現在 314 社の機関がPVAL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 |
|---|---|---|
| Greykasell Wealth Strategies, Inc. | $8066.0 | 0.00% |
| Allie Family Office LLC | $7981.0 | 0.00% |
| Cornerstone Planning Group LLC | $7761.0 | 0.00% |
| NewEdge Advisors, LLC | $7711.0 | 0.00% |
| Valued Wealth Advisors LLC | $6775.0 | 0.00% |
| IAG Wealth Partners, LLC | $5893.0 | 0.00% |
| PlanVest Financial, Inc | $4965.0 | 0.00% |
| Aptus Capital Advisors, LLC | $4501.0 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | $3000.0 | 0.00% |
| Central Pacific Bank - Trust Division | $1717.0 | 0.00% |
| US BANCORP \DE\ | $1670.0 | 0.00% |
| Activest Wealth Management | $1299.0 | 0.00% |
| Crews Bank & Trust | $1160.0 | 0.00% |
| Beacon Capital Management, Inc. | $61.0 | 0.00% |