| 1 | NORTHERN TRUST CORP | $219.7M | 4.5M | Trimmed |
| 2 | Cerity Partners LLC | $135.7M | 2.8M | Added |
| 3 | AE Wealth Management LLC | $72.4M | 1.5M | Added |
| 4 | MORGAN STANLEY | $49.3M | 1.0M | Added |
| 5 | Harbour Trust & Investment Management Co | $15.3M | 315,403 | Added |
| 6 | Anderson Financial Strategies, LLC | $11.8M | 245,169 | Added |
| 7 | Cornerstone National Bank & Trust Co | $11.4M | 235,485 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $10.1M | 208,493 | Added |
| 9 | Royal Bank of Canada | $9.4M | 194,303 | Added |
| 10 | HORIZON BANCORP INC /IN/ | $8.6M | 178,014 | Trimmed |
| 11 | Finward Bancorp | $8.5M | 174,995 | Added |
| 12 | LPL Financial LLC | $8.0M | 164,159 | Added |
| 13 | Pinnacle Financial Partners, Inc. | $7.4M | 152,966 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 132,385 | Added |
| 15 | Herold Advisors, Inc. | $5.3M | 109,600 | Added |
| 16 | STIFEL FINANCIAL CORP | $4.3M | 88,664 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.2M | 86,266 | Trimmed |
| 18 | Boltwood Capital Management | $3.7M | 75,994 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 74,883 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $3.4M | 69,035 | Added |
| 21 | Independent Advisor Alliance | $3.0M | 62,833 | Added |
| 22 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.6M | 52,718 | Added |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 47,535 | Trimmed |
| 24 | Triad Wealth Partners, LLC | $2.3M | 47,766 | Added |
| 25 | Trilogy Capital Inc. | $1.9M | 38,216 | Added |