| OneAscent Financial Services LLC | 5.73M | Sep 30, 26 | +102.88K | 77.42% |
| OneAscent Wealth Management LLC | 2.64M | Sep 30, 26 | +45.78K | 35.66% |
| Atria Investments, Inc | 750.27K | Sep 30, 26 | +77.38K | 10.14% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 473.47K | Sep 30, 26 | +60.07K | 6.40% |
| OneAscent Family Office, LLC | 461.66K | Sep 30, 26 | +26.38K | 6.24% |
| First Heartland Consultants, Inc. | 189.97K | Sep 30, 26 | +52.74K | 2.57% |
| PATRON PARTNERS, LLC | 170.89K | Sep 30, 26 | -22.56K | 2.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 163.42K | Sep 30, 26 | +97.43K | 2.21% |
| RFG Advisory, LLC | 136.15K | Sep 30, 26 | +8.40K | 1.84% |
| Cambridge Investment Research Advisors, Inc. | 99.52K | Sep 30, 26 | +1.12K | 1.35% |
| Private Advisor Group, LLC | 62.45K | Sep 30, 26 | +62.45K | 0.84% |
| Dynamic Advisor Solutions LLC | 46.90K | Sep 30, 26 | -1.36K | 0.63% |
| Security Financial Services, INC. | 40.77K | Sep 30, 26 | +7.82K | 0.55% |
| Merit Financial Group, LLC | 40.66K | Sep 30, 26 | +370 | 0.55% |
| TrustWell Financial Advisors, LLC | 40.39K | Sep 30, 26 | +4.89K | 0.55% |
| IFP Advisors, Inc | 39.11K | Sep 30, 26 | +5.47K | 0.53% |
| Mascoma Wealth Management LLC | 35.32K | Sep 30, 26 | +32.17K | 0.48% |
| OneAscent Investment Solutions LLC | 30.72K | Sep 30, 26 | -96.87K | 0.42% |
| Strategic Blueprint, LLC | 25.27K | Sep 30, 26 | +4.08K | 0.34% |
| LPL Financial LLC | 22.10K | Sep 30, 26 | +460 | 0.30% |
| EverSource Wealth Advisors, LLC | 20.46K | Sep 30, 26 | +4.83K | 0.28% |
| Plan A Wealth LLC | 18.87K | Sep 30, 26 | +851 | 0.25% |
| CX Institutional | 7.75K | Sep 30, 26 | +7.75K | 0.10% |
| HARBOUR INVESTMENTS, INC. | 2.27K | Sep 30, 26 | +2.27K | 0.03% |
| UBS Group AG | 91 | Sep 30, 26 | +91 | 0.00% |
| OneAscent Family Office, LLC | 435.28K | Jun 30, 26 | +19.63K | 5.88% |
| ENVESTNET ASSET MANAGEMENT INC | 141.96K | Jun 30, 26 | +55.16K | 1.92% |
| JPMORGAN CHASE & CO | 58.66K | Jun 30, 26 | +54.11K | 0.79% |
| GOLDMAN SACHS GROUP INC | 43.11K | Jun 30, 26 | +26.70K | 0.58% |
| JANE STREET GROUP, LLC | 37.74K | Jun 30, 26 | +13.18K | 0.51% |
| CITADEL ADVISORS LLC | 27.41K | Jun 30, 26 | -535 | 0.37% |
| JONES FINANCIAL COMPANIES LLLP | 16.80K | Jun 30, 26 | +13.36K | 0.23% |
| SHP Wealth Management | 2.68K | Jun 30, 26 | -- | 0.04% |
| OSAIC HOLDINGS, INC. | 2 | Jun 30, 26 | -- | 0.00% |