| B59 | OMNI FINANCIAL LLC CRD 314670 | WI | $116.9M | 1 | LPL Financial→ |
| B54 | RICHMOND INVESTMENT SERVICES LLC CRD 327451 | WI | $453.2M | 14 | LPL Financial→ |
| B54 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC CRD 319298 | WI | $236.4M | 5 | LPL Financial→ |
| B53 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC CRD 150266 | NC | $136.2M | 2 | LPL Financial→ |
| B53 | CONCEPTUAL FINANCIAL ADVISORS, LLC CRD 167513 | WI | $189.9M | 1 | LPL Financial→ |
| B53 | GRANITE FINANCIAL GROUP, LLC CRD 168675 | WI | $186.2M | 2 | LPL Financial→ |
| C49 | INDEPENDENT WEALTH ADVISORS, LLC CRD 328786 | NC | $195.3M | 4 | LPL Financial→ |
| C43 | IAG WEALTH PARTNERS, LLC CRD 109721 | WI | $1.87B | 15 | 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→ |
| C32 | WINCH ADVISORY SERVICES, LLC CRD 110194 | WI | $580.2M | 7 | 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 | JOHNSON WEALTH INC. CRD 125557 | WI | $10.35B | 50 | LPL Financial→ |
| C27 | INDEPENDENT ADVISOR ALLIANCE, LLC CRD 168267 | NC | $17.23B | 50 | 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→ |
| C17 | GATEWAY WEALTH PARTNERS, LLC CRD 322789 | WI | $2.28B | 50 | LPL Financial→ |
