| A65 | BUTTERWORTH FINANCIAL LLC CRD 325026 | MA | $103.3M | 1 | LPL Financial→ |
| B61 | THE SHER WEALTH MANAGEMENT GROUP, INC. CRD 172369 | MA | $145.6M | 2 | LPL Financial→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| C50 | SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | MA | $1.38B | 8 | LPL Financial→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C49 | ROTHWELL INVESTMENT ADVISORS LLC CRD 337504 | MA | $187.7M | 3 | LPL Financial→ |
| C49 | ALGORITHMIC INVESTMENT MODELS, LLC CRD 306354 | MA | $87.8M | 7 | LPL Financial→ |
| C49 | NAPIER FINANCIAL, LLC CRD 336725 | MA | $550.1M | 8 | LPL Financial→ |
| C48 | ANCHOR CAPITAL ADVISORS LLC CRD 105540 | MA | $2.37B | 17 | LPL Financial→ |
| C47 | BYRNE FINANCIAL FREEDOM, LLC CRD 167893 | MA | $546.4M | 6 | LPL Financial→ |
| C44 | LEEWARD INVESTMENTS, LLC CRD 312557 | MA | $2.87B | 2 | LPL Financial→ |
| C42 | WINTHROP ADVISORY GROUP, LLC CRD 288178 | MA | $3.10B | 27 | LPL Financial→ |
| C41 | FLAGSHIP PRIVATE WEALTH, LLC CRD 175277 | MA | $447.2M | 4 | LPL Financial→ |
| C40 | FLAGSHIP HARBOR ADVISORS, LLC CRD 155733 | MA | $3.42B | 50 | LPL Financial→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | MA | $248.2M | 2 | LPL Financial→ |
| C36 | NAPLES ASSET MANAGEMENT CO., LLC CRD 133978 | NC | $361.8M | 12 | LPL Financial→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C28 | GOODMAN ADVISORY GROUP, LLC CRD 285637 | MA | $415.5M | 6 | LPL Financial→ |
| C28 | TOTAL SOLUTIONS ENTERPRISE LLC CRD 318036 | NC | $305.0M | 8 | LPL Financial→ |
| C27 | INDEPENDENT ADVISOR ALLIANCE, LLC CRD 168267 | NC | $17.23B | 50 | LPL Financial→ |
| C26 | STRENGTHENING FAMILIES & COMMUNITIES, LLC CRD 282573 | MA | $610.0M | 11 | LPL Financial→ |
| C22 | ALTA WEALTH ADVISORS LLC CRD 293675 | MA | $664.6M | 12 | LPL Financial→ |
| C21 | ASANA PARTNERS, LP CRD 284477 | NC | $8.35B | — | LPL Financial→ |
| C18 | PREMIER FINANCIAL SERVICES OF NORTH CAROLINA CRD 281502 | NC | — | — | LPL Financial→ |
