| Sterling Capital Management LLC | Charlotte | $66.16B | — |
| Wells Fargo Investment Institute, Inc. | Charlotte | $40.82B | — |
| Alight Financial Advisors, LLC | Charlotte | $30.88B | — |
| Alumina Investment Management, LLC | Charlotte | $14.68B | — |
| Independent Advisor Alliance, LLC | Charlotte | $14.07B | — |
| Global Endowment Management, LP | Charlotte | $12.06B | 130 |
| Atria Investments, Inc. | Charlotte | $10.43B | — |
| Churchill Investment Management LLC | Charlotte | $10.01B | — |
| Truebridge Capital Partners LLC | Chapel Hill | $9.57B | 95 |
| Ridgemont Partners Management, LLC | Charlotte | $8.25B | 30 |
| Stepstone Group Private Wealth LLC | Charlotte | $8.17B | — |
| Wedge Capital Management LLP | Charlotte | $7.65B | — |
| Asana Partners, LP | Charlotte | $7.02B | 7 |
| Horizon Investments LLC | Charlotte | $5.36B | — |
| Bell Partners Investment Manager, LLC | Greensboro | $5.23B | 24 |
| Veratis Advisors, Inc. | Cary | $4.48B | — |
| Pamlico Capital Management, LP | Charlotte | $4.46B | 6 |
| Franklin Street Advisors, Inc. | Chapel Hill | $3.93B | 5 |
| Bragg Financial Advisors Inc | Charlotte | $3.9B | — |
| Salem Investment Counselors Inc | Winston Salem | $3.84B | — |
| Biltmore Family Office, LLC | Charlotte | $3.16B | — |
| Falfurrias Management Partners LP | Charlotte | $3.16B | 5 |
| Qhp Capital, L.P. | Raleigh | $3.09B | 13 |
| Colony Family Offices, LLC | Charlotte | $2.99B | — |
| Verger Capital Management LLC | Winston-Salem | $2.87B | 1 |
| Cornerstone Advisors, LLC | Asheville | $2.53B | — |
| New Republic Capital, LLC | Charlotte | $2.51B | 12 |
| Steele Creek Investment Management LLC | Charlotte | $2.37B | 10 |
| Smith, Salley & Associates, LLC | Greensboro | $2.34B | — |
| Cornerstone Wealth Group, LLC | Huntersville | $2.11B | — |
| First Citizens Investor Services, Inc. | Raleigh | $2.1B | — |
| Guardian Wealth Advisors, LLC | Raleigh | $2.05B | — |
| Tiverton Advisors, LLC | Raleigh | $2.02B | 8 |
| Comperio Retirement Consulting, Inc. | Cary | $2.01B | — |
| Eton Advisors Group, LLC | Chapel Hill | $1.94B | 5 |
| Capital Investment Advisory Services, LLC | Raleigh | $1.93B | — |
| Fc Capital Management LLC | Charlotte | $1.88B | 6 |
| Alphastar Capital Management, LLC | Cornelius | $1.84B | — |
| Halifax Investment Management, L.L.C. | Raleigh | $1.81B | 8 |
| Plexus Capital, LLC | Raleigh | $1.73B | 13 |
| Novare Capital Management | Charlotte | $1.72B | — |
| Westend Advisors, LLC | Charlotte | $1.7B | — |
| Carousel Capital Management Company, L.P. | Charlotte | $1.67B | 10 |
| Linden Thomas Advisory Services, LLC | Charlotte | $1.63B | — |
| Novaquest Capital Management, L.L.C. | Raleigh | $1.59B | 36 |
| Morgan Creek Capital Management, LLC | Chapel Hill | $1.51B | 33 |
| Delegate Advisors, LLC | Chapel Hill | $1.46B | 1 |
| Ally Invest Advisors Inc | Charlotte | $1.39B | — |
| Mill Capital Management, LLC | Concord | $1.37B | — |
| Oak City Consulting, LLC | Wake Forest | $1.26B | — |