| 1 | OLD NATIONAL BANCORP /IN/ | $15.8M | 443,413 | Trimmed |
| 2 | AXIS CAPITAL HOLDINGS LTD | $13.5M | 378,788 | Hold |
| 3 | Harel Insurance Investments & Financial Services Ltd. | $11.7M | 330,200 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 174,580 | Added |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $5.3M | 149,036 | Trimmed |
| 6 | JUNCTURE WEALTH STRATEGIES, LLC | $4.1M | 113,867 | Added |
| 7 | Focus Financial Network, Inc. | $3.5M | 98,781 | Added |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.2M | 90,000 | Added |
| 9 | Quadcap Wealth Management, LLC | $3.2M | 88,573 | New |
| 10 | OAK FAMILY ADVISORS, LLC | $2.8M | 80,098 | New |
| 11 | Private Advisor Group, LLC | $2.5M | 69,054 | Trimmed |
| 12 | Churchill Financial Advisors, LLC | $2.2M | 62,375 | Added |
| 13 | WHITTIER TRUST CO | $2.2M | 60,826 | Trimmed |
| 14 | SENTINEL TRUST CO LBA | $2.1M | 60,000 | Hold |
| 15 | LifeGoal Investments, LLC | $2.0M | 57,360 | Added |
| 16 | INNEALTA CAPITAL, LLC | $1.8M | 50,486 | Hold |
| 17 | WHITTIER TRUST CO OF NEVADA INC | $1.5M | 41,419 | Trimmed |
| 18 | Waterfront Wealth Inc. | $1.4M | 40,383 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 35,907 | Trimmed |
| 20 | Clear Creek Financial Management, LLC | $1.2M | 34,910 | New |
| 21 | CITIGROUP INC | $1.1M | 31,331 | Trimmed |
| 22 | Kroeger Financial Partners | $940,826 | 26,450 | New |
| 23 | Lynx Investment Advisory | $906,176 | 25,476 | Trimmed |
| 24 | Evolution Wealth Advisors, LLC | $890,744 | 25,042 | New |
| 25 | 1834 INVESTMENT ADVISORS CO | $716,428 | 20,141 | Trimmed |