iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2025 (June 30)547holders +22
70new positions
51sold out
2famous investors
$101.59avg. 13F price*
At the end of Q2 2025, 547 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 22 from Q1 2025. 70 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Bank of America Corp. ($995.4M) and Forum Financial Management, LP ($800.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $169.0M |
| Exits | 51 | $106.8M |
All 13F filers, Q1 2025 → Q2 2025: 20,423,461 shares bought and 3,635,796 shares sold, net +16,787,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Envestnet Asset Management Inc. | 0.57% | Add +34.0% | 19,217,499 | $2.0B |
| Bank of America Corp. | 0.08% | Add +1.5% | 9,797,105 | $995.4M |
| Forum Financial Management, LP | 12.18% | Add +3.0% | 7,882,291 | $800.8M |
| LPL Financial LLC | 0.24% | Add +32.3% | 7,091,751 | $720.5M |
| BlackRock, Inc. | 0.01% | Add +37.3% | 3,835,452 | $389.7M |
| Wells Fargo & Company | 0.08% | Add +5.9% | 3,486,966 | $354.3M |
| Morgan Stanley | 0.02% | Add +24.1% | 3,480,688 | $353.6M |
| JPMorgan Chase & Co. | 0.02% | Add +27.0% | 3,030,918 | $307.9M |
| Ameriprise Financial Inc. | 0.08% | Add +0.1% | 3,016,121 | $306.2M |
| Envestnet Portfolio Solutions, Inc. | 0.92% | Add +17.3% | 2,450,832 | $249.0M |
| Stifel Financial Corp. | 0.22% | Add +89.7% | 2,188,236 | $222.3M |
| Assetmark, Inc. | 0.45% | Add +4.0% | 1,885,240 | $191.5M |
| Richard Bernstein Advisors LLC | 4.28% | Reduce -3.4% | 1,707,464 | $173.5M |
| Cetera Investment Advisers | 0.29% | Add +28.5% | 1,695,013 | $172.2M |
| Cwm, LLC | 0.60% | Add +22.1% | 1,687,737 | $171.5M |
| Park Avenue Securities LLC | 1.33% | Add +34.6% | 1,425,450 | $144.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +14.3% | 1,343,768 | $136.5M |
| RiverFront Investment Group, LLC | 2.52% | Add +0.5% | 1,271,770 | $129.2M |
| MML Investors Services, LLC | 0.37% | Add +29.9% | 1,258,659 | $127.9M |
| Benjamin Edwards Inc. | 1.51% | Add +237.7% | 1,163,801 | $118.2M |
| Truist Financial Corp. | 0.15% | Reduce -16.7% | 1,015,230 | $103.1M |
| US Bancorp \de | 0.13% | Add +65.9% | 998,135 | $101.4M |
| Bank of New York Mellon Corp | 0.02% | Add +40.4% | 935,120 | $95.0M |
| Raymond James Financial Inc. | 0.03% | Add +1.6% | 903,142 | $91.8M |
| Destination Wealth Management | 2.36% | Add +1.5% | 791,228 | $80.4M |
| Cerity Partners OCIO LLC | 4.31% | New | 764,694 | $77.7M |
| Sanctuary Advisors, LLC | 0.44% | Add +24.0% | 699,664 | $71.1M |
| Itau Unibanco Holding S.A. | 2.56% | Reduce -39.3% | 663,460 | $67.4M |
| First Citizens Bank & Trust Co. | 1.17% | Reduce -12.7% | 636,501 | $64.7M |
| Royal Bank of Canada | 0.01% | Add +33.8% | 609,789 | $62.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +39.9% | 574,080 | $58.3M |
| UBS Group AG | 0.01% | Reduce -9.9% | 566,504 | $57.6M |
| Confluence Investment Management LLC | 0.81% | Add +133.7% | 562,156 | $57.1M |
| NewEdge Advisors, LLC | 0.29% | Add +72.8% | 561,108 | $57.0M |
| United Capital Financial Advisors, LLC | 0.42% | Add +37.8% | 513,096 | $52.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +42.2% | 503,402 | $51.1M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +43.9% | 444,581 | $45.2M |
| HighTower Advisors, LLC | 0.05% | Add +238.4% | 419,045 | $42.6M |
| Smith Anglin Financial, LLC | 3.71% | Add +32.1% | 403,125 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +16.5% | 375,840 | $38.2M |
| Sagespring Wealth Partners, LLC | 0.78% | Add +80.3% | 357,901 | $36.4M |
| Osaic Holdings, Inc. | 0.06% | Add +124.9% | 346,948 | $35.5M |
| JB Capital LLC | 1.58% | Add +43.9% | 321,706 | $32.7M |
| MAI Capital Management | 0.22% | Add +1.6% | 317,095 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.8% | 309,238 | $31.4M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +12.5% | 280,494 | $28.5M |
| Dynasty Wealth Management, LLC | 0.47% | Add +0.6% | 270,388 | $27.5M |
| Castleark Management LLC | 0.79% | Add +19.9% | 258,432 | $26.3M |
| Watchman Group, Inc. | 6.45% | New | 243,578 | $24.7M |
| CreativeOne Wealth, LLC | 0.64% | Add +12.3% | 238,638 | $24.2M |
| Johnson Bixby & Associates, LLC | 3.04% | Add +1.4% | 217,703 | $22.1M |
| Modern Wealth Management, LLC | 0.54% | Add +161.4% | 216,123 | $22.0M |
| GenTrust, LLC | 1.02% | Reduce -11.3% | 213,842 | $21.7M |
| IHT Wealth Management, LLC | 0.59% | Add +17.9% | 212,119 | $21.6M |
| Atria Investments, Inc | 0.23% | Add +18.8% | 190,796 | $19.4M |
| Kelly Financial Services LLC | 5.19% | Add +51.1% | 173,469 | $17.6M |
| Icon Wealth Advisors, LLC | 1.24% | Add +33.7% | 171,207 | $17.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.1% | 172,596 | $17.3M |
| Trek Financial, LLC | 1.15% | Add +28.6% | 169,580 | $17.2M |
| Goelzer Investment Management, Inc. | 0.89% | Add +1.2% | 159,031 | $16.2M |
| Harvest Portfolios Group Inc. | 0.37% | Reduce -5.1% | 156,879 | $15.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.8% | 154,237 | $15.7M |
| SteelPeak Wealth, LLC | 0.60% | Add +44.8% | 152,147 | $15.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +40.1% | 145,531 | $14.8M |
| Keel Point, LLC | 0.96% | Add +0.0% | 142,200 | $14.4M |
| Sharkey, Howes & Javer | 1.90% | Add +41.8% | 139,722 | $14.2M |
| High Falls Advisors, Inc | 3.09% | Add +35.9% | 137,498 | $14.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +98.7% | 127,209 | $12.9M |
| Stone House Investment Management, LLC | 2.31% | Add +40.3% | 123,812 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -18.2% | 122,725 | $12.5M |
| Equitable Holdings, Inc. | 0.10% | Add +54.1% | 122,174 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.1% | 119,418 | $12.1M |
| Stokes Family Office, LLC | 1.17% | Add +46.8% | 110,053 | $11.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -37.4% | 109,910 | $11.2M |
| Strategic Blueprint, LLC | 0.54% | Add +54.2% | 108,613 | $11.0M |
| Affinity Capital Advisors, LLC | 1.89% | Add +10.9% | 108,387 | $11.0M |
| Savvy Advisors, Inc. | 0.72% | Add +38.2% | 105,751 | $10.7M |
| Triad Wealth Partners, LLC | 2.13% | Add +71.1% | 103,737 | $10.5M |
| Atria Wealth Solutions, Inc. | 0.23% | Reduce -47.6% | 102,224 | $10.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.68% | Add +33.7% | 102,068 | $10.4M |
| Blue Trust, Inc. | 0.11% | Add +32.9% | 95,383 | $9.7M |
| OneDigital Investment Advisors LLC | 0.11% | Add +50.1% | 94,946 | $9.6M |
| Avantax Planning Partners, Inc. | 0.31% | Add +12.8% | 94,830 | $9.6M |
| Tidemark, LLC | 3.03% | Add +77.8% | 92,556 | $9.4M |
| Arvest Investments, Inc. | 1.39% | Reduce -0.6% | 91,196 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -17.9% | 90,571 | $9.2M |
| Integrity Alliance, Llc. | 0.50% | New | 90,334 | $9.2M |
| Simplicity Wealth,LLC | 0.37% | Add +164.6% | 88,014 | $8.9M |
| Bridge Generations Wealth Management LLC | 5.42% | Reduce -4.8% | 87,898 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +60.5% | 88,524 | $8.9M |
| ONE Advisory Partners, LLC | 2.95% | Add +29.8% | 88,513 | $8.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.10% | Add +5.7% | 86,091 | $8.7M |
| Daymark Wealth Partners, LLC | 0.32% | Reduce -28.0% | 81,902 | $8.3M |
| Net Worth Advisory Group | 1.84% | Reduce -1.2% | 81,652 | $8.3M |
| Blue Oak Capital, LLC | 4.25% | Reduce -7.0% | 79,611 | $8.1M |
| Hughes Financial Services, LLC | 1.39% | Add +12.6% | 79,703 | $8.1M |
| Capital Analysts, LLC | 0.27% | Add +163.7% | 79,459 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Add +3.5% | 78,847 | $8.0M |
| Evergreen Private Wealth LLC | 3.31% | Add +10.4% | 77,712 | $7.9M |
| Systelligence, LLC | 1.45% | Add +0.2% | 76,968 | $7.8M |
| Flow Traders U.S. LLC | 0.28% | Reduce -37.6% | 75,458 | $7.7M |
| Liberty Wealth Management LLC | 1.20% | Add +12.1% | 75,137 | $7.6M |
| Pettinga Financial Advisors LLC | 1.63% | Add +105.3% | 73,196 | $7.4M |
| Regal Investment Advisors LLC | 0.56% | Add +27.4% | 72,900 | $7.4M |
| Invst, LLC | 0.90% | Add +59.0% | 71,376 | $7.3M |
| &partners | 0.06% | Add +58.7% | 70,746 | $7.2M |
| Phoenix Financial Ltd. | 0.09% | New | 67,077 | $6.8M |
| Midwest Capital Advisors, LLC | 3.55% | Add +34.2% | 66,374 | $6.7M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -28.3% | 66,229 | $6.7M |
| Scotia Capital Inc. | 0.03% | Reduce -4.9% | 64,567 | $6.6M |
| Wealthstar Advisors, LLC | 2.45% | Add +16.1% | 64,074 | $6.5M |
| Wealth Alliance, LLC | 0.71% | Add +29.9% | 62,784 | $6.4M |
| Bay Harbor Wealth Management, LLC | 1.84% | Add +48.6% | 62,473 | $6.3M |
| Keystone Financial Services | 2.16% | Add +42.0% | 62,441 | $6.3M |
| Captrust Financial Advisors | 0.01% | Reduce -35.8% | 61,913 | $6.3M |
| Premier Path Wealth Partners, LLC | 0.87% | Add +5.4% | 61,743 | $6.3M |
| Focus Partners Wealth | 0.01% | Add +512.4% | 60,545 | $6.2M |
| Beacon Financial Group | 0.63% | Add +11.4% | 59,794 | $6.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +16.8% | 59,397 | $6.0M |
| BCGM Wealth Management, LLC | 1.70% | Add +16.1% | 59,338 | $6.0M |
| Gries Financial LLC | 1.09% | New | 58,844 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +77.7% | 58,312 | $5.9M |
| Brookstone Capital Management | 0.08% | Add +37.7% | 56,934 | $5.8M |
| PAX Financial Group, LLC | 1.10% | Add +22.7% | 56,836 | $5.8M |
| Tudor Investment Corporation | 0.04% | Add +459.9% | 55,578 | $5.6M |
| Arrow Financial Corp | 0.59% | Reduce -23.8% | 54,946 | $5.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.12% | No change | 54,700 | $5.6M |
| SigFig Wealth Management, LLC | 0.18% | Add +51.2% | 54,951 | $5.5M |
| SPC Financial, Inc. | 0.45% | Add +4.8% | 53,154 | $5.4M |
| Cobblestone Asset Management LLC | 2.84% | Add +34.5% | 53,133 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -69.9% | 53,278 | $5.4M |
| Legacy Financial Group LLC | 0.75% | Add +43.9% | 52,594 | $5.3M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -15.2% | 52,349 | $5.3M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +43.4% | 51,925 | $5.3M |
| One Wealth Advisors, LLC | 0.71% | Add +11.0% | 50,392 | $5.1M |
| True Vision MN LLC | 2.81% | Add +39.1% | 50,054 | $5.1M |
| SWP Financial LLC | 2.79% | Add +42.1% | 50,033 | $5.1M |
| Summit X, LLC | 0.94% | Add +15.1% | 49,857 | $5.1M |
| 5T Wealth, LLC | 2.58% | Add +22.2% | 49,820 | $5.1M |
| Ewa, LLC | 1.57% | Add +19.1% | 49,152 | $5.0M |
| Van Hulzen Asset Management, LLC | 0.41% | Add +1.9% | 48,138 | $4.9M |
| Ranch Capital Advisors Inc. | 2.11% | Add +5.4% | 47,829 | $4.9M |
| Prospera Financial Services Inc | 0.09% | Reduce -2.4% | 47,433 | $4.8M |
| ABLE Financial Group, LLC | 1.16% | Add +11.6% | 47,243 | $4.8M |
| Watershed Private Wealth LLC | 1.72% | Add +46.1% | 46,547 | $4.7M |
| Comerica Bank | 0.02% | Reduce -3.3% | 45,987 | $4.7M |
| Shared Vision Wealth Group LLC | 2.28% | Add +31.6% | 45,494 | $4.6M |
| Resolute Wealth Advisor, Inc. | 2.60% | — | 45,370 | $4.6M |
| Krilogy Financial LLC | 0.26% | Reduce -3.2% | 44,168 | $4.5M |
| Royal Fund Management, LLC | 0.47% | Add +269.2% | 43,650 | $4.4M |
| Angeles Wealth Management, LLC | 0.30% | Reduce -9.7% | 43,607 | $4.4M |
| Principal Securities, Inc. | 0.08% | Add +309.8% | 42,990 | $4.4M |
| WealthShield Partners, LLC | 0.52% | Add +30.7% | 42,558 | $4.3M |
| Cresta Advisors, Ltd. | 2.07% | Reduce -1.4% | 41,843 | $4.3M |
| RFG Advisory, LLC | 0.10% | Add +21.9% | 41,564 | $4.2M |
| Global Retirement Partners, LLC | 0.10% | — | 41,228 | $4.2M |
| McNaughton Wealth Management, LLC | 1.86% | Add +47.7% | 41,162 | $4.2M |
| LFA - Lugano Financial Advisors SA | 2.43% | Reduce -2.4% | 40,677 | $4.1M |
| Mgo One Seven LLC | 0.13% | Add +3.5% | 40,191 | $4.1M |
| Goodman Advisory Group, LLC | 1.36% | New | 39,512 | $4.0M |
| First Horizon Advisors, Inc. | 0.10% | Add +38.0% | 39,252 | $4.0M |
| First Heartland Consultants, Inc. | 0.35% | Reduce -57.6% | 39,101 | $4.0M |
| Swmg, LLC | 1.32% | Reduce -7.0% | 39,384 | $3.9M |
| Sovran Advisors, LLC | 0.40% | Add +22.2% | 38,097 | $3.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.85% | Add +0.7% | 37,232 | $3.8M |
| Smartleaf Asset Management LLC | 0.32% | Reduce -5.6% | 36,336 | $3.7M |
| Carr Financial Group Corp | 1.07% | Reduce -5.5% | 35,551 | $3.6M |
| Merit Financial Group, LLC | 0.04% | Add +62.0% | 35,379 | $3.6M |
| Vertex Planning Partners, LLC | 0.74% | Add +113.5% | 34,895 | $3.5M |
| One Wealth Capital Management, LLC | 1.64% | Add +21.0% | 34,287 | $3.5M |
| Atlatl Advisers LLC | 1.64% | Add +23.8% | 34,112 | $3.5M |
| WCG Wealth Advisors LLC | 0.22% | Add +5.3% | 33,941 | $3.4M |
| SVB Wealth LLC | 0.18% | New | 33,741 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +34.7% | 33,667 | $3.4M |
| Trustmark Bank Trust Department | 0.23% | Reduce -2.4% | 33,476 | $3.4M |
| Endeavor Private Wealth, Inc. | 1.57% | Add +57.9% | 32,635 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -48.7% | 32,564 | $3.3M |
| First Citizens Asset Management, Inc. | 1.16% | Add +1.8% | 32,235 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +21.9% | 31,847 | $3.2M |
| Avid Wealth Partners LLC | 1.83% | Add +17.7% | 31,487 | $3.2M |
| Modus Advisors, LLC | 0.95% | Reduce -2.1% | 31,453 | $3.2M |
| Fidelity D & D Bancorp Inc. | 1.91% | Add +31.0% | 30,637 | $3.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +73.8% | 30,594 | $3.1M |
| Visionary Wealth Advisors | 0.15% | Add +124.4% | 29,624 | $3.0M |
| Insight Advisors, LLC/ PA | 0.47% | Add +9.8% | 28,507 | $2.9M |
| IFP Advisors, Inc | 0.08% | Add +59.5% | 28,128 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 1.77% | New | 26,861 | $2.7M |
| Claro Advisors Inc. | 0.44% | Add +22.1% | 26,139 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.8% | 26,080 | $2.6M |
| Cerity Partners LLC | 0.00% | Reduce -59.1% | 25,854 | $2.6M |
| Cypress Wealth Services, LLC | 0.47% | Add +29.7% | 25,796 | $2.6M |
| Strategic Investment Solutions, Inc. | 0.79% | Reduce -38.2% | 25,643 | $2.6M |
| Forte Asset Management LLC | 1.32% | Reduce -8.7% | 25,420 | $2.6M |
| Centurion Wealth Management LLC | 0.73% | New | 25,075 | $2.5M |
| Certus Wealth Management, LLC | 1.63% | Add +31.3% | 24,889 | $2.5M |
| Csenge Advisory Group | 0.13% | Add +37.1% | 25,266 | $2.5M |
| Advus Financial Partners, LLC | 0.63% | Add +253.3% | 24,100 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.1% | 23,734 | $2.4M |
| Eq LLC | 0.93% | Add +586.3% | 23,651 | $2.4M |
| Anderson Hoagland & Co. | 0.23% | New | 23,599 | $2.4M |
| Clarus Wealth Advisors | 1.11% | Add +12.0% | 24,116 | $2.4M |
| Apeiron RIA LLC | 0.61% | Add +498.6% | 23,189 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.39% | Add +0.3% | 23,117 | $2.3M |
| Unique Wealth, LLC | 0.38% | Add +100.2% | 22,928 | $2.3M |
| Gateway Wealth Partners, LLC | 0.44% | Add +26.3% | 22,763 | $2.3M |
| Ehrlich Financial Group | 1.48% | Add +3.8% | 22,488 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Add +284.4% | 22,475 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +36.8% | 22,363 | $2.3M |
| Kilter Group LLC | 1.18% | Add +47.9% | 22,012 | $2.2M |
| MN Wealth Advisors, LLC | 1.30% | Reduce -29.7% | 21,929 | $2.2M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -55.5% | 21,692 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.46% | Add +43.1% | 21,679 | $2.2M |
| Braun-Bostich & Associates Inc. | 1.49% | Add +0.7% | 21,500 | $2.2M |
| World Investment Advisors | 0.05% | Reduce -26.1% | 21,440 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +8.9% | 21,121 | $2.1M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -1.4% | 21,020 | $2.1M |
| Financial Life Advisors | 0.72% | Reduce -49.2% | 20,705 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +26.5% | 20,581 | $2.1M |
| Hoxton Planning & Management, LLC | 0.72% | Add +21.3% | 20,497 | $2.1M |
| ShoreHaven Wealth Partners, LLC | 0.85% | Add +43.6% | 20,350 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +49.2% | 20,333 | $2.1M |
| Center For Asset Management LLC | 1.27% | Reduce -19.7% | 20,575 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -59.1% | 20,040 | $2.0M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | Add +45.9% | 19,983 | $2.0M |
| Rothschild Wealth LLC | 0.49% | Add +42.7% | 19,737 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +67.3% | 19,528 | $2.0M |
| Alternative Investment Advisors, LLC. | 0.98% | Reduce -5.7% | 19,512 | $2.0M |
| Keebeck Wealth Management | 0.26% | Reduce -42.6% | 19,170 | $1.9M |
| Hazlett, Burt & Watson, Inc. | 0.79% | Add +15.3% | 19,068 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | New | 18,871 | $1.9M |
| Legacy PCG, LLC | 1.21% | Add +22.3% | 18,550 | $1.9M |
| West Wealth Group, LLC | 0.47% | Add +15.5% | 18,497 | $1.9M |
| My Legacy Advisors, LLC | 0.66% | Add +44.7% | 18,438 | $1.9M |
| Values First Advisors, Inc. | 0.99% | Reduce -1.5% | 17,877 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -23.3% | 18,340 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +79.8% | 17,464 | $1.8M |
| Barnes Wealth Management Group, Inc | 1.04% | Add +39.9% | 17,272 | $1.8M |
| Financial Advocates Investment Management | 0.14% | Reduce -23.0% | 17,623 | $1.7M |
| James Investment Research, Inc. | 0.21% | Add +52.4% | 17,166 | $1.7M |
| Vise Technologies, Inc. | 0.07% | — | 17,079 | $1.7M |
| May Hill Capital, LLC | 0.57% | Add +448.4% | 17,018 | $1.7M |
| Heck Capital Advisors, LLC | 0.15% | Add +4.0% | 16,860 | $1.7M |
| Collective Family Office LLC | 0.44% | Add +2.2% | 16,780 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.84% | Add +52.6% | 16,625 | $1.7M |
| Diversify Advisory Services, LLC | 0.06% | Add +62.0% | 16,713 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +50.7% | 16,411 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -33.1% | 16,398 | $1.7M |
| Davis Wealth Advisors, LLC | 1.74% | Add +37.5% | 16,180 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -17.0% | 15,895 | $1.6M |
| BCU Wealth Advisors, LLC | 0.72% | New | 15,866 | $1.6M |
| ODonnell Financial Services, LLC | 0.61% | Reduce -3.0% | 15,744 | $1.6M |
| JT Stratford LLC | 0.24% | Add +10.4% | 15,257 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +4.4% | 15,251 | $1.5M |
| Legacy Private Trust Co. | 0.09% | No change | 14,377 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -2.4% | 14,198 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Add +11.7% | 13,649 | $1.4M |
| Regimen Wealth, LLC | 0.42% | New | 13,401 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 13,355 | $1.4M |
| Sheridan Capital Management, LLC | 0.92% | Add +1.1% | 13,156 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.50% | Add +226.6% | 13,143 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 13,015 | $1.3M |
| Copperleaf Capital, LLC | 0.67% | Add +19.1% | 13,000 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +41.8% | 12,890 | $1.3M |
| LexAurum Advisors, LLC | 0.21% | Add +0.0% | 12,791 | $1.3M |
| RCS Financial Planning, LLC | 0.64% | Add +28.6% | 12,715 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Add +0.7% | 12,673 | $1.3M |
| Mendel Capital Management LLC | 0.73% | Reduce -1.3% | 12,617 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.0% | 12,475 | $1.3M |
| Strategic Investment Advisors / MI | 0.12% | Reduce -5.4% | 12,475 | $1.3M |
| Davies Financial Advisors, Inc. | 0.98% | New | 12,410 | $1.3M |
| Aspire Private Capital, LLC | 0.29% | Add +21.7% | 12,409 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | New | 12,255 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +39.1% | 12,249 | $1.2M |
| Dohj, LLC | 0.36% | Reduce -36.2% | 12,271 | $1.2M |
| Echo45 Advisors LLC | 0.77% | Add +2.4% | 12,042 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.22% | New | 12,015 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Add +25.9% | 11,953 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 11,964 | $1.2M |
| Retirement Wealth Solutions LLC | 0.88% | Add +40.7% | 11,856 | $1.2M |
| TFB Advisors LLC | 0.31% | Reduce -1.2% | 11,713 | $1.2M |
| Ascent Group, LLC | 0.05% | Reduce -5.7% | 11,587 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +4.9% | 11,266 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -61.5% | 11,236 | $1.1M |
| Milestone Asset Management, LLC | 0.24% | New | 11,175 | $1.1M |
| Composition Wealth, LLC | 0.02% | New | 11,165 | $1.1M |
| Ballew Advisors, Inc | 0.66% | Reduce -5.3% | 11,060 | $1.1M |
| XTX Topco Ltd | 0.05% | New | 10,876 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | New | 10,853 | $1.1M |
| Regatta Capital Group, LLC | 0.19% | Reduce -4.2% | 10,817 | $1.1M |
| Tyche Wealth Partners LLC | 0.22% | New | 10,573 | $1.1M |
| Verus Capital Partners, LLC | 0.09% | Reduce -30.7% | 10,377 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.45% | Add +6.4% | 10,246 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -8.1% | 10,053 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -28.3% | 9,991 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -20.8% | 9,961 | $1.0M |
| Atlanta Consulting Group Advisors, LLC | 0.28% | Reduce -3.0% | 9,932 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 9,758 | $991K |
| BOS Asset Management, LLC | 0.32% | Add +34.1% | 9,747 | $990K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.7% | 9,609 | $976K |
| W Advisors, LLC | 0.56% | Add +31.3% | 9,606 | $976K |
| First International Bank of Israel Ltd. | 0.57% | — | 9,580 | $973K |
| Alterna Wealth Management, Inc. | 0.76% | Add +42.5% | 9,311 | $946K |
| Pinion Investment Advisors, LLC | 0.32% | Add +69.5% | 9,247 | $939K |
| DAVENPORT & Co LLC | 0.01% | Add +26.8% | 9,231 | $938K |
| Private Trust Co. NA | 0.09% | Add +57.3% | 9,181 | $933K |
| Townsquare Capital LLC | 0.09% | Reduce -79.1% | 9,142 | $929K |
| Silverleafe Capital Partners, LLC | 0.32% | Reduce -0.3% | 9,102 | $925K |
| Arete Wealth Advisors, LLC | 0.06% | Add +73.3% | 8,590 | $873K |
| Vicus Capital | 0.07% | Add +14.1% | 8,514 | $865K |
| Hilltop Holdings Inc. | 0.05% | Add +57.7% | 8,365 | $850K |
| Two West Capital Advisors LLC | 0.56% | Add +189.0% | 8,486 | $849K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.2% | 8,275 | $841K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -69.0% | 8,268 | $840K |
| Nwam LLC | 0.05% | Add +32.8% | 8,285 | $833K |
| Klaas Financial Asset Advisors, LLC | 0.13% | Add +1.4% | 8,047 | $818K |
| Citadel Advisors | 0.00% | Reduce -70.8% | 8,011 | $814K |
| Eastern Bank | 0.02% | Reduce -41.1% | 7,903 | $803K |
| TSA Wealth Managment LLC | 0.29% | Reduce -16.7% | 7,813 | $794K |
| Bank of Montreal | 0.00% | Add +4.0% | 7,783 | $791K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -44.1% | 7,778 | $790K |
| Core Wealth Partners LLC | 0.40% | Add +110.2% | 7,723 | $785K |
| Choreo, LLC | 0.01% | Reduce -46.4% | 7,478 | $760K |
| IFG Advisory, LLC | 0.04% | Reduce -5.6% | 7,437 | $756K |
| Patron Partners, LLC | 0.37% | Reduce -39.3% | 7,369 | $749K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.1% | 7,284 | $740K |
| Absolute Capital Management, LLC | 0.37% | Add +34.2% | 7,223 | $734K |
| Brookwood Investment Group LLC | 0.12% | Add +72.0% | 7,209 | $732K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -42.9% | 7,187 | $730K |
| Focus Financial Network, Inc. | 0.03% | Reduce -5.0% | 7,149 | $726K |
| Perigon Wealth Management, LLC | 0.02% | Add +18.2% | 7,143 | $726K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 7,133 | $725K |
| CoreCap Advisors, LLC | 0.03% | Add +1.0% | 7,001 | $711K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -1.8% | 6,959 | $707K |
| Lockerman Financial Group, Inc. | 0.94% | Reduce -11.0% | 6,907 | $702K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -81.3% | 6,905 | $702K |
| Arax Advisory Partners | 0.03% | Add +30.5% | 6,842 | $695K |
| Peak Financial Management, Inc. | 0.20% | Reduce -36.2% | 6,836 | $695K |
| Wedbush Securities Inc. | 0.02% | Add +18.8% | 6,733 | $684K |
| TD Private Client Wealth LLC | 0.02% | Reduce -22.9% | 6,556 | $666K |
| WealthPlan Investment Management, LLC | 0.05% | New | 6,477 | $658K |
| CW Advisors, LLC | 0.01% | Add +111.7% | 6,352 | $645K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +35.4% | 6,341 | $644K |
| First Financial Bank - Trust Division | 0.06% | Reduce -31.3% | 6,254 | $635K |
| Patriot Investment Management Group, Inc. | 0.04% | New | 6,221 | $632K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -10.9% | 6,196 | $630K |
| Theory Financial LLC | 0.23% | Add +33.3% | 6,080 | $611K |
| ORG Partners LLC | 0.13% | Add +298.5% | 6,021 | $610K |
| Camarda Financial Advisors, LLC | 0.24% | Add +6.0% | 5,945 | $604K |
| D L Carlson Investment Group Inc. | 0.11% | Reduce -15.1% | 5,835 | $593K |
| Freedom Investment Management, Inc. | 0.05% | Add +90.6% | 5,715 | $581K |
| WBH Advisory Inc. | 0.05% | New | 5,603 | $569K |
| Optima Capital LLC | 0.30% | New | 5,575 | $566K |
| Creative Planning | 0.00% | Reduce -1.3% | 5,535 | $562K |
| Annex Advisory Services, LLC | 0.01% | Reduce -43.8% | 5,516 | $560K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +26.3% | 5,259 | $534K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Reduce -14.5% | 5,229 | $531K |
| AE Wealth Management LLC | 0.00% | Add +31.2% | 5,221 | $530K |
| VestGen Investment Management | 0.38% | Add +34.3% | 5,210 | $529K |
| United Advisor Group, LLC | 0.09% | New | 5,194 | $528K |
| Harbour Investments, Inc. | 0.01% | Add +11.8% | 5,173 | $526K |
| Wayfinding Financial, LLC | 0.23% | Reduce -32.2% | 5,151 | $523K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +2.1% | 5,096 | $518K |
| Signal Advisors Wealth, LLC | 0.04% | New | 5,085 | $517K |
| Maripau Wealth Management LLC | 0.26% | New | 5,058 | $513K |
| HRT Financial LP | 0.00% | New | 4,964 | $504K |
| Keybank National Association | 0.00% | Reduce -22.5% | 4,896 | $497K |
| RHS Financial, LLC | 0.28% | Add +6.1% | 4,875 | $495K |
| Tiaa Trust, National Association | 0.00% | Reduce -83.0% | 4,832 | $491K |
| Arkadios Wealth Advisors | 0.01% | Add +60.2% | 4,800 | $488K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1.9% | 4,787 | $486K |
| Fullcircle Wealth LLC | 0.18% | Add +41.8% | 4,781 | $486K |
| Richmond Investment Services, LLC | 0.10% | New | 4,744 | $482K |
| Cumberland Partners Ltd | 0.03% | Add +23.3% | 4,715 | $479K |
| Stratos Investment Management, LLC | 0.02% | New | 4,699 | $477K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.0% | 4,676 | $475K |
| Yukon Wealth Management, Inc. | 0.17% | Add +16.2% | 4,653 | $473K |
| Nicolet Bankshares Inc. | 0.08% | Reduce -54.4% | 4,612 | $469K |
| Lion Street Advisors, LLC | 0.14% | Add +132.9% | 4,595 | $467K |
| Citigroup Inc. | 0.00% | Add +6.9% | 4,574 | $465K |
| Sax Wealth Advisors, LLC | 0.03% | New | 4,554 | $463K |
| Avantra Family Wealth, Inc. | 0.38% | New | 4,530 | $460K |
| Lifeworks Advisors, LLC | 0.07% | Add +61.6% | 4,463 | $453K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -22.6% | 4,447 | $452K |
| Veltria Advisors Corp. | 0.30% | New | 4,431 | $450K |
| GenWealth Group, Inc. | 0.09% | Reduce -8.3% | 4,388 | $446K |
| Columbia Bank | 0.13% | Reduce -71.6% | 4,416 | $439K |
| Betterment LLC | 0.00% | Add +1.9% | 4,273 | $434K |
| Vantage Point Financial LLC | 0.19% | Add +35.5% | 4,247 | $432K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.3% | 4,192 | $426K |
| Tucker Asset Management LLC | 0.13% | Add +29428.6% | 4,134 | $420K |
| FAS Wealth Partners, Inc. | 0.03% | Add +15.0% | 4,131 | $420K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 4,085 | $415K |
| Fermata Advisors, LLC | 0.11% | Add +13.7% | 4,076 | $414K |
| Sound Income Strategies, LLC | 0.02% | Add +1971.4% | 4,060 | $413K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -16.5% | 4,050 | $411K |
| Whittier Trust Co. | 0.00% | No change | 3,884 | $395K |
| Northern Trust Corp. | 0.00% | New | 3,825 | $389K |
| Charles Schwab Trust Co | 0.03% | New | 3,801 | $386K |
| DRW Securities, LLC | 0.03% | New | 3,800 | $386K |
| Essex Financial Services, Inc. | 0.02% | Reduce -3.0% | 3,706 | $377K |
| Wealthgarden F.S. LLC | 0.31% | Add +80.4% | 3,737 | $375K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 3,675 | $373K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +36.2% | 3,584 | $364K |
| Arrien Investments, Inc. | 0.23% | Add +2.4% | 3,578 | $364K |
| Hengehold Capital Management LLC | 0.03% | Reduce -98.4% | 3,563 | $362K |
| Dentgroup LLC | 0.25% | New | 3,522 | $358K |
| Redwood Investment Management, LLC | 0.04% | Add +26.4% | 3,513 | $357K |
| Client 1ST Advisory Group, LLC | 0.13% | Reduce -9.6% | 3,495 | $355K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $354K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -39.7% | 3,462 | $352K |
| Blalock Williams, LLC | 0.35% | Add +50.4% | 3,433 | $349K |
| Channel Wealth LLC | 0.10% | No change | 3,421 | $348K |
| World Equity Group, Inc. | 0.09% | Add +13.8% | 3,404 | $346K |
| One Day In July LLC | 0.03% | Reduce -7.0% | 3,356 | $341K |
| Legacy Edge Advisors, LLC | 0.05% | Add +39.2% | 3,352 | $341K |
| WNY Asset Management, LLC | 0.04% | Reduce -28.4% | 3,306 | $336K |
| Omega Financial Group, LLC | 0.12% | No change | 3,218 | $327K |
| Roman Butler Fullerton & Co. | 0.10% | New | 3,266 | $327K |
| Summit Financial, LLC | 0.01% | Add +15.8% | 3,198 | $325K |
| Flagstar Securities, Inc. | 0.09% | Add +25.9% | 3,178 | $323K |
| Ameriflex Group, Inc. | 0.16% | Add +2.8% | 3,080 | $312K |
| Gen-Wealth Partners Inc | 0.12% | Add +19.1% | 3,022 | $307K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.8% | 2,973 | $302K |
| Shelter Mutual Insurance Co | 0.07% | Add +0.7% | 2,950 | $300K |
| Semus Wealth Partners LLC | 0.19% | Add +11.7% | 2,917 | $296K |
| LGT Financial Advisors LLC | 0.74% | Add +109.8% | 2,875 | $292K |
| Resurgent Financial Advisors LLC | 0.16% | New | 2,866 | $291K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -99.3% | 2,859 | $290K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Add +21.5% | 2,862 | $290K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 2,809 | $285K |
| Iams Wealth Management, LLC | 0.13% | Reduce -24.2% | 2,796 | $284K |
| Strathmore Capital Advisors, Inc. | 0.13% | — | 2,827 | $284K |
| Moment Partners, LLC | 0.05% | Reduce -7.6% | 2,778 | $282K |
| Perennial Investment Advisors, LLC | 0.03% | Add +21.2% | 2,684 | $273K |
| PUREfi Wealth, LLC | 0.22% | New | 2,676 | $272K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.4% | 2,675 | $272K |
| Fairvoy Private Wealth, LLC | 0.07% | New | 2,642 | $268K |
| Western Wealth Management, LLC | 0.02% | Add +20.4% | 2,637 | $268K |
| Sowell Financial Services LLC | 0.01% | Add +13.3% | 2,621 | $266K |
| Caliber Wealth Management, LLC / KS | 0.03% | New | 2,588 | $263K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $261K |
| Argyle Capital Partners, LLC | 0.21% | Reduce -6.4% | 2,558 | $260K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.3% | 2,540 | $258K |
| Oliver Lagore Vanvalin Investment Group | 0.10% | — | 2,340 | $243K |
| Silverlake Wealth Management LLC | 0.07% | New | 2,359 | $240K |
| Able Wealth Management LLC | 0.12% | New | 2,359 | $240K |
| Empirical Asset Management, LLC | 0.07% | Add +18.8% | 2,415 | $239K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -17.8% | 2,348 | $239K |
| American Trust | 0.02% | New | 2,340 | $238K |
| Cape Investment Advisory, Inc. | 0.09% | Add +69.6% | 2,332 | $237K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -30.8% | 2,251 | $229K |
| Magnus Financial Group LLC | 0.02% | Add +13.8% | 2,235 | $227K |
| Midwest Professional Planners, LTD. | 0.06% | Add +4.0% | 2,194 | $223K |
| AdvisorNet Financial, Inc | 0.01% | Add +20.9% | 2,185 | $222K |
| Waverly Advisors, LLC | 0.00% | New | 2,176 | $221K |
| Consolidated Portfolio Review Corp | 0.03% | New | 2,149 | $218K |
| Rossby Financial, LCC | 0.08% | Reduce -0.3% | 2,127 | $216K |
| Continuum Advisory, LLC | 0.03% | Add +36.0% | 2,110 | $214K |
| Advyzon Investment Management, LLC | 0.05% | New | 2,108 | $214K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 2,098 | $213K |
| Evolution Wealth Advisors, LLC | 0.03% | New | 2,093 | $213K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 2,036 | $207K |
| Raleigh Capital Management Inc. | 0.09% | Add +28.4% | 2,009 | $204K |
| Signet Financial Management, LLC | 0.03% | New | 2,001 | $203K |
| Trinity Wealth Management, LLC | 0.08% | Add +1.3% | 1,990 | $202K |
| Simplex Trading, LLC | 0.01% | New | 1,922 | $195K |
| Pflug Koory, LLC | 0.09% | No change | 1,820 | $185K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,766 | $179K |
| Raffa Wealth Management, LLC | 0.03% | New | 1,687 | $171K |
| UMB Bank, n.a. | 0.00% | Add +474.8% | 1,460 | $148K |
| TCTC Holdings, LLC | 0.00% | No change | 1,397 | $142K |
| Parkside Financial Bank & Trust | 0.02% | New | 1,376 | $140K |
| Centaurus Financial, Inc. | 0.01% | New | 1,313 | $133K |
| New Republic Capital, LLC | 0.04% | Reduce -17.0% | 1,245 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -28.2% | 1,229 | $125K |
| Clean Yield Group | 0.03% | No change | 1,140 | $116K |
| Park Place Capital Corp | 0.02% | Add +3.4% | 1,065 | $108K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 1,040 | $106K |
| FMR LLC | 0.00% | Reduce -0.8% | 1,031 | $105K |
| Tsfg, LLC | 0.02% | Reduce -96.3% | 959 | $97K |
| National Bank of Canada | 0.00% | Reduce -24.5% | 942 | $96K |
| Wells Financial Advisors INC | 0.12% | No change | 835 | $85K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $80K |
| Asset Planning,Inc | 0.06% | Reduce -0.7% | 766 | $78K |
| NBT Bank, N.A. | 0.01% | Reduce -1.6% | 752 | $76K |
| Blair William & Co. | 0.00% | Reduce -66.6% | 737 | $75K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -46.3% | 710 | $72K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -6.9% | 623 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +116.8% | 605 | $61K |
| Richardson Financial Services Inc. | 0.04% | Reduce -48.6% | 550 | $56K |
| Golden State Wealth Management, LLC | 0.01% | Add +216.0% | 534 | $54K |
| Independence Bank of Kentucky | 0.01% | No change | 534 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.2% | 467 | $47K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +480.6% | 389 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -52.6% | 369 | $37K |
| Larson Financial Group LLC | 0.00% | Add +2725.0% | 339 | $34K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.8% | 325 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 291 | $30K |
| Transce3nd, LLC | 0.01% | Reduce -93.3% | 270 | $27K |
| Ameritas Advisory Services, LLC | 0.00% | New | 269 | $27K |
| Financial Gravity Companies, Inc. | 0.01% | — | 251 | $26K |
| Covestor Ltd | 0.01% | Add +16.8% | 216 | $22K |
| Providence Capital Advisors, LLC | 0.00% | New | 212 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $16K |
| Franklin Resources Inc. | 0.00% | Add +209.6% | 161 | $16K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 156 | $16K |
| Beacon Capital Management, Inc. | 0.00% | New | 132 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 106 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 105 | $11K |
| Global Trust Asset Management, LLC | 0.01% | No change | 100 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -72.8% | 97 | $10K |
| Gould Capital, LLC | 0.01% | Reduce -11.2% | 95 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $10K |
| Rise Advisors, LLC | 0.00% | Add +4.9% | 86 | $9K |
| Crewe Advisors LLC | 0.00% | New | 81 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 74 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -77.5% | 73 | $7K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -12.8% | 68 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +8.2% | 66 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -3.9% | 49 | $5K |
| AlphaCore Capital LLC | 0.00% | No change | 49 | $5K |
| Total Investment Management Inc. | 0.00% | New | 47 | $5K |
| Kiker Wealth Management, LLC | 0.00% | No change | 44 | $4K |
| Fifth Third Bancorp | 0.00% | No change | 43 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 40 | $4K |
| Investors Research Corp | 0.00% | No change | 38 | $4K |
| Archer Investment Corp | 0.00% | New | 25 | $3K |
| North Capital, Inc. | 0.00% | No change | 23 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +360.0% | 23 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $2K |
| Asset Dedication, LLC | 0.00% | New | 22 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 14 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Clark Wealth Partners | 0.00% | Reduce -92.4% | 13 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.6% | 12 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 7 | $711 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $563 |
| Clearstead Trust, LLC | 0.00% | New | 5 | $508 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $508 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $305 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 3 | $304 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $102 |
"% 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.