| 1 | Assenagon Asset Management S.A. | $27.2M | 737,468 | Added |
| 2 | NEVILLE RODIE & SHAW INC | $4.4M | 120,386 | Hold |
| 3 | COMMUNITY TRUST & INVESTMENT CO | $2.9M | 78,518 | Trimmed |
| 4 | Avior Wealth Management, LLC | $1.6M | 43,688 | Trimmed |
| 5 | Hardin Capital Partners, LLC | $1.5M | 40,630 | Trimmed |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 35,263 | New |
| 7 | MOODY NATIONAL BANK TRUST DIVISION | $974,630 | 26,377 | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $903,221 | 24,444 | Trimmed |
| 9 | FIRST FINANCIAL BANK - TRUST DIVISION | $746,095 | 20,192 | Trimmed |
| 10 | EASTERN BANK | $698,171 | 18,895 | Added |
| 11 | Cooper Financial Group | $563,790 | 15,258 | Added |
| 12 | Dynamic Advisor Solutions LLC | $561,673 | 15,201 | Trimmed |
| 13 | Miller Global Investments, LLC | $545,715 | 14,769 | Hold |
| 14 | Hilltop National Bank | $443,141 | 11,993 | Trimmed |
| 15 | FIRST FINANCIAL CORP /IN/ | $386,608 | 10,463 | Hold |
| 16 | SHAYNE & JACOBS, LLC | $385,980 | 10,446 | Hold |
| 17 | GAMMA Investing LLC | $371,421 | 10,052 | Added |
| 18 | 180 WEALTH ADVISORS, LLC | $296,719 | 8,030 | Trimmed |
| 19 | Versant Capital Management, Inc | $293,863 | 7,953 | Added |
| 20 | Bison Wealth, LLC | $244,531 | 6,540 | Trimmed |
| 21 | CHAPIN DAVIS, INC. | $244,378 | 6,613 | Trimmed |
| 22 | ECLECTIC ASSOCIATES INC /ADV | $238,190 | 6,446 | Added |
| 23 | Bill Few Associates, Inc. | $224,656 | 6,080 | Hold |
| 24 | Emprise Bank | $223,621 | 6,052 | Hold |
| 25 | Apella Capital, LLC | $201,631 | 5,222 | Added |