Member List

Active members as of October 2016


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



A -- C


ACA Compliance Group
ACA Performance Services
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
Ameriprise Financial
Ashland Partners & Company LLP
Asset International
Association Management Group
Atlanta Capital Investment Managers
Atlantic Fund Services
Baillie Gifford & Co. Ltd.
Bank of America
Bank of America / Merrill Lynch
Beacon Consulting Group
Blue Sky MLS, Inc.
BNP Paribas Securities Services
BNY Mellon
Bonaire, a Broadridge company
Boston Financial Data Services, Inc.
Bowne & Co., Inc.
BrightScope, 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
Causeway Capital Management LLC
Celera Systems LLC
CFA Institute
Colbent Corporation
Collaborative Consulting
Columbia Management Investment Services, Corp.
Computershare Fund Services
Cornerstone Capital Management


D -- F


Data Agent, LLC
Delaware Management Co., Inc.
Deloitte Luxembourg
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
Deutsche Asset & Wealth Management
Deutsche Bank
Dodge & Cox
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
Ernst & Young LLP
Esposito Global, LLC
Fidelity Investments
Fiducia Optime
First Clearing
First Command Financial Services, Inc.
First Investors Management Co.
First Trust Portfolios
Fonteva Child
Foreside Financial Group, LLC
Foresters Investor Services, Inc.
Franklin Square Capital Partners
Franklin Templeton Investments


G -- I


Galliard Capital Management
GE Asset Management
Gemini Fund Services, LLC
Goldman Sachs
Guggenheim Investments
Guggenheim Partners
H. D. Vest Financial Services
Harbor Services Group
Harris Associates L.P.
Hartford Funds
Heartland Advisors, Inc.
Henderson Global
HengTian Services
Hennion & Walsh, Inc.
IFS (International Fund Services), a State Street company
Ignites, a Financial Times Company
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
Integrity Fund Services, LLC
International Financial Data Services Ltd. (IFDS)
Ivy Funds

J -- L


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



M -- O


M3Sixty Administration, LLC
MacKay Shields
Macquarie Group
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.
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
Nicholas-Applegate Institutional Funds
Northern Trust Company
Northwestern Mutual Life Insurance Co.
NRS (National Regulatory Services)
Nuveen Investments
Oakmark Funds
OFI Global Asset Management
Olmstead Associates
Omgeo LLC
Osterweis Capital Management


P -- R


Parametric Portfolio Associates LLC
Parnassus Investments
Paul Hastings LLP
Pax World Management LLC.
Payden & Rygel Investment Group
Pershing, a BNY Mellon Company
Phoenix American Financial Services
Phoenix American Incorporated
Pioneer Investment Management, USA
Power Financial Corporation
Primerica Shareholder Services
Princeton Financial Systems, Inc.
Prudential Investments
Putnam Investments
Pyramis Global Advisors
Reed Smith LLP
Riversource Service Corporation
RR Donnelley
Russell Investments


S -- U


SalesPage Technologies, LLC
Saturna Capital Corporation
Sentinel Investments
Simcorp USA Inc.
Smart Source Services, LLC
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSgA)
Strategic Insight
Sun Life Financial
SunAmerica Asset Management, LLC.
T. Rowe Price Services, Inc.
TCW Funds (Trust Company of the West)
TD Ameritrade
The Berwyn Group
The Hartford
Thornburg Investment Management
Threadneedle Asset Management Holdings
Thrivent Financial Investor Services, Inc.
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)

V -- Z

Van Eck Securities Corporation
Vanguard Group, Inc.
Vanguard UK
Venture Financial Systems Group, Ltd.
Vincent Performance Services
Virtus Investment Partners
Voya Investment Management
Waddell & Reed Services Company
Wells Fargo Advantage Funds
Wilbanks Partners, LLC
Wystar Global Retirement Solutions

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