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    Holdings

    ETF Holdings

    Name Assets
    SPDR S&P 600 Small Cap Growth ETF $26,762,000
    iShares MSCI Taiwan Capped ETF $24,056,000
    PowerShares S&P MidCap Low Volatility Portfolio $22,267,000
    PowerShares S&P SmallCap Low Volatility Portfolio $19,079,000
    iShares Edge MSCI USA Momentum Factor ETF $17,210,000
    SPDR S&P 400 Mid Cap Growth ETF $16,046,000
    First Trust Senior Loan Fund $14,994,000
    SPDR S&P 600 Small Cap Value ETF $12,857,000
    First Trust NASDAQ ABA Community Bank Index Fund $11,454,000
    Vanguard Russell 1000 Value Index Fund $9,211,000
    PowerShares KBW High Dividend Yield Financial Portfolio $8,150,000
    O'Shares FTSE US Quality Dividend ETF $7,926,000
    Vanguard S&P Small-Cap 600 Index Fund $7,577,000
    iShares Edge MSCI USA Quality Factor ETF $7,029,000
    PowerShares KBW Premium Yield Equity REIT Portfolio $6,999,000
    SPDR S&P 500 Value ETF $6,808,000
    PowerShares Russell 2000 Pure Value Portfolio $5,848,000
    PowerShares Dynamic Building & Construction Portfolio $5,769,000
    First Trust Cloud Computing ETF $5,490,000
    Highland/iBoxx Senior Loan ETF $5,293,000
    PowerShares S&P SmallCap Materials Portfolio $5,053,000
    SPDR S&P 600 Small Cap ETF $4,923,000
    SPDR Russell 2000 ETF $4,485,000
    SPDR SSGA US Small Cap Low Volatility Index ETF $4,470,000
    Vanguard Intermediate-Term Government Bond Index Fund $3,904,000
    iShares Core 1-5 Year USD Bond ETF $3,789,000
    PowerShares KBW Property & Casualty Insurance Portfolio $3,585,000
    Guggenheim BulletShares 2021 Corporate Bond ETF $3,457,000
    PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $2,926,000
    iShares GNMA Bond ETF $2,788,000
    iShares MSCI Italy Capped ETF $2,652,000
    iShares Edge MSCI USA Value Factor ETF $2,413,000
    WisdomTree Barclays US Aggregate Bond Enhanced Yield Fund $2,394,000
    PowerShares Global Short Term High Yield Bond Portfolio $2,319,000
    iShares 0-5 Year Investment Grade Corporate Bond ETF $2,233,000
    First Trust Total US Market AlphaDEX ETF $1,995,000
    iShares Edge MSCI Min Vol Europe ETF $1,988,000
    SPDR Bloomberg Barclays Long Term Corporate Bond ETF $1,832,000
    SPDR S&P 400 Mid Cap Value ETF $1,794,000
    PowerShares Golden Dragon China Portfolio $1,700,000
    Vanguard International High Dividend Yield Index Fund $1,695,000
    iShares MSCI USA Equal Weighted ETF $1,677,000
    iShares Russell Top 200 ETF $1,500,000
    Guggenheim BulletShares 2022 Corporate Bond ETF $1,352,000
    BLDRS Developed Markets 100 ADR Index Fund $1,329,000
    SPDR MSCI ACWI IMI ETF $1,274,000
    PowerShares Dynamic Oil & Gas Services Portfolio $1,137,000
    Alps Equal Sector Weight ETF $1,010,000
    Cambria Shareholder Yield ETF $998,000
    PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $995,000
    PowerShares DWA SmallCap Momentum Portfolio $929,000
    Guggenheim S&P Small Cap 600 Equal Weight ETF $823,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $814,000
    Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF $718,000
    ETFS Physical Silver Shares $670,000
    PowerShares Russell 2000 Pure Growth Portfolio $640,000
    AdvisorShares Dorsey Wright ADR ETF $566,000
    First Trust Brazil AlphaDEX Fund $554,000
    PowerShares Dynamic Networking Portfolio $464,000
    ProShares Short High Yield $456,000
    iShares MSCI Global Energy Producers ETF $439,000
    iShares Global High Yield Corporate Bond ETF $439,000
    iShares iBonds Mar 2023 Term Corporate ex-Financials ETF $420,000
    iShares Asia/Pacific Dividend ETF $410,000
    PowerShares DWA Consumer Cyclicals Momentum Portfolio $409,000
    WisdomTree Emerging Markets Corporate Bond Fund $402,000
    SPDR STOXX Europe 50 ETF $387,000
    SPDR SSGA US Large Cap Low Volatility Index ETF $367,000
    First Trust Latin America AlphaDEX Fund $358,000
    PowerShares S&P International Developed Quality Portfolio $343,000
    Deutsche X-trackers Russell 1000 Enhanced Beta ETF $329,000
    PowerShares DWA NASDAQ Momentum Portfolio $322,000
    SPDR S&P Global Dividend ETF $310,000
    Direxion NASDAQ-100 Equal Weighted Index Shares $292,000
    QuantShares US Market Neutral Anti-Beta Fund $292,000
    SPDR S&P Global Infrastructure ETF $280,000
    Proshares Short Euro $279,000
    Direxion Daily Technology Bull 3X Shares $273,000
    SPDR Bloomberg Barclays 1-10 Year TIPS ETF $267,000
    SPDR S&P International Financial Sector ETF $265,000
    First Trust Germany AlphaDEX Fund $259,000
    First Trust Global Engineering and Construction ETF $258,000
    PowerShares Russell Midcap Equal Weight Portfolio $240,000
    First Trust Switzerland AlphaDEX Fund $236,000
    Horizons S&P 500 Covered Call ETF $233,000
    EcoLogical Strategy ETF $226,000
    AdvisorShares Madrona Global Bond ETF $201,000
    PowerShares S&P 500 Downside Hedged Portfolio $201,000
    iShares MSCI Global Silver Miners ETF $112,000

      Assets

      Assets

      Last updated on April 13, 2017
        • $112.1B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 531K
          Accounts
        • $211.0K
          Estimated Average Account Balance

      Services

      Firm Services

      There is no Services data available to display at this time.

      Firm Client types

      Advisors

      Current Advisors

      # of advisors

      18,511

      name start date
      Brent Alan Markley
      May 2011
      Randy Neumann, CFP®
      April 2009
      Nicholas Olesen, CFP®, CRPC®
      May 2010
      Bryan Jackson, CFP®
      November 2016
      William Neilson Wheeler
      November 2013

        Affiliated Investment Advisors and Broker Dealers

        Name Type Total Assets
        Fortigent Strategies Company, LLC -- --
        Fortigent, LLC IAR $2,054,881,236
        Lpl Insurance Associates -- --
        The Private Trust Company -- --

          Leadership

          Ownership

          There is no ownership data available to display at this time.

          Executives and Control Persons

          Name Title Tenure Date % Ownership
          David Paul Bergers Managing Director, General Counsel And Government Relations August, 2013 less than 5%
          Dan Hogan Jr Arnold President & Chief Executive Officer January, 2017 less than 5%
          Suzanne Elizabeth Auletta Executive Vice President, Chief Compliance Officer September, 2015 less than 5%
          Tracy Ellen Calder Managing Director, Deputy Chief Risk Officer January, 2016 less than 5%
          William Paul Jr Morrissey Managing Director And Divisional President, Independent Advisor Services March, 2015 less than 5%
          John Andrew Kalbaugh Managing Director And Divisional President, Institution Services March, 2015 less than 5%
          Matthew Jon Audette Chief Financial Officer September, 2015 less than 5%
          Thomas Andrew Gooley Managing Director, Service, Trading & Operations July, 2015 less than 5%
          Michelle Oroschakoff Managing Director, Chief Risk Officer September, 2013 less than 5%
          George Burton White Managing Director, Chief Investment Officer, Research November, 2007 less than 5%
          Victor Peter Iii Fetter Managing Director, Chief Information Officer December, 2012 less than 5%
          Sallie Rebecca Larsen Managing Director, Chief Human Capital Officer May, 2012 less than 5%
            Source: SEC

            Fees

            Types of Compensation Arrangements

            • Percentage Of Assets
            • Hourly Charges
            • Fixed Fees
            • Commissions