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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 00768Y560

ADVISORSHARES TR

86 institutions · $82.6M total · 1,429,799 shares

#ManagerSharesValue% of TotalPeriod
1CIBC WORLD MARKET INC.127,503$8.8M8.91%2025-12-31
2ADVISOR GROUP HOLDINGS, INC.106,692$7.3M7.46%2025-12-31
3LPL Financial LLC101,683$7.0M7.11%2025-12-31
4Kestra Advisory Services, LLC96,464$6.6M6.74%2025-12-31
5STIFEL FINANCIAL CORP91,729$6.3M6.41%2025-12-31
6Cetera Investment Advisers66,128$4.5M4.62%2025-12-31
7RAYMOND JAMES FINANCIAL INC64,399$4.4M4.50%2025-12-31
8Focus Partners Wealth178,253$4.0M12.46%2024-09-30
9Mason & Associates Inc45,376$3.1M3.17%2025-12-31
10Stone Wealth Partners33,881$2.3M2.36%2025-12-31
11Trademark Financial Management, LLC29,783$2.0M2.08%2025-12-31
12Fulcrum Equity Management27,885$1.5M1.95%2023-09-30
13ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC20,986$1.4M1.46%2024-09-30
14United Advisor Group, LLC19,988$1.4M1.39%2025-12-31
15GC Wealth Management RIA, LLC19,675$1.4M1.37%2025-12-31
16Sigma Planning Corp18,976$1.3M1.32%2025-12-31
17Cetera Advisor Networks LLC19,941$1.3M1.39%2024-03-31
18TrueWealth Advisors, LLC14,795$1.0M1.03%2025-12-31
19Kingsman Wealth Management, Inc.12,192$837.9K0.85%2025-12-31
20Patriot Financial Group Insurance Agency, LLC11,993$824.3K0.83%2025-12-31
21ENVESTNET ASSET MANAGEMENT INC11,962$822.1K0.83%2025-12-31
22TWO SIGMA INVESTMENTS, LP11,100$777.0K0.77%2025-06-30
23Integrated Advisors Network LLC11,010$756.7K0.77%2025-12-31
24Cerity Partners LLC10,200$701.0K0.71%2025-12-31
25D.A. DAVIDSON & CO.9,800$673.5K0.68%2025-12-31
26Merit Financial Group, LLC8,818$606.1K0.61%2025-12-31
27Equitable Holdings, Inc.8,754$567.0K0.61%2024-12-31
28Millstone Evans Group, LLC8,226$565.4K0.57%2025-12-31
29MML INVESTORS SERVICES, LLC8,216$564.7K0.57%2025-12-31
30Perennial Investment Advisors, LLC7,965$547.4K0.55%2025-12-31
31Legacy Capital Group California, Inc.9,984$538.6K0.69%2023-09-30
32Nova Wealth Management, Inc.7,754$532.9K0.54%2025-12-31
33Koshinski Asset Management, Inc.7,170$492.1K0.50%2025-09-30
34Beacon Pointe Advisors, LLC7,146$491.1K0.49%2025-12-31
35SPRENG CAPITAL MANAGEMENT, INC.6,703$460.7K0.46%2025-12-31
36Cornerstone Wealth Management, LLC6,303$433.2K0.44%2025-12-31
37SUSQUEHANNA INTERNATIONAL GROUP, LLP5,604$385.2K0.39%2025-12-31
38AMERIPRISE FINANCIAL INC5,550$381.4K0.38%2024-09-30
39AE Wealth Management LLC5,401$371.2K0.37%2025-12-31
40Snowden Capital Advisors LLC5,110$351.2K0.35%2025-12-31
41Cetera Advisors LLC4,854$309.2K0.33%2024-03-31
42JANE STREET GROUP, LLC4,394$301.9K0.30%2024-09-30
43HighTower Advisors, LLC4,579$299.8K0.32%2025-03-31
44CITADEL ADVISORS LLC4,584$296.9K0.32%2024-12-31
45IRON Financial, LLC4,000$274.9K0.27%2025-12-31
46Envestnet Portfolio Solutions, Inc.4,223$273.5K0.29%2024-12-31
47Kovack Advisors, Inc.3,722$258.9K0.26%2025-12-31
48Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,717$255.4K0.25%2025-12-31
49CAPTRUST FINANCIAL ADVISORS3,648$250.7K0.25%2025-12-31
50Compass Ion Advisors, LLC3,478$239.0K0.24%2025-12-31
51COMMONWEALTH EQUITY SERVICES, LLC3,100$213.1K0.21%2025-12-31
52OLD MISSION CAPITAL LLC3,093$212.3K0.21%2025-09-30
53Global Assets Advisory, LLC2,983$204.7K0.20%2025-09-30
54Geneos Wealth Management Inc.3,025$198.0K0.21%2025-03-31
55UBS Group AG1,841$126.5K0.12%2025-12-31
56NBC SECURITIES, INC.1,711$117.6K0.11%2025-12-31
57Federation des caisses Desjardins du Quebec1,369$94.0K0.09%2025-12-31
58Aviso Financial Inc.639$43.9K0.04%2025-12-31
59Golden State Wealth Management, LLC531$36.5K0.03%2025-12-31
60NewEdge Advisors, LLC500$34.4K0.03%2025-12-31
61COMERICA BANK487$33.5K0.03%2025-12-31
62US BANCORP \DE\400$27.5K0.02%2025-12-31
63Comprehensive Financial Planning, Inc./PA330$22.7K0.02%2025-12-31
64BANK OF MONTREAL /CAN/275$19.3K0.01%2025-06-30
65ASSETMARK, INC280$19.2K0.01%2025-12-31
66HARBOUR INVESTMENTS, INC.237$16.3K0.01%2024-09-30
67Royal Bank of Canada128$8.0K0.00%2025-09-30
68Hobbs Group Advisors, LLC67$4.2K0.00%2024-06-30
69Cambridge Investment Research Advisors, Inc.60,144$4.1K4.20%2025-12-31
70Northwest Financial Advisors58$4.0K0.00%2024-09-30
71Garde Capital, Inc.50$3.5K0.00%2025-06-30
72IFP Advisors, Inc47$3.3K0.00%2025-06-30
73MORGAN STANLEY41$2.8K0.00%2025-12-31
74WASHINGTON TRUST Co30$1.5K0.00%2023-06-30
75Private Ocean, LLC21$1.3K0.00%2024-06-30
76HRT FINANCIAL LP15,212$9681.06%2024-03-31
77Thrivent Financial for Lutherans11,604$8070.81%2025-12-31
78NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9$4860.00%2023-09-30
79Parallel Advisors, LLC5$3440.00%2025-12-31
80WEDBUSH SECURITIES INC5,318$3310.37%2024-06-30
81Arete Wealth Advisors, LLC3,717$2600.25%2025-06-30
82FMR LLC4$2590.00%2024-12-31
83JPMORGAN CHASE & CO0$410.00%2025-12-31
84WELLS FARGO & COMPANY/MN1$360.00%2025-12-31
85CWM, LLC245$170.01%2024-09-30
86CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30