| 1 | OneAscent Financial Services LLC | $118.1M | 2.9M | Added |
| 2 | OneAscent Wealth Management LLC | $43.9M | 1.1M | Trimmed |
| 3 | Atria Investments, Inc | $12.5M | 304,411 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 150,498 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $6.1M | 152,074 | Added |
| 6 | PATRON PARTNERS, LLC | $6.0M | 147,222 | Added |
| 7 | TrueWealth Advisors, LLC | $5.4M | 132,384 | Added |
| 8 | LPL Financial LLC | $3.5M | 86,195 | Added |
| 9 | OneAscent Family Office, LLC | $3.5M | 85,432 | Trimmed |
| 10 | RFG Advisory, LLC | $3.5M | 85,155 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.1M | 76,081 | Trimmed |
| 12 | First Heartland Consultants, Inc. | $2.7M | 65,914 | Trimmed |
| 13 | OneAscent Investment Solutions LLC | $1.0M | 25,231 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $601,592 | 14,661 | New |
| 15 | Security Financial Services, INC. | $568,971 | 13,866 | Added |
| 16 | IFP Advisors, Inc | $542,094 | 13,211 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $511,485 | 12,465 | Trimmed |
| 18 | AQR CAPITAL MANAGEMENT LLC | $434,220 | 10,582 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $335,860 | 8,185 | New |
| 20 | Plan A Wealth LLC | $335,654 | 8,180 | Trimmed |
| 21 | Equitable Holdings, Inc. | $326,996 | 7,969 | Trimmed |
| 22 | FLOW TRADERS U.S. LLC | $322,000 | 7,837 | New |
| 23 | Rockefeller Capital Management L.P. | $294,373 | 7,173 | Hold |
| 24 | JANE STREET GROUP, LLC | $231,839 | 5,650 | Trimmed |
| 25 | Values First Advisors, Inc. | $184,912 | 4,506 | Trimmed |