| 2,126,454 | $2.5M | 0.3% | Core | N/A | Tampa, FL | 2026-10-30 |
| 856,391 | $1.0M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 |
| 320,000 | $374.4K | 0.1% | ETF | Low | Newport Beach, CA | 2026-11-03 |
| 110,944 | $129.8K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 |
| 102,478 | $119.9K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 72,277 | $84.6K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 |
| 68,907 | $80.6K | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 |
| 52,000 | $60.8K | 0.0% | ETF | Medium | Newtown Square, PA | 2026-11-03 |
| 47,800 | $55.9K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 45,200 | $52 | 0.0% | Value | Low | Mequon, WI | 2026-10-14 |
| 36,066 | $42.2K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 35,000 | $41.0K | 0.0% | Core | Medium | Galveston, TX | 2026-10-06 |
| 28,610 | $33.5K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 |
| 24,747 | $18.9K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 |
| 23,549 | $27.6K | 0.0% | ETF | High | Minneapolis, MN | 2026-10-14 |
| 23,500 | $27 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 |
| 23,007 | $26.9K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 |
| 18,594 | $21.8K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 16,000 | $18.7K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 |
| 14,138 | $16.5K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 13,155 | $15.4K | 0.0% | ETF | Low | Hermitage, PA | 2026-10-29 |
| 12,952 | $15.2K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 10,265 | $7.9K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 |
| 10,265 | $7.9K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 |
| 10,000 | $11.7K | 0.0% | Core | Medium | Pittsford, NY | 2026-10-19 |
| 10,000 | $11.7K | 0.0% | Growth | Low | Charleston, WV | 2026-10-23 |
| 5,169 | $6.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 2,500 | $2.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 2,430 | $2.8K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 294 | $344 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 100 | $117 | 0.0% | ETF | Low | Cincinnati, OH | 2026-10-21 |
| 61 | $71 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |