目前共有 164 家機構持有 FA，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| Arax Advisory Partners | US$777.0 | 0.00% |
| Bruce G. Allen Investments, LLC | US$741.0 | 0.00% |
| Rockefeller Capital Management L.P. | US$717.0 | 0.00% |
| Farther Finance Advisors, LLC | US$268.0 | 0.00% |
| MAI Capital Management | US$224.0 | 0.00% |
| Blue Trust, Inc. | US$212.0 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | US$200.0 | 0.00% |
| IFP Advisors, Inc | US$176.0 | 0.00% |
| Advisory Services Network, LLC | US$106.0 | 0.00% |
| SJS Investment Consulting Inc. | US$71.0 | 0.00% |
| Hughes Financial Services, LLC | US$35.0 | 0.00% |
| Dunhill Financial, LLC | US$21.0 | 0.00% |
| JFS WEALTH ADVISORS, LLC | US$12.0 | 0.00% |
| Covestor Ltd | US$0.0 | 0.00% |