Member List

Active members as of November 2018


A -- C    D -- F     G -- I     J -- L     M -- O     P -- R     S -- U     V -- Z



A -- C


ACA Compliance Group
Accenture (Beacon)
Access Data Corp., a Broadridge Company
Allianz Global Investors Ireland
Allianz Global Investors, Inc.
ALPS, a DST Company
American Century Investments
American Funds Service Company
Amundi Pioneer
Atlantic Fund Services
Baillie Gifford & Co. Ltd.
Bank of America / Merrill Lynch
BNP Paribas Securities Services
BNY Mellon
Broadridge Financial Solutions, Inc.
Brown Brothers Harriman & Co.
Calamos Investments
Calastone Limited
CAMS (Computer Age Management Services Pvt. Ltd.)
Capital Group Companies
Capital Growth Management
Causeway Capital Management LLC
Celera Systems LLC
Cerulli Associates
CFA Institute
Chapman and Cutler LLP
Cogent Syndicated, a Division of Escalent
Columbia Threadneedle
Computershare Fund Services


D -- F


Deloitte Luxembourg
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
Dimensional Fund Advisors
Dodge & Cox
DFIN Solutions
Doremus FP
Dreyfus Corporation
DST Systems, Inc.
Eagle Investment Systems
Eaton Vance Management
Edward Jones
Envision Financial Systems, Inc.
Equity Institutional 
Ernst & Young LLP
Federated Investors
Fidelity Investments
Fiducia Optime
First Command Financial Services, Inc.
First Eagle
First Investors Management Co.
First Trust Portfolios
FIS Global
Foreside Financial Group, LLC
Foresters Investor Services, Inc.
FS Investments
Franklin Templeton Investments
Fund Intelligence


G -- I


Goldman Sachs
Great West
Guggenheim Investments
Guggenheim Partners
H. D. Vest Financial Services
Harbor Services Group
Harris Associates L.P.
Hartford Funds
HengTian Services
Hennion & Walsh, Inc.
HSBC Global Asset Management
Investment Company Institute
Ignites, a Financial Times Company
International Financial Data Services Ltd. (IFDS)

J -- L


J.P. Morgan
Jackson National Asset Management LLC
Janus Henderson
John Hancock Signature Services, Inc.
KPMG Luxembourg
Legg Mason
Lord Abbett & Co
LRI Group




M -- O


M3Sixty Administration, LLC
Macquarie Investment Management
Manulife Financial
MARS SalesFocus Solutions
Matthews International Capital Management, LLC
Mellon Capital, a BNY Mellon company
MFS Service Center, Inc.
Miller/Howard Investments, Inc.
Money-Media, a Financial Times company
Morgan Stanley Services Company Inc.
MUFG Union Bank, N.A
Mutual Fund Directors Forum
National Quality Review (NQR)
Nationwide Financial
Neuberger Berman Management LLC
New York Life Investment Management, LLC
Northern Trust Company
NRS (National Regulatory Services)
Nuveen Investments
Oakmark Funds
Osterweis Capital Management


P -- R


Parnassus Investments
Pax World Management LLC.
Payden & Rygel Investment Group
Pershing, a BNY Mellon Company
Primerica Shareholder Services
Prudential Investments
Putnam Investments
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
Reed Smith LLP
Russell Investments


S -- U


SalesPage Technologies, LLC
Saturna Capital Corporation
Six Financial
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSgA)
Sun Life Financial
SunAmerica Asset Management, LLC.
T. Rowe Price Services, Inc.
TCW Funds (Trust Company of the West)
Temenos Multifonds
TD Ameritrade
The Hartford
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
Touchstone Funds
Transamerica Fund Services, Inc.
U.S. Bank Global Fund Services, LLC
Ultimus Fund Solutions, LLC
UMB Fund Services, Inc.
USAA Investment Management Co.



V -- Z

Van Eck Securities Corporation
Vanguard Group, Inc.
Virtus Investment Partners
Voya Investment Management
Wells Fargo Asset Management
Wilbanks Partners, LLC
Wisdom Tree

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