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Marketaxess Holdings Inc (MKTX)

CUSIP: 57060D108 | NYSE | Financial Services · Capital Markets | Mid Cap | 1796 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APrimecap Management Co2,462,8737.0%−1,042,032Sep 30, 202692d ahead of 13F (3,504,905 sh) · −1,042,032
13G/ANorth Reef Capital Management LP3,395,0009.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APrimecap Management Co2,462,873
7.0% of class · Sep 30, 2026−1,042,032
92d ahead of 13F (3,504,905 sh) · −1,042,032
13G/ANorth Reef Capital Management LP3,395,000
9.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP426,360
0.0% of portfolio›$69.9M
Citigroup Inc315,444
0.0% of portfolio›$51.7M
Bank of New York Mellon Corp229,749
0.0% of portfolio›$37.7M
Principal Financial Group Inc166,972
0.0% of portfolio›$27.4M
ProShare Advisors LLC89,772
0.0% of portfolio›$14.7M
Alpha Omega Wealth Management LLC61,058
1.5% of portfolio›$10.0M
ABC Arbitrage SA46,236
0.7% of portfolio›$7.6M
New York Life Investment Management LLC30,027
0.0% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC29,145
0.0% of portfolio›$4.5M
New York State Teachers Retirement System27,187
0.0% of portfolio›$4.5K
Thrivent Financial for Lutherans22,449
0.0% of portfolio›$3.7K
Commonwealth Equity Services, LLC19,942
0.0% of portfolio›$3.3M
Illinois Municipal Retirement Fund18,214
0.0% of portfolio›$3.0M
Creative Planning17,024
0.0% of portfolio›$2.8M
Bahl & Gaynor LLC16,478
0.0% of portfolio›$2.7M
Fideuram Asset Management (Ireland) dac15,633
0.1% of portfolio›$2.4M
Alps Advisors Inc15,104
0.0% of portfolio›$2.5M
Louisiana State Employees Retirement System15,000
0.0% of portfolio›$2.5M
Tokio Marine Asset Management Co LTD14,990
0.1% of portfolio›$2.5M
Wolverine Asset Management LLC12,247
0.0% of portfolio›$2.0M
Walled Lake Planning & Wealth Management, LLC11,299
0.4% of portfolio›$1.9M
State of New Jersey Common Pension Fund D11,223
0.0% of portfolio›$1.8M
Amalgamated Bank10,203
0.0% of portfolio›$1.7K
Arizona State Retirement System9,759
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC9,253
0.0% of portfolio›$1.5M
Fifth Third Bancorp9,067
0.0% of portfolio›$1.5M
Oak Thistle LLC8,991
0.1% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,292
0.0% of portfolio›$1.4M
Oregon Public Employees Retirement Fund7,645
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue7,296
0.0% of portfolio›$1.2K
Lido Advisors, LLC6,675
0.0% of portfolio›$1.1M
Stiles Financial Services Inc5,567
0.2% of portfolio›$912.6K
Pictet Asset Management Holding SA5,510
0.0% of portfolio›$903.2K
Brighton Jones LLC4,415
0.0% of portfolio›$723.8K
Mutual of America Capital Management LLC4,364
0.0% of portfolio›$715.3K
HB Wealth Management, LLC4,319
0.0% of portfolio›$708.0K
Citizens Financial Group Inc3,550
0.0% of portfolio›$581.9K
Norden Group LLC3,370
0.0% of portfolio›$552.5K
Assetmark, Inc3,215
0.0% of portfolio›$527.0K
Imc-Chicago, LLC3,127
0.0% of portfolio›$512.6K
Chicago Partners Investment Group LLC2,909
0.0% of portfolio›$479.0K
Xponance LLC2,584
0.0% of portfolio›$423.6K
Unique Wealth Strategies, LLC2,506
0.1% of portfolio›$284.4K
Swiss Life Asset Management Ltd2,304
0.0% of portfolio›$377.7K
Krilogy Financial LLC2,299
0.0% of portfolio›$378.3K
Vise Technologies, Inc.2,246
0.0% of portfolio›$368.2K
Hennion & Walsh Asset Management, Inc.2,176
0.0% of portfolio›$356.7K
Versor Investments LP2,166
0.6% of portfolio›$355.1K
CIBC Asset Management Inc2,136
0.0% of portfolio›$350.1K
RMR Wealth Builders1,957
0.0% of portfolio›$320.8K
AlphaCore Capital LLC1,953
0.0% of portfolio›$320.1K
TD Waterhouse Canada Inc.1,879
0.0% of portfolio›$308.7K
Linden Thomas Advisory Services, LLC1,874
0.0% of portfolio›$307.2K
NorthCrest Asset Manangement, LLC1,812
0.0% of portfolio›$297.7K
Argos Wealth Advisors, LLC1,740
0.1% of portfolio›$285.2K
Clear Creek Financial Management, LLC1,737
0.0% of portfolio›$284.8K
Parcion Private Wealth LLC1,700
0.0% of portfolio›$278.7K
MBL Wealth, LLC1,589
0.0% of portfolio›$260.5K
Crossmark Global Holdings, Inc.1,578
0.0% of portfolio›$258.7K
Nisa Investment Advisors, LLC1,574
0.0% of portfolio›$258.0K
Archer Investment Corp1,522
0.0% of portfolio›$249.5K
Keybank National Association1,449
0.0% of portfolio›$237.5K
Curated Wealth Partners LLC1,429
0.0% of portfolio›$234.2K
StoneX Group Inc.1,357
0.0% of portfolio›$221.2K
Crestwood Advisors Group, LLC1,304
0.0% of portfolio›$213.8K
Larson Financial Group LLC1,282
0.0% of portfolio›$210.2K
Investors Research Corp1,272
0.0% of portfolio›$208.5K
Ethic Inc.1,237
0.0% of portfolio›$202.8K
KBC Group NV1,194
0.0% of portfolio›$196
Gamma Investing LLC1,183
0.0% of portfolio›$193.9K
EverSource Wealth Advisors, LLC1,135
0.0% of portfolio›$186.1K
Sterling Capital Management LLC1,005
0.0% of portfolio›$164.7K
Essential Partners LLC924
0.1% of portfolio›$151.5K
US Bancorp \de\736
0.0% of portfolio›$120.6K
Pinnacle Wealth Planning Services, Inc.694
0.0% of portfolio›$113.8K
Farther Finance Advisors, LLC580
0.0% of portfolio›$95.1K
True Wealth Design, LLC500
0.0% of portfolio›$82.0K
Strs Ohio480
0.0% of portfolio›$78.7K
Salomon & Ludwin, LLC473
0.0% of portfolio›$77.5K
Versant Capital Management, Inc432
0.0% of portfolio›$70.8K
IFP Advisors, Inc394
0.0% of portfolio›$64.6K
Root Financial Partners, LLC339
0.0% of portfolio›$55.6K
SJS Investment Consulting Inc.307
0.0% of portfolio›$50.3K
Asset Management One Co., Ltd.273
0.0% of portfolio›$44.8K
Generali Asset Management SPA SGR268
0.0% of portfolio›$43.9K
Elyxium Wealth, LLC248
0.0% of portfolio›$40.7K
Provenance Wealth Advisors, LLC236
0.0% of portfolio›$38.7K
Exchange Traded Concepts, LLC164
0.0% of portfolio›$26.9K
MassMutual Private Wealth & Trust, FSB153
0.0% of portfolio›$25.1K
Bare Financial Services, Inc146
0.0% of portfolio›$23.9K
Activest Wealth Management141
0.0% of portfolio›$23.1K
Parkside Financial Bank & Trust139
0.0% of portfolio›$22.8K
Bank Julius Baer & Co. Ltd, Zurich125
0.0% of portfolio›$20.5K
Community Financial Services Group, LLC115
0.0% of portfolio›$18.9K
Guardian Partners Inc.100
0.0% of portfolio›$16.4K
Fortitude Family Office, LLC95
0.0% of portfolio›$15.6K
Wilmington Savings Fund Society, FSB84
0.0% of portfolio›$13.8K
Signaturefd, LLC84
0.0% of portfolio›$13.8K
Parallel Advisors, LLC70
0.0% of portfolio›$11.5K
Mather Group, Llc.60
0.0% of portfolio›$9.8K
SBI Securities Co., Ltd.57
0.0% of portfolio›$9.3K
Mitsubishi UFJ Asset Management Co., Ltd.56
0.0% of portfolio›$9.2K
Covestor Ltd50
0.0% of portfolio›$8
Private Trust Co NA46
0.0% of portfolio›$7.5K
James T. Borello RIA44
0.0% of portfolio›$7.2K
Fjarde Ap-Fonden TH Swedish National Pension Fund44
0.0% of portfolio›$7.2K
Hughes Financial Services, LLC35
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc32
0.0% of portfolio›$5.2K
Manchester Capital Management LLC31
0.0% of portfolio›$5.1K
Ascentis Wealth Management, LLC31
0.0% of portfolio›$5.1K
Silver Grove Financial Group, Inc.25
0.0% of portfolio›$4.1K
Bangor Savings Bank22
0.0% of portfolio›$3.6K
Ascentis Independent Advisors20
0.0% of portfolio›$3.3K
Rossby Financial, LCC18
0.0% of portfolio›$3.0K
Elevation Wealth Partners, LLC17
0.0% of portfolio›$2.8K
UMB Private Wealth Management, LLC16
0.0% of portfolio›$2.6K
High Note Wealth, LLC15
0.0% of portfolio›$2.5K
MTM Investment Management, LLC12
0.0% of portfolio›$2.0K
Cromwell Holdings LLC11
0.0% of portfolio›$1.8K
TD Private Client Wealth LLC11
0.0% of portfolio›$1.8K
MV Capital Management, Inc.10
0.0% of portfolio›$1.6K
CoreCap Advisors, LLC9
0.0% of portfolio›$1.5K
American National Bank & Trust7
0.0% of portfolio›$1.1K
Clark Wealth Partners7
0.0% of portfolio›$1.1K
Central Trust Co6
0.0% of portfolio›$984
JFS Wealth Advisors, LLC6
0.0% of portfolio›$984
Valley National Advisers Inc6
0.0% of portfolio›$984
Cedar Mountain Advisors, LLC5
0.0% of portfolio›$820
Gilpin Wealth Management, LLC5
0.0% of portfolio›$820
Marquette Asset Management, LLC4
0.0% of portfolio›$656
Creative Capital Management Investments LLC4
0.0% of portfolio›$656
Bell Investment Advisors, Inc3
0.0% of portfolio›$492
Davis Capital Management2
0.0% of portfolio›$328
Financial Consulate, Inc2
0.0% of portfolio›$328
WPG Advisers, LLC2
0.0% of portfolio›$328
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$164
Abound Wealth Management1
0.0% of portfolio›$164
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$164
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
426,360$69.9M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
315,444$51.7M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
229,749$37.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
166,972$27.4M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
89,772$14.7M0.0%GrowthLowBethesda, MD2026-10-29
Alpha Omega Wealth Management LLC
61,058$10.0M1.5%ValueLowRichmond, VA2026-10-23
ABC Arbitrage SA
46,236$7.6M0.7%YieldVery HighParis, India2026-10-23
New York Life Investment Management LLC
30,027$4.9M0.0%GrowthLowNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
29,145$4.5M0.0%CoreLowPlymouth, MN2026-10-13
New York State Teachers Retirement System
27,187$4.5K0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
22,449$3.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
19,942$3.3M0.0%ETFLowWaltham, MA2026-11-02
Illinois Municipal Retirement Fund
18,214$3.0M0.0%CoreMediumOak Brook, IL2026-11-05
Creative Planning
17,024$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Bahl & Gaynor LLC
16,478$2.7M0.0%CoreLowCincinnati, OH2026-11-05
Fideuram Asset Management (Ireland) dac
15,633$2.4M0.1%CoreHighDublin 1, Lithuania2026-10-29
Alps Advisors Inc
15,104$2.5M0.0%YieldLowDenver, CO2026-11-03
Louisiana State Employees Retirement System
15,000$2.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Tokio Marine Asset Management Co LTD
14,990$2.5M0.1%GrowthLowTokyo, Mexico2026-10-26
Wolverine Asset Management LLC
12,247$2.0M0.0%Deep ValueVery HighChicago, IL2026-11-02
Walled Lake Planning & Wealth Management, LLC
11,299$1.9M0.4%ETFLowHighland Park, IL2026-10-29
State of New Jersey Common Pension Fund D
11,223$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Amalgamated Bank
10,203$1.7K0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
9,759$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
9,253$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
9,067$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Oak Thistle LLC
8,991$1.5M0.1%ValueVery HighNew York, NY2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,292$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
7,645$1.3M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
7,296$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Lido Advisors, LLC
6,675$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Stiles Financial Services Inc
5,567$912.6K0.2%GrowthLowEdina, MN2026-10-30
Pictet Asset Management Holding SA
5,510$903.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Brighton Jones LLC
4,415$723.8K0.0%CoreVery LowSeattle, WA2026-11-03
Mutual of America Capital Management LLC
4,364$715.3K0.0%IndexLowNew York, NY2026-10-23
HB Wealth Management, LLC
4,319$708.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Citizens Financial Group Inc
3,550$581.9K0.0%GrowthLowProvidence, RI2026-10-23
Norden Group LLC
3,370$552.5K0.0%GrowthMediumProvo, UT2026-10-20
Assetmark, Inc
3,215$527.0K0.0%ETFLowConcord, CA2026-10-21
Imc-Chicago, LLC
3,127$512.6K0.0%GARPVery HighChicago, IL2026-11-05
Chicago Partners Investment Group LLC
2,909$479.0K0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
2,584$423.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Unique Wealth Strategies, LLC
2,506$284.4K0.1%CoreMediumBurr Ridge, IL2026-10-13
Swiss Life Asset Management Ltd
2,304$377.7K0.0%CoreLowZurich, Switzerland2026-11-03
Krilogy Financial LLC
2,299$378.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Vise Technologies, Inc.
2,246$368.2K0.0%IndexLowNew York, NY2026-10-29
Hennion & Walsh Asset Management, Inc.
2,176$356.7K0.0%ValueMediumParsippany, NJ2026-10-13
Versor Investments LP
2,166$355.1K0.6%ValueVery HighNew York, NY2026-10-23
CIBC Asset Management Inc
2,136$350.1K0.0%GARPLowToronto, South Africa2026-11-05
RMR Wealth Builders
1,957$320.8K0.0%ETFLowMontclair, NJ2026-10-22
AlphaCore Capital LLC
1,953$320.1K0.0%ETFLowLa Jolla, CA2026-11-04
TD Waterhouse Canada Inc.
1,879$308.7K0.0%CoreLowToronto, Australia2026-10-16
Linden Thomas Advisory Services, LLC
1,874$307.2K0.0%CoreLowCharlotte, NC2026-10-19
NorthCrest Asset Manangement, LLC
1,812$297.7K0.0%GrowthLowPlymouth, MN2026-10-13
Argos Wealth Advisors, LLC
1,740$285.2K0.1%GrowthLowSacramento, CA2026-11-02
Clear Creek Financial Management, LLC
1,737$284.8K0.0%ETFMediumSilverdale, WA2026-10-28
Parcion Private Wealth LLC
1,700$278.7K0.0%CoreMediumBellevue, WA2026-10-28
MBL Wealth, LLC
1,589$260.5K0.0%ETFLowCharlotte, NC2026-10-22
Crossmark Global Holdings, Inc.
1,578$258.7K0.0%GARPMediumHouston, TX2026-10-21
Nisa Investment Advisors, LLC
1,574$258.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Archer Investment Corp
1,522$249.5K0.0%CoreMediumCarmel, IN2026-11-05
Keybank National Association
1,449$237.5K0.0%CoreLowBrooklyn, OH2026-11-04
Curated Wealth Partners LLC
1,429$234.2K0.0%GARPLowEl Segundo, CA2026-10-15
StoneX Group Inc.
1,357$221.2K0.0%ETFMediumNew York, NY2026-11-03
Crestwood Advisors Group, LLC
1,304$213.8K0.0%GrowthLowBoston, MA2026-10-27
Larson Financial Group LLC
1,282$210.2K0.0%GrowthLowSt Louis, MO2026-11-05
Investors Research Corp
1,272$208.5K0.0%ETFLowAtlanta, GA2026-10-07
Ethic Inc.
1,237$202.8K0.0%CoreLowNew York, NY2026-11-03
KBC Group NV
1,194$1960.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
1,183$193.9K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
1,135$186.1K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,005$164.7K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
924$151.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
736$120.6K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Wealth Planning Services, Inc.
694$113.8K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
580$95.1K0.0%IndexLowSan Francisco, CA2026-10-08
True Wealth Design, LLC
500$82.0K0.0%ETFMediumAkron, OH2026-10-13
Strs Ohio
480$78.7K0.0%CoreMediumColumbus, OH2026-10-30
Salomon & Ludwin, LLC
473$77.5K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
432$70.8K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
394$64.6K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
339$55.6K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
307$50.3K0.0%ETFVery LowSylvania, OH2026-10-26
Asset Management One Co., Ltd.
273$44.8K0.0%IndexVery LowTokyo, Mexico2026-10-27
Generali Asset Management SPA SGR
268$43.9K0.0%CoreLowTrieste, Latvia2026-10-26
Elyxium Wealth, LLC
248$40.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Provenance Wealth Advisors, LLC
236$38.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Exchange Traded Concepts, LLC
164$26.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
MassMutual Private Wealth & Trust, FSB
153$25.1K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
146$23.9K0.0%ETFVery LowGap, PA2026-11-04
Activest Wealth Management
141$23.1K0.0%ETFLowAventura, FL2026-10-15
Parkside Financial Bank & Trust
139$22.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
125$20.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Community Financial Services Group, LLC
115$18.9K0.0%GrowthLowNewport, VT2026-10-15
Guardian Partners Inc.
100$16.4K0.0%ValueMediumToronto, South Africa2026-10-21
Fortitude Family Office, LLC
95$15.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Wilmington Savings Fund Society, FSB
84$13.8K0.0%CoreLowWilmington, DE2026-10-23
Signaturefd, LLC
84$13.8K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
70$11.5K0.0%IndexLowSan Francisco, CA2026-11-03
Mather Group, Llc.
60$9.8K0.0%ETFMediumChicago, IL2026-10-14
SBI Securities Co., Ltd.
57$9.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
56$9.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Covestor Ltd
50$80.0%ValueHighLondon, United Kingdom2026-10-30
Private Trust Co NA
46$7.5K0.0%CoreLowCleveland, OH2026-10-20
James T. Borello RIA
44$7.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Fjarde Ap-Fonden TH Swedish National Pension Fund
44$7.2K0.0%GrowthLowStockholm, Sweden2026-10-15
Hughes Financial Services, LLC
35$5.8K0.0%ETFLowHerndon, VA2026-10-30
Farmers & Merchants Investments Inc
32$5.2K0.0%CoreVery LowLincoln, NE2026-10-22
Manchester Capital Management LLC
31$5.1K0.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
31$5.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
25$4.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Bangor Savings Bank
22$3.6K0.0%ETFLowBangor, ME2026-10-06
Ascentis Independent Advisors
20$3.3K0.0%ETFLowDallas, TX2026-11-03
Rossby Financial, LCC
18$3.0K0.0%ETFMediumMelbourne, FL2026-11-05
Elevation Wealth Partners, LLC
17$2.8K0.0%ETFLowWalnut Creek, CA2026-10-07
UMB Private Wealth Management, LLC
16$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
High Note Wealth, LLC
15$2.5K0.0%ETFVery LowDeephaven, MN2026-10-27
MTM Investment Management, LLC
12$2.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
Cromwell Holdings LLC
11$1.8K0.0%IndexLowJackson, WY2026-10-28
TD Private Client Wealth LLC
11$1.8K0.0%ETFLowNew York, NY2026-10-28
MV Capital Management, Inc.
10$1.6K0.0%ETFLowBethesda, MD2026-10-29
CoreCap Advisors, LLC
9$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
American National Bank & Trust
7$1.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Clark Wealth Partners
7$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Central Trust Co
6$9840.0%CoreLowJefferson City, MO2026-11-05
JFS Wealth Advisors, LLC
6$9840.0%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
6$9840.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
5$8200.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
5$8200.0%GrowthLowDenver, CO2026-10-09
Marquette Asset Management, LLC
4$6560.0%ETFVery LowMinneapolis, MN2026-10-09
Creative Capital Management Investments LLC
4$6560.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
3$4920.0%ETFVery LowOrinda, CA2026-10-29
Davis Capital Management
2$3280.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$3280.0%ETFLowHunt Valley, MD2026-10-23
WPG Advisers, LLC
2$3280.0%CoreLowBaltimore, MD2026-10-27
Bay Harbor Wealth Management, LLC
1$1640.0%ETFMediumHunt Valley, MD2026-11-03
Abound Wealth Management
1$1640.0%ETFVery LowFranklin, TN2026-10-26
DiNuzzo Private Wealth, Inc.
1$1640.0%ETFLowBeaver, PA2026-10-16