ScoreFirmStateAUMAdvisorsCustodian
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0MPershing
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5MRaymond James
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial
C36DAVIS INVESTMENT PARTNERS, LLC
CRD 318783
NC$390.0M2Raymond James
C36JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
NC$305.6M3Raymond James
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial
C26ALLEN WEALTH MANAGEMENT, LLC
CRD 133038
NC$664.3M3Raymond James
C21ASANA PARTNERS, LP
CRD 284477
NC$8.35BLPL Financial
C21RELIANT INVESTMENT PARTNERS, LLC
CRD 297369
NC$268.3M3Raymond James
C18PREMIER FINANCIAL SERVICES OF NORTH CAROLINA
CRD 281502
NCLPL Financial
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing