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    Holdings

    ETF Holdings

    Name Assets
    Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $13,160,000
    Victory CEMP US 500 Volatility Wtd Index ETF $9,835,000
    iShares Edge MSCI Multifactor USA ETF $8,380,000
    Vanguard Russell 1000 Value Index Fund $7,433,000
    Lattice US Equity Strategy ETF $4,860,000
    iShares Morningstar Mid-Cap Growth ETF $4,602,000
    Oppenheimer Small Cap Revenue ETF $3,987,000
    SPDR SSgA Multi-Asset Real Return ETF $3,617,000
    FlexShares Quality Dividend Defensive Index Fund $3,034,000
    YieldShares High Income ETF $2,955,000
    iShares iBonds Sep 2019 Term Muni Bond ETF $2,915,000
    WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $2,895,000
    Vanguard Russell 2000 Value Index Fund $2,756,000
    SPDR S&P 600 Small Cap ETF $2,571,000
    iShares iBonds Dec 2021 Term Muni Bond ETF $2,463,000
    Pacer Trendpilot 100 ETF $2,393,000
    iShares iBonds Dec 2022 Term Muni Bond ETF $2,283,000
    Oppenheimer Ultra Dividend Revenue ETF $2,164,000
    Vanguard Russell 3000 Index Fund $2,036,000
    iShares Morningstar Large-Cap Value ETF $1,866,000
    Reality Shares DIVCON Leaders Dividend ETF $1,731,000
    ProShares MSCI EAFE Dividend Growers ETF $1,608,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $1,301,000
    ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,071,000
    VanEck Vectors BDC Income ETF $885,000
    iShares Global REIT ETF $833,000
    PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $801,000
    Vanguard Russell 1000 Index Fund $746,000
    First Trust Small Cap Growth AlphaDEX Fund $632,000
    WisdomTree Total Dividend Fund $630,000
    iShares Convertible Bond ETF $620,000
    ProShares Morningstar Alternatives Solution ETF $618,000
    Pacer Trendpilot European Index ETF $610,000
    First Trust Mid Cap Growth AlphaDEX Fund $528,000
    iShares Edge MSCI Multifactor Intl Small-Cap ETF $489,000
    EMQQ The Emerging Markets Internet & Ecommerce ETF $431,000
    Schwab Fundamental Emerging Markets Large Company Index ETF $417,000
    First Trust Value Line 100 Exchange-Traded Fund $385,000
    VanEck Vectors Short High-Yield Municipal Index ETF $368,000
    Fidelity MSCI Information Technology Index ETF $364,000
    SPDR S&P Global Dividend ETF $362,000
    Franklin Liberty Short Duration US Government ETF $351,000
    Principal EDGE Active Income ETF $345,000
    iShares Interest Rate Hedged Corporate Bond ETF $340,000
    iShares Morningstar Small-Cap Value ETF $286,000
    VanEck Vectors Environmental Services ETF $276,000
    ProShares Russell 2000 Dividend Growers ETF $269,000
    SPDR S&P 500 Buyback ETF $252,000
    iShares MSCI Europe Small-Cap ETF $243,000
    US Global Jets ETF $232,000
    First Trust Mega Cap AlphaDEX Fund $231,000
    Cambria Shareholder Yield ETF $216,000
    WisdomTree Europe Quality Dividend Growth Fund $211,000
    Direxion Zacks MLP High Income Index Shares $162,000

      Assets

      Assets

      Last updated on Aug. 22, 2019
        • $19.4B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 81K
          Accounts
        • $238.4K
          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

      631

      name start date
      Lori R. Price, CFP®
      June 2011
      Nicholas Olesen, CFP®, CPWA®
      May 2012
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      Luis Alfonso Granados
      December 2014
      Patrick James Sullivan
      May 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, Managing Director December, 2010 50% to 75%
        James Daniel Sullivan Managing Director June, 2014 less than 5%
        James J Perhacs Managing Director June, 2014 less than 5%
        James Alan Hooks Chief Compliance Officer July, 2019 less than 5%
        Roberta Ladonna Aldrich Chief Marketing Officer And Managing Director July, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

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