WIXLIB

6Manager ProfilesFidelity InstitutionalFirst Ascent Asset ManagementMulti-Asset Business Cycle-(I)StrategyMulti-Asset Business Cycle-(Z)StrategySector Equity Business Cycle-(I)StrategySector Equity Business Cycle-(Z)StrategyTarget Allocation 20/80 (I)Target Allocation 20/80 (Z)Target Allocation 40/60 (I)Target Allocation 40/60 (Z)Global Explorer 40Global Explorer 60Global Explorer 80StabilityTax-Advantaged Growth & IncomeTax-Advantaged IncomeTax-Advantaged StabilityFirst National CorporationFrontier Asset ManagementChapoquoit Dynamic PortfoliosAggressiveChapoquoit Dynamic PortfoliosConservativeChapoquoit Dynamic PortfoliosModerateBalancedTarget Allocation 60/40 (I)Target Allocation 60/40 (Z)Target Allocation 70/30 (I)Target Allocation 70/30 (Z)Target Allocation 85/15 (I)Target Allocation 85/15 (Z)Target Allocation Blended 20/80 (I)Model PortfolioTarget Allocation Blended 20/80(Z) Model PortfolioTarget Allocation Blended 40/60 (I)Model PortfolioTarget Allocation Blended 40/60(Z) Model PortfolioTarget Allocation Blended 60/40 (I)Model PortfolioTarget Allocation Blended 60/40(Z) Model PortfolioTarget Allocation Blended 70/30 (I)Model PortfolioTarget Allocation Blended 70/30(Z) Model PortfolioTarget Allocation Blended 85/15 (I)Model PortfolioTarget Allocation Blended 85/15 (Z)Model PortfolioTarget Allocation Index-Focused20/80Target Allocation Index-Focused40/60Target Allocation Index-Focused60/40Target Allocation Index-Focused70/30Target Allocation Index-Focused85/15Fiera Capital, Inc.Small Cap GrowthSMID GrowthFlexible Plan InvestmentsMulti-Strategy Core AggressiveMulti-Strategy Core BalancedMulti-Strategy Core ConservativeMulti-Strategy Core GrowthMulti-Strategy Core ModerateMulti-Strategy Equity TrendsMulti-Strategy Low CorrelationMulti-Strategy Low VolatilityMulti-Strategy Special EquityQFC Better World ESG BalancedQFC Better World ESGConservativeQFC Better World ESG GrowthQFC Faith-Focused BRI BalancedQFC Faith-Focused BRI GrowthQFC Faith-Focused BRI ModerateQFC Fusion AggressiveQFC Fusion BalancedQFC Fusion ConservativeQFC Fusion GrowthQFC Fusion ModerateFocus Point CapitalFPC MacroFranklin Advisers, Inc.Conservative GrowthEquity Growth ModelGrowth & Enhanced IncomeGrowth & IncomeGrowth ModelIncomeModerate GrowthRising Rate DefenseBalanced ETFCapital Preservation ETFConservativeConservative ETFGlobal OpportunitiesGlobal Opportunities ETFLong-Term GrowthLong-Term Growth ETFModerate GrowthModerate Growth ETFTax-Managed BalancedTax-Managed Capital PreservationTax-Managed ConservativeTax-Managed GlobalOpportunities StrategyTax-Managed Long-Term GrowthStrategyTax-Managed Moderate GrowthFTSE Russell1000 Dividend Select EqualWeight Index2000 Dividend Select EqualWeight IndexMidcap Dividend Select EqualWeight IndexTop 200 Equal Weight IndexTop 200 Growth IndexTop 200 IndexTop 200 Value IndexTop 50 Mega Cap IndexFuzzy Logix, Inc.FastINDX ESG Consumer NonCyclicals IndexFastINDX ESG Financials IndexFastINDX ESG Healthcare IndexFastINDX Large Cap ESG CashCows IndexFastINDX Large Cap ESG HighDividend and Low Volatility IndexLearn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com[* Available via SMA only.] JUN 2022 2022 SMArtX Advisory Solutions

7Manager ProfilesFuzzy Logix, Inc.—continuedGyroscope Capital ManagementIDX Insights, LLCFastINDX Large Cap ESG LowVolatility IndexFastINDX Large Cap ESG QualityGrowth Low Volatility IndexFastINDX Large Cap ESG SectorLeaders IndexFastINDX Large Cap ESG UtilitiesIndexFastINDX LGBTQ 100 ESG IndexLarge Cap Low Volatility StrategySMID Cap Low VolatilityCrypto Opportunity IndexGold Real Yield IndexManaged Duration IndexRisk-Managed Ethereum IndexRisk-weighted International FactorETF IndexRisk-Weighted Large-Cap IndexRisk-weighted MidCap ETF IndexRisk-weighted Smallcap ETF IndexStrategic Commodity Beta IndexTactical Alternative Income IndexTactical Corporate Fixed IncomeIndexTactical Equity Factor IndexTactical Fixed Income IndexTactical Gold IndexTactical High Yield IndexTactical International Equity FactorETF IndexTactical Muni IndexTactical Risk-On IndexTactical Sector Equity IndexTactical Smallcap ETF IndexGems Management LimitedOlympia DiversifiedOlympia Fixed IncomeOlympia HealthcareOlympia Real EstateOlympia TechGlobal X Management CompanyCore Aggressive ETFCore Conservative ETFCore Moderate ETFCore Moderately Aggressive ETFCore Moderately Conservative ETFEquity Income ETFThematic Disruptors ETFHanseatic Management ServicesAll Cap Growth EquityLarge Cap EquityHenry James InternationalManagementEmerging Markets Large CapGlobal Equity Large CapGlobal SelectInternational Equity Large CapInternational SelectHGK Asset ManagementMid-Cap ValueLarge Cap Value EquitySmall Cap ValueHillman Capital ManagementAdvantage Value EquityFocused Advantage Value EquityGlobalt InvestmentsHilton Capital ManagementEquity Income StrategyinnovatETF Strategies–BalancedinnovatETF Strategies–ConservativeinnovatETF Strategies–GrowthinnovatETF Strategies–HighGrowthinnovatETF Strategies–IncomeGrowthDividend & IncomeEfficient Tactical IncomeSmall and Midcap OpportunityTactical IncomeGoldman Sachs AssetManagement20/80 ETF Model Portfolio30/70 ETF Model Portfolio40/60 ETF Model Portfolio50/50 ETF Model Portfolio60/40 ETF Model Portfolio70/30 ETF Model Portfolio80/20 ETF Model Portfolio90/10 ETF Model PortfolioHorizon Investment Services, LLCInvestment Dividend PlusHotchkis & WileyGlobal ValueLarge Cap Fundamental ValueHoward Capital ManagementHCM ALP AggressiveHCM ALP BalancedHCM ALP ConservativeHCM ALP GrowthHCM Horizon IncomeIndex DirectTactical Fixed IncomeIndxx500 IndexHedged Dividend IncomeUS Cannabis Industry IndexUS Cybersecurity IndexUS eGaming & Virtual Reality IndexUS HYLV Preferred Stock IndexUS Junior Cloud Computing IndexUS Junior Cybersecurity IndexUS Junior Robotics & AI IndexUS Preferred Stock IndexUS Quality Gold Miners IndexUS Sharing Economy IndexUS Tourism & Leisure IndexUS Vegan IndexUSA Cloud Computing IndexUSA E-Commerce IndexUSA Regional Banking IndexUSD Disruptive TechnologiesIndex[* Available via SMA only.] JUN 2022Learn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com 2022 SMArtX Advisory Solutions

8Manager ProfilesInnealta CapitalCountry RotationSector RotationInspire InvestingCore/Satellite Opp 70/30 ETFCore/Satellite Opp ETFGlobal Impact Aggressive ETFGlobal Impact Conservative ETFGlobal Impact Equity ETFGlobal Impact Moderate ETFIntegrated Capital ManagementiCM Balanced ETFiCM Capital Preservation ETFiCM Conservative Growth ETFiCM Dynamic Growth ETFiCM Income & Growth ETFiCM Tactical Income Closed End(TICE)Investment Management ofVirginiaSelect Equity Income PortfolioSmall Capitalization PortfolioIronwood InvestmentManagementSmall Cap CoreValue Investment Partners SmallCap ValueiSectors, LLCCapital Preservation AllocationDomestic Equity AllocationGlobal Conservative AllocationGlobal Fixed Income AllocationPost-MPT Growth AllocationPost-MPT Moderate AllocationTactical Global Balanced AllocationIthaka GroupInvesco AdvisersBulletShares Corporate 0-10 YearsBulletShares Corporate 0-3 YearsBulletShares Corporate 0-5 YearsBulletShares Corporate 0-7 YearsBulletShares Municipal 0-10 YearsBulletShares Municipal 0-3 YearsBulletShares Municipal 0-5 YearsBulletShares Municipal 0-7 YearsDiversification BlendEQV International Equity ADRInternational Diversification EquityInternational Growth ADRPinnacle Series: Hybrid Plus 20 MMPortfolioPinnacle Series: Hybrid Plus 40MM PortfolioPinnacle Series: Hybrid Plus 60MM PortfolioPinnacle Series: Hybrid Plus 80MM PortfolioPinnacle Series: Hybrid Plus EquityMM PortfolioU.S. Factor RotationU.S. Real Estate SecuritiesConcentrated GrowthEAFE StrategyJ.P. Morgan Asset ManagementLarge Cap GrowthRM IO Moderate GrowthRM ModerateRM Moderate ConservativeRM Moderate GrowthJanus HendersonGlobal Adaptive Capital AllocationGlobal Adaptive CapitalAppreciationGlobal Adaptive Capital GrowthGlobal Allocation Model ConservativeGlobal Allocation Model - GrowthGlobal Allocation Model ModerateGlobal Dividend GrowthGlobal Sustainable EquitySustainable Multi-AssetConservativeSustainable Multi-Asset GrowthSustainable Multi-Asset ModerateSustainable Multi-Asset ModerateConservativeSustainable Multi-Asset ModerateGrowthUS Concentrated GrowthUS Growth & IncomeUS Mid Cap GrowthUS Mid Cap ValueUS Opportunistic AlphaJames Alpha Advisors, LLCAlternative Dynamic ConservativeAlternative Dynamic - GrowthAlternative Dynamic - ModerateAlternative Dynamic - ModerateConservativeAlternative Dynamic - ModerateGrowthRM Aggressive GrowthRM Capital PreservationRM ConservativeRM GrowthRM IO Aggressive GrowthRM IO Capital PreservationRM IO ConservativeRM IO GrowthRM IO ModerateRM IO Moderate ConservativeJensen Investment ManagementQuality Growth StrategyQuality Value StrategyJulex Capital ManagementDynamic IncomeDynamic Multi AssetDynamic SectorTrueAlpha Large CapKayne Anderson RudnickInvestment ManagementKAR Mid Cap CoreKAR Large Cap Quality ValueKAR Small-Mid Cap Core[* Available via SMA only.] JUN 2022Learn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com 2022 SMArtX Advisory Solutions

9Manager ProfilesKeeley Teton AdvisorsLazard Asset ManagementMadison Investment AdvisorsMid Cap Dividend ValueSmall Cap Select Value EquityEmerging Markets Core EquitySelect ADREmerging Markets Equity SelectADRMid Cap EquityHigh Quality IntermediateGovernment/Corporate Bond*Intermediate Government/Corporate Bond*Reinhart Active Intermediate FixedIncome*Reinhart Catholic ValuesIntermediate Fixed Income*Kensington Analytics, LLCDynamic GrowthManaged IncomeKingsview InvestmentManagementAmbassador IncomeBlue Chips EliteDividend PlusMulti-Strategy AggressiveMulti-Strategy BalancedMulti-Strategy ConservativeMulti-Strategy ModerateAggressiveMulti-Strategy ModerateConservativeProCapSector AlphaGlobal Equity Select ADRInternational Equity Select ADRInternational Equity Select withEmerging Markets ADRUS Equity ConcentratedUS Equity SelectMain ManagementLear Investment ManagementActive Sector RotationGlobal VigilanceStrategic IncomeMartin CurrieEmerging MarketsLMCG InvestmentsCore Bond ETFDiversified EquityEquity IncomeGlobal MultiCapGlobal MultiCap ETFKKM FinancialLogan Capital Management, Inc.AggressiveConservativeEssential 40GrowthConcentrated ValueCore 60/40Dividend ADRDividend PerformersGrowthLarge Cap GrowthiShares Sector RotationiShares Tactical RotationModerateLoomis Sayles & CompanyKnowledge Leaders CapitalGlobal Allocation StrategyGlobal Equity StrategyCore Fixed Income withSecuritized Asset Fund ManagedAccount*Intermediate Duration FixedIncome Managed Account*Krane Funds AdvisorsChina GrowthChina Innovation StrategyEmerging Markets DynamicOpportunistic China GrowthStrategyLaurus Investment CounselLord, Abbett & Co.Intermediate Municipal SMA*Lyons Wealth ManagementSmall Cap ValueTactical AllocationMartin Investment ManagementBest Ideas’ Growth with a ValueDisciplineGlobal Eco-InvestingGlobal InvestingGlobal Signature InvestingTortue Capital - InternationalEquity Developed WorldMaryland Capital ManagementMCM Concentrated Growth EquityMCM Dividend Growth EquityMCM Small Cap Growth EquityMastrapasqua AssetManagementLarge Cap Core EquityLarge Cap GrowthSMID Cap Core EquityMatrix Asset Advisors, Inc.Dividend IncomeMayTech Global InvestmentsGlobal GrowthUS Small Cap[* Available via SMA only.] JUN 2022Learn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com 2022 SMArtX Advisory Solutions

10Manager ProfilesMcElhenny Sheffield CapitalManagementMSCINorthCoast Asset ManagementCAN SLIMSierpinski Tactical GrowthCore*Measured Risk Portfolio*USA Diversified Multiple--FactorIndexUSA Enhanced Value IndexUSA Minimum Volatility IndexUSA Momentum IndexUSA Quality IndexUSA Socially ResponsibleInvestment IndexMiller/Howard InvestmentsMuhlenkamp & Company, Inc.Drill Bit to Burner Tip (no K-1’s)Income EquityIncome Equity (no MLPs)InfrastructureMLPAll Cap ValueSector RotationTrend PlusMeasured Risk PortfoliosMilwaukee Institutional AssetManagementMIAM Concentrated Equity ValueSMA Strategy*MIAM Concentrated Equity ValueStrategyMIAM Focused Fixed IncomeValue SMA Strategy*Model Capital Management, LLCNASDAQ Dorsey, Wright, &AssociatesSystematic RS AggressiveSystematic RS BalancedSystematic RS CoreSystematic RS Global MacroNorthern Trust Investments, Inc.Core Select BondDSP Quality Low Volatility TaxSensitive Growth w/ Mod IncomeDSP Quality Low Volatility TaxSensitive Growth w/IncomeDSP Quality Low Volatility TaxSensitive IncomeDSP Quality Low Volatility TaxSensitive Income w/Mod GrowthDSP Quality Low Volatility TaxSensitive Max GrowthQuality ESG International (ADR)Model PortfolioQuality ESG U.S. Model PortfolioQuality Low VolatilitySystematic RS GrowthSystematic RS InternationalSystematic RS Tactical FixedIncomeO’Shaughnessy AssetManagementNavigo Wealth ManagementOak Associates, LtdCC AlphaAll Cap Core GrowthNed Davis ResearchOcean Park Asset ManagementDynamic AllocationConservative Allocation ProgramGlobal Balanced 40-60 PortfolioGlobal Balanced 50-50 PortfolioGlobal Balanced 60-40 PortfolioHYCB ProgramModerate AllocationMunicipal Bond ProgramStrategic Income StrategyTactical BondMarket Leaders ValueAmerican Revival - BalancedAmerican Revival – Growth-PlusTactical 2xGrowth Limit-LossTactical Growth Limit-LossTactical IncomeMorgan Dempsey CapitalManagementLarge Cap ValueMorningstar IndexUS Sustainability LeadersWide Moat IndexMRM GroupAll Domestic EquityDynamic InternationalDynamic OverlayGlobalTax-Advantaged IncomeNeuberger BermanInternational ADR PortfolioSustainable Equity PortfolioNewfound ResearchStructural Alpha Conservative(20/80)Structural Alpha ConservativeGrowth (40/60)Structural Alpha Growth (80/20)Structural Alpha Moderate Growth(60/40)Niemann Capital ManagementDynamic US Equity CoreRisk Managed Global OpportunityRisk Managed US EquityOld West InvestmentManagementAll Cap OpportunityOneAscent Investment SolutionsCore Fixed IncomePeak Equity BuilderLearn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com[* Available via SMA only.] JUN 2022 2022 SMArtX Advisory Solutions

11Manager ProfilesOptimum QuantvestInternational Growth ADRU.S. Small Company GrowthAdaptCore Conservative GrowthAdaptCore Long-Term GrowthPacific Income AdvisersPotomac Fund ManagementCorporate MACS*Intermediate Core Plus*Limited Duration MACS*Market Duration MACS*Bull BearGuardianIncome PlusNavigrowthEquityHigh Yield LegacySpectrumYield PlusS&P 500 Sector SelectionRanger Alternative ManagementEquity BearPrime Opportunities InvestmentGroupRanger Investment ManagementEquity ValueAll Cap FocusedPrincipal Global InvestorsRareview CapitalU.S. Real Estate Equity SecuritiesU.S. Small Cap Select EquityU.S. Small Cap Select Value EquityDynamic Fixed Income CEFStrategyMunicipal Bond CEF StrategyPrincipal Street PartnersRaub Brock Capital ManagementEquity IncomeDividend Growth PortfolioProbabilities Fund ManagementReaves Asset ManagementPawleys Investment AdvisorsLong/Short EquityListed InfrastructureDividendGrowthPutnam InvestmentsRedmond Asset ManagementSmall Cap Growth130/30Aggressive GrowthBalanced GrowthBalanced IncomeConservative GrowthGrowthIncomeInternational Durable Equity ADRSustainable FutureSustainable LeadersU.S. Large Cap Growth EquityConcentratedU.S. Large Cap Value EquityConcentratedU.S. Multi-Cap Core EquityConcentratedU.S. Small Cap Growth EquityPolen CapitalQuartz PartnersFocus GrowthGlobal Growth ADRAdaptCore Aggressive GrowthAdaptCore Balanced GrowthPalouse Capital ManagementDiversified IncomeLarge-Cap ValueLarge-Cap Value Total ReturnSmall/Mid ValueParametric Portfolio AssociatesCustom Core US Large Cap (S&P500)*TABS Municipal Ladder 1-10 Year*TABS Municipal Ladder 1-14 Year*TABS Municipal Ladder 5-15 Year*US Corporate Ladder 1-5 Year*Pearl Impact CapitalPIC GlobalPIC InternationalPenn Capital ManagementShort Duration High Yield*Pento Portfolio Strategies, LLCInflation/Deflation HedgePinnacle Capital ManagementRedwood InvestmentManagementEngineered Risk Budget:Drawdown Target 05-08%Engineered Risk Budget:Drawdown Target 08-12%Engineered Risk Budget:Drawdown Target 12-17%Engineered Risk Budget:Drawdown Target 17-25%Engineered Risk Budget:Drawdown Target 25-35%River Road Asset ManagementDividend All-Cap Value IIFocused Absolute ValueInternational Equity ADRSmall Cap Value Equity[* Available via SMA only.] JUN 2022Learn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com 2022 SMArtX Advisory Solutions

12Manager ProfilesRiverbridge PartnersAll Cap GrowthEco LeadersTax-Managed ModerateTax-Managed Moderate GrowthSage Advisory SolutionsRMB Asset ManagementSmall Cap CoreSMID Cap CoreRNC Genter Capital ManagementDividend Income EquityRothschild & Co. AssetManagementUS Large-Cap CoreUS Large-Cap ValueRoyce Investment PartnersPremier PortfolioESG Core PlusESG Global EquityMulti-Asset IncomeTax-Aware Multi Asset IncomeSaratoga Research & InvestmentManagementLarge Cap Quality FocusScarecrowCrow ChaserSymphonic IndexSchafer Cullen CapitalManagementRussell InvestmentManagement, LLCCore BalancedCore Balanced GrowthScharf InvestmentsEfficient GrowthCore ConservativeCore Equity GrowthCore GrowthCore ModerateCore Moderate GrowthHybrid BalancedHybrid Balanced GrowthHybrid ConservativeHybrid Equity GrowthHybrid GrowthHybrid ModerateHybrid Moderate GrowthInternationalLarge CapSmall/Mid CapTax-Managed BalancedTax-Managed Balanced GrowthTax-Managed ConservativeTax-Managed Equity GrowthTax-Managed GrowthAbsolute Return BalancedPortfolioSKBA Capital ManagementValue PlusSMArtX Advisory SolutionsHigh Dividend Value EquityEnhanced Equity Income*International High Dividend ADRSmall Cap Value EquitySMID Dividend Value EquityValue EquityRunning Oak CapitalSheets Smith InvestmentManagementSustainable ValueSegall, Bryant & HamillAll Cap EquitySMID Cap EquityOCIO ETF Target Allocation 0/100OCIO ETF Target Allocation 100/0OCIO ETF Target Allocation 20/80OCIO ETF Target Allocation 40/60OCIO ETF Target Allocation 50/50OCIO ETF Target Allocation 60/40OCIO ETF Target Allocation 80/20Smith Group Asset ManagementSmall Cap Focused GrowthSmooth Sailing IndexesTactical Multi-Sector Bond COREUS Stock & Bond Rotation IndexSnow Capital ManagementAll Cap ValueDividend PlusFocus ValueLarge Cap ValueSmall Cap ValueSound Shore ManagementLarge Cap ValueSeverin InvestmentsConservative GrowthCurrent Equity IncomeLong Term GrowthModerate GrowthRelative Strength PortfolioShaker InvestmentsLong/Short Equity GrowthSmall Cap GrowthSpears AbacusMid Cap OpportunitiesOpportunistic EquitySpectrum Asset ManagementPreferred SecuritiesPreferred Securities TaxAdvantagedPreferred with Capital Securities[* Available via SMA only.] JUN 2022Learn more.sales@smartxadvisory.com I 561-835-8690 I www.smartxadvisory.com 2022 SMArtX Advisory Solutions

13Manager ProfilesSpouting Rock AssetManagementModerate GrowthTactical OpportunitiesSmall Cap GrowthSuncoast Equity ManagementSt. James Investment CompanySelect ValueStance CapitalEquity ESG Large Cap CoreState Street Global AdvisorsIncome Allocation ETF ModelPortfolioTactical Allocation Model ETFPortfolios: ConservativeTactical Allocation Model ETFPortfolios: GrowthTactical Allocation Model ETFPortfolios: Maximum GrowthTactical Allocation Model ETFPortfolios: ModerateTactical Allocation Model ETFPortfolios: Moderate ConservativeTactical Allocation Model ETFPortfolios: Moderate GrowthSterling Capital ManagementEquity IncomeFocus EquityMid Cap ValueShort Term Corporate SMA*Special Opportuni

BlackRock Equity Dividend Factor Rotation ETF Global Dividend ADR International Equity SMA Large Cap Core SMA Large Cap Value Multi-Asset Income MF/ETF . [* Available via SMA only. JUN 2022 Fidelity Institutional Multi-Asset Business Cycle-(I) Strategy Multi-Asset Business Cycle-(Z) Strategy Sector Equity Business Cycle-(I)