| 1 | Cornerstone Management, Inc. | $16.2M | 604,973 | Added |
| 2 | EverSource Wealth Advisors, LLC | $16.1M | 600,714 | Added |
| 3 | Vident Advisory, LLC | $8.1M | 301,996 | Added |
| 4 | ICONIQ Capital, LLC | $5.7M | 214,249 | Hold |
| 5 | CreativeOne Wealth, LLC | $4.6M | 172,561 | New |
| 6 | Bare Financial Services, Inc | $3.9M | 145,186 | Added |
| 7 | OneAscent Financial Services LLC | $3.8M | 142,462 | Added |
| 8 | Blue Trust, Inc. | $2.5M | 94,136 | Added |
| 9 | OneAscent Wealth Management LLC | $1.7M | 63,895 | Added |
| 10 | World Investment Advisors | $1.6M | 60,281 | Added |
| 11 | BOS Asset Management, LLC | $1.4M | 52,729 | Added |
| 12 | Atria Investments, Inc | $1.0M | 37,880 | Added |
| 13 | BROWN ADVISORY INC | $612,823 | 22,858 | Trimmed |
| 14 | AQR CAPITAL MANAGEMENT LLC | $607,130 | 22,646 | Hold |
| 15 | Arete Wealth Advisors, LLC | $587,255 | 21,888 | Added |
| 16 | OpenArc Corporate Advisory, LLC | $490,623 | 18,300 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $352,452 | 13,146 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $262,148 | 9,778 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $215,660 | 8,044 | New |
| 20 | OneAscent Family Office, LLC | $214,989 | 8,019 | Trimmed |
| 21 | JONES FINANCIAL COMPANIES LLLP | $201,393 | 7,594 | Added |
| 22 | Operose Advisors LLC | $54,050 | 2,016 | Hold |
| 23 | Aptus Capital Advisors, LLC | $13,217 | 493 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $2,681 | 100 | Hold |
| 25 | GeoWealth Management, LLC | $27 | 1 | Hold |