| 1 | Inspire Advisors, LLC | $125.1M | 3.3M | Added |
| 2 | OneAscent Financial Services LLC | $21.0M | 551,263 | Trimmed |
| 3 | Bare Financial Services, Inc | $20.3M | 533,340 | Added |
| 4 | PAX Financial Group, LLC | $17.3M | 452,976 | Added |
| 5 | Faithward Advisors, LLC | $16.8M | 441,139 | Trimmed |
| 6 | Inspire Investing, LLC | $16.2M | 424,886 | Added |
| 7 | LPL Financial LLC | $13.8M | 361,204 | Added |
| 8 | Fiduciary Alliance LLC | $13.6M | 357,061 | Added |
| 9 | Legacy Wealth Asset Management, LLC | $11.2M | 292,460 | Added |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.4M | 272,496 | Trimmed |
| 11 | Turning Point Benefit Group, Inc. | $8.8M | 232,672 | Trimmed |
| 12 | SILVER OAK SECURITIES, INCORPORATED | $6.7M | 176,048 | Added |
| 13 | Sound Financial Strategies Group, LLC | $6.5M | 170,928 | Added |
| 14 | EverSource Wealth Advisors, LLC | $6.2M | 163,517 | Added |
| 15 | Focus Partners Wealth | $5.0M | 131,891 | Added |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.8M | 126,413 | Added |
| 17 | Simplicity Wealth,LLC | $4.0M | 104,034 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 89,773 | Added |
| 19 | World Investment Advisors | $3.4M | 91,361 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 89,038 | Added |
| 21 | Frontier Asset Management, LLC | $3.3M | 87,244 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $3.2M | 83,615 | Added |
| 23 | Plan A Wealth LLC | $3.1M | 81,787 | Added |
| 24 | Belpointe Asset Management LLC | $2.9M | 75,467 | Added |
| 25 | Range Financial Group LLC | $2.7M | 70,029 | Added |