Please note: The historical net performance returns reflect the Advisory Fee Schedule as of October 1, 2018.
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A
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AllianceBernstein
- Tax Aware Limited Duration High(opens in a new tab)
- Tax Aware Limited Duration Low (opens in a new tab)
- Tax Aware Limited Duration Medium(opens in a new tab)
- Concentrated International Growth ADR(opens in a new tab)
- Concentrated U.S. Growth(opens in a new tab)
- Municipal High Quality(opens in a new tab)
- Strategic Research(opens in a new tab)
- Strategic Research Balanced (MA)(opens in a new tab)
- Sustainable Global Thematic ADR(opens in a new tab)
- Sustainable International Thematic ADR(opens in a new tab)
- Tax Aware Fixed Income (High, Medium, and Low Tax Brackets)(opens in a new tab)
- Tax Aware Fixed Income (Low Tax Brackets)(opens in a new tab)
- Tax Aware Fixed Income (Medium Tax Brackets)(opens in a new tab)
- Growth(opens in a new tab)
- Core Builder Core Plus(opens in a new tab)
- Core Builder Municipal Income(opens in a new tab)
- Emerging Markets Equity Advantage(opens in a new tab)
- Large Core(opens in a new tab)
- Large Select Growth(opens in a new tab)
- Mid Value(opens in a new tab)
- Municipal Bond Ladder 1-7 Year(opens in a new tab)
- Municipal Bond Ladder 1-10 Year(opens in a new tab)
- Municipal Bond Ladder 1-20 Year(opens in a new tab)
- Small/Mid Cap Core(opens in a new tab)
- Small/Mid Cap Growth(opens in a new tab)
- Value(opens in a new tab)
- U.S. Focused Dynamic Growth(opens in a new tab)
- U.S. Mid Cap Value Equity (opens in a new tab)
- U.S. Small Cap Growth (opens in a new tab)
- Fundamental Growth(opens in a new tab)
- Pioneer (opens in a new tab)
- Equity Income (opens in a new tab)
- Aperio-BlackRock Active Tax Foreign Developed ex Canada(opens in a new tab)
- Aperio-BlackRock Active Tax Global Ex-U.S.(opens in a new tab)
- Aperio-BlackRock Active Tax Global Indexing(opens in a new tab)
- Aperio-BlackRock Active Tax Total U.S. Market(opens in a new tab)
- Aperio-BlackRock Active Tax U.S. Large Cap(opens in a new tab)
- Aperio-BlackRock Active Tax U.S. Large Cap Dividend Yield Tilt(opens in a new tab)
- Full Custom Total U.S. Market SRI(opens in a new tab)
B
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Bahl & Gaynor, Inc.
Barksdale Investment Management
- Core Aggregate Controlled Risk(opens in a new tab)
- Diversified Value Equity(opens in a new tab)
- Intermediate(opens in a new tab)
- Short Controlled Risk(opens in a new tab)
- Capital Appreciation(opens in a new tab)
- Enhanced Intermediate Muni(opens in a new tab)
- International Dividend ADR(opens in a new tab)
- Laddered Municipal Fixed Income 1-5 Years(opens in a new tab)
- Laddered Municipal Fixed Income 1-10 Years(opens in a new tab)
- Laddered Municipal Fixed Income 5-15 Years(opens in a new tab)
- Laddered Municipal Fixed Income 10-20 Years(opens in a new tab)
- Municipal Opportunity Fixed Income(opens in a new tab)
- Enhanced Long Term Municipal Fixed Income(opens in a new tab)
- Enhanced Short Term Municipal Fixed Income(opens in a new tab)
- Equity Dividend (opens in a new tab)
- Flexible Intermediate Taxable Fixed Income (opens in a new tab)
- Global Dividend (opens in a new tab)
- Intermediate Corporate Fixed Income (opens in a new tab)
- Large Cap Core(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Managed Account Core Bond(opens in a new tab)
- Managed Account Short Duration(opens in a new tab)
- PPM Fundamental Core Taxable Fixed Income(opens in a new tab)
- PPM Intermediate Municipal(opens in a new tab)
- PPM Intermediate Taxable Fixed Income(opens in a new tab)
- PPM Long Term Municipal Fixed Income(opens in a new tab)
- PPM Short Term Municipal Fixed Income(opens in a new tab)
- PPM Short Term Taxable Fixed Income(opens in a new tab)
- BNYM Newton Dynamic Value(opens in a new tab)
- BNYM Newton Global Equity(opens in a new tab)
- BNYM Newton Global Natural Resources(opens in a new tab)
- BNYM Newton International Equity(opens in a new tab)
- BNYM Newton Large Cap Growth(opens in a new tab)
- BNYM Newton Small Mid Cap Growth(opens in a new tab)
- BNYM Walter Scott International Stock ADR(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Mid Cap Value (opens in a new tab)
- Small/Mid Cap Value(opens in a new tab)
- Emerging Markets Value ADR(opens in a new tab)
- Global ADR Equity(opens in a new tab)
- International (ADR) Equity(opens in a new tab)
- U.S. Value Equity(opens in a new tab)
- Intermediate Government Credit Gender Lens(opens in a new tab)
- Intermediate Government Credit Strategy(opens in a new tab)
- Intermediate Sustainable Government Credit(opens in a new tab)
- Intermediate Sustainable Tax-Efficient Strategy(opens in a new tab)
- Intermediate Tax-Efficient Strategy(opens in a new tab)
C
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Calamos Advisors
Calvert Investment Management
- International Equity(opens in a new tab)
- International Responsible Index Concentrated(opens in a new tab)
- Small Cap(opens in a new tab)
- U.S. Large Cap Core Responsible Index Concentrated(opens in a new tab)
- U.S. Large Cap Diversity Concentrated Index(opens in a new tab)
- U.S. Large Cap Growth Responsible Index Concentrated (opens in a new tab)
- U.S. Large Cap Value Responsible Index Concentrated (opens in a new tab)
- U.S. Mid Cap Responsible Index Concentrated (opens in a new tab)
- Europe Select ADR(opens in a new tab)
- International Equity ADR(opens in a new tab)
- Large Cap Value(opens in a new tab)
- SMID Value(opens in a new tab)
- Global Equity ADR (opens in a new tab)
- Global Growth ADR(opens in a new tab)
- International Equity ADR(opens in a new tab)
- International Growth ADR(opens in a new tab)
- Intermediate Municipal (opens in a new tab)
- Long Municipal (opens in a new tab)
- Short Municipal (opens in a new tab)
- U.S. Conservative Growth & Income(opens in a new tab)
- U.S. Equity(opens in a new tab)
- U.S. Flexible Growth (opens in a new tab)
- U.S. Flexible Growth and Income (opens in a new tab)
- U.S. Growth(opens in a new tab)
- U.S. Income & Growth(opens in a new tab)
- World Dividend Growers(opens in a new tab)
- Mid Cap Value(opens in a new tab)
- Short Duration High Yield (opens in a new tab)
- Small Cap Growth(opens in a new tab)
- Crossover Municipal(opens in a new tab)
- Short Term Crossover Municipals(opens in a new tab)
- Short Term Taxable(opens in a new tab)
- Taxable(opens in a new tab)
- Broad Market Fixed Income(opens in a new tab)
- Domestic High Yield Fixed Income(opens in a new tab)
- Investment Grade Fixed Income(opens in a new tab)
- Short Duration Fixed Income(opens in a new tab)
- All Cap Growth Equity(opens in a new tab)
- All Cap Value Equity(opens in a new tab)
- All Cap Value ESG(opens in a new tab)
- All Cap Value ESG Catholic Values(opens in a new tab)
- Appreciation Equity(opens in a new tab)
- Appreciation ESG(opens in a new tab)
- Dividend Strategy(opens in a new tab)
- Dividend Strategy ESG(opens in a new tab)
- International Growth ADR(opens in a new tab)
- International Growth ADR ESG(opens in a new tab)
- International Value ADR(opens in a new tab)
- Large Cap Growth(opens in a new tab)
- Large Cap Growth ESG(opens in a new tab)
- Large Cap Growth ESG Catholic Values(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Large Cap Value ESG(opens in a new tab)
- Large Cap Value ESG Catholic Values(opens in a new tab)
- Mid Cap Core(opens in a new tab)
- Multi-Cap Growth Equity(opens in a new tab)
- Multi Growth ESG(opens in a new tab)
- Small Cap Growth(opens in a new tab)
- Small Cap (opens in a new tab)
- Municipal Bond Credit Opportunities(opens in a new tab)
- Municipal Bond Market Duration(opens in a new tab)
- Institutional & Exchange Traded Preferred Securities(opens in a new tab)
- Real Estate Security(opens in a new tab)
- Realty Shares(opens in a new tab)
- Contrarian Core(opens in a new tab)
- Dividend Income(opens in a new tab)
- Dividend Opportunity(opens in a new tab)
- Select Large Cap Growth(opens in a new tab)
- Seligman Technology and Information (opens in a new tab)
- Small Cap Growth(opens in a new tab)
- Select Large Cap Value(opens in a new tab)
D
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Davis Advisors
Dana Investment Advisors
Dearborn Partners LLC
D.F. Dent
Dolan McEniry Capital Management, LLC
Dorsey Wright & Associates, LLC
DWS Investment Management Americas, Inc.
E
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Eagle Asset Management LLC
- Equity Income (opens in a new tab)
- Mid Cap Growth(opens in a new tab)
- Small Cap(opens in a new tab)
- Small Cap Growth(opens in a new tab)
- Vertical Income Portfolio(opens in a new tab)
- Mid Cap Core (opens in a new tab)
- Mid Cap Value(opens in a new tab)
- Small/Mid Cap Core(opens in a new tab)
- Small Cap Core(opens in a new tab)
- Small Cap Value(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Intermediate(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Intermediate(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Long(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Short(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Long(opens in a new tab)
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Short(opens in a new tab)
- Small Cap(opens in a new tab)
F
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Fayez Sarofim
Federated Hermes, Inc.
- All Cap Value(opens in a new tab)
- Core Aggregate(opens in a new tab)
- Core Plus Fixed Income(opens in a new tab)
- International Leaders ADR(opens in a new tab)
- International Strategic Value Dividend ADR(opens in a new tab)
- International Strategic Value Dividend ADR with MAP(opens in a new tab)
- Strategic Value Dividend(opens in a new tab)
- All Cap Core(opens in a new tab)
- Mid Cap Growth(opens in a new tab)
- Small Cap Value(opens in a new tab)
- Dividend Equity(opens in a new tab)
- Large Cap Focused(opens in a new tab)
- Small Company Equity(opens in a new tab)
- All Cap Growth Balanced with GSM5 Taxable 60/40(opens in a new tab)
- All Cap Growth Balanced 70/30 Taxable(opens in a new tab)
- All Cap Value Balanced 60/40 Taxable(opens in a new tab)
- Appreciation Balanced with GSM5 Taxable 60/40(opens in a new tab)
- Appreciation Balanced with Municipal Tax Favored 60/40 (opens in a new tab)
- Appreciation Balanced 70/30 Taxable (opens in a new tab)
- Appreciation Balance w/ Municipal 70/30 (opens in a new tab)
- Balanced Income (opens in a new tab)
- Balanced Income w/ Municipal(opens in a new tab)
- Dividend Strategy Balanced with GSM5 Taxable 60/40(opens in a new tab)
- Dividend Strategy Balanced with Municipal Tax Favored 60/40 (opens in a new tab)
- Dividend Strategy Balanced Taxable 70/30 (opens in a new tab)
- Dividend Strategy Balanced 70/30 Tax Favored (opens in a new tab)
- Dyna Tech (opens in a new tab)
- Growth Balanced 60/40 Tax Favored(opens in a new tab)
- Income (opens in a new tab)
- Intermediate Fixed Income(opens in a new tab)
- Intermediate Municipal Fixed Income(opens in a new tab)
- Large Cap Growth ESG Balanced with GSM5 70/30(opens in a new tab)
- Large Cap Growth ESG Balanced with GSM5 Taxable 60/40(opens in a new tab)
- Large Cap Growth Balanced 60/40 Taxable(opens in a new tab)
- Municipal Bond Ladder 1-3 Year Tax Managed(opens in a new tab)
- Municipal Bond Ladder 1-7 Year Tax Managed(opens in a new tab)
- Municipal Bond Ladder 1-15 Year Tax Managed(opens in a new tab)
- Municipal Bond Ladder 5-20 Year Tax Managed(opens in a new tab)
- Small Cap Growth (opens in a new tab)
- Templeton International Equity (opens in a new tab)
- Focus Equity(opens in a new tab)
- Capital Appreciation (opens in a new tab)
- Small Cap Focus(opens in a new tab)
- Weatherbie Specialized Growth (opens in a new tab)
- Behavioral Mid-Cap Value(opens in a new tab)
- Behavioral Small-Cap Equity(opens in a new tab)
- Behavioral Small Cap Growth(opens in a new tab)
- Behavioral Small-Mid Core Equity(opens in a new tab)
- Small Cap Value(opens in a new tab)
- Mid Cap Growth (opens in a new tab)
- Small Cap Growth(opens in a new tab)
- U.S. Small/Mid Cap Growth (opens in a new tab)
- Dynamic Municipal Income(opens in a new tab)
- Mid Cap Value(opens in a new tab)
- Strategic Growth(opens in a new tab)
- Tax Advantaged Core – MSCI EAFE ADR(opens in a new tab)
- Tax Advantaged Core- S&P 500(opens in a new tab)
- Tax Advantaged Core Strategy – Enhanced Dividend S&P 500(opens in a new tab)
- Tax Advantaged Core – Russell 3000(opens in a new tab)
- All Cap Equity(opens in a new tab)
- Disciplined SMidCap Catholic Values(opens in a new tab)
- Large Cap Core (opens in a new tab)
- Disciplined Large Cap(opens in a new tab)
- Large Cap Value Equity(opens in a new tab)
- Large Cap w/Catholic Values(opens in a new tab)
- Large Cap w/Clean Energy(opens in a new tab)
- SMID Cap Core(opens in a new tab)
- SMID CAP ESG(opens in a new tab)
- Socially Responsible Large Cap(opens in a new tab)
- Tax Managed All Cap Core(opens in a new tab)
- Comstock-Large Cap Value(opens in a new tab)
- Diversified Dividend Strategy(opens in a new tab)
- Growth and Income (opens in a new tab)
- Intermediate Municipal Income(opens in a new tab)
- International Growth Equity ADR(opens in a new tab)
- Invesco BulletShares Corporate 0-3 Years(opens in a new tab)
- Invesco BulletShares Corporate 0-5 Years(opens in a new tab)
- Invesco BulletShares Corporate 0-7 Years(opens in a new tab)
- Invesco BulletShares Corporate 0-10 Years (opens in a new tab)
- Invesco BulletShares Municipal 0-3 Years(opens in a new tab)
- Invesco BulletShares Municipal 0-5 Years (opens in a new tab)
- Invesco BulletShares Municipal 0-7 Years(opens in a new tab)
- Invesco BulletShares Municipal 0-10 Years(opens in a new tab)
- Corporate Bond 100% IG (opens in a new tab)
- Corporate Bond 75% IG (opens in a new tab)
- Corporate Bond 50% IG(opens in a new tab)
- Intermediate Corporate Bond 100% IG(opens in a new tab)
- Intermediate Corporate Bond 75% IG(opens in a new tab)
- Intermediate Corporate Bond 50% IG(opens in a new tab)
- Investment Grade Floating Rate Bond (opens in a new tab)
- Investment Grade Taxable Enhanced Cash(opens in a new tab)
- Limited Term Municipal Income(opens in a new tab)
- Mid Cap Growth (opens in a new tab)
- Real Estate Securities(opens in a new tab)
- Tax-Free Enhanced Cash(opens in a new tab)
- U.S. Treasury Ladders 1-12 Month(opens in a new tab)
- U.S. Treasury Ladders 1-24 Month (opens in a new tab)
- U.S. Treasury Ladders 1-5 Year (opens in a new tab)
- Concentrated Growth(opens in a new tab)
- Global Life Sciences(opens in a new tab)
- Growth and Income Managed Account(opens in a new tab)
- Overseas (opens in a new tab)
- Focused Large Cap Growth Equity (opens in a new tab)
- Global Opportunities(opens in a new tab)
- International Opportunities ADR(opens in a new tab)
- Natural Resources Strategy(opens in a new tab)
- Large Cap Growth(opens in a new tab)
- Mid Cap Growth(opens in a new tab)
- Core Bond (opens in a new tab)
- Core Plus Bond (opens in a new tab)
- Large Cap Core(opens in a new tab)
- Equity Income (opens in a new tab)
- Growth Advantage(opens in a new tab)
- Intermediate Municipal Bond(opens in a new tab)
- International Equity ADR(opens in a new tab)
- Large Cap Growth Managed Account(opens in a new tab)
- Mid Cap Growth(opens in a new tab)
- Mid Cap Value(opens in a new tab)
- Municipal STEPS 1-5 Year(opens in a new tab)
- Municipal STEPS 1-10 Year(opens in a new tab)
- Municipal STEPS 1-17 Year(opens in a new tab)
- Municipal STEPS Yield Curve Enhanced(opens in a new tab)
- Small Cap Equity (opens in a new tab)
- U.S. Equity (opens in a new tab)
- U.S. Value (opens in a new tab)
- Value Advantage(opens in a new tab)
- Emerging Markets Core Equity ADR(opens in a new tab)
- Emerging Markets Select ADR Equity(opens in a new tab)
- Emerging Markets Core ex-China ADR(opens in a new tab)
- Developing Markets Equity Select ADR(opens in a new tab)
- Global Balanced(opens in a new tab)
- Global Equity Select ADR(opens in a new tab)
- International Equity Select ADR(opens in a new tab)
- International Equity Select w/ Emerging Markets ADR(opens in a new tab)
- U.S. Equity Concentrated(opens in a new tab)
- U.S. Equity Select Value(opens in a new tab)
- 1-3 Year Government Bond(opens in a new tab)
- All Government (opens in a new tab)
- Core Fixed Income(opens in a new tab)
- Core Plus(opens in a new tab)
- Government/Credit Bond Portfolio(opens in a new tab)
- Intermediate Municipal(opens in a new tab)
- Large Cap Growth(opens in a new tab)
- Medium Duration Municipal Bond(opens in a new tab)
- Small/Mid Cap Equity(opens in a new tab)
- 1-5 Year Municipal Ladder(opens in a new tab)
- 1-15 Year Municipal Ladder(opens in a new tab)
- 5-10 Year Municipal Ladder(opens in a new tab)
- 1-10 Year Municipal Ladder(opens in a new tab)
- 1-20 Year Municipal Ladder(opens in a new tab)
- 5-15 Year Municipal Ladder(opens in a new tab)
- Convertibles Managed Accounts (opens in a new tab)
- Enhanced Intermediate Municipal(opens in a new tab)
- High-Quality Barbel Municipal (opens in a new tab)
- High Quality intermediate Municipal(opens in a new tab)
- Large Cap Value (opens in a new tab)
- Limited Duration (opens in a new tab)
- Multi Cap Value (opens in a new tab)
- Value Balanced - Taxable(opens in a new tab)
G
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Geneva Capital Management
H
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Hahn Capital Management
Harding Loevner Management
Harris Associates
Hartford Funds
Hudson Edge Investment Partners
I
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Impax Asset Management, LLC
IndexIQ Advisors
Invesco Advisers
J
-
Janus Henderson Investors
K
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Karpus Investment Management
Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
Kovitz Investment Group, LLC
L
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Lazard Asset Management LLC
M
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MacKay Shields
Macquarie
- Intermediate Aggregate Duration U.S. Government(opens in a new tab)
- Large Cap Value Equity(opens in a new tab)
- Low Duration - U.S. Government(opens in a new tab)
- Small Cap Value Equity(opens in a new tab)
- Active Intermediate Duration(opens in a new tab)
- Intermediate Corporate Only(opens in a new tab)
- Intermediate Fixed Income(opens in a new tab)
- Intermediate Government Only(opens in a new tab)
- Large Cap Equity(opens in a new tab)
- Mid Cap Equity(opens in a new tab)
- Core Plus Fixed Income (opens in a new tab)
- Core Plus Fixed Income (ETFs)(opens in a new tab)
- Dividend Equity(opens in a new tab)
- Global Core Equity (ETFs)(opens in a new tab)
- Global Dividend(opens in a new tab)
- Global Equity(opens in a new tab)
- Impact Solutions Global Equity(opens in a new tab)
- Impact Solutions U.S. Equity(opens in a new tab)
- International Core Equity (ETFs)(opens in a new tab)
- Multi Asset Dynamic 40% Equity(opens in a new tab)
- Multi Asset Dynamic 60% Equity(opens in a new tab)
- Multi Asset Dynamic 80% Equity(opens in a new tab)
- Multi Asset Dynamic Allocation 40% (UCIT)(opens in a new tab)
- Multi Asset Dynamic Allocation 60% (UCIT)(opens in a new tab)
- Multi Asset Dynamic Allocation 80% (UCIT)(opens in a new tab)
- Multi-Manager Alternatives(opens in a new tab)
- Municipal Plus FI (ETFs)(opens in a new tab)
- NRC Eligible Preferred(opens in a new tab)
- Short Duration Enhanced Fixed Income(opens in a new tab)
- Strategic 10 Dividend(opens in a new tab)
- Real Asset Equity Income(opens in a new tab)
- U.S. All Cap Growth(opens in a new tab)
- U.S. Core Equity (ETFs)(opens in a new tab)
- U.S. Long Run Value(opens in a new tab)
- U.S. Mid Cap Equity(opens in a new tab)
- U.S. Model(opens in a new tab)
- U.S. Sector Allocation (ETFs)(opens in a new tab)
- American Funds Conservative Growth & Income (MAPS)(opens in a new tab)
- American Funds ETF Conservative Growth & Income Model with Vanguard (MAPS)(opens in a new tab)
- American Funds ETF Conservative Income & Growth Model with Vanguard (MAPS)(opens in a new tab)
- American Funds ETF Conservative Income Model with Vanguard (MAPS)(opens in a new tab)
- American Funds ETF Moderate Growth & Income Model with Vanguard (MAPS)(opens in a new tab)
- American Funds ETF Moderate Growth Model with Vanguard (MAPS)(opens in a new tab)
- American Funds Global Growth (MAPS)(opens in a new tab)
- American Funds Growth (MAPS)(opens in a new tab)
- American Funds Growth & Income (MAPS)(opens in a new tab)
- American Funds Moderate Growth (MAPS)(opens in a new tab)
- American Funds Moderate Growth & Income (MAPS)(opens in a new tab)
- American Funds Retirement Distribution Income: Conservative (MAPS)(opens in a new tab)
- American Funds Retirement Distribution Income: Enhanced (MAPS)(opens in a new tab)
- American Funds Retirement Distribution Income: Moderate (MAPS)(opens in a new tab)
- American Funds Tax-Aware Conservative Growth & Income (MAPS)(opens in a new tab)
- American Funds VG Conservative Income Tax Aware (MAPS)(opens in a new tab)
- American Funds VG Conservative Income & Growth Tax Aware (MAPS)(opens in a new tab)
- American Funds VG Conservative Growth & Income Tax Aware (MAPS)(opens in a new tab)
- American Funds VG Moderate Growth & Income Tax Aware (MAPS)(opens in a new tab)
- American Funds VG Moderate Growth Tax Aware (MAPS)(opens in a new tab)
- BlackRock Inc. Multi-Asset Income MF/ETF: Conservative (MAPS)(opens in a new tab)
- BlackRock Inc. Multi-Asset Income MF/ETF: Growth (MAPS)(opens in a new tab)
- BlackRock Inc. Multi-Asset Income MF/ETF: Moderate (MAPS)(opens in a new tab)
- BlackRock Target Allocation 0/100 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation 100/0 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation 20/80 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation 40/60 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation 60/40 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation 80/20 UCITs (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 0/100 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 100/0 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 20/80 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 40/60 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 50/50 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 60/40 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 70/30 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios 80/20 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 0/100 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 20/80 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 40/60 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 50/50 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 60/40 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 70/30 (MAPS)(opens in a new tab)
- BlackRock Target Allocation Portfolios Tax-Aware 80/20 (MAPS)(opens in a new tab)
- Calvert Research and Management Responsible ESG Aggressive (MAPS)(opens in a new tab)
- Calvert Research and Management Responsible ESG Conservative (MAPS)(opens in a new tab)
- Calvert Research and Management Responsible ESG Growth (MAPS)(opens in a new tab)
- Calvert Research and Management Responsible ESG Moderate (MAPS)(opens in a new tab)
- First Trust Advisors Diversified Low Duration Fixed Income (MAPS)(opens in a new tab)
- First Trust Advisors Limited Duration Municipal (MAPS)(opens in a new tab)
- First Trust Advisors High Income (MAPS)(opens in a new tab)
- First Trust Advisors High Income Municipal (MAPS)(opens in a new tab)
- First Trust Advisors RBA U.S. Equity ETF Model (MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Core Aggressive Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Conservative Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Moderately Aggressive Model (MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Core Moderately Conservative Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Moderate Model (MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Core Tax Advantaged Aggressive Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Tax Advantaged Conservative Model (MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Aggressive Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Conservative Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Core Tax Advantaged Moderate Model (MAPS) (opens in a new tab)
- Franklin Templeton Dynamic Income Conservative(MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Income Tax-Advantaged (MAPS)(opens in a new tab)
- Franklin Templeton Dynamic Income Moderate (MAPS)(opens in a new tab)
- Franklin Templeton/QS Investors Alternatives Completion (MAPS) (opens in a new tab)
- Goldman Sachs 20/80 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 30/70 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 40/60 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 50/50 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 60/40 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 70/30 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 80/20 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 90/10 ETF Model Portfolio (MAPS)(opens in a new tab)
- Goldman Sachs 0/100 ETF Model (MAPS)(opens in a new tab)
- Goldman Sachs 100/0 ETF Model (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 0/100 (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 80/20 - Aggressive (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 100/0 - All Equity (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 60/40 - Balanced (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 20/80 - Conservative (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 70/30 - Growth (MAPS)(opens in a new tab)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 40/60 - Stable (MAPS)(opens in a new tab)
- JP Morgan Multi Asset Income: Moderate Conservative (MAPS)(opens in a new tab)
- JP Morgan Multi Asset Income: Moderate (MAPS)(opens in a new tab)
- JP Morgan Multi Asset Income: Moderate Growth (MAPS)(opens in a new tab)
- MSIM Active Equity Portfolio (MAPS)(opens in a new tab)
- MSIM Active Fixed Income Portfolio (MAPS) (opens in a new tab)
- MSIM Conservative Flex Portfolio (MAPS)(opens in a new tab)
- MSIM High Flex Portfolio (MAPS)(opens in a new tab)
- MSIM Moderate Flex Portfolio (MAPS)(opens in a new tab)
- Natixis Alternative Completion (MAPS)(opens in a new tab)
- Natixis Tactical Allocation Aggressive (MAPS)(opens in a new tab)
- Natixis Tactical Allocation All Equity (MAPS)(opens in a new tab)
- Natixis Tactical Allocation Conservative (MAPS)(opens in a new tab)
- Natixis Tactical Allocation Moderate Aggressive (MAPS) (opens in a new tab)
- Natixis Tactical Allocation Moderate Conservative (MAPS)(opens in a new tab)
- Natixis Tactical Allocation Moderate (MAPS) (opens in a new tab)
- Nuveen ESG Aggressive Growth Portfolio (MAPS) (opens in a new tab)
- Nuveen ESG All Equity Growth Portfolio (MAPS)(opens in a new tab)
- Nuveen ESG Conservative Growth Portfolio (MAPS)(opens in a new tab)
- Nuveen ESG Moderate Conservative Growth Portfolio (MAPS) (opens in a new tab)
- Nuveen ESG Moderate Growth Portfolio (MAPS) (opens in a new tab)
- Nuveen Tax Exempt Conservative Income (MAPS) (opens in a new tab)
- Nuveen Tax Exempt High Yield (MAPS) (opens in a new tab)
- Nuveen Tax Exempt Moderate Income (MAPS) (opens in a new tab)
- PIMCO Capital Preservation (MAPS)(opens in a new tab)
- PIMCO Enhanced Core (MAPS)(opens in a new tab)
- PIMCO Income Focus (MAPS)(opens in a new tab)
- PIMCO Tax Aware Enhanced Core (MAPS)(opens in a new tab)
- PIMCO Tax Aware Cap Pres FI (MAPS)(opens in a new tab)
- PIMCO Tax Aware Income Focus (MAPS)(opens in a new tab)
- International Equity ADR(opens in a new tab)
- Large Cap Growth(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Mid Cap Growth(opens in a new tab)
- Income Equity (with MLPs)(opens in a new tab)
- Income Equity (without MLPs)(opens in a new tab)
- Infrastructure(opens in a new tab)
- MLP Strategy(opens in a new tab)
- Access Zero International Developed ADR (opens in a new tab)
- Access Zero U.S. Large Cap Blend(opens in a new tab)
- Access Zero U.S. Large Cap Growth (opens in a new tab)
- Access Zero U.S. Large Cap Value (opens in a new tab)
- Applied Equity Advisors Enhanced Index Russell 1000(opens in a new tab)
- Applied Equity Advisors Global Core(opens in a new tab)
- Applied Equity Advisors Global Concentrated (opens in a new tab)
- Applied Equity Advisors U.S. Core(opens in a new tab)
- Global Franchise(opens in a new tab)
- Growth (opens in a new tab)
- Intermediate Municipal(opens in a new tab)
- International Resilience(opens in a new tab)
- Laddered Municipal Intermediate(opens in a new tab)
- Preferred Securities(opens in a new tab)
- Preferred Securities (Custom)(opens in a new tab)
- Short Duration Municipal(opens in a new tab)
- Short Term Corporate Bond(opens in a new tab)
N
-
Natixis Advisors, LLC
Neuberger Berman
- Dynamic Core Equity(opens in a new tab)
- Emerging Markets Equity ADR(opens in a new tab)
- Energy Transition & Infrastructure Plus (K1)(opens in a new tab)
- Energy Transition & Infrastructure (Non K1)(opens in a new tab)
- International ADR(opens in a new tab)
- Large Cap Value(opens in a new tab)
- Small Cap Intrinsic Value (WRAP)(opens in a new tab)
- Sustainble Equity (WRAP)(opens in a new tab)
- Dividend Growth(opens in a new tab)
- Dividend Value(opens in a new tab)
- Flexible Income(opens in a new tab)
- Intermediate Government/Credit Fixed Income(opens in a new tab)
- Intermediate Municipal Bond(opens in a new tab)
- Large Cap Value Opportunities(opens in a new tab)
- Large Cap Value Balanced(opens in a new tab)
- International Value ADR(opens in a new tab)
- Municipal Bond Laddered Strategy 1-7 year(opens in a new tab)
- Municipal Bond Laddered Strategy 1-10 year(opens in a new tab)
- Municipal Bond Laddered Strategy 1-15 year(opens in a new tab)
- Municipal Bond Laddered Strategy 5-15 year(opens in a new tab)
- Municipal Bond Laddered Strategy 10-25 year(opens in a new tab)
- Municipal Limited Maturity(opens in a new tab)
- Municipal Long-Term Composite(opens in a new tab)
- Municipal Total Return 70/30(opens in a new tab)
- Municipal Total Return 80/20(opens in a new tab)
- Municipal Total Return(opens in a new tab)
- Multicap Value(opens in a new tab)
- Stable Growth(opens in a new tab)
- Limited Duration(opens in a new tab)
- Market Duration(opens in a new tab)
- Moderate Duration(opens in a new tab)
- Calvert International ADR Tax Managed by Parametric (opens in a new tab)
- Capital Group International Equity by Parametric (opens in a new tab)
- Capital Group US Income & Growth by PPA(opens in a new tab)
- Capital Group Global Equity ADR Tax Managed by Parametric(opens in a new tab)
- Columbia Contrarian Core Tax Managed by Parametric(opens in a new tab)
- Columbia Management Dividend Income Tax Managed by Parametric(opens in a new tab)
- Columbia Small Cap Growth Tax Managed by Parametric(opens in a new tab)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Corporate (60/40)(opens in a new tab)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Municipal (60/40)(opens in a new tab)
- Custom Multi-Asset Russell 3000 / Short Laddered Municipal (60/40)(opens in a new tab)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Corporate (60/40)(opens in a new tab)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Municipal (60/40)(opens in a new tab)
- Custom Multi-Asset S&P 500 / MSCI EAFE ADR / Intermediate Laddered Corporate (30/30/40 (opens in a new tab)
- Custom Multi-Asset S&P 500/ MSCI EAFE ADR / Intermediate Laddered Municipal (30/30/40)(opens in a new tab)
- Custom Multi-Asset S&P 500/MSCI EAFE ADR / Short Laddered Municipal (30/30/40)(opens in a new tab)
- Custom Multi-Asset S&P 500 / Short Laddered Municipal (60/40)(opens in a new tab)
- Eaton Vance Large Cap Value Tax Managed by Parametric(opens in a new tab)
- Eaton Vance Small Cap Tax Managed by Parametric(opens in a new tab)
- Jennison Global Equity Opportunity Tax Managed by Parametric(opens in a new tab)
- Jennison Large Cap Growth Tax Managed by Parametric(opens in a new tab)
- Jennison Mid Cap Growth Tax Managed by Parametric(opens in a new tab)
- JPMorgan Equity Income Tax Managed by Parametric(opens in a new tab)
- JPMorgan International Equity ADR Tax Managed by Parametric(opens in a new tab)
- JPMorgan Large Cap Growth Tax Managed by Parametric(opens in a new tab)
- Lazard Asset Management Emerging Markets Equity Select ADR Tax Managed by Parametric(opens in a new tab)
- Lazard Asset Management International Equity Select w/ Emerging Markets ADR Tax Managed by Parametric(opens in a new tab)
- Lazard U.S. Equity Select Tax Managed by Parametric(opens in a new tab)
- Morgan Stanley International Resilience Tax Managed by Parametric (opens in a new tab)
- Morgan Stanley Global Franchise Tax Managed by Parametric (opens in a new tab)
- Morgan Stanley Managed Municipal Intermediate (opens in a new tab)
- PPA $25 Preferred(opens in a new tab)
- PPA Custom Core Developed World Ex USA ADR(opens in a new tab)
- PPA Custom Core U.S. Broad 1500 (opens in a new tab)
- PPA Custom Core U.S. Broad Cap Growth (opens in a new tab)
- PPA Custom Core U.S. Broad Cap Value (opens in a new tab)
- PPA Custom Core U.S. Midcap (opens in a new tab)
- PPA Custom Core Enhanced Income(opens in a new tab)
- PPA Custom Core Enhanced Income Core(opens in a new tab)
- PPA Custom Core Enhanced Income Core Tax-Adv(opens in a new tab)
- PPA Custom Core Enhanced Income Tax-Adv(opens in a new tab)
- PPA Custom Core Developed International Value ADR(opens in a new tab)
- PPA Custom Core Developed World ADR(opens in a new tab)
- PPA Custom Core Developed World Value ADR (opens in a new tab)
- PPA Custom Core Global ADR(opens in a new tab)
- PPA Custom Core Global ex U.S. ADR(opens in a new tab)
- PPA Custom Core Midcap 400 Value(opens in a new tab)
- PPA Custom Core Russell 2500(opens in a new tab)
- PPA Custom Core U.S. Developed International Gender Lens(opens in a new tab)
- PPA Custom Core U.S. Large Cap Equal Weight(opens in a new tab)
- PPA Custom Core U.S. Large Cap Gender Lens(opens in a new tab)
- PPA Custom Core U.S. Large Cap Growth(opens in a new tab)
- PPA Custom Core U.S. Large Cap Value(opens in a new tab)
- PPA Custom Core U.S. Large Mid Cap Core(opens in a new tab)
- PPA Custom Core U.S. Large Mid Cap Growth(opens in a new tab)
- PPA Custom Core U.S. Large Mid Cap Value(opens in a new tab)
- PPA Custom Core U.S. Megacap(opens in a new tab)
- PPA Custom Core U.S. Mid Cap(opens in a new tab)
- PPA Custom Core U.S. Mid and Small Cap (opens in a new tab)
- PPA Custom Core U.S. Midcap Value(opens in a new tab)
- PPA Custom Core US Small Cap(opens in a new tab)
- PPA Custom Core U.S. Small Cap 2000(opens in a new tab)
- PPA Custom Core U.S. Small Cap 600 Growth(opens in a new tab)
- PPA Custom Core U.S. Small Cap 600 Value(opens in a new tab)
- PPA Managed Preferred(opens in a new tab)
- PPA Managed Short Duration Corporate(opens in a new tab)
- PPA NRC Preferred(opens in a new tab)
- PPA TABS Managed Municipal Intermediate(opens in a new tab)
- PPA TABS Managed Municipal Long(opens in a new tab)
- PPA TABS Managed Municipal Short(opens in a new tab)
- PPA TABS Municipal Ladder Intermediate(opens in a new tab)
- PPA TABS Municipal Ladder Long(opens in a new tab)
- PPA TABS Municipal Ladder Short (opens in a new tab)
- PPA TABS Total Return Intermediate(opens in a new tab)
- PPA TABS Total Return Limited(opens in a new tab)
- PPA TABS Total Return Long (opens in a new tab)
- PPA Tax Efficient Balanced Growth Strategy(opens in a new tab)
- PPA Tax Efficient Equity Only Strategy(opens in a new tab)
- PPA Tax Efficient Income Strategy(opens in a new tab)
- PPA Tax Efficient Market Growth Strategy(opens in a new tab)
- PPA Tax Efficient Mod1 HM Strategy(opens in a new tab)
- PPA Tax Efficient Mod2 HM Strategy (opens in a new tab)
- PPA Tax Efficient Opportunistic Growth Strategy(opens in a new tab)
- PPA Tax Efficient Wealth Conservation Strategy(opens in a new tab)
- PPA Tax Harvest Core U.S. Broad Cap(opens in a new tab)
- PPA Tax Harvest Core U.S. Large Cap(opens in a new tab)
- PPA Tax Managed Core (opens in a new tab)
- PPA Tax Managed KLD400(opens in a new tab)
- PPA Tax Managed MSCI EAFE ADR(opens in a new tab)
- PPA Tax Managed RU 3000(opens in a new tab)
- PPA Tax Optimized Ladder Intermediate (opens in a new tab)
- PPA Tax Optimized Ladder Short (opens in a new tab)
- PPA U.S. Corporate Ladder Intermediate(opens in a new tab)
- PPA U.S. Corporate Ladder Short(opens in a new tab)
- PPA U.S. Treasury Ladder 1-5 Year (opens in a new tab)
- PPA U.S. Treasury Ladder 1-12 Months(opens in a new tab)
- PPA U.S. Treasury Ladder 1-24 Months (opens in a new tab)
- Municipal Ladder Managed Accounts 1-6 Year(opens in a new tab)
- Municipal Ladder Managed Accounts 1-12 Year(opens in a new tab)
- Municipal Ladder Managed Accounts 1-18 Year(opens in a new tab)
- Municipal Ladder Managed Accounts 3-11 Year(opens in a new tab)
- Municipal Ladder Managed Accounts 3-17 Year(opens in a new tab)
- Municipal Income Opportunity: 25% Fixed Income Shares Series TE(opens in a new tab)
- Municipal Income Opportunity: 10% Fixed Income Shares Series TE(opens in a new tab)
- Municipal Income Opportunity: 20% Fixed Income Shares Series TE(opens in a new tab)
- Municipal Income Opportunity: 40% Fixed Income Shares Series TE(opens in a new tab)
- Corporate Bond Ladder 1-3 year(opens in a new tab)
- Corporate Bond Ladder 1-5 year(opens in a new tab)
- Corporate Bond Ladder 3-8 year (opens in a new tab)
- Corporate Bond Ladder 1-11 year(opens in a new tab)
- Corporate Bond Ladder 3-11 year(opens in a new tab)
- Real Return for Managed Accounts(opens in a new tab)
- Total Return for Managed Accounts(opens in a new tab)
- Sustainable Leaders(opens in a new tab)
- Ultra Short Duration Income Managed Account(opens in a new tab)
- U.S. Large Cap Value Equity Concentrated(opens in a new tab)
- None available at this time
- Core Strategy(opens in a new tab)
- Emerging Markets ADR(opens in a new tab)
- International ADR(opens in a new tab)
- Intermediate Strategy(opens in a new tab)
- Long Duration Strategy (opens in a new tab)
- Strategic Core(opens in a new tab)
- Genesis Private Market Value(opens in a new tab)
- Mid Cap Private Market Value Equity(opens in a new tab)
- Core Plus Total Return ETF Strategy(opens in a new tab)
- Global Equity ETF Strategy(opens in a new tab)
- Global Risk Balanced Moderate Allocation(opens in a new tab)
- All Cap Growth(opens in a new tab)
- Small Cap Growth(opens in a new tab)
- Small/Mid Cap Growth(opens in a new tab)
- Global Allocation(opens in a new tab)
- Moderate Growth & Income(opens in a new tab)
- Dynamic Equity Income(opens in a new tab)
- Global Growth(opens in a new tab)
- Core Taxable Fixed Income(opens in a new tab)
- ESG Cash Management(opens in a new tab)
- ESG Short Term Fixed Income(opens in a new tab)
- Intermediate Corporate Only(opens in a new tab)
- Intermediate Taxable(opens in a new tab)
- Short Term Taxable Fixed Income(opens in a new tab)
- All Cap Core(opens in a new tab)
- Core Fixed Income(opens in a new tab)
- Intermediate Fixed Income(opens in a new tab)
- Short Term Fixed Income(opens in a new tab)
- Small/Mid Cap Equity(opens in a new tab)
- Quality High Yield Fixed Income(opens in a new tab)
- Blue Chip Growth(opens in a new tab)
- International Core Equity ADR(opens in a new tab)
- New Horizons (opens in a new tab)
- U.S. Dividend Growth Equity(opens in a new tab)
- U.S. Large Cap Equity Income(opens in a new tab)
- U.S. Dynamic Risk Allocation(opens in a new tab)
- U.S. Value Equity(opens in a new tab)
- Balanced Managed Accounts(opens in a new tab)
- Concentrated Large Cap Growth(opens in a new tab)
- Relative Value Large Cap(opens in a new tab)
- Relative Value Mid Cap(opens in a new tab)
- Income Equity(opens in a new tab)
- Mid Cap Core(opens in a new tab)
- Small Cap Core(opens in a new tab)
- Small/Mid Cap Core(opens in a new tab)
- InternationalGrowth ADR(opens in a new tab)
- International Equity ADR(opens in a new tab)
- Limited Term Municipal (opens in a new tab)
- Active Bond Aggregate(opens in a new tab)
- Core Fixed Income(opens in a new tab)
- Core Fixed Income Plus(opens in a new tab)
- Corporate Bond Ladder Portfolios (1-5 Year)(opens in a new tab)
- Corporate Bond Ladder Portfolios (1-10 Year)(opens in a new tab)
- Current Market Municipal Portfolio(opens in a new tab)
- GSM 3(opens in a new tab)
- GSM 5(opens in a new tab)
- GSM 7(opens in a new tab)
- GSM Government/Corporate(opens in a new tab)
- Municipal Portfolios(opens in a new tab)
- Short Term Municipal Fixed Income(opens in a new tab)
- Western Asset Municipal Opportunities(opens in a new tab)
- None available at this time
- None available at this time
O
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Oak Ridge Investments
O'Shaughnessy Management
P
-
Pacific Income Advisors
Q
R
-
Ramirez Asset Management
S
-
Sage Advisory Services
T
-
T. Rowe Price Associates, LLC
U
-
Uniplan Investment Counsel
V
-
Van Eck Associates Corporation
W
-
Western Asset Management Company
X
Y
Z
-
Zacks Investment Management
Ziegler Capital Management