48 institutions currently hold OAIM, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| OneAscent Financial Services LLC | $109.8M | 5.95% |
| OneAscent Wealth Management LLC | $41.1M | 13.59% |
| Plan A Wealth LLC | $27.3M | 13.08% |
| LPL Financial LLC | $27.2M | 0.01% |
| Atria Investments, Inc | $25.7M | 0.29% |
| OneAscent Family Office, LLC | $10.8M | 7.55% |
| CreativeOne Wealth, LLC | $10.1M | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.7M | 0.02% |
| $5.1M | 0.00% | |
| $4.3M | 0.05% | |
| $3.6M | 0.06% | |
| $3.4M | 0.28% | |
| $3.2M | 1.29% | |
| $3.1M | 3.07% | |
| $2.6M | 0.05% | |
| $2.3M | 1.00% | |
| $1.8M | 0.00% | |
| $1.8M | 0.38% | |
| $1.8M | 0.13% | |
| $1.5M | 0.39% | |
| $1.4M | 1.33% | |
| $1.3M | 0.04% | |
| $1.1M | 0.01% | |
| $1.0M | 0.00% | |
| $786.0K | 0.00% | |
| $611.3K | 0.06% | |
| $555.3K | 0.12% | |
| $543.0K | 0.00% | |
| $370.9K | 0.01% | |
| $364.2K | 0.00% | |
| $363.2K | 0.01% | |
| $285.7K | 0.04% | |
| $279.1K | 0.00% | |
| $252.9K | 0.13% | |
| $232.4K | 0.01% | |
| $230.2K | 0.00% | |
| $221.8K | 0.00% | |
| $213.2K | 0.00% | |
| $150.8K | 0.01% | |
| $126.0K | 0.00% | |
| $76.0K | 0.00% | |
| $23.5K | 0.00% | |
| $13.3K | 0.00% | |
| $12.4K | 0.00% | |
| $11.1K | 0.00% | |
| $6.8K | 0.00% | |
| $43.0 | 0.00% | |
| $43.0 | 0.00% |