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235 Institutions Currently Hold XSOE | AlphaSMO
235 Institutions Currently Hold XSOE
235 institutions currently hold XSOE, ranked below by position value.
View full stock page for XSOE
Key Holders
Total Value
Avg Weight
Modera Wealth Management, LLC
$376.5K
0.00%
Key Financial Inc
$355.0K
0.06%
REAP Financial Group, LLC
$351.5K
0.07%
Revolve Wealth Partners, LLC
$334.1K
0.04%
TWIN PEAKS WEALTH ADVISORS, LLC
$309.0K
0.08%
Mason & Associates Inc
$307.0K
0.06%
Prime Capital Investment Advisors, LLC
$302.7K
0.00%
Physician Wealth Advisors, Inc.
$301.6K
0.04%
BigSur Wealth Management LLC
$300.8K
0.08%
Sanctuary Advisors, LLC
$295.8K
0.00%
AE Wealth Management LLC
$287.0K
0.00%
PERSONAL CFO SOLUTIONS, LLC
$283.7K
0.04%
TWO SIGMA SECURITIES, LLC
$282.5K
0.03%
Compound Planning, Inc.
$277.4K
0.01%
Cresset Asset Management, LLC
$272.5K
0.00%
VestGen Advisors, LLC
$270.8K
0.01%
Savvy Advisors, Inc.
$250.6K
0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$246.3K
0.00%
Janney Montgomery Scott LLC
$246.0K
0.00%
SGL Investment Advisors, Inc.
$246.0K
0.09%
FMR LLC
$236.4K
0.00%
Snowden Capital Advisors LLC
$234.0K
0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$232.7K
0.00%
WOODMONT INVESTMENT COUNSEL LLC
$230.4K
0.01%
HRT FINANCIAL LP
$230.0K
0.00%
Foundations Investment Advisors, LLC
$224.0K
0.00%
United Advisor Group, LLC
$222.8K
0.03%
KPP Advisory Services LLC
$222.0K
0.03%
Integrity Financial Corp /WA
$220.9K
0.11%
Sunpointe, LLC
$219.0K
0.07%
WEDBUSH SECURITIES INC
$218.0K
0.01%
Corient Private Wealth LLC
$217.7K
0.00%
Capital Investment Advisory Services, LLC
$216.4K
0.02%
MONECO ADVISORS, LLC
$215.5K
0.02%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
$215.4K
0.03%
Belpointe Asset Management LLC
$209.6K
0.01%
Sigma Planning Corp
$209.6K
0.01%
Detalus Advisors, LLC
$202.6K
0.05%
SFMG, LLC
$202.2K
0.01%
Farther Finance Advisors, LLC
$198.8K
0.00%
PRIVATE TRUST CO NA
$177.5K
0.02%
SBI Securities Co., Ltd.
$175.8K
0.00%
Gen-Wealth Partners Inc
$172.0K
0.05%
ASSETMARK, INC
$135.4K
0.00%
SUMITOMO MITSUI FINANCIAL GROUP, INC.
$122.6K
0.00%
Allworth Financial LP
$120.3K
0.00%
Avalon Trust Co
$84.5K
0.01%
Strategic Wealth Partners, Ltd.
$79.4K
0.01%
Aptus Capital Advisors, LLC
$77.6K
0.00%
AdvisorNet Financial, Inc
$54.1K
0.00%
PNC FINANCIAL SERVICES GROUP, INC.
$53.8K
0.00%
Larson Financial Group LLC
$49.5K
0.00%
HUNTINGTON NATIONAL BANK
$43.1K
0.00%
Qube Research & Technologies Ltd
$36.5K
0.00%
AlphaCore Capital LLC
$22.3K
0.00%
EVOLUTION WEALTH MANAGEMENT INC.
$18.8K
0.01%
Covestor Ltd
$16.0K
0.01%
HIGHLINE WEALTH PARTNERS LLC
$15.8K
0.00%
VANGUARD ADVISERS INC
$13.7K
0.00%
Synergy Investment Management, LLC
$12.0K
0.00%
ARCADIA INVESTMENT MANAGEMENT CORP/MI
$11.9K
0.00%
BlackRock, Inc.
$10.5K
0.00%
Noble Wealth Management PBC
$8.7K
0.00%
GILL CAPITAL PARTNERS, LLC
$7.3K
0.00%
Pinnacle Wealth Planning Services, Inc.
$6.5K
0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV
$6.0K
0.00%
Addison Advisors LLC
$6.0K
0.00%
CX Institutional
$6.0K
0.00%
Triumph Capital Management
$6.0K
0.00%
Clearstead Advisors, LLC
$5.1K
0.00%
JFS WEALTH ADVISORS, LLC
$5.1K
0.00%
WPG Advisers, LLC
$4.9K
0.00%
CALDWELL SUTTER CAPITAL, INC.
$4.0K
0.00%
TOMPKINS FINANCIAL CORP
$3.2K
0.00%
Godfrey Financial Associates, Inc.
$2.7K
0.00%
NBT BANK N A /NY
$2.4K
0.00%
BAYBAN
$2.1K
0.00%
Napier Financial, LLC
$1.4K
0.00%
US BANCORP \DE\
$1.3K
0.00%
SHP Wealth Management
$842.0
0.00%
Lloyd Advisory Services, LLC.
$408.0
0.00%
Kingdom Financial Group LLC.
$408.0
0.00%
Financial Gravity Asset Management, Inc.
$160.0
0.00%
BNP PARIBAS FINANCIAL MARKETS
$10.4
0.00%
Financial Management Professionals, Inc.
$0.0
0.00%
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