List of Other Included Managers: |
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. |
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.] |
|
No. |
Name |
Form 13F File No. |
CRD No. (if applicable) |
SEC File No. (if applicable) |
CIK |
|
2 |
ALTA CAPITAL MANAGEMENT LLC/ |
028-05119 |
|
|
0001093589 |
|
4 |
Legg Mason Private Portfolio Group, LLC |
028-12558 |
|
|
0001409108 |
|
5 |
Clarkston Capital Partners, LLC |
028-15091 |
|
|
0001562855 |
|
6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
028-13334 |
|
|
0001442056 |
|
7 |
EAGLE ASSET MANAGEMENT INC |
|
|
|
0000790502 |
|
9 |
ENVESTNET ASSET MANAGEMENT INC |
|
|
|
0001407543 |
|
11 |
LADENBURG THALMANN ASSET MANAGEMENT |
028-13809 |
|
|
0001483964 |
|
16 |
SYNTAX RESEARCH, INC. |
|
|
|
|
|
18 |
WEDGEWOOD PARTNERS INC |
028-05973 |
|
|
0000859804 |
|
19 |
ZACKS INVESTMENT MANAGEMENT |
028-04587 |
|
|
0001086483 |
|
22 |
Charles Schwab Investment Advisory, Inc. |
028-14153 |
|
|
0001501902 |
|
23 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
028-05792 |
|
|
0001021223 |
|
24 |
MANAGED ASSET PORTFOLIOS, LLC |
028-16090 |
|
|
0001600999 |
|
25 |
Astor Investment Management LLC |
|
|
|
0001598416 |
|
26 |
St. James Investment Company, LLC |
028-14071 |
|
|
0001504492 |
|
28 |
POLEN CAPITAL MANAGEMENT LLC |
028-03687 |
|
|
0001034524 |
|
30 |
Raub Brock Capital Management LP |
028-15157 |
|
|
0001554656 |
|
31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC |
028-04691 |
|
|
0001056593 |
|
32 |
ROOSEVELT INVESTMENT GROUP LLC |
028-03511 |
|
|
0001020617 |
|
33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC |
028-04558 |
|
|
0000932859 |
|
34 |
Copeland Capital Management, LLC |
028-14668 |
|
|
0001541743 |
|
36 |
55I, LLC |
|
|
|
0001730242 |
|
39 |
BTS Asset Management, Inc. |
|
|
|
0001532842 |
|
40 |
NAVELLIER & ASSOCIATES INC |
028-02824 |
|
|
0000872163 |
|
41 |
CONGRESS ASSET MANAGEMENT CO /MA |
028-03434 |
|
|
0000897378 |
|
43 |
BlackRock Investment Management, LLC |
028-12016 |
|
|
0001305227 |
|
45 |
Dorsey Wright & Associates |
028-12076 |
|
|
0001376772 |
|
46 |
Ethic Inc. |
|
|
|
0001780570 |
|
48 |
AMERICAN CENTURY INVESTMENT MANAGEMENT INC |
|
|
|
0000052388 |
|
49 |
Aptus Capital Advisors, LLC |
|
|
|
0001664193 |
|
50 |
ALLIANCEBERNSTEIN L.P. |
|
|
|
0001109448 |
|
51 |
ADHESION WEALTH ADVISOR SOLUTIONS, INC. |
|
|
|
0001113802 |
|
52 |
FEDERATED INVESTMENT MANAGEMENT CO |
028-04377 |
|
|
0001086433 |
|
53 |
TCW INVESTMENT MANAGEMENT Co LLC |
|
|
|
0001145263 |
|
54 |
Brown Advisory LLC |
028-05775 |
|
|
0001114667 |
|
60 |
Weatherstone Capital Management |
|
|
|
0001535578 |
|
61 |
HARDING LOEVNER LP |
028-04434 |
|
|
0000928196 |
|
63 |
WCM INVESTMENT MANAGEMENT, LLC |
028-07104 |
|
|
0001061186 |