| EverSource Wealth Advisors, LLC | 378.71K | Sep 30, 26 | -30.31K | 13.47% |
| OneAscent Financial Services LLC | 178.43K | Sep 30, 26 | +12.82K | 6.35% |
| Bare Financial Services, Inc | 158.50K | Sep 30, 26 | +7.51K | 5.64% |
| OneAscent Wealth Management LLC | 63.94K | Sep 30, 26 | -10.12K | 2.27% |
| Arete Wealth Advisors, LLC | 22.41K | Sep 30, 26 | +481 | 0.80% |
| OneAscent Family Office, LLC | 9.26K | Sep 30, 26 | -374 | 0.33% |
| UBS Group AG | 479 | Sep 30, 26 | +479 | 0.02% |
| Capital Investment Advisory Services, LLC | 43 | Sep 30, 26 | +43 | 0.00% |
| Values First Advisors, Inc. | -- | Sep 30, 26 | -12.44K | -- |
| Vident Advisory, LLC | 302.00K | Jun 30, 26 | +1 | 10.74% |
| ICONIQ Capital, LLC | 214.25K | Jun 30, 26 | -- | 7.62% |
| World Investment Advisors | 60.28K | Jun 30, 26 | -- | 2.14% |
| Keel Point, LLC | 38.65K | Jun 30, 26 | -24.96K | 1.37% |
| AQR CAPITAL MANAGEMENT LLC | 22.65K | Jun 30, 26 | -- | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 17.29K | Jun 30, 26 | +4.14K | 0.61% |
| BROWN ADVISORY INC | 13.80K | Jun 30, 26 | -9.05K | 0.49% |
| JONES FINANCIAL COMPANIES LLLP | 10.93K | Jun 30, 26 | +3.34K | 0.39% |
| OneAscent Family Office, LLC | 9.64K | Jun 30, 26 | +1.62K | 0.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.04K | Jun 30, 26 | +7.04K | 0.25% |
| Operose Advisors LLC | 2.02K | Jun 30, 26 | -- | 0.07% |
| Aptus Capital Advisors, LLC | 493 | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| VANGUARD ADVISERS INC | 22 | Jun 30, 26 | +22 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -8.04K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -172.56K | -- |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -1 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -9.78K | -- |
| AIFG Consultants Ltd. | 7.61K | Dec 31, 25 | +7.61K | 0.27% |
| WR Wealth Planners, LLC | 75 | Dec 31, 24 | -- | 0.00% |
