| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C46 | VIMA, LLC CRD 148833 | MI | $229.5M | 12 | Pershing→ |
| C45 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP CRD 26455 | MI | $228.7M | 17 | Pershing→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C42 | VALIANT WEALTH, LLC CRD 146911 | IA | $423.1M | 3 | Equity Trust→ |
| C41 | POINTE CAPITAL MANAGEMENT LLC CRD 152520 | MI | $452.3M | 6 | Pershing→ |
| C40 | THE NEMES RUSH GROUP, LLC CRD 312554 | MI | $1.62B | 8 | Pershing→ |
| C36 | USA FINANCIAL SECURITIES LLC CRD 103857 | MI | $296.5M | 50 | Pershing→ |
| C34 | FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | NC | $465.1M | 50 | Pershing→ |
| C33 | CASSIA CAPITAL PARTNERS LLC CRD 159911 | NC | $251.2M | 4 | Pershing→ |
| C33 | GUIDESTREAM FINANCIAL, INC. CRD 150890 | MI | $263.5M | 5 | Pershing→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | Pershing→ |
| C30 | SCHECHTER PRIVATE CAPITAL, LLC CRD 289491 | MI | $171.7M | — | Pershing→ |
| C27 | WELL DONE, LLC CRD 173736 | MI | $2.00B | 20 | Pershing→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C24 | RETIREMENT INCOME SOLUTIONS, INC. CRD 110145 | MI | $2.97B | 16 | Pershing→ |
| C21 | BASEPOINT WEALTH, LLC CRD 289538 | IA | $883.8M | 13 | Pershing→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
