| OneAscent Financial Services LLC | 5,625,523 | $127.8m | 6.1% |
| OneAscent Wealth Management LLC | 2,592,408 | $58.9m | 17.6% |
| Atria Investments, Inc | 672,890 | $15.3m | 0.2% |
| OneAscent Family Office, LLC | 435,281 | $9.9m | 5.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 413,399 | $9.4m | 0.4% |
| Cambridge Investment Research Advisors, Inc. | 196,792 | $4.5m | 0.0% |
| PATRON PARTNERS, LLC | 193,449 | $4.4m | 1.7% |
| ENVESTNET ASSET MANAGEMENT INC | 141,955 | $3.2m | 0.0% |
| First Heartland Consultants, Inc. | 137,229 | $3.1m | 0.2% |
| RFG Advisory, LLC | 127,746 | $2.9m | 0.0% |
| OneAscent Investment Solutions LLC | 127,586 | $2.9m | 2.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,988 | $1.5m | 0.0% |
| JPMORGAN CHASE & CO | 58,658 | $1.3m | 0.0% |
| Dynamic Advisor Solutions LLC | 48,263 | $1.1m | 0.0% |
| GOLDMAN SACHS GROUP INC | 43,108 | $979,198 | 0.0% |
| Merit Financial Group, LLC | 40,289 | $915,176 | 0.0% |
| JANE STREET GROUP, LLC | 37,745 | $857,378 | 0.0% |
| TrustWell Financial Advisors, LLC | 35,500 | $806,382 | 0.7% |
| IFP Advisors, Inc | 33,640 | $764,133 | 0.0% |
| Security Financial Services, INC. | 32,951 | $748,482 | 0.1% |
| CITADEL ADVISORS LLC | 27,413 | $622,686 | 0.0% |
| LPL Financial LLC | 21,637 | $491,484 | 0.0% |
| Strategic Blueprint, LLC | 21,197 | $481,490 | 0.0% |
| Plan A Wealth LLC | 18,015 | $409,211 | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 16,797 | $383,643 | 0.0% |