| 1 | Windmill Hill Asset Management Ltd | $48.7M | 1.1M | Added |
| 2 | Betterment LLC | $25.9M | 585,684 | Trimmed |
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | $6.5M | 147,082 | New |
| 4 | Rockefeller Capital Management L.P. | $4.6M | 104,309 | Trimmed |
| 5 | FLOW TRADERS U.S. LLC | $4.1M | 93,750 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 83,777 | New |
| 7 | BANK OF AMERICA CORP /DE/ | $3.1M | 69,495 | Added |
| 8 | BALDWIN WEALTH PARTNERS LLC/MA | $2.5M | 57,584 | Added |
| 9 | JANE STREET GROUP, LLC | $2.4M | 53,319 | New |
| 10 | Miracle Mile Advisors, LLC | $1.8M | 41,832 | Trimmed |
| 11 | Cerity Partners LLC | $1.7M | 39,138 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $1.6M | 35,578 | New |
| 13 | LPL Financial LLC | $1.2M | 27,681 | Trimmed |
| 14 | TIFF ADVISORY SERVICES, LLC | $688,223 | 15,572 | Trimmed |
| 15 | BAILARD, INC. | $569,733 | 12,891 | Hold |
| 16 | Creative Planning | $568,717 | 12,868 | Trimmed |
| 17 | Mariner, LLC | $538,604 | 12,187 | Added |
| 18 | Modera Wealth Management, LLC | $505,163 | 11,430 | Hold |
| 19 | COLDSTREAM CAPITAL MANAGEMENT INC | $498,580 | 11,281 | Added |
| 20 | Tortoise Investment Management, LLC | $495,616 | 11,214 | Added |
| 21 | PROFFITT & GOODSON INC | $453,674 | 10,265 | Trimmed |
| 22 | BlackRock, Inc. | $437,984 | 9,910 | Hold |
| 23 | Thrivent Financial for Lutherans | $360,000 | 8,135 | New |
| 24 | HARBOUR INVESTMENTS, INC. | $351,345 | 7,949 | Trimmed |
| 25 | BRADLEY FOSTER & SARGENT INC/CT | $289,353 | 6,547 | Hold |