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Holdings

ETF Holdings

Name Assets
Vanguard Total Bond Market Index Fund $93,453,000
iShares Russell 1000 Growth ETF $72,967,000
iShares 20+ Year Treasury Bond ETF $61,829,000
SPDR S&P 500 ETF Trust $56,823,000
WisdomTree Europe Hedged Equity Fund $53,512,000
WisdomTree Japan Hedged Equity Fund $48,769,000
iShares National Muni Bond ETF $38,374,000
ProShares Short Dow30 $32,491,000
JPMorgan Alerian MLP Index Exchange Traded Notes $27,459,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $25,853,000
iShares MSCI India ETF $24,139,000
Vanguard Total Stock Market Index Fund $19,940,000
IQ Hedge Multi-Strategy Tracker ETF $19,247,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $18,626,000
ProShares UltraPro QQQ $17,928,000
iShares US Home Construction ETF $17,795,000
SPDR S&P Dividend ETF $15,136,000
iShares Russell 1000 ETF $13,955,000
iShares MSCI Italy Capped ETF $12,936,000
iShares MSCI KLD 400 Social ETF $12,387,000
iShares Gold Trust $11,783,000
iShares MSCI EAFE ETF $11,330,000
iShares Currency Hedged MSCI Germany ETF $10,900,000
iShares Russell Mid-Cap Growth ETF $10,876,000
Technology Select Sector SPDR Fund $10,159,000
ProShares Short Russell2000 $9,876,000
WisdomTree Japan Hedged Real Estate Fund $7,906,000
Energy Select Sector SPDR Fund $7,247,000
Financial Select Sector SPDR Fund $6,983,000
iShares Core Moderate Allocation ETF $6,455,000
iShares Core S&P Mid-Cap ETF $5,983,000
SPDR Nuveen Bloomberg Barclays Municipal Bond ETF $5,796,000
Guggenheim S&P Spin-Off ETF $5,756,000
iShares Russell 3000 ETF $5,373,000
Guggenheim Insider Sentiment ETF $5,030,000
Vanguard Total International Stock Index Fund $4,623,000
Vanguard 500 Index Fund $4,345,000
iShares Core Aggressive Allocation ETF $3,772,000
SPDR S&P MidCap 400 ETF $3,665,000
Vanguard Total International Bond Index Fund $3,604,000
iShares MSCI Japan ETF $2,952,000
iShares Russell 1000 Value ETF $2,887,000
iShares US Real Estate ETF $2,883,000
iShares Edge MSCI Min Vol USA ETF $2,881,000
iShares Core MSCI Emerging Markets ETF $2,621,000
SPDR S&P Emerging Asia Pacific ETF $2,369,000
iShares MSCI United Kingdom ETF $2,288,000
Vanguard Emerging Markets Stock Index Fund $1,942,000
iShares MSCI Emerging Markets ETF $1,767,000
iShares MSCI Germany ETF $1,538,000
iShares TIPS Bond ETF $1,511,000
iShares Select Dividend ETF $1,449,000
Credit Suisse Cushing 30 MLP Index $1,289,000
iShares MSCI Pacific ex Japan ETF $1,191,000
SPDR S&P Homebuilders ETF $1,164,000
iShares MSCI Taiwan Capped ETF $1,061,000
iShares MSCI ACWI ex US ETF $1,033,000
iShares MSCI South Korea Capped ETF $1,004,000
PowerShares Global Listed Private Equity Portfolio $986,000
iShares MSCI Canada ETF $969,000
iShares Core US Aggregate Bond ETF $916,000
iShares China Large-Cap ETF $881,000
iShares Russell 2000 ETF $874,000
ProShares Short MSCI EAFE $787,000
iShares US Preferred Stock ETF $779,000
iShares MSCI France ETF $747,000
Vanguard High Dividend Yield Index Fund $639,000
iShares India 50 ETF $565,000
Vanguard Extended Market Index Fund $554,000
iShares MSCI Brazil Capped ETF $418,000
iShares MSCI Mexico Capped ETF $408,000
iShares MSCI South Africa ETF $389,000
iShares JPMorgan USD Emerging Markets Bond ETF $347,000
iShares MSCI Europe Financials ETF $316,000
iShares MSCI Indonesia ETF $305,000
iShares Russell 2000 Growth ETF $291,000
VanEck Vectors Russia ETF $228,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $20.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 59K
        Accounts
      • $354.7K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    59

    name start date
    Walter Byron Mcclennen
    November 2006
    Christopher Pennock Hart
    February 2014
    Sterling Tyler Moore
    April 2018
    Gregory Charles Keck
    March 2007
    Frank Jason Pizzichillo
    May 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Brinker Capital Securities, Inc. Broker-Dealer --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Irwin Charles Widger Executive Chairman July, 2012 50% to 75%
        Noreen Darcy Beaman Chief Executive Officer July, 2012 5% to 10%
        Philip Francis Green Chief Financial Officer January, 2004 less than 5%
        Brian Michael Ferko Chief Compliance Officer November, 2010 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets