLC | Cincinnati | $314.5M | — |
| Generations Wealth, LLC | Cincinnati | $307.8M | — |
| Future Finances Inc | Columbus | $304.6M | — |
| Sims Investment Management LLC | Cincinnati | $304.6M | — |
| Spreng Capital Management, Inc. | Bucyrus | $300.2M | — |
| Birchcreek Wealth Management, LLC | Miami Township | $300.1M | — |
| Kovalcik & Geraghty Wealth Partners LLP | Upper Arlington | $299.1M | — |
| Gatepass Capital, LLC | Independence | $299.1M | 3 |
| Resolute Wealth Advisor, Inc. | Findlay | $293.8M | — |
| M&b Investment Advisors, LLC | Cincinnati | $290.2M | — |
| North Star Advisory Group, LLC | Beachwood | $289.1M | — |
| Schulhoff & Co Inc | Cincinnati | $286.3M | — |
| Wesbanco Securities, Inc. | St Clairsville | $285.9M | — |
| Capitalworks, LLC | Cleveland | $283.9M | 4 |
| B.a. Schrock Wealth Management, Inc. | Wadsworth | $281.6M | — |
| Arg Private Wealth, LLC | Cincinnati | $280M | — |
| The Retirement Guys Formula LLC | Maumee | $276.9M | — |
| Retirement Strategies, Ltd. | Dublin | $272.7M | — |
| Camelot Portfolios, LLC | Maumee | $272.2M | — |
| Invest Capital Partners, Co. | Springboro | $271.9M | — |
| Hardy & Hardy Co LLC | Lima | $269.4M | — |
| Schear Investment Advisers, LLC | Cincinnati | $268.8M | 1 |
| Redwood Financial Network Corp. | Solon | $262.8M | — |