現在 20 社の機関がRSBT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 |
|---|---|---|
| World Investment Advisors | $726.3万 | 0.12% |
| Integrated Wealth Concepts LLC | $713.2万 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $517.0万 | 0.01% |
| Innova Wealth Partners | $427.9万 | 2.03% |
| BWM Planning, LLC | $331.8万 | 0.88% |
| MATHER GROUP, LLC. | $301.1万 | 0.03% |
| Wright Wealth LLC | $256.7万 | 1.72% |
| Trailhead Planners LLC | $190.3万 | 1.83% |
| WealthTrak Capital Management LLC | $190.1万 | 1.36% |
| SteelPeak Wealth, LLC | $117.8万 | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | $106.6万 | 0.00% |
| Fermata Advisors, LLC | $84.1万 | 0.19% |
| Accurate Wealth Management, LLC | $56.2万 | 0.07% |
| Betterment LLC | $50.3万 | 0.00% |
| Worth Asset Management, LLC | $42.6万 | 0.16% |
| Kovack Advisors, Inc. | $37.9万 | 0.02% |
| Professional Financial Advisors, LLC | $29.0万 | 0.06% |
| Aptus Capital Advisors, LLC | $5.9万 | 0.00% |
| Farther Finance Advisors, LLC | $4.1万 | 0.00% |
| CWM, LLC | $1.4万 | 0.00% |