| Captrust | $1.24 trillion | 1,841 | 0 |
| Qhp Capital, L.P. | $4.57 billion | 25 | 0 |
| Plexus Capital | $3.77 billion | 50 | 0 |
| Guardian Wealth Advisors, LLC | $2.74 billion | 50 | 3 |
| First Citizens Investor Services, Inc. | $2.63 billion | 352 | 5 |
| Capital Investment Advisory Services, LLC | $2.39 billion | 91 | 2 |
| Tiverton Advisors, LLC | $2.14 billion | 41 | 0 |
| Halifax Investment Management, L.L.C. | $1.90 billion | 18 | 0 |
| Financial Symmetry Inc. | $1.54 billion | 35 | 0 |
| Triangle Wealth Management | $1.29 billion | 14 | 0 |
| Founders Financial Alliance, LLC | $1.19 billion | 31 | 0 |
| Cardinal Capital Management Inc | $1.03 billion | 4 | 0 |
| Capital Investment Counsel Inc | $1.02 billion | 11 | 0 |
| Shah Capital Management | $768.0 million | 4 | 0 |
| Ifc Core Investment Management LLC | $742.4 million | 44 | 0 |
| Cordgrass Capital Advisors, LLC | $729.9 million | 8 | 0 |
| Tradewinds, LLC | $659.4 million | 12 | 0 |
| Collegiate Capital Management, Inc. | $653.0 million | 8 | 0 |
| Capital Advisers, Inc. | $620.0 million | 5 | 0 |
| Fortress Private Ledger, LLC | $584.0 million | 22 | 0 |
| Physicians Financial Services, Inc. | $482.3 million | 6 | 0 |
| Townsend Asset Management Corp. | $479.6 million | 7 | 0 |
| Sharpvue Capital, LLC | $465.2 million | 9 | 0 |
| First Citizens Asset Management, Inc | $465.1 million | 58 | 5 |
| Pursuit Wealth Strategies, LLC | $457.5 million | 7 | 0 |
| Advisorstrust Partners LLC | $435.3 million | 6 | 0 |
| Armor Investment Advisors, LLC | $356.0 million | 6 | 0 |
| Hcg Fund Management LP | $347.3 million | 11 | 0 |
| Lewis Financial Management, LLC | $338.7 million | 2 | 0 |
| Lifeplan Group | $326.0 million | 9 | 0 |
| First Financial Group | $317.0 million | 4 | 0 |
| First Oak Wealth Management, LLC | $316.2 million | 3 | 2 |
| Beacon Financial Strategies Corp. | $309.4 million | 7 | 0 |
| Beacon Wealthcare LLC | $308.3 million | 6 | 0 |
| Peace of Mind Wealth Management | $283.3 million | 18 | 0 |
| Modern Capital Advisors, LLC | $254.8 million | 19 | 3 |
| Bd Investment Partners, LLC | $223.7 million | 9 | 0 |
| Charter Wealth Management | $195.6 million | 4 | 0 |
| Ridgeline Wealth Advisors, LLC. | $189.0 million | 7 | 0 |
| Broad Reach Capital LLC | $180.5 million | 4 | 0 |
| Hollingsworth Avent Averre & Purvis, Pa | $177.4 million | 3 | 0 |
| Advisorengine Portfolio Solutions Inc. | $176.4 million | 1 | 0 |
| Ark Royal Wealth Management LLC | $169.3 million | 4 | 0 |
| The Wealth Group, Ltd | $160.2 million | 8 | 0 |
| Pendleton Financial Wealth Management | $160.0 million | 4 | 0 |
| Aim Advisors, LLC | $158.2 million | 5 | 0 |
| Sound Financial Management, Inc. | $134.1 million | 2 | 0 |
| Tolley Financial Group, LLC | $121.9 million | 1 | 0 |
| Trg Capital Management, Inc. | $118.2 million | 5 | 0 |
| Hatteras Investment Partners, LP | $114.8 million | 9 | 1 |
| Evergreen Wealth Advisors | $112.5 million | 18 | 0 |
| Reh Wealth Advisors LLC | $110.5 million | 1 | 0 |
| White Oak Wealth Partners | $110.5 million | 2 | 0 |
| Eqv Advisory, LLC | $106.8 million | 6 | 0 |
| Olde Raleigh Financial Group | $0 | 7 | 0 |
| Findicia, Inc. | $0 | 1 | 0 |
| Ifc Investment Management, LLC | $0 | 44 | 0 |