| 1,712,500 | $28.8M | 0.2% | Value | High | Edmonton, Abu Dhabi | 2026-11-09 |
| 1,272,393 | $21.4M | 0.0% | Core | Medium | Zurich, Switzerland | 2026-11-10 |
| 711,602 | $12.0M | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 641,919 | $10.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 |
| 267,447 | $4.5M | 5.5% | ETF | Low | Topeka, KS | 2026-11-05 |
| 201,994 | $3.4M | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 |
| 129,049 | $2.2M | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 120,570 | $2.0M | 0.0% | GARP | Low | Oaks, PA | 2026-11-10 |
| 90,000 | $1.5M | 0.0% | Growth | Medium | Oklahoma City, OK | 2026-10-28 |
| 83,049 | $1.4M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 80,000 | $1.3M | 0.0% | Core | Very High | New York, NY | 2026-11-05 |
| 54,962 | $924.5K | 0.0% | Core | Medium | Foster City, CA | 2026-11-10 |
| 42,404 | $713.2K | 0.0% | Core | Low | Charlotte, NC | 2026-11-10 |
| 39,460 | $663.7K | 0.0% | Core | Very High | New York, NY | 2026-11-09 |
| 30,976 | $521.0K | 0.0% | Index | Very Low | Boston, MA | 2026-11-10 |
| 30,175 | $507.5K | 0.0% | ETF | Low | Birmingham, AL | 2026-11-03 |
| 24,494 | $412.0K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 |
| 20,100 | $338.1K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 19,374 | $325.9K | 0.0% | Index | Very Low | Trenton, NJ | 2026-11-09 |
| 16,572 | $278.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 15,632 | $262.9K | 0.2% | Agg Growth | High | Stamford, CT | 2026-10-23 |
| 15,269 | $256.8K | 0.0% | Core | Very High | Chicago, IL | 2026-11-05 |
| 12,600 | $211.9K | 0.1% | Core | Medium | Richmond, VA | 2026-11-05 |
| 10,650 | $179.1K | 0.0% | Growth | Medium | Dallas, TX | 2026-10-27 |
| 10,077 | $169.5K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-04 |
| 4,683 | $78.8K | 0.0% | Core | Low | San Rafael, CA | 2026-11-10 |
| 3,509 | $59.0K | 0.0% | Growth | Medium | Boston, MA | 2026-11-10 |
| 1,974 | $33.2K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 1,335 | $22.5K | 0.0% | Growth | Medium | Yardley, PA | 2026-10-14 |
| 1,109 | $18.7K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 1,078 | $18.1K | 0.0% | Value | Very High | Chicago, IL | 2026-11-10 |
| 877 | $14.8K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 861 | $14.5K | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 |
| 738 | $12.4K | 0.0% | Growth | Low | Cincinnati, OH | 2026-11-05 |
| 700 | $11.8K | 0.0% | Core | Low | New York, NY | 2026-11-10 |
| 572 | $9.6K | 0.0% | Core | Medium | Charlotte, NC | 2026-10-22 |
| 500 | $8.4K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 |
| 391 | $6.6K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 |
| 219 | $3.7K | 0.0% | Growth | Low | Wellesley, MA | 2026-10-22 |
| 200 | $3.4K | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 |
| 200 | $3.4K | 0.0% | Core | Low | Kingston, NJ | 2026-10-06 |
| 200 | $3.4K | 0.0% | ETF | Very Low | Newark, DE | 2026-10-14 |
| 195 | $3.7K | 0.0% | ETF | Very Low | New York, NY | 2026-11-09 |
| 192 | $3.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 149 | $2.5K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 |
| 100 | $1.7K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 |
| 100 | $1.7K | 0.0% | Growth | Low | Santa Monica, CA | 2026-11-02 |
| 100 | $1.7K | 0.0% | ETF | Low | Atlanta, GA | 2026-11-09 |
| 81 | $1.4K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 |
| 70 | $1.2K | 0.0% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 |
| 52 | $875 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 50 | $841 | 0.0% | ETF | Low | Owings Mills, MD | 2026-10-26 |
| 48 | $807 | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 |
| 47 | $791 | 0.0% | Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 27 | $454 | 0.0% | Core | Low | Minneapolis, MN | 2026-11-05 |
| 10 | $168 | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 |
| 3 | $51 | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 |
| 3 | $50 | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 |