| 1 | Windmill Hill Asset Management Ltd | $59.7M | 1.1M | Hold |
| 2 | Betterment LLC | $30.2M | 556,930 | Trimmed |
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | $10.8M | 199,956 | Added |
| 4 | Rockefeller Capital Management L.P. | $5.6M | 104,309 | Hold |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 73,194 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $3.9M | 72,765 | Added |
| 7 | BALDWIN WEALTH PARTNERS LLC/MA | $3.3M | 60,865 | Added |
| 8 | Miracle Mile Advisors, LLC | $2.3M | 41,673 | Trimmed |
| 9 | Cerity Partners LLC | $2.1M | 38,491 | Trimmed |
| 10 | FLOW TRADERS U.S. LLC | $2.0M | 36,216 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $1.6M | 29,629 | Trimmed |
| 12 | LPL Financial LLC | $1.6M | 28,740 | Added |
| 13 | TIFF ADVISORY SERVICES, LLC | $890,320 | 16,442 | Added |
| 14 | Creative Planning | $885,500 | 16,353 | Added |
| 15 | JANE STREET GROUP, LLC | $822,796 | 15,195 | Trimmed |
| 16 | BlackRock, Inc. | $753,214 | 13,910 | Added |
| 17 | BAILARD, INC. | $698,036 | 12,891 | Hold |
| 18 | Modera Wealth Management, LLC | $618,925 | 11,430 | Hold |
| 19 | COLDSTREAM CAPITAL MANAGEMENT INC | $612,321 | 11,308 | Added |
| 20 | SCS Capital Management LLC | $612,092 | 11,304 | New |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $601,802 | 11,114 | Added |
| 22 | Tortoise Investment Management, LLC | $585,568 | 10,814 | Trimmed |
| 23 | PROFFITT & GOODSON INC | $545,932 | 10,082 | Trimmed |
| 24 | Mariner, LLC | $424,477 | 7,839 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $422,968 | 7,811 | Trimmed |