| 685,515 | $10.0M | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 643,478 | $9.4M | 0.5% | Yield | High | London, United Kingdom | 2026-11-06 |
| 515,140 | $7.5M | 0.3% | ETF | Very Low | Southfield, MI | 2026-11-04 |
| 259,252 | $3.8M | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 235,882 | $3.4M | 0.0% | Index | Low | Austin, TX | 2026-11-04 |
| 208,015 | $3.0M | 0.6% | Deep Value | Medium | Greenwich, CT | 2026-11-06 |
| 97,768 | $1.4M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 76,503 | $1.1M | 0.0% | ETF | Low | Santa Barbara, CA | 2026-10-15 |
| 54,500 | $794.1K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 50,059 | $729.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 |
| 43,081 | $627.7K | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 |
| 35,785 | $521.4K | 0.0% | Growth | Medium | London, United Kingdom | 2026-11-06 |
| 35,610 | $518.8K | 0.0% | Core | Very High | New York, NY | 2026-11-09 |
| 26,704 | $389.1K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 23,786 | $345 | 0.0% | GARP | Medium | Boston, MA | 2026-11-09 |
| 17,747 | $258.6K | 0.0% | Core | Low | Frankfurt Am Main, Hong Kong | 2026-11-06 |
| 15,367 | $223.9K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 13,024 | $190 | 0.0% | Core | Medium | Minneapolis, MN | 2026-11-05 |
| 6,594 | $96.1K | 0.0% | Core | Low | Tampa, FL | 2026-10-16 |
| 5,524 | $80.5K | 0.0% | Index | Very Low | Trenton, NJ | 2026-11-09 |
| 3,920 | $57 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 |
| 523 | $7.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 |
| 410 | $6.0K | 0.0% | Core | Medium | Charlotte, NC | 2026-10-22 |
| 224 | $3.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 195 | $2.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 150 | $2.2K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 117 | $1.7K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 113 | $1.6K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 106 | $2.0K | 0.0% | ETF | Low | Folsom, CA | 2026-11-06 |
| 97 | $1 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 83 | $1.2K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 62 | $904 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 61 | $889 | 0.0% | ETF | Low | New York, NY | 2026-10-28 |
| 51 | $743 | 0.0% | Core | Low | Minneapolis, MN | 2026-11-05 |
| 28 | $408 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 4 | $59 | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 |
| 2 | $29 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |