A B C D E F G H I J K L M N O P R S T U V W
Abandoned Property Advisors, LLC
ACA Group
Accenture (Beacon)
Access Data Corp., a Broadridge Company
Advisors Asset Management
Aegon Asset Management
AGF Investments, LLC
AIG
ALFI
Aliter Investment Services, LLC
Allspring Global Investments
ALPS, an SS&C Company
American Century Investments
Ameriprise Financial
Amundi US
Aperio Group, LLC
Archer Investments
Ashland Partners & Company LLP
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Baillie Gifford & Co. Ltd.
Bank of America / Merrill Lynch
Bank of the West
Beacon Ridge Capital Management
BlackRock
BNP Paribas Securities Services
BNY
Bonaire, a Broadridge company
Broadridge Financial Solutions, Inc.
Calamos Investments
Capital Group | American Funds
Cerulli Associates
Chapman and Cutler LLP
Charles Schwab Investment Management
Charles Schwab Trust Bank
Citi
Clarendon Partners
ClearBridge Investments
Cogent Syndicated, a Division of Escalent
Columbia Threadneedle
Computer Age Management Services Limited (CAMS)
Computershare Fund Services
Confluence
CRC
CSS
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Dimensional Fund Advisors
Dodge & Cox
Dreyfus Corporation
DST Retirement Solutions
DST Systems, Inc.
Eagle Investment Systems
Eaton Vance Management
Edward Jones
EI Advisory (On behalf of HSBC)
Empower Retirement
Envision Financial Systems, Inc.
Ernst & Young LLP
Federated Hermes, Inc.
FI360
Fidelity Investments
Fiducia Optime
First Eagle
First Trust Portfolios
FIS
Franklin Templeton Investments
FS Investments
GE Asset Management
Georgeson
GFT
GMO, LLC
Goldman Sachs
Great-West Financial
Gryphon Fund Group
Harbor Capital
Harris Associates L.P.
Hartford Funds
HengTian Services
Hennessy Funds
Hennion & Walsh, Inc.
HSBC Global Asset Management
IFS (International Fund Services), a State Street company
Ignites, a Financial Times Company
Impax Asset Management LLC
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
Institutional Shareholder Services Inc. (“ISS”)
Integrity Fund Services, LLC
Integrity Viking Funds
Invesco
Investment Company Institute
Investment Metrics LLC
J.P. Morgan
Janus Henderson
John Hancock Investment Management
kasina
Laudus Funds
LexisNexis / Blue Sky Regulatory Solutions
Lord Abbett & Co
Manulife Financial
MARS SalesFocus Solutions
Matthews International Capital Management
Mediant Communications
Mellon Capital, a BNY Mellon company
MFS Investment Management
Morningstar Investment Management
Morgan Stanley Wealth Management
Morrow Sodali Fund Solutions
MUFG Investor Services
MUFG Lux Management Company S.A.
Mutual Fund Directors Forum
National Quality Review (NQR), a Delta Data Company
Nationwide Financial
Natixis Global Asset Management
Neuberger Berman Management LLC
New York Life Investment Management, LLC
Northern Trust Company
Nuveen Investments
Osterweis Capital Management
Parnassus Investments
Payden & Rygel Investment Group
Pershing, a BNY Mellon Company
Pensions & Investments
PGIM
PIMCO
Primerica Shareholder Services
Princeton Financial Systems, Inc.
ProShares | ProFunds
Putnam Investments
PwC
RBB Funds Group
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
RBC US Wealth Management
Reliance Trust
RiverSource Life Insurance Co
Rockefeller Capital Management
Ropes & Gray
Royce Investment Partners
Russell Investments
Saturna Capital Corporation
Schafer Cullen Capital Management Inc.
Seligman Investments
SEI
SIX
Sovos
SS&C Technologies, Inc.
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSGA)
STP Investments
T. Rowe Price Services, Inc.
TCW Group
TD Ameritrade
The Hartford
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
TIAA
Touchstone Funds
Transamerica Fund Services, Inc.
U.S. Bank Global Fund Services, LLC
Ultimus Fund Solutions, LLC
Valic Financial Advisors, Inc.
Van Eck Securities Corporation
Vanguard Group, Inc.
Virtus Investment Partners
Voya Investment Management
Wells Fargo Advisors
Weaver