| 1 | Disciplina Capital Management LLC | $20.0M | 62,205 | Hold |
| 2 | GREAT LAKES ADVISORS, LLC | $11.7M | 74,893 | New |
| 3 | Fulton Bank, N.A. | $7.9M | 50,392 | Added |
| 4 | Williams Jones Wealth Management, LLC. | $5.0M | 32,016 | Added |
| 5 | NORTH STAR ASSET MANAGEMENT INC | $3.4M | 21,972 | Added |
| 6 | McIlrath & Eck, LLC | $2.2M | 13,870 | New |
| 7 | Hemenway Trust Co LLC | $1.9M | 11,863 | Hold |
| 8 | Arvest Bank Trust Division | $1.7M | 10,886 | Hold |
| 9 | Financial Gravity Asset Management, Inc. | $1.2M | 7,818 | Added |
| 10 | Ethos Financial Group, LLC | $1.1M | 6,877 | Added |
| 11 | FIRST MERCHANTS CORP | $631,567 | 4,043 | Trimmed |
| 12 | ROWLANDMILLER & PARTNERS.ADV | $602,543 | 3,856 | Trimmed |
| 13 | Lester Murray Antman dba SimplyRich | $602,000 | 3,854 | New |
| 14 | Trivant Custom Portfolio Group, LLC | $502,873 | 3,219 | New |
| 15 | Dempze Nancy E | $451,000 | 2,887 | Hold |
| 16 | CENTRAL BANK & TRUST CO | $353,537 | 2,263 | Hold |
| 17 | TIEMANN INVESTMENT ADVISORS, LLC | $326,805 | 2,091 | New |
| 18 | Violich Capital Management, Inc. | $312,460 | 2,000 | New |
| 19 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $300,035 | 1,920 | Added |
| 20 | NEVILLE RODIE & SHAW INC | $242,000 | 1,551 | Added |
| 21 | WOODSTOCK CORP | $234,632 | 1,502 | Hold |
| 22 | Coston, McIsaac & Partners | $186,000 | 1,195 | Added |
| 23 | McMillan Office, Inc. | $152,998 | 979 | Hold |
| 24 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 25 | Fifth Third Wealth Advisors LLC | $0 | 0 | Exited |