| 547,923 | $1.9M | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 464,154 | $1.6M | 0.0% | Index | Very Low | Boston, MA | 2026-11-06 |
| 322,492 | $1.1M | 0.0% | Core | Very High | New York, NY | 2026-11-05 |
| 110,533 | $385.8K | 0.0% | Value | Medium | Charlotte, NC | 2026-10-13 |
| 72,354 | $252.5K | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 70,000 | $244.3K | 0.0% | ETF | Very Low | Atlanta, GA | 2026-10-30 |
| 43,611 | $152.2K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 |
| 35,238 | $123.0K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 |
| 28,625 | $99.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-06 |
| 19,422 | $67.8K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |
| 18,545 | $64.7K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2026-11-06 |
| 1,515 | $5.3K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 1,200 | $4.2K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 |
| 1,000 | $3.5K | 0.0% | Core | Very Low | Jacksonville, FL | 2026-10-30 |
| 664 | $2.3K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 487 | $1.7K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 266 | $1.8K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |
| 222 | $775 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 163 | $569 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 82 | $286 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 54 | $189 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 51 | $178 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 |
| 50 | $175 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 27 | $94 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 5 | $17 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 1 | $3 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1 | $3 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |