| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $48.5M | 539,792 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $29.3M | 326,259 | Added |
| 3 | Ledyard National Bank | $13.4M | 148,475 | Trimmed |
| 4 | BENJAMIN EDWARDS INC | $6.9M | 76,550 | Trimmed |
| 5 | Magnus Financial Group LLC | $6.0M | 66,730 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.5M | 61,726 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 49,637 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 44,067 | Trimmed |
| 9 | VestGen Investment Management | $3.8M | 42,559 | Trimmed |
| 10 | HORIZON BANCORP INC /IN/ | $3.1M | 34,050 | Trimmed |
| 11 | Sageworth Trust Co | $2.7M | 29,664 | Hold |
| 12 | CFS Investment Advisory Services, LLC | $2.2M | 24,136 | Trimmed |
| 13 | HM PAYSON & CO | $2.0M | 22,215 | Hold |
| 14 | MATHER GROUP, LLC. | $1.8M | 19,978 | Trimmed |
| 15 | Bryn Mawr Trust Advisors, LLC | $1.8M | 19,848 | Hold |
| 16 | Anson Capital, Inc. | $1.6M | 17,283 | Trimmed |
| 17 | Atria Investments, Inc | $1.5M | 16,788 | Added |
| 18 | Selby Wealth Management, LLC | $1.5M | 16,403 | Trimmed |
| 19 | First Heartland Consultants, Inc. | $1.4M | 15,706 | Added |
| 20 | FIRST FINANCIAL CORP /IN/ | $1.3M | 14,273 | Hold |
| 21 | Sageworth Trust Co of South Dakota | $1.2M | 13,436 | Trimmed |
| 22 | VISTA CAPITAL PARTNERS, INC. | $1.1M | 11,762 | Hold |
| 23 | SENTINEL TRUST CO LBA | $962,000 | 10,700 | Hold |
| 24 | WealthPlan Investment Management, LLC | $886,431 | 9,858 | Added |
| 25 | PARSONS CAPITAL MANAGEMENT INC/RI | $882,745 | 9,817 | Hold |