A B C D E F G H I J K L M N O P R S T U V W
Accenture (Beacon)
Access Data Corp., a Broadridge Company
Advisors Asset Management
AGF Investments, LLC
AIG
ALFI
Aliter Investment Services, LLC
ALPS, an SS&C Company
American Century Investments
Ameriprise Financial
Amundi Pioneer
Aperio Group, LLC
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Baillie Gifford & Co. Ltd.
Bank of America / Merrill Lynch
BlackRock
BNP Paribas Securities Services
BNY Mellon
Bonaire, a Broadridge company
Broadridge Financial Solutions, Inc.
Brown Brothers Harriman & Co.
Calamos Investments
Calastone Limited
Calvert Investments
CAMS (Computer Age Management Services Pvt. Ltd.)
Capital Group | American Funds
Capital Growth Management
Causeway Capital Management LLC
Cerulli Associates
CFA Institute
Chapman and Cutler LLP
Citi
Cogent Syndicated, a Division of Escalent
Columbia Threadneedle
Computershare Fund Services
Confluence
Deloitte
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Di Costa Partners
Dimensional Fund Advisors
Dodge & Cox
Dreyfus Corporation
DST Retirement Solutions
DST Systems, Inc.
Eagle Investment Systems
Eaton Vance Management
Edward Jones
Empower Retirement
Envision Financial Systems, Inc.
EQ by Equiniti
Equity Institutional
Equity Trust Company
Ernst & Young LLP
Eventum Enterprise Solutions
Federated Hermes, Inc.
Fidelity Investments
Fiducia Optime
First Eagle
First Trust Portfolios
FIS
Foreside
Franklin Templeton Investments
Fund Intelligence
GE Asset Management
Georgeson
GMO, LLC
Goldman Sachs
Great-West Financial
Harbor Services Group
Harris Associates L.P.
Hartford Funds
Hennessy Funds
Hennion & Walsh, Inc.
Horizon8
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 Viking Funds
Invesco
Investment Company Institute
J.P. Morgan
Janus Henderson
John Hancock Signature Services, Inc.
Legg Mason
Lord Abbett & Co
Macquarie Investment Management
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
Mutual Fund Directors Forum
National Quality Review (NQR)
Nationwide Financial
Neuberger Berman Management LLC
New York Life Investment Management, LLC
Northeast Retirement
Northern Trust Company
NRS (National Regulatory Services)
Nuveen Investments
On Corps, Inc
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
PwC
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
Reed Smith LLP
Reliance Trust
Ropes & Gray
Russell Investments
SalesPage Technologies, LLC
Saturna Capital Corporation
Schafer Cullen Capital Management Inc.
SEI
Six
Sovos Keane
SS&C Technologies, Inc.
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSGA)
Sudrania Fund Services Corp.
T. Rowe Price Services, Inc.
TCW Funds
TD Ameritrade
Thrive Technologies
Temenos
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
Wells Fargo Asset Management