| OneAscent Financial Services LLC | 2.95M | Sep 30, 26 | +70.22K | 42.90% |
| OneAscent Wealth Management LLC | 1.10M | Sep 30, 26 | +28.94K | 15.99% |
| Atria Investments, Inc | 316.50K | Sep 30, 26 | +12.09K | 4.60% |
| TrueWealth Advisors, LLC | 138.74K | Sep 30, 26 | +6.36K | 2.02% |
| PATRON PARTNERS, LLC | 132.41K | Sep 30, 26 | -14.81K | 1.93% |
| LPL Financial LLC | 105.58K | Sep 30, 26 | +19.39K | 1.54% |
| RFG Advisory, LLC | 92.51K | Sep 30, 26 | +7.36K | 1.35% |
| OneAscent Family Office, LLC | 87.09K | Sep 30, 26 | +1.66K | 1.27% |
| Cambridge Investment Research Advisors, Inc. | 70.55K | Sep 30, 26 | -5.53K | 1.03% |
| First Heartland Consultants, Inc. | 64.66K | Sep 30, 26 | -1.26K | 0.94% |
| Private Advisor Group, LLC | 61.58K | Sep 30, 26 | +61.58K | 0.90% |
| IFP Advisors, Inc | 49.34K | Sep 30, 26 | +36.13K | 0.72% |
| OneAscent Investment Solutions LLC | 24.71K | Sep 30, 26 | -524 | 0.36% |
| Security Financial Services, INC. | 15.76K | Sep 30, 26 | +1.89K | 0.23% |
| Kestra Advisory Services, LLC | 12.25K | Sep 30, 26 | -215 | 0.18% |
| CX Institutional | 9.77K | Sep 30, 26 | +9.77K | 0.14% |
| Plan A Wealth LLC | 8.12K | Sep 30, 26 | -61 | 0.12% |
| Global Strategic Investment Solutions, LLC | 7.49K | Sep 30, 26 | +7.49K | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.11K | Sep 30, 26 | -2.08K | 0.09% |
| Stillwater Wealth Management Group | 5.06K | Sep 30, 26 | -200 | 0.07% |
| Meriwether Wealth & Planning, LLC | 2.06K | Sep 30, 26 | +2.06K | 0.03% |
| OSAIC HOLDINGS, INC. | 2.03K | Sep 30, 26 | +2.03K | 0.03% |
| EverSource Wealth Advisors, LLC | 70 | Sep 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -5.65K | -- |
| Values First Advisors, Inc. | -- | Sep 30, 26 | -4.51K | -- |
| JONES FINANCIAL COMPANIES LLLP | 152.07K | Jun 30, 26 | +79.97K | 2.21% |
| ENVESTNET ASSET MANAGEMENT INC | 150.50K | Jun 30, 26 | +40.71K | 2.19% |
| OneAscent Family Office, LLC | 85.43K | Jun 30, 26 | -32.18K | 1.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.66K | Jun 30, 26 | +14.66K | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 10.58K | Jun 30, 26 | +10.58K | 0.15% |
| Equitable Holdings, Inc. | 7.97K | Jun 30, 26 | -266 | 0.12% |
| FLOW TRADERS U.S. LLC | 7.84K | Jun 30, 26 | +7.84K | 0.11% |
| Rockefeller Capital Management L.P. | 7.17K | Jun 30, 26 | -- | 0.10% |
| JANE STREET GROUP, LLC | 5.65K | Jun 30, 26 | -3.12K | 0.08% |
| SHP Wealth Management | 4.07K | Jun 30, 26 | -376 | 0.06% |
| Aptus Capital Advisors, LLC | 2.92K | Jun 30, 26 | +27 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.76K | Jun 30, 26 | +1.76K | 0.03% |
| VANGUARD ADVISERS INC | 1 | Jun 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -26.54K | -- |
