Artisan Partners Limited Partnership is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $128,675,520,784 of assets under management and employs about 483 people. Artisan Partners Limited Partnership uses a fee structure of a percentage of assets under your management and performance-based fees.

Fiduciary Management, Inc. is an independent money management firm founded in 1980 and based in Milwaukee, Wisconsin. The firm specializes in equity investing strategies with a value discipline rooted in fundamental research. Fiduciary Management, Inc. manages assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Family of Funds. The firm offers six equity investment strategies, including Large-Cap, Small-Cap, All-Cap, International Equity, Focused Global Equity, and Global Equity. Fiduciary Management, Inc. does not offer financial planning services or advise on the selection of other money managers or mutual funds not managed by the firm. The minimum initial investment for separately managed accounts ranges from $1 million to $3 million, depending on the strategy. The firm charges management fees based on a tiered fee schedule, with fees ranging from 0.35% to 0.85% based on the investment strategy and account size. As of December 31, 2024, Fiduciary Management, Inc. had $15.0 billion in assets under management, all of which were discretionary assets. The firm acts as a sub-adviser to unaffiliated mutual funds and manages client accounts through wrap fee programs and unified managed accounts. Fiduciary Management, Inc. does not have any legal or disciplinary events to report and does not accept compensation from any person or entity for the sale of securities or other investment products.

Johnson Wealth Inc. is an investment advisory firm under the Johnson Financial Group, providing services to high-net-worth individuals, families, organizations, and entities since 2003 (with predecessor firms dating back to 1987). With approximately $7.4 billion in discretionary assets and $1.7 billion in non-discretionary assets as of December 31, 2024, Johnson Wealth tailors investment strategies to individual client needs. They offer discretionary and non-discretionary advisory services, focusing on asset allocation, investment policy development, and fund selection. Clients can negotiate specific services and restrictions. The firm primarily manages accounts on a discretionary basis, making investment decisions guided by client policies. Johnson Wealth also offers pre-retirement planning services, including managing accounts through 401(k) plans. Fees are negotiable based on assets and services, with a tiered fee structure starting at 1.00% for the first $2 million. Clients may pay additional fees for third-party services and investments. The firm acts as a fiduciary, with a Code of Ethics ensuring client interests are prioritized. Johnson Wealth discloses affiliations, potential conflicts of interest, and maintains oversight committees to manage conflicts and ensure fair treatment of clients. They provide detailed information on methods of analysis, investment strategies, risk factors, custody practices, and voting client securities. The firm has no disciplinary events to disclose and maintains sound financial standing.

Nicholas Company, Inc. is a privately owned independent investment advisory firm founded in 1967 and based in Milwaukee, Wisconsin. The firm specializes in managing assets for domestic institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the Nicholas Family of Funds. Their investment philosophy focuses on long-term returns by investing in small-, mid-, and large-sized companies at reasonable prices. Nicholas offers equity strategies such as Multi-cap Growth, Mid-cap Growth, Small-cap Growth, and Equity Income. The firm typically provides investment management services on a discretionary basis and does not offer financial planning services. The minimum initial investment for a discretionary account is generally $1 million, but lower initial investments may be accepted based on additional investment potential. Nicholas charges management fees based on a tiered fee schedule for separately managed accounts. The firm may also participate in wrap fee programs, where clients pay a fee to the Program Sponsor for combined services. Nicholas may accept performance-based fees from qualified clients with investments of $75,000,000 or more. The firm may engage in side-by-side management, where accounts with performance-based fees may receive different investment recommendations than those with asset-based fees. Nicholas follows a disciplined investment approach based on fundamental research and aims to provide stability and downside protection for client portfolios. The firm does not have any legal or disciplinary events to report.

Geneva Capital Management LLC, established in January 1987, is an investment advisory firm specializing in growth stock investments in U.S. companies. The firm offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals, focusing on Small Cap, SMID Cap, Mid Cap, and All Cap growth stock investing. Additionally, Geneva provides fixed income investment services using various securities like corporate bonds and municipal bonds. Clients can impose reasonable restrictions on investments, and each account is subject to a written investment advisory agreement. Geneva participates in wrap fee programs, managing client assets on a discretionary basis. The firm's fee structure is typically a percentage of the account's market value, with fees negotiable based on account size and service requirements. Geneva may receive soft dollar benefits from broker-dealers for research services. The firm's investment strategies are based on fundamental analysis, aiming for long-term capital appreciation while managing risks. Geneva has no disciplinary events to disclose and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive quarterly reports detailing account holdings and transactions. Geneva does not compensate third parties for client referrals and holds client assets with qualified custodians to avoid custody. The firm provides voting services for client securities and has no financial conditions impairing its commitments. Additional fee schedules for institutional separate accounts are available in the brochure's Appendix A.

Annex Wealth Management, LLC is a financial advisory firm based in Elm Grove, Wisconsin. It currently has approximately $4,914,477,327 of assets under management and employs about 139 people. Annex Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Provident Trust Company, a registered investment adviser founded in 1999, offers integrated financial forecasting, portfolio management, and trust services. The firm's principal owners are J. Scott Harkness and trusts for his family's benefit. Provident manages equity, balanced, and fixed income portfolios, as well as serving as an adviser to a mutual fund and model portfolio adviser to unified managed accounts. Investment Strategies: - Equity Strategy: Utilizes a multi-cap core growth strategy focusing on companies with above-average historical sales and earnings. - Balanced Strategy: Combines multi-cap core growth equity strategy with fixed income to produce a balanced portfolio. - Fixed Income Strategy: Aims to provide steady income and principal stability with investments in fixed income ETFs and individual fixed income securities. Fees and Compensation: - Annual fees range from 0.60% to 0.80% based on the account size, with a minimum individually managed client relationship of $3 million. - Fees are billed monthly in arrears based on the account value at month-end. Investment Discretion: - Provident typically receives discretionary authority to make investment decisions for client accounts. - Clients may impose investment restrictions. Client Types: - Provides services to individuals, high net worth individuals, trusts, corporations, pension plans, charitable institutions, and more. Additional Information: - Provident does not charge performance-based fees. - The firm does not receive commissions for client referrals. - Provident acts as a custodian for client assets and provides quarterly reports. - Clients may request a copy of Provident's Code of Ethics and proxy voting policies. For more information, contact Provident Trust Company at (262) 521-2300 or [email protected].

Wipfli Financial Advisors, LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $4,652,395,168 of assets under management and employs about 118 people. Wipfli Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Tidal Investments LLC, formerly known as Toroso Investments LLC, is a registered investment adviser founded in March 2012 and based in Milwaukee, WI. The firm specializes in providing investment management services to various clients, including registered investment companies, separately managed accounts, and pension plans. Tidal offers fee-only discretionary and non-discretionary investment management services to individuals, high net worth individuals, family offices, and institutions. The firm also provides pension consulting services to corporate retirement plans and outsourced chief investment officer consulting services to financial advisors. Tidal's investment strategies include outcome-focused asset allocation approaches tailored to each client's risk tolerance and time horizon. The firm offers various portfolio options, such as the Wealth Preservation Series, Target Income Series, and Growth Series, as well as sector-specific and global alpha strategies. Tidal also provides investment management services to non-affiliated UCITS funds registered with the Central Bank of Ireland. Clients of Tidal have the option to engage the firm on a discretionary or non-discretionary basis. Tidal exercises investment discretion for certain funds it advises, selecting securities, brokers, and commission rates. The firm has adopted a Code of Ethics to ensure high standards of business conduct and fiduciary duty to clients. Tidal also has proxy voting policies in place to ensure that proxies are voted in the best economic interest of clients. As of December 31, 2024, Tidal had over $27 billion in regulatory assets under management and advisement. The firm does not have any disciplinary events or financial conditions that impair its ability to meet client commitments. Tidal does not have active solicitation agreements and does not provide compensation for client referrals. Clients' funds and securities are held with qualified custodians, and Tidal provides regular performance reports to clients.