| 904,473 | $27.7M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 |
| 396,948 | $12.1M | 0.1% | GARP | Medium | Salt Lake City, UT | 2026-10-13 |
| 61,035 | $1.9M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 56,181 | $1.7M | 0.7% | Deep Value | Very High | Montreal, South Africa | 2026-11-05 |
| 53,445 | $1.6M | 0.8% | Growth | Medium | Scottsdale, AZ | 2026-10-23 |
| 50,487 | $1.5M | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 |
| 31,773 | $972.3K | 0.0% | Index | Low | New York, NY | 2026-10-23 |
| 28,886 | $883.9K | 0.0% | Core | Low | Shawnee Mission, KS | 2026-11-03 |
| 18,125 | $554.6K | 0.0% | Core | Medium | New Haven, CT | 2026-11-05 |
| 17,584 | $538.1K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 |
| 12,028 | $368.1K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 10,425 | $319.0K | 0.1% | ETF | Very Low | Sugar Land, TX | 2026-10-21 |
| 10,306 | $315.4K | 0.0% | Core | Medium | New York, NY | 2026-10-27 |
| 8,757 | $268.0K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-22 |
| 7,374 | $225.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 4,746 | $145.2K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |
| 2,402 | $73.5K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |
| 1,894 | $58.0K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 976 | $29.9K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 |
| 884 | $27.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |
| 563 | $17.2K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 267 | $8.2K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 101 | $3.1K | 0.0% | ETF | Low | New York, NY | 2026-11-03 |
| 81 | $2.5K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 36 | $1.1K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 16 | $490 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 13 | $398 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 7 | $214 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 4 | $122 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 4 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 1 | $31 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1 | $31 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |