| OneAscent Financial Services LLC | 2,662,525 | $127.3m | 6.1% |
| OneAscent Wealth Management LLC | 1,026,961 | $49.1m | 14.6% |
| LPL Financial LLC | 687,156 | $32.9m | 0.0% |
| Plan A Wealth LLC | 655,254 | $31.3m | 13.3% |
| Atria Investments, Inc | 300,933 | $14.4m | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 273,671 | $12.9m | 0.0% |
| OneAscent Family Office, LLC | 252,565 | $12.1m | 6.1% |
| ENVESTNET ASSET MANAGEMENT INC | 148,713 | $7.1m | 0.0% |
| Valmark Advisers, Inc. | 108,855 | $5.2m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 93,940 | $4.5m | 0.0% |
| Inspire Advisors, LLC | 78,363 | $3.7m | 0.3% |
| World Investment Advisors | 83,880 | $3.6m | 0.1% |
| Investment Research Partners LLC | 73,058 | $3.5m | 1.2% |
| RFG Advisory, LLC | 62,356 | $3.0m | 0.0% |
| OneAscent Investment Solutions LLC | 61,820 | $3.0m | 2.8% |
| PATRON PARTNERS, LLC | 57,085 | $2.7m | 1.0% |
| TrueWealth Advisors, LLC | 48,845 | $2.3m | 0.5% |
| EverSource Wealth Advisors, LLC | 42,692 | $2.0m | 0.1% |
| Cornerstone Financial Management LLC | 41,087 | $2.0m | 1.6% |
| Frontier Asset Management, LLC | 40,709 | $1.9m | 0.3% |
| First Heartland Consultants, Inc. | 40,196 | $1.9m | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,128 | $1.6m | 0.0% |
| Merit Financial Group, LLC | 31,435 | $1.5m | 0.0% |
| Global Strategic Investment Solutions, LLC | 25,198 | $1.2m | 0.1% |
| Kestra Advisory Services, LLC | 23,086 | $1.1m | 0.0% |