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