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1290 Funds	1919 Funds	Aberdeen-Asset Management
Acadian Funds	Accordant Investments LLC	Aegon Funds
AGF Investments America Inc.	AIC Loomis Sayles	Akre Focus Fund
Alger Funds **	AllianceBernstein Investments	Allianz
Allianz Life of New York	Allied Asset Advisors	Allspring
ALPS Portfolio Solutions	American Beacon Funds	American Century Funds
American Funds	American Funds Insurance Series	American United Life Insurance
Ameritas Variable Annuity	AMCAP Management LLC	Angel Oak Funds
Angel Oak Term Trusts	Annuity Investors Life	Aperture Investors
Apollo	Apollo Asset Backed Credit Co	Apollo Infrastructure Company
Apollo Interval Funds	Apollo Realty Income Solutions Inc.	AQR Funds
Arbitrage Funds	Arboretum Investment Advisors, LLC	Ares Wealth Management Solutions
Ariel Investments	Aristotle Funds	Artisan Funds
AVIT Funds	Axonic Capital	Bain Capital Private Credit
Baird Funds	Banco Popular Funds	Barings Private Credit Corporation
Baron Capital Management	BBH Funds	BC Partners
Beacon Trust	Becker Value Equity Fund	Benefit Street Partners
BGO Industrial REIT	BlackRock Funds **	Blackstone Frei
Blackstone Private Credit Fund	Blackstone Private Equity Fund	Blackstone Real Estate Income Trust
Blackstone Secured Lending Fund	Blue Owl	Bluerock Asset Management
Bluerock Industrial Growth Reit	Boston Common Funds	Boston Partners Investment Funds
Bourne Financial Group	Bourne Seniors Housing I & II	Bramshill Investments LLC
Bridge Builder Mutual Funds	Bridges Investment Management	Brigade Capital
Bright Rock Funds	Brighthouse Financial	Brighthouse Financial (FKA MetCT)
Brookfield Infrastructure Income Fu	Brookfield Investment Funds	Brookfield Real Estate Income Trust
Brookmont Capital Management	Brown Advisory Funds	BTS Funds **
Buffalo Funds	Calamos Funds	Calvert Funds
Cambiar Funds	Campbell Company Investment Adv LLC	Cantor Fitzgerald Investors LLC
Capital Group Commingled Funds	Capital Group Investment Trusts	Carillon Family of Funds
Carlyle	Carlyle I Alpinvest	Carret Asset Management
Causeway Capital	Centerstone Investors **	Central Park Group LLC
Centre Funds	Champlain	Chase Investment Counsel
Chiron Funds	City National Rochdale Funds	City National Rochdale Strategic
CIBC Atlas Funds	CIM Group	CION Ares Management LLC
Clarkston Capital Partners	Clipper Fund Inc	CNL Distributed Products
Cohen & Steers	Cohen and Steers Reit	Colorado Bondshares
Columbia Future Scholar 529	Columbia Threadneedle	Column Funds
Commerce Funds	Concorde Funds	Congress Asset Management
Corebridge Financial-(Zinnia-AGL)	Corebridge Financial-Var (Zinnia)	Corebridge Financial-Variable & Index
Cottonwood Residential Inc	Counterpoint Mutual Funds **	Cove Street Capital Funds
Credit Suisse Funds	Crescent Private Credit Income Corp	Cromwell Funds
CUNA Mutual Group	Davis Funds	Dearborn Partners
Delaware Life (Onyx)	Delaware Life (Zinnia)	Delaware Wilshire
Dimensional Fund Advisors	DireXion Funds	Dodge & Cox
Doubleline Funds Trust	Dunham & Associates **	Dunham Funds **
DWS	DWS-VIP	Eagle Life
Eagle Point Enhanced Income Trust	Eagle Point Institutional Income Fund	Easterly Funds **
Eaton Vance **	Ecovest Capital Inc	Edgewood
Emerald Funds	Equitable	Equitable Group Retirement
EQT Exeter	EULAV Securities LLC	Eventide Funds **
Evermore Funds Trust	Federated Hermes Inc	Federated Hermes Proj Trade Fin Tender
Fidelity Advisor Funds (FIAM)	Fidelity BDC	First American Funds
First Eagle Funds	First Eagle PCF	First Trust Retirement
Fish Funds - Managed Assets	Flat Rock Global LLC	FMI Funds Inc
Forethought Life Insurance	Fortress Investment Group	Forum Capital Advisors, LLC
Franklin BSP Private Credit Fund	Franklin Templeton Investments	Frontegra Small Cap Core Fund
Frontier Funds	Frost Bank	FS Investments
FS MVP Private Markets Fund	FS/KKR Advisor LLC	FTC Of New Hampshire
Gabelli Funds	Galliard Capital Management	Goldman Sachs Alternative Funds
Goldman Sachs Mutual Funds - INST	Goldman Sachs Mutual Funds - Retail	Golub Capital
GoodHaven Capital Management	GQG Partners LLC	Great West Life & Annuity
Greenbacker Renewable Energy II	Greenbacker Renewable Energy I	Greenbacker Renewable Opp Zone
Guardian Ins & Annuity Co	Guggenheim Investments **	Hamlin Funds
Harbor Funds	Harkey Energy	Hartford Funds
Haverford Financial Services	Heartland Funds	Hennessy Funds
Hines Private Wealth Solutions	Hood River Funds	HoosierFund
Hotchkis & Wiley Funds	HPS Corporate Capital Solutions	HSBC Funds
Huber Capital Management	Icon Capital LLC	Inland Real Estate Investment Corp
Invesco	Invesco Alt Investment	Invesco Global Liquidity **
Ivy Investments CIT	J.P. Morgan Private Investments	Jackson
Jackson Square Partners	Jacob Funds	Janus Henderson Class A & C
Janus Henderson Class I N T	Janus Henderson Class R & S	Janus Henderson Direct Funds
Janus Henderson VIT Funds	JLL Income Property Trust	John Hancock Annuities
John Hancock Asset Based Lending Fd	John Hancock Freedom 529	John Hancock Investment Management
JP Morgan Alternatives	JP Morgan Funds	JPM Everyday401k
KBS Real Estate Trust	KC Life/SFS Agents	Kennedy Lewis Capital Company
Kensington Asset Management	Kinetics Funds	KKR Democratized Access Vehicles
Knights Of Columbus Funds	Kopernik Global Investors LLC	Lawson Kroeker
Lazard Funds	Legal General Investment Mgt Am Inc	Leuthold Funds
LEGG MASON	Lightstone Real Estate Invest	Lincoln Financial Group
Lincoln Financial Group (RET)	LKCM Funds	LoCorr Funds
Loomis Sayles	LSV Funds	Macquarie Collective Investment Trust
Madison Funds	Maingate MLP Fund	MainStay Funds
Mairs and Powers Funds	Mar Vista Investment Partners	Maryland College Investment Plan
MassMutual Funds	Matson Money Inc	Medalist Partners, L.P.
Mesirow Financial	Metlife Funds	MFS Investment Management
MFS LLC Funds	MFS Variable Insurance Trust	Midland National Life
Miller Value Funds	Milliman Variable Insurance Trust	Monetta Funds
Moody National Companies	Morgan Stanley Advisor Funds	Morgan Stanley Inst Liquidity
Muhlenkamp Funds	Muzinich Funds	Nationwide
Nationwide Advisory Solutions	Nationwide Funds	Nationwide Life Ins Co (Funds)
Nationwide Retirement Plans	Natixis Funds	Needham Funds
Neiman Funds **	Neuberger Berman Funds	New Covenant
New York Life	Nexpoint Alternative	Nexpoint Mutual Funds
Nicholas Group	Nicholas Partners	Ninety-One
North American	Northstar Healthcare Income	NORTH CAPITAL INC
Nuance Investments	Nuveen Alternatives	Nuveen Investments
O'Shaughnessy Funds	Oak Hill Advisors	Oakmark Funds
Oaktree Capital Management, L.P.	Olstein Funds	Osterweis Funds
Pacific Life	Pacific Oak Capital Advisors LLC	Palm Valley Capital Management LLC
Participant Capital Partners	Patient Capital	Peachtree Hotel Group
Penn Capital	Penn Mutual Asset Management	Performance Trust Asset Management
Permanent Portfolio	Perritt Funds	PFM Multi-Manager Funds
PGIM Investment Alt	PGIM Investments **	Pimco Interval Fund
PIA Funds	PIMCO Funds - Institutional	PIMCO Retail Funds
PlanMember Securities Corp (PM) **	PlanMember Securities Corp (VA)	Plumb Funds
Pomona Investment Fund	Poplar Forest Partners Fund	Port Street Quality Growth Fund (VP)
Praxis Mutual Funds	Premier Multi-Series VIT	Primecap Odyssey
Principal Funds	Priority Income Fund Inc	Procaccianti Companies Inc
ProFunds	Prospector Funds	Protective Life
Prudential Annuities	Putnam Investments	RBC Funds Trust
Regan Capital LLC	Reinhart Funds	Reynolds Funds
Rice Hall James Funds	RiverNorth Funds	RiverPark Funds
RREEF Property Trust	Russell Investment Company	Russell Investment Funds
RWC Asset Advisors LLC	Sands Capital Management LLC	Saratoga Advantage Trust **
SA Funds	Scharf Funds	Schroder Investment Mgmt
Sculptor Diversified REIT, Inc	Seafarer Funds	Sealy & Company LLC
Securian	Security Benefit Life	Security Benefit Retirement Funds
Selected Funds	Sequoia Fund	SEI - PIMCO
SEI - Ridgeworth	SEI - Virtus	SEI Institutional Funds
SEI-Nuveen	Shenkman Funds	Sprott Asset Management
Sprucegrove Investment Management LTD.	Spyglass Capital Mgmt	SRS Mutual Fund IRA **
SSGA Funds	Standard Insurance Company	Starwood Credit Real Estate
Starwood Real Estate Income Trust	State Street Global Advisors Funds	Stone Ridge Asset Management
Stone Ridge Trust VIII	StoneCastle FICA	StratCap Funds
Strategic Storage Growth Trust III	Strategic Storage Trust VI	Summit Global Investments LLC
Sun Life Financial	T Rowe Price College Savings	T. Rowe Price
T. Rowe Price Reserve Investment	T. Rowe Price Stable Value Class E	T. Rowe Price Variable Annuity Funds
Talcott Resolution Life Insurance	TCW Funds	Texas LoneStar 529 Plan **
The Bishop Street Funds	The Jensen Funds	The PMC Funds
The Royce Funds	The Timothy Plan **	Thompson IM Funds
Thornburg Funds	Thrivent Funds	TIAA-CREF Institutional Funds
TIAA-CREF Life Funds	TIAA-CREF Mutual Funds	Tocqueville Fund
Tortoise	TPG Angelo Gordon	Transamerica Life-Post 06/01
Transamerica Life-Pre 06/01	Transamerica Funds	Transamerica Life (WRL VA)
Transamerica Life Insurance	Transamerica Series Trust	Tributary Funds
Trilinc Global Impact Fund LLC	Union/Time (Admin by Talcott)	United Development Funding
United States Life Ins Co	VanEck	VALIC Independent Distribution
Verity Funds	Victory Funds	Victory Portfolios III
Villere Funds	Vontobel Funds	Voya Institutional Trust Company **
Vulcan Funds	W.P. Carey Inc.	Welton Fund Advisors LLC
Wesmark Funds	WH Reaves	Wildermuth Endowment Fund
William Blair Funds	Wilshire Mutual Funds	Worth Capital **
Yorktown Funds **	Zevenbergen Capital Investments
Total: 431 Management Companies

** - not available at the TIN level