現在 20 社の機関がCPRO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 |
|---|---|---|
| HARBOUR INVESTMENTS, INC. | $254.3万 | 0.04% |
| CENTAURUS FINANCIAL, INC. | $247.6万 | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | $226.6万 | 0.00% |
| Owen LaRue, LLC | $150.0万 | 0.58% |
| Calamos Wealth Management LLC | $95.6万 | 0.03% |
| Calamos Advisors LLC | $95.6万 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.9万 | 0.00% |
| OLD MISSION CAPITAL LLC | $61.3万 | 0.01% |
| Capital Analysts, LLC | $47.2万 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.1万 | 0.00% |
| Rooted Wealth Advisors, Inc. | $34.8万 | 0.09% |
| Sloy Dahl & Holst, LLC | $27.4万 | 0.04% |
| STOLZ & ASSOCIATES, PS | $26.3万 | 0.18% |
| MGO ONE SEVEN LLC | $24.4万 | 0.00% |
| BURKETT FINANCIAL SERVICES, LLC | $9.7万 | 0.03% |
| Farther Finance Advisors, LLC | $7.5万 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.5万 | 0.00% |
| Steward Partners Investment Advisory, LLC | $2.2万 | 0.00% |
| UBS Group AG | $4834.0 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | $3387.0 | 0.00% |