| 10,466,627 | $109.8M | 59.2% | Agg Growth | N/A | Hong Kong, South Korea | 2026-11-03 |
| 2,349,621 | $24.6M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 1,652,345 | $17.3M | 0.1% | Growth | Medium | Oklahoma City, OK | 2026-10-28 |
| 796,287 | $8.4M | 2.3% | Agg Growth | Medium | Hong Kong, South Korea | 2026-11-03 |
| 374,917 | $3.9M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 316,600 | $3.3M | 3.2% | Agg Growth | Very High | Hong Kong, South Korea | 2026-10-14 |
| 186,572 | $2.0M | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 |
| 181,202 | $1.9M | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 |
| 116,557 | $1.2M | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 |
| 88,553 | $928.9K | 0.1% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |
| 88,297 | $926.2K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 47,279 | $496 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 |
| 45,202 | $474.2K | 0.0% | Core | High | Zurich, Switzerland | 2026-10-29 |
| 37,880 | $397.4K | 0.0% | Value | Very High | Greenwich, CT | 2026-11-02 |
| 35,418 | $371.5K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 |
| 34,889 | $366.0K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 |
| 25,000 | $262 | 0.0% | Deep Value | Medium | Richmond, VA | 2026-11-05 |
| 21,677 | $227.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-10-16 |
| 20,633 | $216.4K | 0.0% | ETF | Medium | Reston, VA | 2026-11-02 |
| 17,908 | $188 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |
| 16,968 | $178.0K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 |
| 12,832 | $134.6K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 |
| 12,605 | $132.2K | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 |
| 5,675 | $59.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |
| 5,000 | $52.5K | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 |
| 4,621 | $48.5K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 4,000 | $42.0K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 3,928 | $41.2K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 3,076 | $32.3K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 1,102 | $11.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 657 | $6.9K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 |
| 293 | $3.1K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 260 | $2.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 257 | $2.7K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 |
| 240 | $2.5K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 167 | $1.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 150 | $1.6K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 |
| 111 | $841 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 |
| 86 | $902 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 70 | $734 | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |
| 50 | $525 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |
| 44 | $462 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 25 | $262 | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 |
| 20 | $210 | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 |
| 2 | $21 | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 1 | $10 | 0.0% | ETF | Medium | Peoria, AZ | 2026-11-04 |