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1290 Funds	1919 Funds	Aberdeen-Asset Management
Acadian Funds	Accordant Investments LLC	Aegon Funds
AIC Loomis Sayles	Alger Funds **	AllianceBernstein Investments
Allianz	Allianz Life of New York	Allied Asset Advisors
Allspring	ALPS Portfolio Solutions	ALPS Variable Investment Trust
American Beacon Funds	American Century Funds	American Funds
American Funds Insurance Series	American United Life Insurance	Ameritas Variable Annuity
Angel Oak Funds	Angel Oak Term Trusts	Annuity Investors Life
Apollo Asset Backed Credit Co	Apollo Debt Solutions BDC	Apollo Infrastructure Company
Apollo Interval Funds	Apollo Realty Income Solutions Inc.	Apollo S3 Private Markets Fund
AQR Funds	Arbitrage Funds	Arboretum Investment Advisors LLC
Ares Wealth Management Solutions	Ariel Investments	Aristotle Funds
Artisan 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
BlackRock Funds **	Blackstone Infrastructure Strategies	Blackstone Private Asset Credit Fund
Blackstone Private Credit Fund	Blackstone Private Equity Fund	Blackstone Real Estate Exchange
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	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 Private Equity Fund	Brookfield Real Estate Income Trust
Brookmont Capital Management	Brown Advisory Funds	BTS Funds **
Buffalo Funds	BX Private Re Credit Income	Calamos Funds
Calvert Funds	Cambiar Funds	Campbell Company Investment Adv LLC
Capital Group Commingled Funds	Capital Group Investment Trusts	Carillon Family of Funds
Carlyle	Carlyle I Alpinvest	Carret Asset Management
Causeway Capital	Champlain	Chase Investment Counsel
Chiron Funds	City National Rochdale Funds	City National Rochdale Strategic
CIBC Atlas Funds	CIM Group	CION Ares Management LLC
CION Investments	Clarkston Capital Partners	Clipper Fund Inc
CNL Distributed Products	Cohen & Steers	Cohen and Steers Reit
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 Communities Inc	Counterpoint Mutual Funds **	Credit Suisse Funds
Crescent Private Credit Income Corp	Dakota Funds	Davis Funds
Dawson Partners	Dearborn Partners	Delaware Life (Onyx)
Delaware Life (Zinnia)	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 **	Federated Hermes Inc	Federated Hermes Proj Trade Fin Tender
Fidelity Advisor Funds (FIAM)	Fidelity BDC	First American Funds
First American Multi-Manager Funds	First Eagle Funds	First Trust Retirement
Fish Funds - Managed Assets	FMI Funds Inc	Forethought Life Insurance
Fortress Investment Group	Forum Capital Advisors, LLC	Franklin BSP Private Credit Fund
Franklin Templeton Alternatives	Franklin Templeton Investments	Frontier Funds
Frost Bank	FS MVP Private Markets Fund	FS/KKR Advisor LLC
FTC Of New Hampshire	Future Standard	Gabelli Funds
Galliard Capital Management	Gladstone Management Corporation	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 (Admin by Talcott)	Guardian Ins & Annuity Co	Hamlin Funds
Harbor Funds	Hartford Funds	Haverford Financial Services
Heartland Funds	Hennessy Funds	Hillman Capital Management
Hines Private Wealth Solutions	Hood River Funds	HoosierFund
Hotchkis & Wiley Funds	HPS Corporate Capital Solutions	HPS Corporate Lending Fund
HSBC Funds	Huber Capital Management	I Squared
Icon Capital LLC	IMGP Funds	Inland Real Estate Investment Corp
Invesco	Invesco Alt Investment	Invesco Global Liquidity **
Ivy Investments CIT	J.P. Morgan Private Investments	Jackson
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 Exchange	JLL Income Property Trust	John Hancock Annuities
JP Morgan Alternatives	JP Morgan Funds	KBS Real Estate Trust
KC Life/SFS Agents	Kensington Asset Management	Kinetics Funds
KKR Democratized Access Vehicles	Knights Of Columbus Funds	Kopernik Global Investors LLC
Lawson Kroeker	Lazard Funds	Leuthold Funds
Lightstone Real Estate Invest	Lincoln Financial Group	Lincoln Financial Group (RET)
LKCM Funds	LoCorr Funds	Loomis Sayles
LSV Funds	Macquarie Collective Investment Trust	Macquarie Wealth Solutions LLC
Madison Funds	Maingate MLP Fund	Mairs and Powers Funds
Manulife John Hancock Alternatives	Manulife John Hancock Investments	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	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 Funds	New Covenant	New York Life
New York Life Investments Funds	Nexpoint Alternative	Nexpoint Mutual Funds
Nicholas Group	Nicholas Partners	North American
NORTH CAPITAL INC	Nuance Investments	Nuveen Alternatives
Nuveen Life Funds	Nuveen Mutual Funds	O'Shaughnessy Funds
Oak Hill Advisors	Oakmark Funds	Oaktree Capital Management, L.P.
Olstein Funds	Osterweis Funds	Pacific Life
Palm Valley Capital Management LLC	Patient Capital	Peachtree Hotel Group
Penn Capital	Performance Trust Asset Management	Permanent Portfolio
PGIM Investment Alt	PGIM Investments **	Pimco Interval Fund
PIA Funds	PIMCO Funds - Institutional	PIMCO Retail Funds
PlanMember Securities Corp (VA)	Poplar Forest Partners Fund	Port Street Quality Growth Fund (VP)
Praxis Mutual Funds	Premier Multi-Series VIT	Primecap Odyssey
Principal Credit Real Estate	Principal Funds	Priority Income Fund Inc
Procaccianti Companies Inc	ProFunds	Prospect Credit Reit, LLC
Protective Life	Prudential Annuities	Putnam Investments
Pzena Investment Management	RBC Funds Trust	Regan Capital LLC
Reinhart Funds	Reynolds 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
Smartstop Self Storage Reit INC	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	Stockbridge Capital Group	Stone Ridge Trust
Stone Ridge Trust VIII	StoneCastle FICA	Stonepeak
StratCap Funds	Strategic Storage Trust X	Strategic Storage Growth Trust III
Strategic Storage Trust VI	Strategic Student Senior Housing TR	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 Royce Funds
The Timothy Plan **	Thompson IM Funds	Thornburg Funds
Thrivent Funds	TIAA-CREF Institutional Funds	Tocqueville Fund
Tortoise	TPG Private Equity Opportunities Fund	TPG Twin Brook Capital Income Fund
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	TruStage
Union/Time (Admin by Talcott)	United States Life Ins Co	USQ Funds
VanEck	VALIC Independent Distribution	Venerable Variable Insurance Trust
Verity Funds	Victory Funds	Victory Portfolios III
Villere Funds	Vista Equity Partners	Vontobel Funds
Voya Institutional Trust Company **	W.P. Carey Inc.	Welton Fund Advisors LLC
WH Reaves	Wildermuth Endowment Fund	William Blair Funds
Wilshire Mutual Funds	Wilshire Private Assets	Yorktown Funds **
Zevenbergen Capital Investments
Total: 415 Management Companies

** - not available at the TIN level