Member Firms

Abandoned Property Advisors, LLC

ACA Group

Accenture LLP

Access Data Corp., a Broadridge Company

Advisors Asset Management

Aegon Asset Management

AGF Investments, LLC

AIG

ALFI

Aliter Investment Services, LLC

Alliance Advisors

Allspring Global Investments

ALPS, an SS&C Company

Altruist

American Century Investments

Ameriprise Financial

Aperio Group, LLC

Ashland Partners & Company LLP

Atlanta Capital Investment Managers

AutoRek

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.

Brown Brothers Harriman & Co.

CACEIS Investor Services Bank S.A.

Calamos Investments

Calvert Investments

Capital Group | American Funds

Cerulli Associates, Inc.

Chapman and Cutler LLP

Charles Schwab & Co. Inc.

Citi

Clarendon Partners

ClearBridge Investments

Cogent Syndicated, a Division of Escalent

Columbia Threadneedle Investments

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

FilePoint

First Eagle

First Trust Portfolios

FIS

Franklin Templeton Investments

FRS Ltd.

Future Standard

GE Asset Management

Georgeson

GFT

GMO, LLC

Goldman Sachs

GTC - Global Trust Company

Guggenheim Investments

Harbor Capital

Harbor Funds

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

Integrity Viking Funds

Invesco

Investment Company Institute (ICI)

Investment Metrics LLC

ISS Market Intelligence

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.

Mutual Fund Directors Forum

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

SS&C Technologies, Inc.

Standish Mellon Asset Management

State Street Corporation

State Street Investment Management

STP Investments

T. Rowe Price Services, Inc.

TD Ameritrade

The Hartford

Thornburg Investment Management

Thrivent Financial Investor Services, Inc.

TIAA

Toppan Merrill

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

Wendell Rhoads Consulting