Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.01% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 8 | 2 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ROYAL BANK OF CANADA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
WealthPLAN Partners, LLC | 3 | 2 | 0.00% | 0.66% | 1.30% | Q3 2021 | Q2 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 4 | 0.14% | 0.53% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.26% | 0.32% | 0.39% | Q3 2022 | Q2 2023 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RAYMOND JAMES & ASSOCIATES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.00% | 0.23% | 0.69% | Q1 2022 | Q2 2023 | 3 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2022 | Q1 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ADVISORSHARES TR or have owned ADVISORSHARES TR in the past.