| 400,992 | $4.1M | 0.4% | Growth | Medium | Berwyn, PA | 2026-10-20 |
| 200,000 | $2.0M | 0.4% | ETF | Medium | Westlake Village, CA | 2026-10-15 |
| 110,309 | $1.1M | 0.1% | Core | Medium | Flower Mound, TX | 2026-10-29 |
| 91,200 | $927.5K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 87,097 | $885.8K | 0.5% | Deep Value | High | Stamford, CT | 2026-10-19 |
| 68,714 | $698.8K | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 |
| 49,000 | $498.3K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 48,520 | $493.4K | 0.0% | Yield | Low | Denver, CO | 2026-11-03 |
| 42,949 | $436.8K | 0.0% | Index | Low | Austin, TX | 2026-11-04 |
| 36,649 | $372.7K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 32,297 | $328.5K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 29,700 | $287.5K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 |
| 25,122 | $255.5K | 0.1% | ETF | Medium | Tulsa, OK | 2026-10-30 |
| 21,662 | $220.3K | 0.1% | GARP | Low | Lake Oswego, OR | 2026-10-15 |
| 12,438 | $129.6K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 |
| 2,639 | $26 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 |
| 1,359 | $13.8K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 1,238 | $12.6K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 1,223 | $12.4K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 1,216 | $12.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 1,156 | $11.8K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 |
| 1,089 | $11.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1,000 | $10.3K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 |
| 949 | $10 | 0.0% | Value | High | Chicago, IL | 2026-10-22 |
| 724 | $7.4K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 568 | $5.8K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 349 | $3.5K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 327 | $3.3K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 225 | $2.3K | 0.0% | ETF | High | Needham, MA | 2026-10-09 |
| 160 | $1.6K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 148 | $1.5K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 119 | $1.2K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 85 | $865 | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 64 | $651 | 0.0% | Core | Low | Chicago, IL | 2026-10-27 |
| 60 | $610 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 47 | $478 | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 39 | $396 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 19 | $193 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |