| Ironsides Asset Advisors, LLC | Rocky Mount | $1.26B | — |
| Sheets Smith Wealth Management | Winston Salem | $1.24B | — |
| CC Management GP, LLC | Charlotte | $1.24B | 15 |
| Five Points Capital LLC | Winston-Salem | $1.23B | 14 |
| Blueprint Investment Partners LLC | Greensboro | $1.23B | — |
| Financial Symmetry Incorporated | Raleigh | $1.21B | — |
| Triangle Securities Wealth Management, Inc | Raleigh | $1.2B | — |
| Mbl Wealth, LLC | Charlotte | $1.14B | — |
| Granville Capital, Inc. | Greensboro | $1.14B | 7 |
| Absher Wealth Management, LLC | Chapel Hill | $1.1B | — |
| Arbor Investment Advisors, LLC | Winston Salem | $1.09B | — |
| Wealthshield Partners, LLC | Cary | $1.08B | — |
| Live Oak Private Wealth, LLC | Wilmington | $1.07B | — |
| Hamilton Point Investment Advisors, LLC | Chapel Hill | $1.07B | — |
| Silverback Asset Management, LLC | Chapel Hill | $1.04B | 2 |
| Verity Asset Management, Inc. | Durham | $1.04B | — |
| Woodard & Co Asset Management Group Inc | Bermuda Run | $1.04B | — |
| Topsail Wealth Management LLC | Charlotte | $1.03B | — |
| Founders Financial Alliance, LLC | Raleigh | $1B | — |
| Kian Capital Partners, LLC | Charlotte | $985.9M | 5 |
| Laurel Wealth Advisors, LLC | Charlotte | $972.7M | — |
| Providence Capital Advisors, LLC | Charlotte | $916.3M | — |
| Cardinal Capital Management Inc | Raleigh | $891.4M | — |
| Capital Investment Counsel Inc | Raleigh | $889.4M | — |
| Bluesky Wealth Advisors, LLC | New Bern | $849.8M | — |
| Verum Partners LLC | Charlotte | $827.6M | — |
| Atlantic Private Wealth, LLC | Chapel Hill | $787.7M | — |
| Ifc Core Investment Management LLC | Raleigh | $758.2M | — |
| Kuhn Advisors, Inc. | Durham | $753.7M | — |
| Fca Partners, LLC | Charlotte | $741.2M | — |
| Carolina Wealth Management, Inc. | Greenville | $711.8M | — |
| One8zero8, LLC | Greensboro | $651M | — |
| Hale Partnership Capital Management, LLC | Charlotte | $642.9M | 8 |
| Shah Capital Management, Inc | Raleigh | $639.3M | 1 |
| Harber Capital LLC | Asheville | $631.6M | 3 |
| Oak Harbor Wealth Partners, LLC | Raleigh | $623.1M | — |
| Holderness Investments Co | Greensboro | $621M | — |
| ABS Legacy Partners, LLC | Hickory | $615.5M | — |
| Fund Direct Advisors Inc. | Greensboro | $605M | — |
| Collegiate Capital Management, Inc. | Raleigh | $582.3M | — |
| Old Peak Finance LLC | Chapel Hill | $575.2M | — |
| Woodward Financial Advisors, Inc. | Chapel Hill | $574.3M | — |
| Tradewinds, LLC | Raleigh | $560.2M | — |
| Allen Wealth Management, LLC | Boone | $553.9M | — |
| Phoenix Wealth Advisors Inc. | Chapel Hill | $551M | — |
| Spp Management Services, LLC | Charlotte | $546M | 26 |
| Safe Harbor Family Capital, LLC | Chapel Hill | $545.8M | — |
| Tannin Capital, LLC | Charlotte | $512.3M | — |
| Whitener Capital Management, Inc | Rocky Mount | $506.1M | — |
| Capital Advisers, Inc. | Raleigh | $503.5M | — |