現在 166 社の機関がIAT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 |
|---|---|---|
| SOA Wealth Advisors, LLC. | $8905.0 | 0.00% |
| Community Financial Services Group, LLC | $8497.0 | 0.00% |
| N.E.W. Advisory Services LLC | $8453.0 | 0.00% |
| Asset Dedication, LLC | $8183.0 | 0.00% |
| DiNuzzo Private Wealth, Inc. | $7959.0 | 0.00% |
| Sunbelt Securities, Inc. | $5492.0 | 0.00% |
| MCF Advisors LLC | $5384.0 | 0.00% |
| HHM Wealth Advisors, LLC | $4577.0 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | $3177.0 | 0.00% |
| ASSETMARK, INC | $1723.0 | 0.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1723.0 | 0.00% |
| Key Financial Inc | $1023.0 | 0.00% |
| MONTAG A & ASSOCIATES INC | $808.0 | 0.00% |
| SIGNATUREFD, LLC | $592.0 | 0.00% |
| EASTERN BANK | $538.0 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | $29.6 | 0.00% |