| OneAscent Financial Services LLC | 2,879,184 | $118.1m | 5.6% |
| OneAscent Wealth Management LLC | 1,070,324 | $43.9m | 13.1% |
| Atria Investments, Inc | 304,411 | $12.5m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 152,162 | $6.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 150,498 | $6.2m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 152,074 | $6.1m | 0.0% |
| PATRON PARTNERS, LLC | 147,222 | $6.0m | 2.3% |
| TrueWealth Advisors, LLC | 132,384 | $5.4m | 1.2% |
| LPL Financial LLC | 86,195 | $3.5m | 0.0% |
| OneAscent Family Office, LLC | 85,432 | $3.5m | 1.8% |
| RFG Advisory, LLC | 85,155 | $3.5m | 0.1% |
| First Heartland Consultants, Inc. | 65,914 | $2.7m | 0.2% |
| OneAscent Investment Solutions LLC | 25,231 | $1.0m | 1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,661 | $601,592 | 0.0% |
| Security Financial Services, INC. | 13,866 | $568,971 | 0.1% |
| IFP Advisors, Inc | 13,211 | $542,094 | 0.0% |
| Kestra Advisory Services, LLC | 12,465 | $511,485 | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 10,582 | $434,220 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,185 | $335,860 | 0.0% |
| Plan A Wealth LLC | 8,180 | $335,654 | 0.1% |
| Equitable Holdings, Inc. | 7,969 | $326,996 | 0.0% |
| FLOW TRADERS U.S. LLC | 7,837 | $322,000 | 0.0% |
| Rockefeller Capital Management L.P. | 7,173 | $294,373 | 0.0% |
| JANE STREET GROUP, LLC | 5,650 | $231,839 | 0.0% |
| Values First Advisors, Inc. | 4,506 | $184,912 | 0.1% |