| 1 | OneAscent Financial Services LLC | $127.8M | 5.6M | Added |
| 2 | OneAscent Wealth Management LLC | $58.9M | 2.6M | Added |
| 3 | Atria Investments, Inc | $15.3M | 672,890 | Trimmed |
| 4 | OneAscent Family Office, LLC | $9.9M | 435,281 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.4M | 413,399 | New |
| 6 | PATRON PARTNERS, LLC | $4.4M | 193,449 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 141,955 | Added |
| 8 | First Heartland Consultants, Inc. | $3.1M | 137,229 | Added |
| 9 | RFG Advisory, LLC | $2.9M | 127,746 | Added |
| 10 | OneAscent Investment Solutions LLC | $2.9M | 127,586 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.2M | 98,396 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 65,988 | Added |
| 13 | JPMORGAN CHASE & CO | $1.3M | 58,658 | Added |
| 14 | Dynamic Advisor Solutions LLC | $1.1M | 48,263 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $979,198 | 43,108 | Added |
| 16 | Merit Financial Group, LLC | $915,176 | 40,289 | Added |
| 17 | JANE STREET GROUP, LLC | $857,378 | 37,745 | Added |
| 18 | TrustWell Financial Advisors, LLC | $806,382 | 35,500 | New |
| 19 | IFP Advisors, Inc | $764,133 | 33,640 | Added |
| 20 | Security Financial Services, INC. | $748,482 | 32,951 | Added |
| 21 | CITADEL ADVISORS LLC | $622,686 | 27,413 | Trimmed |
| 22 | LPL Financial LLC | $491,484 | 21,637 | Added |
| 23 | Strategic Blueprint, LLC | $481,490 | 21,197 | Added |
| 24 | Plan A Wealth LLC | $409,211 | 18,015 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $383,643 | 16,797 | Added |