| Asset allocation | 258.45 M | — | TB TBI | 0 | Goal Outcome | Secured Overnight Financing Rate + 2% - Benchmark TR Net | 1/22/2025 | 98.94 | 0 | 0 |
VA | Asset allocation | 250.47 M | — | VA Vanguard | 0.25 | Goal Outcome | | 1/29/2019 | 26.72 | 0 | 0 |
| Asset allocation | 248.417 M | 82.076 | TO Twin Oak | 1.01 | Goal Outcome | | 2/20/2025 | 27 | 0 | 0 |
| Asset allocation | 242.256 M | 26,112.15 | MO Monarch | 1.07 | Goal Outcome | Monarch ProCap Index | 3/23/2021 | 31.41 | 0 | 0 |
PU | Asset allocation | 239.77 M | — | PU Purpose | 0.47 | Goal Outcome | | 10/24/2023 | 25.78 | 0 | 0 |
WI | Asset allocation | 239.195 M | 83,155.32 | WI WisdomTree | 0.45 | Goal Outcome | | 12/16/2021 | 102.79 | 0 | 0 |
AM | Asset allocation | 237.774 M | — | AM Amundi | 0.44 | Goal Outcome | | 4/12/2016 | 177.52 | 0 | 0 |
IS | Asset allocation | 220.457 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 65.66 | 0 | 0 |
BM | Asset allocation | 217.033 M | — | BM BMO | 0.21 | Goal Outcome | | 1/28/2011 | 18.7 | 0 | 0 |
IS | Asset allocation | 216.342 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 56.76 | 0 | 0 |
| Asset allocation | 211.365 M | — | SA Satrix | 0.46 | Goal Outcome | | 1/29/2026 | 50.25 | 0 | 0 |
| Asset allocation | 208.481 M | 363,536.3 | NI Nicholas | 0.99 | Goal Outcome | | 6/17/2025 | 12.91 | 0 | 0 |
PU | Asset allocation | 195.307 M | — | PU Purpose | 0.43 | Goal Outcome | | 10/13/2023 | 28.2 | 0 | 0 |
MA | Asset allocation | 193.797 M | — | MA Mackenzie | 0.19 | Goal Outcome | | 9/29/2020 | 28.4 | 0 | 0 |
CA | Asset allocation | 191.193 M | 536,341.8 | CA Cambria | 0.59 | Goal Outcome | | 4/6/2017 | 11.78 | 0 | 0 |
| Asset allocation | 190.991 M | 17,337.78 | GA Gadsden | 0.75 | Goal Outcome | | 11/14/2018 | 40.74 | 0 | 0 |
| Asset allocation | 175.473 M | 31,406.88 | MO Monarch | 1.26 | Goal Outcome | Monarch Ambassador Income Index | 3/23/2021 | 24.16 | 0 | 0 |
PU | Asset allocation | 169.865 M | — | PU Purpose | 1.11 | Goal Outcome | | 9/3/2013 | 40.14 | 2.45 | 20.93 |
GX | Asset allocation | 167.853 M | — | GX Global X | 0.22 | Goal Outcome | | 8/1/2018 | 17.34 | 0 | 0 |
| Asset allocation | 164.887 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 | 0 |
| Asset allocation | 159.758 M | 10,273.42 | MS McElhenny Sheffield | 1.06 | Goal Outcome | | 11/16/2021 | 34.65 | 0 | 0 |
| Asset allocation | 155.416 M | 8,194.744 | AL Alexis | 1 | Goal Outcome | | 6/30/2021 | 35.54 | 0 | 0 |
GX | Asset allocation | 152.311 M | — | GX Global X | 1.22 | Goal Outcome | | 11/19/2009 | 34.37 | 0 | 0 |
| Asset allocation | 145.886 M | 218.454 | DE DeltaShares | 0.5 | Goal Outcome | S&P EPAC Ex. Korea LargeMidCap Managed Risk 2.0 | 7/31/2017 | 46.96 | 0 | 0 |
| Asset allocation | 144.905 M | 16,145.31 | MO Monarch | 1.42 | Goal Outcome | Monarch Volume Factor Global Unconstrained Index | 3/6/2024 | 32.47 | 0 | 0 |
AI | Asset allocation | 142.589 M | 73,122.83 | AI AXS Investments | 0.58 | Goal Outcome | | 12/29/2021 | 20.92 | 0 | 0 |
| Asset allocation | 141.725 M | 10,056.52 | BL Blueprint | 1.96 | Goal Outcome | | 7/11/2023 | 28.05 | 0 | 0 |
| Asset allocation | 141.481 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 | 0 |
| Asset allocation | 139.905 M | — | BR Brompton | 2.35 | Goal Outcome | | 10/20/2022 | 14.13 | 0 | 0 |
| Asset allocation | 138.583 M | 49,632.39 | 3E 3Edge | 1.01 | Goal Outcome | | 10/3/2024 | 34.31 | 0 | 0 |
GX | Asset allocation | 137.444 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 |
| Asset allocation | 136.716 M | 16,107.07 | TO Tortoise | 0.85 | Goal Outcome | | 12/23/2024 | 22.44 | 0 | 0 |
CA | Asset allocation | 133.677 M | 13,825.05 | CA Cambria | 0.46 | Goal Outcome | TRTY-US - No Underlying Index | 9/10/2018 | 29.45 | 0 | 0 |
CA | Asset allocation | 132.415 M | 9,592.562 | CA Cambria | 1.01 | Goal Outcome | | 11/4/2014 | 35.96 | 0 | 0 |
CA | Asset allocation | 130.501 M | 10,771.29 | CA Cambria | 0.29 | Goal Outcome | | 4/10/2025 | 32 | 0 | 0 |
IS | Asset allocation | 126.51 M | 22,514.7 | IS iShares | 0.5 | Goal Outcome | Morningstar Multi-Asset High Income Index | 4/3/2012 | 21.74 | 0 | 0 |
CF | Asset allocation | 121.666 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 | 0 |
IS | Asset allocation | 119.973 M | — | IS iShares | 0.2 | Goal Outcome | | 8/7/2019 | 20.81 | 0 | 0 |
IN | Asset allocation | 113.583 M | 5,062.242 | IN Invesco | 1.21 | Goal Outcome | Zacks Multi-Asset Income (TR) | 9/21/2006 | 27.24 | 0 | 0 |
| Asset allocation | 108.514 M | 38,261.04 | RS Relative Sentiment | 0.73 | Goal Outcome | | 5/19/2022 | 41.07 | 0 | 0 |
| Asset allocation | 104.612 M | 21,210.36 | CA Cabana | 0.9 | Goal Outcome | | 9/17/2020 | 26.2 | 0 | 0 |
| Asset allocation | 99.981 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 | 0 |
BI | Asset allocation | 98.813 M | 10,211.62 | BI Bitwise | 0.96 | Goal Outcome | | 1/22/2026 | 22.33 | 0 | 0 |
| Asset allocation | 97.398 M | 12,791.63 | BL Bluemonte | 0.75 | Goal Outcome | | 6/20/2025 | 25.52 | 0 | 0 |
| Asset allocation | 96.563 M | 34,416.08 | AA Alpha Architect | 0.29 | Goal Outcome | | 11/16/2022 | 24.18 | 0 | 0 |
GR | Asset allocation | 96.516 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 | 0 |
BM | Asset allocation | 96.466 M | — | BM BMO | 0.21 | Goal Outcome | | 1/16/2020 | 13.83 | 0 | 0 |
| Asset allocation | 94.24 M | 22,673.67 | RS Return Stacked | 0.98 | Goal Outcome | | 5/28/2024 | 22.65 | 0 | 0 |
LS | Asset allocation | 93.281 M | — | LS Leverage Shares | 1.01 | Goal Outcome | Solactive CWM Balanced Strategy Index - Benchmark TR Net | 11/8/2023 | 26.8 | 0 | 0 |
BM | Asset allocation | 89.181 M | — | BM BMO | 0.21 | Goal Outcome | | 1/24/2022 | 10.62 | 0 | 0 |
| Asset allocation | 85.056 M | 25,852.21 | TO Toews | 1.03 | Goal Outcome | | 6/25/2020 | 21.95 | 0 | 0 |
| Asset allocation | 83.484 M | 20,105.9 | RS Return Stacked | 0.98 | Goal Outcome | | 8/20/2024 | 18.75 | 0 | 0 |
| Asset allocation | 81.71 M | 8,107.693 | IN Inspire | 0.74 | Goal Outcome | S&P Target Risk Moderate | 7/15/2020 | 28.77 | 0 | 0 |
| Asset allocation | 78.974 M | 229.977 | DE DeltaShares | 0.45 | Goal Outcome | S&P 400 Managed Risk 2.0 Index | 7/31/2017 | 55.56 | 0 | 0 |
WI | Asset allocation | 78.299 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 | 0 |
IS | Asset allocation | 77.975 M | — | IS iShares | 0.34 | Goal Outcome | | 9/8/2020 | 7.4 | 0 | 0 |
AD | Asset allocation | 77.147 M | 4,800.298 | AD AdvisorShares | 1.25 | Goal Outcome | | 9/17/2012 | 47.35 | 0 | 0 |
PG | Asset allocation | 73.108 M | 2,550.5 | PG PGIM | 0.45 | Goal Outcome | | 12/12/2022 | 30.23 | 0 | 0 |
CF | Asset allocation | 71.686 M | — | CF CI First Asset | 0 | Goal Outcome | | 5/17/2023 | 28.67 | 0 | 0 |
FT | Asset allocation | 71.609 M | 19,929.12 | FT First Trust | 3.69 | Goal Outcome | | 9/27/2016 | 22.62 | 0 | 0 |
| Asset allocation | 70.12 M | 14,074.49 | CA Cabana | 0.82 | Goal Outcome | | 9/16/2020 | 23.02 | 0 | 0 |
SI | Asset allocation | 69.593 M | 7,187.487 | SI Simplify | 2.57 | Goal Outcome | | 2/8/2023 | 15.34 | 0 | 0 |
| Asset allocation | 69.11 M | 8,647.625 | WE WealthTrust | 0.74 | Goal Outcome | | 12/5/2021 | 33.16 | 0 | 0 |
SP | Asset allocation | 68.498 M | 14,763.44 | SP SPDR | 0.5 | Goal Outcome | | 4/25/2012 | 33.71 | 0 | 0 |
| Asset allocation | 68.297 M | 7,430.212 | LE Leuthold | 0.83 | Goal Outcome | | 1/6/2020 | 37.43 | 0 | 0 |
MA | Asset allocation | 66.68 M | — | MA Mackenzie | 0.19 | Goal Outcome | | 9/29/2020 | 33.52 | 0 | 0 |
CA | Asset allocation | 66.478 M | 6,703.606 | CA Cambria | 0.4 | Goal Outcome | GAA-US - No Underlying Index | 12/9/2014 | 33.71 | 0 | 0 |
IS | Asset allocation | 64.544 M | — | IS iShares | 0.26 | Goal Outcome | | 9/2/2020 | 48.05 | 0 | 0 |
| Asset allocation | 63.534 M | 5,387.672 | DF Discipline Funds | 0.25 | Goal Outcome | | 9/21/2021 | 24.33 | 0 | 0 |
| Asset allocation | 63.395 M | 5,462.778 | FO FormulaFolios | 1.04 | Goal Outcome | | 6/6/2017 | 32.51 | 0 | 0 |
BM | Asset allocation | 62.376 M | — | BM BMO | 0.21 | Goal Outcome | | 1/23/2023 | 12.64 | 0 | 0 |
RU | Asset allocation | 61.947 M | — | RU Russell | 1.18 | Goal Outcome | | 1/22/2020 | 24.32 | 0 | 0 |
| Asset allocation | 60.553 M | 19,735.4 | ST STF | 0.65 | Goal Outcome | | 5/18/2022 | 22.38 | 0 | 0 |
PU | Asset allocation | 60.212 M | — | PU Purpose | 1.08 | Goal Outcome | | 3/5/2018 | 21 | 0 | 0 |
| Asset allocation | 59.599 M | 7,494.903 | AN Anydrus | 2.15 | Goal Outcome | | 5/14/2024 | 27.57 | 0 | 0 |
| Asset allocation | 59.33 M | 8,279.821 | PL PL | 1.25 | Goal Outcome | | 12/10/2025 | 24.23 | 0 | 0 |
| Asset allocation | 58.231 M | 132,726.3 | ST Stacked | 1.05 | Goal Outcome | | 10/15/2024 | 26.84 | 0 | 0 |
EF | Asset allocation | 57.765 M | — | EF E Fund | 0.9 | Goal Outcome | Shanghai Composite 50 Index - CNY - Benchmark TR Gross | 5/27/2024 | 1.19 | 0 | 0 |
| Asset allocation | 57.552 M | 28,084.34 | RS Return Stacked | 0.68 | Goal Outcome | | 5/29/2025 | 23.42 | 0 | 0 |
FI | Asset allocation | 57.291 M | — | FI Fidelity | 0 | Goal Outcome | | 5/16/2024 | 11.78 | 0 | 0 |
XT | Asset allocation | 57.174 M | — | XT Xtrackers | 0.65 | Goal Outcome | | 2/4/2011 | 13.19 | 0 | 0 |
| Asset allocation | 56.604 M | 35,353.99 | Q3 Q3 | 1.78 | Goal Outcome | | 12/15/2025 | 23.42 | 0 | 0 |
WI | Asset allocation | 56.487 M | — | WI WisdomTree | 0.35 | Goal Outcome | WisdomTree Global Efficient Core Index - Benchmark TR Net | 11/5/2024 | 29.32 | 0 | 0 |
| Asset allocation | 54.585 M | 484.045 | LO LOGIQ | 1.13 | Goal Outcome | | 1/8/2026 | 26.15 | 0 | 0 |
| Asset allocation | 54.444 M | 9,035.119 | Q3 Q3 | 1.1 | Goal Outcome | | 12/7/2022 | 28.06 | 0 | 0 |
WI | Asset allocation | 52.378 M | 32,629.17 | WI WisdomTree | 4.34 | Goal Outcome | Gapstow Private Credit and Alternative Income Index | 5/6/2021 | 14.42 | 0 | 0 |
IS | Asset allocation | 50.962 M | 16,375.54 | IS iShares | 0.08 | Goal Outcome | | 10/17/2023 | 30.63 | 0 | 0 |
SI | Asset allocation | 50.374 M | 29,697.54 | SI Simplify | 0.85 | Goal Outcome | | 11/17/2025 | 22.43 | 0 | 0 |
| Asset allocation | 49.86 M | 44,633.78 | AD Adaptive | 1.36 | Goal Outcome | | 11/15/2021 | 7.7 | 0 | 0 |
| Asset allocation | 49.734 M | 25,052.43 | FU FundX | 0.97 | Goal Outcome | | 10/9/2023 | 22.24 | 0 | 0 |
| Asset allocation | 49.467 M | 10,900.75 | CA Cabana | 0.91 | Goal Outcome | | 9/17/2020 | 24.01 | 0 | 0 |
| Asset allocation | 49.452 M | 6,364.455 | TR TrueShares | 0.82 | Goal Outcome | | 6/27/2025 | 27.49 | 0 | 0 |
| Asset allocation | 49.269 M | 9,157.578 | BR Brookstone | 0.99 | Goal Outcome | | 9/28/2023 | 33.26 | 0 | 0 |
WI | Asset allocation | 47.795 M | 6,798.986 | WI WisdomTree | 0.32 | Goal Outcome | | 5/20/2021 | 39.17 | 0 | 0 |
PI | Asset allocation | 47.45 M | 27,456.03 | PI PIMCO | 0.18 | Goal Outcome | | 1/15/2026 | 45.74 | 0 | 0 |
| Asset allocation | 47.352 M | 11,361.94 | AB American Beacon | 0.95 | Goal Outcome | | 8/31/2023 | 28.55 | 0 | 0 |
FI | Asset allocation | 47.247 M | — | FI Fidelity | 0.69 | Goal Outcome | | 1/16/2020 | 15.8 | 0 | 0 |
| Asset allocation | 46.377 M | 9,666.2 | CA Cabana | 0.82 | Goal Outcome | | 9/16/2020 | 23.3 | 0 | 0 |
| Asset allocation | 45.484 M | 12,050.65 | BR Brookstone | 1.46 | Goal Outcome | | 9/28/2023 | 27.45 | 0 | 0 |
| Asset allocation | 45.326 M | 9,058.496 | BR Brookstone | 1.06 | Goal Outcome | | 9/28/2023 | 31.93 | 0 | 0 |