| Asset allocation | 258.45 M | — | TB TBI | 0.00 | Goal Outcome | Secured Overnight Financing Rate + 2% - Benchmark TR Net | 1/22/2025 | 98.94 | 0.00 | 0.00 |
VA | Asset allocation | 250.47 M | — | VA Vanguard | 0.25 | Goal Outcome | | 1/29/2019 | 26.72 | 0.00 | 0.00 |
| Asset allocation | 248.42 M | 82.08 | TO Twin Oak | 1.01 | Goal Outcome | | 2/20/2025 | 27.00 | 0.00 | 0.00 |
| Asset allocation | 242.26 M | 26,112.15 | MO Monarch | 1.07 | Goal Outcome | Monarch ProCap Index | 3/23/2021 | 31.41 | 0.00 | 0.00 |
PU | Asset allocation | 239.77 M | — | PU Purpose | 0.47 | Goal Outcome | | 10/24/2023 | 25.78 | 0.00 | 0.00 |
WI | Asset allocation | 239.2 M | 83,155.32 | WI WisdomTree | 0.45 | Goal Outcome | | 12/16/2021 | 102.79 | 0.00 | 0.00 |
AM | Asset allocation | 237.77 M | — | AM Amundi | 0.44 | Goal Outcome | | 4/12/2016 | 177.52 | 0.00 | 0.00 |
IS | Asset allocation | 220.46 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 65.66 | 0.00 | 0.00 |
BM | Asset allocation | 217.03 M | — | BM BMO | 0.21 | Goal Outcome | | 1/28/2011 | 18.70 | 0.00 | 0.00 |
IS | Asset allocation | 216.34 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 56.76 | 0.00 | 0.00 |
| Asset allocation | 211.37 M | — | SA Satrix | 0.46 | Goal Outcome | | 1/29/2026 | 50.25 | 0.00 | 0.00 |
| Asset allocation | 208.48 M | 363,536.3 | NI Nicholas | 0.99 | Goal Outcome | | 6/17/2025 | 12.91 | 0.00 | 0.00 |
PU | Asset allocation | 195.31 M | — | PU Purpose | 0.43 | Goal Outcome | | 10/13/2023 | 28.20 | 0.00 | 0.00 |
MA | Asset allocation | 193.8 M | — | MA Mackenzie | 0.19 | Goal Outcome | | 9/29/2020 | 28.40 | 0.00 | 0.00 |
CA | Asset allocation | 191.19 M | 536,341.8 | CA Cambria | 0.59 | Goal Outcome | | 4/6/2017 | 11.78 | 0.00 | 0.00 |
| Asset allocation | 190.99 M | 17,337.78 | GA Gadsden | 0.75 | Goal Outcome | | 11/14/2018 | 40.74 | 0.00 | 0.00 |
| Asset allocation | 175.47 M | 31,406.88 | MO Monarch | 1.26 | Goal Outcome | Monarch Ambassador Income Index | 3/23/2021 | 24.16 | 0.00 | 0.00 |
PU | Asset allocation | 169.86 M | — | PU Purpose | 1.11 | Goal Outcome | | 9/3/2013 | 40.14 | 2.45 | 20.93 |
GX | Asset allocation | 167.85 M | — | GX Global X | 0.22 | Goal Outcome | | 8/1/2018 | 17.34 | 0.00 | 0.00 |
| Asset allocation | 164.89 M | 1,346.86 | CL ClearShares | 0.65 | Goal Outcome | ICE BofA US Broad Market Index - Benchmark TR Net | 6/26/2017 | 34.35 | 0.00 | 0.00 |
| Asset allocation | 159.76 M | 10,273.42 | MS McElhenny Sheffield | 1.06 | Goal Outcome | | 11/16/2021 | 34.65 | 0.00 | 0.00 |
| Asset allocation | 155.42 M | 8,194.74 | AL Alexis | 1.00 | Goal Outcome | | 6/30/2021 | 35.54 | 0.00 | 0.00 |
GX | Asset allocation | 152.31 M | — | GX Global X | 1.22 | Goal Outcome | | 11/19/2009 | 34.37 | 0.00 | 0.00 |
| Asset allocation | 145.89 M | 218.45 | DE DeltaShares | 0.50 | Goal Outcome | S&P EPAC Ex. Korea LargeMidCap Managed Risk 2.0 | 7/31/2017 | 46.96 | 0.00 | 0.00 |
| Asset allocation | 144.91 M | 16,145.31 | MO Monarch | 1.42 | Goal Outcome | Monarch Volume Factor Global Unconstrained Index | 3/6/2024 | 32.47 | 0.00 | 0.00 |
AI | Asset allocation | 142.59 M | 73,122.83 | AI AXS Investments | 0.58 | Goal Outcome | | 12/29/2021 | 20.92 | 0.00 | 0.00 |
| Asset allocation | 141.73 M | 10,056.52 | BL Blueprint | 1.96 | Goal Outcome | | 7/11/2023 | 28.05 | 0.00 | 0.00 |
SS | Asset allocation | 141.48 M | 89,893.73 | SS Strategy Shares | 0.79 | Goal Outcome | Solactive Gold Backed Bond Index - Benchmark TR Gross | 5/17/2021 | 28.95 | 0.00 | 0.00 |
BR | Asset allocation | 139.91 M | — | BR Brompton | 2.35 | Goal Outcome | | 10/20/2022 | 14.13 | 0.00 | 0.00 |
| Asset allocation | 138.58 M | 49,632.39 | 3E 3Edge | 1.01 | Goal Outcome | | 10/3/2024 | 34.31 | 0.00 | 0.00 |
GX | Asset allocation | 137.44 M | 14,583.56 | GX Global X | 0.39 | Goal Outcome | Adaptive Wealth Strategies U.S. Risk Management Index | 1/12/2021 | 36.27 | 5.17 | 25.92 |
TO | Asset allocation | 136.72 M | 16,107.07 | TO Tortoise | 0.85 | Goal Outcome | | 12/23/2024 | 22.44 | 0.00 | 0.00 |
CA | Asset allocation | 133.68 M | 13,825.05 | CA Cambria | 0.46 | Goal Outcome | TRTY-US - No Underlying Index | 9/10/2018 | 29.45 | 0.00 | 0.00 |
CA | Asset allocation | 132.42 M | 9,592.56 | CA Cambria | 1.01 | Goal Outcome | | 11/4/2014 | 35.96 | 0.00 | 0.00 |
CA | Asset allocation | 130.5 M | 10,771.29 | CA Cambria | 0.29 | Goal Outcome | | 4/10/2025 | 32.00 | 0.00 | 0.00 |
IS | Asset allocation | 126.51 M | 22,514.7 | IS iShares | 0.50 | Goal Outcome | Morningstar Multi-Asset High Income Index | 4/3/2012 | 21.74 | 0.00 | 0.00 |
CF | Asset allocation | 121.67 M | — | CF CI First Asset | 0.46 | Goal Outcome | A435440 - 24% FTSE Canada Universe Overall Bond Index - 16% Bloomberg Global Aggregate Bond Index CAD Hedged - 21% S&P/TSX Composite Index - 18% Russell 1000 Index - 17% MSCI EAFE Index - 4% MSCI Emerging Markets Index | 5/17/2023 | 25.89 | 0.00 | 0.00 |
IS | Asset allocation | 119.97 M | — | IS iShares | 0.20 | Goal Outcome | | 8/7/2019 | 20.81 | 0.00 | 0.00 |
IN | Asset allocation | 113.58 M | 5,062.24 | IN Invesco | 1.21 | Goal Outcome | Zacks Multi-Asset Income (TR) | 9/21/2006 | 27.24 | 0.00 | 0.00 |
| Asset allocation | 108.51 M | 38,261.04 | RS Relative Sentiment | 0.73 | Goal Outcome | | 5/19/2022 | 41.07 | 0.00 | 0.00 |
CA | Asset allocation | 104.61 M | 21,210.36 | CA Cabana | 0.90 | Goal Outcome | | 9/17/2020 | 26.20 | 0.00 | 0.00 |
| Asset allocation | 99.98 M | 13,717.69 | MO Monarch | 1.19 | Goal Outcome | Monarch Volume Factor Dividend Tree Index - Benchmark TR Gross | 3/6/2024 | 29.32 | 0.00 | 0.00 |
BI | Asset allocation | 98.81 M | 10,211.62 | BI Bitwise | 0.96 | Goal Outcome | | 1/22/2026 | 22.33 | 0.00 | 0.00 |
| Asset allocation | 97.4 M | 12,791.63 | BL Bluemonte | 0.75 | Goal Outcome | | 6/20/2025 | 25.52 | 0.00 | 0.00 |
AA | Asset allocation | 96.56 M | 34,416.08 | AA Alpha Architect | 0.29 | Goal Outcome | | 11/16/2022 | 24.18 | 0.00 | 0.00 |
GR | Asset allocation | 96.52 M | 39,963.63 | GR GraniteShares | 1.17 | Goal Outcome | EQM High Income Pass-Through Securities Index - Benchmark TR Gross | 1/6/2015 | 11.61 | 0.00 | 0.00 |
BM | Asset allocation | 96.47 M | — | BM BMO | 0.21 | Goal Outcome | | 1/16/2020 | 13.83 | 0.00 | 0.00 |
| Asset allocation | 94.24 M | 22,673.67 | RS Return Stacked | 0.98 | Goal Outcome | | 5/28/2024 | 22.65 | 0.00 | 0.00 |
LS | Asset allocation | 93.28 M | — | LS Leverage Shares | 1.01 | Goal Outcome | Solactive CWM Balanced Strategy Index - Benchmark TR Net | 11/8/2023 | 26.80 | 0.00 | 0.00 |
BM | Asset allocation | 89.18 M | — | BM BMO | 0.21 | Goal Outcome | | 1/24/2022 | 10.62 | 0.00 | 0.00 |
| Asset allocation | 85.06 M | 25,852.21 | TO Toews | 1.03 | Goal Outcome | | 6/25/2020 | 21.95 | 0.00 | 0.00 |
| Asset allocation | 83.48 M | 20,105.9 | RS Return Stacked | 0.98 | Goal Outcome | | 8/20/2024 | 18.75 | 0.00 | 0.00 |
IN | Asset allocation | 81.71 M | 8,107.69 | IN Inspire | 0.74 | Goal Outcome | S&P Target Risk Moderate | 7/15/2020 | 28.77 | 0.00 | 0.00 |
| Asset allocation | 78.97 M | 229.98 | DE DeltaShares | 0.45 | Goal Outcome | S&P 400 Managed Risk 2.0 Index | 7/31/2017 | 55.56 | 0.00 | 0.00 |
WI | Asset allocation | 78.3 M | 440,994.7 | WI WisdomTree | 0.32 | Goal Outcome | WisdomTree U.S. Adaptive Moving Average Index - USD - Benchmark TR Gross | 3/12/2026 | 23.46 | 0.00 | 0.00 |
IS | Asset allocation | 77.97 M | — | IS iShares | 0.34 | Goal Outcome | | 9/8/2020 | 7.40 | 0.00 | 0.00 |
AD | Asset allocation | 77.15 M | 4,800.3 | AD AdvisorShares | 1.25 | Goal Outcome | | 9/17/2012 | 47.35 | 0.00 | 0.00 |
PG | Asset allocation | 73.11 M | 2,550.5 | PG PGIM | 0.45 | Goal Outcome | | 12/12/2022 | 30.23 | 0.00 | 0.00 |
CF | Asset allocation | 71.69 M | — | CF CI First Asset | 0.00 | Goal Outcome | | 5/17/2023 | 28.67 | 0.00 | 0.00 |
FT | Asset allocation | 71.61 M | 19,929.12 | FT First Trust | 3.69 | Goal Outcome | | 9/27/2016 | 22.62 | 0.00 | 0.00 |
CA | Asset allocation | 70.12 M | 14,074.49 | CA Cabana | 0.82 | Goal Outcome | | 9/16/2020 | 23.02 | 0.00 | 0.00 |
SI | Asset allocation | 69.59 M | 7,187.49 | SI Simplify | 2.57 | Goal Outcome | | 2/8/2023 | 15.34 | 0.00 | 0.00 |
| Asset allocation | 69.11 M | 8,647.63 | WE WealthTrust | 0.74 | Goal Outcome | | 12/5/2021 | 33.16 | 0.00 | 0.00 |
SP | Asset allocation | 68.5 M | 14,763.44 | SP SPDR | 0.50 | Goal Outcome | | 4/25/2012 | 33.71 | 0.00 | 0.00 |
| Asset allocation | 68.3 M | 7,430.21 | LE Leuthold | 0.83 | Goal Outcome | | 1/6/2020 | 37.43 | 0.00 | 0.00 |
MA | Asset allocation | 66.68 M | — | MA Mackenzie | 0.19 | Goal Outcome | | 9/29/2020 | 33.52 | 0.00 | 0.00 |
CA | Asset allocation | 66.48 M | 6,703.61 | CA Cambria | 0.40 | Goal Outcome | GAA-US - No Underlying Index | 12/9/2014 | 33.71 | 0.00 | 0.00 |
IS | Asset allocation | 64.54 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 48.05 | 0.00 | 0.00 |
| Asset allocation | 63.53 M | 5,387.67 | DF Discipline Funds | 0.25 | Goal Outcome | | 9/21/2021 | 24.33 | 0.00 | 0.00 |
FO | Asset allocation | 63.39 M | 5,462.78 | FO FormulaFolios | 1.04 | Goal Outcome | | 6/6/2017 | 32.51 | 0.00 | 0.00 |
BM | Asset allocation | 62.38 M | — | BM BMO | 0.21 | Goal Outcome | | 1/23/2023 | 12.64 | 0.00 | 0.00 |
RU | Asset allocation | 61.95 M | — | RU Russell | 1.18 | Goal Outcome | | 1/22/2020 | 24.32 | 0.00 | 0.00 |
| Asset allocation | 60.55 M | 19,735.4 | ST STF | 0.65 | Goal Outcome | | 5/18/2022 | 22.38 | 0.00 | 0.00 |
PU | Asset allocation | 60.21 M | — | PU Purpose | 1.08 | Goal Outcome | | 3/5/2018 | 21.00 | 0.00 | 0.00 |
| Asset allocation | 59.6 M | 7,494.9 | AN Anydrus | 2.15 | Goal Outcome | | 5/14/2024 | 27.57 | 0.00 | 0.00 |
| Asset allocation | 59.33 M | 8,279.82 | PL PL | 1.25 | Goal Outcome | | 12/10/2025 | 24.23 | 0.00 | 0.00 |
| Asset allocation | 58.23 M | 132,726.3 | ST Stacked | 1.05 | Goal Outcome | | 10/15/2024 | 26.84 | 0.00 | 0.00 |
EF | Asset allocation | 57.76 M | — | EF E Fund | 0.90 | Goal Outcome | Shanghai Composite 50 Index - CNY - Benchmark TR Gross | 5/27/2024 | 1.19 | 0.00 | 0.00 |
| Asset allocation | 57.55 M | 28,084.34 | RS Return Stacked | 0.68 | Goal Outcome | | 5/29/2025 | 23.42 | 0.00 | 0.00 |
FI | Asset allocation | 57.29 M | — | FI Fidelity | 0.00 | Goal Outcome | | 5/16/2024 | 11.78 | 0.00 | 0.00 |
XT | Asset allocation | 57.17 M | — | XT Xtrackers | 0.65 | Goal Outcome | | 2/4/2011 | 13.19 | 0.00 | 0.00 |
| Asset allocation | 56.6 M | 35,353.99 | Q3 Q3 | 1.78 | Goal Outcome | | 12/15/2025 | 23.42 | 0.00 | 0.00 |
WI | Asset allocation | 56.49 M | — | WI WisdomTree | 0.35 | Goal Outcome | WisdomTree Global Efficient Core Index - Benchmark TR Net | 11/5/2024 | 29.32 | 0.00 | 0.00 |
| Asset allocation | 54.58 M | 484.05 | LO LOGIQ | 1.13 | Goal Outcome | | 1/8/2026 | 26.15 | 0.00 | 0.00 |
| Asset allocation | 54.44 M | 9,035.12 | Q3 Q3 | 1.10 | Goal Outcome | | 12/7/2022 | 28.06 | 0.00 | 0.00 |
WI | Asset allocation | 52.38 M | 32,629.17 | WI WisdomTree | 4.34 | Goal Outcome | Gapstow Private Credit and Alternative Income Index | 5/6/2021 | 14.42 | 0.00 | 0.00 |
IS | Asset allocation | 50.96 M | 16,375.54 | IS iShares | 0.08 | Goal Outcome | | 10/17/2023 | 30.63 | 0.00 | 0.00 |
SI | Asset allocation | 50.37 M | 29,697.54 | SI Simplify | 0.85 | Goal Outcome | | 11/17/2025 | 22.43 | 0.00 | 0.00 |
| Asset allocation | 49.86 M | 44,633.78 | AD Adaptive | 1.36 | Goal Outcome | | 11/15/2021 | 7.70 | 0.00 | 0.00 |
| Asset allocation | 49.73 M | 25,052.43 | FU FundX | 0.97 | Goal Outcome | | 10/9/2023 | 22.24 | 0.00 | 0.00 |
CA | Asset allocation | 49.47 M | 10,900.75 | CA Cabana | 0.91 | Goal Outcome | | 9/17/2020 | 24.01 | 0.00 | 0.00 |
TR | Asset allocation | 49.45 M | 6,364.46 | TR TrueShares | 0.82 | Goal Outcome | | 6/27/2025 | 27.49 | 0.00 | 0.00 |
| Asset allocation | 49.27 M | 9,157.58 | BR Brookstone | 0.99 | Goal Outcome | | 9/28/2023 | 33.26 | 0.00 | 0.00 |
WI | Asset allocation | 47.79 M | 6,798.99 | WI WisdomTree | 0.32 | Goal Outcome | | 5/20/2021 | 39.17 | 0.00 | 0.00 |
PI | Asset allocation | 47.45 M | 27,456.03 | PI PIMCO | 0.18 | Goal Outcome | | 1/15/2026 | 45.74 | 0.00 | 0.00 |
| Asset allocation | 47.35 M | 11,361.94 | AB American Beacon | 0.95 | Goal Outcome | | 8/31/2023 | 28.55 | 0.00 | 0.00 |
FI | Asset allocation | 47.25 M | — | FI Fidelity | 0.69 | Goal Outcome | | 1/16/2020 | 15.80 | 0.00 | 0.00 |
CA | Asset allocation | 46.38 M | 9,666.2 | CA Cabana | 0.82 | Goal Outcome | | 9/16/2020 | 23.30 | 0.00 | 0.00 |
| Asset allocation | 45.48 M | 12,050.65 | BR Brookstone | 1.46 | Goal Outcome | | 9/28/2023 | 27.45 | 0.00 | 0.00 |
| Asset allocation | 45.33 M | 9,058.5 | BR Brookstone | 1.06 | Goal Outcome | | 9/28/2023 | 31.93 | 0.00 | 0.00 |