| 1 | NORTHERN TRUST CORP | $232.2M | 4.8M | Added |
| 2 | Cerity Partners LLC | $115.3M | 2.4M | Added |
| 3 | AE Wealth Management LLC | $66.5M | 1.4M | Added |
| 4 | MORGAN STANLEY | $47.0M | 966,850 | Added |
| 5 | Cornerstone National Bank & Trust Co | $17.5M | 360,483 | Trimmed |
| 6 | Harbour Trust & Investment Management Co | $15.0M | 308,684 | Trimmed |
| 7 | Anderson Financial Strategies, LLC | $10.9M | 225,020 | Added |
| 8 | HORIZON BANCORP INC /IN/ | $8.7M | 179,879 | Added |
| 9 | Finward Bancorp | $8.0M | 165,547 | Added |
| 10 | LPL Financial LLC | $7.9M | 162,803 | Added |
| 11 | Pinnacle Financial Partners, Inc. | $6.9M | 141,346 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 123,771 | Added |
| 13 | Herold Advisors, Inc. | $4.8M | 98,157 | Added |
| 14 | STIFEL FINANCIAL CORP | $4.7M | 95,879 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $4.4M | 90,432 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $4.2M | 86,715 | Added |
| 17 | Boltwood Capital Management | $3.7M | 76,597 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 71,714 | Added |
| 19 | JANE STREET GROUP, LLC | $3.3M | 67,503 | New |
| 20 | RAYMOND JAMES FINANCIAL INC | $2.8M | 57,328 | Added |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 56,242 | Trimmed |
| 22 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.4M | 48,383 | Added |
| 23 | Triad Wealth Partners, LLC | $2.1M | 42,563 | Added |
| 24 | TOUNJIAN ADVISORY PARTNERS, LLC | $2.0M | 41,856 | Trimmed |
| 25 | Independent Advisor Alliance | $1.9M | 38,705 | Trimmed |