| 1 | Windmill Hill Asset Management Ltd | $331.5M | 5.4M | Added |
| 2 | Choate Investment Advisors | $139.2M | 2.3M | Trimmed |
| 3 | Betterment LLC | $121.1M | 2.0M | Added |
| 4 | Bank of New York Mellon Corp | $79.2M | 1.3M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $66.4M | 1.1M | Added |
| 6 | LPL Financial LLC | $30.5M | 498,471 | Added |
| 7 | PNC Financial Services Group, Inc. | $28.5M | 466,568 | Trimmed |
| 8 | MORGAN STANLEY | $27.9M | 456,721 | Added |
| 9 | SPINNAKER TRUST | $27.8M | 455,027 | Added |
| 10 | Gemmer Asset Management LLC | $27.6M | 451,355 | Trimmed |
| 11 | Beacon Pointe Advisors, LLC | $23.9M | 391,330 | Trimmed |
| 12 | Allianz SE | $18.2M | 298,008 | Hold |
| 13 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $17.8M | 291,227 | Trimmed |
| 14 | Pathstone Holdings, LLC | $16.5M | 269,933 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $15.7M | 257,545 | Added |
| 16 | Royal Bank of Canada | $14.0M | 228,910 | Trimmed |
| 17 | Mariner, LLC | $12.9M | 211,657 | Trimmed |
| 18 | GOULD ASSET MANAGEMENT LLC /CA/ | $10.8M | 176,006 | Trimmed |
| 19 | SEEDS INVESTOR LLC | $10.6M | 173,168 | Added |
| 20 | Rockefeller Capital Management L.P. | $9.8M | 160,095 | Trimmed |
| 21 | Cerity Partners LLC | $9.6M | 156,328 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 155,573 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $9.5M | 154,904 | Added |
| 24 | RETIREMENT INCOME SOLUTIONS, INC | $8.7M | 164,718 | Trimmed |
| 25 | SEI INVESTMENTS CO | $7.4M | 121,445 | Trimmed |