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    Holdings

    ETF Holdings

    Name Assets
    iShares iBonds Sep 2017 Term Muni Bond ETF $3,547,000
    SPDR S&P 600 Small Cap ETF $2,155,000
    iShares Morningstar Mid-Cap Value ETF $1,312,000
    Alps Equal Sector Weight ETF $1,218,000
    PowerShares Dynamic Large Cap Value Portfolio $1,071,000
    PowerShares DWA Consumer Staples Momentum Portfolio $765,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $760,000
    SPDR S&P 400 Mid Cap Growth ETF $727,000
    iShares Morningstar Mid-Cap ETF $582,000
    Fidelity NASDAQ Composite Index Tracking Stock $578,000
    PowerShares DWA Technology Momentum Portfolio $564,000
    PowerShares Dynamic Media Portfolio $553,000
    PowerShares Dynamic Semiconductors Portfolio $526,000
    Guggenheim Mid-Cap Core ETF $515,000
    WisdomTree SmallCap Earnings Fund $496,000
    PowerShares DWA Financial Momentum Portfolio $467,000
    iShares Morningstar Small-Cap Value ETF $453,000
    PowerShares DWA Energy Momentum Portfolio $410,000
    SPDR S&P 400 Mid Cap Value ETF $402,000
    PowerShares KBW High Dividend Yield Financial Portfolio $379,000
    FlexShares International Quality Dividend Index Fund $360,000
    First Trust Cloud Computing ETF $338,000
    Schwab Short-Term US Treasury ETF $303,000
    SPDR S&P Emerging Europe ETF $288,000
    SPDR S&P 500 Value ETF $282,000
    Guggenheim S&P 500 Equal Weight Financials ETF $276,000
    WisdomTree Total Dividend Fund $256,000
    PowerShares Dynamic Building & Construction Portfolio $244,000
    iShares Morningstar Mid-Cap Growth ETF $223,000
    WisdomTree Global ex-US Quality Dividend Growth Fund $214,000
    PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $211,000
    First Trust STOXX European Select Dividend Index Fund $159,000

      Assets

      Assets

      Last updated on April 23, 2017
        • $11.9B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 54K
          Accounts
        • $219.8K
          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

      575

      name start date
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      Nicholas Olesen, CFP®, CRPC®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Luis Alfonso Granados
      December 2014
      David Breault
      October 2011

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John Patric Hyland Managing Member, Chief Executive Officer, And Managing Director December, 2010 50% to 75%
        Patrick James Sullivan Managing Member, Chief Compliance Officer And Managing Director December, 2010 50% to 75%
        Robert Karl Koster Compliance Director March, 2011 less than 5%
        James Daniel Sullivan Managing Director June, 2014 less than 5%
        James J Perhacs Managing Director June, 2014 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Subscription Fees
          • Fixed Fees
          • Other