| 1 | GOLDMAN SACHS GROUP INC | $134.3M | 2.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $70.8M | 1.4M | Trimmed |
| 3 | MORGAN STANLEY | $65.1M | 1.2M | Trimmed |
| 4 | UBS Group AG | $43.3M | 827,237 | Added |
| 5 | LPL Financial LLC | $27.8M | 532,071 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $25.6M | 490,134 | Trimmed |
| 7 | FMR LLC | $23.4M | 448,102 | Added |
| 8 | Boothe Investment Group, Inc. | $23.3M | 446,382 | Added |
| 9 | Royal Bank of Canada | $23.1M | 442,287 | Trimmed |
| 10 | Bank of New York Mellon Corp | $22.5M | 430,900 | Added |
| 11 | Rockefeller Capital Management L.P. | $21.2M | 405,196 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $17.9M | 341,614 | Trimmed |
| 13 | PATTEN & PATTEN INC/TN | $13.8M | 263,192 | Added |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.2M | 233,638 | Added |
| 15 | Vestmark Advisory Solutions, Inc. | $11.8M | 225,583 | Added |
| 16 | Azimuth Capital Investment Management LLC | $10.3M | 197,210 | Added |
| 17 | VALLEY WEALTH MANAGERS, INC. | $10.2M | 195,544 | Added |
| 18 | Pathstone Holdings, LLC | $8.0M | 153,249 | Hold |
| 19 | CONNING INC. | $7.5M | 144,030 | Hold |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.2M | 119,387 | Added |
| 21 | CONDOR CAPITAL MANAGEMENT | $5.9M | 113,282 | Trimmed |
| 22 | Sharper & Granite LLC | $5.9M | 112,969 | Added |
| 23 | Janney Montgomery Scott LLC | $5.9M | 112,712 | Added |
| 24 | Federation des caisses Desjardins du Quebec | $5.6M | 107,742 | Added |
| 25 | CATHY PARETO & ASSOCIATES, INC | $5.2M | 99,565 | Added |