| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C46 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC CRD 107312 | NC | $132.63B | 13 | State Street→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C40 | ALLSPRING GLOBAL INVESTMENTS, LLC CRD 104973 | NC | $475.78B | — | State Street→ |
| C37 | PRINCIPAL GLOBAL INVESTORS, LLC CRD 109002 | IA | $427.71B | 50 | State Street→ |
| C35 | BARINGS LLC CRD 106006 | NC | $392.75B | — | State Street→ |
| 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→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C31 | AEGON USA INVESTMENT MANAGEMENT, LLC CRD 114537 | IA | $88.80B | 1 | State Street→ |
| C31 | TRANSAMERICA RETIREMENT ADVISORS, LLC CRD 107319 | IA | $18.83B | 39 | Pershing→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C21 | BASEPOINT WEALTH, LLC CRD 289538 | IA | $883.8M | 13 | Pershing→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
