現在 15 社の機関がWCPB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 |
|---|---|---|
| New Perspectives, Inc | $7250.5万 | 25.11% |
| SMI Advisory Services, LLC | $2061.6万 | 3.40% |
| Clear Trail Advisors, LLC | $1474.2万 | 2.45% |
| PFW Advisors LLC | $841.5万 | 2.65% |
| STAPP WEALTH MANAGEMENT, PLLC | $812.1万 | 10.37% |
| LexAurum Advisors, LLC | $487.9万 | 0.63% |
| Farther Finance Advisors, LLC | $456.2万 | 0.04% |
| Sigma Planning Corp | $327.9万 | 0.09% |
| RAINIER FAMILY WEALTH INC | $211.2万 | 1.42% |
| HighTower Advisors, LLC | $159.2万 | 0.00% |
| GOLDMAN SACHS GROUP INC | $146.7万 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | $35.9万 | 0.04% |
| Trademark Financial Management, LLC | $33.1万 | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.2万 | 0.00% |
| Brookwood Investment Group LLC | $23.4万 | 0.03% |