| 1 | Betterment LLC | $123.3M | 1.6M | Added |
| 2 | PNC Financial Services Group, Inc. | $90.1M | 1.2M | Added |
| 3 | Thrivent Financial for Lutherans | $60.2M | 789,467 | Added |
| 4 | Angeles Investment Advisors, LLC | $58.3M | 764,656 | Trimmed |
| 5 | National Philanthropic Trust | $36.4M | 476,634 | Hold |
| 6 | Fund Evaluation Group, LLC | $33.0M | 432,269 | New |
| 7 | GOLDMAN SACHS GROUP INC | $28.8M | 377,759 | Trimmed |
| 8 | Ethic Inc. | $26.4M | 346,335 | Trimmed |
| 9 | JPMORGAN CHASE & CO | $25.9M | 349,469 | Trimmed |
| 10 | Dorsey & Whitney Trust CO LLC | $14.3M | 186,983 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $14.2M | 185,779 | Added |
| 12 | Orion Porfolio Solutions, LLC | $13.2M | 173,555 | Added |
| 13 | Beacon Pointe Advisors, LLC | $12.3M | 160,815 | New |
| 14 | MORGAN STANLEY | $10.1M | 132,714 | Added |
| 15 | ASPIRIANT, LLC | $10.1M | 132,031 | Added |
| 16 | Mutual Advisors, LLC | $9.5M | 124,903 | Trimmed |
| 17 | Pathstone Holdings, LLC | $8.5M | 111,150 | Hold |
| 18 | Gateway Wealth Partners, LLC | $7.6M | 100,168 | Added |
| 19 | Values Added Financial LLC | $6.4M | 83,794 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $5.3M | 69,048 | Trimmed |
| 21 | Financial Insights, Inc. | $3.9M | 50,610 | Trimmed |
| 22 | A&I FINANCIAL SERVICES, LLC | $3.3M | 43,848 | Trimmed |
| 23 | Bank of New York Mellon Corp | $3.2M | 41,325 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 38,338 | New |
| 25 | Plum Street Advisors, LLC | $2.6M | 34,160 | Added |