現在 163 社の機関がPWP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 |
|---|---|---|
| True Wealth Design, LLC | $1399.0 | 0.00% |
| WOLFF WIESE MAGANA LLC | $1272.0 | 0.00% |
| MAI Capital Management | $1217.0 | 0.00% |
| Quarry LP | $1108.0 | 0.00% |
| Physician Wealth Advisors, Inc. | $509.0 | 0.00% |
| Larson Financial Group LLC | $436.0 | 0.00% |
| JPL Wealth Management, LLC | $364.0 | 0.00% |
| MassMutual Private Wealth & Trust, FSB | $363.0 | 0.00% |
| HARBOUR INVESTMENTS, INC. | $326.0 | 0.00% |
| Advisory Services Network, LLC | $254.0 | 0.00% |
| SJS Investment Consulting Inc. | $128.0 | 0.00% |
| Avion Wealth | $0.0 | 0.00% |
| Covestor Ltd | $0.0 | 0.00% |