| Ally Invest Advisors Inc | Charlotte | $1.73B | — |
| Delegate Advisors, LLC | Chapel Hill | $1.71B | 1 |
| Fc Capital Management LLC | Charlotte | $1.61B | 7 |
| Financial Symmetry Incorporated | Raleigh | $1.54B | — |
| Mill Capital Management, LLC | Concord | $1.49B | — |
| Five Points Capital LLC | Winston-Salem | $1.45B | 14 |
| Oak City Consulting, LLC | Wake Forest | $1.43B | — |
| Ironsides Asset Advisors, LLC | Rocky Mount | $1.42B | — |
| Mbl Wealth, LLC | Charlotte | $1.42B | — |
| Blueprint Financial Advisors LLC | Charlotte | $1.41B | — |
| CC Management GP, LLC | Charlotte | $1.39B | 2 |
| Granville Capital, Inc. | Greensboro | $1.37B | 7 |
| Sheets Smith Wealth Management | Winston Salem | $1.37B | — |
| Live Oak Private Wealth, LLC | Wilmington | $1.32B | — |
| Topsail Wealth Management LLC | Charlotte | $1.31B | — |
| Triangle Securities Wealth Management, Inc | Raleigh | $1.29B | — |
| Arbor Investment Advisors, LLC | Winston Salem | $1.29B | — |
| Wealthshield Partners, LLC | Cary | $1.27B | — |
| Absher Wealth Management, LLC | Chapel Hill | $1.26B | — |
| Hamilton Point Investment Advisors, LLC | Chapel Hill | $1.21B | — |
| Silverback Asset Management, LLC | Durham | $1.19B | 2 |
| Founders Financial Alliance, LLC | Raleigh | $1.19B | — |
| Woodard & Co Asset Management Group Inc | Bermuda Run | $1.17B | — |
| Verity Asset Management, Inc. | Durham | $1.15B | — |
| Laurel Wealth Advisors, LLC | Charlotte | $1.11B | — |
| Kian Capital Partners, LLC | Charlotte | $1.1B | 7 |
| Providence Capital Advisors, LLC | Charlotte | $1.07B | — |
| Cardinal Capital Management Inc | Raleigh | $1.03B | — |
| Capital Investment Counsel Inc | Raleigh | $1.02B | — |
| Verum Partners LLC | Charlotte | $1.01B | — |
| Fta Asset Management, LLC | Charlotte | $1.01B | — |
| Bluesky Wealth Advisors, LLC | New Bern | $1B | — |
| Fca Partners, LLC | Charlotte | $910.3M | — |
| Atlantic Private Wealth, LLC | Chapel Hill | $894M | — |
| Tannin Capital, LLC | Charlotte | $824.9M | — |
| Strathmore Capital Advisors, Inc. | Charlotte | $805M | — |
| Kuhn Advisors, Inc. | Durham | $800.8M | — |
| Carolina Wealth Management, Inc. | Greenville | $798.5M | — |
| Hale Partnership Capital Management, LLC | Charlotte | $788.3M | 7 |
| Shah Capital Management, Inc | Raleigh | $768M | 1 |
| Ifc Core Investment Management LLC | Raleigh | $742.4M | — |
| Oak Harbor Wealth Partners, LLC | Raleigh | $729.9M | — |
| Colton Groome Financial Advisors, LLC | Asheville | $724.9M | — |
| Old Peak Finance LLC | Chapel Hill | $714.1M | — |
| ABS Legacy Partners, LLC | Hickory | $670.8M | — |
| Allen Wealth Management, LLC | Boone | $664.3M | — |
| Holderness Investments Co | Greensboro | $660.7M | — |
| Tradewinds, LLC | Raleigh | $659.4M | — |
| Collegiate Capital Management, Inc. | Raleigh | $653M | — |
| One8zero8, LLC | Greensboro | $644.6M | — |