| OneAscent Financial Services LLC |
| 2.93% | 2.59% | #2 | $61.3M | 1.7M | $47.8M | 1.6M | +102,177+6.37% | Add |
| OneAscent Wealth Management LLC |
| 5.56% | 5.73% | #1 | $18.7M | 519,509 | $17.3M | 581,253 | -61,744-10.62% | Reduce |
| Atria Investments, Inc |
| 0.04% | 0.04% | #7 | $4.3M | 120,899 | $3.2M | 107,918 | +12,981+12.03% | Add |
| OneAscent Family Office, LLC |
| 0.72% | 1.08% | #3 | $1.4M | 39,518 | $1.6M | 52,020 | -12,502-24.03% | Reduce |
| First Heartland Consultants, Inc. |
| 0.07% | 0.07% | #6 | $1.0M | 27,912 | $904,907 | 30,366 | -2,454-8.08% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #13 | $661,170 | 18,396 | $345,408 | 11,591 | +6,805+58.71% | Add |
| OneAscent Investment Solutions LLC |
| 0.54% | 0.48% | #4 | $566,951 | 15,774 | $480,269 | 16,116 | -342-2.12% | Reduce |
| Plan A Wealth LLC |
| 0.22% | 0.18% | #5 | $518,919 | 14,438 | $377,238 | 12,659 | +1,779+14.05% | Add |
| Strategic Blueprint, LLC |
| 0.02% | 0.02% | #8 | $457,603 | 12,732 | $390,142 | 13,092 | -360-2.75% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #11 | $375,801 | 10,456 | $511,000 | 17,156 | -6,700-39.05% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #10 | $221,362 | 6,159 | $181,422 | 6,088 | +71+1.17% | Add |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #12 | $66,240 | 1,843 | $54,921 | 1,843 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #14 | $38,421 | 1,069 | $0 | 0 | +1,069 | New Buy |
| Values First Advisors, Inc. |
| 0.01% | 0.01% | #9 | $17,228 | 479 | $24,714 | 829 | -350-42.22% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #15 | $11,357 | 316 | $9,416 | 316 | 00.00% | Unchanged |
