| 4,315,260 | $58.1M | 17.4% | Agg Growth | High | Menlo Park, CA | 2026-10-07 |
| 1,075,190 | $14.5M | 0.8% | ETF | Low | San Antonio, TX | 2026-10-13 |
| 1,045,860 | $14.1M | 0.2% | Core | Low | New York, NY | 2026-10-20 |
| 724,335 | $9.8M | 0.4% | Growth | Medium | Dallas, TX | 2026-10-20 |
| 331,507 | $4.5M | 5.1% | ETF | High | Denver, CO | 2026-11-04 |
| 246,415 | $3.3M | 0.6% | Core | Medium | Minneapolis, MN | 2026-10-13 |
| 237,878 | $3.2M | 0.2% | Growth | Low | Dallas, TX | 2026-10-15 |
| 176,750 | $2.4M | 1.4% | Growth | Medium | Scottsdale, AZ | 2026-10-15 |
| 169,260 | $2.3M | 1.0% | ETF | Low | Huntington, NY | 2026-10-23 |
| 160,779 | $2.2M | 0.0% | Core | Low | New York, NY | 2026-10-26 |
| 137,432 | $1.8M | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 |
| 84,580 | $1.1M | 0.2% | Core | Very Low | Denver, CO | 2026-10-09 |
| 83,409 | $1.1M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 80,920 | $1.1M | 0.1% | Growth | Medium | Troy, MI | 2026-10-19 |
| 69,481 | $935.9K | 0.1% | ETF | Low | Vienna, VA | 2026-11-04 |
| 63,147 | $851.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 |
| 59,258 | $798.2K | 0.1% | Growth | Very Low | Providence, RI | 2026-10-01 |
| 55,168 | $743.1K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 |
| 55,000 | $740.9K | 0.1% | ETF | Very Low | Portland, OR | 2026-10-15 |
| 54,042 | $727.9K | 0.0% | Core | Low | Cincinnati, OH | 2026-10-15 |
| 53,622 | $722.3K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 51,610 | $695.2K | 0.1% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 50,438 | $523.5K | 0.0% | Growth | Medium | Atlanta, GA | 2026-10-13 |
| 49,200 | $662.7K | 0.3% | Growth | Low | Middleburg, VA | 2026-10-23 |
| 48,204 | $649.3K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-10-16 |
| 41,512 | $559.2K | 0.2% | Core | Medium | Durham, NC | 2026-10-30 |
| 40,030 | $539.2K | 0.1% | Core | Low | New York, NY | 2026-10-22 |
| 39,720 | $443.3K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 |
| 39,339 | $529.9K | 0.0% | Growth | Low | Lexington, KY | 2026-11-05 |
| 36,865 | $496.6K | 0.0% | Agg Growth | Low | Wakefield, RI | 2026-10-23 |
| 36,748 | $321.5K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 |
| 34,606 | $466.1K | 0.0% | Core | High | Zurich, Switzerland | 2026-10-29 |
| 30,325 | $408.5K | 0.1% | Growth | Low | Tysons Corner, VA | 2026-10-13 |
| 30,000 | $266.4K | 0.1% | ETF | Low | Lafayette, LA | 2026-11-03 |
| 29,700 | $400.1K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 20,216 | $272.3K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 |
| 19,885 | $267.9K | 0.3% | Growth | Medium | Beaverton, OR | 2026-10-20 |
| 19,750 | $266.0K | 0.0% | ETF | Medium | Newtown Square, PA | 2026-11-03 |
| 19,050 | $256.6K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 |
| 18,420 | $248.1K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 |
| 17,194 | $231.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 |
| 17,000 | $229.0K | 0.0% | Core | Low | Victoria, TX | 2026-10-30 |
| 16,892 | $233.8K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-04 |
| 16,000 | $215.5K | 0.0% | ETF | Low | Jenison, MI | 2026-10-23 |
| 15,638 | $210.6K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 14,989 | $201.9K | 0.0% | Index | Low | New York, NY | 2026-10-29 |
| 14,919 | $127.7K | 0.0% | ETF | Very Low | New York, NY | 2026-11-05 |
| 14,800 | $199.4K | 0.1% | Growth | Low | Niwot, CO | 2026-10-08 |
| 14,473 | $195.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 |
| 14,050 | $189 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 |
| 13,747 | $185.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 |
| 12,158 | $163.8K | 0.0% | ETF | Medium | Reston, VA | 2026-11-02 |
| 11,420 | $153.8K | 0.0% | Growth | Low | Atlanta, GA | 2026-10-21 |
| 11,410 | $153.7K | 0.0% | ETF | Low | O'Fallon, IL | 2026-11-04 |
| 11,250 | $151.5K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-19 |
| 11,150 | $150.2K | 0.0% | Value | Medium | Chicago, IL | 2026-11-02 |
| 10,531 | $141.9K | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 |
| 9,427 | $127.0K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 |
| 4,330 | $58.3K | 0.0% | Core | Very High | New York, NY | 2026-11-05 |
| 3,070 | $41.4K | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 |
| 2,940 | $39.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 2,908 | $39.2K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 1,591 | $21.4K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 1,552 | $20.9K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 1,432 | $19.3K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 1,396 | $18.8K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 1,308 | $17.6K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 1,164 | $15.7K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 1,008 | $13.6K | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 |
| 1,000 | $13.5K | 0.0% | ETF | Very Low | Sugar Land, TX | 2026-10-21 |
| 700 | $9.4K | 0.0% | Yield | High | Myrtle Beach, SC | 2026-10-23 |
| 650 | $8.8K | 0.0% | Growth | Medium | Dallas, TX | 2026-10-27 |
| 650 | $8.8K | 0.0% | Core | Very Low | Los Alamitos, CA | 2026-10-26 |
| 500 | $6.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 |
| 500 | $6.7K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 |
| 372 | $5.0K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 |
| 352 | $4.7K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 344 | $4.6K | 0.0% | Growth | Low | Saratoga Springs, NY | 2026-10-14 |
| 292 | $3.9K | 0.0% | GARP | Medium | New York, NY | 2026-11-05 |
| 267 | $3.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 250 | $3 | 0.0% | ETF | Low | The Woodlands, TX | 2026-11-04 |
| 200 | $2.7K | 0.0% | ETF | Medium | Birmingham, AL | 2026-10-20 |
| 175 | $2.4K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 |
| 163 | $2.2K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 157 | $2.1K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 150 | $2.0K | 0.0% | Growth | Low | Santa Monica, CA | 2026-11-02 |
| 150 | $2.0K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 |
| 100 | $1.3K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 |
| 83 | $1.1K | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 |
| 60 | $809 | 0.0% | ETF | Low | Troy, MI | 2026-10-27 |
| 53 | $714 | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 |
| 38 | $512 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 |
| 38 | $512 | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 |
| 35 | $471 | 0.0% | Value | Medium | Dallas, TX | 2026-10-02 |
| 33 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 15 | $202 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 3 | $40 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |
| 1 | $13 | 0.0% | Growth | Very Low | Atlanta, GA | 2026-10-19 |