| 3,504,610 | $1.4M | 0.0% | Core | N/A | Malvern, PA | 2026-08-13 |
| 2,930,142 | $1.2M | 0.0% | Core | Medium | Zurich, Switzerland | 2026-08-13 |
| 1,191,420 | $470.6K | 0.0% | Core | Very High | New York, NY | 2026-08-14 |
| 1,044,909 | $412.7K | 0.0% | Index | Very Low | New York, NY | 2026-08-07 |
| 1,037,638 | $410.1K | 0.0% | Index | Very Low | Boston, MA | 2026-08-12 |
| 548,400 | $216.6K | 0.0% | Core | High | New York, NY | 2026-08-13 |
| 542,344 | $214.2K | 0.0% | Core | N/A | Malvern, PA | 2026-08-13 |
| 488,212 | $192.8K | 0.0% | Index | Very Low | Boston, MA | 2026-09-22 |
| 251,249 | $99.0K | 0.0% | Core | Low | Toronto, Australia | 2026-08-14 |
| 191,527 | $75.7K | 0.0% | Index | Very Low | Chicago, IL | 2026-08-13 |
| 181,601 | $71.7K | 0.0% | Index | Very Low | New York, NY | 2026-08-11 |
| 121,927 | $48.0K | 0.0% | GARP | Very High | New York, NY | 2026-08-13 |
| 110,650 | $43.7K | 0.0% | Value | Very High | London, United Kingdom | 2026-08-14 |
| 90,000 | $35.6K | 0.0% | Growth | High | Sausalito, CA | 2026-08-07 |
| 79,466 | $31 | 0.0% | GARP | Very High | New York, NY | 2026-08-14 |
| 67,530 | $26.7K | 0.0% | Core | Very High | New York, NY | 2026-07-27 |
| 59,694 | $23.6K | 0.0% | Value | Very High | New York, NY | 2026-08-14 |
| 59,132 | $23.4K | 0.0% | Value | Very High | New York, NY | 2026-08-14 |
| 37,440 | $14.8K | 0.0% | Core | Low | San Rafael, CA | 2026-08-06 |
| 33,392 | $14.6K | 0.0% | ETF | Medium | New York, NY | 2026-08-12 |
| 25,000 | $9.9K | 0.0% | Value | Medium | Toronto, Australia | 2026-08-13 |
| 24,853 | $9.8K | 0.0% | GARP | Very High | New York, NY | 2026-08-11 |
| 24,704 | $9.8K | 0.0% | Agg Growth | Very High | Folly Beach, SC | 2026-08-05 |
| 19,634 | $7.8K | 0.0% | Yield | Low | Houston, TX | 2026-11-04 |
| 16,249 | $6.4K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-08-07 |
| 15,600 | $6.2K | 0.0% | Index | Low | Atlanta, GA | 2026-07-24 |
| 12,000 | $4.7K | 0.0% | ETF | Very Low | Troy, MI | 2026-07-14 |
| 10,220 | $4.0K | 0.0% | Core | Medium | Baltimore, MD | 2026-08-14 |
| 10,000 | $4.0K | 0.0% | Value | Low | Dallas, TX | 2026-07-15 |
| 9,896 | $3.9K | 0.0% | Core | Medium | New York, NY | 2026-08-03 |
| 6,000 | $2.4K | 0.0% | Core | Low | New York, NY | 2026-08-12 |
| 4,750 | $1.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-07-24 |
| 3,289 | $1 | 0.0% | Core | Medium | Fredericton, Armenia | 2026-08-11 |
| 2,877 | $1.1K | 0.0% | Core | Low | Toronto, Australia | 2026-07-27 |
| 1,342 | $530 | 0.0% | Core | Low | New York, NY | 2026-08-13 |
| 1,053 | $417 | 0.0% | Index | Low | Scottsdale, AZ | 2026-08-14 |
| 778 | $986 | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2026-08-14 |
| 500 | $195 | 0.0% | Index | Low | Des Peres, MO | 2026-08-14 |
| 375 | $148 | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-08-06 |
| 104 | $41 | 0.0% | Core | Medium | Montreal, Austria | 2026-08-10 |
| 65 | $26 | 0.0% | Index | Very Low | Milwaukee, WI | 2026-08-12 |
| 60 | $24 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-07-23 |
| 26 | $11 | 0.0% | ETF | Low | Cleveland, OH | 2026-08-06 |
| 4 | $2 | 0.0% | ETF | Low | Madison, WI | 2026-08-12 |
| 3 | $1 | 0.0% | Value | Very High | Chicago, IL | 2026-08-14 |