| 615,001 | $20.3M | 0.4% | Value | Medium | Jersey City, NJ | 2026-11-06 |
| 130,261 | $4.3M | 0.4% | Core | Medium | Dallas, TX | 2026-11-06 |
| 83,642 | $2.8M | 0.1% | ETF | Medium | San Francisco, CA | 2026-10-16 |
| 80,500 | $2.7M | 0.2% | Agg Growth | Medium | New York, NY | 2026-11-06 |
| 62,197 | $2.1M | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |
| 27,854 | $918.1K | 0.5% | Core | High | Melbourne, Victoria, China | 2026-10-13 |
| 15,800 | $520.8K | 0.0% | ETF | Very Low | Towson, MD | 2026-10-26 |
| 15,418 | $508.2K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 |
| 12,732 | $419.6K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 |
| 9,059 | $298.6K | 0.0% | Core | Medium | Paris, India | 2026-11-06 |
| 8,804 | $290.2K | 0.0% | Core | Low | Virginia Beach, VA | 2026-10-30 |
| 7,945 | $261.9K | 0.1% | ETF | Very Low | Sugar Land, TX | 2026-10-21 |
| 7,800 | $257.1K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 |
| 2,045 | $67.4K | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 1,256 | $41.4K | 0.0% | GARP | Very High | Reno, NV | 2026-10-09 |
| 1,245 | $41.4K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 |
| 751 | $24.8K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 643 | $21.2K | 0.0% | Core | N/A | Nordhavn, Greece | 2026-11-06 |
| 400 | $13.2K | 0.0% | Core | Low | Kansas City, MO | 2026-11-06 |
| 383 | $12.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 250 | $8 | 0.0% | ETF | Very Low | Needham, MA | 2026-11-05 |
| 179 | $5.9K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 100 | $3.3K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |
| 38 | $1.2K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |
| 32 | $1.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 19 | $626 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 11 | $363 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 8 | $264 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 6 | $198 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |