| 1 | Betterment LLC | $79.8M | 1.5M | Added |
| 2 | Gemmer Asset Management LLC | $38.6M | 713,531 | Added |
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | $17.9M | 331,505 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $13.8M | 254,535 | Added |
| 5 | BAILARD, INC. | $13.6M | 251,570 | Added |
| 6 | Windmill Hill Asset Management Ltd | $12.3M | 227,939 | Hold |
| 7 | Leith Wheeler Investment Counsel Ltd. | $12.2M | 225,900 | Added |
| 8 | Rockefeller Capital Management L.P. | $9.0M | 166,460 | Hold |
| 9 | Kingsview Wealth Management, LLC | $8.9M | 164,976 | New |
| 10 | SCS Capital Management LLC | $7.5M | 138,932 | Added |
| 11 | LPL Financial LLC | $6.6M | 122,389 | Added |
| 12 | Cerity Partners LLC | $6.6M | 121,860 | Added |
| 13 | SEI INVESTMENTS CO | $6.6M | 121,421 | Added |
| 14 | Miracle Mile Advisors, LLC | $4.9M | 90,908 | Trimmed |
| 15 | FLOW TRADERS U.S. LLC | $4.2M | 77,175 | Added |
| 16 | Royal Bank of Canada | $4.0M | 73,578 | Trimmed |
| 17 | Mariner, LLC | $3.3M | 61,234 | Trimmed |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 60,849 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 56,085 | Trimmed |
| 20 | NEPC LLC | $2.9M | 53,260 | Hold |
| 21 | JANE STREET GROUP, LLC | $2.8M | 52,617 | Trimmed |
| 22 | Values Added Financial LLC | $2.7M | 50,519 | Trimmed |
| 23 | XPONANCE, INC. | $2.7M | 49,141 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $2.0M | 36,772 | Trimmed |
| 25 | TIFF ADVISORY SERVICES, LLC | $1.8M | 33,093 | Added |