360 Funds


AB Mutual Funds

Aberdeen Asset Management Inc.

Aberdeen Funds

Aberdeen Investment Funds

Aberdeen Singapore Fund

Absolute Investment Advisers

ACA Compliance Group




Advisory Research, Inc.

Association Francaise de la Gestion Financiere (AFG)


Alaric Compliance Services, LLC

Association of the Luxembourg Fund Industry (ALFI)

AllianceBernstein Investor Services, Inc.

Allianz Funds

Allianz Global Investors Fund Management LLC

Allianz Global Investors U.S. Holdings LLC

Allied Printing Services, Inc.

Alpine Capital Research

Alpine Funds

ALPS Fund Services

Amana Funds

American Beacon Advisors, Inc.

American Beacon Funds

American Century Investments

American Funds

American Funds Service Company

American Growth Fund Inc

Ameriprise Financial

AMG Funds

ANBIMA - Brazilian Financial and Capital Markets Association

Angel Oak Capital Advisors, LLC

AQR Capital Management

Aquila Group of Funds

Aquila Investment Management LLC

Aquiline Capital Partners

Archer Investment Management Solutions

Arendt & Medernach

Ariel Investment Trust

Ariel Investments, LLC


Artisan Funds

Artisan Partners

Ascensus College Savings, Inc.

Ashmore Funds

Association of Mutual Funds in India


AST Fund Solutions, LLC

Aston Funds

Austrian Association of Investment Fund Management Companies

AXA Equitable

AXA Equitable Life Insurance Company

AXA Funds Management Group

BackBay Communications Inc.

Baillie Gifford Funds

Baillie Gifford Overseas

Bank of America

Bank of America Merrill Lynch

Baron Funds

Barron's Magazine

Battea - Class Action Services, LLC


BBH Trust

Beacon Consulting Group, Inc.

Beacon Hill Fund Services, Inc.


Berwyn Group

BlackRock Funds

BlackRock, Inc.


Bloomberg News

BMC Fund, Inc.

BMO Asset Management Corp.

BMO Funds

BNP Paribas

BNP Paribas Asset Management

BNP Paribas Securities Services

BNY Mellon

BNY Mellon Funds Trust

BofA Global Capital Management

Boston Financial Data Services

Boston Trust & Walden Funds

Brandes Investment Partners

Brandes Mutual Funds

Bridge Builder Trust

Bridgeway Funds

BrightScope, Inc.

Broadridge Financial Solutions

Brown Advisory LLC

Brown Brothers Harriman & Co.

Bundesverband Investment Fund Asset Management e.V (BVI)


Calvert Investments, Inc.

Capital Group Companies

Capital Research and Management Company

Capstone Financial

Capstone Funds

Carson Associates

Causeway Capital Management LLC

CBRE Clarion Securities

Celera Systems LLC

Cerulli Associates

CFA Institute

CGCM Funds

CGM Funds

Charles Schwab & Co., Inc.

Charles Schwab Investment Management

China International Fund Management Co. Ltd.,

China Universal Asset Management

Christian Brothers Investment Services, Inc.

CI Financial

Citco Mutual Fund Services, Inc.


City National Rochdale Funds

Clearwater Investment Trust

CLS Investments, LLC

CLS Strategies


CoastalStates Bank

Cogent Reports

Cogent Research

Cohen & Steers Capital Management, Inc.

Cohen & Steers Funds

Cohen Fund Audit Services

Columbia Management

Columbia Threadneedle Investments

Command Financial

Commerce Investment Advisors, Inc.

Commonwealth International Series Trust

Computershare \ Georgeson

Computershare Fund Services


Copal Amba (A Moody’s Analytics Company)

Corporate Insight

Council for Economic Education

Cozen O'Connor

CQ Roll Call

Cramer Rosenthal McGlynn LLC

Credit Agricole CIB

Crown Philanthropic Solutions

Custom Institutional Fund Solutions

D.F. King

Daiwa Asset Management (America) Ltd.

Danish Investment Fund Association

Data Communique

Davis Selected Advisers, L.P.

Dechert LLP

Delaware Investments

Deloitte & Touche LLP

Deloitte Consulting

Delta Data Software, Inc.

Depository Trust & Clearing Corporation

Deutsche Asset & Wealth Management

Deutsche Funds

DG3 North America

Diamond Hill Capital Management

Dickstein Shapiro LLP

Diligent Board Member Services, Inc.

Dimensional Fund Advisors

Dodge & Cox

Domini Social Investments LLC

DoubleLine Capital, LP

Doubleline Funds

Dow Jones

Dreyfus Corporation

Dreyfus Investments

Driehaus Funds

Driehaus Mutual Funds

DST Brokerage Solutions

DST Customer Communications

DST Systems, Inc.

Dutch Fund and Asset Management Association

Eagle Family of Funds

Eagle Investment Systems

Eaton Vance

Eaton Vance Distributors, Inc.

Eaton Vance Funds

Eaton Vance Management

Edward Jones Investments


EG Shares Funds

Energy Income Partners, LLC


Envision Financial Systems, Inc.

Equinox Funds

Ernst & Young

ETF Securities

ETP Resources, LLC

Exchange Traded Concepts Funds and Source

ETF Funds

EZOnlineDocuments, LLC

FAM Funds


Federal Reserve Board

Federated Investors, Inc.

Fidelity ActionsXchange

Fidelity Fixed Income & Asset Allocation Funds

Fidelity Information Services (FIS)

Fidelity Investments

Fidelity Investments Canada ULC

Fidelity SelectCo, LLC

Fiducia Optime

Filepoint Services

Financial Advisor Magazine

Financial Industry Regulatory Authority

Financial Planning Magazine

Financial Recovery Technologies

Financial Times

First Citizens Asset Management

First Eagle Funds

First Investors

First Investors Family of Mutual Funds

First Pacific Advisors, LLC

First Trust Portfolios L.P.

FIS Global/Reliance Trust



Variable Insurance Trust

Forethought Investment Advisors

Forum Funds

Forward Funds

Franklin Templeton Investments

Franklin Templeton Investor Services, LLC

Fred Alger & Company, Incorporated

Fund Action


FundSERV Inc.

FundX Investment Trust

FUSE Research Network

Gabelli Funds, LLC

GE Asset Management

Gemini Companies

Godfrey & Kahn, S.C.

Goldman Sachs Asset Management

Goldman Sachs Mutual Funds

GoodHaven Capital Management LLC

Goodwin Procter LLP


Grantham, Mayo, Van Otterloo & Company

Guggenheim Investments

Guggenheim Investments

GuideStone Funds

Gunn Steers & Company

Harris Associates L.P.

Hartford Funds

Harvest Global Investments Limited

Harvest Krane

Hatteras Funds

Henderson Global Funds

Henderson Global Investors

HengTian Services

Hennessy Funds

Highland Capital Management Fund Advisors

Highland Funds

HighMark Capital Management

HIMCO Variable Insurance Trust

Homestead Funds, Inc.

Hong Kong Investment Funds Association

Horizons ETF Trust

Hotchkis & Wiley

HSBC Funds

Huntington Asset Advisors, Inc.

Huntington Asset Services, Inc.

Huntington Funds


ICMA Retirement Corporation

ICON Advisors. Inc.

ICON Funds

Ignites, a Financial Times Service

Infoselective, S.A. de C.V.


Integrity Viking Funds

Interactive Data

International Financial Data Services

International Investment Funds Association

International Organization of Securities Commissions

International Value Advisers

Invesco Advisers, Inc.

Invesco Funds Group

Invesco Management Group, Inc.

Invesco PowerShares Capital Management, Inc.

Invesco, Ltd.

Invest Hong Kong

Investment Adviser Association

Investment Funds Institute of Canada

Investment Management Association

Investment Management Association of Singapore

Investment Trusts Association, Japan



Irish Funds Industry Association

iSIGHT Partners

IVA Funds

Ivy Funds

J.P. Morgan Asset Management

J.P. Morgan Chase & Co.

J.P. Morgan ETF Trust

Jackson National Asset Management, LLC

James Investment Research, Inc.

Janus Capital

Jensen Investment Management

Jensen Quality Growth Fund

JNL Series Trust

John Hancock Financial Services

John Hancock Investments

K&L Gates LLP

Kanter & Co.

kasina, a DST Company

Kathy Freeman Company


Keane Organziation

Kiplinger Washington Editors


Kreischer Miller

Law Offices of Colleen T. Joyce


Lazard Asset Management LLC

Leadership Solutions, Inc.

LederMark Communications

Legg Mason

Legg Mason Asset Management

Legg Mason Funds

Liberty Square Asset Management

Lieff Cabraser Heimann & Bernstein LLP

Lincoln Variable Insurance Products Trust


Lipper, A Thomson Reuters Company

Loomis Sayles Funds

Lord Abbett & Co. LLC.

Loring Ward

Lovell Minnick Partners

M Financial Group

M&T Bank

Madison Investment Advisors

MainStay Funds

Mairs & Power

Managed Portfolio Series Trust

Managed Portfolio Series Trust

Management Practice, Inc.

Manulife Financial

Mariner Holdings

Market Vectors ETF Trust


MassMutual Funds

Matthews Asia Funds

McGladrey, LLP

Meeder Investment Management

Merrill Communications

Merrill Corporation

MetLife Funds Board

MFD Communications

MFS Fund Distributors Inc.

MFS Funds

MFS Investment Management

MFS Service Center, Inc.

Milestone Group

Mirae Asset Global Investments

MJE Advisors


Money Magazine

Montage Investments

Montieth & Company

Morgan Creek Capital Management

Morgan Stanley Investment Management

Morningstar, Inc.

Morrison & Foerster LLP

Motley Fool Funds

Motley Fool Funds

MPI - Markov Processes International

MUFG Union Bank, N.A.


National Financial Services

National Intelligence Council

National Quality Review

National Regulatory Services

National Society of Compliance Professionals

Nationwide Financial

Nationwide Funds

Nationwide Funds Group

Nationwide Mutual Insurance Company

Natixis Funds

Natixis Global Asset Management

Navigant Consulting, Inc.

Navigate Fund Solutions

Neuberger Berman Funds

Neuberger Berman LLC

Neuberger Berman Management LLC

New America High Income Fund, Inc.

New York Life Insurance Company

New York Life Investment Management LLC

New York Life Investments


Nikko Asset Management Co., Ltd

Nine Twenty Nine

Northern Trust

Northern Trust Company

NorthStar Financial Services Group, LLC

Norwegian Fund and Asset Management Association


NRS, a part of Accuity, Inc.

Nuance Investments

Nuveen Asset Management

Nuveen Investments

Oakmark Funds

Oaktree Capital

OFI Global

OFI Global Asset Management, Inc.

Okapi Partners

Olive Street Investment Advisers, LLC

Olstein Capital Management, L.P.


OppenheimerFunds, Inc.

Osterweis Capital Management

Pacific Funds

Pacific Life Fund Advisors LLC

Pacific Life Insurance Company

Pageant Media

Parnassus Funds

Parnassus Investments

Patomak Global Partners

Paul Hastings LLP

Pax World Management LLC


Permanent Portfolio Family of Funds


Pioneer Investment Management USA

Pioneer Investments

PNC Capital Advisors, Inc.

PNC Funds


PricewaterhouseCoopers LLP

Principal Financial Group

Principal Funds

Principal Global Investors

Professionally Managed Portfolios

ProShare Advisors LLC


Prudential Financial

Prudential Investments, LLC

Putnam Funds

Putnam Investments

QM Associates

Rainier Investment Management

Rainier Mutual Funds

Rath Young and Pignatelli

RBC Capital Markets

RBC Funds

RBC Investor & Treasury Services

RCS Capital

ReFlow Services LLC

Reich & Tang

RidgeWorth Funds

RidgeWorth Investments LLC

River Communications

Rothschild Asset Management Inc.

Royce Funds

RR Donnelley

RS Funds

RS Investments

Russell Funds

Russell Investments

SalesFocus Solutions

SalesPage Technologies

Sammons Financial Network/Sammons

Retirement Solutions

Sanford C. Bernstein Fund, Inc.

Saturna Capital Corporation

Schiff Hardin LLP

Schwab Funds

Schwartz Investment Counsel, Inc.

Scout Investments, Inc.

Securities and Futures Bureau, Financial Supervisory Commission, R.O.C.

Securities Investment Trust & Consulting Association of the R.O.C Seeking Alpha/ETF Business Review


SEI Investments Management Corp.

SEI Funds

SEI Investments

Sentinel Investments

Simpson Thacher & Bartlett LLP

SMBC Nikko

Societe Generale Securities Services


Southern Minnesota Initiative Foundation


Spectrum Asset Management

Stadion Portfolio Trust

State Farm Insurance

State Street

State Street Bank & Trust Co.

State Street Corporation

State Street Global Advisors

State Street International (Ireland) Limited

State Street Navigator Lending Trust

Sterling Capital Management

Strategic Insight, an Asset International Company

Sullivan & Cromwell LLP

SunAmerica Asset Management, LLC

SunAmerica Fund Services

SunGard Asset Management

Swedish Investment Fund Association

Swiss Funds & Asset Management Association

T. Hayes Consulting LLC

T. Rowe Price Associates Inc

T. Rowe Price Group, Inc.

Tait Weller

TCW Group

TD Asset Management Inc.

TD Asset Management USA Funds

Third Avenue Management LLC

Thompson Hine, LLP

Thomson Reuters

Thornburg Investment Management Inc.

Thrivent Financial



Tocqueville Asset Management

Tocqueville Trust

Toppan Vite New York

Tortoise Capital Advisors

Touchstone Investments


Transamerica Funds

Transparent Value Funds

Trilogy Global Advisors

Trust for Professional Managers

TS Capital

Turner Funds

Turner Investments

Tweedy, Browne Fund Inc.

U.S. Bancorp Asset Management, Inc.

U.S. Bancorp Fund Services, LLC

U.S. Global Investors

U.S. Securities and Exchange Commission

UBS Financial Services

UBS Global Asset Management

Ultimus Fund Solutions, LLC

Ultimus Managers Trust

UMB Financial Corporation

UMB Fund Services

Union Bank, N.A.

USA Today


Value Line Funds

Valued Advisers Trust

Van Eck Global


Vantagepoint Funds

Vertical Capital Income Fund

Vertical Capital Markets Group


Virtus Investment Partners

Voya Funds

Waddell & Reed Investment Management Co.

Waddell & Reed Services Company

Wall Street Journal

Wasatch Funds

Water Island Capital, LLC


Weitz Investment Management

Wellington Management Company

Wells Fargo

Wells Fargo Advantage Funds

Wells Fargo Advisors

Wells Fargo Funds Management LLC

Weston Financial Group, Inc.

White House Writers Group, Inc.

Wilbanks Partners LLC

William Blair & Company

William Blair Funds

WisdomTree Asset Management, Inc.

WisdomTree Trust

Wolters Kluwer Financial Services


World Funds Trust

Xerox Services

XTRAC Solutions



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