Invesco Capital Management LLC is a financial advisory firm based in Downers Grove, Illinois. It currently has approximately $253,998,164,189 of assets under management and employs about 193 people. Invesco Capital Management LLC uses a fee structure of a percentage of assets under your management and unitary fees.

Balyasny Asset Management L.p. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $184,422,571,256 of assets under management and employs about 1651 people. Balyasny Asset Management L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and pass through of certain expenses.

First Trust Advisors Lp is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $136,984,000,000 of assets under management and employs about 637 people. First Trust Advisors Lp uses a fee structure of a percentage of assets under your management and fixed fees per unit (uits) for portfolio supervisory services.

Hightower Advisors, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $104,306,134,650 of assets under management and employs about 1700 people. Hightower Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and retainer or service fees or some combination of 1, 2, 4, 5 & 7.

LSV Asset Management, established in October 1994, specializes in providing discretionary investment management services for institutional investors and commingled investment funds. The firm manages portfolios of publicly traded global equity securities using a proprietary quantitative model. LSV offers model portfolios and had approximately $91 billion in discretionary assets under management as of December 31, 2024. For fees, LSV's standard managed account investment management fee schedules vary based on asset size and range from 30 to 150 basis points. The minimum account size typically ranges from $10 million to $100 million, with the firm accepting smaller investments on a case-by-case basis. LSV acts as a fiduciary and is a signatory to the Principles for Responsible Investment (PRI), incorporating environmental, social, and governance (ESG) factors into its investment decision-making processes. The firm does not engage in securities lending and does not take physical custody of client assets. LSV's proxy voting responsibilities are managed by an independent third party, Glass Lewis & Co., with a focus on voting in the best interests of clients. The firm's Code of Ethics ensures high ethical standards and compliance with regulatory requirements.

Cibc Private Wealth Advisors, Inc. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $47,918,462,411 of assets under management and employs about 455 people. Cibc Private Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Bdt Capital Partners is a financial advisory firm based in Chicago, Illinois. It currently has approximately $41,035,279,854 of assets under management and employs about 393 people. Bdt Capital Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

Cresset Asset Management, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $40,371,149,166 of assets under management and employs about 383 people. Cresset Asset Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Harbor Capital Advisors, Inc. is a registered investment adviser founded in 1983, offering discretionary and non-discretionary investment advisory services. The firm provides services to various investment vehicles, including mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), and model portfolios. Harbor Capital has assets under management totaling $64.79 billion as of December 31, 2024, managed on a discretionary basis. The firm is a wholly owned subsidiary of ORIX Corporation, a global financial services company based in Tokyo, Japan. Harbor Capital charges advisory fees based on the average net assets of each fund or ETF, with fees paid monthly in arrears. The firm may provide marketing and research support to the broader HANetf sales team and may receive compensation from its affiliates for services provided. Harbor Capital acts as a fiduciary, providing investment discretion to manage client assets. The firm conducts due diligence on subadvisers, monitors their performance, and may replace them if necessary. Investment strategies at Harbor Capital are underpinned by a systematic approach focused on identifying business cycle regimes. The firm's investment process includes regime identification, asset-specific return generation, portfolio optimization, and qualitative discretion. Harbor Capital has adopted a Code of Ethics and Proxy Voting Policies to ensure compliance and transparency in its operations. For further details or specific voting information, clients can contact Harbor Capital's Legal & Compliance department. The firm reports quarterly to clients on performance and compliance matters. Harbor Capital does not act as a custodian for client accounts and has no financial conditions impairing its ability to meet commitments.