| Kiplinger Investment Advisors, LLC. | Springboro | $261.7M | — |
| Ridgeline Wealth Planning LLC | Centerville | $259.6M | — |
| Shaker Investments, L.L.C. | Beachwood | $258.8M | 1 |
| W&s Brokerage Services, Inc. | Cincinnati | $257.2M | — |
| Tudor Financial, Inc. | Dayton | $256.3M | — |
| Game Plan Financial Advisors, LLC | Westlake, Oh | $254.7M | — |
| Integrated Wealth Management, Inc. | Uniontown | $254.1M | — |
| Endeavor Wealth Advisors, LLC | Pepper Pike | $252.8M | — |
| Michael Brady & Co., LLC | Westlake | $248.6M | — |
| Fillmore Capital Partners, LLC | Powell | $247.1M | 1 |
| Saas Capital, LLC | Cincinnati | $244.9M | 9 |
| Munn Wealth Management, LLC | Maumee | $242.3M | — |
| Lighthouse Wealth Management, Inc. | Ashland | $237.6M | — |
| Nvest Wealth Strategies, Inc. | Powell | $236.7M | — |
| Crew Capital Management, Ltd. | Cincinnati | $235.4M | — |
| Fountain Square Asset Management, LLC | Cincinnati | $233.7M | — |
| Clutterbuck Capital Management LLC | Cleveland | $233.4M | 3 |
| Summit Financial Advisors, Inc. | Middletown | $232.8M | — |
| Rightwealth Advisors, LLC | Miamisburg | $229.3M | — |
| Structured Wealth Management, Inc. | Toledo | $226.9M | — |
| Polaris Financial Partners, LLC | Westerville | $226M | — |
| Bullseye Investment Management, LLC | Cincinnciati | $226M | — |
| Henson-Edgewater Management, LLC | Avon | $225M | — |
| Retirement Plans, Inc. | Westerville | $224.9M | — |
| Bond Tech Inc | Bellbrook | $221.6M | — |
| Jericho Financial, LLP | Westerville | $220M | — |
| Miami Valley Portfolio Management Inc | Brookville | $218.6M | — |
| Affinity Wealth LLC | Canton | $217.5M | — |
| Cleveland Capital Management, L.L.C. | Rocky River | $215.8M | 4 |
| Quest Wealth Solutions, Inc. | Mansfield | $214.6M | — |
| Kinetic Wealth Investment Advisors, LLC | Westlake | $214.5M | — |
| Objective Capital Management, LLC | Fairlawn | $214.2M | — |
| Lindahl & Mansager Inc | Fairlawn | $213.7M | — |
| Signal Tree Financial Partners LLC | Copley | $213.4M | — |
| Personal Choice Financial Advisors, LLC | Cincinnati | $211.3M | — |
| Shaffer Capital Advisers, LLC | Westerville | $211.1M | — |
| Independence Wealth Advisors, LLC | Independence | $210.3M | — |
| Reservoir Retirement Management, LLC | Lima | $208.8M | — |
| Garlikov Advisors Inc | Columbus | $207.6M | — |
| Purtill Financial LLC | Highland Heights | $207.1M | — |
| Northavenue LLC | Columbus | $204.8M | — |
| Wealth Advisors, LLC | Springboro | $202M | — |
| Brixey & Meyer Capital LLC | Cincinnati | $201.8M | 5 |
| Capital Asset Management, Inc. | Columbus | $199.5M | — |
| Dbk Financial Counsel, LLC | Cuyahoga Falls | $199.5M | — |
| Rik Saylor Financial, Inc. | Fairfield | $199.2M | — |
| Newport Investment Advisors Inc | Beachwood | $198M | — |
| Feg Curio Investment Partners, LLC | Cincinnati | $195.3M | 20 |
| Bright Path Sports Partners, LLC | Cleveland | $194.8M | 2 |
| T.t.g. Financial, Inc. | Canton | $194M | — |