| GOLDMAN SACHS GROUP INC | 2,442,985 | $139.3m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,342,831 | $76.5m | 0.0% |
| MORGAN STANLEY | 1,265,333 | $72.1m | 0.0% |
| UBS Group AG | 831,141 | $47.4m | 0.0% |
| LPL Financial LLC | 530,852 | $30.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 492,910 | $28.1m | 0.0% |
| FMR LLC | 447,535 | $25.5m | 0.0% |
| Boothe Investment Group, Inc. | 446,055 | $25.4m | 8.0% |
| Bank of New York Mellon Corp | 421,768 | $24.0m | 0.0% |
| Rockefeller Capital Management L.P. | 413,712 | $23.6m | 0.0% |
| ROYAL BANK OF CANADA | 395,634 | $22.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 340,760 | $19.4m | 0.0% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 291,745 | $16.6m | 0.3% |
| PATTEN & PATTEN INC/TN | 262,566 | $15.0m | 0.8% |
| Vestmark Advisory Solutions, Inc. | 257,124 | $14.7m | 0.1% |
| Azimuth Capital Investment Management LLC | 193,515 | $11.0m | 0.4% |
| VALLEY WEALTH MANAGERS, INC. | 189,717 | $10.8m | 0.6% |
| Pathstone Holdings, LLC | 155,318 | $8.9m | 0.0% |
| CONNING INC. | 144,030 | $8.2m | 0.2% |
| Sharper & Granite LLC | 114,024 | $6.5m | 2.0% |
| Federation des caisses Desjardins du Quebec | 107,588 | $6.1m | 0.0% |
| Guardian Partners Inc. | 100,300 | $5.7m | 0.5% |
| ENVESTNET ASSET MANAGEMENT INC | 93,306 | $5.3m | 0.0% |
| CATHY PARETO & ASSOCIATES, INC | 93,087 | $5.3m | 3.1% |
| JONES FINANCIAL COMPANIES LLLP | 84,497 | $4.7m | 0.0% |