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
Accelex
Accenture (Beacon)
Access Data Corp., a Broadridge Company
Advisors Asset Management
AEGON Group
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
Bank of the West
BlackRock
BNP Paribas Securities Services
BNY Mellon
Bonaire, a Broadridge company
Broadridge Financial Solutions, Inc.
Calamos Investments
CAMS (Computer Age Mgmt Services Pvt. Ltd.)
Capital Group | American Funds
Capital Growth Management
Causeway Capital Management LLC
Cerulli Associates
CFA Institute
CFA Society Toronto
Chapman and Cutler LLP
Charles Schwab Investment Management
Charles Schwab Trust Bankt
Citi
ClearBridge Investments
Cogent Syndicated, a Division of Escalent
Cohen & Steers Capital Management, Inc.
Columbia Threadneedle
Computershare Fund Services
Confluence
Cowen
CSS
Deloitte
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Di Costa Partners
Dimensional Fund Advisors
Discovery Data
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
Fund Intelligence
GE Asset Management
Georgeson
GMO, LLC
Goldman Sachs
Great-West Financial
Gryphon Fund Group
Harbor Services Group
Harris Associates L.P.
Hartford Funds
HengTian Services
Hennessy Funds
Hennion & Walsh, Inc.
HSBC Global Asset Management
Ignites, a Financial Times Company
IFS (International Fund Services), a State Street company
Impax Asset Management LLC
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
Integrity Fund Services, LLC
Integrity Viking Funds
Invesco
Investment Company Institute
Investment Metrics LLC
IraLogix
J.P. Morgan
Janus Henderson
John Hancock Signature Services, Inc.
kasina
Laudus Funds
LexisNexis / Blue Sky Regulatory Solutions
Lord Abbett & Co
LPL Financial Services
Manulife Financial
MarketSphere Unclaimed Property Specialists
MARS SalesFocus Solutions
Matthews International Capital Management
Mediant Communications
Mellon Capital, a BNY Mellon company
MFS Investment Management
Money-Media, a Financial Times company
Morgan Stanley Services Company Inc.
Morningstar Investment Management
MUFG Investor Services
MUFG Lux Management Company S.A.
Mutual Fund Directors Forum
National Quality Review (NQR)
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
PGIM
Pimco
Primerica Shareholder Services
Princeton Financial Systems, Inc.
ProShares | ProFunds
Putnam Investments
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
RBC US Wealth Management
Reliance Trust
RiverSource Life Insurance Co
Ropes & Gray
Royce Investment Partners
Russell Investments
SalesPage Technologies, LLC
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)
T. Rowe Price Services, Inc.
TCW Group
TD Ameritrade
Temenos
The Hartford
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
TIAA
Touchstone Funds
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
Wells Fargo Asset Management
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