| 1 | OneAscent Financial Services LLC | $109.8M | 2.6M | Added |
| 2 | OneAscent Wealth Management LLC | $41.1M | 954,737 | Added |
| 3 | Plan A Wealth LLC | $27.3M | 634,179 | Added |
| 4 | LPL Financial LLC | $27.2M | 632,242 | Added |
| 5 | Atria Investments, Inc | $25.7M | 596,405 | Trimmed |
| 6 | OneAscent Family Office, LLC | $10.8M | 251,126 | Added |
| 7 | CreativeOne Wealth, LLC | $10.1M | 235,549 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.7M | 223,198 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 119,459 | Added |
| 10 | Valmark Advisers, Inc. | $4.3M | 99,060 | Added |
| 11 | World Investment Advisors | $3.6M | 83,880 | Added |
| 12 | Inspire Advisors, LLC | $3.4M | 79,316 | Added |
| 13 | Investment Research Partners LLC | $3.2M | 73,802 | Added |
| 14 | OneAscent Investment Solutions LLC | $3.1M | 71,301 | Added |
| 15 | RFG Advisory, LLC | $2.6M | 60,642 | Added |
| 16 | PATRON PARTNERS, LLC | $2.3M | 52,313 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.8M | 41,965 | Trimmed |
| 18 | Frontier Asset Management, LLC | $1.8M | 41,718 | Trimmed |
| 19 | First Heartland Consultants, Inc. | $1.8M | 40,854 | Trimmed |
| 20 | TrueWealth Advisors, LLC | $1.5M | 35,976 | Added |
| 21 | Cornerstone Financial Management LLC | $1.4M | 33,578 | Added |
| 22 | EverSource Wealth Advisors, LLC | $1.3M | 30,491 | Added |
| 23 | Merit Financial Group, LLC | $1.1M | 26,236 | Added |
| 24 | Kestra Advisory Services, LLC | $1.0M | 23,626 | Added |
| 25 | JANE STREET GROUP, LLC | $786,049 | 18,256 | New |