| Glasfunds, LLC | Cleveland | $2.69B | 2 |
| Fairway Wealth LLC | Independence | $2.61B | — |
| Windsor Advisory Group, LLC | Columbus | $2.58B | 4 |
| Foster & Motley, Inc. | Cincinnati | $2.54B | — |
| Sjs Investment Consulting Inc | Sylvania | $2.53B | — |
| Meeder Asset Management, Inc | Dublin | $2.48B | — |
| Stratos Investment Management, LLC | Beachwood | $2.44B | — |
| Cincinnati Asset Management Inc | Cincinnati | $2.42B | — |
| On Investment Management Co | Cincinnati | $2.38B | — |
| Meeder Advisory Services, Inc | Dublin | $2.09B | — |
| Revisor Wealth Management LLC | Akron | $2.06B | — |
| Summit Financial Strategies Inc | Columbus | $2.05B | — |
| Gryphon Financial Partners, LLC | Columbus | $2.03B | 3 |
| White Oak Partners Investment Advisor, LLC | Westerville | $1.96B | 6 |
| Blue Point Capital Partners LLC | Cleveland | $1.95B | 13 |
| Pinnacle Wealth Planning Services, Inc. | Mansfield | $1.94B | — |
| Wealthquest Corporation | Cincinnati | $1.93B | — |
| Everhart Financial Group Inc | Dublin | $1.87B | — |
| Feg Investment Services, LLC | Cincinnati | $1.87B | 21 |
| Eubel Brady & Suttman Asset Management Inc | Miamisburg | $1.83B | — |
| Pds Planning Inc | Dublin | $1.79B | — |
| Octavia Wealth Advisors LLC | Cincinnati | $1.79B | — |
| Align Capital Partners, LP | Shaker Heights | $1.68B | 7 |
| Oak Associates Ltd | Akron | $1.67B | — |
| Meyers Wealth Management, LLC | Columbus | $1.61B | — |
| Kmg Fiduciary Partners, LLC | Toledo | $1.6B | — |
| Accolade Investment Advisory, LLC | Columbus | $1.6B | — |
| Beese, Fulmer Investment Management, Inc. | Canton | $1.58B | — |
| Feg Private Investors, LLC | Cincinnati | $1.47B | 27 |
| Horan Wealth, LLC | Cincinnati | $1.45B | — |
| Fillmore Capital Partners, LLC | Powell | $1.38B | 2 |
| Mpe Mgt. Co., LLC | Cleveland | $1.38B | 10 |
| Strategic Wealth Partners, Ltd. | Independence | $1.32B | — |
| Ancora Retirement Plan Advisors, LLC | Cleveland | $1.31B | — |
| McDonald Partners LLC | Cleveland | $1.29B | 4 |
| Capital Advisors, Ltd., LLC | Shaker Heights | $1.25B | — |
| Opus Capital Group, LLC | Cincinnati | $1.23B | — |
| Westminster Financial Advisory Corp | Beavercreek | $1.22B | — |
| James Investment Research Inc | Xenia | $1.21B | — |
| Ellsworth Advisors, LLC | Hudson | $1.19B | 8 |
| Hauser Retirement Solutions 2 LLC | Cincinnati | $1.17B | — |
| Van Cleef Asset Management Inc | Beachwood | $1.11B | — |
| United Advisor Group, LLC | Cincinnati | $1.09B | — |
| Hengehold Capital Management LLC | Cincinnati | $1.08B | — |
| Souders Financial Advisors, LLC | Cincinnati | $1.07B | — |
| Ancora Alternatives LLC | Cleveland | $1.05B | 23 |
| Wealth Dimensions Group, Ltd. | Cincinnati | $1.03B | — |
| Aa Financial Advisors, LLC | Columbus | $1.01B | — |
| Cleveland Wealth, LLC | Cleveland | $1.01B | — |
| St. Clair Advisors, LLC | Mayfield Heights | $997.6M | — |