| 1 | Faithward Advisors, LLC | $27.5M | 741,581 | Trimmed |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.8M | 587,465 | Added |
| 3 | Inspire Advisors, LLC | $11.6M | 312,734 | Added |
| 4 | OneAscent Financial Services LLC | $6.4M | 173,189 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $4.5M | 123,429 | Added |
| 6 | LPL Financial LLC | $4.1M | 110,768 | Added |
| 7 | PFG Advisors | $2.4M | 65,987 | Added |
| 8 | AE Wealth Management LLC | $1.7M | 44,482 | Added |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 44,066 | Added |
| 10 | GTS SECURITIES LLC | $1.3M | 33,966 | Added |
| 11 | Valmark Advisers, Inc. | $934,430 | 25,180 | Added |
| 12 | CWM, LLC | $873,139 | 23,528 | Trimmed |
| 13 | OneAscent Wealth Management LLC | $663,193 | 17,871 | Added |
| 14 | OSAIC HOLDINGS, INC. | $562,892 | 15,169 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $540,000 | 14,557 | Trimmed |
| 16 | Arlington Capital Management, Inc. | $491,448 | 13,243 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $425,710 | 11,472 | Trimmed |
| 18 | Focus Financial Network, Inc. | $398,628 | 10,728 | Hold |
| 19 | SUMMIT WEALTH GROUP LLC / CO | $388,356 | 10,465 | Added |
| 20 | Independent Advisor Alliance | $342,637 | 9,233 | New |
| 21 | Pinnacle Financial Partners, Inc. | $340,930 | 9,187 | New |
| 22 | Cetera Investment Advisers | $311,934 | 8,406 | Trimmed |
| 23 | Turning Point Benefit Group, Inc. | $303,285 | 11,241 | Added |
| 24 | Cyndeo Wealth Partners, LLC | $282,338 | 7,608 | Added |
| 25 | Revisor Wealth Management LLC | $269,914 | 7,264 | New |