| 1,121,682 | $9.0M | 0.9% | GARP | Very High | Baltimore, MD | 2026-11-02 |
| 699,828 | $5.6M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 |
| 628,458 | $5.1M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 464,381 | $3.7M | 0.5% | GARP | Medium | Bethesda, MD | 2026-10-30 |
| 414,241 | $3.3M | 0.0% | Core | Very High | New York, NY | 2026-11-05 |
| 203,807 | $1.6M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 120,745 | $972.0K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 34,687 | $279.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 |
| 32,833 | $264.3K | 0.1% | Core | Very Low | Portland, ME | 2026-10-23 |
| 30,108 | $242 | 0.0% | Growth | Medium | Quebec, Austria | 2026-10-29 |
| 19,745 | $160.1K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 |
| 15,104 | $121.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 |
| 11,009 | $88.6K | 0.0% | ETF | Low | Summit, NJ | 2026-10-23 |
| 10,456 | $84.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 |
| 6,896 | $55.5K | 0.0% | ETF | Low | Owings Mills, MD | 2026-10-26 |
| 4,500 | $36.2K | 0.0% | Growth | Very Low | Boston, MA | 2026-10-23 |
| 2,620 | $21.1K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 2,545 | $20.5K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 2,050 | $16.5K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 1,636 | $13.4K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 |
| 914 | $7.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 889 | $7.2K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 710 | $5.7K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 586 | $4.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 529 | $4.3K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 499 | $4.0K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 493 | $4.0K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 347 | $2.8K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 337 | $2.7K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 208 | $1.7K | 0.0% | ETF | Very High | Raleigh, NC | 2026-10-20 |
| 198 | $1.6K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 165 | $1.3K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 150 | $1.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 143 | $1.2K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 139 | $1.1K | 0.0% | ETF | Low | New York, NY | 2026-10-28 |
| 129 | $1.0K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 |
| 99 | $797 | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 |
| 69 | $555 | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 41 | $330 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |
| 27 | $217 | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 |
| 8 | $64 | 0.0% | ETF | Low | Wakefield, MA | 2026-11-03 |
| 4 | $31 | 0.0% | GARP | High | Meridian, ID | 2026-10-22 |