| 1 | WEST PACES ADVISORS INC. | $33.6M | 1.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 1.3M | Added |
| 3 | Boltwood Capital Management | $23.8M | 995,568 | Added |
| 4 | HORIZON BANCORP INC /IN/ | $8.7M | 361,931 | Trimmed |
| 5 | Klingman & Associates, LLC | $6.3M | 264,386 | Trimmed |
| 6 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $5.7M | 238,360 | Hold |
| 7 | Lynx Investment Advisory | $1.7M | 69,588 | Trimmed |
| 8 | VestGen Investment Management | $1.5M | 63,640 | Trimmed |
| 9 | PARK NATIONAL CORP /OH/ | $1.5M | 62,576 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.5M | 61,184 | Added |
| 11 | Rossby Financial, LCC | $1.1M | 46,399 | Trimmed |
| 12 | Atria Investments, Inc | $876,636 | 36,664 | Added |
| 13 | Cornerstone National Bank & Trust Co | $874,137 | 36,938 | Trimmed |
| 14 | First Heartland Consultants, Inc. | $854,017 | 35,718 | Added |
| 15 | CoreCap Advisors, LLC | $808,636 | 33,820 | Added |
| 16 | SIMON QUICK ADVISORS, LLC | $710,940 | 29,734 | Added |
| 17 | Granite Harbor Advisors, Inc. | $643,992 | 26,934 | Trimmed |
| 18 | Trace Wealth Advisors, LLC | $536,923 | 22,456 | Trimmed |
| 19 | IFP Advisors, Inc | $536,780 | 22,450 | Added |
| 20 | FFT WEALTH MANAGEMENT LLC | $508,757 | 21,278 | Trimmed |
| 21 | M.E. ALLISON & CO., INC. | $461,778 | 19,313 | Added |
| 22 | LOWE BROCKENBROUGH & CO INC | $452,946 | 18,944 | New |
| 23 | Holcombe Financial, Inc. | $438,503 | 18,340 | Added |
| 24 | SeaCrest Wealth Management, LLC | $417,803 | 17,474 | Added |
| 25 | WEDBUSH SECURITIES INC | $404,000 | 16,906 | Added |