| 1 | OneAscent Financial Services LLC | $42.5M | 851,460 | Trimmed |
| 2 | OneAscent Wealth Management LLC | $21.2M | 424,946 | Trimmed |
| 3 | Proficio Capital Partners LLC | $15.2M | 305,137 | New |
| 4 | Atria Investments, Inc | $5.2M | 103,903 | Added |
| 5 | OneAscent Family Office, LLC | $3.8M | 76,923 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $2.9M | 58,965 | Added |
| 7 | Inspire Advisors, LLC | $2.7M | 53,681 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,790 | Added |
| 9 | OLD MISSION CAPITAL LLC | $2.2M | 43,619 | Trimmed |
| 10 | First Heartland Consultants, Inc. | $2.1M | 41,978 | Added |
| 11 | PATRON PARTNERS, LLC | $1.9M | 38,640 | Added |
| 12 | Frontier Asset Management, LLC | $1.4M | 28,426 | Trimmed |
| 13 | RFG Advisory, LLC | $1.2M | 23,784 | Trimmed |
| 14 | Valmark Advisers, Inc. | $1.1M | 21,964 | Added |
| 15 | OneAscent Investment Solutions LLC | $990,428 | 19,854 | Trimmed |
| 16 | Plan A Wealth LLC | $776,019 | 15,556 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $648,000 | 12,996 | Trimmed |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $583,934 | 11,705 | Added |
| 19 | IFP Advisors, Inc | $542,205 | 10,869 | Trimmed |
| 20 | SUMMIT WEALTH GROUP LLC / CO | $532,578 | 10,676 | New |
| 21 | Global Strategic Investment Solutions, LLC | $519,059 | 10,405 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $463,885 | 9,299 | New |
| 23 | CITADEL ADVISORS LLC | $414,499 | 8,309 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $328,795 | 6,591 | Added |
| 25 | EverSource Wealth Advisors, LLC | $295,945 | 5,932 | Added |