| 1 | Faithward Advisors, LLC | $32.2M | 736,729 | Trimmed |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22.8M | 521,556 | Trimmed |
| 3 | Inspire Advisors, LLC | $9.4M | 215,325 | Trimmed |
| 4 | OneAscent Financial Services LLC | $7.9M | 180,940 | Added |
| 5 | LPL Financial LLC | $7.6M | 174,884 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $5.9M | 140,290 | Added |
| 7 | PFG Advisors | $3.0M | 69,547 | Added |
| 8 | AE Wealth Management LLC | $2.1M | 48,362 | Added |
| 9 | Valmark Advisers, Inc. | $1.1M | 25,244 | Added |
| 10 | Pinnacle Financial Partners, Inc. | $890,926 | 20,392 | Added |
| 11 | OSAIC HOLDINGS, INC. | $714,462 | 16,352 | Added |
| 12 | GTS SECURITIES LLC | $666,535 | 15,256 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $659,000 | 15,080 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $651,060 | 14,902 | Added |
| 15 | OneAscent Wealth Management LLC | $613,233 | 14,036 | Trimmed |
| 16 | SUMMIT WEALTH GROUP LLC / CO | $488,629 | 11,184 | Added |
| 17 | Focus Financial Network, Inc. | $487,445 | 11,156 | Added |
| 18 | Thrivent Financial for Lutherans | $464,000 | 10,623 | New |
| 19 | Revisor Wealth Management LLC | $461,204 | 10,555 | Added |
| 20 | Howard Capital Management Inc. | $458,570 | 10,496 | New |
| 21 | CITADEL ADVISORS LLC | $451,318 | 10,330 | New |
| 22 | Cyndeo Wealth Partners, LLC | $339,060 | 7,761 | Added |
| 23 | Delta Investment Management, LLC | $335,397 | 7,677 | New |
| 24 | EverSource Wealth Advisors, LLC | $320,496 | 7,336 | Added |
| 25 | Cetera Investment Advisers | $307,810 | 7,045 | Trimmed |