| 1 | NORTHERN TRUST CORP | $671.1M | 16.7M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $27.9M | 691,820 | Added |
| 3 | MORGAN STANLEY | $25.3M | 628,188 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $19.4M | 480,989 | Trimmed |
| 5 | Jefferies Financial Group Inc. | $14.1M | 350,000 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $14.1M | 349,826 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $10.8M | 268,295 | Added |
| 8 | United Bank | $10.1M | 250,116 | Added |
| 9 | Olde Wealth Management, LLC | $8.1M | 200,799 | Added |
| 10 | Spartan Wealth Advisory Services LLC | $7.7M | 191,495 | Added |
| 11 | Pinnacle Financial Partners, Inc. | $7.4M | 184,892 | Added |
| 12 | Boltwood Capital Management | $7.3M | 180,790 | Trimmed |
| 13 | LPL Financial LLC | $5.1M | 127,803 | Trimmed |
| 14 | HORIZON BANCORP INC /IN/ | $5.1M | 127,621 | Trimmed |
| 15 | FIRST UNITED BANK & TRUST | $4.5M | 111,774 | Added |
| 16 | Thrive Capital Management, LLC | $4.3M | 107,269 | Added |
| 17 | PARK NATIONAL CORP /OH/ | $3.2M | 78,507 | Added |
| 18 | TRB Wealth Management, LLC | $3.1M | 76,590 | Added |
| 19 | Impact Partnership Wealth, LLC | $3.0M | 73,594 | Added |
| 20 | Anchor Bay Capital, Inc. | $2.5M | 62,618 | New |
| 21 | JANE STREET GROUP, LLC | $2.3M | 58,170 | Added |
| 22 | Mount Lucas Management LP | $2.2M | 54,798 | Added |
| 23 | Granite Harbor Advisors, Inc. | $2.2M | 54,004 | Trimmed |
| 24 | VestGen Advisors, LLC | $2.1M | 52,113 | Trimmed |
| 25 | EJMK Ventures LLC | $2.0M | 49,757 | Trimmed |