Kristi Maher

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014.

Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs.

Aramark Management Services LP provides management services. It offers office management, janitorial and building maintenance services. The firm also provides commissioning new and retro-commission existing buildings. The company was founded in 1994 and is headquartered in Downers Grove, IL.

ServiceMaster Consumer Services LP provides building maintenance, disinfecting and pest control services. Its services include carpet cleaning, disaster recovery, furniture refinishing, and upholstery cleaning. The company was founded on July 15, 1992 and is headquartered in Memphis, TN.

Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The private company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000.

Concentric Equity Partners (Concentric Equity Partners) is a private equity subsidiary of Financial Investments Corp founded in 2003 by Kenneth D. Hooten. The firm is headquartered in Chicago, Illinois.

Blaylock Beal Van LLC (BBV) is a full service minority-owned investment banking and financial services company headquartered in New York City. The firm was formerly known as Blaylock Robert Van LLC. In 2007, Blaylock Robert Van LLC was formed when Blaylock & Co., an investment bank founded in 1993 by Ronald E. Blaylock, and Robert Van Securities, a financial services firm founded in 1991 by Eric V. Standifer joined forces. In January 2014, Bernard B. Beal, Founder and CEO of M.R. Beal & Co., joined the firm as Chairman, and the firm was renamed Blaylock Beal Van LLC. BBV focuses on the execution of domestic and international equity securities and baskets. Their domestic equity services include listed trading, NASDAQ trading, program trading, direct market access, algorithmic and dark pool access and transition management. Their international equity services include 24 hour global trading, FIX-enabled direct market access and individual stocks and baskets. BBV implements trading strategies globally through a network of brokerage relationships in all European, Latin American and African markets. They specialize in direct execution and step-out trades of international equities. The firm's fixed-income unit focuses on the competitive, cost-effective trading of U.S. Treasury bills, notes, bonds and agency securities.

Citibank Europe Plc engages in the provision of banking services. The company is headquartered in Dublin, Ireland.

Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The private company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993.

RML Health Providers LP provides healthcare services. Its services include ventilator weaning, wound management and medically complex. The company was founded in 1987 and is headquartered in Hinsdale, IL.

Doyle & Bolotin Ltd. is a private company based in Chicago, IL.

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

SH Franchising LLC provides in-home assistance services for seniors. Its services include surgery assistance, alzheimer, parkison, companion, personal, transitional, respite, end of life support and chronic disease care. The company was founded by Tony Bonacuse and Peter Ross in 2001 and is headquartered in Timonium, MD.

Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

FT Portfolios Canada Co. provides portfolio management services. It launches and manages equity mutual funds. The company was founded in 1996 and is headquartered in Toronto, Canada.

The VNA Foundation is a grantmaking foundation that awards grants to support nonprofit home- and community-based healthcare and health services for medically underserved populations. The non-profit company is based in Chicago, IL, and the CEO of the company is Lundy Fields. The company provides current grant resources and allows current grantees to submit reports, ask questions, and share their success. The foundation has been awarding grants since 1996 and provides a visual overview of its grants through infographics. In early 2020, the foundation responded to the national public health emergency declared due to the onset of the COVID-19 pandemic.

Advocate Aurora Health, Inc. operates hospitals. It specializes in clinical trials, scientific research, primary, women's health, neurological, health and outpatient care, orthopedics, pharmacy, cardiology, oncology, and pediatrics. The company is headquartered in Downers Grove, IL.

Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients.