| 1 | Betterment LLC | $142.9M | 1.6M | Added |
| 2 | PNC Financial Services Group, Inc. | $105.7M | 1.2M | Added |
| 3 | Angeles Investment Advisors, LLC | $78.4M | 889,414 | Added |
| 4 | Thrivent Financial for Lutherans | $69.7M | 790,935 | Added |
| 5 | Fund Evaluation Group, LLC | $45.2M | 512,574 | Added |
| 6 | National Philanthropic Trust | $42.0M | 476,634 | Hold |
| 7 | GOLDMAN SACHS GROUP INC | $34.5M | 391,401 | Added |
| 8 | JPMORGAN CHASE & CO | $24.7M | 282,396 | Trimmed |
| 9 | Orion Porfolio Solutions, LLC | $18.6M | 211,498 | Added |
| 10 | Ethic Inc. | $17.1M | 194,114 | Trimmed |
| 11 | Dorsey & Whitney Trust CO LLC | $16.5M | 186,983 | Hold |
| 12 | BANK OF AMERICA CORP /DE/ | $16.4M | 185,599 | Trimmed |
| 13 | ASPIRIANT, LLC | $14.8M | 167,619 | Added |
| 14 | Beacon Pointe Advisors, LLC | $14.1M | 160,262 | Trimmed |
| 15 | MORGAN STANLEY | $12.5M | 141,392 | Added |
| 16 | Mutual Advisors, LLC | $10.9M | 123,719 | Trimmed |
| 17 | Pathstone Holdings, LLC | $9.8M | 110,650 | Trimmed |
| 18 | Values Added Financial LLC | $7.6M | 85,748 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $5.7M | 64,726 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 63,084 | Added |
| 21 | Gateway Wealth Partners, LLC | $4.5M | 51,211 | Trimmed |
| 22 | Modern Wealth Management, LLC | $4.1M | 46,340 | Added |
| 23 | MONETA GROUP INVESTMENT ADVISORS LLC | $3.8M | 42,809 | Added |
| 24 | A&I FINANCIAL SERVICES, LLC | $3.7M | 42,458 | Trimmed |
| 25 | Bank of New York Mellon Corp | $3.5M | 40,133 | Trimmed |