Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 33 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
LPL Financial LLC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
UBS Group AG | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 30 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2021 | 26 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
WealthShield Partners, LLC | 24 | 24 | 0.04% | 0.67% | 2.11% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.11% | 0.26% | Q1 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 20 |
Claro Advisors LLC | 20 | 20 | 0.06% | 0.54% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
American Portfolios Advisors | 8 | 6 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.06% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 14 | 14 | 0.05% | 0.17% | 0.33% | Q4 2019 | Q1 2023 | 14 |
Prospera Financial Services Inc | 13 | 13 | 0.02% | 0.05% | 0.14% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
QP WEALTH MANAGEMENT, LLC | 12 | 12 | 0.33% | 0.91% | 2.10% | Q4 2019 | Q3 2022 | 12 |
NWAM LLC | 12 | 12 | 0.09% | 0.30% | 0.52% | Q1 2017 | Q4 2019 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.04% | 0.09% | 0.14% | Q3 2017 | Q1 2020 | 11 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 11 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 9 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q4 2019 | 9 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 9 |
Savior LLC | 9 | 9 | 0.00% | 3.05% | 7.73% | Q4 2019 | Q4 2021 | 9 |
Raymond James Financial Services Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Virtu KCG Holdings LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 9 |
Janney Montgomery Scott LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 2.93% | 5.32% | Q4 2017 | Q3 2019 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2019 | 8 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Sequoia Wealth Management, LLC | 7 | 7 | 1.22% | 2.04% | 2.96% | Q4 2017 | Q2 2019 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q1 2019 | 7 |
Private Advisory Group LLC | 6 | 6 | 0.16% | 0.31% | 0.46% | Q1 2017 | Q2 2018 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Concentrum Wealth Management | 3 | 2 | 0.19% | 0.28% | 0.36% | Q2 2019 | Q3 2020 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2018 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.00% | 0.07% | 0.16% | Q2 2017 | Q2 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
BANK OF AMERICA CORP /DE/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2018 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.02% | 0.06% | 0.14% | Q2 2018 | Q1 2019 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.20% | 0.31% | 0.39% | Q2 2017 | Q1 2018 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q2 2018 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
Beirne Wealth Consulting Services, LLC | 3 | 3 | 0.18% | 0.43% | 0.59% | Q2 2019 | Q4 2019 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.30% | 0.44% | 0.53% | Q1 2019 | Q3 2019 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2020 | 3 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q2 2018 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2016 | Q2 2016 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.07% | 0.14% | 0.21% | Q1 2018 | Q2 2018 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Summit Financial Strategies, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2021 | Q1 2021 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own ADVISORSHARES TR or have owned ADVISORSHARES TR in the past.