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Advent Portfolio Data Partners

More than 800 custodians and prime brokers partner with Advent to deliver daily account-level information for reconciliation via Advent Custodial Data (ACD) and Advent Portfolio Data (APD). See the full list of custodians and prime broker partners below.

A growing number of account providers (custodians, prime brokers, fund companies) participate in our Advent® Custodial Data (ACD) service. Each of these interfaces is compatible with Rex®. The types of files provided by the account providers listed below can vary. Most provide daily transaction and position files. Some may provide name and address, price, and security files. Certain providers listed below have accessibility requirements. You can contact your ACD sales representative for more information about the interface that interests you.

AVAILABLE = PRE-RELEASE = RESTRICTED =
1st Source Bank
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529 Plans - Ascensus College Savings
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Aberdeen Funds
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Acadia Trust
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Accessor Funds
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ADM
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AIG SunAmerica Asset Mgmt
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AIG SunAmerica Life Assurance
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Alerus Financial
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Alger Funds
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Aligned Partners
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Allegiant Funds
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Allen & Company
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AllianceBernstein Investments
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Allianz
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Allianz Life of New York
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Allstate Variable Annuity
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Alpine Funds
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Amalga Trust
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American Beacon Funds
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American Century Investments
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American Century Kansas 529 Pl
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American Eastern Securities
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American Funds
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American Heritage Securities
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American Independence Funds
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American Municipal Securities
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American National
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American Performance Funds
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American Realty Capital
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American Securities Group Inc.
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American Trust & Savings
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American United Life Insurance
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Ameriprise Financial
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Ameritas Investment Corp.
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Ameritas Variable Annuity
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Anderson & Strudwick
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Anglo American Investor Services
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Annuity Investors Life Ins. Co.
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Apex Clearing
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APM Funds
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Aquila Funds
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Ariel Mutual Funds
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Arizona Capital Group
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Arvest Asset Management
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Askar Corporation
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AssetMark Trust Company
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Associated Investment Management
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Associated Securities Corp.
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Aston Funds
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Atlantic Trust Private Wealth Management
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AXA Equitable
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B.C. Ziegler & Co.
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Banco Santander
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Banco Santander Listed Derivatives
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Bank of America Private Bank
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Bank of Clarke County
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Bank of Marin
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Bank of New York Mellon
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Bank of Oklahoma
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Bank of the Ozarks
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Bankers Trust
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Banque Pictet & Cie (Switzerland)
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Banyan Partners LLC
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Bar Harbor
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Barclays Capital
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Barclays Capital Prime Brokerage
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Barclays London F&O
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Barclays NYC F&O
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Barclays Stockbrokers
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Barclays Wealth Trustees
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Barriger & Barriger
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BB&T
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BB&T Securities
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BCS Brokerage
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BDFS Corporation
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Bear Stearns Funds
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Behringer Harvard Funds
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Benjamin Securities Inc.
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Bernard Herold & Co.
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Berthel Fisher & Company
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Bessemer Trust
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Best of America Advisory Services
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Beta Capital Management
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BHK Securities
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Birkelbach Investment Services
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Bishop Rosen & Company Inc.
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BlackRock Funds
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BMO Private Bank
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BMO Trust & Custody Services
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BNP Paribas
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BNP Paribas Channel Islands
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BNP Paribas International Prime Broker
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BNP Paribas Listed Derivatives
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BNP Paribas Securities Services
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BNY Mellon Corporation
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BNY Mellon Wealth Management
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BOE Securities Inc.
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Boenning & Scattergod Inc.
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Boston Private
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Brean Murray & Co.
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Bremer Trust N.A.
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Brighton Securities Corporation
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Brinker Capital Financial
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Brokerage Services Inc.
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Brown Advisory Securities
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Brown Brothers Harriman
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Bryn Mawr Trust Company
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Burke
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Burnham Asset Management - Burnham Securities
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Busey Trust Company
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Butler Wick & Company Inc.
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C. E. Gaye & Sons Securities
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Cadence Bank
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Caltrust
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Calvert Funds
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Cambridge Appleton Trust
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Cambridge Investment Research
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Cambridge Trust Company
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Campbell & Co.
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Canaccord Capital Corporation
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Canandaigua National
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Canterbury Consulting Incorporated
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Cantone Research
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CapFinancial Partners LLC
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Capital Financial Group
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Capital One
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Capital Securities of America
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Carolinas Investment Consulting
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Carthage Group Inc.
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Cary Street Partners
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Cattle National Bank
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Centaurus Financial
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Centennial Bank
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Centennial Funds
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Centennial Securities Company Inc.
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Central Trust & Investment Company
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Centura Securities
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Charles Schwab
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Charles Schwab-InnoTrust
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Charlotte/Sungard Autotrust
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Chemical Bank
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Chester Haarris & Company Inc.
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CHET Advisor College Savings Plan
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Chevy Chase
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Choate
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Christiana
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Christopher Street Financial
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Christopher Weil and Company
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Citi London F&O
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Citi Prime Finance
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Citibank GTS Security Funds & Services
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Citibank OpenWealth Trust
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Citizens Bank & Trust
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Citizens Bank Rhode Island
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City National
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City Securities Corporation
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CNL
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Coastal Equities Inc.
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CoBiz Bank
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Coker & Palmer
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Cole Capital REIT
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College Choice 529 Invest Plan
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College Choice Advisor 529 Savings Plan
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College Savings Iowa 529 Plan
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CollegeAdvantage (OH) Direct 529 Savings Plan
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CollegeChoice (IN) 529 Direct Savings Plan
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CollegeChoice (IN) Advisor 529 Savings Plan
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CollegeInvest (CO) Direct Portfolio College Savings Plan
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Columbia 529 Plan
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Columbia Funds
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Columbia Future Scholar 529 ColSavPl
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Columbia NY 529 Advisor Plan
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Comerica Trust
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Commerce Trust Company
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Community Trust and Investment Company
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Compass Bank
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Compass EMP
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Consultiva International Inc.
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Coordinated Capital/Coltrane
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Core Bank Trust
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Cornerstone Core Prop REIT INC
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Country Club Trust
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Countybank
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Credential Securities
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Credit Suisse F&O
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Credit Suisse Funds
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Credit Suisse Prime Broker
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Credit Suisse Prime Broker
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Cresap Inc.
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CSFB Direct Institutional
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Culver Financial Management
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Curran Advisory Services
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Cutter & Company Inc.
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D.M. Kelly & Company
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DA Davidson
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Dale K. Ehrhart Inc.
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Daugherty Cole
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David A. Noyes & Company
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David Chapin
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Davis Funds
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Day Pitney
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Delaware Investments
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Delaware Retirement Plans
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Delta Trust Investments Inc.
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Denmark Investment Services
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Deutsche Bank Alex Brown
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Deutsche Bank F&O
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Deutsche Bank Global Prime Broker
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Deutsche Bank Prime
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Deutsche Bank Private Banking
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DireXion Funds
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Diversified Securities
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Diversified Trust Company
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Dividend Capital Trust
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Dodge & Cox Funds
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Domini Funds
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Dorsey & Company Inc.
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Dorsey & Whitney
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Dougherty & Co.
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Dreyfus
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DST Fan Mail
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Dubuque Bank & Trust
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Dunham & Associates
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Dunham Funds
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DWS Scudder
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E*TRADE
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E*TRADE Advisor Services
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E. K. Riley
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Eaton Vance Funds
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Edvest / Tomorrow Scholar 529
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Elephant Express
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Emerald Funds
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Empire Financial Group
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Empiric Funds Inc
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Enterprise Bank & Trust
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Enterprise/AXA Enterprise Fund
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Equitas America
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Eric J. Kramer Co.
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EverBank
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Evercore Wealth Management, LLC
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Evergreen Funds
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Federated Services Corp
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Feil Daily Investments
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Fidelity Advisor Funds
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Fidelity Advisor Offshore Fund
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Fidelity Clearing Canada
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Fidelity Destiny Contractuals
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Fidelity Investments: FILI Annuity Insurance Policy and Charitable Gift Fund
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Fidelity Investments: FITSCo Retirement
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Fidelity Investments: Institutional Brokerage
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Fidelity Investments: Prime Services
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Fidelity Investments: Trust
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Fiduciary Partners Inc.
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Fiduciary Trust Company International, New York
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Fiduciary Trust Company, Boston
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Fifth Third Bank
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Fig Partners
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Finemark National Bank & Trust
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First American Bank
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First American Funds
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First American Trust
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First Bank
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First Citizens Bank And Trust Co.
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First Citizens Bank and Trust Company
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First Citizens Financial Plus Inc.
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First Clearing LLC
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First Dallas Securities Inc.
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First Eagle Funds
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First Federal Bank of Wyoming
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First Financial Bank
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First Lawyers Trust
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First Merit
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First Midwest Bank
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First Midwest Securities
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First National Bank of Alaska
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First National Bank of Omaha
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First Republic Bank
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First Republic Securities
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First Security Financial Advisors
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First Southwest
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First St. Louis Securities
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First State Trust
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First Tennessee
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First Trust Portfolios L.P.
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First Western Financial
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First Western Securities Inc.
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Flex Funds
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Folger Nolan Fleming Douglas Inc.
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FOLIOfn
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Foothill Securities
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Fordham Financial Management
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Forum Securities
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Franklin Street Trust
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Franklin Templeton 529 College Savings
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Franklin/Templeton Funds
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Friedman
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Frost Bank
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FSC Securities
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FSG Bank
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Fund*X Upgrader Funds
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Gabelli & Company Inc.
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Gage-Wiley & Company Inc.
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GBS Financial Corp.
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GE Funds
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Genworth Financial (Annuity)
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Genworth Financial Trust Co
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Gibraltar Private Bank & Trust
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Gilford Securities Inc.
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Glenmede Trust
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Global Financial Services
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Gold Bullion International
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Goldis Financial
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Goldman Sachs
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Goldman Sachs Clearing
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Goldman Sachs F&O
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Goldman Sachs Prime Broker
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Goldman Sachs Prime Broker
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Goldman Sachs Private Wealth Management
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Great American Advisors
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Great American Financial Resources
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Great Pacific Securities
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Greater Community Financial
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Grubb & Ellis Public Programs (TRIPA)
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Grubb & Ellis Realty Investors LLC (TRPLE)
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Guardian Life Insurance Company
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Hancock Bank
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Harbor Funds
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Harleysville Bank
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Hartford Life
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Hartford Mutual Funds
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Haverford Trust Securities
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Healthcare Trust of America
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Hefren Tillotson
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Heidtke & Company
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Hennon & Walsh Inc.
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Herbert J. Sims & Co.
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HFI Securities Inc.
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HI529 - Hawaii's College Savings Program
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Highland Funds
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Highmark Funds
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Hilliard Lyons
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Hills Bank & Trust
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Hines REIT
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Hollencrest Capital Management
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Horwitz & Associates
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Houston Trust Company
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Howe Barnes Hoefer & Arnett Inc.
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HSBC Global
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HSBC London F&O
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Hudson Valley Bank
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Huntington Funds
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Huntington National Bank
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Huntleigh Securities Corporation
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ICON Funds
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IDeal - Idaho College Saving Program
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ILIAC / ING National Trust
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Independence Trust
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ING Funds
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ING Variable Annuities
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Inland Real Estate Investment Trust
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Integrity Companies
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Interactive Brokers
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Interactive Brokers LLC
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Invesco Aim
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Investment Trust Company
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Investors Capital Corp.
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Iowa Advisor 529 Plan
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IVA Funds (DFR/IA
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IXIS Advisor Funds
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J.B. Hanauer & Company
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J.J.B. Hilliard, W.L. Lyons Inc.
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Jackson Funds
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Jackson National Life Insurance Company
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Jackson Securities
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Janney Montgomery Scott
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Janus Adviser Class A, C, R, & S
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Janus Aspen Funds
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Janus Retail Funds
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Jefferies LLC
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Jefferson National
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Jefferson National Life Insurance Co.
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JennisonDryden Strategic Partners SIRA
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Jesup & Lamont Securities
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John Hancock Freedom 529
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John Hancock Funds
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John Hancock Life Ins Co
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Johnson Trust
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JP Morgan Chase Bank
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JP Morgan Clearing Corp.
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JP Morgan Custody & Fund Services
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JP Morgan Funds
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JP Morgan IPB
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JP Morgan London F&O
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JP Morgan PCS
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JP Morgan Worldwide Securities
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JPMorgan Private Funds
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Kanaly Trust
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KBC Financial Products
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KBS Real Estate Trust
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Keating Partners L.P.
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Kelmoore Funds
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Kemper Investors-Scudder
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Kensington Mutual Funds
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Kercheville & Company, Inc.
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KeyBank
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KMS Financial Services
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Kramer Securities
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L.P. Littlewoord & Associates
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Lafayette Investments
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Laird Norton Trust Company
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LaSalle Bank
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Lazard Funds
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Leerink, Swann, & Company
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Legacy Trust
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Legacy Trust Company, N.A.
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Legent
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Legg Mason Funds
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Legg Mason Investment Counsel & Trust Company, N.A.
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Legg Mason Partners
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Leonard & Company
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Leuthold Funds
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Lieblong Associates
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Lincoln Benefit Life VA & VUL
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Lincoln Financial Group
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Lockwood
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Lombard Odier & Cie
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Longleaf Partners
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Lord Abbett & Co
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LPL Financial Accounts
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LPL Financial Manager Select Program
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M & T
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M. Griffith
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M.A. Berman
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M.R. Beal & Company
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Macatawa Bank
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Madison Mosaic Funds
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Mainstay
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Managed Account Services, LLC
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Managers Funds
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Managers Funds - Managers Choice
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Mariner Investment Group
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Marshall Funds
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Mass Mutual Variable Annuity
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Matrix Capital Group, Inc.
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Matthews Asian Funds
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MB Financial Bank, N.A.
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McClurg Capital Corporation
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McConnell, Budd & Romano
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Mellin Securities Inc.
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Mellon Institutional Trust
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MEMBERS Mutual Funds
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Merrill Lynch Managed Solutions
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Merrill Lynch Money Manager Services
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Merrill Lynch Prime Broker
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MetLife Investors
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MetLife of Connecticut
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Metropolitan Funds
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MFM Asset Management
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MFS
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MFS Institutional Funds
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MFS Variable Insurance Trust
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MG Trust Company, LLC
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MHA Financial Corp.
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MICG Investment Management
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Mid-Atlantic Securities Inc.
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Midland National Life VA
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MidSouth Capital
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Midwest Trust Company
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Midwood Securities Inc.
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Miramar Securities, LLC.
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Mission Management & Trust
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MMA Praxis
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Monarch Financial Corporation
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Monroe Financial Corporation
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Montana Family Education Savings Program
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Monumental Life Insurance
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Monumental/Transamerica Life Insurance
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Mony Group
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Moody National Bank
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Moors & Cabot Inc.
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Morgan Stanley MAC Reporting Platform
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Morgan Stanley Prime Brokerage
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Morgan Stanley Private Wealth Management
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Morgan Stanley Smith Barney
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Morningstar Funds
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MOST Missouri 529 Advisor Pl
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MOST-Missouri's 529 College Savings Plan
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MUFG Union Bank, N.A.
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Munder Funds
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MuniDirect.com
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Mutual Service Corp.
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MVP Realty Advisors
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Natcity Investments Inc.
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National Advisors Trust
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National Bank Correspondent Network
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National Bank of Indianapolis
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National Penn Investors Trust Co.
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Nationwide
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Nationwide Funds
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NBT Bank
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Nebraska Advisor 529
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Nebraska Educational Savings Trust Direct Plan
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Neuberger Berman
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New England Securities
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New York Life
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New York Private Bank
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New York's 529 College Savings Program Direct Plan
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Newedge
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NEXT Financial Group
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Nicolet National Bank
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Nixon Peabody LLP
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North Dakota College SAVE
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North Track Funds
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Northern Trust
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Northwestern Mutual Wealth Management Company
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NSA Securities Corporation
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Nuveen Mutual Funds
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Ogilivie Security Advisors Corp.
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Ohio National Equity Sales/ONESCO
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O'Keefe, Shaw & Company Inc.
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Old Mutual Advisor Funds
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Old National Trust Company
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Olstein Funds
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OneAmerica
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Oppenheimer & Co, Inc.
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Oppenheimer 529 Plans (OPP/ED)
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OppenheimerFunds
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Pace Capital Management
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Pacific Financial Services
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Pacific Life Funds
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Pacific Office Properties
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Painter, Smith and Gorian Inc.
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Pan-American Financial Services
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Partnervest Financial Group LLC
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PAX World Funds
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Peapack-Gladstone Bank
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Penn Mutual
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Pennsylvania College Savings Program 529-Investment Plan
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Pennsylvania Trust
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Pennsylvania Trust
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PENSCO Services, LLC
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Peoples United Bank
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Perkins Coie Trust Company
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Pershing
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Pershing Dollarized
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Petersen Investments, Inc.
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PFPC
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PFPC DAZL
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PFPC Fund Accounting
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Phoenix Equity Planning Corp
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Phoenix Home Life
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Phoenix Portfolio Advisor
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PIMCO Funds
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PIMCO/Allianz Funds
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Pin Oak Partners, Inc.
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Pinnacle Trust Company
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Pioneer Investments
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Placemark Investments
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PlainsCapital Bank
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PMK Securities & Research
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PNC Bank
icon indicating provider is available
Pond Equities
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Portsmouth Financial Services
icon indicating provider is available
Prairie Broker Services
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Presidential Brokerage Inc.
icon indicating provider is available
Prespera Financial Services
icon indicating provider is available
Principal Financial Group
icon indicating provider is available
Principal Funds
icon indicating provider is available
Private Bank & Trust
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Professional Asset Management
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ProFunds
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Protective Life
icon indicating provider is available
Provident Mutual
icon indicating provider is available
Provident Trust
icon indicating provider is available
Pruco Securities
icon indicating provider is available
Prudential Annuities
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PSA Equities Inc.
icon indicating provider is available
Pulaski Bank
icon indicating provider is available
Putnam Allstate Advisor
icon indicating provider is available
Putnam Allstate Advisor of NY
icon indicating provider is available
Quaker Funds
icon indicating provider is available
R. Seelaus & Company
icon indicating provider is available
Rabobank
icon indicating provider is available
Rafferty Capital Markets
icon indicating provider is available
Raymond James & Associates Inc.
icon indicating provider is available
Raymond James Trust
icon indicating provider is available
RBC Investor Services Trust
icon indicating provider is available
RBC Wealth Management
icon indicating provider is available
RDSC, LLC
icon indicating provider is available
Redwood Mortgage Investors VIII
icon indicating provider is available
Regional Brokers Inc.
icon indicating provider is available
Regions Bank
icon indicating provider is available
Register & Akers Investments Inc.
icon indicating provider is available
Reich & Tang
icon indicating provider is available
Reid & Associates, LLC
icon indicating provider is available
Reliance Integrated Solutions 1
icon indicating provider is available
Reliance Integrated Solutions 2
icon indicating provider is available
Reliance Trust
icon indicating provider is available
Reliance Trust Company
icon indicating provider is available
Resource Planning Group
icon indicating provider is available
Resource Real Estate
icon indicating provider is available
Rhodes Securities
icon indicating provider is available
Ridgewood Associates Inc.
icon indicating provider is available
RidgeWorth Funds
icon indicating provider is available
River City Bank
icon indicating provider is available
Riversource Funds
icon indicating provider is available
Riverstone Wealth Management Inc.
icon indicating provider is available
RJO Global Trust
icon indicating provider is available
Robert B. Ausdal & Company, Inc.
icon indicating provider is available
Robert W. Baird
icon indicating provider is available
Rochdale Securities
icon indicating provider is available
Rockhouse Securities LLC
icon indicating provider is available
Rockland Trust Company
icon indicating provider is available
Ropes & Gray LLC
icon indicating provider is available
Ross Sinclaire & Associates, Inc.
icon indicating provider is available
Round Hill Securities
icon indicating provider is available
RS Investments
icon indicating provider is available
Russell Investment Company
icon indicating provider is available
Rutherford, Brown & Catherwood, LLC
icon indicating provider is available
Ruvane Fund Mgmt Corp
icon indicating provider is available
S. Dakota College Access 529 Plan
icon indicating provider is available
Sage, Rutty & Company Inc.
icon indicating provider is available
Salisbury Bank & Trust
icon indicating provider is not available
Sanford C. Bernstein
icon indicating provider is available
Saperston Asset Management Inc.
icon indicating provider is available
Schild Asset Management, Inc.
icon indicating provider is available
Scholar'sEdge 529 Plan
icon indicating provider is available
Scholarshare College Savings Plan
icon indicating provider is available
Scotia Trust
icon indicating provider is available
Scottrade
icon indicating provider is available
SE2 - Commonwealth Delaware
icon indicating provider is available
SE2 - Commonwealth Pioneer
icon indicating provider is available
SE2 - Commonwealth Scudder
icon indicating provider is available
Second Street Securities, Inc.
icon indicating provider is available
Security Ballew
icon indicating provider is available
Security Benefit Life
icon indicating provider is available
Security Funds
icon indicating provider is available
Security National Bank
icon indicating provider is available
Security National Trust Company
icon indicating provider is available
SEI Advisor Network
icon indicating provider is available
SEI Asset Management Programs
icon indicating provider is available
SEI Canada Institutional
icon indicating provider is not available
SEI Global Euro Institutional
icon indicating provider is not available
SEI Global GBP Institutional
icon indicating provider is not available
SEI Global USD Institutional
icon indicating provider is not available
SEI US Institutional
icon indicating provider is not available
SEI Wealth Advisor
icon indicating provider is available
Selected Funds
icon indicating provider is available
Seligman Funds
icon indicating provider is available
Sentinel
icon indicating provider is available
Sentinel Trust
icon indicating provider is available
Shareholder Services Group (SSG)
icon indicating provider is available
Sheilds & Company
icon indicating provider is available
SIGMA Financial Corporation
icon indicating provider is available
Simmons First Trust
icon indicating provider is available
Sit Mutual Funds
icon indicating provider is available
SMART529 Select College Savings Plan
icon indicating provider is available
SMART529 WV Direct College Savings Plan
icon indicating provider is available
SMH Group
icon indicating provider is available
Somerset Trust
icon indicating provider is available
Source Capital Group
icon indicating provider is available
South Carolina Bank & Trust
icon indicating provider is available
Southwest Securities
icon indicating provider is available
Spelman & Co.
icon indicating provider is available
SSgA Upromise 529 Plan
icon indicating provider is available
State Street Advisors Network
icon indicating provider is available
State Street Capital Guardian
icon indicating provider is available
State Street Family Office
icon indicating provider is available
State Street Investor Services
icon indicating provider is available
State Street Metro
icon indicating provider is available
Steadfast Income REIT
icon indicating provider is available
Steben & Company, Inc.
icon indicating provider is available
Steele Street Bank & Trust
icon indicating provider is available
Sterling Financial Investment Group, Inc.
icon indicating provider is available
Sterne, Agee & Leach
icon indicating provider is available
Stifel Nicolaus
icon indicating provider is available
Stifel Trust Company
icon indicating provider is available
Stofan, Agazzi & Company Inc.
icon indicating provider is available
Strand, Atkinson, Williams & York
icon indicating provider is available
Stratton Mutual Funds
icon indicating provider is available
Sun Life Financial
icon indicating provider is available
SunTrust
icon indicating provider is available
Susquehanna Trust
icon indicating provider is available
SVA Plumb Trust Co.
icon indicating provider is available
Sweney Cartwright
icon indicating provider is available
Symetra Financial
icon indicating provider is available
Synovus Trust
icon indicating provider is available
T Bank, N.A.
icon indicating provider is available
T. Rowe Price
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Tamarack Mutual Funds
icon indicating provider is available
TCW Funds
icon indicating provider is available
TD Ameritrade
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TD Ameritrade Trust (TJ)
icon indicating provider is available
Texas Capital Bank
icon indicating provider is not available
The GIFT (AR) College Investing Plan
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The Royce Funds
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The TD Ameritrade 529 College Savings Plan
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The Timothy Plan
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The Trust Company
icon indicating provider is available
The Vanguard 529 College Savings Plan
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Third Avenue Funds
icon indicating provider is available
Thomas J Herzfeld & Company Inc.
icon indicating provider is available
Thomas McDonald & Associates, LLC
icon indicating provider is available
Thomson Institutional Services
icon indicating provider is available
Thor Capital LLC
icon indicating provider is available
Thornburg
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Thornes & Associates Inc.
icon indicating provider is available
Thrivent Financial
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TIAA-CREF
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TIAA-CREF 529 Plan - Connecticut
icon indicating provider is available
TIAA-CREF 529 Plan - Georgia
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TIAA-CREF 529 Plan - Michigan
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TIAA-CREF 529 Plan - Mississippi
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TIAA-CREF 529 Plan- Idaho
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TIAA-CREF 529 Plan-Kentucky
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TIAA-CREF 529 Plan-Minnesota
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TIAA-CREF 529 Plan-Oklahoma
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TIAA-CREF 529 Plan-Tennessee
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TIAA-CREF 529 Plan-Vermont
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TIAA-CREF Trust Company
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TIAA-Cref Variable Annuity
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Tolleson Private Bank
icon indicating provider is available
Tompkins Trust
icon indicating provider is available
Touchstone Funds
icon indicating provider is available
Touchstone Variable Annuities
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Trade Station Securities
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Transamerica Life Insurance
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Transamerica-IDEX
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Triangle Securities
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Trident Partners LTD
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TriLinc Global Impact Fund, LLC
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Triple Net Properties Public Programs
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Trubee, Collins & Company Inc.
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Trust Company of Oklahoma
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Trust Point Inc.
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Trustmark National Bank
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Tweedy Browne
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U.S. Bank
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U.S. Bank Global
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UBS Financial Services
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UBS Funds
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UBS Global Prime Access
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UBS Hedge Fund Services
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UBS PB Accounting
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UBS Prime Brokerage Custody
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UBS SwisKey F&O
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UBS Wealth Management
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UMB
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Union Bank & Trust
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Union Bank and Trust
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Union/Time
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United Brokerage Services Inc.
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United Planners' Financial Services of America
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USAA College Savings Plan
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USF Affiliate Services
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Valley Forge Asset Management
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Valubond Securities
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Value Line
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Van Eck
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Van Kampen Funds
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Vanguard Group
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Vanguard VA
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Victory Funds
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VPS Fund Accounting
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VPS Portfolio Accounting
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VSR Financial Services
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W Trust
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Wachovia Capital Markets
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Wachovia Securities FIN Network, LLS
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Wachovia Securities International - London
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Wachovia Securities LLC
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Walnut Street Securities, Inc.
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Washington Trust Company
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Wayne Hummer Investments
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Wayne Hummer Trust
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Wealth Management Group, Inc.
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Webster Bank, N.A.
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Wedbush Securities
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Wells Fargo Funds
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Wells Fargo Investments, LLC
icon indicating provider is available
Wells Limited Partnership
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Wells REIT
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Wells S & P REIT Index Fund
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Western Reserve Life VUL
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Westminster Financial
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White Mountain Capital, LLC
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Whitehall-Park Securites, Inc.
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Whitney Bank
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Whittier Trust
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Wiley Brothers
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William Blair
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Wm. Smith Securities, Inc.
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WP Carey
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Wunderlich Securities Inc.
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YieldQuest Securities, LLC
icon indicating provider is available
Your Discount Broker Inc.
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