| 1,127,986 | $6.6M | 0.5% | Core | Low | New York, NY | 2026-11-03 |
| 749,681 | $4.4M | 2.1% | Growth | Very Low | Armonk, NY | 2026-10-13 |
| 63,635 | $370.4K | 0.1% | ETF | Low | Getzville, NY | 2026-10-26 |
| 51,526 | $299.9K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 44,400 | $258.4K | 0.1% | ETF | Low | Exeter, NH | 2026-10-09 |
| 13,271 | $77.2K | 0.0% | Core | Low | Westborough, MA | 2026-10-29 |
| 11,526 | $67.1K | 0.0% | Index | Low | Austin, TX | 2026-11-04 |
| 10,127 | $58.9K | 2.4% | Yield | Very High | Boca Raton, FL | 2026-10-29 |
| 8,808 | $51.3K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 |
| 1,584 | $9.2K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 744 | $4.3K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 619 | $3.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 496 | $2.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 440 | $2.6K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 267 | $1.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 185 | $1.1K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 155 | $902 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 100 | $582 | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 51 | $0 | 0.0% | ETF | Low | Shaker Heights, OH | 2026-10-27 |
| 45 | $262 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 28 | $163 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 17 | $99 | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 |
| 10 | $58 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 8 | $47 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 5 | $30 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |