| 1 | Inspire Advisors, LLC | $55.9M | 1.2M | Added |
| 2 | LPL Financial LLC | $21.8M | 461,842 | Added |
| 3 | Strategic Equity Management | $9.7M | 206,605 | Trimmed |
| 4 | Bare Financial Services, Inc | $8.1M | 171,255 | Trimmed |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.6M | 161,027 | Added |
| 6 | CWM, LLC | $6.9M | 146,798 | Trimmed |
| 7 | Focus Partners Wealth | $6.3M | 134,560 | Trimmed |
| 8 | OneAscent Financial Services LLC | $5.7M | 120,656 | Added |
| 9 | LVZ, Inc. | $5.1M | 108,758 | Trimmed |
| 10 | MONEYWISE, INC. | $4.8M | 101,372 | Trimmed |
| 11 | Inspire Investing, LLC | $4.5M | 95,117 | Trimmed |
| 12 | GTS SECURITIES LLC | $3.9M | 83,020 | New |
| 13 | Cetera Investment Advisers | $3.9M | 82,993 | Added |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.8M | 81,087 | Added |
| 15 | SUMMIT WEALTH GROUP LLC / CO | $3.8M | 80,297 | Added |
| 16 | PAX Financial Group, LLC | $3.8M | 80,145 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.7M | 78,803 | Trimmed |
| 18 | SILVER OAK SECURITIES, INCORPORATED | $3.0M | 62,841 | Trimmed |
| 19 | Revisor Wealth Management LLC | $2.9M | 62,205 | Trimmed |
| 20 | Geneos Wealth Management Inc. | $2.4M | 50,146 | Trimmed |
| 21 | EverSource Wealth Advisors, LLC | $2.3M | 48,576 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.2M | 47,468 | Trimmed |
| 23 | Gateway Wealth Partners, LLC | $2.1M | 44,592 | Added |
| 24 | WorthPointe, LLC | $2.0M | 42,475 | Trimmed |
| 25 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $1.9M | 39,604 | Added |