| Windmill Hill Asset Management Ltd | 5,426,150 | $331.5m | 74.0% |
| Choate Investment Advisors | 2,278,337 | $139.2m | 2.4% |
| Betterment LLC | 1,981,562 | $121.1m | 0.2% |
| Bank of New York Mellon Corp | 1,296,357 | $79.2m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,087,515 | $66.4m | 0.0% |
| LPL Financial LLC | 498,471 | $30.5m | 0.0% |
| PNC Financial Services Group, Inc. | 466,568 | $28.5m | 0.0% |
| MORGAN STANLEY | 456,721 | $27.9m | 0.0% |
| SPINNAKER TRUST | 455,027 | $27.8m | 1.3% |
| Gemmer Asset Management LLC | 451,355 | $27.6m | 1.9% |
| Beacon Pointe Advisors, LLC | 391,330 | $23.9m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 309,808 | $18.9m | 0.0% |
| Allianz SE | 298,008 | $18.2m | 0.2% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 291,227 | $17.8m | 0.6% |
| Pathstone Holdings, LLC | 269,933 | $16.5m | 0.0% |
| AMERIPRISE FINANCIAL INC | 257,545 | $15.7m | 0.0% |
| ROYAL BANK OF CANADA | 228,910 | $14.0m | 0.0% |
| Mariner, LLC | 211,657 | $12.9m | 0.0% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 176,006 | $10.8m | 1.7% |
| SEEDS INVESTOR LLC | 173,168 | $10.6m | 1.1% |
| Rockefeller Capital Management L.P. | 160,095 | $9.8m | 0.0% |
| Cerity Partners LLC | 156,328 | $9.6m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 155,573 | $9.5m | 0.0% |
| RETIREMENT INCOME SOLUTIONS, INC | 164,718 | $8.7m | 1.5% |
| SEI INVESTMENTS CO | 121,445 | $7.4m | 0.0% |