現在 324 社の機関がCWK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 |
|---|---|---|
| IFP Advisors, Inc | $932.0 | 0.00% |
| Prestige Wealth Management Group LLC | $871.0 | 0.00% |
| Parallel Advisors, LLC | $760.0 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | $748.0 | 0.00% |
| DiNuzzo Private Wealth, Inc. | $638.0 | 0.00% |
| SJS Investment Consulting Inc. | $577.0 | 0.00% |
| Bay Harbor Wealth Management, LLC | $576.0 | 0.00% |
| Stone House Investment Management, LLC | $552.0 | 0.00% |
| ASSETMARK, INC | $527.0 | 0.00% |
| Basecamp Wealth Advisors LLC | $405.0 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $380.0 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | $307.0 | 0.00% |
| True Wealth Design, LLC | $270.0 | 0.00% |
| Rialto Wealth Management, LLC | $246.0 | 0.00% |
| HFM Investment Advisors, LLC | $233.0 | 0.00% |
| Bruce G. Allen Investments, LLC | $184.0 | 0.00% |
| Abound Wealth Management | $172.0 | 0.00% |
| Wealth Preservation Advisors, LLC | $159.0 | 0.00% |
| Vermillion Wealth Management, Inc. | $135.0 | 0.00% |
| GHP Investment Advisors, Inc. | $123.0 | 0.00% |
| Bogart Wealth, LLC | $98.0 | 0.00% |
| CoreCap Advisors, LLC | $86.0 | 0.00% |
| MEEDER ASSET MANAGEMENT INC | $12.0 | 0.00% |
| CURIO WEALTH, LLC | $12.0 | 0.00% |