| 1,197,418 | $25.5M | 0.9% | Growth | Medium | New York, NY | 2026-10-16 |
| 486,969 | $10.4M | 0.0% | Growth | Medium | Chiyoda-Ku,Tokyo, Mexico | 2026-10-29 |
| 302,603 | $6.4M | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 |
| 297,939 | $6.3M | 0.1% | Core | Low | New York, NY | 2026-10-26 |
| 280,705 | $6.0M | 0.0% | GARP | Medium | Salt Lake City, UT | 2026-10-13 |
| 226,810 | $4.8M | 0.0% | Growth | Low | Singapore, Turkey | 2026-10-28 |
| 126,221 | $2.7M | 0.4% | Growth | Medium | Boston, MA | 2026-10-19 |
| 108,163 | $2.3M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 77,725 | $1.7M | 0.0% | Index | Low | Austin, TX | 2026-11-04 |
| 75,126 | $1.6M | 0.2% | Core | Low | New York, NY | 2026-10-22 |
| 67,157 | $1.4M | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 |
| 61,498 | $1.3M | 0.1% | Growth | Low | Walpole, MA | 2026-10-14 |
| 34,954 | $744.9K | 0.1% | ETF | Low | Waddesdon, United Kingdom | 2026-10-28 |
| 29,268 | $623.7K | 0.1% | Growth | Low | Bellevue, WA | 2026-11-02 |
| 28,804 | $613.8K | 0.0% | Growth | Medium | Oklahoma City, OK | 2026-10-28 |
| 28,750 | $612.7K | 0.4% | Growth | Low | Wayzata, MN | 2026-11-02 |
| 21,580 | $459.9K | 0.3% | Growth | Medium | Scottsdale, AZ | 2026-10-15 |
| 15,748 | $335.6K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 |
| 12,000 | $255.7K | 0.0% | Growth | Very Low | Raleigh, NC | 2026-10-20 |
| 11,948 | $254.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 11,939 | $254.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-10-16 |
| 10,696 | $227.9K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 7,903 | $168.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 3,187 | $67.9K | 0.0% | Core | High | Zurich, Switzerland | 2026-10-29 |
| 2,925 | $62.3K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 1,949 | $41 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 |
| 1,223 | $26.1K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 1,222 | $26.0K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 1,151 | $24.5K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 1,125 | $24.0K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 |
| 1,035 | $22.0K | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 |
| 973 | $20.7K | 0.1% | Growth | Low | Sacramento, CA | 2026-11-03 |
| 945 | $20.1K | 0.0% | ETF | Very Low | Chester, MD | 2026-10-15 |
| 625 | $13.3K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 |
| 509 | $10.8K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 505 | $10.8K | 0.0% | ETF | Very Low | East Dundee, IL | 2026-10-16 |
| 397 | $8.5K | 0.0% | Core | Very Low | Novi, MI | 2026-11-04 |
| 253 | $5.4K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 |
| 222 | $4.7K | 0.0% | GARP | Medium | New York, NY | 2026-11-05 |
| 118 | $2.5K | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 |
| 115 | $2.5K | 0.0% | Growth | Low | Mishawaka, IN | 2026-10-22 |
| 110 | $2.3K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 |
| 100 | $2.1K | 0.0% | ETF | Low | Des Moines, IA | 2026-10-22 |
| 93 | $2.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 77 | $1.6K | 0.0% | Core | Low | Augusta, ME | 2026-10-22 |
| 60 | $1.3K | 0.0% | ETF | Medium | Fairfax, VA | 2026-10-20 |
| 60 | $1.3K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 |
| 40 | $852 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |
| 37 | $788 | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 23 | $490 | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 |
| 21 | $448 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 15 | $320 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 13 | $277 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 11 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 11 | $234 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 6 | $128 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 6 | $128 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 6 | $127 | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 |
| 1 | $22 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 1 | $19 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 |