現在 325 社の機関がCGMS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 |
|---|---|---|
| HHM Wealth Advisors, LLC | $5.8万 | 0.01% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $5.4万 | 0.04% |
| ASHTON THOMAS SECURITIES, LLC | $5.2万 | 0.01% |
| Bogart Wealth, LLC | $3.6万 | 0.00% |
| NBC SECURITIES, INC. | $3.3万 | 0.00% |
| Keating Financial Advisory Services, Inc. | $2.9万 | 0.00% |
| US BANCORP \DE\ | $2.0万 | 0.00% |
| Federation des caisses Desjardins du Quebec | $1.9万 | 0.00% |
| FMR LLC | $1.8万 | 0.00% |
| AMERIFLEX GROUP, INC. | $1.7万 | 0.01% |
| Arax Advisory Partners | $1.6万 | 0.00% |
| Allworth Financial LP | $1.5万 | 0.00% |
| Signature Equity Partners, LLC | $1.4万 | 0.01% |
| Rossby Financial, LCC | $7232.0 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | $6535.0 | 0.00% |
| Key Financial Inc | $4357.0 | 0.00% |
| Financial Life Planners | $3650.0 | 0.00% |
| Tidemark, LLC | $2478.0 | 0.00% |
| DHJJ Financial Advisors, Ltd. | $1907.0 | 0.00% |
| Abound Wealth Management | $1750.0 | 0.00% |
| CENTRAL TRUST Co | $1062.0 | 0.00% |
| MAI Capital Management | $1062.0 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | $790.0 | 0.00% |
| FINANCIAL CONSULATE, INC | $436.0 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | $54.0 | 0.00% |