Global Leader Members

Boston Financial Data Services, Inc.
BlackRock
Broadridge Financial Solutions, Inc.
Capital Fulfillment Group
Citi
DST Systems, Inc.
Ernst & Young LLP
Financial Data Services, Inc./Merrill Lynch
IGEFI Group Sarl
JPMorgan Investor Services Co.
Northern Trust Compant
PNC Global Investment Servicing
PricewaterhouseCoopers LLP
SEI
State Street Corporation

National and International Corporate Members

A | B | C | D | E | F | G | H | I | J | K | L | M | N
O | P | Q | R | S | T | U | V | W | X | Y | Z

A

AARP Financial Inc.
ACA Compliance Group
Acadient
Access Data Corp.
Accume Partners
ACS
Administrative Data Management Corp.
Albridge Solutions, A PNC Company
Allegiant Asset Management
AllianceBernstein Investments
AllianceBernstein Investor Services, Inc.
ALPS Fund Services, Inc.
American Century Investments
American Funds Service Company
American Stock Transfer & Trust
Ameriprise Financial
Aquila Investment Management LLC
Ascend Consulting
Atlantic Fund Administration LLC
  

B

Bank of America
The Bank of New York Mellon
The Bank of NY Mellon International Limited
Barclays Global Investors
Batterymarch Financial Management, Inc.
BBH Infomediary
Beacon Consulting Group
Beacon Hill Fund Services, Inc.
Behringer Harvard
BNP Paribas Securities Services
Bonn Schmitt Steichen
Bowne & Co., Inc.
Brown Brothers Harriman & Co.
  

C

Calamos Investments
Calvert Group
Capital Bank and Trust Company
The Capital Group Companies
Capital Growth Management
Capital Research and Management Company
Celera Systems LLC
Charles Schwab Investment Management
Charles Sterling Group, LLC
Cipperman & Company
Citco Technology Management, Inc.
Citi Global Transaction Services
CitiBank Global Asset Management
CitiCorp Investment Services
Citigroup
Client Opinions
Coates Analytics, A PNC Company
Colbent Corporation
Columbia Management Services
Computershare Fund Services
Confluence
Corporate Insight
Crescendo Consulting Solutions
  

D

D.F. King & Co., Inc.
Dalbar, Inc.
Data Communique International
Data Communique, Inc.
Dechert
Delaware Management Co., Inc.
Deloitte.
Depository Trust & Clearing Corporation
Dimensional Fund Advisors Inc.
Dodge & Cox
The Dreyfus Corporation
DST International
DST Output
DST TASS
DWS Investments
  

E

Eagle Asset Management
Eagle Investment Systems
Eaton Vance Management
Envision Financial Systems, Inc.
Equisearch Inc.
eSecLending
European Fund Administration
Evergreen Service Company
   

F

FAM Shareholder Services, Inc.
Federal Reserve Bank of Boston
Federated Investors
Fidelity Investments
Fifth Third Bank
Financial Research Corporation
First Command Financial Services, Inc.
Foreside Financial Group, LLC
Forward Funds, Inc.
Franklin Resources, Inc.
Franklin Templeton Investments
Franklin Templeton Investor Services, LLC
  

G

GainsKeeper – Wolters Kluwer Financial Services
Galliard Capital Management
GE Asset Management
Goldman, Sachs & Co.
Grantham, Mayo, Van Otterloo & Co. LLC
  

H

H. D. Vest Financial Services
Harbor Funds Distributors
The Hartford Funds
Hartford Retirement Services
Henderson Global Funds
Homestead Funds, Inc.
  

I

IGEFI Group Sarl
ING Funds
Integrated Investment Services, Inc.
Interactive Data Corporation
Intuit Real Estate Solutions
Invesco Aim
Invesco Funds Group, Inc.
  

J

J. & W. Seligman & Company Incorporated
Jackson National Asset Management LLC
Janus Service Corporation
The Jay Group
John Hancock Signature Services, Inc.
JP MorganPricing Direct Inc.
  

K

K & L Gates
kasina
The Keane Organization, Inc.
KPMG LLP
  

L

LatentZero, Inc.
Lazard Asset Management
Legg Mason Investor Services
Legg Mason Technology Services
Legg Mason, Inc.
Linedata Services - Beauchamp Hedge Fund Solutions
Lipper, a Reuters Company
Loyens & Loeff
Luxembourg Stock Exchange
  

M

Mail Computer Services, Inc.
MainStay Funds
Manning & Napier Fund, Inc.
MassMutual Financial Group
Matthews International Capital Management, LLC
McMurry
Mellon Capital Management
Mellon Institutional Funds
Merrill Corporation
Merrill Lynch Global Private Clients
Merrill Lynch Investment Management
Merrill Lynch Securities Pricing Service
Milestone Group PTY LTD
MFS Investment Management
MFS Service Center, Inc.
Morgan Stanley Trust .
   

N

National Financial Services Corp.
National Quality Review
National Regulatory Services
Neuberger Berman Management LLC
New England College of Finance
New York Life Investment Management, LLC
NewRiver, Inc.
Nottingham Investment Administration
Nuveen Investments
  

O

Oak Associates Funds
Old Mutual Capital, Inc.
Olmstead Associates, Inc.
OppenheimerFunds Distribution, Inc
OppenheimerFunds Services
  

P

Parnassus Investments
Paul, Hastings, Janofsky & Walker LLP
Pax World Management Corp.
Payden & Rygel Investment Group
Phoenix Systems Inc.
Pioneer Investment Management Shareholder Services, Inc.
Princeton Financial Systems, Inc.
Principal Funds
ProFunds
Prudential Investments
Putnam Investments
  

Q

Quantitative Advisors

R

ReFlow
Regroup, LLC
Reports & Presentations
Riversource Service Corporation
RolloverSystems, Inc.
The Royce Funds
RR Donnelley
RS Investment Management
Russell Investments
Russell Reynolds Associates, Inc.
Rydex Investments
  

S

SalesFocus Solutions
SalesPage Technologies, LLC
Saturna Capital Corporation
Sentinel Investments
SG Americas Securities LLC
SimCorp USA, Inc.
SMART Consulting, LLC
Smart Source Services, LLC
Source4, Inc.
Southeastern Asset Management, Inc.
Standard & Poor's
Standard & Poor's Financial Communications
Standard & Poor's Micropal
Standish Mellon Asset Management
State Farm Ins. Cos.
State Street Bank & Trust
State Street Global Advisors
Sun Capital Advisers LLC
Sun Life of Canada (U.S.) Distributors, Inc.
SunAmerica Asset Management Corp.
SunGard
SunGard Availability Services
SunGard Investment Systems, Inc.
SunGard Trading Systems
SunStar
Syntel, Inc.
  

T

T. Rowe Price Services, Inc.
TCW Funds
TD Ameritrade
Thomson Reuters
TIAA-CREF
Transamerica Fund Services, Inc.
  

U

U.S. Bancorp Asset Management
U.S. Bancorp Fund Services, LLC
U.S. Bank Institutional Custody Services
U.S. Global Investors, Inc.
Ultimus Fund Solutions, LLC
UMB Bank N.A.
UMB Fund Services, Inc.
Unclaimed Property Recovery & Reporting
Unified Fund Services, Inc.
Union Bank N.A.
  

V

Van Eck Securities Corporation
The Vanguard Group, Inc.
Van Kampen Investments / Morgan Stanley
Varden Technologies
Venio
Venture Financial Systems Group, LTD.
Virtus Investment Partners
  

WXYZ

Wachovia Corporation
Waddell & Reed Services Company
Wellington Management Company, LLP
Wells Fargo Advantage Funds
Western Asset Management Company
Wilmington Trust Company
Wystar Global Retirement Solutions