現在 44 社の機関がRSSB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 |
|---|---|---|
| CWM, LLC | $1.1億 | 0.29% |
| Ferguson Shapiro LLC | $4744.8万 | 14.45% |
| WJ Interests, LLC | $4439.6万 | 17.05% |
| Integrated Wealth Concepts LLC | $2877.4万 | 0.23% |
| Wright Wealth LLC | $1616.6万 | 10.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | $1326.2万 | 0.02% |
| Professional Financial Advisors, LLC | $1161.5万 | 2.37% |
| World Investment Advisors | $836.2万 | 0.13% |
| $761.4万 | 3.11% | |
| $471.0万 | 4.09% | |
| $386.0万 | 0.08% | |
| $371.8万 | 0.84% | |
| $285.1万 | 0.00% | |
| $279.0万 | 0.34% | |
| $212.8万 | 0.19% | |
| $181.0万 | 0.04% | |
| $159.5万 | 0.02% | |
| $155.2万 | 1.62% | |
| $108.2万 | 0.00% | |
| $98.8万 | 0.00% | |
| $94.6万 | 0.06% | |
| $83.9万 | 0.00% | |
| $70.4万 | 0.39% | |
| $66.5万 | 0.25% | |
| $61.7万 | 0.00% | |
| $54.1万 | 0.00% | |
| $38.7万 | 0.18% | |
| $35.7万 | 0.00% | |
| $22.6万 | 0.19% | |
| $22.3万 | 0.00% | |
| $21.7万 | 0.02% | |
| $21.4万 | 0.11% | |
| $19.0万 | 0.00% | |
| $7.1万 | 5.03% | |
| $3.0万 | 0.00% | |
| $2.9万 | 0.00% | |
| $2.2万 | 0.01% | |
| $1.4万 | 0.00% | |
| $1.0万 | 0.00% | |
| $8353.0 | 0.00% | |
| $4490.0 | 0.00% | |
| $3000.0 | 0.00% | |
| $2721.0 | 0.00% | |
| $2014.0 | 0.00% |