| 2,570,422 | $26.0M | 5.1% | Yield | Very High | New York, NY | 2025-11-13 |
| 2,005,799 | $20.3K | 0.1% | Deep Value | Very High | New York, NY | 2025-11-13 |
| 1,247,194 | $12.6M | 1.3% | GARP | Very High | Boca Raton, FL | 2025-11-17 |
| 1,000,000 | $10.1M | 0.1% | Value | Very High | Toronto, Australia | 2025-12-01 |
| 1,000,000 | $10.1M | 0.0% | GARP | High | Toronto, Australia | 2025-11-13 |
| 1,000,000 | $10.1M | 0.1% | Growth | High | New York, NY | 2025-11-14 |
| 750,000 | $7.6M | 0.1% | GARP | High | New York, NY | 2025-11-14 |
| 721,396 | $7.3M | 0.0% | GARP | Very High | London, United Kingdom | 2025-11-14 |
| 682,005 | $6.9M | 0.3% | GARP | Very High | Miami, FL | 2025-11-14 |
| 657,326 | $6.7M | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-11-14 |
| 656,437 | $6.6M | 0.4% | Momentum | Very High | Chicago, IL | 2025-11-17 |
| 655,708 | $6.6M | 0.0% | Growth | Very High | Stamford, CT | 2025-12-15 |
| 636,861 | $6.4M | 0.1% | GARP | Very High | New York, NY | 2025-11-14 |
| 583,941 | $5.9M | 0.2% | Deep Value | Very High | Greenwich, CT | 2025-11-14 |
| 554,789 | $5.6M | 0.1% | Value | Very High | New York, NY | 2025-11-14 |
| 500,000 | $5.3M | 0.0% | Core | High | San Francisco, CA | 2025-11-14 |
| 387,242 | $3.9M | 0.0% | Momentum | High | Evanston, IL | 2025-11-13 |
| 350,000 | $3.5M | 0.0% | GARP | Very High | New York, NY | 2025-11-14 |
| 312,621 | $3.2M | 0.1% | GARP | High | Greenwich, CT | 2025-11-14 |
| 311,213 | $3.1M | 0.2% | Yield | High | Greenwich, CT | 2025-11-14 |
| 300,000 | $3.0M | 0.0% | Value | High | Greenwich, CT | 2025-11-14 |
| 290,000 | $2.9M | 0.1% | GARP | High | Greenwich, CT | 2025-11-12 |
| 280,050 | $2.8M | 0.6% | ETF | Medium | New York, NY | 2025-11-14 |
| 275,853 | $2.8M | 0.4% | Deep Value | Very High | Larkspur, CA | 2025-11-14 |
| 264,561 | $2.7M | 0.8% | Value | Very High | San Francisco, CA | 2025-11-18 |
| 252,089 | $2.6M | 2.6% | Deep Value | Very High | Austin, TX | 2025-11-12 |
| 231,045 | $2.3M | 0.0% | Growth | Medium | New York, NY | 2025-10-22 |
| 225,108 | $2.3M | 0.1% | Value | Very High | New York, NY | 2025-11-14 |
| 222,263 | $2.2M | 0.0% | Agg Growth | Medium | New York, NY | 2025-11-14 |
| 219,401 | $2.2M | 2.4% | GARP | High | Stamford, CT | 2025-11-10 |
| 207,042 | $2.1M | 0.5% | GARP | High | West Harrison, NY | 2025-10-15 |
| 199,936 | $2.0M | 0.1% | Yield | High | West Palm Beach, FL | 2025-11-14 |
| 198,984 | $2.0M | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2025-11-14 |
| 194,696 | $2.0M | 0.0% | Core | Medium | New York, NY | 2025-11-14 |
| 192,400 | $1.9M | 0.0% | Core | Medium | London, United Kingdom | 2026-03-31 |
| 190,000 | $1.9M | 0.3% | GARP | High | Toronto, Australia | 2025-11-13 |
| 190,000 | $1.9M | 3.2% | Value | Medium | Hong Kong, South Korea | 2025-11-14 |
| 182,561 | $1.8M | 0.1% | Deep Value | High | Chicago, IL | 2025-11-13 |
| 179,930 | $1.8M | 0.1% | GARP | High | Bala Cynwyd, PA | 2025-11-14 |
| 150,920 | $1.5M | 0.1% | Deep Value | Very High | Valhalla, NY | 2025-11-14 |
| 144,666 | $1.5M | 0.0% | Value | High | New York, NY | 2025-11-14 |
| 125,000 | $1.3M | 0.0% | Core | Very High | New York, NY | 2025-11-14 |
| 118,908 | $1.2M | 0.3% | Yield | High | Saddle Brook, NJ | 2025-11-14 |
| 83,000 | $840.0K | 0.8% | Yield | Very High | New Canaan, CT | 2025-11-14 |
| 70,000 | $708.4K | 0.0% | Agg Growth | High | New York, NY | 2026-02-17 |
| 62,544 | $632.9K | 0.8% | GARP | High | Miami, FL | 2025-11-12 |
| 54,034 | $546.8K | 0.1% | Yield | Very High | New York, NY | 2025-11-14 |
| 49,762 | $503.6K | 0.0% | Growth | Medium | New York, NY | 2025-11-26 |
| 48,425 | $490 | 0.0% | Growth | Very High | New York, NY | 2025-12-15 |
| 46,142 | $467.0K | 0.0% | Deep Value | Very High | Chicago, IL | 2025-10-28 |
| 44,879 | $454 | 0.0% | Momentum | High | Amsterdam, Philippines | 2025-11-12 |
| 43,117 | $436.3K | 0.0% | Core | Very High | New York, NY | 2025-11-14 |
| 40,500 | $409.9K | 0.0% | ETF | Medium | King Of Prussia, PA | 2025-10-23 |
| 37,000 | $374.4K | 0.0% | ETF | Low | Clearwater, FL | 2025-11-04 |
| 33,017 | $334.1K | 0.0% | Yield | Very High | Chicago, IL | 2025-11-07 |
| 32,748 | $331.4K | 0.0% | Core | Very High | New York, NY | 2025-11-14 |
| 30,380 | $307.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-11-13 |
| 27,238 | $275.6K | 0.0% | Core | Very High | New York, NY | 2025-11-14 |
| 25,200 | $255.0K | 0.0% | ETF | Medium | New York, NY | 2025-11-14 |
| 22,380 | $226 | 0.0% | GARP | Very High | New York, NY | 2025-11-14 |
| 19,552 | $197.9K | 0.0% | Value | Very High | Chicago, IL | 2025-11-12 |
| 18,480 | $187.0K | 0.0% | Yield | High | Winnetka, IL | 2025-11-06 |
| 17,599 | $178.1K | 0.0% | Index | Very Low | Boston, MA | 2025-11-12 |
| 15,378 | $155.6K | 0.0% | Deep Value | Very High | New York, NY | 2025-11-14 |
| 14,260 | $144.3K | 0.1% | Core | Very High | Boston, MA | 2025-11-13 |
| 13,000 | $131.6K | 0.0% | Value | Medium | Chicago, IL | 2025-11-10 |
| 11,014 | $111.5K | 0.0% | GARP | Very High | New York, NY | 2025-11-14 |
| 10,000 | $101.2K | 0.0% | ETF | Very High | New York, NY | 2025-11-14 |
| 10,000 | $101.2K | 0.0% | Growth | Low | State College, PA | 2025-10-22 |
| 10,000 | $101.2K | 0.1% | Growth | Low | Salem, MA | 2025-11-04 |
| 5,791 | $58 | 0.0% | Core | Very High | Chicago, IL | 2025-11-12 |
| 2,300 | $23.3K | 0.0% | Core | Low | New York, NY | 2026-05-27 |
| 1,900 | $19.2K | 0.0% | Index | Low | San Francisco, CA | 2025-10-14 |
| 394 | $4.0K | 0.0% | GARP | Very Low | Flint, MI | 2025-10-15 |
| 100 | $1.0K | 0.0% | ETF | Medium | Midvale, UT | 2025-11-04 |
| 1 | $11 | 0.0% | Core | High | New York, NY | 2025-11-14 |