現在 159 社の機関がCASS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 |
|---|---|---|
| Farther Finance Advisors, LLC | $754.0 | 0.00% |
| Basecamp Wealth Advisors LLC | $616.0 | 0.00% |
| Smallwood Wealth Investment Management, LLC | $440.0 | 0.00% |
| Root Financial Partners, LLC | $440.0 | 0.00% |
| Wealth Preservation Advisors, LLC | $220.0 | 0.00% |
| Sunbelt Securities, Inc. | $176.0 | 0.00% |
| Advisory Services Network, LLC | $88.0 | 0.00% |
| SJS Investment Consulting Inc. | $45.0 | 0.00% |
| Keating Financial Advisory Services, Inc. | $44.0 | 0.00% |