| 401 | NYE WEALTH MANAGEMENT LLC | HUDSON | 170415 | $107.7M | 5 | 2026-02-28 | → |
| 402 | BOLT FINANCIAL GROUP, INC | WORTHINGTON | 291799 | $107.6M | 5 | 2025-07-31 | → |
| 403 | WESTPOINT WEALTH MANAGEMENT, LLC | BEREA | 310883 | $106.0M | 9 | 2026-06-30 | → |
| 404 | S.C. THOMAS & ASSOCIATES, CPA, LLC | MEDINA | 121666 | $104.6M | 2 | 2026-03-31 | → |
| 405 | BEACON ASSOCIATES WEALTH MANAGEMENT, LLC | MAUMEE | 318651 | $101.1M | 4 | 2026-03-31 | → |
| 406 | FC WEALTH SOLUTIONS LLC | WESTERVILLE | 286381 | $101.0M | 4 | 2026-04-30 | → |
| 407 | LOGIX INVESTMENTS LLC | CLEVELAND | 288382 | $100.4M | 5 | 2025-08-31 | → |
| 408 | FINANCIAL COUNSELING, INC. | SPRINGBORO | 119969 | $100.1M | 3 | 2026-04-30 | → |
| 409 | OELSCHLAGER INVESTMENTS LLC | AKRON | 306035 | $93.3M | 4 | 2026-03-31 | → |
| 410 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. | CLEVELAND | 282906 | $76.6M | 0 | 2026-03-31 | → |
| 411 | YOUR FINANCIAL PHARMACIST PLANNING, LLC | NEW ALBANY | 282918 | $53.2M | 7 | 2026-06-30 | → |
| 412 | AGDEAVOR INVESTMENTS, LLC | WORTHINGTON | 147340 | $24.8M | 4 | 2025-07-31 | → |
| 413 | CBIZ FINANCIAL SOLUTIONS, INC. | CLEVELAND | 16678 | $8.9M | 19 | 2026-03-31 | → |
| 414 | W&S ADVISORY SERVICES, LLC | CINCINNATI | 334683 | $5.3M | 9 | 2026-05-31 | → |