| 683,990 | $4.5M | 0.1% | Core | Very Low | Seattle, WA | 2026-11-03 |
| 551,913 | $3.6M | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 112,737 | $745.2K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 |
| 99,439 | $657.3K | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 48,133 | $318.2K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 37,010 | $244.6K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 |
| 21,735 | $143.7K | 0.1% | Growth | Medium | Evanston, IL | 2026-10-20 |
| 20,978 | $138.7K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 20,000 | $132.2K | 0.0% | GARP | Medium | Pueblo, CO | 2026-10-26 |
| 17,929 | $118.5K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2026-11-06 |
| 13,384 | $88.5K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 11,646 | $77.0K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-06 |
| 10,402 | $68.8K | 0.0% | ETF | Low | Franklin, TN | 2026-10-22 |
| 4,800 | $31.7K | 0.0% | ETF | Medium | Singapore, Turkey | 2026-10-29 |
| 1,300 | $8.6K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 1,102 | $7.3K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 811 | $5.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 607 | $4.0K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 438 | $2.9K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 397 | $2.9K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |
| 224 | $1.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 201 | $1.3K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 183 | $1.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 171 | $1.1K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 149 | $985 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 146 | $965 | 0.0% | Core | Medium | Salt Lake City, UT | 2026-11-06 |
| 110 | $728 | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 |
| 104 | $688 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 95 | $628 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 79 | $522 | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 |
| 68 | $449 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 |
| 64 | $423 | 0.0% | Core | Low | Chicago, IL | 2026-10-27 |
| 28 | $185 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 25 | $165 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 13 | $86 | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |