| 447,071 | $10.0M | 0.0% | Core | Low | New York, NY | 2026-05-27 |
| 351,505 | $7.9M | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-11-14 |
| 102,543 | $2.3M | 0.0% | Value | Very High | Chicago, IL | 2025-11-12 |
| 75,000 | $1.7M | 0.0% | Value | High | New York, NY | 2025-11-14 |
| 61,725 | $1.4M | 0.0% | Core | Very High | Miami, FL | 2025-11-14 |
| 43,881 | $982.1K | 0.0% | Index | Very Low | Fort Mill, SC | 2025-11-12 |
| 30,272 | $677.5K | 0.1% | Growth | Very High | New York, NY | 2025-11-17 |
| 28,800 | $644.5K | 0.0% | Agg Growth | High | London, United Kingdom | 2025-11-14 |
| 23,984 | $536.8K | 0.0% | Index | Very Low | Schaumburg, IL | 2025-11-14 |
| 22,272 | $498 | 0.0% | Core | Very High | Chicago, IL | 2025-11-12 |
| 19,424 | $434.7K | 0.0% | Growth | Very High | Austin, TX | 2026-03-31 |
| 17,400 | $389.4K | 0.0% | Growth | Very High | New York, NY | 2025-11-12 |
| 14,353 | $330.1K | 0.0% | Index | Low | Scottsdale, AZ | 2025-11-14 |
| 14,165 | $317.0K | 0.0% | GARP | Very High | Chicago, IL | 2025-11-04 |
| 12,210 | $273.3K | 0.0% | ETF | Medium | Phoenix, AZ | 2025-11-03 |
| 10,000 | $223.8K | 0.0% | Core | Very High | New York, NY | 2025-11-13 |
| 6,475 | $144.9K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-11-13 |
| 4,785 | $107 | 0.0% | Growth | Very High | New York, NY | 2025-12-15 |
| 4,505 | $100.8K | 0.0% | Value | Medium | New York, NY | 2025-11-14 |
| 3,500 | $78.3K | 0.0% | Core | Low | New York, NY | 2025-11-14 |
| 3,277 | $73.3K | 0.0% | ETF | Low | Dallas, TX | 2025-11-13 |
| 1,787 | $40.0K | 0.0% | ETF | Low | Rock Hill, SC | 2025-11-24 |
| 1,711 | $38.3K | 0.0% | Core | Low | New Orleans, LA | 2025-11-17 |
| 1,174 | $26.3K | 0.0% | Index | Low | San Francisco, CA | 2025-10-14 |
| 1,000 | $22.4K | 0.0% | Index | Low | Atlanta, GA | 2025-10-21 |
| 633 | $14.2K | 0.0% | Growth | Medium | St. Helier, Venezuela | 2025-11-03 |
| 372 | $8.3K | 0.0% | Growth | Low | Carslbad, CA | 2025-10-28 |
| 211 | $4.7K | 0.0% | Agg Growth | Low | Dallas, TX | 2025-10-24 |
| 210 | $4.7K | 0.0% | ETF | Low | Owings Mills, MD | 2025-10-29 |
| 200 | $4.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-14 |
| 119 | $2 | 0.0% | ETF | Low | Bethlehem, PA | 2025-10-17 |
| 109 | $2.5K | 0.0% | Yield | Medium | Ft Lauderdale, FL | 2025-10-10 |
| 100 | $2.2K | 0.0% | Index | Very Low | Independence, OH | 2025-11-10 |
| 50 | $1.1K | 0.0% | Core | Medium | Montreal, Austria | 2025-11-14 |
| 40 | $896 | 0.0% | Core | High | New York, NY | 2025-11-14 |