| 1 | Cornerstone Management, Inc. | $18.1M | 607,767 | Added |
| 2 | EverSource Wealth Advisors, LLC | $12.2M | 409,027 | Trimmed |
| 3 | Vident Advisory, LLC | $9.0M | 301,997 | Added |
| 4 | ICONIQ Capital, LLC | $6.4M | 214,249 | Hold |
| 5 | OneAscent Financial Services LLC | $4.9M | 165,617 | Added |
| 6 | Bare Financial Services, Inc | $4.5M | 150,990 | Added |
| 7 | Blue Trust, Inc. | $2.7M | 90,857 | Trimmed |
| 8 | OneAscent Wealth Management LLC | $2.2M | 74,059 | Added |
| 9 | BOS Asset Management, LLC | $1.6M | 54,645 | Added |
| 10 | World Investment Advisors | $1.6M | 60,281 | Hold |
| 11 | Keel Point, LLC | $1.1M | 38,646 | Trimmed |
| 12 | Atria Investments, Inc | $790,230 | 26,593 | Trimmed |
| 13 | AQR CAPITAL MANAGEMENT LLC | $672,932 | 22,646 | Hold |
| 14 | Arete Wealth Advisors, LLC | $650,706 | 21,924 | Added |
| 15 | OpenArc Corporate Advisory, LLC | $543,797 | 18,300 | Hold |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $513,704 | 17,287 | Added |
| 17 | BROWN ADVISORY INC | $410,225 | 13,805 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $322,064 | 10,933 | Added |
| 19 | OneAscent Family Office, LLC | $286,370 | 9,637 | Added |
| 20 | MONETA GROUP INVESTMENT ADVISORS LLC | $209,050 | 7,035 | New |
| 21 | Operose Advisors LLC | $59,907 | 2,016 | Hold |
| 22 | Aptus Capital Advisors, LLC | $14,650 | 493 | Hold |
| 23 | Steward Partners Investment Advisory, LLC | $2,972 | 100 | Hold |
| 24 | Integrated Wealth Concepts LLC | $1,201 | 40 | New |
| 25 | VANGUARD GROUP INC | $654 | 22 | New |