| 1 | OneAscent Financial Services LLC | $28.1M | 968,737 | Trimmed |
| 2 | Faithward Advisors, LLC | $15.8M | 545,800 | Added |
| 3 | Bare Financial Services, Inc | $12.8M | 440,015 | Added |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.1M | 348,832 | Trimmed |
| 5 | LPL Financial LLC | $8.0M | 275,970 | Added |
| 6 | CreativeOne Wealth, LLC | $7.4M | 254,471 | New |
| 7 | OneAscent Wealth Management LLC | $7.1M | 243,321 | Trimmed |
| 8 | O'Connor Financial Group LLC | $5.9M | 204,591 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 191,307 | Trimmed |
| 10 | LVZ, Inc. | $4.4M | 152,754 | Trimmed |
| 11 | PAX Financial Group, LLC | $4.0M | 137,113 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.7M | 91,775 | Added |
| 13 | Atria Investments, Inc | $2.5M | 85,742 | Trimmed |
| 14 | Valmark Advisers, Inc. | $2.4M | 83,971 | Added |
| 15 | Strategic Equity Management | $2.1M | 74,014 | Added |
| 16 | EverSource Wealth Advisors, LLC | $1.8M | 60,993 | Added |
| 17 | MONEYWISE, INC. | $1.7M | 57,720 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 53,476 | Added |
| 19 | Sound Financial Strategies Group, LLC | $1.5M | 50,909 | Added |
| 20 | 49 WEALTH MANAGEMENT, LLC | $1.2M | 40,364 | Trimmed |
| 21 | First Heartland Consultants, Inc. | $1.1M | 37,826 | Trimmed |
| 22 | SageOak Financial, LLC | $924,979 | 31,896 | Trimmed |
| 23 | Discipline Wealth Solutions, LLC | $802,807 | 27,683 | New |
| 24 | Tulsa Wealth Advisors, INC | $782,971 | 26,999 | New |
| 25 | OneAscent Family Office, LLC | $751,445 | 25,912 | Trimmed |