| 1 | OneAscent Financial Services LLC | $35.5M | 880,963 | Added |
| 2 | OneAscent Wealth Management LLC | $18.1M | 448,430 | Added |
| 3 | Atria Investments, Inc | $3.8M | 93,449 | Trimmed |
| 4 | OneAscent Family Office, LLC | $3.2M | 80,190 | Added |
| 5 | OLD MISSION CAPITAL LLC | $1.9M | 46,874 | Added |
| 6 | Inspire Advisors, LLC | $1.7M | 41,302 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 40,214 | Added |
| 8 | First Heartland Consultants, Inc. | $1.5M | 37,961 | Trimmed |
| 9 | PATRON PARTNERS, LLC | $1.4M | 35,818 | Added |
| 10 | Frontier Asset Management, LLC | $1.2M | 29,729 | Trimmed |
| 11 | OneAscent Investment Solutions LLC | $1.1M | 26,807 | Added |
| 12 | RFG Advisory, LLC | $1.0M | 24,845 | Added |
| 13 | Valmark Advisers, Inc. | $879,285 | 21,810 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $714,000 | 17,704 | Trimmed |
| 15 | Plan A Wealth LLC | $615,298 | 15,262 | Trimmed |
| 16 | IFP Advisors, Inc | $453,632 | 11,252 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $446,093 | 11,065 | Trimmed |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $445,914 | 11,061 | Added |
| 19 | CITADEL ADVISORS LLC | $305,109 | 7,568 | Trimmed |
| 20 | Global Strategic Investment Solutions, LLC | $297,570 | 7,381 | New |
| 21 | Envestnet Portfolio Solutions, Inc. | $264,794 | 6,568 | Trimmed |
| 22 | EverSource Wealth Advisors, LLC | $143,342 | 3,555 | Added |
| 23 | AdvisorNet Financial, Inc | $46,605 | 1,156 | Trimmed |
| 24 | UBS Group AG | $29,310 | 727 | New |
| 25 | Aptus Capital Advisors, LLC | $20,198 | 501 | Added |