| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C38 | KULTURA CAPITAL MANAGEMENT LP CRD 327510 | UT | $244.7M | — | Morgan Stanley→ |
| 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→ |
| C32 | CREATIVE INVESTMENT GROUP LLC CRD 334028 | TN | $209.0M | 6 | Pershing→ |
| C31 | FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | NC | $2.63B | 50 | Pershing→ |
| C30 | CROSS CREEK ADVISORS, LLC CRD 165803 | UT | $1.35B | 4 | Morgan Stanley→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C24 | GRANVILLE CAPITAL, INC. CRD 126679 | NC | $1.37B | 5 | Morgan Stanley→ |
| C22 | BRIDGE MULTIFAMILY FUND MANAGER LLC CRD 159127 | UT | $49.30B | — | Morgan Stanley→ |
| C19 | SOLIDARITY WEALTH, LLC CRD 315843 | UT | $704.2M | 9 | Pershing→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
| C14 | WALLACE ADVISORS CRD 119379 | NC | — | — | Morgan Stanley→ |
