| B62 | IFS GROUP, LLC CRD 328774 | PA | $240.0M | 6 | 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 | SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | PA | $302.3M | 3 | LPL Financial→ |
| C47 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. CRD 157523 | PA | $622.3M | 6 | LPL Financial→ |
| C42 | FOX FINANCIAL, INC. CRD 319679 | PA | $271.8M | 5 | LPL Financial→ |
| C42 | JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | PA | $2.64B | 30 | LPL Financial→ |
| C40 | INVARIANT INVESTMENT MANAGEMENT LLC CRD 168772 | PA | $182.7M | 6 | LPL Financial→ |
| C39 | ALLSPRING FUNDS MANAGEMENT, LLC CRD 110841 | NC | $324.65B | 50 | LPL Financial→ |
| C38 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | PA | $356.1M | 6 | LPL Financial→ |
| C38 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC CRD 333732 | PA | $406.8M | 19 | LPL Financial→ |
| C36 | NAPLES ASSET MANAGEMENT CO., LLC CRD 133978 | NC | $361.8M | 12 | LPL Financial→ |
| C34 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST CRD 105390 | PA | $164.32B | 50 | LPL Financial→ |
| C33 | THREE CORD TRUE WEALTH MANAGEMENT, LLC CRD 307480 | PA | $317.9M | 6 | LPL Financial→ |
| C31 | FOUNDERS FINANCIAL ALLIANCE, LLC CRD 173011 | NC | $1.19B | 31 | LPL Financial→ |
| C31 | INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | PA | $1.83B | 40 | 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→ |
| C21 | ASANA PARTNERS, LP CRD 284477 | NC | $8.35B | — | LPL Financial→ |
| C18 | PREMIER FINANCIAL SERVICES OF NORTH CAROLINA CRD 281502 | NC | — | — | LPL Financial→ |
