| 1808 Capital Partners | Greensboro | $644.6 million | 0 |
| A4 Wealth Advisors LLC | Huntersville | $213.7 million | 0 |
| Abs Legacy Partners, LLC | Hickory | $670.8 million | 0 |
| Absher Wealth Management, LLC | Chapel Hill | $1.26 billion | 0 |
| Accruent Wealth Advisors | Winston-salem | $197.7 million | 0 |
| Act Advisors | Asheville | $498.9 million | 0 |
| Adhesion Wealth Advisor Solutions | Charlotte | $11.05 billion | 0 |
| Advisorengine Portfolio Solutions Inc. | Raleigh | $176.4 million | 0 |
| Advisorstrust Partners LLC | Raleigh | $435.3 million | 0 |
| Aim Advisors, LLC | Raleigh | $158.2 million | 0 |
| Alight Financial Advisors, LLC | Charlotte | $35.05 billion | 2 |
| Allen Wealth Management, LLC | Boone | $664.3 million | 0 |
| Allspring Funds Management, LLC | Charlotte | $324.65 billion | 0 |
| Allspring Global Investments, LLC | Charlotte | $475.78 billion | 0 |
| Ally Invest Advisors | Charlotte | $1.73 billion | 4 |
| Alpha Financial Advisors, LLC | Charlotte | $619.3 million | 0 |
| Alphastar Capital Management | Cornelius | $2.50 billion | 3 |
| Altamont Capital Management | Asheville | $412.3 million | 0 |
| Alumina Investment Management | Charlotte | $5.26 billion | 0 |
| Amphora Wealth Management, LLC | Chapel Hill | $196.2 million | 0 |
| Arbor Investment Advisors | Winston-salem | $1.29 billion | 0 |
| Ark Royal Wealth Management LLC | Raleigh | $169.3 million | 0 |
| Armor Investment Advisors, LLC | Raleigh | $356.0 million | 0 |
| Asana Partners, LP | Charlotte | $8.35 billion | 0 |
| Ascendor Wealth, LLC | Wilmington | $145.6 million | 0 |
| Aspire Private Capital | Cornelius | $509.7 million | 4 |
| Atlantic Private Wealth, LLC | Chapel Hill | $894.0 million | 0 |
| Auctus Advisors LLC | Charlotte | $612.9 million | 0 |
| Barings LLC | Charlotte | $392.75 billion | 2 |
| Bd Investment Partners, LLC | Raleigh | $223.7 million | 0 |
| Beacon Capital Advisory Group | Charlotte | $223.5 million | 0 |
| Beacon Financial Strategies Corp. | Raleigh | $309.4 million | 0 |
| Beacon Wealthcare LLC | Raleigh | $308.3 million | 0 |
| Bell Partners | Greensboro | $6.12 billion | 0 |
| Biltmore Family Office, LLC | Charlotte | $3.47 billion | 0 |
| Blue Financial | Charlotte | $145.1 million | 0 |
| Blue Water Capital Management, LLC | Apex | $159.8 million | 0 |
| Blueprint Financial Advisors | Charlotte | $1.41 billion | 1 |
| Blueprint Fund Management | Greensboro | $340.5 million | 0 |
| Blueprint Investment Partners LLC | Greensboro | $1.78 billion | 0 |
| Bluesky Wealth Advisors, LLC | New Bern | $1.00 billion | 0 |
| Bp Asset Management Inc. | Charlotte | $155.3 million | 0 |
| Bragg Financial Advisors Inc | Charlotte | $4.67 billion | 0 |
| Brighthouse Investment Advisers, LLC | Charlotte | $132.63 billion | 0 |
| Broad Reach Capital LLC | Raleigh | $180.5 million | 0 |
| Broyhill Asset Management, LLC | Charlotte | $204.5 million | 0 |
| Bsg Advisers | Apex | $134.8 million | 0 |
| Calamita Wealth Management | Charlotte | $138.2 million | 0 |
| Cannon Advisors | Charlotte | $181.6 million | 0 |
| Cannon Wealth Management Services | Winston-salem | $245.2 million | 0 |
| Capital Advisers, Inc. | Raleigh | $620.0 million | 0 |
| Capital Investment Advisory Services, LLC | Raleigh | $2.39 billion | 2 |
| Capital Investment Counsel Inc | Raleigh | $1.02 billion | 0 |
| Capital Management LLC | Greensboro | $383.0 million | 0 |
| Capitala Private Advisors, LLC | Charlotte | $505.1 million | 0 |
| Captrust | Raleigh | $1.24 trillion | 0 |
| Cardinal Capital Management Inc | Raleigh | $1.03 billion | 0 |
| Carolina Financial Advisors, Inc. | Greensboro | $240.9 million | 0 |
| Carolina Wealth Management, Inc. | Greenville | $798.5 million | 0 |
| Carousel Capital Management Company, L.P. | Charlotte | $1.91 billion | 0 |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3 million | 2 |
| Cassia Capital Partners LLC | Winston-salem | $251.2 million | 0 |
| Castle Wealth Group | Mooresville | $0 | 0 |
| Charter Wealth Management | Raleigh | $195.6 million | 0 |
| Churchill Investment Management LLC | Charlotte | $12.14 billion | 0 |
| Clearview Wealth Management | Charlotte | $182.4 million | 0 |
| Collegiate Capital Management, Inc. | Raleigh | $653.0 million | 0 |
| Collie Financial Planning, Inc. | Black Mountain | $162.9 million | 0 |
| Collwick Funds Gp, LLC | Charlotte | $439.6 million | 0 |
| Colony Family Offices, LLC | Charlotte | $3.36 billion | 0 |
| Colton Groome Financial Advisors, LLC | Asheville | $724.9 million | 0 |
| Comperio Retirement Consulting, Inc. | Cary | $1.99 billion | 0 |
| Cordgrass Capital Advisors, LLC | Raleigh | $729.9 million | 0 |
| Cornerstone Advisors, LLC | Asheville | $3.04 billion | 0 |
| Cornerstone Wealth | Huntersville | $2.49 billion | 0 |
| Cornerstone Wealth Planning | Charlotte | $485.9 million | 0 |
| Corrum Capital Management | Charlotte | $1.39 billion | 0 |
| Corrum Capital Management LLC | Charlotte | $1.39 billion | 0 |
| Counterweight Private Wealth | Wilmington | $207.2 million | 0 |
| Course Management Investment Advisors, LLC | Pinehurst | $100.3 million | 0 |
| Crossgen Wealth LLC | Greenville | $222.8 million | 0 |
| Crown Wealth Group LLC | Charlotte | $502.4 million | 0 |
| Davis Investment Partners, LLC | Charlotte | $390.0 million | 0 |
| Defender Capital | Charlotte | $510.0 million | 0 |
| Delegate Advisors, LLC | Chapel Hill | $1.71 billion | 0 |
| Dolan Capital Advisors, LLC | Charlotte | $179.1 million | 0 |
| Dovetail Financial Group LLC | Wilmington | $298.9 million | 0 |
| Dreher Financial Partners | Southern Pines | $148.2 million | 0 |
| Eastover Capital Management | Charlotte | $392.3 million | 0 |
| Emerald Asset Management, Inc. | Rocky Mount | $120.8 million | 0 |
| Eqv Advisory, LLC | Raleigh | $106.8 million | 0 |
| Eton Advisors | Chapel Hill | $1.89 billion | 0 |
| Evergreen Wealth Advisors | Raleigh | $112.5 million | 0 |
| Everstar Asset Management, LLC | Mooresville | $336.7 million | 0 |
| Falfurrias Management Partners LP | Charlotte | $3.71 billion | 0 |
| Family Legacy Financial Solutions, LLC | Cary | $174.5 million | 0 |
| Family Wealth Partners, LLC | Matthews | $392.4 million | 0 |
| Fc Capital Management LLC | Charlotte | $1.61 billion | 0 |
| Fca Partners, LLC | Charlotte | $910.3 million | 0 |
| Financial Symmetry Inc. | Raleigh | $1.54 billion | 0 |
| Findicia, Inc. | Raleigh | $0 | 0 |
| First Citizens Asset Management, Inc | Raleigh | $465.1 million | 5 |
| First Citizens Investor Services, Inc. | Raleigh | $2.63 billion | 5 |
| First Financial Group | Raleigh | $317.0 million | 0 |
| First Oak Wealth Management, LLC | Raleigh | $316.2 million | 2 |
| First Tryon Advisors | Charlotte | $1.01 billion | 0 |
| Five Points Capital LLC | Winston-salem | $1.45 billion | 0 |
| Forest Capital | Charlotte | $143.2 million | 0 |
| Fortress Private Ledger, LLC | Raleigh | $584.0 million | 0 |
| Founders Financial Alliance, LLC | Raleigh | $1.19 billion | 0 |
| Franklin Street Advisors Inc. | Chapel Hill | $4.53 billion | 3 |
| Frazier Financial Consultants, LLC | Chapel Hill | $196.0 million | 0 |
| Front Porch Financial Advisory | Charlotte | $181.3 million | 0 |
| Fund Direct Advisors Inc. | Greensboro | $593.0 million | 0 |
| Garden City Management, LLC | Charlotte | $343.8 million | 0 |
| Gibert Wealth Management | Charlotte | $316.0 million | 0 |
| Global Endowment Management, LP | Charlotte | $12.88 billion | 0 |
| Gouws Capital LLC | Charlotte | $209.9 million | 0 |
| Gragg Financial | Shelby | $215.4 million | 0 |
| Graham Partners | Asheville | $492.7 million | 0 |
| Granada Wealth Management, LLC | Davidson | $171.4 million | 0 |
| Granville Capital, Inc. | Greensboro | $1.37 billion | 0 |
| Greenway Wealth Advisors, LLC | Charlotte | $184.5 million | 0 |
| Guardian Wealth Advisors, LLC | Raleigh | $2.74 billion | 3 |
| H. L. Ormond & Company, LLC | Greenville | $401.4 million | 0 |
| Hale Partnership Capital Management, LLC | Charlotte | $788.3 million | 0 |
| Halifax Investment Management, L.L.C. | Raleigh | $1.90 billion | 0 |
| Hamilton Point Investment Advisors, LLC | Chapel Hill | $1.21 billion | 0 |
| Hatteras Investment Partners, LP | Raleigh | $114.8 million | 1 |
| Hayden Harper Wealth Advisory, LLC | Charlotte | $171.1 million | 0 |
| Hcg Fund Management LP | Raleigh | $347.3 million | 0 |
| Hicks & Associates Wealth Management, LLC | Cary | $119.6 million | 0 |
| Hilltop Wealth Advisors, LLC | Chapel Hill | $635.5 million | 1 |
| Hobart Wealth | Charlotte | $558.2 million | 0 |
| Holcombe & Mcgrath | Asheville | $155.9 million | 0 |
| Holderness Investments Co | Greensboro | $660.7 million | 0 |
| Hollingsworth Avent Averre & Purvis, Pa | Raleigh | $177.4 million | 0 |
| Horizon Financial Services, LLC | Winston-salem | $262.4 million | 0 |
| Horizon Investments LLC | Charlotte | $8.47 billion | 0 |
| Horizons Wealth Management | Asheville | $258.2 million | 0 |
| Hunter Street Investment Advisors LLC | Apex | $166.4 million | 0 |
| Ia Network, LLC | Charlotte | $199.5 million | 0 |
| Ifc Core Investment Management LLC | Raleigh | $742.4 million | 0 |
| Ifc Investment Management, LLC | Raleigh | $0 | 0 |
| Independent Advisor Alliance, LLC | Charlotte | $17.23 billion | 0 |
| Independent Wealth Advisors, LLC | Cary | $195.3 million | 0 |
| Indexperts, LLC | Charlotte | $100.9 million | 0 |
| Innovation Partners LLC | Charlotte | $21.7 million | 0 |
| Insight Folios | Charlotte | $331.3 million | 0 |
| Integrated Wealthcare, LLC | Durham | $218.2 million | 0 |
| Integrative Planning, Inc. | Cornelius | $101.4 million | 1 |
| Intercarolina Financial Services, Inc. | Greensboro | $85.4 million | 1 |
| Investor Advisory Group | Charlotte | $172.1 million | 0 |
| Ip Financial Advisory Services LLC | Charlotte | $481.4 million | 0 |
| Ironsides Asset Advisors, LLC | Rocky Mount | $1.42 billion | 0 |
| Joel Adams and Associates Inc. | Asheville | $305.6 million | 0 |
| Kanbrick LLC | Charlotte | $362.2 million | 0 |
| Kenneth Frenke & Co | Arden | $206.5 million | 0 |
| Kensington Financial Group, Inc. | Winston-salem | $169.5 million | 0 |
| Kerusso Capital Management, LLC | Winston-salem | $222.4 million | 0 |
| Kian Capital Partners, LLC | Charlotte | $1.10 billion | 0 |
| Kucharo Wealth | Charlotte | $123.7 million | 0 |
| Kuhn Advisors, Inc. | Durham | $800.8 million | 0 |
| Laurel Wealth Advisors, LLC | Charlotte | $1.11 billion | 0 |
| Level Wealth Management LLC | Greensboro | $236.5 million | 0 |
| Lewis Financial Management, LLC | Raleigh | $338.7 million | 0 |
| Lifeplan Group | Raleigh | $326.0 million | 0 |
| Linden Thomas Advisory Services, LLC | Charlotte | $1.77 billion | 3 |
| Live Oak Private Wealth, LLC | Wilmington | $1.32 billion | 0 |
| Lumina Wealth Management, LLC | Wilmington | $240.2 million | 0 |
| Lyon Wealth Advisors | Charlotte | $311.4 million | 0 |
| Masonboro Advisors | Wilmington | $206.5 million | 0 |
| Mauney-pitt Financial Management, Inc. | Shelby | $418.0 million | 0 |
| Mbl Advisors | Charlotte | $1.42 billion | 0 |
| Milestone Investments, Inc. | Charlotte | $277.3 million | 0 |
| Mill Capital Management, LLC | Concord | $1.49 billion | 0 |
| Millbank Dartmoor Portsmouth LLC | Asheville | $263.2 million | 0 |
| Modern Capital Advisors, LLC | Raleigh | $254.8 million | 3 |
| Morgan Creek Capital Management, LLC | Chapel Hill | $1.79 billion | 0 |
| Muirfield Wealth Advisors LLC | Charlotte | $255.8 million | 0 |
| Namcoa | Mooresville | $404.3 million | 2 |
| Naples Private Capital, LLC | Mooresville | $0 | 1 |
| New Republic Partners | Charlotte | $3.03 billion | 0 |
| Novare Capital Management | Charlotte | $1.92 billion | 0 |
| Oak City Investment Consulting | Wake Forest | $1.43 billion | 0 |
| Obp Capital | Rocky Mount | $168.8 million | 0 |
| Octagon Asset Management, LLC | Charlotte | $221.2 million | 0 |
| Old North State Wealth Management, LLC | Wilmington | $452.6 million | 0 |
| Old Peak Finance | Chapel Hill | $714.1 million | 0 |
| Olde Raleigh Financial Group | Raleigh | $0 | 0 |
| Omnistar Financial Group, Inc. | Wilmington | $285.7 million | 0 |
| Pamlico Capital | Charlotte | $5.30 billion | 0 |
| Passport Wealth Management | Cornelius | $115.3 million | 0 |
| Peace of Mind Wealth Management | Raleigh | $283.3 million | 0 |
| Pendleton Financial Wealth Management | Raleigh | $160.0 million | 0 |
| Phoenix Wealth Advisors Inc. | Chapel Hill | $641.4 million | 0 |
| Physicians Financial Services, Inc. | Raleigh | $482.3 million | 0 |
| Piedmont Capital Management, LLC | Greenboro | $495.6 million | 0 |
| Pinafore Wealth Counsel Inc. | Durham | $173.6 million | 0 |
| Plexus Capital | Raleigh | $3.77 billion | 0 |
| Portus Wealth Advisors, LLC | Charlotte | $204.1 million | 0 |
| Powell Wealth | Cornelius | $229.2 million | 0 |
| Private Wealth Management of North Carolina LLC | Henderson | $162.8 million | 0 |
| Professional Wealth Management Services LLC | Statesville | $136.2 million | 0 |
| Providence Capital Advisors, LLC | Charlotte | $1.07 billion | 0 |
| Pursuit Wealth Strategies, LLC | Raleigh | $457.5 million | 0 |
| Qhp Capital, L.P. | Raleigh | $4.57 billion | 0 |
| Quantitative Process, LLC | Charlotte | $502.1 million | 0 |
| Quest 10 Wealth Builders, Inc. | Fuquay Varina | $237.7 million | 0 |
| Raleigh Capital Management Inc. | Cary | $397.8 million | 0 |
| Reh Wealth Advisors LLC | Raleigh | $110.5 million | 0 |
| Reichard Capital, LLC | Charlotte | $341.0 million | 0 |
| Reliant Investment Partners, LLC | Pinehurst | $268.3 million | 0 |
| Ridgeline Wealth Advisors, LLC. | Raleigh | $189.0 million | 0 |
| Ridgemont Partners Management, LLC | Charlotte | $10.26 billion | 0 |
| Saber Capital Management LLC | Fuquay Varina | $129.3 million | 0 |
| Safe Harbor Family Capital, LLC | Chapel Hill | $613.9 million | 0 |
| Salem Investment Counselors Inc | Winston-salem | $4.19 billion | 0 |
| Sapere Wealth Management, LLC | Matthews | $604.8 million | 3 |
| Scholar Financial Advising, LLC | Winston-salem | $0 | 0 |
| Semmax Financial Advisors, Inc. | Winston-salem | $495.4 million | 0 |
| Shah Capital Management | Raleigh | $768.0 million | 0 |
| Sharpvue Capital, LLC | Raleigh | $465.2 million | 0 |
| Sheets Smith Wealth Management | Winston-salem | $1.37 billion | 0 |
| Shining Rock Advisors LLC | Asheville | $153.8 million | 0 |
| Silverback Asset Management, LLC | Durham | $1.19 billion | 0 |
| Silvercap Partners | Charlotte | $0 | 0 |
| Sledge and Company Wealth Advisors | High Point | $183.4 million | 0 |
| Slp Wealth | Durham | $63.7 million | 0 |
| Smith Partners Wealth Management, LLC | Greensboro | $196.1 million | 0 |
| Smith Salley Wealth Management | Greensboro | $2.89 billion | 0 |
| Sound Financial Management, Inc. | Raleigh | $134.1 million | 0 |
| Sparta Wealth Partners | Charlotte | $315.8 million | 2 |
| Spartan Planning Group | Greensboro | $383.7 million | 0 |
| Spp Management Services, LLC | Charlotte | $623.6 million | 0 |
| Steele Creek Investment Management LLC | Charlotte | $1.74 billion | 0 |
| Stepstone Private Wealth | Charlotte | $17.93 billion | 0 |
| Sterling Capital Management LLC | Charlotte | $69.23 billion | 1 |
| Strategic Advisory Partners | Greensboro | $191.4 million | 0 |
| Strathmore Capital Advisors | Charlotte | $805.0 million | 0 |
| Structural Solutions LLC | Chapel Hill | $133.0 million | 0 |
| Tagstone Capital, Inc. | Charlotte | $368.9 million | 0 |
| Tannin Capital, LLC | Charlotte | $824.9 million | 1 |
| Tar River Wealth Planning, LLC | Louisburg | $401.2 million | 0 |
| Tarheel Advisors, LLC | Chapel Hill | $137.8 million | 0 |
| Tassel Capital Management, Inc | Matthews | $266.0 million | 0 |
| Terra Wealth | High Point | $152.0 million | 0 |
| Thayer Financial, L.L.C. | Hickory | $106.4 million | 0 |
| The Breit Group | Wrightsville Beach | $131.6 million | 0 |
| The Financial Legacy Group | Charlotte | $107.3 million | 0 |
| The Pines Wealth Management, LLC | Southern Pines | $485.9 million | 0 |
| The Wealth Group, Ltd | Raleigh | $160.2 million | 0 |
| Three Magnolias Financial Advisors | Winston-salem | $487.1 million | 1 |
| Tilia Fiduciary Partners, Inc. | Wilmington | $403.7 million | 0 |
| Timonier | Winston-salem | $450.3 million | 0 |
| Tiverton Advisors, LLC | Raleigh | $2.14 billion | 0 |
| Tolley Financial Group, LLC | Raleigh | $121.9 million | 0 |
| Topsail Wealth Management LLC | Charlotte | $1.31 billion | 0 |
| Townsend Asset Management Corp. | Raleigh | $479.6 million | 0 |
| Tradewinds, LLC | Raleigh | $659.4 million | 0 |
| Trg Capital Management, Inc. | Raleigh | $118.2 million | 0 |
| Triangle Wealth Management | Raleigh | $1.29 billion | 0 |
| Tricapital Wealth Management, Inc. | Charlotte | $132.7 million | 0 |
| Truebridge Capital Partners | Chapel Hill | $11.24 billion | 0 |
| Twin City Private Wealth, LLC | Winston-salem | $151.3 million | 0 |
| Uwharrie Investment Advisors, Inc. | Albemarle | $337.8 million | 0 |
| Variant Perception | Charlotte | $31.9 million | 3 |
| Veratis Advisors, Inc. | Cary | $5.99 billion | 0 |
| Verger Capital Management | Winston-salem | $3.28 billion | 0 |
| Verity Asset Management | Durham | $1.15 billion | 4 |
| Verum Partners LLC | Charlotte | $1.01 billion | 0 |
| Vested Finance | Durham | $0 | 0 |
| Vn Capital Management, LLC | Greensboro | $63.0 million | 0 |
| Wealthpoint Advisors | Cramerton | $147.1 million | 0 |
| Wealthshield Partners, LLC | Cary | $1.27 billion | 0 |
| Wedge Capital Management LLP | Charlotte | $8.13 billion | 0 |
| Wells Fargo Investment Institute, Inc. | Charlotte | $43.00 billion | 12 |
| Wells Financial Management, LLC | Asheville | $132.7 million | 0 |
| West Financial Strategies, Inc. | Sanford | $121.0 million | 0 |
| Westend Advisors, LLC | Charlotte | $1.87 billion | 0 |
| Westhampton Capital | Winston-salem | $238.5 million | 0 |
| White Oak Financial Management, Inc | Asheville | $143.5 million | 0 |
| White Oak Wealth Partners | Raleigh | $110.5 million | 0 |
| Whitener Capital Management, Inc | Rocky Mount | $598.5 million | 0 |
| Wms Advisors, LLC | Charlotte | $280.9 million | 0 |
| Woodard & Co Asset Management Group Inc | Bermuda Run | $1.17 billion | 0 |
| Woodward Financial Advisors, Inc. | Chapel Hill | $641.5 million | 0 |
| Worth Advisors | Charlotte | $280.7 million | 0 |
| Wsc & Company, LLC | Charlotte | $320.4 million | 0 |
| Zuraw Financial Advisors, LLC | Greensboro | $519.9 million | 0 |