| Ardent Capital Management, Inc. | Cincinnati | $321.4M | 1 |
| Accent Capital Management, LLC | Centerville | $321M | — |
| Dean Financial Services, LLC | Beavercreek | $319.6M | — |
| Presper Financial Architects, LLC | Akron | $316.9M | — |
| Alcyon Wealth Advisors, LLC | Youngstown | $315.6M | — |
| Cambridge Financial Group, Inc. | Columbus | $315.2M | — |
| Rebel Financial, LLC. | Groveport | $314M | — |
| Vawter Financial Ltd | Columbus | $313.6M | — |
| Golden Reserve Retirement, LLC | Dublin | $310.9M | — |
| Kirtland Hills Capital Management, LLC | Bratenahl | $310.3M | — |
| Kleinfelder Capital, Inc. | Cincinnati | $306.8M | — |
| Hfg Advisors, Inc. | Cincinnati | $305.3M | — |
| Objective Capital Management, LLC | Pepper Pike | $304.7M | — |
| Kellett Wealth Advisors, LLC | Cincinnati | $304.2M | — |
| Jps Financial, LLC | Westlake | $302.1M | — |
| The Retirement Guys Formula LLC | Maumee | $300.6M | — |
| Croak Asset Management, LLC | Toledo | $300.2M | — |
| Egi Financial, Inc. | Akron | $299.3M | — |
| Brown Financial Advisors, LLC | Milford | $298.8M | — |
| Jessup Wealth Management, Inc. | Dayton | $298.5M | — |
| Hicks Capital Management, LLC | Columbus | $297.1M | — |
| Camelot Portfolios, LLC | Maumee | $295.3M | — |
| Argentarii, LLC | Cincinnati | $293.8M | 3 |
| Capitalworks, LLC | Cleveland | $293.4M | 4 |
| Coordinated Financial Planning Corp | Cincinnati | $289.9M | — |
| Fourth Dimension Wealth, LLC | Middleburg Heights | $283.6M | — |
| Artifex Financial Group, LLC | Oakwood | $282M | — |
| Schulhoff & Co Inc | Cincinnati | $279.2M | — |
| Horter Investment Management, LLC | Cincinnati | $278M | — |
| Elios Financial Group, Inc. | Westlake | $275M | — |
| Future Finances Inc | Columbus | $272.4M | — |
| Generations Wealth, LLC | Mason | $270M | — |
| Spreng Capital Management, Inc. | Bucyrus | $268.5M | — |
| Kovalcik & Geraghty Wealth Partners LLP | Upper Arlington | $268.1M | — |
| Lpfg, LLC | Avon | $263.5M | — |
| Royal Oak Financial Group | Worthington | $263M | — |
| Resolute Wealth Advisor, Inc. | Findlay | $258.4M | — |
| Swisher Financial Concepts, Inc. | Westerville | $257.5M | — |
| Birchcreek Wealth Management, LLC | Miami Township | $255.3M | — |
| Shaker Investments, L.L.C. | Beachwood | $253.1M | 1 |
| Hardy & Hardy Co LLC | Lima | $251.8M | — |
| Michael Brady & Co., LLC | Westlake | $248.6M | — |
| Retirement Plans, Inc. | Westerville | $247.9M | — |
| Sims Investment Management LLC | Cincinnati | $245.9M | — |
| Retirement Strategies, Ltd. | Dublin | $242.9M | — |
| Fountain Square Asset Management, LLC | Cincinnati | $233.7M | — |
| M&b Investment Advisors, LLC | Cincinnati | $232M | — |
| Invest Capital Partners, Co. | Springboro | $229.3M | — |
| North Star Advisory Group, LLC | Beachwood | $226.5M | — |
| Redwood Financial Network Corp. | Solon | $226M | — |