| MORGAN STANLEY | 2,332,813 | $118.0m | 0.0% |
| LPL Financial LLC | 1,923,139 | $97.3m | 0.0% |
| GOLDMAN SACHS GROUP INC | 1,635,196 | $82.7m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,485,835 | $75.1m | 0.0% |
| Focus Partners Wealth | 1,246,547 | $63.0m | 0.1% |
| PATTEN & PATTEN INC/TN | 1,016,204 | $51.4m | 2.7% |
| WELLS FARGO & COMPANY/MN | 938,819 | $47.5m | 0.0% |
| Kensington Asset Management, LLC | 905,991 | $45.8m | 2.5% |
| Amplius Wealth Advisors, LLC | 816,573 | $41.3m | 3.0% |
| UBS Group AG | 730,893 | $37.0m | 0.0% |
| Providence Financial Advisors, LLC | 665,670 | $33.7m | 19.1% |
| SPINNAKER TRUST | 608,555 | $30.8m | 1.5% |
| McGowan Group Asset Management, Inc. | 540,585 | $27.3m | 3.3% |
| Proficio Capital Partners LLC | 465,485 | $23.5m | 0.8% |
| FreeGulliver LLC | 429,980 | $21.7m | 7.7% |
| Avestar Capital, LLC | 408,736 | $20.7m | 1.2% |
| One Capital Management, LLC | 341,312 | $17.3m | 0.5% |
| Alpha Omega Wealth Management LLC | 322,583 | $16.3m | 2.5% |
| Andrews Advisory Associates, LLC | 316,226 | $16.0m | 7.7% |
| WINCAP FINANCIAL LLC | 288,174 | $14.6m | 7.9% |
| Fortis Capital Management LLC | 203,994 | $10.3m | 1.2% |
| Cassia Capital Partners, LLC | 187,391 | $9.5m | 4.6% |
| Mainstream Capital Management LLC | 187,377 | $9.5m | 5.7% |
| SAGE RHINO CAPITAL LLC | 175,621 | $8.9m | 1.4% |
| TIEMANN INVESTMENT ADVISORS, LLC | 171,465 | $8.7m | 3.1% |