- Bahl & Gaynor, Inc.
- Robert W. Baird & Co., Incorporated
- Bank One Ohio Trust Company, N.A.
- Bartlett & Co.
- The Clarus Group
- Commonwealth Financial Network/Principled Wealth Advisors
- Foster & Motley, Inc.
- Huntington National Bank
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- Index Mutual Funds (Custodian Fifth Third Bank)
- Johnson Investment Counsel, Inc.
- Key Trust Company of Ohio, N.A.
- Legacy Financial Advisors
- Lenox Wealth Management
- Lincoln Financial Advisors/Sagemark Consulting
- MCF Advisors LLC
- Merrill Lynch
- National City Bank
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- North Side Bank and Trust Company
- PNC Bank, N.A.
- Ritter Daniher Financial Advisory, LLC.
- RiverPoint Capital Management Investment Advisors
- Truepoint Capital
- UBS Financial Services, Inc.
- U.S. Bank, N.A.
- Wachovia/Wells Fargo Securities
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