| B56 | THE FINANCIAL CONSULATE, INC CRD 106898 | MD | $1.10B | 13 | Charles Schwab→ |
| B51 | ASSET STRATEGY CONSULTANTS LLC CRD 110800 | MD | $5.16B | 5 | E*Trade→ |
| C48 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC CRD 148156 | NC | $1.29B | 9 | Charles Schwab→ |
| C48 | WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | NC | $1.17B | 5 | E*Trade→ |
| C48 | CAPSOUTH PARTNERS, INC. CRD 132517 | AL | $1.00B | 13 | Charles Schwab→ |
| C47 | TRITONPOINT WEALTH, LLC CRD 328398 | MD | $1.55B | 10 | Charles Schwab→ |
| C46 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC CRD 107312 | NC | $132.63B | 13 | State Street→ |
| C44 | COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | NC | $1.99B | 2 | E*Trade→ |
| C44 | BERMAN MCALEER, LLC CRD 332906 | MD | $1.82B | 13 | Fidelity→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C43 | VULCAN VALUE PARTNERS LLC CRD 151190 | AL | $6.08B | 9 | Northern Trust→ |
| C43 | BILTMORE FAMILY OFFICE, LLC CRD 167174 | NC | $3.47B | 14 | Charles Schwab→ |
| C42 | 1919 INVESTMENT COUNSEL, LLC CRD 133370 | MD | $26.04B | 32 | Charles Schwab→ |
| C42 | HARBOR INVESTMENT ADVISORY, LLC CRD 151085 | MD | $6.87B | 32 | Pershing→ |
| C41 | WEDGE CAPITAL MANAGEMENT LLP CRD 106234 | NC | $7.75B | 23 | E*Trade→ |
| C41 | JOHNSON STERLING, INC. CRD 106379 | AL | $3.90B | 6 | E*Trade→ |
| C41 | MV CAPITAL MANAGEMENT, INC. CRD 139034 | MD | $1.44B | 8 | E*Trade→ |
| C41 | ABRAMS BISON INVESTMENTS, L.L.C. CRD 137183 | MD | $2.51B | — | Northern Trust→ |
| C41 | HIGHLAND ASSOCIATES INC CRD 104948 | AL | $20.99B | 2 | State Street→ |
| C41 | FINANCIAL COUNCIL, LLC CRD 110748 | MD | $1.27B | 6 | E*Trade→ |
| C41 | FULTON BREAKEFIELD BROENNIMAN,LLC CRD 108967 | MD | $2.39B | 19 | Charles Schwab→ |
| C40 | ALLSPRING GLOBAL INVESTMENTS, LLC CRD 104973 | NC | $475.78B | — | State Street→ |
| C40 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | NC | $2.39B | 50 | Charles Schwab→ |
| C39 | STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | NC | $1.74B | — | U.S. Bank→ |
| C39 | ALUMINA INVESTMENT MANAGEMENT, LLC CRD 164273 | NC | $5.26B | — | E*Trade→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | SILVERBACK ASSET MANAGEMENT, LLC CRD 141407 | NC | $1.19B | — | JPMorgan→ |
| C37 | CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | MD | $1.01B | 7 | Charles Schwab→ |
| C37 | CARDINAL CAPITAL MANAGEMENT INC CRD 108076 | NC | $1.03B | 3 | Charles Schwab→ |
| C37 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CRD 111179 | MD | $3.33B | — | JPMorgan→ |
| C37 | ROCK SPRINGS CAPITAL MANAGEMENT LP CRD 168648 | MD | $2.43B | — | Goldman Sachs→ |
| C37 | TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | MD | $1.60B | 8 | Charles Schwab→ |
| C37 | LAUREL WEALTH ADVISORS, LLC CRD 118469 | NC | $1.11B | 7 | Charles Schwab→ |
| C36 | RETIREMENT MANAGEMENT SYSTEMS, INC. CRD 150351 | MD | $1.89B | 4 | Charles Schwab→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | RED OAK FINANCIAL GROUP, LLC CRD 166912 | MD | $1.04B | 7 | LPL Financial→ |
| C36 | ADVISORS PREFERRED LLC CRD 157980 | MD | $1.69B | 2 | E*Trade→ |
| C36 | ALLIANCE PARTNERS LLC CRD 157700 | MD | $1.94B | — | E*Trade→ |
| C36 | SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | AL | $1.05B | 3 | Fidelity→ |
| C36 | MILL CAPITAL MANAGEMENT, LLC CRD 312798 | NC | $1.49B | 3 | Charles Schwab→ |
| C36 | G10 LLC CRD 322876 | MD | $4.91B | — | Northern Trust→ |
| C35 | CORNERSTONE WEALTH GROUP, LLC CRD 289971 | NC | $2.49B | 29 | Charles Schwab→ |
| C35 | BARINGS LLC CRD 106006 | NC | $392.75B | — | State Street→ |
| C34 | ALLY INVEST ADVISORS INC CRD 170301 | NC | $1.73B | 50 | Apex Clearing→ |
| C34 | STERLING CAPITAL MANAGEMENT LLC CRD 135405 | NC | $69.23B | 37 | E*Trade→ |
| C34 | VERITY ASSET MANAGEMENT, INC. CRD 158667 | NC | $1.15B | 50 | E*Trade→ |
| C34 | STONEX ADVISORS INC. CRD 174182 | AL | $5.09B | 50 | Pershing→ |
| C34 | CAPFINANCIAL PARTNERS, LLC CRD 175112 | NC | $1236.70B | 50 | E*Trade→ |
| C34 | BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | MD | $4.54B | 3 | State Street→ |
| C34 | MARBLE WEALTH, LLC CRD 335291 | AL | $1.05B | 5 | Fidelity→ |
