| Name | Title | City, State | Date |
|---|---|---|---|
| Jon A. Barwick | President, Chief Compliance Officer | Seattle, Washington | 07 Jan 2026 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| BADGLEY PHELPS & BELL INC | $2,694,613,000 | Seattle, WA | 028-04032 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $16,564,030,234 | Irving, TX | 028-13508 |
| BRINKER CAPITAL INC | $3,133,819,000 | Berwyn, PA | 028-14331 |