| 1 | Windmill Hill Asset Management Ltd | $213.8M | 4.0M | Trimmed |
| 2 | Choate Investment Advisors | $126.1M | 2.4M | Trimmed |
| 3 | Betterment LLC | $104.5M | 2.0M | Added |
| 4 | Bank of New York Mellon Corp | $68.8M | 1.3M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $53.6M | 1.0M | Added |
| 6 | PNC Financial Services Group, Inc. | $27.2M | 512,610 | Trimmed |
| 7 | LPL Financial LLC | $25.8M | 485,750 | Added |
| 8 | Gemmer Asset Management LLC | $24.1M | 453,587 | Added |
| 9 | MORGAN STANLEY | $23.1M | 436,290 | Added |
| 10 | SPINNAKER TRUST | $22.9M | 432,061 | Added |
| 11 | Beacon Pointe Advisors, LLC | $21.1M | 398,330 | Added |
| 12 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $18.9M | 357,185 | Added |
| 13 | Allianz SE | $15.8M | 298,008 | Hold |
| 14 | Royal Bank of Canada | $14.1M | 266,749 | Added |
| 15 | Pathstone Holdings, LLC | $14.1M | 266,117 | Hold |
| 16 | Mariner, LLC | $13.4M | 252,208 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $12.6M | 238,040 | Added |
| 18 | GOULD ASSET MANAGEMENT LLC /CA/ | $9.7M | 182,436 | Added |
| 19 | RETIREMENT INCOME SOLUTIONS, INC | $9.0M | 169,450 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $8.5M | 160,386 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 156,283 | Trimmed |
| 22 | Cerity Partners LLC | $8.2M | 154,946 | Added |
| 23 | SEEDS INVESTOR LLC | $8.1M | 142,394 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $7.4M | 140,029 | Trimmed |
| 25 | SEI INVESTMENTS CO | $6.5M | 123,132 | Added |