| A78 | WESTHAMPTON CAPITAL, LLC CRD 119176 | NC | $238.5M | 4 | Fidelity→ |
| A69 | EMERALD ASSET MANAGEMENT, INC. CRD 174691 | NC | $120.8M | 2 | Raymond James→ |
| B60 | HARBER CAPITAL LLC CRD 158939 | NC | $492.7M | — | Fidelity→ |
| B58 | REVO FINANCIAL, LLC CRD 172646 | OK | $135.4M | 2 | Fidelity→ |
| B57 | H. L. ORMOND & COMPANY, LLC CRD 313593 | NC | $401.4M | 2 | Raymond James→ |
| B57 | EPIC WEALTH MANAGEMENT, LLC CRD 297643 | OK | $120.8M | 3 | Raymond James→ |
| B54 | CROSSGEN WEALTH LLC CRD 336270 | NC | $222.8M | 2 | Raymond James→ |
| B53 | STREETER MOORE & STIPE LLC CRD 118588 | OK | $219.1M | 3 | Raymond James→ |
| B53 | BISON CAPITAL ADVISORS, LLC CRD 306471 | OK | $250.0M | 2 | Fidelity→ |
| B52 | INVESTRUST CONSULTING, LLC CRD 108037 | OK | $588.2M | 7 | Fidelity→ |
| C48 | WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | NC | $143.5M | 3 | Fidelity→ |
| 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 | TERRA WEALTH MANAGEMENT, LLC CRD 320643 | NC | $152.0M | 7 | Fidelity→ |
| 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 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | OK | $1.63B | 6 | Fidelity→ |
| C46 | HUGHES WARREN, INC. CRD 145570 | OK | $220.5M | 2 | Fidelity→ |
| C45 | VISTA INVESTMENT PARTNERS LLC CRD 286014 | OK | $610.6M | 6 | Raymond James→ |
| C45 | COUNTERWEIGHT VENTURES, LLC CRD 327880 | NC | $207.2M | 2 | Fidelity→ |
| C45 | DAVIDSON ADVISORY GROUP, LLC CRD 333090 | NC | $223.5M | 2 | Fidelity→ |
| C44 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | NC | $0 | 2 | Raymond James→ |
| C43 | PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | NC | $495.6M | 3 | Fidelity→ |
| C43 | BLUE WEALTH INC. CRD 330324 | NC | $145.1M | 7 | Fidelity→ |
| C42 | MUIRFIELD WEALTH ADVISORS LLC CRD 316071 | NC | $255.8M | 2 | Raymond James→ |
| C41 | TULSA WEALTH ADVISORS, INC. CRD 337956 | OK | $1.54B | 17 | Raymond James→ |
| C40 | TASSEL CAPITAL MANAGEMENT, INC. CRD 121112 | NC | $266.0M | 4 | Fidelity→ |
| C39 | ALLEGIANT WEALTH ADVISORS, LLC CRD 330239 | OK | $1.17B | 2 | Fidelity→ |
| C38 | TRANSCENDENT CAPITAL GROUP LLC CRD 316872 | OK | $360.7M | 9 | Raymond James→ |
| C36 | OAK CITY CONSULTING, LLC CRD 162220 | NC | $1.43B | 3 | Fidelity→ |
| 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→ |
| C36 | RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | NC | $397.8M | 13 | Fidelity→ |
| C36 | POWELL FINANCIAL, INC. CRD 144230 | NC | $229.2M | 2 | Fidelity→ |
| C35 | CE INVESTMENT MANAGEMENT, LLC CRD 299786 | OK | $5.91B | — | Fidelity→ |
| C34 | ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | NC | $894.0M | 4 | Fidelity→ |
| C34 | TIMONIER FAMILY OFFICE, LTD. CRD 150748 | NC | $450.3M | 4 | Fidelity→ |
| C33 | THE STOLPER COMPANY L.L.C. CRD 132962 | OK | $356.3M | 4 | Raymond James→ |
| C30 | SCISSORTAIL WEALTH MANAGEMENT, LLC CRD 297761 | OK | $568.2M | 8 | Raymond James→ |
| C28 | FRANKLIN STREET ADVISORS, INC. CRD 106275 | NC | $4.53B | 16 | Fidelity→ |
| C28 | DELEGATE ADVISORS, LLC CRD 159953 | NC | $1.71B | — | Fidelity→ |
| C28 | GIBRALTAR CAPITAL MANAGEMENT, INC. CRD 122328 | OK | $1.35B | 18 | Fidelity→ |
| C27 | EVERPAR ADVISORS LLC CRD 326468 | OK | $587.8M | 9 | Fidelity→ |
| C27 | SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | NC | $495.4M | 8 | Fidelity→ |
| C26 | ALLEN WEALTH MANAGEMENT, LLC CRD 133038 | NC | $664.3M | 3 | Raymond James→ |
| C26 | ASPIRE PRIVATE CAPITAL, LLC CRD 154116 | NC | $509.7M | 8 | Fidelity→ |
| C26 | CADENT CAPITAL ADVISORS, LLC CRD 169704 | OK | $785.8M | 11 | Fidelity→ |
| C24 | HAMILTON POINT INVESTMENT ADVISORS, LLC CRD 144534 | NC | $1.21B | 7 | Fidelity→ |
| C21 | RELIANT INVESTMENT PARTNERS, LLC CRD 297369 | NC | $268.3M | 3 | Raymond James→ |