Aberdeen Asset Management

Absolute Investment Advisers

ACA Compliance Group


Access Data, a Broadridge Company

Advantus Capital Management, Inc.

Advisors' Inner Circle Fund

Advisers Investment Trust

Advisor Guidance, Inc.



Alliance Shareholder Communications


AllianceBernstein Funds

AllianceBernstein Investments

AllianceBernstein Investor Services, Inc.

Allianz Funds

Allianz Global Investors

Allianz Global Investors U.S. Holdings LLC

Allianz Investment Management LLC

Allied Printing Services, Inc.

Alpine Investment Management

ALPS Fund Services

ALPS, A DST Company

American Bankers Association

American Beacon Advisors, Inc.

American Beacon Funds

American Century Funds

American Century Investment Management, Inc.

American Century Investments

American Council of Life Insurers

American Funds

American Funds Service Company

Ameriprise Financial Inc.


Aquila Funds

Aquila Investment Management LLC

Ariel Investment Trust

Ariel Investments, LLC

Artisan Partners, L.P.

Ashmore Funds

Aspiriant Funds

Asset International, Inc.

Asset Management Association of China


AST Fund Solutions

Aston Asset Management LP

Atlantic Fund Services

AXA Equitable

Baillie Gifford Funds

Baillie Gifford Overseas Ltd

Bank of America

Bank of America Merrill Lynch

Bank of New York Mellon


Barron's Magazine

Battea - Class Action Services, LLC


BBH Trust

Beacon Consulting Group

Beacon Hill Fund Services, Inc.

Bennett Group of Funds


BlackRock Funds

Blake, Cassels & Graydon LLP


Bloomberg BNA

Bloomberg News

Bloomberg Television

BMO Asset Management Corp.

BMO Funds


BNP Paribas 

BNY Mellon 

BNY Mellon Asset Servicing

BNY Mellon Funds

BNY Mellon Investment Servicing (US) Inc.


BofA Money Funds

BofA Global Capital Management

Bonaire Software Solutions, LLC

Bosera Asset Management (International) Co. Ltd.

Boston Financial Data Services, Inc.

Brandes Investment Partners & Co.

Brandes Mutual Funds

Bridgeway Funds

Bright Rock Capital Management



Broadridge Financial Solutions, Inc.

Brookfield Funds

Brookfield Investment Management Inc.

Brown Brothers Harriman & Co.

Buffalo Funds


Calvert Funds

Calvert Investments

Capital Group

Capital Group Companies, Inc.

Capital Guardian Trust Company

Capital Research and Management Company

Capstone Asset Management Company

Celera Systems, LLC

Cerulli Associates

CFA Institute

CGM Funds

Changsheng Fund Management Ltd

Charles Schwab & Co., Inc.

Charles Schwab Investment Management, Inc.

Chicago Board Options Exchange

China Asset Management Co., Ltd

China Investment Securities

China Southern Asset Management

Chuangying Capital

Cipperman & Company

Cipperman Compliance Services LLC


Citigroup, Inc.

Citi Fund Services


Cogent Research

Cohen & Steers Capital Management, Inc.

Cohen & Steers Funds

Cohen Fund Audit Services, Ltd.

Columbia Funds

Columbia Management

Columbia Wanger Asset Management

Command Financial Press

Computershare Fund Services

Computershare/Georgeson Securities


Confluence Technologies

Consulting Group Capital Markets Funds

Corporate Insight

CQ Roll Call

CQ Transcriptions

Cramer Rosenthal McGlynn, LLC

Credit Agricole CIB

CRM Funds


Curian Capital, LLC

D. F. King & Co., Inc.

Daiwa Asset Management (America)

Data Communique

Davis Selected Advisers, L.P.

Dechert LLP

Deka Investment GmbH

Delaware Investments

Deloitte & Touche LLP

Delta Data Software

Depository Trust & Clearing Corporation

Deutsche Asset & Wealth Management

Deutsche Bank

DG3 North America

Diamond Hill Funds

Dickstein Shapiro LLP

Diligent Board Member Services

Dimensional Fund Advisors

Dinsmore Capital Mgmt. Co

Dodge & Cox

Domini Social Investments LLC

Dreyfus Corporation

Dreyfus Transfer, Inc

Driehaus Mutual Funds

Drinker Biddle & Reath LLP


DST Output

DST Systems, Inc

DundeeWealth Funds

Dunham & Associates

DWS Investments Funds

Eagle Family of Funds

Eagle Investment Systems


Eaton Vance

Eaton Vance Corporation

Eaton Vance Investment Managers

Eaton Vance Mutual Funds

Edward Jones Investments

Emond, Berger and Associates

Envision Financial Systems, Inc.

ERISA Industry Committee

Ernst & Young LLP

Eurasia Group

FAM Funds

Federal Reserve Board

Federated Investors, Inc.

FGS, Inc.

Fidelity ActionsXchange

Fidelity Equity and High Income Funds

Fidelity Investments


Financial Advisor Magazine

Financial Planning Magazine

Financial Research Corporation

Financial Tracking, LLC


First Allied Securities

First Eagle Investment Management

First Investors

First Investors Funds

First Investors Management Company

Fluent Technologies

Foreside Financial Group, LLC

Foreside Compliance Services LLC

Forward Funds

FPA Funds

Franklin Mutual Series Funds

Franklin Resources, Inc.

Franklin Templeton

Franklin Templeton Companies, LLC

Franklin Templeton Funds

Franklin Templeton Investments

Franklin Templeton Investor Services, LLC

Franklin Templeton  Services, LLC

Fred Alger & Company, Incorporated

Fred Alger Management, Inc.

Fullgoal Fund Management Co.

Fund Industry Intelligence


FundSERV Inc.

FUSE Research

Gartner Inc.

GatekeeperIQ, A Financial Times Service

GE Asset Management, Inc.

Gemini Fund Services, LLC


GF Fund Management Co., LTD.

Global Trust Company (GTC)

Goldman Sachs, & Co.

Goldman Sachs Asset Management

Goldman Sachs Mutual Funds

Goodwin Procter LLP

Great-West Life & Annuity Insurance Company

Gregory FCA

Guggenheim Funds

Guggenheim Investments

GuideStone Funds

Harbor Capital Advisors, Inc.

Harbor Funds

Harris Associates LP

Hartford Mutual Funds

Hatteras Funds

Heartland Advisors, Inc.

Henderson Global Funds

Henderson Global Investors


Hennessy Funds

Herzfeld Caribbean Basin Fund

HighMark Funds

Highland Capital Management

Homestead Funds

Hotchkis & Wiley

HSBC Global Asset Management

HuoAn Asset Management (HK) Ltd.

HuaAn Fund Management Co., Ltd


IA Week

ICBC Credit Suisse Asset Management (International) Co.

ICMA Retirement Corporation

ICON Advisers, Inc.

ICON Funds

International Financial Data Services (UK) Limited


ING Funds

ING Investment Management

Institutional Investor

Integrity Viking Funds

Interactive Data

International Financial Data Services (Canada) Ltd.

International Financial Data Services Ltd


Invesco Funds

Invest Hong Kong

Investec Asset Management Ltd

Investment Advisor

Investment Funds Institute of Canada



IPE International Publishers

IVA Funds


Ivy Funds

J.P. Morgan

J.P.Morgan Asset Management

Jackson National Asset Management


Janus Funds

Janus Capital Group

Jensen Quality Growth Fund

John Hancock

John Hancock Collateral Investment Trust

John Hancock Financial Services

John Hancock Funds, LLC

K&L Gates LLP

Kanter & Company


Kathy Freeman Company


Kestrel Corporate Advisors

Kiplinger's Personal Finance


Kreischer Miller

Lateral Group

Laurel Hill Advisory Group, LLC


Lazard Asset Management

Legg Mason

Legg Mason Funds

Legg Mason Partners Fixed Income Funds

Liberty Square Asset Management

Lincoln Financial Group


Lipper, a Thomson Reuters Company

Lord, Abbett & Co., LLC

Lord Abbett Funds

Loring Ward

Lovell Minnick Partners

M Financial Group

MainStay Funds

MainStay Investments

Mairs and Power, Inc.

Managed Portfolio Series

Management Practice, Inc.

Managers Funds

Managers Investment Group LLC

Manning & Napier Fund, Inc.

Manulife Financial Corporation

Market News International

Market Vectors ETF Trust


Marsico Funds

MassMutual Financial Group


Matthews International Capital Management LLC

McGladrey LLP

Meeder Investment Management

Merrill Corporation

MetLife Funds


MFS Funds

MFS Investment Management


Milestone Group

Mirae Asset Global Investments

MJE Advisors

MLEX Market Intelligence

Money Management Group

Money Management Institute


Morgan Stanley

Morgan Stanley Funds

Morgan Stanley Investment Management

Morgan Stanley Smith Barney LLC

Morgan Stanley Wealth Management

Morningstar, Inc.



Munder Capital Management

Mutual Fund Directors Forum

MWW Group

National Quality Review

National Regulatory Services, Inc.

Nationwide Financial

Nationwide Mutual Funds

Nationwide Investment Management Group

Natixis Funds

Natixis Global Asset Management

Navigate Fund Solutions LLC

Neuberger Berman

Neuberger Berman Family of Funds

Neuberger Berman Management LLC

New America High Income Fund

New York Life Investment Management LLC



Northern Lights Compliance Services, LLC

Northern Trust

Northern Trust Global Investments

NT Alpha Strategies Funds

Nuveen Funds

Nuveen Investments

Oakmark Funds

Okapi Partners

Olstein Capital Management, L.P.

Ontario Securities Commission

Oppenheimer Funds

OppenheimerFunds, Inc.

Osterweis Capital Management

Pacific Life

Pacific Life Funds

Pacific Life Fund Advisors LLC

Parnassus Investments

Pasco Economic Development Council

Pensions & Investments

Pershing, LLC

Phoenix Systems Inc.


Pioneer Funds

Pioneer Investments

PNC Funds


PricewaterhouseCoopers, LLP

Princeton University

Principal Financial Group

Principal Funds

Professionally Managed Portfolios


Prudential Annuity Funds

Prudential Financial

Prudential Insurance Funds

Prudential Investment Management

Prudential Investments

Putnam Investment Management, LLC

Putnam Investments

Rainier Investment Management, Inc.

RBC Funds Trust

Reich & Tang Funds

Reuters News

Richard Bernstein Advisors LLP

RidgeWorth Funds

RidgeWorth Investments

RiverNorth Funds

Ropes & Gray LLP

Rothstein Kass

Royce Funds

RPN Distribution, LLC

RR Donnelley

RS Funds

Russell Investments

SalesFocus Solutions

SalesPage Technologies

Salient Partners, L.P.

Saturna Capital

Savings Coalition of America

Schiff Hardin LLP

Schroder Investment Management

Schwartz Investment Counsel, Inc.

Scout Investments

Securities Investment Trust & Consulting Association of the Republic Of China

Seeking Alpha / ETF Business Review


SEI Funds

SEI Investments

Sentinel Asset Management, Inc.

Sentinel Investments

Shanghai Chongyang Investment  Management Co.,Ltd.

Singapore Fund

Sipa Press

SmartMoney Magazine



Spectra Professional Services, LLC

SSgA Funds

State Farm

State Farm Investment Management Corporation

State Farm Mutual Funds

State Street Bank & Trust Company

State Street Corporation

State Street International Ireland Ltd

State Street Global Advisors

State Street SPDR Funds

Steptoe & Johnson LLP

Sterling Capital Managment LLC

Stone Harbor Investment Partners LP

Stradley Ronon Stevens & Young, LLP

Strategic Insight

Stratton Management Company

Sullivan & Cromwell LLP

Summit Investment Partners

SunAmerica Asset Management Corp.

SunAmerica Mutual Funds


SunGard Asset Management

SunStar Strategic

SwanDog Strategic Marketing

Swiss Funds Association SFA

T. Rowe Price

T. Rowe Price Associates, Inc.

T. Rowe Price Funds

T. Rowe Price Group, Inc.

Tait Weller and Baker

TCW Funds, Inc.

TD Ameritrade

TD Ameritrade Clearing

The Altman Group

The Bancorp Bank

The Metro Herald


Third Avenue Management LLC

Thomas J. Herzfeld Advisors, Inc.

Thompson, Hickey, Cunningham, Clow, April & Dolan, P.A.

Thomson Reuters

Thornburg Investment Management, Inc.

Thornburg Investment Trust

Thrivent Financial for Lutherans


Tortoise Capital Advisors, LLC

Touchstone Investments

Transamerica Funds

TS Capital

Turner Funds

Turner Investments

Tweedy, Browne Fund Inc.

U.S. Bancorp Asset Management, Inc

U.S. Bancorp Fund Services, LLC

U.S. Bank N.A.

U.S. Chamber of Commerce

U.S. Department of the Treasury

U.S. Global Investors, Inc.

U.S. Securities and Exchange Commission

U.S. Senate

UBS Global Asset Management

Ultimus Fund Solutions, LLC

Ultimus Managers Trust

UMB Financial Corp.

UMB Fund Services, Inc.

UMB Scout Funds

Unified Series Trust

Union Bank, N.A.


USA Today


USAA Investment Management


Value Line Funds

Valued Advisers Trust

Van Eck Funds


Vanguard Group, Inc.

Vanguard Investor Trading Services

Vertical Capital Income Fund

Virtus Investment Advisers, Inc.

Virtus Investment Partners, Inc.

Waddell & Reed, Inc.

Waddell & Reed Services Company

Wall Street Report

Warner Financial, Inc.

Wasatch Advisors

Water Island Capital, LLC

Wechsler Ross & Partners

Weitz Investment Management, Inc.

Wellington Management Company, LLP

Wells Fargo Advantage Funds

Wells Fargo Advisors, LLC

Wells Fargo Bank N.A.

Wells Fargo Funds Management, LLC

Westcore Funds

Wilbanks Partners, LLC

William Blair & Company

Women's Institute for a Secure Retirement

World Funds Inc.


XTRAC Solutions

Yongan Futures Co., Ltd

Z-Ben Advisors


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