| Rakuten Investment Management, Inc. |
| 6.86% | 8.66% | #32 | $2.38B | 15.3M | $4.26B | 31.0M | -15.8M-50.79% | Reduce |
| MORGAN STANLEY |
| 0.09% | 0.04% | #654 | $1.67B | 10.6M | $700.9M | 5.1M | +5.6M+109.31% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.55% | 0.56% | #239 | $1.60B | 10,168 | $1.0M | 8,709 | +1,459+16.75% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 20.46% | 15.94% | #10 | $1.42B | 9.0M | $555.4M | 4.8M | +4.2M+88.56% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #810 | $836.7M | 5.3M | $742.7M | 5.4M | -38,658-0.72% | Reduce |
| UBS Group AG |
| 0.1% | 0.1% | #630 | $758.6M | 4.8M | $646.2M | 4.7M | +162,195+3.47% | Add |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
| 0.33% | 0.33% | #330 | $462.8M | 3.0M | $400.4M | 3.0M | -13,461-0.45% | Reduce |
| ROYAL BANK OF CANADA |
| 0.06% | 0.06% | #767 | $406.3M | 2.6M | $318.8M | 2.3M | +284,274+12.33% | Add |
| NORTHERN TRUST CORP |
| 0.05% | 0.05% | #846 | $391.1M | 2.5M | $343.8M | 2.5M | +6,124+0.25% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.2% | 0.2% | #451 | $367.8M | 2.3M | $319.8M | 2.3M | +31,125+1.35% | Add |
| BRANDYWINE TRUST CO |
| 53.26% | 51.94% | #1 | $330.5M | 2.1M | $286.6M | 2.1M | +34,146+1.65% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.15% | #695 | $329.1M | 2.1M | $569.3M | 4.1M | -2.0M-49.00% | Reduce |
| JANE STREET GROUP, LLC |
| 0.02% | 0.07% | #1004 | $241.0M | 1.5M | $514.5M | 3.7M | -2.2M-58.71% | Reduce |
| ANGELES WEALTH MANAGEMENT, LLC |
| 8.93% | 11.08% | #25 | $237.8M | 1.5M | $203.7M | 1.5M | +42,424+2.88% | Add |
| SCS Capital Management LLC |
| 2.07% | 1.81% | #95 | $218.9M | 1.4M | $170.5M | 1.2M | +162,426+13.18% | Add |
| Global Endowment Management, LP |
| 21.18% | 15.72% | #9 | $209.0M | 1.3M | $140.9M | 1.0M | +312,789+30.70% | Add |
| ALLIANCEBERNSTEIN L.P. |
| 0.07% | 0.07% | #718 | $204.9M | 1.5M | $208.6M | 1.5M | +2,443+0.17% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #852 | $198.3M | 1.3M | $168.7M | 1.2M | +43,931+3.60% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #919 | $195.2M | 1.2M | $166.0M | 1.2M | +43,360+3.61% | Add |
| Permanent Capital Management, LP |
| 24.39% | 15.13% | #7 | $182.1M | 1.2M | $97.3M | 643,393 | +517,052+80.36% | Add |
| Rockefeller Capital Management L.P. |
| 0.27% | 0.25% | #380 | $176.7M | 1.1M | $138.4M | 1.0M | +125,473+12.54% | Add |
| BROWN ADVISORY INC |
| 0.24% | 0.23% | #408 | $156.0M | 994,218 | $141.8M | 1.0M | -31,155-3.04% | Reduce |
| BESSEMER GROUP INC |
| 0.21% | 0.05% | #437 | $151.8M | 967,468 | $32.7M | 236,329 | +731,139+309.37% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.01% | <0.01% | #1081 | $150.2M | 957,100 | $34.5M | 249,066 | +708,034+284.28% | Add |
| Vernal Point Advisors, LLC |
| 50.59% | 51.34% | #2 | $149.8M | 954,731 | $126.3M | 912,923 | +41,808+4.58% | Add |
| Cetera Investment Advisers |
| 0.14% | 0.12% | #543 | $148.9M | 948,998 | $117.3M | 848,100 | +100,898+11.90% | Add |
| US BANCORP \DE\ |
| 0.16% | 0.76% | #497 | $148.5M | 946,099 | $629.2M | 4.5M | -3.6M-79.20% | Reduce |
| DC Investments Management, LLC |
| 46.96% | 46.87% | #3 | $137.7M | 877,390 | $122.4M | 885,102 | -7,712-0.87% | Reduce |
| Cerity Partners OCIO LLC |
| 6.96% | 6.97% | #31 | $137.5M | 876,239 | $116.2M | 839,995 | +36,244+4.31% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #896 | $130.7M | 832,433 | $115.6M | 835,703 | -3,270-0.39% | Reduce |
| Cresset Asset Management, LLC |
| 0.46% | 0.47% | #270 | $128.0M | 815,552 | $109.4M | 791,069 | +24,483+3.09% | Add |
| NEPC LLC |
| 2.35% | 2.43% | #81 | $125.7M | 800,713 | $122.0M | 881,834 | -81,121-9.20% | Reduce |
| SBI Securities Co., Ltd. |
| 2.83% | 3% | #70 | $124.6M | 793,845 | $109.5M | 791,922 | +1,923+0.24% | Add |
| Quantinno Capital Management LP |
| 0.14% | 0.25% | #533 | $118.7M | 756,025 | $152.6M | 1.1M | -347,192-31.47% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.02% | 0.02% | #991 | $118.1M | 752,555 | $107.3M | 775,419 | -22,864-2.95% | Reduce |
| Zhang Financial LLC |
| 3.39% | 3.46% | #58 | $116.1M | 739,897 | $100.1M | 723,873 | +16,024+2.21% | Add |
| BARINGS LLC |
| 2.04% | 1.93% | #96 | $115.0M | 732,779 | $119.8M | 866,336 | -133,557-15.42% | Reduce |
| Mariner, LLC |
| 0.11% | 0.12% | #584 | $109.6M | 701,429 | $106.7M | 772,787 | -71,358-9.23% | Reduce |
| Corient Private Wealth LLC |
| 0.08% | 0.12% | #686 | $104.9M | 668,222 | $83.8M | 655,991 | +12,231+1.86% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #995 | $104.3M | 664,465 | $93.7M | 677,819 | -13,354-1.97% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.03% | #867 | $104.1M | 676,102 | $67.0M | 497,680 | +178,422+35.85% | Add |
| OneDigital Investment Advisors LLC |
| 0.86% | 0.7% | #185 | $101.5M | 646,457 | $71.8M | 519,204 | +127,253+24.51% | Add |
| Cerity Partners LLC |
| 0.12% | 0.12% | #575 | $98.9M | 630,139 | $85.3M | 616,834 | +13,305+2.16% | Add |
| Wind River Trust Co |
| 33% | 32.7% | #5 | $97.7M | 622,577 | $86.7M | 626,805 | -4,228-0.67% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #1124 | $96.6M | 615,494 | $77.5M | 560,011 | +55,483+9.91% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.09% | #641 | $96.1M | 612,064 | $82.3M | 594,703 | +17,361+2.92% | Add |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
| 3.38% | 2.57% | #59 | $95.3M | 606,900 | $68.3M | 493,679 | +113,221+22.93% | Add |
| TIFF ADVISORY SERVICES, LLC |
| 23.16% | 19.15% | #8 | $94.4M | 601,770 | $85.0M | 614,236 | -12,466-2.03% | Reduce |
| Sageworth Trust Co |
| 3.51% | 4.31% | #56 | $89.2M | 568,189 | $79.6M | 575,257 | -7,068-1.23% | Reduce |
| Alta Advisers Ltd |
| 19.99% | 18.6% | #12 | $88.2M | 561,916 | $51.4M | 490,210 | +71,706+14.63% | Add |
