iShares 10-20 Year TreasuryTLHETF
13F holders, Q4 2025 (December 31)649holders +77
86new positions
49sold out
2famous investors
$101.67avg. 13F price*
At the end of Q4 2025, 649 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 77 from Q3 2025. 86 opened new positions and 49 sold out. The largest holders were Envestnet Asset Management Inc. ($2.4B), LPL Financial LLC ($939.9M) and Forum Financial Management, LP ($864.2M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $145.9M |
| Exits | 49 | $34.8M |
All 13F filers, Q3 2025 → Q4 2025: 6,579,322 shares bought and 6,972,980 shares sold, net −393,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Envestnet Asset Management Inc. | 0.71% | Reduce -5.1% | 23,581,855 | $2.4B |
| LPL Financial LLC | 0.26% | Reduce -1.3% | 9,244,997 | $939.9M |
| Forum Financial Management, LP | 11.24% | Add +6.1% | 8,500,234 | $864.2M |
| Bank of America Corp. | 0.06% | Reduce -5.2% | 7,533,734 | $766.0M |
| Morgan Stanley | 0.02% | Add +0.2% | 4,018,422 | $408.6M |
| JPMorgan Chase & Co. | 0.03% | Add +12.9% | 3,964,251 | $403.0M |
| BlackRock, Inc. | 0.01% | Reduce -4.7% | 3,805,376 | $386.9M |
| Ameriprise Financial Inc. | 0.07% | Add +8.7% | 3,203,848 | $325.7M |
| Cetera Investment Advisers | 0.28% | Add +4.6% | 2,479,826 | $252.1M |
| Envestnet Portfolio Solutions, Inc. | 0.81% | Add +1.8% | 2,274,092 | $231.2M |
| Assetmark, Inc. | 0.44% | Add +5.9% | 2,142,935 | $217.9M |
| MML Investors Services, LLC | 0.46% | Add +11.9% | 1,850,452 | $188.1M |
| Park Avenue Securities LLC | 1.57% | Reduce -3.9% | 1,827,475 | $185.8M |
| Wells Fargo & Company | 0.03% | Reduce -31.3% | 1,693,511 | $172.2M |
| Cwm, LLC | 0.44% | Reduce -8.5% | 1,591,487 | $161.8M |
| Stifel Financial Corp. | 0.15% | Reduce -19.9% | 1,591,423 | $161.8M |
| Janney Montgomery Scott LLC | 0.32% | Reduce -11.9% | 1,360,397 | $138.3M |
| RiverFront Investment Group, LLC | 2.19% | Add +0.6% | 1,304,901 | $132.7M |
| Dynasty Wealth Management, LLC | 1.23% | Add +159.5% | 1,228,407 | $124.9M |
| Bank of New York Mellon Corp | 0.02% | Add +1.3% | 1,190,299 | $121.0M |
| Richard Bernstein Advisors LLC | 3.14% | Reduce -2.2% | 1,050,711 | $106.8M |
| Truist Financial Corp. | 0.14% | Reduce -1.3% | 1,025,587 | $104.3M |
| NewEdge Advisors, LLC | 0.36% | Add +1.4% | 977,202 | $99.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -4.2% | 840,572 | $85.5M |
| Royal Bank of Canada | 0.01% | Add +20.9% | 836,523 | $85.0M |
| Destination Wealth Management | 2.11% | Reduce -2.0% | 793,726 | $80.7M |
| Hamilton Capital Partners, LLC | 25.33% | Add +24.8% | 750,005 | $76.3M |
| US Bancorp \de | 0.09% | Reduce -31.2% | 733,537 | $74.6M |
| Cerity Partners OCIO LLC | 4.03% | Add +10.2% | 717,105 | $72.9M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -7.5% | 698,389 | $71.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.1% | 694,641 | $70.6M |
| Quotient Wealth Partners, LLC | 1.74% | Add +3017.9% | 643,282 | $65.4M |
| Benjamin Edwards Inc. | 0.69% | Reduce -34.4% | 612,565 | $62.3M |
| UBS Group AG | 0.01% | Reduce -14.1% | 594,756 | $60.5M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -4.0% | 582,333 | $59.2M |
| Foundations Investment Advisors, LLC | 0.69% | Reduce -8.4% | 518,407 | $52.7M |
| JB Capital LLC | 1.99% | Add +4.2% | 478,650 | $48.7M |
| Sagespring Wealth Partners, LLC | 0.75% | Add +3.0% | 406,161 | $41.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -16.8% | 383,817 | $39.0M |
| MAI Capital Management | 0.22% | Add +3.0% | 377,893 | $38.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -24.8% | 332,331 | $33.8M |
| RS Crum Inc. | 6.40% | New | 314,906 | $32.0M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -4.3% | 308,037 | $31.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.8% | 306,282 | $31.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -17.8% | 265,776 | $27.0M |
| Savvy Advisors, Inc. | 0.86% | Add +61.2% | 260,937 | $26.5M |
| Watchman Group, Inc. | 6.28% | Add +2.5% | 258,903 | $26.3M |
| Castleark Management LLC | 0.77% | No change | 258,432 | $26.3M |
| Icon Wealth Advisors, LLC | 1.71% | Add +2.3% | 251,916 | $25.6M |
| Confluence Investment Management LLC | 0.37% | Reduce -33.2% | 242,506 | $24.7M |
| IHT Wealth Management, LLC | 0.60% | Add +10.4% | 240,725 | $24.5M |
| Johnson Bixby & Associates, LLC | 2.92% | Add +4.0% | 231,648 | $23.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +183.3% | 225,575 | $22.9M |
| HighTower Advisors, LLC | 0.02% | Add +19.3% | 216,388 | $22.0M |
| Modern Wealth Management, LLC | 0.39% | Add +11.6% | 210,845 | $21.4M |
| Commonwealth Financial Services, LLC | 3.50% | New | 208,870 | $21.2M |
| Atria Investments, Inc | 0.24% | Reduce -1.4% | 206,774 | $21.0M |
| CreativeOne Wealth, LLC | 0.48% | Reduce -20.8% | 195,895 | $19.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.3% | 192,210 | $19.6M |
| Stone House Investment Management, LLC | 2.75% | Add +2.6% | 174,016 | $17.7M |
| High Falls Advisors, Inc | 3.55% | Add +1.8% | 172,268 | $17.5M |
| Goelzer Investment Management, Inc. | 0.81% | Add +6.0% | 170,709 | $17.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +6.2% | 166,967 | $17.0M |
| Equitable Holdings, Inc. | 0.11% | Add +0.5% | 164,012 | $16.7M |
| Mgo One Seven LLC | 0.34% | Add +31.7% | 163,977 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +32.9% | 163,907 | $16.7M |
| Summit Asset Management, LLC | 2.32% | New | 161,453 | $16.4M |
| Jones Financial Companies LLLP | 0.01% | Add +10.2% | 157,601 | $16.0M |
| Affinity Capital Advisors, LLC | 2.21% | Add +8.7% | 157,179 | $16.0M |
| SteelPeak Wealth, LLC | 0.51% | Reduce -13.2% | 151,742 | $15.4M |
| Sharkey, Howes & Javer | 1.89% | Reduce -7.8% | 146,581 | $14.9M |
| Keel Point, LLC | 0.87% | Add +0.1% | 142,377 | $14.5M |
| Capital Analysts, LLC | 0.39% | Add +39.6% | 140,252 | $14.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.68% | — | 136,578 | $13.9M |
| OpenArc Corporate Advisory, LLC | 0.23% | — | 136,345 | $13.9M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 132,188 | $13.4M |
| Integrity Alliance, Llc. | 0.49% | Add +28.2% | 131,986 | $13.4M |
| Trek Financial, LLC | 0.76% | Reduce -9.8% | 128,985 | $13.1M |
| Harvest Portfolios Group Inc. | 0.23% | Reduce -15.1% | 127,438 | $13.0M |
| Kelly Financial Services LLC | 3.23% | Reduce -35.0% | 126,944 | $12.9M |
| Estate Counselors, LLC | 1.00% | New | 117,565 | $12.0M |
| Farther Finance Advisors, LLC | 0.12% | Add +39.2% | 112,099 | $11.4M |
| Triad Wealth Partners, LLC | 1.07% | Reduce -11.2% | 111,009 | $11.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.63% | Reduce -10.9% | 102,966 | $10.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -31.4% | 102,439 | $10.4M |
| &partners | 0.05% | Add +10.5% | 100,563 | $10.2M |
| Stokes Family Office, LLC | 0.92% | Reduce -11.9% | 99,401 | $10.1M |
| NorthCoast Asset Management LLC | 0.22% | Add +70.2% | 98,891 | $10.1M |
| Regal Investment Advisors LLC | 0.58% | Add +10.1% | 95,180 | $9.7M |
| Arvest Investments, Inc. | 1.35% | Reduce -0.4% | 94,588 | $9.6M |
| Hughes Financial Services, LLC | 1.48% | Add +12.2% | 92,697 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.1% | 91,899 | $9.3M |
| Vise Technologies, Inc. | 0.18% | Add +47.3% | 91,798 | $9.3M |
| Global Retirement Partners, LLC | 0.16% | Add +96.5% | 91,178 | $9.3M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -0.6% | 91,082 | $9.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Add +2.0% | 89,094 | $9.1M |
| Wealth Alliance, LLC | 0.88% | Reduce -3.0% | 88,873 | $9.0M |
| Invst, LLC | 0.96% | Reduce -2.5% | 87,016 | $8.8M |
| World Investment Advisors | 0.14% | Add +235.8% | 86,701 | $8.8M |
| Net Worth Advisory Group | 1.78% | Add +8.5% | 86,657 | $8.8M |
| Keystone Financial Services | 2.65% | Add +32.5% | 86,324 | $8.8M |
| PAX Financial Group, LLC | 1.51% | Add +17.0% | 86,070 | $8.8M |
| Mariner, LLC | 0.01% | Add +30.9% | 85,840 | $8.7M |
| Strategic Blueprint, LLC | 0.51% | Reduce -28.9% | 84,427 | $8.6M |
| Jane Street Group, LLC | 0.01% | New | 84,241 | $8.6M |
| Private Advisor Group, LLC | 0.04% | Add +8.6% | 83,116 | $8.5M |
| Evergreen Private Wealth LLC | 3.27% | Add +6.1% | 81,655 | $8.3M |
| Blue Trust, Inc. | 0.09% | Reduce -11.6% | 81,351 | $8.3M |
| Brookstone Capital Management | 0.09% | Add +7.5% | 79,777 | $8.1M |
| Diversify Wealth Management, LLC | 0.36% | New | 76,285 | $7.8M |
| Liberty Wealth Management LLC | 1.00% | Reduce -4.1% | 76,555 | $7.8M |
| ONE Advisory Partners, LLC | 2.30% | Reduce -25.9% | 74,889 | $7.6M |
| Integrated Wealth Concepts LLC | 0.09% | Add +14.7% | 73,814 | $7.5M |
| Bay Harbor Wealth Management, LLC | 1.92% | Reduce -2.0% | 72,353 | $7.4M |
| One Wealth Advisors, LLC | 0.89% | Add +3.6% | 71,867 | $7.3M |
| Legacy Financial Group LLC | 0.90% | Add +0.1% | 72,215 | $7.3M |
| Scotia Capital Inc. | 0.03% | Add +1.3% | 71,026 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +14.4% | 68,893 | $7.0M |
| Goodman Advisory Group, LLC | 1.67% | Add +7.5% | 66,690 | $6.8M |
| Principal Securities, Inc. | 0.10% | Add +15.8% | 65,740 | $6.7M |
| GenWealth Group, Inc. | 1.14% | Add +1446.8% | 65,413 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.3% | 65,435 | $6.7M |
| Angeles Wealth Management, LLC | 0.37% | Add +34.0% | 65,406 | $6.6M |
| DRW Securities, LLC | 0.50% | Add +91.0% | 65,093 | $6.6M |
| Focus Partners Wealth | 0.01% | Add +0.9% | 64,932 | $6.6M |
| Cobblestone Asset Management LLC | 2.93% | Reduce -1.6% | 64,235 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +92.7% | 63,523 | $6.5M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -3.8% | 63,485 | $6.5M |
| Composition Wealth, LLC | 0.09% | Reduce -8.7% | 62,612 | $6.4M |
| Systelligence, LLC | 1.20% | Reduce -25.3% | 61,740 | $6.3M |
| Prospera Financial Services Inc | 0.10% | Add +9.5% | 61,688 | $6.3M |
| Captrust Financial Advisors | 0.01% | Add +0.1% | 60,880 | $6.2M |
| Premier Path Wealth Partners, LLC | 0.79% | Reduce -8.9% | 60,409 | $6.1M |
| BCGM Wealth Management, LLC | 1.56% | Reduce -8.0% | 60,301 | $6.1M |
| Sheridan Capital Management, LLC | 3.10% | Reduce -1.1% | 60,071 | $6.1M |
| Core Wealth Advisors, LLC | 4.80% | — | 59,914 | $6.1M |
| Watershed Private Wealth LLC | 1.82% | Reduce -4.6% | 59,767 | $6.1M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +51.9% | 58,949 | $6.0M |
| Beacon Financial Group | 0.59% | Reduce -20.3% | 58,409 | $5.9M |
| AlphaCore Capital LLC | 0.13% | Add +118971.4% | 58,345 | $5.9M |
| WCG Wealth Advisors LLC | 0.16% | Add +66.9% | 57,752 | $5.9M |
| Elevated Financial Group LLC | 2.03% | — | 57,753 | $5.9M |
| True Vision MN LLC | 2.94% | Reduce -5.8% | 56,991 | $5.8M |
| Shared Vision Wealth Group LLC | 2.33% | Reduce -2.6% | 56,265 | $5.8M |
| ABLE Financial Group, LLC | 1.16% | Add +6.2% | 56,152 | $5.7M |
| A4 Wealth Advisors LLC | 4.92% | Add +55.1% | 55,963 | $5.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.17% | No change | 54,700 | $5.6M |
| Van Hulzen Asset Management, LLC | 0.40% | Add +7.3% | 53,349 | $5.4M |
| Arax Advisory Partners | 0.15% | New | 51,895 | $5.2M |
| Sovran Advisors, LLC | 0.44% | Add +2.7% | 50,390 | $5.2M |
| WealthShield Partners, LLC | 0.57% | Reduce -4.1% | 50,700 | $5.2M |
| Cresta Advisors, Ltd. | 2.15% | Add +6.3% | 50,540 | $5.1M |
| One Wealth Capital Management, LLC | 2.18% | Add +4.5% | 50,315 | $5.1M |
| Ranch Capital Advisors Inc. | 1.83% | Add +0.6% | 48,950 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -76.2% | 48,071 | $4.9M |
| Professional Financial Management, Inc. | 5.37% | — | 46,590 | $4.7M |
| Ewa, LLC | 1.15% | Reduce -11.2% | 46,406 | $4.7M |
| Bedminster, LLC | 4.32% | — | 46,249 | $4.7M |
| 5T Wealth, LLC | 1.87% | Reduce -16.9% | 46,095 | $4.7M |
| Merit Financial Group, LLC | 0.04% | Add +14.2% | 45,036 | $4.6M |
| RFG Advisory, LLC | 0.08% | Reduce -2.0% | 44,038 | $4.5M |
| Arrow Financial Corp | 0.44% | Reduce -9.6% | 43,178 | $4.4M |
| Endeavor Private Wealth, Inc. | 1.25% | Add +21.4% | 42,976 | $4.4M |
| Fidelity D & D Bancorp Inc. | 1.87% | Add +28.3% | 42,697 | $4.3M |
| HighPoint Advisor Group LLC | 0.09% | New | 42,077 | $4.3M |
| Simplicity Wealth,LLC | 0.25% | Reduce -6.7% | 41,959 | $4.3M |
| Elevation Point Wealth Partners, LLC | 0.20% | Add +106.2% | 40,969 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Add +14.5% | 40,832 | $4.2M |
| Smartleaf Asset Management LLC | 0.16% | Add +6.5% | 40,605 | $4.2M |
| IFP Advisors, Inc | 0.09% | Add +8.3% | 40,429 | $4.1M |
| Advus Financial Partners, LLC | 0.98% | Add +2.8% | 39,716 | $4.0M |
| Tyche Wealth Partners LLC | 0.64% | Add +18.1% | 39,409 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.8% | 39,284 | $4.0M |
| Conrad Siegel Investment Advisors, Inc. | 0.76% | Add +0.8% | 39,269 | $4.0M |
| Comerica Bank | 0.02% | Reduce -17.2% | 38,110 | $3.9M |
| Cornerstone Planning Group LLC | 0.59% | Add +6.9% | 36,901 | $3.8M |
| Keebeck Wealth Management | 0.43% | Add +3.5% | 36,445 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +3641600.0% | 36,417 | $3.7M |
| Csenge Advisory Group | 0.17% | Add +11.3% | 36,251 | $3.7M |
| Quadrature Capital Ltd | 0.04% | New | 36,159 | $3.7M |
| Atlatl Advisers LLC | 1.41% | Reduce -7.1% | 36,144 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +19.6% | 35,571 | $3.6M |
| Polaris Investment Advisors, LLC | 2.61% | — | 35,480 | $3.6M |
| LFA - Lugano Financial Advisors SA | 1.78% | Add +1.2% | 33,915 | $3.4M |
| Financial & Tax Architects, LLC | 0.77% | Add +14.5% | 33,494 | $3.4M |
| SWP Financial LLC | 1.69% | Reduce -35.6% | 33,163 | $3.4M |
| Twin Peaks Wealth Advisors, LLC | 0.98% | Add +14.8% | 33,038 | $3.4M |
| Krilogy Financial LLC | 0.11% | Reduce -16.8% | 32,453 | $3.3M |
| Modus Advisors, LLC | 0.88% | Add +2.9% | 32,646 | $3.3M |
| Claro Advisors Inc. | 0.45% | Reduce -4.3% | 32,640 | $3.3M |
| Cypress Wealth Services, LLC | 0.45% | Add +3.2% | 32,218 | $3.3M |
| Swmg, LLC | 0.91% | Reduce -2.2% | 31,997 | $3.3M |
| McNaughton Wealth Management, LLC | 1.34% | Reduce -25.8% | 32,054 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.3% | 31,615 | $3.2M |
| Centurion Wealth Management LLC | 0.69% | Add +1.8% | 31,016 | $3.2M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.6% | 30,955 | $3.1M |
| Gateway Wealth Partners, LLC | 0.35% | Add +12.3% | 30,730 | $3.1M |
| Strategic Financial Concepts, LLC | 2.85% | New | 30,621 | $3.1M |
| Midwest Capital Advisors, LLC | 1.41% | Reduce -48.5% | 29,014 | $2.9M |
| Kilter Group LLC | 1.26% | Add +7.9% | 28,012 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.16% | New | 27,971 | $2.8M |
| Hoxton Planning & Management, LLC | 0.84% | Reduce -1.4% | 27,528 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +142.3% | 27,343 | $2.8M |
| Unique Wealth, LLC | 0.39% | Add +1.4% | 27,301 | $2.8M |
| WBH Advisory Inc. | 0.21% | Add +51.8% | 27,276 | $2.8M |
| Insight Advisors, LLC/ PA | 0.41% | Reduce -7.9% | 26,506 | $2.7M |
| Clarus Wealth Advisors | 1.12% | Add +3.5% | 26,313 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +13.8% | 26,217 | $2.7M |
| West Wealth Group, LLC | 0.55% | Add +22.4% | 25,837 | $2.6M |
| Anderson Hoagland & Co. | 0.22% | Add +12.8% | 25,469 | $2.6M |
| Apeiron RIA LLC | 0.52% | Add +4.1% | 25,465 | $2.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 25,219 | $2.6M |
| Heck Capital Advisors, LLC | 0.19% | Add +9.2% | 25,066 | $2.5M |
| Trustmark Bank Trust Department | 0.16% | Reduce -5.8% | 25,021 | $2.5M |
| Financial Life Advisors | 0.78% | Add +24.8% | 24,848 | $2.5M |
| Forte Asset Management LLC | 1.14% | Add +0.0% | 24,602 | $2.5M |
| Mosley Wealth Management | 1.14% | — | 24,261 | $2.5M |
| May Hill Capital, LLC | 0.67% | Reduce -9.1% | 24,533 | $2.5M |
| Saxony Capital Management, LLC | 1.50% | New | 24,034 | $2.4M |
| Davis Wealth Advisors, LLC | 2.02% | Add +17.1% | 23,934 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 23,555 | $2.4M |
| Rothschild Wealth LLC | 0.23% | Add +13.4% | 23,543 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.36% | Reduce -1.6% | 23,340 | $2.4M |
| Veridan Wealth LLC | 0.80% | Add +1.9% | 23,304 | $2.4M |
| Avid Wealth Partners LLC | 1.13% | Reduce -28.1% | 22,809 | $2.3M |
| Ehrlich Financial Group | 1.30% | Add +14.2% | 22,435 | $2.3M |
| Center For Asset Management LLC | 1.19% | Reduce -16.0% | 22,427 | $2.3M |
| Etesian Wealth Advisors, Inc. | 0.71% | Add +3.8% | 22,317 | $2.3M |
| Portfolio Resources Advisor Group, Inc. | 2.26% | — | 22,264 | $2.3M |
| LifePlan Investment Advisors, Inc. | 0.91% | Add +4.3% | 21,999 | $2.2M |
| Pinion Investment Advisors, LLC | 0.54% | Add +34.6% | 21,589 | $2.2M |
| Echo45 Advisors LLC | 1.25% | Add +69.4% | 21,514 | $2.2M |
| Surience Private Wealth LLC | 2.45% | New | 21,339 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -5.1% | 21,117 | $2.1M |
| Hazlett, Burt & Watson, Inc. | 0.68% | Add +3.2% | 21,071 | $2.1M |
| RCS Financial Planning, LLC | 0.92% | Add +6.6% | 21,038 | $2.1M |
| Braun-Bostich & Associates Inc. | 1.31% | Add +1.1% | 20,916 | $2.1M |
| LiftPoint Family Wealth Advisors LLC | 1.80% | — | 20,764 | $2.1M |
| Lansing Street Advisors | 0.54% | Add +12.7% | 20,506 | $2.1M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -16.4% | 20,276 | $2.1M |
| Robbins Farley | 0.94% | New | 20,285 | $2.1M |
| Eq LLC | 0.59% | Reduce -22.4% | 20,200 | $2.1M |
| Collective Family Office LLC | 0.47% | Add +11.6% | 19,944 | $2.0M |
| J.M. Arbour, LLC | 2.02% | — | 19,919 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -26.8% | 19,544 | $2.0M |
| NorthRock Partners, LLC | 0.03% | Add +132.3% | 19,492 | $2.0M |
| BCU Wealth Advisors, LLC | 0.75% | Reduce -0.7% | 19,293 | $2.0M |
| Checchi Capital Advisers, LLC | 0.13% | Add +179.9% | 19,125 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +20.1% | 18,830 | $1.9M |
| Spectrum Planning & Advisory Services Inc. | 0.98% | Reduce -24.8% | 18,796 | $1.9M |
| Carr Financial Group Corp | 0.51% | Reduce -53.8% | 18,675 | $1.9M |
| Values First Advisors, Inc. | 0.98% | Add +2.0% | 18,665 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +1.3% | 18,144 | $1.8M |
| Bridge Generations Wealth Management LLC | 1.12% | Reduce -44.0% | 17,855 | $1.8M |
| Centerline Wealth Advisors, LLC | 0.65% | New | 17,779 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -24.5% | 17,718 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.64% | Add +1.4% | 17,617 | $1.8M |
| Quadrant Private Wealth Management, LLC | 0.29% | Add +6.8% | 17,506 | $1.8M |
| Advyzon Investment Management, LLC | 0.21% | Add +271.1% | 17,489 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 17,422 | $1.8M |
| Verus Capital Partners, LLC | 0.12% | Add +8.8% | 17,378 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -20.5% | 17,280 | $1.8M |
| Royal Fund Management, LLC | 0.16% | Add +126.0% | 17,139 | $1.7M |
| JT Stratford LLC | 0.22% | Reduce -63.6% | 16,848 | $1.7M |
| PFG Investments, LLC | 0.08% | Add +22.8% | 16,608 | $1.7M |
| Leavell Investment Management, Inc. | 0.07% | Add +22.7% | 16,547 | $1.7M |
| Fermata Advisors, LLC | 0.39% | Add +217.7% | 15,984 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +11.7% | 15,753 | $1.6M |
| Richmond Investment Services, LLC | 0.27% | Add +86.0% | 15,529 | $1.6M |
| Retirement Wealth Solutions LLC | 0.99% | Reduce -13.8% | 15,453 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.9% | 15,399 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +9.3% | 15,371 | $1.6M |
| Aspire Private Capital, LLC | 0.35% | Reduce -1.1% | 15,329 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.3% | 15,306 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -56.8% | 15,235 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.50% | New | 14,880 | $1.5M |
| Pettinga Financial Advisors LLC | 0.29% | Reduce -79.5% | 14,865 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.80% | Reduce -15.0% | 14,783 | $1.5M |
| Integrity Advisory Solutions, LLC | 0.22% | Add +27.5% | 14,758 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -34.9% | 14,735 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Reduce -42.7% | 14,570 | $1.5M |
| Capital Investment Management, Inc. | 0.51% | — | 14,416 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.35% | Reduce -33.6% | 14,409 | $1.5M |
| Venturi Wealth Management, LLC | 0.06% | Add +5.5% | 14,363 | $1.5M |
| Keating Financial Advisory Services, Inc. | 0.20% | — | 14,299 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +34.5% | 14,130 | $1.4M |
| Regimen Wealth, LLC | 0.42% | Add +2.2% | 14,019 | $1.4M |
| PFG Advisors | 0.07% | Add +27.4% | 13,888 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -4.8% | 13,761 | $1.4M |
| Legacy Private Trust Co. | 0.08% | Reduce -6.3% | 13,466 | $1.4M |
| Gilpin Wealth Management, LLC | 1.06% | — | 13,129 | $1.3M |
| Unify Financial Advisors | 1.39% | — | 13,128 | $1.3M |
| Veltria Advisors Corp. | 5.67% | Add +340.1% | 12,667 | $1.3M |
| Strategic Investment Advisors / MI | 0.11% | Add +2787.9% | 12,620 | $1.3M |
| Alterna Wealth Management, Inc. | 1.03% | Reduce -6.0% | 12,198 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.21% | — | 12,137 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 11,964 | $1.2M |
| Two West Capital Advisors LLC | 0.70% | Add +20.4% | 11,876 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +92.2% | 11,716 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.44% | Reduce -4.7% | 11,626 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +8.0% | 11,269 | $1.1M |
| TBH Global Asset Management, LLC | 0.19% | Reduce -38.4% | 11,106 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -3.8% | 11,081 | $1.1M |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -2.2% | 10,990 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -21.7% | 10,928 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Add +17.6% | 10,902 | $1.1M |
| Cumberland Partners Ltd | 0.07% | Add +107.2% | 10,835 | $1.1M |
| BOS Asset Management, LLC | 0.29% | Add +4.4% | 10,663 | $1.1M |
| SVB Wealth LLC | 0.06% | Reduce -38.8% | 10,614 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -77.9% | 10,575 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 10,504 | $1.1M |
| WealthPoint Financial, LLC | 0.92% | — | 10,420 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.9% | 10,366 | $1.1M |
| TritonPoint Partners, LLC | 0.56% | — | 10,320 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +1.3% | 10,173 | $1.0M |
| TFB Advisors LLC | 0.29% | Reduce -3.4% | 10,110 | $1.0M |
| W Advisors, LLC | 0.52% | Reduce -6.3% | 10,098 | $1.0M |
| Milestone Asset Management, LLC | 0.19% | New | 10,034 | $1.0M |
| First International Bank of Israel Ltd. | 0.48% | Reduce -5.5% | 9,947 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.0% | 10,301 | $1.0M |
| Curtis Wealth Management LLC | 0.86% | — | 9,658 | $989K |
| Vision Retirement, LLC | 0.26% | — | 9,616 | $978K |
| DecisionMap Wealth Management, LLC | 0.60% | New | 9,548 | $971K |
| Transamerica Financial Advisors, LLC | 0.08% | Add +108.6% | 9,539 | $970K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -82.9% | 9,525 | $968K |
| Capital Asset Managemnet, LLC | 1.07% | — | 9,447 | $968K |
| IFG Advisory, LLC | 0.04% | Reduce -20.8% | 9,478 | $964K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +19.5% | 9,457 | $961K |
| Ascent Group, LLC | 0.03% | Reduce -14.7% | 9,409 | $957K |
| Wells Financial Advisors INC | 1.79% | Reduce -27.5% | 9,271 | $943K |
| Absolute Capital Management, LLC | 0.34% | Add +0.3% | 9,239 | $939K |
| Integrated Advisors Network LLC | 0.04% | Reduce -49.8% | 9,082 | $923K |
| Private Trust Co. NA | 0.08% | Reduce -12.7% | 9,081 | $923K |
| Traveka Wealth, LLC | 0.37% | Add +88.8% | 9,050 | $920K |
| Strategy Asset Managers LLC | 0.15% | Add +76.6% | 8,904 | $905K |
| Atlanta Consulting Group Advisors, LLC | 0.20% | Reduce -11.1% | 8,847 | $899K |
| TSA Wealth Managment LLC | 0.29% | Add +4.5% | 8,527 | $867K |
| Regatta Capital Group, LLC | 0.13% | Reduce -8.9% | 8,497 | $864K |
| Perigon Wealth Management, LLC | 0.02% | Add +9.2% | 8,364 | $850K |
| Retirement Management Systems Inc. | 0.21% | — | 8,142 | $828K |
| RHS Financial, LLC | 0.40% | Add +8.7% | 8,099 | $823K |
| First Manhattan Co. Llc. | 0.00% | Reduce -16.5% | 8,082 | $822K |
| Concorde Asset Management, LLC | 0.33% | Add +10.9% | 8,022 | $816K |
| Barings LLC | 0.02% | New | 7,985 | $812K |
| Hopwood Nicholas Hunter | 0.26% | — | 7,893 | $802K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.5% | 7,872 | $800K |
| Klaas Financial Asset Advisors, LLC | 0.12% | Reduce -0.9% | 7,859 | $799K |
| Wealthgarden F.S. LLC | 0.52% | Add +6.0% | 7,763 | $795K |
| Waystone Advisors LLC | 0.68% | — | 7,764 | $789K |
| Hilltop Holdings Inc. | 0.05% | Reduce -11.2% | 7,643 | $777K |
| Harbour Investments, Inc. | 0.02% | Add +19.7% | 7,582 | $771K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | Add +223.6% | 7,581 | $770K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -49.9% | 7,549 | $768K |
| Columbus Macro, LLC | 0.08% | New | 7,514 | $764K |
| Theory Financial LLC | 0.26% | Reduce -25.9% | 7,453 | $764K |
| Bank of Montreal | 0.00% | Reduce -2.9% | 7,440 | $756K |
| Financial Partners Group, Inc | 0.09% | Add +176.0% | 7,346 | $746K |
| Tudor Investment Corporation | 0.00% | Reduce -85.1% | 7,333 | $746K |
| Silverleafe Capital Partners, LLC | 0.22% | Reduce -13.0% | 7,196 | $732K |
| Archer Investment Management, LLC | 0.39% | New | 7,163 | $728K |
| Focus Financial Network, Inc. | 0.03% | Add +2.1% | 7,101 | $722K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +104.7% | 6,881 | $699K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +56.3% | 6,830 | $694K |
| Embree Financial Group | 0.08% | Add +35.3% | 6,677 | $679K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -17.2% | 6,668 | $678K |
| Keybank National Association | 0.00% | Add +28.0% | 6,616 | $673K |
| Redwood Investment Management, LLC | 0.08% | Add +74.2% | 6,582 | $669K |
| Lifeworks Advisors, LLC | 0.09% | Add +2.9% | 6,566 | $668K |
| ORG Partners LLC | 0.12% | Reduce -15.0% | 6,564 | $667K |
| Legacy PCG, LLC | 0.41% | Reduce -66.6% | 6,514 | $662K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.0% | 6,513 | $662K |
| Arwa LLC | 0.39% | — | 6,506 | $661K |
| Argyle Capital Partners, LLC | 0.48% | Add +31.3% | 6,460 | $657K |
| Gen-Wealth Partners Inc | 0.21% | Add +47.0% | 6,395 | $650K |
| Avantra Family Wealth, Inc. | 0.47% | Reduce -0.1% | 6,391 | $650K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +1.4% | 6,380 | $649K |
| Waverly Advisors, LLC | 0.01% | Add +46.0% | 6,291 | $640K |
| ASL Financial, LLC | 0.50% | — | 6,235 | $634K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.3% | 6,215 | $632K |
| Vicus Capital | 0.05% | New | 6,192 | $630K |
| Eastern Bank | 0.01% | Reduce -11.6% | 6,164 | $627K |
| Blalock Williams, LLC | 0.49% | Add +15.8% | 6,031 | $613K |
| Creative Planning | 0.00% | Add +28.3% | 5,942 | $604K |
| Ballast Rock Private Wealth LLC | 0.38% | — | 5,920 | $602K |
| Camarda Financial Advisors, LLC | 0.23% | Reduce -2.7% | 5,912 | $601K |
| Savant Capital, LLC | 0.00% | Reduce -30.4% | 5,896 | $599K |
| Able Wealth Management LLC | 0.19% | Add +118.7% | 5,827 | $592K |
| Legacy Wealth Partners, LLC | 0.15% | — | 5,695 | $579K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -58.9% | 5,692 | $579K |
| Yukon Wealth Management, Inc. | 0.33% | Add +18.9% | 5,670 | $572K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -3.4% | 5,623 | $572K |
| Vantage Point Financial LLC | 0.20% | Add +25.3% | 5,593 | $569K |
| MSH Capital Advisors LLC | 0.12% | New | 5,529 | $562K |
| Oppenheimer & Co. Inc. | 0.01% | Add +57.2% | 5,501 | $559K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -43.6% | 5,497 | $559K |
| Silverlake Wealth Management LLC | 0.12% | Add +34.9% | 5,463 | $555K |
| VestGen Investment Management | 0.30% | Reduce -15.1% | 5,408 | $550K |
| Core Wealth Partners LLC | 0.24% | Reduce -0.4% | 5,327 | $542K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +40.2% | 5,317 | $541K |
| Magnus Financial Group LLC | 0.04% | Add +24.8% | 5,282 | $537K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.48% | New | 5,204 | $529K |
| Apex Wealth Management, LLC | 0.53% | Add +0.2% | 5,079 | $518K |
| World Equity Group, Inc. | 0.14% | Reduce -9.2% | 4,984 | $507K |
| Valtinson Bruner Financial Planning LLC | 0.15% | No change | 4,983 | $507K |
| Ameritas Advisory Services, LLC | 0.02% | New | 4,969 | $505K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -11.5% | 4,966 | $505K |
| Town Capital LLC | 0.41% | — | 4,919 | $500K |
| Tucker Asset Management LLC | 0.15% | Add +54544.4% | 4,918 | $500K |
| Betterment LLC | 0.00% | Add +14.5% | 4,913 | $500K |
| Cape Investment Advisory, Inc. | 0.15% | Add +30.6% | 4,865 | $495K |
| Legacy Edge Advisors, LLC | 0.05% | Add +7.3% | 4,810 | $489K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -7.8% | 4,780 | $486K |
| Maripau Wealth Management LLC | 0.22% | Reduce -8.8% | 4,747 | $483K |
| RDA Financial Network | 0.11% | Add +62.4% | 4,676 | $475K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -40.1% | 4,675 | $475K |
| Vantus Wealth LLC | 0.35% | — | 4,651 | $473K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.0% | 4,607 | $468K |
| Nwam LLC | 0.03% | Reduce -54.6% | 4,550 | $466K |
| GeoWealth Management, LLC | 0.02% | Reduce -82.5% | 4,574 | $465K |
| LongView Wealth Management | 0.11% | New | 4,512 | $461K |
| Wealthstar Advisors, LLC | 0.25% | Reduce -93.2% | 4,522 | $460K |
| Blue Capital, Inc. | 0.32% | Add +8.1% | 4,418 | $449K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.1% | 4,407 | $448K |
| Western Wealth Management, LLC | 0.02% | Add +38.7% | 4,393 | $447K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Add +31.4% | 4,383 | $446K |
| Resurgent Financial Advisors LLC | 0.22% | Add +5.6% | 4,325 | $440K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -2.3% | 4,238 | $431K |
| Patron Partners, LLC | 0.19% | Reduce -20.5% | 4,210 | $428K |
| Advisors Capital Management, LLC | 0.01% | New | 4,200 | $427K |
| Continuum Advisory, LLC | 0.04% | Add +44.0% | 4,184 | $425K |
| Fiscal Wisdom Wealth Management, LLC | 0.40% | Add +14.2% | 4,179 | $425K |
| Kovack Advisors, Inc. | 0.02% | New | 4,146 | $422K |
| Aegis Wealth Management, Inc. | 0.33% | — | 4,139 | $421K |
| Sound Income Strategies, LLC | 0.02% | Add +37.7% | 4,104 | $419K |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 4,108 | $418K |
| Whittier Trust Co. | 0.00% | Reduce -1.4% | 3,884 | $395K |
| PUREfi Wealth, LLC | 0.30% | Reduce -9.3% | 3,884 | $395K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -20.2% | 3,860 | $392K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.6% | 3,780 | $384K |
| Shelter Mutual Insurance Co | 0.09% | Add +9.6% | 3,770 | $383K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +17.2% | 3,761 | $382K |
| Essex Financial Services, Inc. | 0.02% | Add +1.5% | 3,743 | $381K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.1% | 3,688 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.5% | 3,664 | $373K |
| NerdWallet Wealth Partners, LLC | 0.17% | Add +37.0% | 3,647 | $371K |
| Stirlingshire Investments, Inc. | 0.33% | — | 3,624 | $369K |
| Axim Planning & Wealth | 0.39% | Add +27.5% | 3,612 | $367K |
| Spinnaker Investment Group, LLC | 0.07% | Add +1.9% | 3,612 | $367K |
| Argent Trust Co | 0.01% | Reduce -51.5% | 3,568 | $363K |
| City Center Advisors, LLC | 0.33% | New | 3,556 | $362K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -11.4% | 3,555 | $361K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -1.3% | 3,548 | $361K |
| GTS Securities LLC | 0.01% | New | 3,538 | $360K |
| Pinnacle Associates Ltd. | 0.00% | Add +2.6% | 3,525 | $358K |
| Channel Wealth LLC | 0.09% | No change | 3,505 | $356K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,488 | $355K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +1.0% | 3,472 | $353K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -10.3% | 3,463 | $352K |
| Entelevest, LLC | 0.36% | — | 3,443 | $350K |
| Raleigh Capital Management Inc. | 0.13% | Add +26.6% | 3,437 | $349K |
| BridgePort Financial Solutions, LLC | 0.09% | Add +18.5% | 3,432 | $349K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +5.0% | 3,428 | $349K |
| CCG Wealth Management, LLC | 0.15% | New | 3,420 | $348K |
| Davies Financial Advisors, Inc. | 0.64% | Reduce -71.6% | 3,419 | $348K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.3% | 3,386 | $344K |
| Annex Advisory Services, LLC | 0.01% | Reduce -23.9% | 3,380 | $344K |
| Citigroup Inc. | 0.00% | Reduce -32.3% | 3,338 | $339K |
| Chatterton & Associates Inc. | 0.29% | — | 3,325 | $338K |
| Omega Financial Group, LLC | 0.11% | No change | 3,302 | $336K |
| Roman Butler Fullerton & Co. | 0.09% | New | 3,289 | $335K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -10.8% | 3,280 | $333K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -4.2% | 3,267 | $332K |
| Charles Schwab Trust Co | 0.02% | Reduce -3.1% | 3,227 | $328K |
| FMR LLC | 0.00% | Add +20.8% | 3,194 | $325K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -19.3% | 3,164 | $322K |
| Summit Financial, LLC | 0.00% | Reduce -3.3% | 3,158 | $321K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +47.0% | 3,130 | $318K |
| Choreo, LLC | 0.00% | Reduce -45.5% | 3,072 | $314K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -5.2% | 3,019 | $307K |
| One Day In July LLC | 0.03% | No change | 3,013 | $306K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,012 | $306K |
| Semus Wealth Partners LLC | 0.16% | Reduce -19.7% | 2,929 | $298K |
| StoneX Group Inc. | 0.01% | New | 2,855 | $290K |
| Brookwood Investment Group LLC | 0.04% | Reduce -69.4% | 2,856 | $290K |
| Arrien Investments, Inc. | 0.16% | Reduce -20.4% | 2,847 | $289K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.2% | 2,837 | $288K |
| Strathmore Capital Advisors, Inc. | 0.09% | No change | 2,827 | $287K |
| GWN Securities Inc. | 0.06% | Add +31.7% | 2,818 | $287K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.9% | 2,784 | $283K |
| Dentgroup LLC | 0.19% | Add +6.4% | 2,781 | $283K |
| Ade, LLC | 0.14% | Add +12.9% | 2,755 | $280K |
| XY Planning Network, Inc. | 0.05% | New | 2,675 | $272K |
| AQR Capital Management | 0.00% | New | 2,665 | $271K |
| Asempa Wealth Advisors | 0.23% | — | 2,646 | $269K |
| Midwest Professional Planners, LTD. | 0.06% | Add +7.0% | 2,617 | $266K |
| GenTrust, LLC | 0.01% | Reduce -98.8% | 2,570 | $261K |
| MCF Advisors LLC | 0.01% | No change | 2,567 | $261K |
| Synergy Asset Management, LLC | 0.03% | New | 2,566 | $261K |
| Maia Wealth LLC | 0.04% | New | 2,466 | $255K |
| Financial Sense Advisors, Inc. | 0.05% | Add +8.1% | 2,507 | $255K |
| EJMK Ventures LLC | 0.16% | — | 2,492 | $253K |
| Empirical Asset Management, LLC | 0.07% | Reduce -7.1% | 2,549 | $253K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -3.3% | 2,465 | $251K |
| James Investment Research, Inc. | 0.03% | Reduce -86.3% | 2,453 | $249K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,442 | $248K |
| Paladin Partners, LLC | 0.18% | — | 2,409 | $245K |
| Cassilly Financial Group LLC | 0.21% | — | 2,381 | $242K |
| Exit Wealth Advisors, LLC. | 0.14% | Reduce -42.5% | 2,366 | $241K |
| SMART Wealth LLC | 0.07% | New | 2,355 | $239K |
| Valmark Advisers, Inc. | 0.00% | New | 2,342 | $238K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -1.5% | 2,313 | $235K |
| Hengehold Capital Management LLC | 0.02% | Reduce -31.9% | 2,308 | $235K |
| Rossby Financial, LCC | 0.07% | Add +0.1% | 2,298 | $234K |
| Nicolet Bankshares Inc. | 0.04% | Reduce -33.3% | 2,259 | $230K |
| OneAscent Financial Services LLC | 0.02% | New | 2,237 | $227K |
| Montecito Bank & Trust | 0.04% | New | 2,190 | $223K |
| First Financial Bank - Trust Division | 0.02% | Reduce -48.3% | 2,188 | $222K |
| Kelly Financial Group LLC | 0.06% | Reduce -2.3% | 2,152 | $219K |
| Lockerman Financial Group, Inc. | 0.42% | Reduce -67.7% | 2,151 | $219K |
| Austin Private Wealth, LLC | 0.02% | New | 2,135 | $217K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -86.7% | 2,121 | $216K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,099 | $213K |
| BDFS Capital LLC | 0.11% | — | 2,093 | $213K |
| Signet Private Wealth LLC | 0.20% | — | 2,066 | $210K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,061 | $210K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,056 | $209K |
| Evergreen Capital Management LLC | 0.00% | No change | 2,053 | $209K |
| Leuthold Group, LLC | 0.02% | No change | 2,048 | $208K |
| Alta Wealth Advisors LLC | 0.07% | New | 2,023 | $206K |
| Tidemark, LLC | 0.06% | Reduce -98.2% | 1,997 | $203K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 1,984 | $202K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.5% | 1,953 | $199K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.3% | 1,930 | $196K |
| UMB Bank, n.a. | 0.00% | Add +28.6% | 1,877 | $191K |
| Pflug Koory, LLC | 0.09% | No change | 1,820 | $185K |
| First Horizon Corp. | 0.01% | Add +101.2% | 1,781 | $181K |
| Capital Investment Counsel, Inc | 0.02% | New | 1,766 | $180K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.3% | 1,678 | $171K |
| New Republic Capital, LLC | 0.04% | Add +8.3% | 1,549 | $157K |
| National Bank of Canada | 0.00% | Reduce -98.4% | 1,518 | $154K |
| Golden State Wealth Management, LLC | 0.02% | Add +71.4% | 1,496 | $152K |
| TCTC Holdings, LLC | 0.00% | No change | 1,397 | $142K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,376 | $140K |
| Centaurus Financial, Inc. | 0.01% | Reduce -12.5% | 1,215 | $124K |
| Arlington Trust Co LLC | 0.01% | Add +7087.5% | 1,150 | $117K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 1,040 | $106K |
| International Assets Investment Management, LLC | 0.01% | New | 1,018 | $104K |
| Park Place Capital Corp | 0.02% | Reduce -6.8% | 1,005 | $102K |
| Merited Wealth, LLC | 0.09% | — | 943 | $96K |
| Ransom Advisory, Ltd | 0.04% | New | 940 | $96K |
| Tsfg, LLC | 0.01% | Reduce -3.5% | 925 | $94K |
| Allworth Financial LP | 0.00% | Reduce -8.0% | 842 | $86K |
| Asset Planning,Inc | 0.06% | Add +1.4% | 786 | $80K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $80K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +9.8% | 760 | $77K |
| Blair William & Co. | 0.00% | Add +37.7% | 745 | $76K |
| Signature Equity Partners, LLC | 0.04% | — | 713 | $73K |
| Deutsche Bank AG | 0.00% | New | 706 | $72K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 677 | $69K |
| Ameriflex Group, Inc. | 0.04% | Reduce -10.2% | 666 | $68K |
| Oakworth Capital, Inc. | 0.00% | Reduce -3.6% | 636 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.7% | 595 | $60K |
| Clean Yield Group | 0.01% | No change | 530 | $54K |
| Investors Portfolio Services LLC | 0.05% | — | 495 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.1% | 478 | $49K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -93.7% | 446 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -39.1% | 444 | $45K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -16.3% | 375 | $38K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Add +110.5% | 362 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -87.6% | 360 | $37K |
| SageView Advisory Group, LLC | 0.00% | New | 350 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 339 | $34K |
| Independence Bank of Kentucky | 0.00% | Reduce -27.9% | 336 | $34K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -16.5% | 299 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +129.3% | 266 | $27K |
| Maseco LLP | 0.00% | New | 250 | $25K |
| NBT Bank, N.A. | 0.00% | Reduce -1.0% | 102 | $25K |
| Covestor Ltd | 0.01% | Add +2.1% | 244 | $25K |
| Key Capital Management, INC | 0.02% | — | 242 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +85.3% | 226 | $23K |
| SouthState Bank Corp | 0.00% | New | 203 | $21K |
| Nemes Rush Group LLC | 0.00% | New | 187 | $19K |
| REAP Financial Group, LLC | 0.00% | Add +673.9% | 178 | $18K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -11.2% | 175 | $18K |
| Hurley Capital, LLC | 0.01% | New | 167 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Add +87.5% | 165 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -57.0% | 162 | $16K |
| ESL Trust Services, LLC | 0.00% | New | 160 | $16K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 158 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -55.2% | 150 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | New | 144 | $15K |
| Quent Capital, LLC | 0.00% | New | 124 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 119 | $12K |
| Investors Research Corp | 0.00% | No change | 117 | $12K |
| Tompkins Financial Corp. | 0.00% | New | 109 | $11K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 108 | $11K |
| Trust Co. of Toledo NA | 0.00% | No change | 106 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 105 | $11K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 101 | $10K |
| St Germain D J Co. Inc. | 0.00% | Reduce -63.6% | 100 | $10K |
| Chapman Financial Group, LLC | 0.01% | No change | 97 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 80 | $8K |
| SHP Wealth Management | 0.00% | — | 79 | $8K |
| Decker Retirement Planning Inc. | 0.00% | New | 74 | $8K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Bravera Wealth | 0.00% | — | 65 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -74.1% | 60 | $6K |
| Horizon Investments, LLC | 0.00% | Add +33.3% | 60 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -19.2% | 59 | $6K |
| Realta Investment Advisors | 0.00% | No change | 54 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 50 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 50 | $5K |
| Fairway Wealth LLC | 0.00% | New | 49 | $5K |
| Essential Partners LLC | 0.00% | New | 48 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.4% | 48 | $5K |
| NorthAvenue LLC | 0.00% | — | 45 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 42 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Center for Financial Planning, Inc. | 0.00% | New | 34 | $3K |
| Ancora Advisors LLC | 0.00% | New | 31 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -90.9% | 31 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 29 | $3K |
| BankChampaign, National Association | 0.00% | — | 58 | $3K |
| Archer Investment Corp | 0.00% | No change | 25 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $2K |
| Imprint Wealth LLC | 0.01% | Reduce -82.8% | 22 | $2K |
| Nvwm, LLC | 0.00% | New | 22 | $2K |
| Operose Advisors LLC | 0.00% | New | 22 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 21 | $2K |
| Clark Wealth Partners | 0.00% | No change | 19 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Chelsea Counsel Co. | 0.00% | No change | 14 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 13 | $1K |
| Barrett & Company, Inc. | 0.00% | New | 11 | $1K |
| Truvestments Capital LLC | 0.00% | New | 11 | $1K |
| United Financial Planning Group LLC | 0.00% | Reduce -93.4% | 10 | $1K |
| Grand Wealth Management, LLC | 0.00% | New | 10 | $1K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 8 | $1K |
| Register Financial Advisors LLC | 0.00% | New | 7 | $712 |
| Clearstead Trust, LLC | 0.00% | No change | 5 | $509 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $509 |
| CENTRAL TRUST Co | 0.00% | New | 5 | $509 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -72.2% | 5 | $508 |
| Optima Capital LLC | 0.00% | New | 2 | $203 |
| Lodestone Wealth Management LLC | 0.00% | New | 1 | $113 |
"% 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.