| A69 | EMERALD ASSET MANAGEMENT, INC. CRD 174691 | NC | $120.8M | 2 | Raymond James→ |
| B65 | VN CAPITAL MANAGEMENT, LLC CRD 166761 | NC | $63.0M | — | Pershing→ |
| B57 | H. L. ORMOND & COMPANY, LLC CRD 313593 | NC | $401.4M | 2 | Raymond James→ |
| B54 | CROSSGEN WEALTH LLC CRD 336270 | NC | $222.8M | 2 | Raymond James→ |
| C48 | CAPITAL DEVELOPERS, LLC CRD 292797 | NC | $221.5M | — | Raymond James→ |
| C48 | PURSUIT WEALTH MANAGEMENT, LLC CRD 337709 | NC | $457.5M | 4 | Raymond James→ |
| C48 | TAR RIVER WEALTH PLANNING, LLC CRD 328530 | NC | $401.2M | 5 | Raymond James→ |
| C47 | PHOENIX WEALTH ADVISORS INC. CRD 118412 | NC | $641.4M | 7 | Raymond James→ |
| C47 | ONE8ZERO8, LLC CRD 332702 | NC | $644.6M | 4 | Raymond James→ |
| C46 | UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | NC | $337.8M | 17 | Pershing→ |
| C44 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | NC | $0 | 2 | Raymond James→ |
| C43 | CAPITAL INVESTMENT COUNSEL INC CRD 104591 | NC | $1.02B | 4 | Pershing→ |
| C42 | MUIRFIELD WEALTH ADVISORS LLC CRD 316071 | NC | $255.8M | 2 | Raymond James→ |
| C36 | DAVIS INVESTMENT PARTNERS, LLC CRD 318783 | NC | $390.0M | 2 | Raymond James→ |
| C36 | JOEL ADAMS AND ASSOCIATES INC. CRD 319379 | NC | $305.6M | 3 | Raymond James→ |
| 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→ |
| C27 | HORIZON INVESTMENTS LLC CRD 109552 | NC | $8.47B | 27 | Pershing→ |
| C26 | ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | NC | $664.3M | 3 | Raymond James→ |
| C21 | RELIANT INVESTMENT PARTNERS, LLC CRD 297369 | NC | $268.3M | 3 | Raymond James→ |
| C17 | FINANCIAL SYMMETRY INCORPORATED CRD 118443 | NC | $1.54B | 15 | Pershing→ |
