現在 19 社の機関がPABを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| Larson Financial Group LLC | $3499.5万 | 1.12% |
| PRUDENTIAL FINANCIAL INC | $1968.0万 | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | $902.7万 | 0.16% |
| JPMORGAN CHASE & CO | $883.2万 | 0.00% |
| Coign Capital Advisors LLC | $764.9万 | 4.02% |
| Intrua Financial, LLC | $729.3万 | 0.75% |
| Advisory Resource Group | $521.5万 | 0.90% |
| Steward Partners Investment Advisory, LLC | $350.1万 | 0.02% |
| $201.2万 | 0.00% | |
| $193.4万 | 0.00% | |
| $173.3万 | 0.00% | |
| $146.9万 | 0.00% | |
| $114.7万 | 0.00% | |
| $70.2万 | 0.00% | |
| $52.9万 | 0.00% | |
| $50.6万 | 0.39% | |
| $39.8万 | 0.01% | |
| $30.7万 | 0.10% | |
| $7.9万 | 0.04% |