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List of Other Included Managers:
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Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
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[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
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No.
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Form 13F File Number
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Name
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2
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028-05119
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ALTA CAPITAL MANAGEMENT LLC/
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|
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4
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028-12558
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FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
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5
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028-15091
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Clarkston Capital Partners, LLC
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6
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028-13334
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CONFLUENCE INVESTMENT MANAGEMENT LLC
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|
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7
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EAGLE ASSET MANAGEMENT INC
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|
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9
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ENVESTNET ASSET MANAGEMENT INC
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|
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11
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028-13809
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LADENBURG THALMANN ASSET MANAGEMENT
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12
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028-14498
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Nuveen Asset Management, LLC
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16
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028-23441
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SYNTAX RESEARCH, INC.
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18
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028-05973
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WEDGEWOOD PARTNERS INC
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19
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028-04587
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ZACKS INVESTMENT MANAGEMENT
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22
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028-14153
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Charles Schwab Investment Advisory, Inc.
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|
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23
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028-05792
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
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|
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24
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028-16090
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MANAGED ASSET PORTFOLIOS, LLC
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|
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25
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Astor Investment Management LLC
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26
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028-14071
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St. James Investment Company, LLC
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28
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028-03687
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POLEN CAPITAL MANAGEMENT LLC
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30
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028-15157
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Raub Brock Capital Management LP
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31
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028-04691
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SCHAFER CULLEN CAPITAL MANAGEMENT INC
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|
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32
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028-03511
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ROOSEVELT INVESTMENT GROUP LLC
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|
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33
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028-04558
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PARAMETRIC PORTFOLIO ASSOCIATES LLC
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|
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34
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028-14668
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Copeland Capital Management, LLC
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|
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36
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55I, LLC
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39
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BTS Asset Management, Inc.
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40
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028-02824
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NAVELLIER & ASSOCIATES INC
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41
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028-03434
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CONGRESS ASSET MANAGEMENT CO
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43
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028-12016
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BlackRock Investment Management, LLC
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|
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45
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028-12076
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Dorsey Wright & Associates
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|
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46
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Ethic Inc.
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|
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48
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AMERICAN CENTURY INVESTMENT MANAGEMENT INC
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|
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49
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Aptus Capital Advisors, LLC
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|
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50
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ALLIANCEBERNSTEIN L.P.
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|
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51
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ADHESION WEALTH ADVISOR SOLUTIONS, INC.
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|
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52
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028-04377
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FEDERATED INVESTMENT MANAGEMENT CO
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53
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TCW INVESTMENT MANAGEMENT Co LLC
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54
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028-05775
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Brown Advisory LLC
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|
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60
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Weatherstone Capital Management
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|
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61
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028-04434
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HARDING LOEVNER LP
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|
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63
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028-07104
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WCM INVESTMENT MANAGEMENT, LLC
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66
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028-20672
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First Trust Direct Indexing L.P.
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71
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028-12283
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Fidelity Institutional Asset Management Trust Co
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72
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028-11952
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DIVIDEND ASSETS CAPITAL, LLC
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73
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Atria Investments, Inc
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|
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74
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028-20247
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Vanguard Personalized Indexing Management, LLC
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|
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75
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
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