iShares 10-20 Year TreasuryTLHETF
13F holders, Q1 2025 (March 31)525holders +43
104new positions
52sold out
2famous investors
$103.72avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 43 from Q4 2024. 104 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), Bank of America Corp. ($1.0B) and Forum Financial Management, LP ($794.0M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $365.3M |
| Exits | 52 | $97.1M |
All 13F filers, Q4 2024 → Q1 2025: 35,897,364 shares bought and 4,099,549 shares sold, net +31,797,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Envestnet Asset Management Inc. | 0.48% | Add +328.8% | 14,346,414 | $1.5B |
| Bank of America Corp. | 0.09% | Add +5.9% | 9,653,477 | $1.0B |
| Forum Financial Management, LP | 13.14% | Add +1.8% | 7,653,072 | $794.0M |
| LPL Financial LLC | 0.22% | Add +142.6% | 5,362,198 | $556.3M |
| Wells Fargo & Company | 0.08% | Reduce -18.5% | 3,292,036 | $341.5M |
| Ameriprise Financial Inc. | 0.08% | Add +2.0% | 3,012,097 | $312.7M |
| Morgan Stanley | 0.02% | Add +35.1% | 2,804,118 | $290.9M |
| BlackRock, Inc. | 0.01% | Add +3685.8% | 2,793,649 | $289.8M |
| JPMorgan Chase & Co. | 0.02% | Add +37.2% | 2,385,873 | $247.6M |
| Envestnet Portfolio Solutions, Inc. | 0.83% | Add +126.6% | 2,089,464 | $216.8M |
| Assetmark, Inc. | 0.52% | Add +6.1% | 1,812,094 | $188.0M |
| Richard Bernstein Advisors LLC | 4.44% | Add +6.3% | 1,767,220 | $183.3M |
| Cwm, LLC | 0.57% | Add +559.0% | 1,382,695 | $143.5M |
| Cetera Investment Advisers | 0.27% | Add +98.3% | 1,318,898 | $136.8M |
| RiverFront Investment Group, LLC | 2.92% | Add +196.2% | 1,265,215 | $131.3M |
| Truist Financial Corp. | 0.20% | Add +9.0% | 1,218,817 | $126.5M |
| Janney Montgomery Scott LLC | 0.35% | Add +149.5% | 1,175,847 | $122.0M |
| Stifel Financial Corp. | 0.13% | Add +153.6% | 1,153,734 | $119.7M |
| Itau Unibanco Holding S.A. | 4.38% | New | 1,092,068 | $113.3M |
| Park Avenue Securities LLC | 1.35% | Add +417.5% | 1,059,355 | $109.9M |
| MML Investors Services, LLC | 0.33% | Add +156.2% | 968,860 | $100.5M |
| Raymond James Financial Inc. | 0.03% | Add +38.1% | 888,734 | $92.2M |
| Destination Wealth Management | 2.55% | Add +7.5% | 779,335 | $80.9M |
| First Citizens Bank & Trust Co. | 1.92% | Add +2.7% | 728,979 | $75.6M |
| Bank of New York Mellon Corp | 0.01% | Add +252.4% | 666,200 | $69.1M |
| UBS Group AG | 0.01% | Reduce -9.9% | 628,931 | $65.3M |
| US Bancorp \de | 0.08% | Add +23.2% | 601,616 | $62.4M |
| Sanctuary Advisors, LLC | 0.41% | Add +130.0% | 564,223 | $58.5M |
| Royal Bank of Canada | 0.01% | Add +47.9% | 455,684 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.4% | 410,414 | $42.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.8% | 407,854 | $42.3M |
| United Capital Financial Advisors, LLC | 0.33% | Add +15391.3% | 372,257 | $38.6M |
| Foundations Investment Advisors, LLC | 0.68% | Add +598.5% | 354,097 | $36.7M |
| Benjamin Edwards Inc. | 0.50% | Add +13414.2% | 344,612 | $35.8M |
| NewEdge Advisors, LLC | 0.20% | Add +170.7% | 324,680 | $33.7M |
| FIL Ltd | 0.03% | New | 323,986 | $33.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +25.4% | 322,557 | $33.5M |
| MAI Capital Management | 0.25% | Add +2.7% | 312,180 | $32.4M |
| Vestmark Advisory Solutions, Inc. | 0.83% | Add +4.5% | 308,914 | $32.0M |
| Smith Anglin Financial, LLC | 3.35% | Reduce -50.2% | 305,103 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +26.6% | 295,077 | $30.6M |
| Dynasty Wealth Management, LLC | 0.46% | Reduce -0.7% | 268,736 | $27.9M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +20.3% | 249,321 | $25.9M |
| GenTrust, LLC | 1.20% | Add +6.5% | 241,232 | $25.0M |
| Confluence Investment Management LLC | 0.36% | Add +212.8% | 240,590 | $25.0M |
| Hengehold Capital Management LLC | 2.22% | Add +18.1% | 225,182 | $23.4M |
| JB Capital LLC | 1.28% | New | 223,502 | $23.2M |
| Castleark Management LLC | 0.78% | No change | 215,592 | $22.4M |
| Johnson Bixby & Associates, LLC | 3.33% | Reduce -2.1% | 214,782 | $22.3M |
| CreativeOne Wealth, LLC | 0.66% | Add +987.4% | 212,428 | $22.0M |
| Sagespring Wealth Partners, LLC | 0.52% | Reduce -5.8% | 198,462 | $20.6M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +127.7% | 195,019 | $20.2M |
| IHT Wealth Management, LLC | 0.58% | Add +183.3% | 179,931 | $18.7M |
| TD Waterhouse Canada Inc. | 0.15% | Add +9.1% | 176,854 | $18.3M |
| NorthCoast Asset Management LLC | 0.09% | Add +72.5% | 175,479 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -46.2% | 174,422 | $18.1M |
| Harvest Portfolios Group Inc. | 0.51% | Add +20.3% | 165,336 | $17.2M |
| Atria Investments, Inc | 0.21% | Add +196.1% | 160,630 | $16.7M |
| Goelzer Investment Management, Inc. | 0.94% | Add +3.5% | 157,196 | $16.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -46.4% | 154,286 | $16.0M |
| Syon Capital LLC | 1.27% | Add +793.0% | 150,274 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -11.7% | 150,115 | $15.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.4% | 150,023 | $15.5M |
| Keel Point, LLC | 1.15% | Add +0.0% | 142,177 | $14.8M |
| Trek Financial, LLC | 0.99% | Add +81.8% | 131,849 | $13.7M |
| Icon Wealth Advisors, LLC | 1.09% | Add +214.2% | 128,061 | $13.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -30.1% | 123,834 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -32.0% | 123,275 | $12.8M |
| Flow Traders U.S. LLC | 0.53% | New | 121,010 | $12.6M |
| Kelly Financial Services LLC | 4.14% | Add +939.4% | 114,775 | $11.9M |
| Daymark Wealth Partners, LLC | 0.51% | Reduce -10.1% | 113,768 | $11.8M |
| Mariner, LLC | 0.02% | Add +17.4% | 110,250 | $11.4M |
| SteelPeak Wealth, LLC | 0.46% | New | 105,107 | $10.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +505.0% | 103,847 | $10.8M |
| High Falls Advisors, Inc | 2.46% | Add +655.1% | 101,156 | $10.5M |
| Sharkey, Howes & Javer | 1.46% | New | 98,529 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -76.2% | 96,473 | $10.0M |
| Affinity Capital Advisors, LLC | 1.93% | Add +16.1% | 97,745 | $9.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +220.0% | 92,335 | $9.6M |
| Bridge Generations Wealth Management LLC | 6.02% | Reduce -56.0% | 92,375 | $9.6M |
| First Heartland Consultants, Inc. | 0.99% | New | 92,123 | $9.6M |
| Arvest Investments, Inc. | 1.50% | Add +2.3% | 91,779 | $9.5M |
| Stone House Investment Management, LLC | 1.86% | Add +622.5% | 88,245 | $9.2M |
| Blue Oak Capital, LLC | 4.90% | Reduce -3.3% | 85,581 | $8.9M |
| Avantax Planning Partners, Inc. | 0.31% | Add +115.7% | 84,092 | $8.7M |
| Modern Wealth Management, LLC | 0.27% | Add +39.7% | 82,668 | $8.6M |
| Net Worth Advisory Group | 2.70% | Add +1.5% | 82,641 | $8.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.12% | Add +35.0% | 81,467 | $8.5M |
| Equitable Holdings, Inc. | 0.08% | Add +490.2% | 79,277 | $8.2M |
| Octavia Wealth Advisors, LLC | 0.99% | New | 78,532 | $8.1M |
| Prasad Wealth Partners, LLC | 2.63% | New | 77,703 | $8.1M |
| Systelligence, LLC | 1.91% | Reduce -15.7% | 76,787 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.63% | New | 76,336 | $7.9M |
| Savvy Advisors, Inc. | 0.80% | Add +324.3% | 76,498 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -45.4% | 76,188 | $7.9M |
| Stokes Family Office, LLC | 0.87% | New | 74,963 | $7.8M |
| Arrow Financial Corp | 0.84% | Reduce -11.5% | 72,073 | $7.5M |
| Blue Trust, Inc. | 0.10% | Add +3319.6% | 71,778 | $7.4M |
| Hughes Financial Services, LLC | 1.44% | Add +3.4% | 70,801 | $7.4M |
| Strategic Blueprint, LLC | 0.40% | Add +212.0% | 70,450 | $7.3M |
| Evergreen Private Wealth LLC | 3.41% | Add +2.1% | 70,399 | $7.3M |
| ONE Advisory Partners, LLC | 3.02% | Add +691.0% | 68,183 | $7.1M |
| Scotia Capital Inc. | 0.04% | Add +4.7% | 67,911 | $7.0M |
| Liberty Wealth Management LLC | 1.33% | Add +356.1% | 67,039 | $6.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | New | 64,200 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +227.9% | 64,029 | $6.6M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +227.9% | 64,029 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Add +50.3% | 63,455 | $6.6M |
| Cerity Partners LLC | 0.01% | Reduce -32.6% | 63,261 | $6.6M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -13.3% | 63,249 | $6.6M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -22.1% | 61,701 | $6.4M |
| Retirement Capital Strategies | 2.49% | New | 61,475 | $6.4M |
| Triad Wealth Partners, LLC | 1.96% | New | 60,629 | $6.3M |
| Premier Path Wealth Partners, LLC | 0.95% | Add +12.0% | 58,562 | $6.1M |
| Regal Investment Advisors LLC | 0.48% | Add +62.0% | 57,214 | $5.9M |
| Wealthstar Advisors, LLC | 2.62% | New | 55,201 | $5.7M |
| Jones Financial Companies LLLP | 0.01% | Add +34.4% | 55,165 | $5.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.13% | No change | 54,700 | $5.7M |
| Beacon Financial Group | 0.61% | Add +1046.7% | 53,678 | $5.6M |
| Tidemark, LLC | 1.98% | Add +72181.9% | 52,043 | $5.4M |
| BCGM Wealth Management, LLC | 1.63% | Add +1078.8% | 51,103 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -27.8% | 50,867 | $5.3M |
| SPC Financial, Inc. | 0.46% | Add +4.6% | 50,712 | $5.3M |
| AllGen Financial Advisors, Inc. | 1.53% | Reduce -1.1% | 49,660 | $5.2M |
| Midwest Capital Advisors, LLC | 3.15% | Add +18492.1% | 49,455 | $5.1M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +730.0% | 48,976 | $5.1M |
| Quotient Wealth Partners, LLC | 0.16% | Reduce -2.5% | 48,722 | $5.1M |
| Prospera Financial Services Inc | 0.12% | Reduce -3.4% | 48,595 | $5.0M |
| Wealth Alliance, LLC | 0.61% | Add +610.0% | 48,316 | $5.0M |
| Angeles Wealth Management, LLC | 0.42% | Add +8.0% | 48,263 | $5.0M |
| Comerica Bank | 0.02% | Add +31.4% | 47,561 | $4.9M |
| Van Hulzen Asset Management, LLC | 0.45% | New | 47,265 | $4.9M |
| PAX Financial Group, LLC | 0.85% | New | 46,318 | $4.8M |
| Krilogy Financial LLC | 0.31% | Add +3.2% | 45,623 | $4.7M |
| One Wealth Advisors, LLC | 0.70% | Add +3.8% | 45,403 | $4.7M |
| Ranch Capital Advisors Inc. | 2.23% | Add +1.2% | 45,390 | $4.7M |
| Invst, LLC | 0.64% | Add +1579.2% | 44,884 | $4.7M |
| &partners | 0.05% | Add +14.0% | 44,572 | $4.6M |
| Keystone Financial Services | 1.74% | New | 43,981 | $4.6M |
| Townsquare Capital LLC | 0.05% | Add +4.3% | 43,819 | $4.5M |
| Summit X, LLC | 0.94% | Add +577.0% | 43,305 | $4.5M |
| Cresta Advisors, Ltd. | 2.28% | Reduce -19.8% | 42,454 | $4.4M |
| ABLE Financial Group, LLC | 1.23% | Add +5.5% | 42,334 | $4.4M |
| Bay Harbor Wealth Management, LLC | 1.38% | New | 42,034 | $4.4M |
| LFA - Lugano Financial Advisors SA | 2.94% | Add +0.2% | 41,667 | $4.3M |
| Swmg, LLC | 1.71% | Add +618.7% | 42,354 | $4.3M |
| Strategic Investment Solutions, Inc. | 1.25% | Add +304.6% | 41,523 | $4.3M |
| Brookstone Capital Management | 0.06% | New | 41,359 | $4.3M |
| Ewa, LLC | 1.59% | Add +20.2% | 41,251 | $4.3M |
| 5T Wealth, LLC | 2.41% | Add +39.4% | 40,778 | $4.2M |
| Financial Life Advisors | 1.58% | Reduce -62.3% | 40,757 | $4.2M |
| Cobblestone Asset Management LLC | 2.39% | New | 39,503 | $4.1M |
| Mgo One Seven LLC | 0.16% | Add +295.3% | 38,837 | $4.0M |
| Smartleaf Asset Management LLC | 0.38% | Add +17.4% | 38,508 | $4.0M |
| Carr Financial Group Corp | 1.28% | Add +244.8% | 37,606 | $3.9M |
| Conrad Siegel Investment Advisors, Inc. | 0.98% | Reduce -0.3% | 36,968 | $3.8M |
| Transcend Capital Advisors, LLC | 0.28% | Add +4.5% | 36,880 | $3.8M |
| Legacy Financial Group LLC | 0.58% | New | 36,544 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +57.2% | 36,221 | $3.8M |
| SigFig Wealth Management, LLC | 0.14% | Add +941.6% | 36,343 | $3.7M |
| True Vision MN LLC | 2.23% | Add +390.2% | 35,970 | $3.7M |
| Spectrum Wealth Counsel, LLC | 0.45% | Add +1091.9% | 35,828 | $3.7M |
| Pettinga Financial Advisors LLC | 0.87% | New | 35,657 | $3.7M |
| SWP Financial LLC | 2.23% | New | 35,203 | $3.7M |
| Shared Vision Wealth Group LLC | 1.96% | Add +295.2% | 34,583 | $3.6M |
| Trustmark Bank Trust Department | 0.26% | Reduce -0.1% | 34,298 | $3.6M |
| RFG Advisory, LLC | 0.10% | Add +183.6% | 34,109 | $3.5M |
| Keebeck Wealth Management | 0.51% | Add +251.5% | 33,377 | $3.5M |
| Simplicity Wealth,LLC | 0.27% | New | 33,260 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.2% | 32,815 | $3.4M |
| WealthShield Partners, LLC | 0.44% | Add +126.2% | 32,563 | $3.4M |
| WCG Wealth Advisors LLC | 0.25% | New | 32,232 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.6% | 32,131 | $3.3M |
| Modus Advisors, LLC | 1.09% | Reduce -4.3% | 32,123 | $3.3M |
| Watershed Private Wealth LLC | 1.32% | Add +231.8% | 31,859 | $3.3M |
| First Citizens Asset Management, Inc. | 1.28% | Add +1.8% | 31,654 | $3.3M |
| MN Wealth Advisors, LLC | 1.90% | Reduce -16.6% | 31,206 | $3.2M |
| Sovran Advisors, LLC | 0.41% | Add +355.4% | 31,173 | $3.1M |
| Capital Analysts, LLC | 0.12% | Add +75227.5% | 30,131 | $3.1M |
| Pinnacle Financial Partners Inc | 0.06% | Reduce -68.6% | 29,204 | $3.0M |
| World Investment Advisors | 0.08% | Add +217.6% | 29,009 | $3.0M |
| First Horizon Advisors, Inc. | 0.08% | Add +226.6% | 28,437 | $3.0M |
| Tiaa Trust, National Association | 0.01% | Add +3.8% | 28,337 | $2.9M |
| One Wealth Capital Management, LLC | 1.58% | Add +116.9% | 28,336 | $2.9M |
| McNaughton Wealth Management, LLC | 1.40% | New | 27,873 | $2.9M |
| Forte Asset Management LLC | 1.45% | Reduce -5.1% | 27,837 | $2.9M |
| Scarborough Advisors, LLC | 0.41% | New | 27,564 | $2.9M |
| Atlatl Advisers LLC | 1.86% | Add +141.0% | 27,559 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -75.0% | 27,434 | $2.8M |
| Avid Wealth Partners LLC | 1.88% | Add +25.0% | 26,756 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Add +43.5% | 26,125 | $2.7M |
| Insight Advisors, LLC/ PA | 0.47% | Add +19.2% | 25,957 | $2.7M |
| Tsfg, LLC | 0.55% | New | 25,919 | $2.7M |
| Center For Asset Management LLC | 1.63% | Add +22.9% | 25,622 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Add +353.5% | 24,998 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +13.1% | 24,501 | $2.5M |
| Tidal Investments LLC | 0.02% | New | 24,555 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -43.8% | 23,913 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.60% | Add +1.3% | 23,389 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.43% | Reduce -8.2% | 23,049 | $2.4M |
| Financial Advocates Investment Management | 0.17% | Add +102.8% | 22,881 | $2.4M |
| Financial & Tax Architects, LLC | 0.59% | Reduce -6.3% | 22,496 | $2.3M |
| Merit Financial Group, LLC | 0.03% | Add +346.6% | 21,840 | $2.3M |
| Ehrlich Financial Group | 1.64% | Reduce -3.2% | 21,663 | $2.2M |
| Claro Advisors Inc. | 0.30% | Add +410.9% | 21,400 | $2.2M |
| Braun-Bostich & Associates Inc. | 1.64% | Add +153.3% | 21,343 | $2.2M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -5.8% | 21,321 | $2.2M |
| Clarus Wealth Advisors | 1.17% | Add +67.0% | 21,533 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.6% | 20,810 | $2.2M |
| Alternative Investment Advisors, LLC. | 1.13% | Reduce -4.4% | 20,681 | $2.1M |
| Endeavor Private Wealth, Inc. | 1.16% | Add +2066500.0% | 20,666 | $2.1M |
| Defined Financial Planning LLC | 2.16% | Add +3.4% | 20,465 | $2.1M |
| Cypress Wealth Services, LLC | 0.42% | Add +136.1% | 19,886 | $2.1M |
| bLong Financial, LLC | 1.81% | New | 19,631 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +36.6% | 19,401 | $2.0M |
| Dohj, LLC | 0.46% | Add +80.9% | 19,242 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.4% | 19,148 | $2.0M |
| Certus Wealth Management, LLC | 1.28% | Add +835.1% | 18,963 | $1.9M |
| Values First Advisors, Inc. | 1.10% | Add +5.8% | 18,157 | $1.9M |
| Gateway Wealth Partners, LLC | 0.42% | Add +167.6% | 18,019 | $1.9M |
| Csenge Advisory Group | 0.11% | Add +634.0% | 18,423 | $1.9M |
| SFG Wealth Management, LLC. | 0.90% | New | 17,755 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +104.5% | 17,635 | $1.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +0.1% | 17,598 | $1.8M |
| Hoxton Planning & Management, LLC | 0.67% | Add +339.3% | 16,903 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.77% | Add +28.2% | 16,538 | $1.7M |
| Collective Family Office LLC | 0.46% | Reduce -3.2% | 16,414 | $1.7M |
| Vertex Planning Partners, LLC | 0.37% | New | 16,346 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +676.3% | 16,342 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +108.0% | 16,264 | $1.7M |
| ODonnell Financial Services, LLC | 0.70% | New | 16,236 | $1.7M |
| Heck Capital Advisors, LLC | 0.19% | Reduce -63.6% | 16,216 | $1.7M |
| West Wealth Group, LLC | 0.49% | Reduce -7.5% | 16,019 | $1.7M |
| Columbia Bank | 0.56% | Reduce -33.7% | 15,534 | $1.6M |
| Legacy PCG, LLC | 1.11% | Add +11.3% | 15,165 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.39% | Reduce -29.9% | 15,145 | $1.6M |
| Verus Capital Partners, LLC | 0.16% | Add +207.1% | 14,970 | $1.6M |
| Kilter Group LLC | 1.01% | New | 14,885 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +46.9% | 14,606 | $1.5M |
| Spire Wealth Management | 0.05% | Add +3.6% | 14,541 | $1.5M |
| Legacy Private Trust Co. | 0.10% | Reduce -56.9% | 14,377 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.70% | Reduce -25.2% | 14,171 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -27.2% | 13,952 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -19.2% | 13,943 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +25.9% | 13,920 | $1.4M |
| Rothschild Wealth LLC | 0.40% | New | 13,828 | $1.4M |
| JT Stratford LLC | 0.25% | Add +14.1% | 13,815 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -43.0% | 13,715 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | New | 13,631 | $1.4M |
| Eastern Bank | 0.03% | Reduce -91.8% | 13,412 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.63% | New | 13,695 | $1.4M |
| Visionary Wealth Advisors | 0.08% | New | 13,199 | $1.4M |
| Strategic Investment Advisors / MI | 0.14% | Add +3.7% | 13,185 | $1.4M |
| Sheridan Capital Management, LLC | 0.98% | Reduce -11.0% | 13,008 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | Add +140.4% | 13,001 | $1.3M |
| LexAurum Advisors, LLC | 0.26% | Add +0.1% | 12,789 | $1.3M |
| Mendel Capital Management LLC | 0.80% | Add +6.8% | 12,783 | $1.3M |
| My Legacy Advisors, LLC | 0.51% | Add +92.2% | 12,743 | $1.3M |
| Checchi Capital Advisers, LLC | 0.09% | Add +84.3% | 12,594 | $1.3M |
| Venturi Wealth Management, LLC | 0.07% | Add +156.3% | 12,591 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -27.2% | 12,574 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.82% | New | 12,346 | $1.3M |
| Ascent Group, LLC | 0.05% | Add +29.4% | 12,291 | $1.3M |
| Lanark Financial, Inc. | 0.11% | — | 12,224 | $1.3M |
| Patron Partners, LLC | 0.68% | Reduce -9.7% | 12,130 | $1.3M |
| AlTi Global, Inc. | 0.03% | Add +25.3% | 11,964 | $1.2M |
| TFB Advisors LLC | 0.35% | Add +0.0% | 11,855 | $1.2M |
| Royal Fund Management, LLC | 0.15% | Reduce -59.1% | 11,824 | $1.2M |
| Davis Wealth Advisors, LLC | 1.38% | New | 11,770 | $1.2M |
| Echo45 Advisors LLC | 0.82% | Reduce -1.1% | 11,766 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +156.7% | 11,675 | $1.2M |
| Unique Wealth, LLC | 0.22% | Add +394.4% | 11,450 | $1.2M |
| Regatta Capital Group, LLC | 0.23% | Reduce -14.4% | 11,288 | $1.2M |
| James Investment Research, Inc. | 0.15% | Reduce -4.0% | 11,264 | $1.2M |
| Ballew Advisors, Inc | 0.78% | Add +0.8% | 11,680 | $1.2M |
| PFG Advisors | 0.06% | Add +10.8% | 11,123 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +52.9% | 10,935 | $1.1M |
| Copperleaf Capital, LLC | 0.68% | New | 10,919 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.65% | Add +379.9% | 10,894 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +2.1% | 10,891 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -0.5% | 10,744 | $1.1M |
| Peak Financial Management, Inc. | 0.33% | Reduce -5.2% | 10,709 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.2% | 10,408 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Add +156.3% | 10,319 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.31% | Add +18.2% | 10,234 | $1.1M |
| Aspire Private Capital, LLC | 0.26% | Add +291.0% | 10,194 | $1.1M |
| Nicolet Bankshares Inc. | 0.21% | Reduce -80.8% | 10,108 | $1.0M |
| Principal Securities, Inc. | 0.02% | No change | 10,490 | $1.0M |
| Tudor Investment Corporation | 0.01% | New | 9,927 | $1.0M |
| RCS Financial Planning, LLC | 0.54% | Add +341.4% | 9,891 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -7.1% | 9,887 | $1.0M |
| Annex Advisory Services, LLC | 0.03% | Reduce -39.8% | 9,819 | $1.0M |
| GTS Securities LLC | 0.04% | New | 9,731 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 9,711 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.48% | Add +83.2% | 9,628 | $999K |
| Integrated Advisors Network LLC | 0.05% | New | 9,497 | $985K |
| TSA Wealth Managment LLC | 0.39% | Reduce -8.7% | 9,380 | $973K |
| Silverleafe Capital Partners, LLC | 0.33% | Reduce -1.3% | 9,131 | $947K |
| First Financial Bank - Trust Division | 0.09% | Reduce -40.3% | 9,098 | $944K |
| Snowden Capital Advisors LLC | 0.03% | New | 9,091 | $943K |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -9.3% | 8,808 | $914K |
| TD Private Client Wealth LLC | 0.02% | Add +17.4% | 8,509 | $883K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -22.5% | 8,424 | $874K |
| Retirement Wealth Solutions LLC | 0.71% | Add +187.2% | 8,424 | $874K |
| AlphaQ Advisors LLC | 2.09% | New | 8,403 | $872K |
| Prudential PLC | 0.00% | Reduce -1.2% | 8,200 | $851K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -94.4% | 8,544 | $850K |
| Klaas Financial Asset Advisors, LLC | 0.14% | Add +5.1% | 7,940 | $824K |
| IFG Advisory, LLC | 0.05% | Add +84.8% | 7,879 | $817K |
| Lockerman Financial Group, Inc. | 1.22% | Add +9.3% | 7,757 | $805K |
| Wayfinding Financial, LLC | 0.35% | Reduce -14.4% | 7,602 | $788K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.5% | 7,594 | $788K |
| Focus Financial Network, Inc. | 0.03% | Reduce -25.7% | 7,523 | $781K |
| Bank of Montreal | 0.00% | Add +122.2% | 7,485 | $777K |
| Vicus Capital | 0.07% | Add +8.5% | 7,460 | $774K |
| W Advisors, LLC | 0.48% | Add +198.5% | 7,317 | $759K |
| DAVENPORT & Co LLC | 0.00% | Add +197.5% | 7,282 | $755K |
| BOS Asset Management, LLC | 0.26% | New | 7,268 | $754K |
| Lane & Associates LLC | 0.40% | Add +130.3% | 7,168 | $744K |
| Jump Financial, LLC | 0.01% | New | 7,120 | $739K |
| Valmark Advisers, Inc. | 0.01% | New | 7,112 | $738K |
| Sovereign Financial Group, Inc. | 0.17% | New | 7,086 | $735K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -9.7% | 6,955 | $722K |
| CoreCap Advisors, LLC | 0.03% | Add +280.7% | 6,932 | $719K |
| D L Carlson Investment Group Inc. | 0.14% | No change | 6,875 | $713K |
| Advus Financial Partners, LLC | 0.20% | New | 6,821 | $708K |
| Alterna Wealth Management, Inc. | 0.51% | Add +220.7% | 6,532 | $678K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +29.2% | 6,506 | $675K |
| Keybank National Association | 0.00% | No change | 6,315 | $655K |
| Nwam LLC | 0.06% | Add +7.6% | 6,241 | $647K |
| Valtinson Bruner Financial Planning LLC | 0.21% | Reduce -71.9% | 6,114 | $634K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -34.6% | 6,041 | $627K |
| Independent Financial Group, LLC | 0.02% | Add +15.1% | 5,847 | $607K |
| Private Trust Co. NA | 0.06% | Add +89.2% | 5,836 | $605K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -57.6% | 5,748 | $596K |
| Journey Strategic Wealth LLC | 0.02% | Add +47.5% | 5,743 | $596K |
| Wedbush Securities Inc. | 0.02% | Add +166.9% | 5,669 | $588K |
| Creative Planning | 0.00% | Add +839.4% | 5,608 | $582K |
| Camarda Financial Advisors, LLC | 0.26% | Reduce -2.2% | 5,607 | $582K |
| Pinion Investment Advisors, LLC | 0.12% | New | 5,457 | $566K |
| Absolute Capital Management, LLC | 0.32% | New | 5,381 | $558K |
| Hilltop Holdings Inc. | 0.03% | Add +31.0% | 5,305 | $550K |
| Arax Advisory Partners | 0.03% | Add +2.2% | 5,243 | $544K |
| Concorde Asset Management, LLC | 0.29% | New | 5,356 | $544K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -57.1% | 4,991 | $518K |
| Arete Wealth Advisors, LLC | 0.04% | New | 4,956 | $514K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -56.7% | 4,850 | $503K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +675.5% | 26,630 | $498K |
| GenWealth Group, Inc. | 0.11% | Reduce -5.3% | 4,787 | $497K |
| Koshinski Asset Management, Inc. | 0.04% | Add +15.0% | 4,722 | $490K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -3.5% | 4,696 | $487K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +62.9% | 4,684 | $486K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.6% | 4,627 | $480K |
| WNY Asset Management, LLC | 0.06% | Add +5.8% | 4,615 | $479K |
| RHS Financial, LLC | 0.27% | Reduce -24.5% | 4,594 | $477K |
| Theory Financial LLC | 0.20% | Reduce -16.6% | 4,562 | $473K |
| Citigroup Inc. | 0.00% | Add +72.2% | 4,277 | $444K |
| Strategy Asset Managers LLC | 0.09% | New | 4,224 | $438K |
| Betterment LLC | 0.00% | Add +3.0% | 4,193 | $435K |
| Brookwood Investment Group LLC | 0.07% | — | 4,190 | $435K |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +102.9% | 4,163 | $432K |
| Etesian Wealth Advisors, Inc. | 0.18% | New | 4,024 | $417K |
| Transce3nd, LLC | 0.19% | Add +2.1% | 4,025 | $417K |
| Yukon Wealth Management, Inc. | 0.17% | — | 4,004 | $415K |
| AE Wealth Management LLC | 0.00% | Add +109.1% | 3,979 | $413K |
| Whittier Trust Co. | 0.01% | No change | 3,884 | $403K |
| VestGen Investment Management | 0.30% | New | 3,879 | $402K |
| Apeiron RIA LLC | 0.12% | Reduce -11.4% | 3,874 | $402K |
| Client 1ST Advisory Group, LLC | 0.16% | Reduce -1.4% | 3,866 | $401K |
| Cumberland Partners Ltd | 0.03% | Add +20.7% | 3,825 | $397K |
| Essex Financial Services, Inc. | 0.03% | Add +0.6% | 3,820 | $396K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,767 | $391K |
| Iams Wealth Management, LLC | 0.18% | Add +13.1% | 3,690 | $383K |
| J. W. Coons Advisors, LLC | 0.10% | Reduce -3.5% | 3,675 | $381K |
| Core Wealth Partners LLC | 0.22% | Add +38.3% | 3,674 | $381K |
| One Day In July LLC | 0.04% | Reduce -7.2% | 3,609 | $374K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -1.9% | 3,593 | $373K |
| Fermata Advisors, LLC | 0.07% | Add +48.3% | 3,586 | $372K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.33% | New | 3,583 | $372K |
| E Fund Management Co., Ltd. | 0.02% | New | 3,583 | $372K |
| Arrien Investments, Inc. | 0.26% | Reduce -16.4% | 3,496 | $363K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $362K |
| Eq LLC | 0.17% | New | 3,446 | $357K |
| Channel Wealth LLC | 0.11% | Add +6.5% | 3,421 | $355K |
| Fullcircle Wealth LLC | 0.14% | New | 3,371 | $345K |
| Beacon Financial Advisory LLC | 0.10% | Add +12.4% | 3,253 | $338K |
| Omega Financial Group, LLC | 0.13% | Add +7.0% | 3,218 | $334K |
| Vantage Point Financial LLC | 0.16% | New | 3,135 | $325K |
| May Hill Capital, LLC | 0.12% | New | 3,103 | $322K |
| Moment Partners, LLC | 0.06% | Reduce -4.3% | 3,006 | $312K |
| CW Advisors, LLC | 0.00% | Reduce -1.4% | 3,000 | $311K |
| Freedom Investment Management, Inc. | 0.03% | New | 2,999 | $311K |
| Arkadios Wealth Advisors | 0.01% | New | 2,997 | $311K |
| Ameriflex Group, Inc. | 0.13% | Add +459.0% | 2,996 | $311K |
| World Equity Group, Inc. | 0.09% | New | 2,992 | $310K |
| Shelter Mutual Insurance Co | 0.07% | No change | 2,930 | $304K |
| Astoria Portfolio Advisors LLC. | 0.10% | New | 2,953 | $296K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -23.4% | 2,855 | $296K |
| Two West Capital Advisors LLC | 0.24% | New | 2,936 | $292K |
| Redwood Investment Management, LLC | 0.03% | Reduce -2.0% | 2,780 | $288K |
| Lifeworks Advisors, LLC | 0.05% | New | 2,762 | $287K |
| Summit Financial, LLC | 0.01% | New | 2,761 | $286K |
| Creative Financial Designs Inc. | 0.02% | Add +2486.8% | 2,742 | $284K |
| Argyle Capital Partners, LLC | 0.24% | New | 2,733 | $284K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -93.8% | 2,708 | $281K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -12.1% | 2,632 | $273K |
| Semus Wealth Partners LLC | 0.19% | New | 2,611 | $271K |
| Aprio Wealth Management, LLC | 0.03% | New | 2,592 | $269K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $266K |
| Gen-Wealth Partners Inc | 0.11% | Add +7.5% | 2,538 | $263K |
| Flagstar Securities, Inc. | 0.07% | Add +11.8% | 2,524 | $262K |
| Legacy Edge Advisors, LLC | 0.04% | New | 2,408 | $250K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | New | 2,355 | $244K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +473.6% | 2,323 | $241K |
| Sowell Financial Services LLC | 0.01% | New | 2,313 | $240K |
| Blalock Williams, LLC | 0.27% | New | 2,282 | $237K |
| Boston Family Office LLC | 0.02% | Reduce -1.8% | 2,256 | $234K |
| Perennial Investment Advisors, LLC | 0.03% | New | 2,215 | $230K |
| Blair William & Co. | 0.00% | Add +19.3% | 2,209 | $229K |
| Western Wealth Management, LLC | 0.02% | New | 2,191 | $227K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.6% | 2,164 | $225K |
| TRUE Private Wealth Advisors | 0.03% | New | 2,143 | $222K |
| Midwest Professional Planners, LTD. | 0.07% | New | 2,109 | $219K |
| GGM Financial LLC | 0.15% | Reduce -48.4% | 2,104 | $218K |
| Rossby Financial, LCC | 0.09% | Add +3.8% | 2,133 | $217K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -15.6% | 2,079 | $216K |
| Wealthgarden F.S. LLC | 0.21% | Reduce -20.3% | 2,072 | $215K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.9% | 2,069 | $215K |
| Leuthold Group, LLC | 0.03% | Reduce -9.9% | 2,064 | $214K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.1% | 1,991 | $207K |
| Lion Street Advisors, LLC | 0.07% | New | 1,973 | $205K |
| Empirical Asset Management, LLC | 0.07% | New | 2,033 | $205K |
| Trinity Wealth Management, LLC | 0.09% | Reduce -12.9% | 1,964 | $204K |
| Magnus Financial Group LLC | 0.02% | Reduce -31.8% | 1,964 | $204K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +16.7% | 1,846 | $192K |
| Pflug Koory, LLC | 0.11% | No change | 1,820 | $189K |
| AdvisorNet Financial, Inc | 0.01% | Add +250.4% | 1,808 | $188K |
| Capital Investment Counsel, Inc | 0.03% | Add +129.9% | 1,766 | $183K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.6% | 1,712 | $178K |
| Raleigh Capital Management Inc. | 0.07% | Add +4247.2% | 1,565 | $162K |
| Continuum Advisory, LLC | 0.02% | Add +5648.1% | 1,552 | $161K |
| ORG Partners LLC | 0.04% | Reduce -12.2% | 1,511 | $157K |
| New Republic Capital, LLC | 0.07% | Add +354.6% | 1,500 | $156K |
| Corebridge Financial, Inc. | 0.00% | No change | 1,400 | $145K |
| TCTC Holdings, LLC | 0.01% | No change | 1,397 | $145K |
| Cape Investment Advisory, Inc. | 0.06% | Add +601.5% | 1,375 | $143K |
| LGT Financial Advisors LLC | 0.43% | Reduce -44.7% | 1,370 | $142K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +12.0% | 1,322 | $137K |
| National Bank of Canada | 0.00% | Reduce -83.5% | 1,247 | $129K |
| Clean Yield Group | 0.04% | No change | 1,140 | $118K |
| Richardson Financial Services Inc. | 0.08% | Reduce -11.7% | 1,071 | $111K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -75.3% | 1,040 | $108K |
| FMR LLC | 0.00% | Add +15.4% | 1,039 | $108K |
| Park Place Capital Corp | 0.03% | Add +15.7% | 1,030 | $107K |
| CIBC Private Wealth Group LLC | 0.00% | Add +876.5% | 957 | $97K |
| Wells Financial Advisors INC | 0.12% | New | 835 | $87K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $81K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 778 | $81K |
| Asset Planning,Inc | 0.06% | Add +2.3% | 771 | $80K |
| NBT Bank, N.A. | 0.01% | Reduce -4.4% | 764 | $79K |
| Global Financial Private Client, LLC | 0.03% | New | 728 | $76K |
| Cornerstone Planning Group LLC | 0.02% | Add +2687.5% | 669 | $67K |
| SouthState Bank Corp | 0.00% | Add +229.3% | 550 | $57K |
| Independence Bank of Kentucky | 0.01% | Reduce -10.7% | 534 | $55K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $47K |
| Headlands Technologies LLC | 0.01% | Reduce -91.0% | 434 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +387.7% | 356 | $37K |
| NorthRock Partners, LLC | 0.00% | Add +618.8% | 345 | $36K |
| St Germain D J Co. Inc. | 0.00% | No change | 331 | $34K |
| Clearstead Advisors, LLC | 0.00% | Reduce -15.6% | 325 | $34K |
| 1 North Wealth Services LLC | 0.02% | Reduce -99.6% | 320 | $33K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | New | 298 | $31K |
| PSI Advisors, LLC | 0.01% | New | 296 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -13.3% | 279 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 255 | $26K |
| UMB Bank, n.a. | 0.00% | Reduce -24.2% | 254 | $26K |
| Truvestments Capital LLC | 0.00% | New | 204 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 203 | $21K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.3% | 196 | $20K |
| Covestor Ltd | 0.01% | Add +45.7% | 185 | $19K |
| IMG Wealth Management, Inc. | 0.02% | New | 171 | $18K |
| Clark Wealth Partners | 0.01% | New | 171 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 169 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $17K |
| Allworth Financial LP | 0.00% | Reduce -15.5% | 164 | $17K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 115 | $11K |
| Gould Capital, LLC | 0.01% | Reduce -69.4% | 107 | $11K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -84.6% | 100 | $10K |
| Bessemer Group Inc. | 0.00% | New | 93 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 91 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.2% | 82 | $8K |
| Sandy Spring Bank | 0.00% | No change | 78 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 78 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 74 | $8K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.6% | 67 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 61 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 56 | $6K |
| Franklin Resources Inc. | 0.00% | Reduce -32.5% | 52 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $5K |
| AlphaCore Capital LLC | 0.00% | New | 49 | $5K |
| Kiker Wealth Management, LLC | 0.00% | No change | 44 | $5K |
| Fifth Third Bancorp | 0.00% | Add +437.5% | 43 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -34.4% | 40 | $4K |
| Investors Research Corp | 0.00% | No change | 38 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | — | 23 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 23 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 18 | $2K |
| Keystone Global Partners, LLC | 0.00% | — | 16 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -92.5% | 14 | $1K |
| Larson Financial Group LLC | 0.00% | New | 12 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| GAMMA Investing LLC | 0.00% | New | 7 | $726 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $519 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $519 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $311 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 3 | $311 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2 | $208 |
| Capital A Wealth Management, LLC | 0.00% | New | 1 | $104 |
"% of holder's portfolio" is TLH's weight in each manager's 13F, not the share of iShares 10-20 Year Treasury the manager owns.