| 1 | Inspire Advisors, LLC | $108.9M | 2.9M | Added |
| 2 | OneAscent Financial Services LLC | $21.8M | 582,994 | Added |
| 3 | Bare Financial Services, Inc | $19.5M | 522,686 | Added |
| 4 | PAX Financial Group, LLC | $16.9M | 451,484 | Added |
| 5 | Faithward Advisors, LLC | $16.6M | 444,041 | Added |
| 6 | Inspire Investing, LLC | $13.9M | 371,527 | Trimmed |
| 7 | Fiduciary Alliance LLC | $13.7M | 346,536 | Trimmed |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $12.3M | 328,127 | Trimmed |
| 9 | Turning Point Benefit Group, Inc. | $11.7M | 396,067 | Added |
| 10 | Legacy Wealth Asset Management, LLC | $10.5M | 281,469 | Added |
| 11 | LPL Financial LLC | $10.2M | 274,119 | Added |
| 12 | Sound Financial Strategies Group, LLC | $6.3M | 169,074 | Added |
| 13 | EverSource Wealth Advisors, LLC | $6.0M | 161,514 | Trimmed |
| 14 | SILVER OAK SECURITIES, INCORPORATED | $5.8M | 153,823 | Added |
| 15 | Focus Partners Wealth | $4.7M | 126,870 | Added |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.0M | 107,317 | Added |
| 17 | World Investment Advisors | $3.4M | 91,361 | Added |
| 18 | Frontier Asset Management, LLC | $3.4M | 90,450 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 87,481 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 84,552 | Added |
| 21 | JANE STREET GROUP, LLC | $3.1M | 81,920 | Added |
| 22 | Kestra Advisory Services, LLC | $3.0M | 80,822 | Added |
| 23 | Plan A Wealth LLC | $3.0M | 80,466 | Trimmed |
| 24 | Belpointe Asset Management LLC | $2.8M | 75,358 | Added |
| 25 | WorthPointe, LLC | $2.7M | 71,656 | Trimmed |