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    Holdings

    ETF Holdings

    Name Assets
    Vanguard Russell 1000 Value Index Fund $10,962,000
    First Trust Senior Loan Fund $6,404,000
    iShares Core Dividend Growth ETF $4,998,000
    Pacer Trendpilot 450 ETF $4,758,000
    YieldShares High Income ETF $4,551,000
    iShares iBonds Sep 2017 Term Muni Bond ETF $3,838,000
    Global X SuperDividend Alternatives ETF $3,714,000
    iShares Short Maturity Municipal Bond ETF $3,299,000
    iShares iBonds Sep 2019 Term Muni Bond ETF $2,865,000
    Alps Equal Sector Weight ETF $2,233,000
    iShares iBonds Dec 2021 Term Muni Bond ETF $2,019,000
    Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $1,942,000
    Guggenheim BulletShares 2020 High Yield Corporate Bond ETF $1,772,000
    iShares Interest Rate Hedged High Yield Bond ETF $1,721,000
    Vanguard S&P Small-Cap 600 Index Fund $1,701,000
    VanEck Vectors Biotech ETF $1,648,000
    Oppenheimer Mid Cap Revenue ETF $1,615,000
    Victory CEMP US 500 Volatility Wtd Index ETF $1,595,000
    Pacer Trendpilot 750 ETF $1,559,000
    SPDR SSgA Multi-Asset Real Return ETF $1,547,000
    VanEck Vectors BDC Income ETF $1,525,000
    PureFunds ISE Cyber Security ETF $1,453,000
    iShares Edge MSCI USA Value Factor ETF $1,436,000
    First Trust Enhanced Short Maturity ETF $1,393,000
    Oppenheimer Ultra Dividend Revenue ETF $1,321,000
    SPDR Bloomberg Barclays Short Term Treasury ETF $1,299,000
    PowerShares Global Short Term High Yield Bond Portfolio $1,283,000
    Reality Shares DIVS ETF $1,192,000
    iShares Ultra Short-Term Bond ETF $1,101,000
    Oppenheimer Small Cap Revenue ETF $1,078,000
    Vanguard Russell 3000 Index Fund $992,000
    First Trust Low Duration Opportunities ETF $946,000
    PowerShares DWA Consumer Staples Momentum Portfolio $818,000
    PowerShares International BuyBack Achievers Portfolio $809,000
    ProShares S&P MidCap 400 Dividend Aristocrats ETF $760,000
    iShares International Aggregate Bond ETF $754,000
    Guggenheim S&P SmallCap 600 Pure Growth ETF $731,000
    SPDR Bloomberg Barclays Aggregate Bond ETF $722,000
    ARK Industrial Innovation ETF $693,000
    Guggenheim BulletShares 2021 Corporate Bond ETF $655,000
    Vanguard Russell 2000 Value Index Fund $630,000
    Guggenheim Total Return Bond ETF $590,000
    SPDR S&P 500 High Dividend ETF $572,000
    iShares Morningstar Mid-Cap ETF $562,000
    Vanguard International High Dividend Yield Index Fund $548,000
    iShares Core 1-5 Year USD Bond ETF $540,000
    ProShares Russell 2000 Dividend Growers ETF $441,000
    Pacer Trendpilot 100 ETF $423,000
    PowerShares DWA Financial Momentum Portfolio $420,000
    Vanguard Russell 1000 Index Fund $417,000
    Principal EDGE Active Income ETF $410,000
    Victory CEMP US EQ Income Enhanced Volatility Wtd Index ETF $410,000
    iShares Core 10+ Year USD Bond ETF $410,000
    Fidelity MSCI Information Technology Index ETF $406,000
    iShares Edge MSCI Multifactor Intl ETF $396,000
    FlexShares International Quality Dividend Index Fund $394,000
    PowerShares KBW High Dividend Yield Financial Portfolio $391,000
    Vanguard Intermediate-Term Government Bond Index Fund $388,000
    UBS Exchange Traded Access Securities (E-TRACS) Wells Fargo BDC Index $386,000
    iShares Edge MSCI Min Vol Europe ETF $373,000
    iShares Edge MSCI Multifactor USA ETF $369,000
    ProShares High Yield-Interest Rate Hedged $361,000
    iShares iBonds Dec 2022 Term Muni Bond ETF $360,000
    AdvisorShares Newfleet Multi-Sector Income ETF $352,000
    iShares Global REIT ETF $352,000
    iShares MSCI Malaysia ETF $350,000
    iShares MSCI Italy Capped ETF $348,000
    First Trust STOXX European Select Dividend Index Fund $342,000
    First Trust NASDAQ Rising Dividend Achievers ETF $326,000
    ProShares Morningstar Alternatives Solution ETF $325,000
    PowerShares DWA Healthcare Momentum Portfolio $321,000
    Guggenheim S&P Small Cap 600 Equal Weight ETF $297,000
    WisdomTree Total Dividend Fund $295,000
    O'Shares FTSE Europe Quality Dividend ETF $275,000
    PIMCO Low Duration Active Exchange-Traded Fund $271,000
    SPDR Russell 2000 ETF $269,000
    PowerShares DWA Tactical Multi-Asset Income Portfolio $262,000
    O'Shares FTSE Europe Quality Dividend Hedged ETF $258,000
    Reality Shares DIVCON Leaders Dividend ETF $237,000
    iShares Morningstar Mid-Cap Growth ETF $234,000
    First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $230,000
    PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $223,000
    FlexShares Morningstar US Market Factor Tilt Index Fund $217,000
    First Trust Small Cap Growth AlphaDEX Fund $216,000
    iShares Core Total USD Bond Market ETF $216,000
    VanEck Vectors Steel ETF $213,000
    Guggenheim S&P SmallCap 600 Pure Value ETF $210,000
    Direxion Zacks MLP High Income Index Shares $195,000
    PureFunds ISE Junior Silver (Small Cap Miners/Explorers) ETF $192,000
    VanEck Merk Gold Trust $120,000

      Assets

      Assets

      Last updated on Sept. 1, 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

      587

      name start date
      Nicholas Olesen, CFP®, CRPC®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      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