現在 325 社の機関がWHD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 |
|---|---|---|
| Kilter Group LLC | $711.0 | 0.00% |
| Bell Investment Advisors, Inc | $664.0 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | $616.0 | 0.00% |
| Torren Management, LLC | $530.0 | 0.00% |
| Physician Wealth Advisors, Inc. | $522.0 | 0.00% |
| DiNuzzo Private Wealth, Inc. | $522.0 | 0.00% |
| Private Wealth Management Group, LLC | $522.0 | 0.00% |
| Ankerstar Wealth, LLC | $521.0 | 0.00% |
| Ares Financial Consulting, LLC | $517.0 | 0.00% |
| Bay Harbor Wealth Management, LLC | $473.0 | 0.00% |
| Rialto Wealth Management, LLC | $427.0 | 0.00% |
| Prestige Wealth Management Group LLC | $427.0 | 0.00% |
| Godfrey Financial Associates, Inc. | $379.0 | 0.00% |
| SJS Investment Consulting Inc. | $332.0 | 0.00% |
| ASSETMARK, INC | $332.0 | 0.00% |
| HFM Investment Advisors, LLC | $284.0 | 0.00% |
| Transamerica Financial Advisors, LLC | $236.0 | 0.00% |
| GHP Investment Advisors, Inc. | $190.0 | 0.00% |
| HARBOUR INVESTMENTS, INC. | $189.0 | 0.00% |
| Vermillion Wealth Management, Inc. | $142.0 | 0.00% |
| DecisionPoint Financial, LLC | $95.0 | 0.00% |
| Dunhill Financial, LLC | $58.0 | 0.00% |
| Owl Creek Wealth Partners LLC | $48.0 | 0.00% |
| CURIO WEALTH, LLC | $47.0 | 0.00% |
| SBI Securities Co., Ltd. | $47.0 | 0.00% |