Abandoned Property Advisors, LLC
ACA Group
Access Data Corp., a Broadridge Company
Aliter Investment Services, LLC
Allspring Global Investments
Archer
American Century Investments
Baillie Gifford Overseas Ltd.
Bank of America / Merrill Lynch
BlackRock
BNP Paribas Securities Services
BNY Mellon
Broadridge Financial Solutions, Inc.
Calamos Investments
Capital Group | American Funds
Charles Schwab & Co.
Citi
Clarendon Partners
Cohen & Company
Cohen & Steers Capital Management, Inc.
Columbia Threadneedle Investments
Computershare Fund Services
Deloitte
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Dimensional Fund Advisors Inc.
Dodge & Cox
EdgarAgents LLC
Edward Jones
Envision Financial Systems, Inc.
Federated Hermes, Inc.
Fidelity Investments
FIS
Franklin Templeton Investments
FS Investments
GFT
Goldman Sachs
Grant Thornton
Harris Associates L.P.
Hartford Funds

HengTian Services
Hennion & Walsh Inc.
HSBC Global Asset Management
Impax Asset Management LLC
Invesco
IRALogix
Jaid
John Hancock Signature Services, Inc.
J.P. Morgan
Lord Abbett & Co LLC
LPL Financial Services
MARS SalesFocus Solutions
Mediant Communications
MFS Investment Management
Morgan Stanley Wealth Management
Morrow Sodali Fund Solutions
National Quality Review (NQR)
Natixis Global Asset Management
Neuberger Berman Management LLC
Northern Trust
Oneil Digital Solutions
PGIM
PIMCO
Primerica Shareholder Services
Putnam Investments
PwC
RBC Investor & Treasury Services
ReFlow Services LLC
SalesPage Technologies, LLC
SS&C Technologies, Inc.
State Street Corporation
STP Investment Services LLC
Sun Life Financial
T. Rowe Price Associates
Temenos
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
Touchstone Funds
Ultimus Fund Solutions, LLC
U.S. Bank Global Fund Services
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