| 1 | MORGAN STANLEY | $118.0M | 2.3M | Added |
| 2 | LPL Financial LLC | $97.3M | 1.9M | Added |
| 3 | GOLDMAN SACHS GROUP INC | $82.7M | 1.6M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $75.1M | 1.5M | Added |
| 5 | Focus Partners Wealth | $63.0M | 1.2M | Added |
| 6 | PATTEN & PATTEN INC/TN | $51.4M | 1.0M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $47.5M | 938,819 | Added |
| 8 | Kensington Asset Management, LLC | $45.8M | 905,991 | Added |
| 9 | Amplius Wealth Advisors, LLC | $41.3M | 816,573 | Added |
| 10 | UBS Group AG | $37.0M | 730,893 | Added |
| 11 | Providence Financial Advisors, LLC | $33.7M | 665,670 | Trimmed |
| 12 | SPINNAKER TRUST | $30.8M | 608,555 | Added |
| 13 | McGowan Group Asset Management, Inc. | $27.3M | 540,585 | Added |
| 14 | Proficio Capital Partners LLC | $23.5M | 465,485 | Added |
| 15 | FreeGulliver LLC | $21.7M | 429,980 | Added |
| 16 | Avestar Capital, LLC | $20.7M | 408,736 | Added |
| 17 | One Capital Management, LLC | $17.3M | 341,312 | Hold |
| 18 | Alpha Omega Wealth Management LLC | $16.3M | 322,583 | Added |
| 19 | Andrews Advisory Associates, LLC | $16.0M | 316,226 | Added |
| 20 | WINCAP FINANCIAL LLC | $14.6M | 288,174 | Added |
| 21 | Fortis Capital Management LLC | $10.3M | 203,994 | Trimmed |
| 22 | Cassia Capital Partners, LLC | $9.5M | 187,391 | Trimmed |
| 23 | Mainstream Capital Management LLC | $9.5M | 187,377 | Added |
| 24 | SAGE RHINO CAPITAL LLC | $8.9M | 175,621 | Added |
| 25 | TIEMANN INVESTMENT ADVISORS, LLC | $8.7M | 171,465 | Added |