ADVENT CUSTODIAL DATA PARTNERS

ACCOUNT PROVIDERS PARTICIPATING IN THE ADVENT CUSTODIAL DATA SERVICE

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.



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