| 1 | Inspire Advisors, LLC | $94.0M | 328,811 | Added |
| 2 | OneAscent Financial Services LLC | $83.7M | 292,463 | Added |
| 3 | LPL Financial LLC | $51.5M | 179,978 | Added |
| 4 | Plan A Wealth LLC | $45.5M | 159,100 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $33.6M | 117,590 | Trimmed |
| 6 | Christian Investment Advisors, Inc. | $26.4M | 92,153 | Trimmed |
| 7 | Strategic Equity Management | $23.0M | 80,533 | Added |
| 8 | SILVER OAK SECURITIES, INCORPORATED | $18.5M | 64,685 | Added |
| 9 | STIFEL FINANCIAL CORP | $15.1M | 52,732 | Added |
| 10 | Geneos Wealth Management Inc. | $14.1M | 49,316 | Added |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.9M | 45,067 | Added |
| 12 | MONEYWISE, INC. | $12.8M | 44,863 | Added |
| 13 | Inspire Investing, LLC | $12.0M | 42,022 | Added |
| 14 | Belpointe Asset Management LLC | $11.8M | 41,088 | Added |
| 15 | Investment Research Partners LLC | $8.6M | 30,037 | Added |
| 16 | Legacy Wealth Asset Management, LLC | $8.2M | 28,803 | Added |
| 17 | JONES FINANCIAL COMPANIES LLLP | $8.2M | 29,088 | Added |
| 18 | GTS SECURITIES LLC | $8.1M | 28,254 | Added |
| 19 | Orgel Wealth Management, LLC | $7.9M | 27,785 | New |
| 20 | EverSource Wealth Advisors, LLC | $7.6M | 26,542 | Added |
| 21 | Focus Partners Advisor Solutions, LLC | $7.2M | 25,052 | Added |
| 22 | FAMILY WEALTH PARTNERS, LLC | $7.1M | 24,931 | Added |
| 23 | PAX Financial Group, LLC | $6.9M | 24,286 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $6.6M | 22,998 | Added |
| 25 | Focus Partners Wealth | $6.3M | 22,133 | Added |