現在 19 社の機関がPAB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 |
|---|---|---|
| Larson Financial Group LLC | $3499.5万 | 1.12% |
| PRUDENTIAL FINANCIAL INC | $1968.0万 | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | $902.7万 | 0.16% |
| JPMORGAN CHASE & CO | $883.2万 | 0.00% |
| Coign Capital Advisors LLC | $764.9万 | 4.02% |
| Intrua Financial, LLC | $729.3万 | 0.75% |
| Advisory Resource Group | $521.5万 | 0.90% |
| Steward Partners Investment Advisory, LLC | $350.1万 | 0.02% |
| CITADEL ADVISORS LLC | $201.2万 | 0.00% |
| LPL Financial LLC | $193.4万 | 0.00% |
| Cetera Investment Advisers | $173.3万 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | $146.9万 | 0.00% |
| GOLDMAN SACHS GROUP INC | $114.7万 | 0.00% |
| JANE STREET GROUP, LLC | $70.2万 | 0.00% |
| OSAIC HOLDINGS, INC. | $52.9万 | 0.00% |
| Evergreen Wealth Partners LLC | $50.6万 | 0.39% |
| FLOW TRADERS U.S. LLC | $39.8万 | 0.01% |
| CORA CAPITAL ADVISORS LLC | $30.7万 | 0.10% |
| MPWM ADVISORY SOLUTIONS, LLC | $7.9万 | 0.04% |