| 1 | Inspire Advisors, LLC | $70.2M | 1.2M | Added |
| 2 | LPL Financial LLC | $33.5M | 578,086 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $29.6M | 512,048 | Added |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.3M | 177,488 | Added |
| 5 | Bare Financial Services, Inc | $9.6M | 166,570 | Trimmed |
| 6 | Focus Partners Wealth | $7.6M | 132,090 | Trimmed |
| 7 | OneAscent Financial Services LLC | $7.0M | 120,212 | Trimmed |
| 8 | LVZ, Inc. | $6.3M | 108,263 | Trimmed |
| 9 | Inspire Investing, LLC | $5.7M | 97,866 | Added |
| 10 | SUMMIT WEALTH GROUP LLC / CO | $4.7M | 80,777 | Added |
| 11 | PAX Financial Group, LLC | $4.7M | 80,575 | Added |
| 12 | Cetera Investment Advisers | $4.3M | 74,844 | Trimmed |
| 13 | Turning Point Benefit Group, Inc. | $4.2M | 74,015 | Added |
| 14 | Strategic Equity Management | $4.1M | 71,243 | Trimmed |
| 15 | SILVER OAK SECURITIES, INCORPORATED | $3.6M | 63,005 | Added |
| 16 | Revisor Wealth Management LLC | $3.3M | 56,407 | Trimmed |
| 17 | Geneos Wealth Management Inc. | $3.2M | 55,474 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $3.1M | 54,905 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 52,800 | Added |
| 20 | EverSource Wealth Advisors, LLC | $2.8M | 48,190 | Trimmed |
| 21 | MONEYWISE, INC. | $2.5M | 43,254 | Trimmed |
| 22 | TWO SIGMA INVESTMENTS, LP | $2.4M | 41,500 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.3M | 39,712 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.3M | 38,924 | Added |
| 25 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.2M | 38,408 | Trimmed |