| OneAscent Financial Services LLC | $97.2M | 5.26% |
| OneAscent Wealth Management LLC | $40.0M | 13.24% |
| Atria Investments, Inc | $10.4M | 0.12% |
| PATRON PARTNERS, LLC | $4.4M | 1.96% |
| OneAscent Family Office, LLC | $4.0M | 2.82% |
| TrueWealth Advisors, LLC | $4.0M | 1.01% |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 0.00% |
| RFG Advisory, LLC | $2.9M | 0.05% |
| Cambridge Investment Research Advisors, Inc. | $2.9M | 0.01% |
| LPL Financial LLC | $2.6M | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 0.00% |
| First Heartland Consultants, Inc. | $2.3M | 0.18% |
| GOLDMAN SACHS GROUP INC | $909.5K | 0.00% |
| OneAscent Investment Solutions LLC | $843.2K | 0.84% |
| Dynamic Advisor Solutions LLC | $544.5K | 0.02% |
| IFP Advisors, Inc | $459.9K | 0.01% |
| Kestra Advisory Services, LLC | $444.9K | 0.00% |
| Security Financial Services, INC. | $439.6K | 0.07% |
| JANE STREET GROUP, LLC | $300.6K | 0.00% |
| Equitable Holdings, Inc. | $291.9K | 0.00% |
| Plan A Wealth LLC | $280.6K | 0.13% |
| Values First Advisors, Inc. | $247.2K | 0.13% |
| Rockefeller Capital Management L.P. | $245.9K | 0.00% |
| SHP Wealth Management | $152.5K | 0.01% |
| Aptus Capital Advisors, LLC | $99.1K | 0.00% |
| Clarity Asset Management, Inc. | $23.7K | 0.01% |
| Blue Trust, Inc. | $9.5K | 0.00% |
| EverSource Wealth Advisors, LLC | $2.4K | 0.00% |
| VANGUARD ADVISERS INC | $34.0 | 0.00% |