| 2,457,525 | $122.6M | 0.3% | Core | Medium | London, United Kingdom | 2026-10-15 |
| 685,904 | $34.2M | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 |
| 629,861 | $31.4M | 1.5% | Core | Medium | New York, NY | 2026-10-15 |
| 414,896 | $20.7M | 0.0% | Core | Medium | Rotterdam, Philippines | 2026-10-20 |
| 363,983 | $18.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 |
| 160,165 | $8.0M | 0.8% | GARP | Medium | San Antonio, TX | 2026-10-22 |
| 95,059 | $4.7M | 0.1% | Value | Medium | Sydney, New South Wales, China | 2026-10-13 |
| 28,170 | $1.4M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 14,488 | $722.8K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 12,617 | $629.5K | 0.1% | ETF | Low | Austin, TX | 2026-10-27 |
| 12,081 | $602.7K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 |
| 9,970 | $497.4K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 9,811 | $489.5K | 0.0% | GARP | Medium | Houston, TX | 2026-10-21 |
| 8,887 | $443.4K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 |
| 7,257 | $362.1K | 0.0% | GARP | Very High | London, United Kingdom | 2026-10-30 |
| 7,227 | $369 | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 |
| 5,000 | $249.5K | 0.0% | Core | N/A | Grevenmacher, Netherlands | 2026-10-22 |
| 4,899 | $244.4K | 0.0% | Core | Low | New York, NY | 2026-11-03 |
| 3,233 | $161.3K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |
| 2,585 | $129.0K | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 |
| 1,985 | $99.0K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 1,559 | $77.8K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |
| 1,448 | $72.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 1,124 | $56.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 1,062 | $53.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 618 | $30.8K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 515 | $25.7K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 |
| 391 | $20 | 0.0% | Core | Medium | Kobenhavn, Greece | 2026-10-22 |
| 197 | $9.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 179 | $8.9K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 149 | $7.4K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 87 | $4.3K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 |
| 77 | $3.8K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 69 | $3.4K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 46 | $2.3K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 43 | $2.1K | 0.0% | ETF | Very Low | Orinda, CA | 2026-10-29 |
| 38 | $1.9K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 38 | $1.9K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 |
| 34 | $1.7K | 0.0% | ETF | Low | Walnut Creek, CA | 2026-10-07 |
| 28 | $1.4K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 24 | $1.2K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 18 | $898 | 0.0% | ETF | Very Low | Boca Raton, FL | 2026-10-15 |
| 10 | $499 | 0.0% | Core | Low | Chicago, IL | 2026-10-27 |
| 10 | $499 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 |
| 2 | $100 | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 |
| 2 | $100 | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |