| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| B51 | VPWM ADVISORS, LLC CRD 167886 | MN | $326.6M | 15 | LPL Financial→ |
| B50 | DSG CAPITAL ADVISORS, LLC CRD 332056 | MN | $780.3M | 7 | LPL Financial→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C47 | IWEALTH FINANCIAL, LLC CRD 329980 | MN | $311.6M | 6 | LPL Financial→ |
| C40 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC CRD 168594 | MN | $745.8M | 8 | LPL Financial→ |
| C40 | 360 FINANCIAL, INC. CRD 168600 | MN | $700.5M | 10 | LPL Financial→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | 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 | 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→ |
| C25 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC CRD 284430 | MN | $1.54B | 24 | 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→ |
