| 1,171,789 | $35.4M | 1.3% | Growth | Medium | New York, NY | 2026-10-16 |
| 919,665 | $27.8M | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 |
| 702,839 | $21.3M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 460,325 | $13.9M | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 |
| 265,154 | $8.0M | 2.3% | GARP | Medium | Santa Monica, CA | 2026-11-03 |
| 151,608 | $4.6M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 136,925 | $4.1M | 0.5% | ETF | Medium | Nashville, TN | 2026-11-02 |
| 103,712 | $3.1M | 0.0% | Core | Low | Austin, TX | 2026-11-02 |
| 48,726 | $1.5M | 0.1% | Growth | Low | Aspen, CO | 2026-10-21 |
| 45,397 | $1.4M | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 |
| 42,885 | $1.3M | 0.1% | ETF | Low | Denver, CO | 2026-11-03 |
| 35,945 | $1.1M | 0.1% | Growth | Medium | Omaha, NE | 2026-10-15 |
| 30,931 | $935.7K | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 |
| 30,158 | $912.3K | 0.1% | Growth | Low | Charlotte, NC | 2026-11-03 |
| 27,507 | $832.1K | 0.0% | Growth | Medium | Oklahoma City, OK | 2026-10-28 |
| 24,633 | $694.2K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 |
| 21,774 | $658.7K | 0.1% | ETF | Low | Dallas, TX | 2026-11-03 |
| 17,115 | $517.7K | 0.3% | ETF | Medium | Seattle, WA | 2026-10-28 |
| 16,811 | $508.5K | 0.1% | Core | Low | New York, NY | 2026-10-22 |
| 16,699 | $505.1K | 0.2% | Growth | Medium | Schaumburg, IL | 2026-10-14 |
| 14,860 | $449.5K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 |
| 14,380 | $435.0K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 |
| 14,344 | $433.9K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 11,566 | $349.9K | 0.0% | ETF | Very Low | Westwood, NJ | 2026-10-28 |
| 9,696 | $293.3K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 |
| 8,667 | $262.2K | 0.0% | ETF | Very Low | Beverly Hills, CA | 2026-10-22 |
| 8,557 | $258.8K | 0.5% | Value | Medium | Tustin, CA | 2026-11-03 |
| 8,454 | $255.7K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 8,000 | $242.0K | 0.1% | ETF | Low | Menomonee Falls, WI | 2026-10-23 |
| 7,302 | $220.9K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 |
| 7,000 | $211.8K | 0.0% | ETF | Low | Newport Beach, CA | 2026-11-03 |
| 6,652 | $201.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 |
| 5,423 | $164.0K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 4,458 | $134.9K | 0.0% | Core | Low | Zeeland, MI | 2026-11-04 |
| 3,131 | $94.7K | 0.0% | Value | Low | Providence, RI | 2026-10-23 |
| 3,121 | $94.4K | 0.1% | Core | Low | Baltimore, MD | 2026-10-27 |
| 2,900 | $88 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 |
| 2,750 | $83.2K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 2,328 | $70.4K | 0.0% | Core | High | Zurich, Switzerland | 2026-10-29 |
| 2,000 | $60 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 |
| 1,827 | $55.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1,730 | $52.3K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 1,496 | $45.3K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |
| 1,344 | $40.7K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |
| 1,200 | $36.3K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 1,098 | $33.2K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 |
| 925 | $28.4K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-04 |
| 723 | $21.9K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 550 | $16.6K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 |
| 457 | $13.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 400 | $12.1K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |
| 284 | $8.6K | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 |
| 227 | $6.9K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 |
| 200 | $6.1K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 |
| 196 | $5.9K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 |
| 168 | $5.1K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 165 | $5.0K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 155 | $5 | 0.0% | Value | High | Chicago, IL | 2026-10-22 |
| 150 | $5 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 |
| 144 | $4.4K | 0.0% | GARP | Medium | New York, NY | 2026-11-05 |
| 110 | $3.3K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 105 | $3.2K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-07 |
| 100 | $3.0K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 |
| 100 | $3.0K | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 |
| 86 | $2.6K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |
| 62 | $1.9K | 0.0% | Growth | Low | Wellesley, MA | 2026-10-22 |
| 60 | $1.8K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 |
| 56 | $1.7K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 41 | $1.2K | 0.0% | ETF | Low | Waltham, MA | 2026-10-16 |
| 26 | $787 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 24 | $726 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 20 | $605 | 0.0% | Core | Medium | Hilton Head Island, SC | 2026-10-23 |
| 16 | $484 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 |
| 15 | $454 | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 12 | $363 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 12 | $363 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 10 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 10 | $303 | 0.0% | ETF | High | Greenwood Village, CO | 2026-11-05 |
| 3 | $91 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 3 | $91 | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |