| 2,412,500 | $992.7K | 1.9% | Yield | Very Low | Naples, FL | 2026-10-13 |
| 947,807 | $390.1K | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 342,479 | $140.9K | 0.1% | Core | Low | New York, NY | 2026-10-14 |
| 152,500 | $62 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 |
| 140,000 | $57.6K | 0.0% | ETF | Low | Houston, TX | 2026-10-14 |
| 113,077 | $46.5K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 112,414 | $46.3K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 |
| 77,415 | $30.2K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 |
| 62,552 | $25.7K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 |
| 40,650 | $16.7K | 0.0% | Core | Medium | Houston, TX | 2026-10-28 |
| 32,627 | $23.3K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 |
| 29,149 | $12.0K | 0.0% | ETF | Medium | Asheville, NC | 2026-10-15 |
| 21,892 | $9.0K | 0.0% | Growth | Low | San Francisco, CA | 2026-10-22 |
| 20,307 | $8.4K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-06 |
| 20,000 | $8.3K | 0.0% | Yield | High | Winnetka, IL | 2026-11-02 |
| 19,175 | $7.9K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 |
| 16,700 | $6.9K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 |
| 16,007 | $6.6K | 0.0% | ETF | Low | Fort Collins, CO | 2026-11-03 |
| 14,706 | $6.1K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 |
| 12,900 | $5.3K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 |
| 12,624 | $5.2K | 0.0% | GARP | Low | Portland, ME | 2026-10-23 |
| 10,617 | $4.4K | 0.0% | Core | Very Low | Seattle, WA | 2026-11-03 |
| 10,000 | $4.1K | 0.0% | ETF | Low | Lombard, IL | 2026-10-16 |
| 10,000 | $4.1K | 0.0% | ETF | Low | Houston, TX | 2026-11-03 |
| 10,000 | $4.1K | 0.0% | ETF | Medium | St. Louis, MO | 2026-10-15 |
| 10,000 | $4.1K | 0.0% | Growth | Low | Walpole, MA | 2026-10-14 |
| 2,446 | $1.8K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |
| 2,000 | $823 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1,005 | $414 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 831 | $342 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 693 | $285 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 |
| 616 | $253 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 502 | $207 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 475 | $195 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 459 | $189 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 215 | $88 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 61 | $25 | 0.0% | ETF | Very High | Raleigh, NC | 2026-10-20 |
| 15 | $7 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 1 | $0 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |