PTLを保有する機関一覧（101社）

現在 101 社の機関がPTL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
OneAscent Financial Services LLC	$7142.7万	3.87%
Inspire Advisors, LLC	$6686.9万	5.45%
Plan A Wealth LLC	$3807.8万	18.24%
CREATIVE FINANCIAL DESIGNS INC /ADV	$3673.5万	2.23%
LPL Financial LLC	$3310.6万	0.01%
Christian Investment Advisors, Inc.	$2371.2万	14.98%
SILVER OAK SECURITIES, INCORPORATED	$1568.8万	1.15%
STIFEL FINANCIAL CORP	$1286.9万	0.01%
Strategic Equity Management	$1274.7万	4.79%
Geneos Wealth Management Inc.	$1124.8万	0.26%
Belpointe Asset Management LLC	$1028.3万	0.38%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$995.0万	0.06%
MONEYWISE, INC.	$770.4万	3.36%
Investment Research Partners LLC	$750.4万	3.05%
Legacy Wealth Asset Management, LLC	$708.8万	1.72%
PAX Financial Group, LLC	$603.6万	1.03%
EverSource Wealth Advisors, LLC	$587.7万	0.18%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$569.7万	0.29%
JONES FINANCIAL COMPANIES LLLP	$569.2万	0.00%
Focus Partners Advisor Solutions, LLC	$561.6万	0.06%
FAMILY WEALTH PARTNERS, LLC	$558.4万	1.91%
Focus Partners Wealth	$531.9万	0.01%
GOLDMAN SACHS GROUP INC	$511.5万	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	$483.8万	0.01%
Frontier Asset Management, LLC	$430.7万	0.90%
AE Wealth Management LLC	$409.5万	0.02%
CITADEL ADVISORS LLC	$369.7万	0.00%
Sound Financial Strategies Group, LLC	$356.8万	2.44%
Pettinga Financial Advisors LLC	$350.5万	0.66%
ENVESTNET ASSET MANAGEMENT INC	$335.5万	0.00%
XY Planning Network, Inc.	$318.5万	0.51%
Independent Advisor Alliance	$311.3万	0.03%
Cambridge Investment Research Advisors, Inc.	$307.0万	0.01%
Tulsa Wealth Advisors, INC	$273.2万	0.48%
LifeGuide Financial Advisors, LLC	$264.3万	0.84%
Valmark Advisers, Inc.	$253.4万	0.03%
JANE STREET GROUP, LLC	$232.5万	0.00%
Fiduciary Alliance LLC	$194.9万	0.12%
Cetera Investment Advisers	$194.1万	0.00%
Optivise Advisory Services LLC	$169.2万	1.02%
RAYMOND JAMES FINANCIAL INC	$159.9万	0.00%
SageOak Financial, LLC	$142.1万	1.00%
VICUS CAPITAL	$136.7万	0.10%
Pioneer Wealth Management Group	$133.6万	0.37%
WorthPointe, LLC	$131.9万	0.36%
Envestnet Portfolio Solutions, Inc.	$117.1万	0.01%
CWM, LLC	$114.0万	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$110.9万	0.00%
GTS SECURITIES LLC	$110.6万	0.04%
Sowell Financial Services LLC	$103.9万	0.04%
Schwallier Wealth Management LLC	$97.2万	0.71%
OSAIC HOLDINGS, INC.	$93.4万	0.00%
RMG Wealth Management LLC	$92.0万	0.11%
Farther Finance Advisors, LLC	$91.7万	0.01%
IFP Advisors, Inc	$89.3万	0.02%
World Investment Advisors	$84.6万	0.01%
OneAscent Wealth Management LLC	$82.9万	0.27%
Sterling Investment Advisors, Ltd.	$77.0万	0.14%
Plan Group Financial, LLC	$73.9万	0.17%
Larry Mathis Financial Planning, LLC	$72.7万	0.65%
PFG Investments, LLC	$71.2万	0.03%
First Heartland Consultants, Inc.	$69.9万	0.05%
Van Diest Capital, LLC	$66.6万	0.52%
Revisor Wealth Management LLC	$66.0万	0.18%
Ascentis Independent Advisors	$58.0万	0.04%
Sanctuary Advisors, LLC	$57.9万	0.00%
WIN ADVISORS, INC	$57.5万	0.26%
Whitaker-Myers Wealth Managers, LTD.	$53.9万	0.11%
GWN SECURITIES INC.	$40.1万	0.08%
MOSAIC FAMILY WEALTH PARTNERS, LLC	$36.8万	0.04%
Tandem Investment Partners LLC	$35.6万	0.30%
Pinnacle Financial Partners, Inc.	$35.2万	0.00%
HOWARD BAILEY SECURITIES, LLC	$35.1万	0.14%
MRA Advisory Group	$32.8万	0.13%
Continuum Advisory, LLC	$32.3万	0.03%
Strategic Blueprint, LLC	$30.1万	0.02%
COURIER CAPITAL LLC	$29.7万	0.02%
PRINCIPAL SECURITIES, INC.	$28.2万	0.00%
CX Institutional	$27.8万	0.01%
Delta Investment Management, LLC	$27.4万	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	$25.7万	0.01%
Equitable Holdings, Inc.	$25.0万	0.00%
JPMORGAN CHASE & CO	$24.3万	0.00%
AlphaStar Capital Management, LLC	$22.0万	0.02%
Mountain Capital Investment Advisors Inc.	$21.8万	0.03%
Forge Financial Services LLC	$20.8万	0.02%
Simplicity Wealth,LLC	$20.6万	0.01%
Bedel Financial Consulting, Inc.	$20.4万	0.02%
Advisory Services Network, LLC	$9.5万	0.00%
Root Financial Partners, LLC	$9.3万	0.00%
AdvisorNet Financial, Inc	$8.3万	0.00%
HARBOUR INVESTMENTS, INC.	$6.7万	0.00%
Wall Street Financial Group, Inc.	$6.0万	0.04%
Bare Financial Services, Inc	$4.8万	0.01%
Blue Trust, Inc.	$4.1万	0.00%
MORGAN STANLEY	$3.5万	0.00%
PEOPLES FINANCIAL SERVICES CORP.	$1.7万	0.01%
MATHER GROUP, LLC.	$1.3万	0.00%
FMR LLC	$1.0万	0.00%
Pinnacle Wealth Planning Services, Inc.	$7767.0	0.00%
Cornerstone Financial Management LLC	$649.0	0.00%