| 101 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 102 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 103 | TIDEHAVEN WEALTH, LLC | MOUNT PLEASANT | 281814 | $125.0M | 2 | 2026-03-31 | → |
| 104 | BRICKELL KEY ASSET MANAGEMENT LLC | CHARLESTON | 295209 | $119.9M | 4 | 2026-03-31 | → |
| 105 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 106 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 107 | GENEROUSWEALTH, LLC | SUMMERVILLE | 308263 | $110.4M | 3 | 2026-04-30 | → |
| 108 | BLUE GRANITE CAPITAL, LLC | CHARLESTON | 125607 | $108.8M | 3 | 2026-03-31 | → |
| 109 | IDLE HILL ADVISORS LLC | GREENVILLE | 317040 | $107.5M | 7 | 2026-06-30 | → |
| 110 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 111 | E & R WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 171271 | $104.8M | 3 | 2026-03-31 | → |
| 112 | TAVERIK CAPITAL, LLC | GREENVILLE | 156594 | $97.5M | 10 | 2026-03-31 | → |
| 113 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 114 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 115 | PROSPERA FUNDS, INC. | ISLE OF PALMS | 331765 | $4.6M | 4 | 2026-03-31 | → |
| 116 | MATTY AI INC. | GREENVILLE | 317016 | $39,330 | 2 | 2026-03-31 | → |