現在 319 社の機関がCDP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 |
|---|---|---|
| Keating Financial Advisory Services, Inc. | $1040.0 | 0.00% |
| TD Capital Management LLC | $1010.0 | 0.00% |
| True Wealth Design, LLC | $980.0 | 0.00% |
| FIRST HORIZON CORP | $949.0 | 0.00% |
| Clearstead Advisors, LLC | $918.0 | 0.00% |
| Caitong International Asset Management Co., Ltd | $857.0 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $704.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | $612.0 | 0.00% |
| Transamerica Financial Advisors, LLC | $401.0 | 0.00% |
| PRIVATE TRUST CO NA | $275.0 | 0.00% |
| Atlantic Union Bankshares Corp | $275.0 | 0.00% |
| Silicon Valley Capital Partners | $245.0 | 0.00% |
| Dunhill Financial, LLC | $188.0 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | $184.0 | 0.00% |
| Private Wealth Management Group, LLC | $153.0 | 0.00% |
| Godfrey Financial Associates, Inc. | $92.0 | 0.00% |
| CoreCap Advisors, LLC | $87.0 | 0.00% |
| Basecamp Wealth Advisors LLC | $31.0 | 0.00% |
| Covestor Ltd | $0.0 | 0.00% |