| 2,726,917 | $18.2M | 1.0% | Deep Value | Low | Timonium, MD | 2025-11-14 |
| 999,218 | $6.7M | 0.6% | GARP | Medium | Larchmont, NY | 2025-11-14 |
| 525,247 | $3.5M | 1.6% | Momentum | Low | La Jolla, CA | 2025-11-14 |
| 196,217 | $1.3M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-11-07 |
| 189,623 | $1.3M | 0.8% | GARP | Very Low | Woodside, CA | 2025-11-14 |
| 138,352 | $922.8K | 0.8% | Value | Low | New York, NY | 2025-11-14 |
| 113,629 | $757.9K | 0.0% | Index | Very Low | New York, NY | 2025-11-12 |
| 88,645 | $591.3K | 0.0% | Deep Value | Medium | Baar-Zug, Switzerland | 2025-11-12 |
| 56,263 | $375.3K | 0.0% | Core | High | New York, NY | 2025-11-13 |
| 35,415 | $236.3K | 0.0% | Index | Very Low | Boston, MA | 2025-11-12 |
| 29,906 | $199.5K | 0.0% | GARP | Medium | Woodbury, MN | 2025-10-14 |
| 29,182 | $194.6K | 0.0% | Growth | Low | Stockholm, Sweden | 2025-11-07 |
| 24,967 | $166.5K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-11-13 |
| 24,894 | $166.0K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-11-14 |
| 24,514 | $163.5K | 0.0% | Index | Very Low | Chicago, IL | 2025-11-14 |
| 19,920 | $133.0K | 0.0% | Value | Very High | Singapore, Turkey | 2025-11-13 |
| 12,381 | $82.6K | 0.0% | Index | Very Low | Boston, MA | 2025-11-14 |
| 11,201 | $74.7K | 0.4% | Core | Very High | Irvine, CA | 2025-11-04 |
| 3,493 | $23.3K | 0.0% | Core | Low | New York, NY | 2026-05-27 |
| 817 | $5.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-14 |
| 645 | $4.3K | 0.0% | Growth | Low | Lutherville, MD | 2025-10-27 |
| 330 | $2.2K | 0.0% | GARP | Very High | New York, NY | 2025-11-14 |
| 248 | $1.7K | 0.0% | Value | Very High | Chicago, IL | 2025-11-12 |
| 125 | $834 | 0.0% | Core | Low | Springfield, MA | 2025-10-22 |
| 125 | $834 | 0.0% | ETF | Low | Lexington, KY | 2025-11-05 |
| 115 | $767 | 0.0% | ETF | Low | Minnetonka, MN | 2025-10-09 |
| 72 | $480 | 0.0% | Core | Medium | Paris, India | 2025-11-13 |
| 65 | $429 | 0.0% | Index | Low | Scottsdale, AZ | 2025-11-14 |
| 64 | $427 | 0.0% | Growth | Very Low | Minneapolis, MN | 2025-10-22 |
| 62 | $414 | 0.0% | Core | Low | Stamford, CT | 2025-11-12 |
| 53 | $353 | 0.0% | Core | High | New York, NY | 2025-11-14 |
| 25 | $167 | 0.0% | ETF | Low | Chesterbrook, PA | 2025-10-31 |
| 25 | $0 | 0.0% | ETF | Low | The Woodlands, TX | 2025-10-24 |
| 24 | $160 | 0.0% | Growth | Medium | New York, NY | 2025-11-26 |
| 16 | $107 | 0.0% | Core | Low | Charlotte, NC | 2026-02-03 |
| 5 | $33 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2025-11-05 |
| 4 | $27 | 0.0% | Value | Low | Rosemount, MN | 2025-10-23 |