Advisory Services Network, LLC

Q4 2024 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
12/31/2024
Value ($000)
$5,367,944
Num holdings
5,609
Date filed
2/13/2025
Form type
13F-HR
Prev filing
11/14/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 ALTA CAPITAL MANAGEMENT LLC/ 028-05119
4 Legg Mason Private Portfolio Group, LLC 028-12558
5 Clarkston Capital Partners, LLC 028-15091
6 CONFLUENCE INVESTMENT MANAGEMENT LLC 028-13334
7 EAGLE ASSET MANAGEMENT INC
9 ENVESTNET ASSET MANAGEMENT INC
11 LADENBURG THALMANN ASSET MANAGEMENT 028-13809
12 Nuveen Asset Management, LLC 028-14498
18 WEDGEWOOD PARTNERS INC 028-05973
19 ZACKS INVESTMENT MANAGEMENT 028-04587
22 Charles Schwab Investment Advisory, Inc. 028-14153
23 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 028-05792
24 MANAGED ASSET PORTFOLIOS, LLC 028-16090
25 Astor Investment Management LLC
26 St. James Investment Company, LLC 028-14071
28 POLEN CAPITAL MANAGEMENT LLC 028-03687
30 Raub Brock Capital Management LP 028-15157
31 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691
32 ROOSEVELT INVESTMENT GROUP LLC 028-03511
33 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
34 Copeland Capital Management, LLC 028-14668
36 55I, LLC
39 BTS Asset Management, Inc.
40 NAVELLIER & ASSOCIATES INC 028-02824
41 CONGRESS ASSET MANAGEMENT CO 028-03434
43 BlackRock Investment Management, LLC 028-12016
45 Dorsey Wright & Associates 028-12076
46 Ethic Inc.
48 AMERICAN CENTURY INVESTMENT MANAGEMENT INC
49 Aptus Capital Advisors, LLC
50 ALLIANCEBERNSTEIN L.P.
51 ADHESION WEALTH ADVISOR SOLUTIONS, INC.
52 FEDERATED INVESTMENT MANAGEMENT CO 028-04377
53 TCW INVESTMENT MANAGEMENT Co LLC
54 Brown Advisory LLC 028-05775
60 Weatherstone Capital Management
61 HARDING LOEVNER LP 028-04434
63 WCM INVESTMENT MANAGEMENT, LLC 028-07104
66 First Trust Direct Indexing L.P. 028-20672
71 Fidelity Institutional Asset Management Trust Co 028-12283
73 Atria Investments, Inc
72 DIVIDEND ASSETS CAPITAL, LLC 028-11952