現在 164 社の機関がFA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 |
|---|---|---|
| Arax Advisory Partners | $777.0 | 0.00% |
| Bruce G. Allen Investments, LLC | $741.0 | 0.00% |
| Rockefeller Capital Management L.P. | $717.0 | 0.00% |
| Farther Finance Advisors, LLC | $268.0 | 0.00% |
| MAI Capital Management | $224.0 | 0.00% |
| Blue Trust, Inc. | $212.0 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | $200.0 | 0.00% |
| IFP Advisors, Inc | $176.0 | 0.00% |
| Advisory Services Network, LLC | $106.0 | 0.00% |
| SJS Investment Consulting Inc. | $71.0 | 0.00% |
| Hughes Financial Services, LLC | $35.0 | 0.00% |
| Dunhill Financial, LLC | $21.0 | 0.00% |
| JFS WEALTH ADVISORS, LLC | $12.0 | 0.00% |
| Covestor Ltd | $0.0 | 0.00% |