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
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
Ashland Partners & Company LLP
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Baillie Gifford & Co. Ltd.
Bank of America / Merrill Lynch
Beacon Ridge Capital Management
BlackRock
BNY
BNY | Archer
BNY | Pershing
Bonaire, a Broadridge company
Broadridge Financial Solutions, Inc.
CACEIS Investor Services Bank S.A.
Calamos Investments
Capital Group | American Funds
Cerulli Associates, Inc.
Chapman and Cutler LLP
Charles Schwab & Co. Inc.
Charles Schwab Trust Bank
Citi
Clarendon Partners
ClearBridge Investments
Cogent Syndicated, a Division of Escalent
Columbia Threadneedle Investments
Computer Age Management Services Limited (CAMS)
Computer Resource Company (CRC)
Computershare Fund Services
Confluence
CSS
Deloitte
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
Eversheds Sutherland
FAM Funds
Federated Hermes, Inc.
Fenimore Asset Management Inc
FI360
Fidelity Investments
Fiducia Optime
First Eagle
First Trust Portfolios
FIS
Franklin Templeton Investments
FRS Ltd.
FS Investments
GE Asset Management
Georgeson
GFT
GMO, LLC
GTC - Global Trust Company
Goldman Sachs
Harbor Capital
Harris Associates L.P.
Hartford Funds
HengTian Services
Hennion & Walsh, Inc.
HSBC Global Asset Management
IFS (International Fund Services), a State Street company
Impax Asset Management LLC.
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
Integrity Fund Services, LLC
Institutional Shareholder Services Inc. (“ISS”)
Integrity Viking Funds
Invesco
ISS Market Intelligence
Investment Metrics LLC
J.P. Morgan
Janus Henderson
John Hancock Investment Management
Kasina
LexisNexis / Blue Sky Regulatory Solutions
Lord Abbett & Co
Manulife Financial
Matthews International Capital Management
Mellon Capital, a BNY Mellon company
MFS Investment Management
Morgan Stanley Wealth Management
Morningstar Inc.
MUFG Investor Services
MUFG Lux Management Company S.A.
Nationwide Financial
Natixis Global Asset Management
Neuberger Berman Management LLC
New York Life Investment Management, LLC
Newton Investment Management North America LLC
Northern Trust Company
Nuveen Investments
Oakmark Funds
Olmstead Associates
Omgeo LLC
Parnassus Investments
Payden & Rygel Investment Group
PGIM
PIMCO
Primerica Shareholder Services
Princeton Financial Systems, Inc.
Putnam Investments
PwC
RBB Funds Group
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
RBC US Wealth Management
RiverSource Life Insurance Co
Rockefeller Capital Management
Ropes & Gray
Royce Investment Partners
Russell Investments
Saturna Capital Corporation
Schafer Cullen Capital Management Inc.
SEI
Seligman Investments
Sodali & Co
Sovos
SS&C Technologies, Inc.
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSGA)
STP Investments
T. Rowe Price Services, Inc.
TD Ameritrade
The Hartford
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
TIAA
Touchstone Funds
Tradewinds Consulting
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.
Vectara
Virtus Investment Partners
Voya Investment Management
Weaver
Wells Fargo Advisors