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Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Receivables Performance Management LLC engages in the provision of billing and collection services. Its services include telemarketing, outsourcing and pre-collection, early age reactivation, and small balance portfolio. The firm serves industries bankcard and financial, telecommunications, utilities, retail, healthcare, commercial, state and local government, small balance accounts, and national legal services industries. The company was founded by Howard L. George in August 2002 and is headquartered in Lynnwood, WA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Helix Education, Inc. offers data-driven services and technologies for the enrollment growth of higher education. Its solutions include outsourced program management, enrollment marketing, and retention services. The company was founded by Edwin Ray Patterson on May 22, 2005 and is headquartered in Englewood, CO.

The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

The Oregon Entrepreneurs Network provides investment assistance. The non-profit company is based in Portland, OR and has subsidiaries in the United States.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX,

Anvil Media, Inc. offers search engine marketing services. It specializes in search engine optimization, pay-per-click management, online reputation management and social media marketing services. It also offers paid media, social media, content marketing, analytics and website development services. The company was founded by Kent Lewis in 2000 and it is headquartered in Portland, OR.

SMART Reading offers literacy support to children. It helps kids become confident readers by providing individual volunteer attention and new, take-home books. The company was founded in 1992 and is headquartered in Portland, OR.

Wells & Co. provides general construction services. The private company is based in Spokane, WA.

Inland Northwest Health Services provides health care services. It offers COHE Community of Eastern Washington, community wellness, engage and health training services. The company was founded in 1994 and is headquartered in Spokane, WA.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Ankur Fincon Management Pvt Ltd (Ankur Fincon Management) is a venture capital firm founded in 2011 by Rema Subramanian and Ritu Verma. The firm is headquartered in Maharashtra, India.

Datamark, Inc. is a business process outsourcing company. It offers business reengineering, imaging and document scanning, document processing, business continuity planning, and enterprise content management services. The firm serves the healthcare, transportation, retail, and manufacturing, insurance outsourcing, energy and utilities, and government industries. The company was founded by Willliam J. Holmes and Becky Holmes in 1989 and is headquartered in El Paso, TX.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.