| 3,537,472 | $66.0M | 2.8% | Deep Value | Very Low | Greenwich, CT | 2026-10-15 |
| 764,496 | $14.3M | 0.0% | Core | Medium | New York, NY | 2026-11-04 |
| 111,970 | $2.1M | 0.1% | Core | Low | Wayne, PA | 2026-11-02 |
| 72,007 | $1.3M | 0.0% | Agg Growth | Medium | Ramat Gan, Luxembourg | 2026-11-02 |
| 55,525 | $1.0M | 0.0% | Core | Low | New York, NY | 2026-11-05 |
| 50,772 | $947.4K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 |
| 37,154 | $693 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 |
| 27,119 | $506.0K | 0.1% | ETF | Low | Scottsdale, AZ | 2026-10-06 |
| 25,333 | $472.7K | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 |
| 24,772 | $462.2K | 0.0% | Agg Growth | N/A | Miami Beach, FL | 2026-10-20 |
| 20,000 | $267.6K | 0.0% | Core | Medium | Basel, Switzerland | 2026-10-26 |
| 17,309 | $323.0K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 |
| 16,940 | $316.1K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 |
| 16,540 | $309 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 |
| 9,814 | $183.1K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |
| 4,125 | $77.0K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 |
| 2,116 | $40.0K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 |
| 1,299 | $24.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |
| 1,244 | $23.2K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 |
| 1,164 | $21.7K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 |
| 1,157 | $21.6K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 |
| 804 | $15.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |
| 695 | $13.0K | 0.0% | Index | Low | Greenwood Village, CO | 2026-10-20 |
| 682 | $12.7K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 |
| 682 | $12.7K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |
| 629 | $11.7K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |
| 593 | $11.1K | 0.0% | ETF | Very Low | Bloomington, MN | 2026-11-02 |
| 517 | $9.6K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 |
| 223 | $4.2K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 |
| 157 | $2.9K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |
| 155 | $2.9K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |
| 137 | $2.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 |
| 118 | $2.2K | 0.0% | ETF | Low | Ketchum, ID | 2026-10-28 |
| 80 | $1.5K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 |
| 78 | $1.5K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 |
| 50 | $933 | 0.0% | Core | Very Low | Kansas City, MO | 2026-10-08 |
| 36 | $672 | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 |
| 35 | $653 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |
| 35 | $653 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |
| 34 | $635 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |
| 28 | $523 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 |
| 27 | $503 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 |
| 25 | $466 | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 |
| 21 | $392 | 0.0% | Growth | Medium | Lincolnshire, IL | 2026-10-28 |
| 20 | $373 | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 |
| 14 | $261 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 |