| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A72 | MAXELE ADVISORS, LLC CRD 165129 | MO | $201.6M | 1 | Fidelity→ |
| B61 | SONAS FINANCIAL GROUP, INC. CRD 122547 | MO | $149.8M | 4 | Fidelity→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B53 | THE YANKER GROUP, INC. CRD 281364 | MO | $296.4M | 5 | LPL Financial→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| C47 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| C47 | FOUNDATION WEALTH MANAGEMENT, LLC CRD 127134 | MO | $660.6M | 5 | Fidelity→ |
| C47 | KRAFT, DAVIS & ASSOCIATES, LLC CRD 175085 | MO | $768.5M | 6 | LPL Financial→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | MO | $2.40B | 7 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C42 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | MO | $338.1M | 2 | Fidelity→ |
| C41 | DIVERSIFIED FINANCIAL ADVISORS, LLC CRD 118261 | MO | $585.9M | 4 | LPL Financial→ |
| C40 | MODERN DOLLAR PLANNING, LLC CRD 174695 | MO | $159.1M | 2 | Fidelity→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C40 | VISTA FINANCE, LLC CRD 312082 | MO | $320.0M | 4 | Fidelity→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | MO | $889.3M | 7 | Fidelity→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| C36 | NAPLES ASSET MANAGEMENT CO., LLC CRD 133978 | NC | $361.8M | 12 | LPL Financial→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C34 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | TIMONIER FAMILY OFFICE, LTD. CRD 150748 | NC | $450.3M | 4 | Fidelity→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C28 | UMB PRIVATE WEALTH MANAGEMENT, LLC CRD 306374 | MO | $68.4M | 43 | Fidelity→ |
| C28 | MBM WEALTH CONSULTANTS, LLC CRD 169091 | MO | $476.7M | 10 | LPL Financial→ |
| C28 | TOTAL SOLUTIONS ENTERPRISE LLC CRD 318036 | NC | $305.0M | 8 | LPL Financial→ |
| C28 | FRANKLIN STREET ADVISORS, INC. CRD 106275 | NC | $4.53B | 16 | Fidelity→ |
| C28 | DELEGATE ADVISORS, LLC CRD 159953 | NC | $1.71B | — | Fidelity→ |
| C27 | INDEPENDENT ADVISOR ALLIANCE, LLC CRD 168267 | NC | $17.23B | 50 | LPL Financial→ |
| C27 | SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | NC | $495.4M | 8 | Fidelity→ |
| C26 | ASPIRE PRIVATE CAPITAL, LLC CRD 154116 | NC | $509.7M | 8 | Fidelity→ |
| C25 | CORNERSTONE WEALTH MANAGEMENT, LLC CRD 164666 | MO | $4.93B | 50 | LPL Financial→ |
| C25 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC CRD 311623 | MO | $7.13B | 22 | Fidelity→ |
| C25 | CONVERGENCE FINANCIAL, LLC CRD 304146 | MO | $904.0M | 24 | LPL Financial→ |
| C24 | ATWOOD & PALMER, INC. CRD 104995 | MO | $2.04B | 7 | Fidelity→ |
| C24 | HAMILTON POINT INVESTMENT ADVISORS, LLC CRD 144534 | NC | $1.21B | 7 | Fidelity→ |
| C21 | ASANA PARTNERS, LP CRD 284477 | NC | $8.35B | — | LPL Financial→ |
| C21 | MOMENT PRIVATE WEALTH, LLC CRD 313223 | MO | $357.2M | 6 | Fidelity→ |
| C18 | PREMIER FINANCIAL SERVICES OF NORTH CAROLINA CRD 281502 | NC | — | — | LPL Financial→ |
| C16 | FIRST FIDELITY WEALTH ADVISORS, INC. CRD 142869 | NC | — | — | Fidelity→ |
| C16 | FLINTHILL FINANCIAL, LLC CRD 173032 | NC | — | — | Fidelity→ |
