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. |
Form 13F File Number |
Name |
|
2 |
028-05119 |
ALTA CAPITAL MANAGEMENT LLC/ |
|
4 |
028-12558 |
Legg Mason Private Portfolio Group, LLC |
|
5 |
028-15091 |
Clarkston Capital Partners, LLC |
|
6 |
028-13334 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
|
7 |
|
EAGLE ASSET MANAGEMENT INC |
|
9 |
|
ENVESTNET ASSET MANAGEMENT INC |
|
11 |
028-13809 |
LADENBURG THALMANN ASSET MANAGEMENT |
|
18 |
028-05973 |
WEDGEWOOD PARTNERS INC |
|
19 |
028-04587 |
ZACKS INVESTMENT MANAGEMENT |
|
23 |
028-05792 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
|
24 |
028-16090 |
MANAGED ASSET PORTFOLIOS, LLC |
|
25 |
|
Astor Investment Management LLC |
|
26 |
028-14071 |
St. James Investment Company, LLC |
|
28 |
028-03687 |
POLEN CAPITAL MANAGEMENT LLC |
|
30 |
028-15157 |
Raub Brock Capital Management LP |
|
31 |
028-04691 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC |
|
32 |
028-03511 |
ROOSEVELT INVESTMENT GROUP LLC |
|
33 |
028-04558 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC |
|
34 |
028-14668 |
Copeland Capital Management, LLC |
|
36 |
|
55I, LLC |
|
39 |
|
BTS Asset Management, Inc. |
|
40 |
028-02824 |
NAVELLIER & ASSOCIATES INC |
|
41 |
028-03434 |
CONGRESS ASSET MANAGEMENT CO /MA |
|
43 |
028-12016 |
BlackRock Investment Management, LLC |
|
45 |
028-12076 |
Dorsey Wright & Associates |
|
46 |
|
Ethic Inc. |
|
48 |
|
AMERICAN CENTURY INVESTMENT MANAGEMENT INC |
|
49 |
|
Aptus Capital Advisors, LLC |
|
50 |
|
ALLIANCEBERNSTEIN L.P. |
|
51 |
|
ADHESION WEALTH ADVISOR SOLUTIONS, INC. |
|
52 |
028-04377 |
FEDERATED INVESTMENT MANAGEMENT CO |
|
53 |
|
TCW INVESTMENT MANAGEMENT Co LLC |
|
54 |
028-05775 |
Brown Advisory LLC |
|
61 |
028-04434 |
HARDING LOEVNER LP |
|
63 |
028-07104 |
WCM INVESTMENT MANAGEMENT, LLC |
|
22 |
028-14153 |
Charles Schwab Investment Advisory, Inc. |
|
60 |
|
Weatherstone Capital Management |