| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | 0 |
| Abacus Planning Group, Inc. | Columbia | $2.16 billion | 2 |
| Advisor.com | Charleston | $126.8 million | 0 |
| Allison Investment Management, LLC | Columbia | $170.4 million | 0 |
| Altriarch Asset Management, LLC | Charleston | $349.1 million | 0 |
| Anchor Investment Management | Columbia | $1.52 billion | 0 |
| Anderson Griggs Investments | Rock Hill | $133.6 million | 0 |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | 0 |
| Apollon Wealth Management, LLC | Mount Pleasant | $11.56 billion | 0 |
| Apricus Wealth LLC | Beaufort | $335.7 million | 0 |
| Auranser Inc. | Fort Mill | $0 | 0 |
| Ballast Rock Private Wealth | Charleston | $405.7 million | 0 |
| Bca Private Wealth, Inc. | Greenville | $317.3 million | 0 |
| Beers Kight Financial Advisors, LLC | Columbia | $179.4 million | 0 |
| Blue Granite Capital, LLC | Charleston | $108.8 million | 0 |
| Bna Wealth | Rock Hill | $619.8 million | 1 |
| Bowside Capital, LLC | Charleston | $229.8 million | 0 |
| Breach Inlet Capital Management, LLC | Mount Pleasant | $227.7 million | 0 |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | 0 |
| Burkett Financial Services, LLC | Rock Hill | $572.6 million | 0 |
| Capasso Planning Partners LLC | Charleston | $274.2 million | 0 |
| Carolina Wealth Advisors | Myrtle Beach | $313.4 million | 0 |
| Carroll Investors, Inc. | Mount Pleasant | $221.4 million | 0 |
| Catawba River Capital | Lake Wylie | $325.1 million | 0 |
| Ccm Investment Advisers, LLC | Columbia | $1.55 billion | 0 |
| Charleston Financial Advisors, LLC | Charleston | $262.4 million | 0 |
| Coastal Wealth Advisors, LLC | Johns Island | $106.6 million | 0 |
| Coastline Complete Wealth LLC | Bluffton | $213.6 million | 0 |
| Cobblers Cove Capital LP | Charleston | $0 | 0 |
| Colonial Trust Advisors, Inc. | Spartanburg | $1.85 billion | 0 |
| Concorde Financial Resources | York | $231.0 million | 0 |
| Copperleaf Capital, LLC | Clover | $281.6 million | 0 |
| Core Advisory Group | Rock Hill | $338.4 million | 0 |
| Curran Financial Partners, LLC | Daniel Island | $749.4 million | 0 |
| Davinci Financial Designs | Columbia | $222.8 million | 0 |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | 0 |
| Discipline Wealth Solutions, Inc. | Greenville | $746.7 million | 0 |
| Dividend Assets Capital, LLC | Ridgeland | $540.8 million | 0 |
| Family Legacy, Inc. | Greenville | $377.3 million | 0 |
| Foster Victor | Greenville | $2.64 billion | 0 |
| Frontline Healthcare Partners | Charleston | $168.1 million | 0 |
| Fusion Capital, LLC | Mount Pleasant | $492.3 million | 0 |
| Generouswealth, LLC | Summerville | $110.4 million | 0 |
| Global Frontier Investments, LLC | Charleston | $682.0 million | 0 |
| Global View Investment Advisors, LLC | Greenville | $553.8 million | 0 |
| Goepper Burkhardt LLC | Greenville | $380.3 million | 0 |
| Greenwood Capital Associates, LLC | Greenwood | $1.77 billion | 0 |
| Greystar Investment Group, LLC | Charleston | $36.50 billion | 0 |
| Ground Swell Capital, LLC | Folly Beach | $949.2 million | 0 |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | 2 |
| Hanover Advisors, Inc | Seneca | $354.9 million | 0 |
| Harbour Wealth Management Group, Inc. | Daniel Island | $266.2 million | 0 |
| Hardin Capital Partners, LLC | Greenville | $447.8 million | 0 |
| Headland Capital | Mount Pleasant | $559.3 million | 0 |
| Hilton Head Capital Partners, LLC | Hilton Head Island | $409.5 million | 0 |
| Hilton Head Financial Advisors, Inc. | Hilton Head | $375.1 million | 0 |
| Hms Financial Services, LLC | Columbia | $118.5 million | 0 |
| Hobbs Group Advisors LLC | Columbia | $584.4 million | 0 |
| Idle Hill Advisors LLC | Greenville | $107.5 million | 2 |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | 0 |
| Intentional | Fort Mill | $175.8 million | 0 |
| Ivy Evergreen, LLC | Charleston | $155.0 million | 0 |
| J. Freeman & Associates | Greenville | $175.0 million | 0 |
| Jackson Financial Services, LLC | Mount Pleasant | $498.1 million | 0 |
| Jp Wealth Management, Inc. | Mount Pleasant | $274.0 million | 0 |
| Keen Capital, Ltd | Chapin | $179.7 million | 0 |
| Kinwell LLC | Charleston | $214.7 million | 0 |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 0 |
| Lpl Enterprise, LLC | Fort Mill | $24.94 billion | 10 |
| Lpl Financial LLC | Fort Mill | $819.12 billion | 10 |
| Magnolia Financial Planning Services, Inc. | Seneca | $225.7 million | 0 |
| Match Grade Advisors | Greenville | $479.4 million | 0 |
| Matty Ai Inc. | Greenville | $39,330 | 0 |
| Metis Wealth Management & Planning LLC | Bluffton | $114.9 million | 0 |
| Modern Capital Management, Co. | Mount Pleasant | $90.7 million | 0 |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | 0 |
| Mtm Investment Management, LLC | Spartanburg | $678.1 million | 0 |
| Nicholson Wealth Management Group | Charleston | $322.0 million | 0 |
| Norris Financial Group, LLC | Greenville | $353.0 million | 0 |
| Novus Advisors | Greenville | $91.3 million | 0 |
| Oak Advisors, LLC | Bluffton | $284.7 million | 0 |
| Oak Street Advisors | Myrtle Beach | $126.2 million | 0 |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | 0 |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | 0 |
| Performa Limited (US), LLC | Charleston | $4.49 billion | 0 |
| Permcap Investment Office | Charleston | $4.02 billion | 2 |
| Primetrust Advisors LLC | Greenville | $421.6 million | 2 |
| Prospera Funds, Inc. | Isle of Palms | $4.6 million | 0 |
| Riverbend Wealth Management, LLC | Myrtle Beach | $281.0 million | 0 |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | 0 |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | 0 |
| Southeast Financial Advisors | Greenville | $133.0 million | 0 |
| Southstate Private Capital Management LLC | Columbia | $4.96 billion | 0 |
| Sqn Venture Partners, LLC | Charleston | $137.3 million | 0 |
| Stokes Capital Advisors, LLC | Greenwood | $499.4 million | 0 |
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | 0 |
| Taverik Capital, LLC | Greenville | $97.5 million | 0 |
| The Bedminster Group | Bluffton | $199.0 million | 0 |
| The Cavanaugh Group Inc | Kiawah Island | $485.7 million | 2 |
| The Fiduciary Alliance | Greenville | $2.53 billion | 0 |
| Tidal Creek Capital Advisors | Bluffton | $126.0 million | 0 |
| Tidehaven Wealth, LLC | Mount Pleasant | $125.0 million | 0 |
| Trunorth Advisors | Greenville | $300.8 million | 2 |
| Van Der Noord Financial Advisors, Inc. | Greer | $152.0 million | 0 |
| Verity Investment Partners | Beaufort | $1.40 billion | 0 |
| Victoria Capital Management, Inc. | Charleston | $305.5 million | 0 |
| Volofin Capital Management | Daniel Island | $1.01 billion | 0 |
| Wallick Investments, LLC | Columbia | $168.3 million | 0 |
| Warren Capital Group | Charleston | $131.0 million | 0 |
| Wealth Intelligently Navigated, LLC | Spartanburg | $532.9 million | 0 |
| Wealth Management Advisors, LLC | Greenville | $686.1 million | 0 |
| Websterrogers Financial Advisors, LLC | Florence | $460.5 million | 0 |
| Wildes Financial Strategies, Inc | Georgetown | $138.3 million | 0 |
| William B. Walkup & Associates, Inc. | Columbia | $178.3 million | 0 |
| Yon Drake & Associates Inc | Columbia | $304.7 million | 0 |