| 1 | ENVESTNET ASSET MANAGEMENT INC | $27.9M | 691,820 | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $14.1M | 349,826 | Added |
| 3 | Boltwood Capital Management | $7.3M | 180,790 | Trimmed |
| 4 | HORIZON BANCORP INC /IN/ | $5.1M | 127,621 | Trimmed |
| 5 | FIRST UNITED BANK & TRUST | $4.5M | 111,774 | Added |
| 6 | PARK NATIONAL CORP /OH/ | $3.2M | 78,507 | Added |
| 7 | Impact Partnership Wealth, LLC | $3.0M | 73,594 | Added |
| 8 | Granite Harbor Advisors, Inc. | $2.2M | 54,004 | Trimmed |
| 9 | VestGen Investment Management | $2.0M | 49,746 | Trimmed |
| 10 | Dogwood Wealth Management LLC | $1.8M | 45,174 | Added |
| 11 | Etesian Wealth Advisors, Inc. | $1.2M | 29,154 | Trimmed |
| 12 | REDW Wealth LLC | $996,757 | 24,758 | Trimmed |
| 13 | Clear Point Advisors Inc. | $768,393 | 19,086 | New |
| 14 | PRINCIPAL SECURITIES, INC. | $762,645 | 18,943 | Added |
| 15 | Atria Investments, Inc | $732,933 | 18,205 | Added |
| 16 | First Heartland Consultants, Inc. | $678,582 | 16,855 | Added |
| 17 | Kuhn & Co Investment Counsel | $662,519 | 16,456 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $646,000 | 16,032 | Added |
| 19 | WealthPlan Investment Management, LLC | $583,891 | 14,503 | Added |
| 20 | Quad-Cities Investment Group, LLC | $561,568 | 13,949 | Trimmed |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $515,416 | 12,802 | New |
| 22 | TRANSCEND CAPITAL ADVISORS, LLC | $505,098 | 12,546 | Hold |
| 23 | Rossmore Private Capital | $477,081 | 11,850 | Added |
| 24 | Oakmont Advisory Group, LLC | $452,753 | 11,246 | Added |
| 25 | Herold Advisors, Inc. | $438,000 | 10,903 | Trimmed |