Please provide the firm’s and index products’ breakdown by clients as of the current date (as measured by % of assets under management) using the following format. Please provide a brief explanation as to the contents of “other.” Foundation/ HNW/ Insurance/ Mutual Corporate Endowment Family Financial Fund Public Firm Index Products Religious Wrap* Other Firm Index Products Please provide the firm’s and index products’ breakdown by clients as of the current date (as measure by # of clients under management) using the following format. Please provide a brief explanation as to the contents of “other.” Foundation/ HNW/ Insurance/ Mutual Corporate Endowment Family Financial Fund Public Firm Products Religious Wrap* Other Firm Index Products Please provide the approximate client turnover in the firm using the format below. 2011 2012 2013 2014 2015 2016 YTD # of Clients Gained Assets ($MM) Gained # of Clients Lost
Please provide the firm’s and index products’ breakdown by clients as of the current date (as measured by % of assets under management) using the following format. Please provide a brief explanation as to the contents of “other.” Corporate Foundation/ Endowment HNW/ Family Insurance/ Financial Mutual Fund Public Firm Index Products Religious Wrap* Other Firm Index Products Please provide the firm’s and index products’ breakdown by clients as of the current date (as measure by # of clients under management) using the following format. Please provide a brief explanation as to the contents of “other.” Corporate Foundation/ Endowment HNW/ Family Insurance/ Financial Mutual Fund Public Firm Products Religious Wrap* Other Firm Index Products Please provide the approximate client turnover in the firm using the format below. 2011 2012 2013 2014 2015 2016 YTD # of Clients Gained Assets ($MM) Gained # of Clients Lost