Ultimus Fund Solutions
Ultimus Fund Solutions (Ultimus) is one of the largest independent institutional strength fund administrators and a leading provider of full-service mutual fund administration, accounting, and investor servicing solutions to support the launching and servicing of registered funds, private funds, and public plans. Ultimus offers customized structures designed to support the unique needs of mutual funds, ETFs, hedge funds, alternatives, state-sponsored 529 plans, pensions, endowments, foundations, and other large institutions as well as guidance on fund compliance and distribution, blue sky laws, and printing. As of June 30, 2019, Ultimus services approximately $150 billion in assets under administration and over 1,000 total funds.

Charles Schwab
Charles Schwab is a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning. As of 2019, Charles Schwab held approximately $3.3 trillion in client assets, and 1.5 million corporate retirement plan participants.

SEI Trust Co.
SEI Trust Company (SEI) operates as an investment management company serving banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families. SEI manages or administers approximately $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $318 billion in assets under management and $693 billion in client assets under administration.

Huntington National Bank
As Huntington Banc Shares Incorporated (HBSI), a regional bank holding company providing full-service commercial, mortgage, and consumer banking services including treasury, wealth and investment management, brokerage, and trust services. As of June 30, 2020, HBSI services approximately $118 billion in assets.