Member List



Active members as of November 2017

 

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

 

 

A -- C

 


ACA Compliance Group
ACA Performance Services
Accenture (Beacon)
Access Data Corp., a Broadridge Company
AEGON USA, INC.
ALFI
Allianz Global Investors Ireland
Allianz Global Investors, Inc.
ALPS, a DST Company
American Century Investments
American Funds Service Company
Ameriprise Financial
Atlanta Capital Investment Managers
Atlantic Fund Services
Baillie Gifford & Co. Ltd.
Bank of America
Bank of America / Merrill Lynch
BINEC Computer Services
BlackRock
BNP Paribas Securities Services
BNY Mellon
Bonaire, a Broadridge company
Boston Financial Data Services, Inc.
Boston Financial Data Services, Inc. Midwest 
Bowne & Co., Inc..
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
Capital Guardian Trust Company
Capital Research and Management Co
Causeway Capital Management LLC
Celera Systems LLC
Charles Sterling
Citi
Colbent Corporation
Columbia Management Investment Services, Corp.
Computershare Fund Services
Confluence
Cornerstone  Capital Management

 

D -- F

 


Data Agent, LLC
Dechert
Delaware Management Co., Inc.
Deloitte
Deloitte Luxembourg
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
Deutsche Asset & Wealth Management
Deutsche Bank
Dodge & Cox
Donnelley Financial Solutions
DoubleLine Group LP
Dreyfus Corporation
DST Retirement Solutions
DST Systems, Inc.
Eagle Investment Systems
Eaton Vance Management
Edward Jones
Envision Financial Systems, Inc.
Epoch Investment Partners
Equity Institutional 
Ernst & Young LLP
Fidelity Investments
Fiducia Optime
First Clearing
First Command Financial Services, Inc.
First Investors Management Co.
First Trust Portfolios
FIS Global
Foreside Financial Group, LLC
Foresters Investor Services, Inc.
Franklin Square Capital Partners
Franklin Templeton Investments


 

G -- I

 


Galliard Capital Management
Gemini Fund Services, LLC
Georgeson
Goldman Sachs
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
Huntington Asset Servicing, Inc.
Investment Company Institute
IFS (International Fund Services), a State Street company
Ignites, a Financial Times Company
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
International Financial Data Services Ltd. (IFDS)
Invesco
iShares



J -- L

 



J & W Seligman & Co. Incorporated
J.P. Morgan
Jackson National Asset Management LLC
Janus Henderson
Jennison Associates Capital Corp.
John Hancock Signature Services, Inc.
kasina
Keane
KPMG LLP
KPMG Luxembourg
LRI Group

 

 

 

M -- O

 

M3Sixty Administration, LLC
Macquarie Group
MacKay Shields
MainStay Funds
Manulife Financial
Marketfield Asset Management
Markston International LLC
MARS SalesFocus Solutions
MassMutual Financial Group
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 Investment Management
Morgan Stanley Services Company Inc.
Morningstar, Inc.
MUFG Union Bank, N.A
Mutual Fund Directors Forum
National Quality Review (NQR)
Nationwide Fund Management, LLC
Navigate Fund Solutions, LLC
Neuberger Berman Management LLC
New Mountain Capital
New York Life
New York Life Investment Management, LLC
Northern Trust Company
Northwestern Mutual Life Insurance Co.
NRS (National Regulatory Services)
Nuveen Investments
Oakmark Funds
OFI Global Asset Management
Omgeo LLC
OppenheimerFunds
Osterweis Capital Management

 

P -- R

 


Parametric Portfolio Associates LLC
Parnassus Investments
Pax World Management LLC.
Payden & Rygel Investment Group
Pershing, a BNY Mellon Company
Phoenix American Financial Services
Phoenix American Incorporated
PIMCO
Pioneer Investment Management, USA
Power Financial Corporation
PowerShares
Primerica Shareholder Services
Princeton Financial Systems, Inc.
Prudential Investments
Putnam Investments
PwC
Pyramis Global Advisors
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
Reed Smith LLP
RidgeWorth Investments
Riversource Service Corporation
Russell Investments

 

S -- U

 


SalesPage Technologies, LLC
Saturna Capital Corporation
Soltra
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)
TD Ameritrade
The Hartford
Thornburg Investment Management
Threadneedle Asset Management Holdings
Thrivent Financial Investor Services, Inc.
TIAA-CREF
Touchstone Funds
Transamerica Fund Services, Inc.
U.S. Bancorp Fund Services, LLC
U.S. Trust
Ultimus Fund Solutions, LLC
UMB Fund Services, Inc.
Unclaimed Property Recovery and Reporting (UPRR)
USAA Investment Management Co.

 

 


V -- Z


 
Van Eck Securities Corporation
Vanguard Group, Inc.
Vincent Performance Services
Virtus Investment Partners
Voya Investment Management
Wells Fargo Advantage Funds
Wells Fargo Advisors
Wilbanks Partners, LLC
Wystar Global Retirement Solutions



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