| 2,250,000 | $24.5M | 0.1% | Growth | Medium | San Francisco, CA | 2026-08-14 |
| 843,482 | $9.2M | 3.0% | Deep Value | Very High | San Francisco, CA | 2026-08-14 |
| 750,000 | $8.2M | 0.1% | Core | High | Boston, MA | 2026-08-14 |
| 742,500 | $8.1M | 0.1% | Agg Growth | Medium | New York, NY | 2026-08-14 |
| 674,695 | $7.3M | 0.3% | Value | High | Austin, TX | 2026-08-14 |
| 661,493 | $7.2M | 0.2% | Value | Very High | New York, NY | 2026-08-14 |
| 604,050 | $6.6M | 0.0% | Core | Very High | New York, NY | 2026-08-14 |
| 578,565 | $6.3M | 0.0% | Core | Low | Edinburgh, United Kingdom | 2026-07-31 |
| 424,700 | $4.6M | 0.0% | Core | High | New York, NY | 2026-08-14 |
| 213,912 | $2.3M | 0.1% | GARP | Very High | New York, NY | 2026-08-14 |
| 182,124 | $2.0M | 0.1% | Value | Very High | Toronto, Australia | 2026-08-07 |
| 160,465 | $1.7K | 0.0% | Growth | Very High | New York, NY | 2026-07-08 |
| 160,000 | $1.7M | 0.0% | Value | Very High | Palm Beach Gardens, FL | 2026-08-14 |
| 120,000 | $1.3M | 0.0% | Growth | Very High | Berlin, Hong Kong | 2026-08-12 |
| 97,265 | $1.1M | 0.7% | ETF | High | San Francisco, CA | 2026-08-18 |
| 97,265 | $1.1M | 0.7% | ETF | High | San Francisco, CA | 2026-08-18 |
| 62,264 | $677.4K | 0.0% | Core | Very High | New York, NY | 2026-08-14 |
| 51,683 | $562.3K | 0.0% | Agg Growth | Low | Miami, FL | 2026-08-13 |
| 49,873 | $542.6K | 0.0% | Growth | High | Bala Cynwyd, PA | 2026-08-14 |
| 37,686 | $410.0K | 0.1% | Agg Growth | High | Greenwich, CT | 2026-08-10 |
| 37,260 | $405.4K | 0.0% | GARP | Very High | Miami, FL | 2026-08-14 |
| 35,743 | $388.9K | 0.0% | Yield | Very High | New York, NY | 2026-08-14 |
| 25,000 | $272.0K | 0.0% | GARP | Very High | New York, NY | 2026-08-14 |
| 16,454 | $179.0K | 0.0% | Core | Very High | Miami, FL | 2026-09-02 |
| 13,887 | $151 | 0.0% | GARP | Very High | New York, NY | 2026-08-14 |
| 3,842 | $41.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-08-13 |
| 603 | $6.6K | 0.0% | Index | Low | Minneapolis, MN | 2026-08-12 |
| 1 | $11 | 0.0% | Core | Low | New York, NY | 2026-08-13 |