| 1 | OneAscent Financial Services LLC | $71.4M | 285,074 | Added |
| 2 | Inspire Advisors, LLC | $66.9M | 266,885 | Added |
| 3 | Plan A Wealth LLC | $38.1M | 151,974 | Added |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $36.7M | 146,614 | Added |
| 5 | LPL Financial LLC | $33.1M | 132,129 | Added |
| 6 | Christian Investment Advisors, Inc. | $23.7M | 92,946 | Added |
| 7 | SILVER OAK SECURITIES, INCORPORATED | $15.7M | 62,611 | Added |
| 8 | STIFEL FINANCIAL CORP | $12.9M | 51,362 | Trimmed |
| 9 | Strategic Equity Management | $12.7M | 50,874 | Trimmed |
| 10 | Geneos Wealth Management Inc. | $11.2M | 44,892 | Trimmed |
| 11 | Belpointe Asset Management LLC | $10.3M | 41,039 | Added |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.0M | 39,704 | Added |
| 13 | Inspire Investing, LLC | $9.7M | 38,613 | Trimmed |
| 14 | MONEYWISE, INC. | $7.7M | 30,750 | Trimmed |
| 15 | Investment Research Partners LLC | $7.5M | 29,949 | Added |
| 16 | Legacy Wealth Asset Management, LLC | $7.1M | 28,291 | Added |
| 17 | PAX Financial Group, LLC | $6.0M | 24,092 | Added |
| 18 | EverSource Wealth Advisors, LLC | $5.9M | 23,454 | Added |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.7M | 22,738 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $5.7M | 23,119 | Added |
| 21 | Focus Partners Advisor Solutions, LLC | $5.6M | 22,413 | Added |
| 22 | FAMILY WEALTH PARTNERS, LLC | $5.6M | 22,288 | Added |
| 23 | Focus Partners Wealth | $5.3M | 21,227 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $5.1M | 20,416 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 19,308 | Added |