| 1 | Briaud Financial Planning, Inc | $22.1M | 621,833 | Added |
| 2 | 3EDGE Asset Management, LP | $17.4M | 487,328 | Added |
| 3 | EASTERN BANK | $11.2M | 315,532 | New |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $7.3M | 204,242 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 141,069 | Added |
| 6 | Farther Finance Advisors, LLC | $4.9M | 136,947 | Added |
| 7 | Guild Investment Management, Inc. | $4.8M | 135,010 | Added |
| 8 | Plan Group Financial, LLC | $3.1M | 88,002 | Added |
| 9 | Sowell Financial Services LLC | $3.0M | 84,015 | New |
| 10 | Capital Wealth Alliance, LLC | $2.9M | 81,682 | Trimmed |
| 11 | D.A. DAVIDSON & CO. | $2.2M | 62,866 | New |
| 12 | Columbus Macro, LLC | $1.6M | 45,050 | Hold |
| 13 | Miller Global Investments, LLC | $1.4M | 40,695 | Trimmed |
| 14 | WT Wealth Management | $1.3M | 36,234 | Trimmed |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.3M | 36,154 | Added |
| 16 | Fiduciary Alliance LLC | $1.3M | 35,470 | New |
| 17 | Hegarty Advisors, LLC | $926,798 | 26,019 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $915,000 | 25,693 | Added |
| 19 | PRINCIPAL SECURITIES, INC. | $899,726 | 25,259 | Added |
| 20 | Compound Planning, Inc. | $842,527 | 23,653 | Added |
| 21 | VestGen Investment Management | $698,152 | 19,600 | New |
| 22 | Sharp Financial Services, LLC | $393,601 | 11,050 | New |
| 23 | Castleview Partners, LLC | $310,962 | 8,730 | Added |
| 24 | ASSETMARK, INC | $292,618 | 8,215 | Trimmed |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $78,577 | 2,190 | Hold |