| 729,411 | $10.8M | 0.4% | Core | Low | Houston, TX | 2026-11-02 |
| 300,787 | $4.5M | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 157,732 | $2.3M | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 125,944 | $1.9M | 0.0% | Deep Value | High | Winter Park, FL | 2026-10-13 |
| 30,415 | $452.0K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 15,000 | $222.9K | 0.1% | N/A | N/A | Wayne, PA | 2026-11-06 |
| 10,778 | $160.2K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2026-11-06 |
| 6,425 | $95.5K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 |
| 5,164 | $76.7K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-06 |
| 3,929 | $58.4K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 |
| 700 | $10.4K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 405 | $6.0K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 84 | $1.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 43 | $639 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 42 | $624 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 41 | $610 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 25 | $372 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 22 | $327 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 19 | $282 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 15 | $222 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 4 | $59 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 1 | $15 | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 |