現在 17 社の機関がEBI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 |
|---|---|---|
| Hill Investment Group Partners, LLC | $3.7億 | 40.48% |
| HILL ISLAND FINANCIAL LLC | $6687.5万 | 16.25% |
| BetterWealth, LLC | $3370.9万 | 6.61% |
| TCI Wealth Advisors, Inc. | $1948.7万 | 1.03% |
| AIRE ADVISORS, LLC | $1929.9万 | 3.53% |
| New Capital Management LP | $1234.8万 | 3.04% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1086.3万 | 0.19% |
| Trellis Wealth Advisors LLC | $969.9万 | 3.69% |
| Chicago Partners Investment Group LLC | $688.8万 | 0.15% |
| Quantinno Capital Management LP | $637.0万 | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $425.6万 | 0.03% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $401.6万 | 0.41% |
| STIFEL FINANCIAL CORP | $134.0万 | 0.00% |
| GTS SECURITIES LLC | $105.1万 | 0.04% |
| HighTower Advisors, LLC | $82.5万 | 0.00% |
| Mariner, LLC | $55.8万 | 0.00% |
| MORGAN STANLEY | $20.5万 | 0.00% |