| 1 | OneAscent Financial Services LLC | $127.3M | 2.7M | Added |
| 2 | OneAscent Wealth Management LLC | $49.1M | 1.0M | Added |
| 3 | LPL Financial LLC | $32.9M | 687,156 | Added |
| 4 | Plan A Wealth LLC | $31.3M | 655,254 | Added |
| 5 | Atria Investments, Inc | $14.4M | 300,933 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 273,671 | Added |
| 7 | OneAscent Family Office, LLC | $12.1M | 252,565 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 148,713 | Added |
| 9 | Valmark Advisers, Inc. | $5.2M | 108,855 | Added |
| 10 | Inspire Advisors, LLC | $3.7M | 78,363 | Trimmed |
| 11 | World Investment Advisors | $3.6M | 83,880 | Hold |
| 12 | Investment Research Partners LLC | $3.5M | 73,058 | Trimmed |
| 13 | RFG Advisory, LLC | $3.0M | 62,356 | Added |
| 14 | OneAscent Investment Solutions LLC | $3.0M | 61,820 | Trimmed |
| 15 | PATRON PARTNERS, LLC | $2.7M | 57,085 | Added |
| 16 | TrueWealth Advisors, LLC | $2.3M | 48,845 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $2.2M | 46,970 | Added |
| 18 | EverSource Wealth Advisors, LLC | $2.0M | 42,692 | Added |
| 19 | Cornerstone Financial Management LLC | $2.0M | 41,087 | Added |
| 20 | Frontier Asset Management, LLC | $1.9M | 40,709 | Trimmed |
| 21 | First Heartland Consultants, Inc. | $1.9M | 40,196 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 33,128 | Added |
| 23 | Merit Financial Group, LLC | $1.5M | 31,435 | Added |
| 24 | Global Strategic Investment Solutions, LLC | $1.2M | 25,198 | Added |
| 25 | Kestra Advisory Services, LLC | $1.1M | 23,086 | Trimmed |