Brandywine Global Investment Management, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $53,057,098,257 of assets under management and employs about 121 people. Brandywine Global Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and asset-based fee from model-only recipients.

Abrdn Inc. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $50,869,295,917 of assets under management and employs about 266 people. Abrdn Inc. uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and reimbursement of expenses (per part 2a).

Clark Capital Management Group Inc is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $21,934,965,431 of assets under management and employs about 129 people. Clark Capital Management Group Inc uses a fee structure of and a percentage of assets under your management.

Xponance, Inc. is an investment adviser registered with the SEC, established on April 1, 2020, succeeding FIS Group, Inc. and Piedmont Investment Advisors, Inc. Xponance offers equity and fixed income investment strategies on a discretionary and non-discretionary basis, including separately managed accounts and commingled fund options. The firm specializes in constructing multi-manager portfolios primarily comprised of emerging managers, aiming to generate above-benchmark returns. Xponance provides investment sub-advisor services for fixed income portfolios managed by T. Rowe Price Associates. The firm manages the FIS Group Collective Investment Trust and the S&P 500 Index CIT for Comerica Bank & Trust. Xponance operates on a fee-only basis, charging fees based on a percentage of assets under management, with tiered fee structures. The firm has a minimum account size requirement for various asset classes and investment strategies. Clients have the option to participate in wrap fee programs and may request performance-based fee structures. Xponance does not engage in soft dollar arrangements and does not receive compensation from sources other than clients. The firm does not have custody of client assets and provides proxy voting services for client securities based on client preferences. Xponance does not have any disciplinary information to disclose.

Glenmede Investment Management LP, established in Philadelphia, offers equity, fixed income, and liquid alternatives portfolios primarily in U.S. markets. As of December 31, 2022, the firm managed over $11 billion in assets on a discretionary basis for institutional investors, high-net-worth individuals, and sub-advised clients of The Glenmede Trust Company. GIM provides services to wrap platform sponsors and overlay sponsors, offering various strategies with minimum investments ranging from $5 million to $25 million. The firm charges management fees based on a percentage of assets under management, with fees subject to negotiation based on factors like account size and historic relationships. GIM does not charge performance-based fees and acts as a fiduciary, providing investment discretion to clients. The firm's investment strategies include fundamental equity, quantitative equity, and fixed income approaches, integrating ESG factors into its analysis. GIM's Code of Ethics emphasizes confidentiality, insider trading prevention, and personal securities trading procedures. The firm reviews client accounts regularly, provides performance reports, and votes client securities unless directed otherwise. GIM's privacy policy ensures the confidentiality of clients' non-public personal information, with strict security measures in place.

Cooke & Bieler, L.P. is an institutional and private asset manager founded in 1949, managing approximately $11.37 billion in assets as of December 31, 2024. The firm specializes in domestic equity value management, offering strategies such as Large Cap Value, Mid Cap Value, All Cap Value, Small Cap Value, SMID Cap Value, Concentrated Value, and Balanced. Clients can have discretionary or non-discretionary accounts, with the firm providing tailored portfolios for high net worth individuals. Cooke & Bieler charges fees based on a tiered structure, with discounts for charitable clients. The firm may accept performance-based fees under certain conditions. Investment discretion varies based on client preferences, with the firm typically having discretion over accounts. Cooke & Bieler follows a traditional, conservative value investment strategy, focusing on long-term investments. The firm discloses its brokerage practices, including soft dollar arrangements and order aggregation policies. Clients receive regular account reviews and detailed quarterly reports. Cooke & Bieler emphasizes client privacy and data security, with strict policies in place to protect personal information.

Llr Management Holdco, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $4,593,470,835 of assets under management and employs about 113 people. Llr Management Holdco, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and value creation fees.

Llr Walnut, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $4,443,726,112 of assets under management and employs about 97 people. Llr Walnut, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and value creation fees.

Lubert-adler Management Company, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $2,950,593,083 of assets under management and employs about 35 people. Lubert-adler Management Company, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and asset, acquisition, development, disposition & origination fees.