ByAllAccounts Data Sources with Professional Access Below is a list of advisor and institutional with professional access to the Morningstar® ByAllAccountsSM aggregation service as of May 10, 2018. Using an advisor’s online access and credentials, ByAllAccounts can capture positions and transactions across the advisor’s book of business at the institutions offering these services, without the need for a client’s online access credentials. As is the case with all types of financial services, this list is expanding as we add new clients and pursue the most efficient methods for populating our database with comprehensive client account information.

1st Global - Brokerage - Financial Advisor Alliance Benefit Group Rocky Mountain 1st Source Bank - Retirement Plan Services Employee Benefits, Inc. - Advisor - Sponsor Alliance Benefit Group Rocky Mountain Employee 401k Complete - Advisor Benefits, Inc. - Sponsor 401k Complete - Sponsor Alliance Plan! - Sponsor 401k Focus - Advisor Alliance Retirement Plan - Sponsor 401k Plus - Advisor Life - Agent 401k Plus - Sponsor Alpine Bank (IL) - Retirement - Advisor 401kDIRECTPRO - Advisor Alpine Bank (IL) - Retirement - Plan Sponsor 401kDIRECTPRO - Sponsor American Equity Life Company - Agent 401kPAL Participant Account Link - Financial Advisor American Funds Retirement Planning Center - Sponsor 401kPAL Participant Account Link - Plan Sponsor American General Life Companies - Agent 529 QuickView - Advisor American Legacy - Annuities - Adviser Actuarial Benefits and Design Company - Advisor American Pension Benefits - Advisor Actuarial Benefits and Design Company - Sponsor American Pension Benefits - Sponsor ADP Retirement Services (mykplan.com) - Sponsors and Advisors AMG National Trust Bank - Retirement - Financial Advisor AdvisorCentral AMG National Trust Bank - Retirement Alliance Benefit Group Development Site - Sponsor - Plan Sponsor Alliance Benefit Group North Central States - Sponsor AMI Benefit Plan Administrators Inc - Advisor Alliance Benefit Group of Houston - Advisor Armstrong, Doyle, & Carroll - DayVest Alliance Benefit Group of Houston - Sponsor - Financial Advisor Alliance Benefit Group of Illinois - Financial Advisor Armstrong, Doyle, & Carroll - DayVest - Plan Sponsor Alliance Benefit Group of Michigan ASC Trust Corporation - Advisor (Retirement Funding Corporation) - Advisor Ascensus - Plan Sponsor (SponsorinSight) Alliance Benefit Group of Michigan Ascensus College Savings (QuickView Advisor) (Retirement Funding Corporation) - Sponsor - SFTP Access

©2018 Morningstar. All Rights Reserved. 1 Ascensus Consulting - Plan Sponsor Central Bank Retirement Plan - Financial Advisor Aspire Financial Advisor - SFTP Central Bank Retirement Plan - Plan Sponsor Aspire Financial Services - Advisor Charles Schwab & Co., Inc. - SchwabPlan Sponsor ATEL Securities Corporation - Representative Charles Schwab Institutional - SFTP Athene Annuity - Agent Chemical Bank - NW Retirement - Advisor Athene USA - Agent (Athene Connect) Chemical Bank - NW Retirement - Sponsor Austin Capital Retirement Plan Services - Advisor Chemical Bank - Retirement - Advisor Austin Capital Retirement Plan Services - Sponsor Chemical Bank - Retirement - Sponsor Ave Maria Mutual Funds - Advisor Chernoff Diamond - Sponsor Baden Retirement Plan Services - Sponsor Citizens Bank & Trust (MO) - Retirement - Advisor Banco Popular (Puerto Rico) - Retirement Plans Citizens Bank & Trust (MO) - Retirement - Sponsor - Advisor Clinton National Bank - Retirement - Advisor Banco Popular (Puerto Rico) - Retirement Plans Clinton National Bank - Retirement - Sponsor - Sponsor CMC Interactive - Advisor Beneco - Sponsor Cohn Reznick Retirement Plan Services - Plan Sponsor Benefit Consultants Group - Advisor CollegeChoice Advisor 529 Savings Plan - Advisor BeneSys - Advisor CollegeCounts 529 Advisor Plan BeneSys - Sponsor - Advisors/Broker/Professional Beneworld - Advisor CollegeCounts 529 Direct Plan Beneworld - Sponsor - Broker/Professional Bernstein Investment Research and Management Columbia Benefits Consultants - Advisor - Professional Columbia Benefits Consultants - Sponsor Billings and Company - Advisor Commonwealth Annuity and Boetger & Associates - Advisor Company - Advisor BOK Financial Management - Advisor Community National Bank (Retirement Plans) BOK Financial Asset Management - Sponsor - SFTP Access Bright Directions - Broker Cornerstone Bank (NE) - Retirement - Advisor C.H. Dean Financial - Financial Advisor Cornerstone Bank (NE) - Retirement - Participant C.H. Dean Financial - Plan Sponsor Cornerstone Bank (NE) - Retirement - Sponsor California Fund Group 401(k) Correll Co - Advisor - Financial Advisor Correll Co - Sponsor California Investment Trust Fund Group 401(k) Cortland Capital Markets Services (BasePoint) - Plan Sponsor - SFTP Access California Pension Administrators & Consultants Creative Planning TPA - Advisor (CalPac) - Financial Advisor Creative Planning TPA - Sponsor California Pension Administrators & Consultants Daily Value Plan - Advisor (CalPac) - Plan Sponsor Daily Value Plan - Sponsor Capella - Advisor DayPak & FlexPak Participant Portal - Advisor Capella - Sponsor DayPak & FlexPak Participant Portal - Sponsor Carrollton Bank Advisor - SFTP

©2018 Morningstar. All Rights Reserved. 2 DeWaay Benefit Administrators - Advisor Fringe Benefits Design - 401(k)/403(b) - Advisor DeWaay Benefit Administrators - Sponsor Fulton Financial Advisors 401(k) - Advisor DST - Branch/Tax ID Access ONLY Fulton Financial Advisors 401(k) - Sponsor E*TRADE - Advisor FutureBenefits of America - Financial Advisor Employee Benefit Resources - Advisor FutureBenefits of America - Plan Sponsor Employee Fiduciary - Advisor GEMGroup - Advisor Employee Incentive Plans (EIP) - Advisor GEMGroup - Sponsor Employee Incentive Plans (EIP) - Sponsor Genesis Employee Benefits - America's VEBA Empower Retirement PartnerLink - Sponsor Solution - Plan Sponsor Envoy Financial - Envoy Choice - Employer Glenview State Bank - Retirement - Sponsor Envoy Financial - Envoy Choice - Oversight Team Gold Bullion International (GBI) - FTP ERISA Partners - Plan Sponsor Government Employee Benefits Corporation (GEBCorp) - Financial Advisor Estratas - Plan Sponsor Government Employee Benefits Corporation EverBank - Advisor Services (GEBCorp) - Plan Sponsor Federated Investors SmartStream - FTP Great American Insurance Group - Annuity Fidelity & Guaranty Life - Agent Investors Life Insurance Company - Variable Annuities - Agent Fidelity AdvisorXpress - Financial Advisors Great American Insurance Group - Great American Fidelity Charitable Gift Fund - Advisor Life Insurance Company - Annuities - Agent Fidelity IWS - FTP Access Greenleaf Trust - Retirement Plan - Advisor Fidelity IWS (non-brokerage) Affiliate Accounts - FTP Greenleaf Trust - Retirement Plan - Sponsor Fidelity Plan Sponsor Webstation Heartland Retirement Plan Services - Advisor Field & Main Bank - Retirement - Advisor Heartland Retirement Plan Services - Participant Field & Main Bank - Retirement - Sponsor Heartland Retirement Plan Services - Sponsor Financial Decisions - Financial Advisor Heritage Pension Advisors - Financial Advisor Financial Decisions - Plan Sponsor Heritage Pension Advisors - Plan Sponsor First Bank & Trust (SD) - 401K Account - Advisor HK Financial Services - Retire Login - Advisor First Bank & Trust (SD) - 401K Account - Sponsor HK Financial Services - Retire Login - Sponsor First Mercantile Trust - Investment Professional Hooker & Holcombe Retirement Services First Merchants Corporation - 401(k) - Advisor - Financial Advisor First Merchants Corporation - 401(k) - Sponsor Hooker & Holcombe Retirement Services First Midwest Bank - Retirement - Advisor - Plan Sponsor First Midwest Bank - Retirement - Sponsor Howard Simon & Associates - Advisor First National Bank of Fort Smith - Retirement Howard Simon & Associates - Sponsor - Advisor HPL&S - Advisor First National Bank of Fort Smith - Retirement ICapital Retirement Plan Services - Advisor - Sponsor ICapital Retirement Plan Services - Sponsor Foley & Lardner - FTP IE Shaffer - Plan Sponsor Foliofn Advisor Download Center Independent Pension Solutions - Advisor

©2018 Morningstar. All Rights Reserved. 3 Independent Pension Solutions - Sponsor Macatawa Bank - Retirement - Advisor Independent Pension Solutions (DPS) - Advisor Macatawa Bank - Retirement - Sponsor Independent Pension Solutions (DPS) - Sponsor MassMutual Annuities - Advisor Ingham Retirement Group - Advisor MassMutual Retirement Access - Plan Sponsor/TPA Integrity Life Insurance Company - Representatives MassMutual Retirement Plans - Financial Professional Investrust - Advisor McCready and Keene, Inc. - Plan Sponsor Investrust - Sponsor Meeder Funds - Broker Dealer/Advisor iShares 529 Plan - Advisor Merrill Lynch - FTP Insurance of New York Merrill Lynch - SFTP Producer Services MetLife of Connecticut AccountViewer - Producer Janney Montgomery Scott LLC. - Vestmark FTP Michigan Employee Benefit Services, Inc. (MEBS) Jefferies FTP - Advisor Jefferson National - FTP Access Michigan Employee Benefit Services, Inc. (MEBS) JNat - Agent & Advisor - Sponsor Jocelyn Pension Consulting - Advisor Midland National Life Insurance Company - Annuity (Agent) Jocelyn Pension Consulting - Sponsor Millennium Trust - FTP John Hancock USA - Plan Sponsor Milliman Your Benefit Site - Advisor Joint Retirement Board for Conservative Judaism - Advisor Milliman Your Benefit Site - Sponsor Joint Retirement Board for Conservative Judaism Morningstar Marketplace - Sponsor MVP Plan Administrators - Plan Sponsor Journey Retirement Plan Services - Advisor MyAccountValue.com - Financial Advisor Journey Retirement Plan Services - Sponsor MyAccountValue.com - Plan Sponsor JPMorgan Access - SFTP MyBestPlan.com - Advisor JPMorgan Private Bank - SFTP MyBestPlan.com - Sponsor July Business Services - Advisor MyPlanAccount by Heintzberger/Payne - Advisor KT Administrators - Financial Advisor National Benefit Services - Advisor KT Administrators - Plan Sponsor National Benefit Services - Sponsor KTRADE - Advisor National Financial Services (Streetscape) Leading Retirement Solutions - Advisor - Professional Legacy Marketing Group - Agent Nationwide Financial Services - Financial Advisor - Sales & Service Center LeTort Trust - Advisor Nebraska Educational Savings Trust - Advisor Plan LeTort Trust - Sponsor - Advisor Liberty Bankers Life - Agent NestEgg University - Advisor Lifetime Benefit Solutions - Financial Advisor New England Pension Plan Systems - Advisor Loring Ward - Advisors New England Pension Plan Systems - Sponsor LPL Financial - Account View - Advisor New York Life Retirement - Plan Sponsor LT Trust - 401(k) - Advisor Newport Group (benefitwebaccess) - Advisor LT Trust - 401(k) - Sponsor Newport Group (benefitwebaccess) - Sponsor

©2018 Morningstar. All Rights Reserved. 4 Newport Group (DailyAccess) - Advisor PenSys Daily Valuation Plan - Plan Sponsor Newport Group (PlanDestination) - Sponsor Pentegra Retirement Services - Advisor Noble-Davis Consulting - Advisor People's United Bank Retirement Services (iPlan) Noble-Davis Consulting - Sponsor - Advisor - FTP Access People's United Bank Retirement Services (iPlan) - Sponsor NRS Trust Product Administration - Broker Plan Administrators Inc. - Financial Advisor Nyhart - 401(k) Plan Sponsor Preferred Pension Concepts (PPC) - Advisor Nyhart - Financial Advisor Preferred Pension Concepts (PPC) - Sponsor Old National Bank - Financial Advisor Primark Benefits - PBRetire - Plan Sponsor Old National Bank - Plan Sponsor Professional Capital Services (PCS) - Sponsor Old Second - 401(k) - Financial Advisor Profit Sharing Plan Administrators, Inc. - Advisor Old Second - 401(k) - Plan Sponsor Profit Sharing Plan Administrators, Inc. - Sponsor OneAmerica - Life and Annuity Producer Prudential Annuities - Financial Professional Login OneAmerica Securities - Registered Representative Retirement - Plan Sponsor Oppenheimer FTP Prudential Xpress Oppenheimer Funds - Financial Advisor Public Agency Retirement Services (PARS) OptumHealth Financial Services - Plan Sponsor - Plan Sponsor Orange Bank and Trust - SFTP Putnam Investments Financial Advisor P&A Group Retirement - Advisor Qualified Plan Administrators - Advisor P&A Group Retirement - Sponsor Qualified Plan Administrators - Sponsor Pacific Life - FTP Qualified-Solutions (Allen, Gibbs & Houlik) - Advisor Pacific Life Annuities & Mutual Funds - Producer Qualified-Solutions (Allen, Gibbs & Houlik) - Sponsor Paychex Online - Advisor Quorum Consulting Group - Advisor Paychex Online Retirement Services Quorum Consulting Group - Sponsor - Advisor/Employer Randall & Hurley, Inc. (RHI) - Advisor PB&H Benefits - Advisor Randall & Hurley, Inc. (RHI) - Sponsor PB&H Benefits - Sponsor RBC DataWorkS Pelion Benefits - Advisor REDW - Benefits Plan - Advisor Pelion Benefits - Sponsor REDW - Benefits Plan - Sponsor Pencal - Plan Sponsor Reform Pension Board - RPB InfoExpress - Advisor Penn Mutual - Producer Reform Pension Board - RPB InfoExpress - Sponsor Pensco Trust Company - Advisor Reinhart - BrickFTP PenServ Plan Services - Advisor Reliance Trust - SecureLink SFTP Pension Corporation of America - Financial Advisor Retirement Alliance - Plan Sponsor Pension Corporation of America - Plan Sponsor Retirement Direct - Sponsor/Advisor Pension Inc. InterLink - Advisor Retirement Horizons Inc. (RHI) - Advisor Pension Inc. InterLink - Sponsor Retirement Plan Consultants - Advisor PenSys Daily Valuation Plan - Financial Advisor Retirement Plan Consultants - Sponsor

©2018 Morningstar. All Rights Reserved. 5 Retirement Planners and Administrators - Sponsor The Retirement Plan Optimizer - Advisor Retirement Strategies Group - Advisor The Retirement Plan Optimizer - Sponsor Retirement Strategies Group - Sponsor The Trust Company of Knoxville - Advisor Retirement Strategies, Inc. - Sponsor The Trust Company of Knoxville - Sponsor RetirementVista by WESPAC - Financial Advisor The Trust Company of Oklahoma - Retirement RetirementVista by WESPAC - Plan Sponsor - Advisor RiversEdge - Plan Sponsor The Trust Company of Oklahoma - Retirement - Sponsor RiverSource - Annuity - Financial Professionals TIAA-CREF Advisor Rogers Wealth Group - Advisor TIAA-CREF Advisor - Client Data Download Rogers Wealth Group - Sponsor TNStars 529 College Savings Program - Advisor/Broker RPS Benefits - Advisor Touchstone Retirement Group - Advisor Schenck Retirement Plan Solutions - Advisor Touchstone Retirement Group - Sponsor Schenck Retirement Plan Solutions - Sponsor Town and Country Bank (IL) - Retirement Schnitman Group - Advisor - Financial Advisor Schnitman Group - Sponsor Town and Country Bank (IL) - Retirement SchoolsFirst Federal Credit Union - Plan Sponsor - Plan Administration - Employer TPC 401(k) - Sponsor Securian Retirement Center for Financial Professionals TPP Retirement Plan Specialists - Advisor National Bank (IA) - 401(k) TR Paul Inc. - Advisor - Financial Advisor TR Paul Inc. - Sponsor Security National Bank (IA) - 401(k) - Plan Sponsor Transamerica Retirement Services |- Financial Professionals Sentry Insurance - Sponsor Transamerica Retirement Solutions Slavic401k.com - Advisor - Plan Sponsor Direct Slavic401k.com - Sponsor Trust & Investment Services - Advisor Spectrum Pension Consulting - Advisor Trust & Investment Services - Sponsor Stanley Benefits - Advisor Trust Company of America 401K - Advisor State University System Optional Retirement Trust Company of America 401K - Sponsor Program (SUSORP) - VALIC Retirement - Sponsor Trust Company of Illinois - My 401K - Sponsor Steele Capital Management - Financial Advisor Trust Point Inc. - Retirement - Advisor - Advisor Trust Point Inc. - Retirement - Sponsor Sun Life USA - FinancialProLink (Advisor) Turning Point Associates - Advisor SunGard - Retirement - Advisor TWG Benefits - Advisor TD Ameritrade - Institutional SFTP Access TWG Benefits - Sponsor TD Ameritrade - Institutional Trust VEO Ubiquity Retirement + Savings - Sponsor and Advisor TD Ameritrade Advisor Services UBS Financial Services FTP Dropbox - SecureTransport The Retirement Plan Company - Advisor UBS Financial Services FTP Dropbox The Retirement Plan Company - Sponsor - SecureTransport (Separate Sleeves)

©2018 Morningstar. All Rights Reserved. 6 Union Bank & Trust Company (NE, KS) - Retirement - Advisor Union Bank & Trust Company (NE, KS) - Retirement - Sponsor USAllianz - Agent ValueWorks FTP Vantage Benefits - Advisor Vantage Benefits - Sponsor Verisight - Advisor VLP Corporate Services - Advisor VLP Corporate Services - Sponsor Voya Retirement Professionals Wabash Capital Services - Alliance Benefit Group - Financial Advisor Wabash Capital Investment Management Services - Alliance Benefit Group - Plan Sponsor WealthTouch FTP - JPMorgan Chase WealthTouch FTP - Northern Trust Wedbush - FTP Access Wells Fargo Advisors - SFTP Wells Fargo Data Transmission Services - SFTP Wells Fargo Prime Services - FTP Wells Fargo Trust - SFTP Weston Financial - FTP Access WYE Financial & Trust - SFTP Access

©2018 Morningstar. All Rights Reserved. 7