Quadron Data Solutions

Brokerage Data - We collect and import data from the major clearing providers. As experts in the field of data management we have extensive experience with a broad range of clearing platforms, including enterprise level relationships and connectivity with multiple clearing firms.

Mutual Funds - As an NSCC member, we are able to leverage the breadth and quality of NSCC transmissions. Leveraging our NSCC connectivity we offer you direct 2-way communication at the source to electronically update mutual fund business. In addition, our system can quickly and accurately collect and reconcile commissions for the broker/dealer directly from the fund families. Direct mutual fund information is received through other electronic interfaces when not available through NSCC.

Insurance and Annuities - We collect data on all of the major insurance products including fixed and variable annuities. Not only do we display annuity contract information, and underlying asset detail, we also provide a dynamic display of valuations, dates, and parties.

Alternative Investments - We cover a wide selection of the most popular alternative investments such as REITs and DPPs.

Investment Advisory Platforms - We maintain robust communication with a variety of platform providers with secure and redundant data feeds and storage.

Brokerage Data

• ANIMALS.
• ANNUITY - FIXED RATE
• ANNUITY - MONEY MARKET
• ANNUITY - VARIABLE RATE
• CASH
• CATS
• CERTIFICATES OF DEPOSIT
• CLOSED END MUTUAL FUND
• CLOSED END TAXABLE MUTUAL FUND
• CLOSED END TAX-EXEMPT MUTUAL FUND
• CMOS
• COLLATERALIZED MORTGAGE OBLIGATIONS
• COMMERCIAL PAPER
• COMMODITY
• COMMODITY - GOLD
• COMMODITY - GOLD BULLION
• COMMODITY - GOLD COINS
• COMMODITY - PLATINUM
• COMMODITY - PLATINUM BULLION
• COMMODITY - PLATINUM COINS
• COMMODITY - SILVER
• COMMODITY - SILVER BULLION
• COMMODITY - SILVER COINS
• COMMON STOCK
• CONVERTIBLE BONDS
• CONVERTIBLE PREFERRED STOCK
• CORPORATE BOND
• CORPORATE UNIT INVESTMENT TRUSTS.
• CUSTOMER RECEIPTS
• DEBT
• DEBT - BANKERS ACCEPTANCE
• DEBT - BOND
• DEBT - CATS / TIGERS
• DEBT - CERTIFICATE OF DEPOSIT
• DEBT - COMMERCIAL PAPER
• DEBT - CORPORATE BILL
• DEBT - CORPORATE BOND
• DEBT - CORPORATE CMO
• DEBT - CORPORATE MEDIUM TERM NOTE
• DEBT - CORPORATE NON-PROFIT
• DEBT - CORPORATE NOTE
• DEBT - CORPORATE SRIPPED ISSUE
• DEBT - GOVERNMENT AGENCY
• DEBT - GOVERNMENT AGENCY PASS THROUGH
• DEBT - GOVERNMENT AGENCY PASS THROUGH - FHLMC
• DEBT - GOVERNMENT AGENCY PASS THROUGH - FHLMC (CMO)
• DEBT - GOVERNMENT AGENCY PASS THROUGH - FNMA
• DEBT - GOVERNMENT AGENCY PASS THROUGH - FNMA (CMO)
• DEBT - GOVERNMENT AGENCY PASS THROUGH - GNMA
• DEBT - GOVERNMENT AGENCY PASS THROUGH - GNMA (CMO)
• DEBT - GOVERNMENT AGENCY PASS THROUGH - OTHER (CMO)
• DEBT - GOVERNMENT AGENCY REGULAR
• DEBT - GOVERNMENT AGENCY REGULAR - FHLMC
• DEBT - GOVERNMENT AGENCY REGULAR - FHLMC (CMO)
• DEBT - GOVERNMENT AGENCY REGULAR - FNMA
• DEBT - GOVERNMENT AGENCY REGULAR - FNMA (CMO)
• DEBT - GOVERNMENT AGENCY REGULAR - GNMA
• DEBT - GOVERNMENT AGENCY REGULAR - GNMA (CMO)
• DEBT - GOVERNMENT AGENCY REGULAR - MEDIUM TERM NOTE
• DEBT - GOVERNMENT AGENCY REGULAR - OTHER (CMO)
• DEBT - GOVERNMENT AGENCY REGULAR - STRIPPED ISSUE
• DEBT - GOVERNMENT BOND
• DEBT - MONEY MARKET
• DEBT - MUNICIPAL
• DEBT - MUNICIPAL BOND
• DEBT - MUNICIPAL NOTE
• DEBT - REPURCHASE AGREEMENT
• DEBT - TREASURY
• DEBT - TREASURY - MEDIUM TERM NOTE
• DEBT - TREASURY BILL
• DEBT - TREASURY BILL (CMO)
• DEBT - TREASURY BOND
• DEBT - TREASURY BOND - INFLATION PROTECTED SECURITY (TIPS)
• DEBT - TREASURY BOND - STRIPPED
• DEBT - TREASURY BOND CMO
• DEBT - TREASURY NOTE
• DEBT - TREASURY NOTE - INFLATION PROTECTED SECURITY (TIPS)
• DEBT - TREASURY NOTE - STRIPPED
• DEBT - TREASURY NOTE (CMO)
• DOUBLE-BARRELED BONDS
• EQUITY
• EQUITY - CLOSED-END MUTUAL FUND - TAX EXEMPT
• EQUITY - CLOSED-END MUTUAL FUND - TAXABLE
• EQUITY - COMMON STOCK
• EQUITY - MUTUAL FUND - FIDELITY
• EQUITY - MUTUAL FUND - FIDELITY - BOND
• EQUITY - MUTUAL FUND - FIDELITY - EQUITY
• EQUITY - MUTUAL FUND - FIDELITY - MONEY
• EQUITY - MUTUAL FUND - NON-FIDELITY - EQUITY
• EQUITY - MUTUAL FUND - NON-FIDELITY - MONEY MARKET
• EQUITY - PREFERRED STOCK
• EQUITY - RIGHTS TO OWNERSHIP / OPTIONS / WHEN ISSUED
• EQUITY / DEBT / RIGHTS / UNITS
• EQUITY INCOME
• EQUITY INDEXED ANNUITY
• EQUITY UNITS
• FANNIE MAE (FNMA) BONDS
• FIXED ANNUITY PRODUCTS
• FIXED IMMEDIATE ANNUITY
• FIXED LIFE ANNUITY PRODUCTS
• FOREIGN BONDS
• FREDDIE MAC (FDMC)
• GENERAL OBLIGATIONS
• GINNY MAE (GNMA) BONDS
• GNMA PASS-THROUGH CONTRACTS (WAII FUTURE DELIVERY CONTRACTS)
• GNMA, FNMA, FHLMC, MORTGAGE POOLS, CMOS ETC.
• GROUP ANNUITY
• INDEX PARTICIPATION CONTRACTS
• MASTER LIMITED PARTNERSHIP
• MONEY MARKET
• MUNICIPAL LEASES.
• MUNICIPAL UNIT INVESTMENT TRUST
• MUTUAL FUND
• MUTUAL FUND - NON-TAXABLE
• MUTUAL FUND - TAXABLE
• OPTION
• OPTION - BROAD INDEX
• OPTION - CALLS
• OPTION - CD
• OPTION - EQUITY (NON-OTC)
• OPTION - FOREIGN CURRENCY
• OPTION - GNMA
• OPTION - NARROW INDEX
• OPTION - OTC EQUITY
• OPTION - PUTS
• OPTION - TREASURY BILL
• OPTION - TREASURY BOND
• OPTION - TREASURY NOTE
• REAL ESTATE MORTGAGE INVESTMENT CONDUIT (REMICS).
• REAL ESTATE INVESTMENT TRUST (REIT)
• REGULAR UNITS
• REGULAR UNITS - BOND
• REGULAR UNITS - EQUITY
• REORGANIZATION
• REVENUE BONDS
• RIGHTS
• RIGHTS TO OWNERSHIP
• RIGHTS TO OWNERSHIP - RIGHTS
• RIGHTS TO OWNERSHIP - WARRANTS
• ROYAL TRUST
• STOCK (EQUITY)
• STRIPPED TREASURIES
• TAX EXEMPT BOND FUND
• TAX EXEMPT MONEY MARKET
• TERM LIFE
• UIT - NON-TAXABLE
• UIT - TAXABLE
• UNITS
• UNITS - LIMITED PARTNERSHIP
• UNITS - LIMITED PARTNERSHIP - GAS / OIL
• UNITS - LIMITED PARTNERSHIP - LEASING
• UNITS - LIMITED PARTNERSHIP - OTHER
• UNITS - LIMITED PARTNERSHIP - REAL ESTATE
• UNITS - MASTER LIMITED PARTNERSHIP
• UNITS - REIT
• UNITS - REMIC
• UNITS - ROYAL TRUST
• UNITS - UNIT INVESTMENT TRUST (UIT) - CORPORATE BOND
• UNITS - UIT - EQUITY
• UNITS - UIT - GOVERNMENT BOND
• UNITS - UIT - MUNICIPAL BOND
• UNITS - UIT
• UNIVERSAL LIFE
• US TREASURY BILLS
• US TREASURY BONDS/NOTES
• UTILITIES
• VARIABLE & FIXED IMMEDIATE ANNUITY
• VARIABLE IMMEDIATE ANNUITY
• VARIABLE LIFE
• VARIABLE UNIVERSAL LIFE
• VARIBLE ANNUITY
• WARRANTS
• WHEN ISSUED
• WHEN ISSUED - BOND
• WHEN ISSUED - CORPORATE
• WHEN ISSUED - CORPORATE BOND
• WHEN ISSUED - CORPORATE NOTE
• WHEN ISSUED - GOVERNMENT
• WHEN ISSUED - GOVERNMENT BILL
• WHEN ISSUED - GOVERNMENT BOND
• WHEN ISSUED - GOVERNMENT NOTE
• WHEN ISSUED - MUNICIPAL
• WHEN ISSUED - MUNICIPAL BOND
• WHEN ISSUED - MUNICIPAL NOTE
• WHEN ISSUED - PASS THROUGH
• WHEN ISSUED - PASS THROUGH - FHLMC
• WHEN ISSUED - PASS THROUGH - FHLMC BOND
• WHEN ISSUED - PASS THROUGH - FHLMC NOTE
• WHEN ISSUED - PASS THROUGH - FNMA
• WHEN ISSUED - PASS THROUGH - FNMA BOND
• WHEN ISSUED - PASS THROUGH - FNMA NOTE
• WHEN ISSUED - PASS THROUGH - GNMA
• WHEN ISSUED - PASS THROUGH - GNMA BOND
• WHEN ISSUED - PASS THROUGH - GNMA NOTE
• WHEN ISSUED - PASS THROUGH - OTHER
• WHEN ISSUED - PASS THROUGH - OTHER BOND
• WHEN ISSUED - PASS THROUGH - OTHER NOTE
• WHEN ISSUED - STOCK
• WHOLE LIFE
• ZERO COUPON BONDS AND OTHER CORPORATE BONDS
• ZERO COUPON MUNICIPAL BONDS
• ZERO COUPON RATE BONDS AND OTHER TREASURIES

Mutual Fund Company

• ABN AMBRO
• ADIRONDACK FUNDS
• ADVISER DEALER
• AIG SUNAMERICA
• ALGER (FRED)
• ALLIANCE BERNSTEIN
• ALLIANZ GLOBAL
• ALPS DIST INCSTATE
• ALPS DISTRIBUTORS
• AMERICAN CENTURY
• AMERICAN FUNDS
• AMERICAN STOCK
• ANCORA SECURITIES
• ARIEL DISTRIBUTORS
• ARTISAN
• ASB SECURITIES LLC
• BACAP
• BARCLAYS GLOBAL
• BARON CAPITAL
• BLACK ROCK
• BNP PARIBAS
• BNY HAMILTON
• BURNHAM SECURITIES
• CALAMOS FINANCIAL
• CALVERT
• CAPITAL GUARDIAN
• CAPITAL INVESTMENT
• CAPSTONE ASSET
• CHARLES SCHWAB & CO
• CITIGROUP GLOBAL
• COHEN & STEERS
• COLUMBIA
• COLUMBIA FUNDS
• COMERCIA BANK
• CONCORD FUNDS INC
• CONESTOGA FUNDS
• CREDIT SUISSE ASSET
• CROFT FUNDS
• CUNA BROKERAGE
• DAVIS DISTRIBUTORS
• DEAM INVESTOR
• DELAWARE
• DFA SECURITIES INC
• DODGE & COX FUNDS
• DSIL INVESTMENT
• DUNHAM & ASSOCIATES
• DUPREE & COMPANY
• E*TRADE CLEARING
• EAGLE FUND
• EATON
• EATON VANCE
• ENTERPRISE FUND
• EVD / WRIGHT INVESTOR
• EVERGREEN
• FALLEN ANGELS FAMILY
• FAM DISTRIBUTORS
• FEDERATED SECURITIES
• FENIMORE ASSET
• FIDELITY INVESTMENTS
• FIDUCIARY
• FIRST DOMINION
• FIRST INVESTORS
• FIRST TRUST PORTFOLIOS
• FIRST TRUST
• FORESIDE
• FORESIDE FUNDS
• FORESTER FUNDS INC
• FPA FUND
• FRANKLIN/TEMPLETON
• FRED ALGER AND COMPANY, INC.
• FRONTEGRA FUNDS INC
• FUNDS DISTRIBUTORS
• GABELLI
• GARTMORE MORLEY
• GE INVESTMENT
• GEORGETOWNE FUNDS
• GLICKENHAUS AND CO
• GOLDMAN
• GOLDMAN SACHS
• GUARDIAN INVESTOR
• HAND BENEFITS
• HARTFORD
• HEWITT SERVICES LLC
• HOMESTEAD FUNDS
• ICMA-RC SERVICES LLC
• IFS FUND
• INDUSTRY LEADERS
• ING FUNDS
• INTEGRITY FUNDS
• INTERNATIONAL
• INVESCO AIM
• INVESTOR SERVICE
• JP MORGAN
• JACKSON NATIONAL
• JANUS DISTRIBUTORS
• JOHN HANCOCK FUNDS
• JP MORGAN
• KALMAR POOLED
• KEELEY INVESTMENT
• KELMOORE
• KEY BANK NA
• LAZARD FRERES & CO
• LEGG MASON INVESTOR
• LEPERCQ DE NEUFLIZE & CO. INCORPORATED
• LIFETIME ACHIEVEMENT
• LONGLEAF PARTNERS
• LORD, ABBETT & CO.
• LORING WARD
• M FUND INC.
• MADISON MOSAIC LLC
• MANNING & NAPIER
• MANOR INVESTMENT
• MATRIX CAPITAL
• MATTHEW 25 FUND INC.
• MBSC SECURITIES
• METROPOLITAN LIFE
• MFS DISTRIBUTORS
• MFS HERITAGE TRUST
• MFS INTERNATIONAL
• MORGAN STANLEY
• MUNDOVAL FUNDS
• NATIONWIDE FUND
• NATIXIS
• NEEDHAM & COMPANY
• NELNET CAPITAL LLC
• NEUBERGER BERMAN
• NICHOLAS COMPANY
• NICHOLAS-APPLEGATE
• NORTHEAST INVESTORS
• NORTHERN LIGHTS
• NORTHERN TRUST
• NUVEEN INVESTMENTS
• NYLIFE SECURITIES LLC
• OBERWEIS SECURITIES
• OLSTEIN ASSOCIATES
• ONEAMERICA FUNDS
• OPPENHEIMER FUNDS
• PACIFIC GLOBAL FUND
• PACIFIC SELECT
• PARADIGM FUNDS
• PARNASSUS
• PAYDEN & RYGEL
• PENNSYLVANIA AVENUE
• PERRITT MICROCAP
• PHILADELPHIA FUND
• PINNACLE
• PIONEER INVESTMENT
• POPULAR SECURITIES
• PRINCOR FINANCIAL
• PRUDENTIAL
• PRUDENTIAL INV MGT
• PUTNAM RETAIL
• QUASAR
• QUEEN ROAD
• R F S PARTNERS
• RAFFERTY CAPITAL
• RELIANCE TRUST
• RENAISSANCE CAPITAL
• RESRV PARTNERS INC.
• REYNOLDS FUNDS INC.
• RIVERSOURCE
• ROBERT W BAIRD & CO.
• RUSSELL FINANCIAL
• RYDEX DISTRIBUTORS
• SATURNA BROKERAGE
• SCHRODER FUND
• SECURITY
• SEI INVESTMENTS
• SEI TRUST COMPANY
• SELIGMAN
• SELIGMAN ADVISORS
• SENTINEL FINANCIAL
• SIA SECURITIES CORP.
• SKANDIA SECURITIES
• SSH SECURITIES INC.
• STATE STREET GLOBAL
• STATE TRUST CAPITAL
• STEPHENS INC. / WELLS
• SYCUAN FUNDS
• SYMETRA LIFE
• SYNDICATED CAPITAL
• T ROWE PRICE
• TAMARACK
• TANAKA FUNDS INC.
• TCW INVESTMENT
• TD AMERITRADE TRUST
• TEACHERS ADVISORS
• THE BANCORP BANK
• THE LUTHERAN
• THE OAKMARK FUND
• THORNBURG
• TOP FLIGHT FUND
• TOUCHSTONE
• TRANSAMERICA
• TWEEDY BROWNE CO.
• US BOSTON CAPITAL
• US GLOBAL
• UBS GLOBAL ASSET MANAGEMENT
• ULTIMUS FUND
• UMB DISTRIBUTION
• UMB FUND SERVICES
• UNIFIED FINANCIAL
• UNITED FINANCIAL
• VALUE LINE INC.
• VAN ECK SECURITIES
• VAN KAMPEN FUNDS
• VAN LIEW SECURITIES
• VANGUARD MARKETING
• VP DISTRIBUTORS INC.
• WADDELL & REED INC.
• WALL STREET
• WALLACE R WEITZ
• WEISS FUNDS INC.
• WELLS FARGO FUNDS
• WESTCHESTER CAPITAL
• WESTON SECURITIES
• WHITMAN (MJ) LLC
• WIRELESS FUND
• YIELDQUEST
• ZIEGLER (BC)

Insurance and Annuities

• 1717 CAPITAL MANAGEMENT
• ADP COSI
• ADP/SIS
• ADVANTAGE CAPITAL
• ADVENT / TECHFI
• ADVISORS CLEARING NETWORK, INC.
• AEGON / TRANSAMERICA (CSC)
• AG EDWARDS & SONS
• AIG ANNUITY
• AIG FINANCIAL ADVISORS
• AIG SUNAMERICA
• ALBRIDGE SOLUTIONS
• ALLIANZ (DVFS)
• ALLIANZ LIFE INSURANCE CO OF NEW YORK-FIXED
• ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA-FIXED
• ALLMERICA
• ALLSTATE
• ALLSTATE FINANCIAL SERVICES, LLC
• AMERICA
• AMERICAN GENERAL LIFE
• AMERICAN GENERAL SECURITIES
• AMERICAN NATIONAL INSURANCE COMPANY
• AMERICAN UNITED LIFE INSURANCE COMPANY
• AMERITAS LIFE INSURANCE
• ASSOCIATED SECURITIES
• AVIVA LIFE INSURANCE
• AXA EQUITABLE LIFE INSURANCE CO.
• AXA NETWORK, LLC
• BANC OF AMERICA INVESTMENT SERVICES
• BANC OF AMERICA SECURITIES LLC
• BANCORPSOUTH INVESTMENT SERVICES, INC.
• BANCWEST INVESTMENT SERVICES
• BB&T INVESTMENT (TERRAPIN)
• BEAR STEARNS
• BERMUDA LTD. (FIDELITY)
• BLUE FROG SOLUTIONS, INC.
• BRACEK & YOUNG ADVISORS, INC.
• BROADRIDGE
• BROOKSTONE SECURITIES, INC.
• BUTLER, WICK & CO., INC. (BETA)
• C.I.G CORP.
• CADARET GRANT
• CALLIDUS SOFTWARE
• CANTELLA & CO., INC.
• CAPITAL ANALYSTS, INC.
• CAPITAL FINANCIAL SERVICES, INC.
• CAPITAL INVESTMENT GROUP INC.
• CAPITAL ONE INVESTMENT SERVICES CORPORATION
• CBIZ FINANCIAL SOLUTION, INC.
• CCO INVESTMENT SERVICES CORP.
• CHARLES SCHWAB & CO., INC.
• CHARTER ONE SECURITIES INC.
• CHASE INVESTMENT SERVICES
• CHASE LIFE & ANNUITY CO. (DVFS)
• CHEVY CHASE
• CITIGROUP GLOBAL MARKETS INC.
• CLARKE LANZEN SKALLA
• CLEARVIEW CORRESPONDENT SERVICES, LLC
• COMMONWEALTH ANNUITY AND LIFE INSURANCE CO.
• COMMONWEALTH EQUITY SERVICES
• COMPANY DESTINATIONS
• COMPASS BROKERAGE
• COMPREHENSIVE ASSET MGMT
• COMPUTER RESEARCH, INC.
• CROWELL, WEEDON & CO. (SUNGARD)
• CSC (FAS/MYND)
• CUNA BROKERAGE SERVICES, INC.
• CUSO FINANCIAL SERVICES, L.P.
• D.A. DAVIDSON
• DAVENPORT (BETA)
• DAVID LERNER (SUNGARD)
• DELAWARE VALLEY
• DEUTSCHE BANK SECURITIES (ADP)
• DIVISION
• DREYFUS SERVICE ORGANIZATION
• EAI INFORMATION SYSTEMS
• EDWARD JONES
• EMPIRE FINANCIAL GROUP
• EQUITY SERVICES
• ESSEX NATIONAL SECURITIES, INC.
• FERRIS, BAKER, WATTS (BETA)
• FIDELITY INSURANCE AGENCY HOLDING
• FINANCIAL DATABASE (FDS)
• FINETRE CORPORATION
• FIRST MIDWEST SECURITIES
• FIRST TENNESSEE BROKERAGE
• FIRSTMERIT INSURANCE AGENCY
• FISERV TRUST COMPANY
• FISERV TRUST CORPORATION/RESOURCES
• FNIC
• FOOTHILL SECURITIES
• FORRESTERS
• FSC SECURITIES CORPORATION
• G.A. REPPLE & COMPANY
• GENEOS WEALTH MANAGEMENT
• GENWORTH FINANCIAL
• GENWORTH FINANCIAL SECURITIES CORP.
• GIRARD SECURITIES, INC.
• GREAT AMERICAN ADVISORS, INC.
• GREAT AMERICAN LIFE INSURANCE CO.
• GUARDIAN LIFE
• GUNNALLEN FINANCIAL
• H & R BLOCK FINANCIAL ADVISORS
• H. BECK
• H.D. VEST INVESTMENT SERVICES, INC.
• HARRIS TRUST
• HAZLETT, BURT & WATSON, INC.
• HORNOR TOWNSEND & KENT, INC.
• HSBC BANK USA-BUFFALO/IPS
• HUNTINGTON NATIONAL BANK
• IBC INVESTMENTS
• IFC HOLDINGS, INC. / INVEST
• INFINEX INVESTMENTS INC.
• ING FINANCIAL ADVISERS, LLC
• ING FINANCIAL PARTNERS, INC.
• ING LIFE COMPANIES (RELIASTAR, RELIASTAR LIFE OF
• ING LIFE INSURANCE & ANNUITY
• INTEGRITY
• INTERSECURITIES (FDS)
• INVESTACORP
• INVESTIGO
• INVESTMENT CENTER (THE)
• INVESTMENT CENTERS OF AMERICA, INC.
• INVESTMENT PROFESSIONALS INC.
• J.J.B. HILLIARD, W.L. LYONS (BETA)
• J.P. MORGAN SECURITIES, INC.
• JACKSON NATIONAL
• JANNEY MONTGOMERY (BETA)
• JEFFERSON NATIONAL LIFE INSURANCE COMPANY
• JOHN HANCOCK
• KEMPER INVESTORS LIFE
• KEMPER INVESTORS LIFE INSURANCE
• KMS FINANCIAL SERVICES INC.
• KOVACK SECURITIES, INC.
• L.M. KOHN & COMPANY
• LANDMARK TECHNOLOGY PARTNERS
• LASALLE STREET SECURITIES
• LEGACY FINANCIAL SERVICES, INC.
• LEGEND EQUITIES
• LEGENT CLEARING, LLC
• LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
• LIBERTY LIFE INSURANCE COMPANY
• LIFE INSURANCE DATA
• LINCOLN FINANCIAL ADVISORS CORP.
• LINCOLN FINANCIAL SECURITIES CORPORATION
• LINCOLN INVESTMENT PLANNING
• LINCOLN NATIONAL (CSC)
• LINSCO / PRIVATE LEDGER CORP. (BETA)
• M HOLDINGS SECURITIES, INC. (FDS)
• M&T SECURITIES, INC.
• MADISON AVENUE SECURITIES
• MASSMUTUAL LIFE
• MCCAMISH SYSTEMS, L.L.C.
• MCDONALD SECURITIES (ADP/SIS)
• MEDALLION INVESTMENT SERVICES
• MERRILL LYNCH (FINETRE)
• MESIROW FINANCIAL INC. (BETA)
• METLIFE INVESTORS
• METLIFE OF CT
• METLIFE SECURITIES
• MG TRUST COMPANY, LLC
• MID ATLANTIC CAPITAL CORP./SACRAMENTO
• MININGHAM & OELLERICH (M&O)
• MINNESOTA LIFE INSURANCE COMPANY
• MML INVESTORS SERVICES
• MONY LIFE
• MORGAN KEEGAN & CO. (SUNGARD)
• MORGAN PEABODY, INC.
• MORGAN STANLEY INC.
• MULTI FINANCIAL
• MUTUAL OF OMAHA INVESTOR SERVICES, INC.
• MUTUAL SERVICE CORP. (FDS)
• NATIONAL CITY BANK/NATCITY INVESTMENTS
• NATIONAL FINANCIAL SERVICES LLC
• NATIONAL LIFE OF VERMONT
• NATIONAL PLANNING CORP.
• NATIONAL SECURITIES CORP.
• NATIONWIDE
• NATIONWIDE / PROVIDENT
• NEW ENGLAND SECURITIES CORP.
• NEW YORK LIFE
• NFP SECURITIES, INC. (FDS)
• NORTHEAST SECURITIES INC.
• NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
• NORTHWESTERN MUTUAL LIFE
• NY, SECURITY LIFE OF DENVER
• NYLIFE SECURITIES, INC.
• O.N. EQUITY SALES COMPANY (THE)
• OGILVIE SECURITY ADVISORS CORP.
• OHIO NATIONAL
• OM FINANCIAL LIFE INSURANCE COMPANY (FIDELITY)
• OM FINANCIAL LIFE INSURANCE COMPANY / OLD MUTUAL FINANCIAL NETWORK
• OPPENHEIMER & CO. INC.
• ORCASNET, INC.
• PACIFIC LIFE
• PARK AVENUE SECURITIES, LLC
• PENN MUTUAL
• PENSON FINANCIAL SERVICES
• PERSHING LLC
• PHOENIX LIFE INSURANCE (FAS)
• PIPER JAFFRAY & CO. (BETA)
• PLANMEMBER SECURITIES CORP.
• PRIME CAPITAL SERVICES, INC.
• PRIMEVEST (ADP/SIS, FINETRE)
• PRINCIPAL LIFE INSURANCE CO.
• PRINCIPAL LIFE INSURANCE COMPANY / PENSION
• PROEQUITIES, INC.
• PROTECTIVE LIFE
• PRUDENTIAL INSURANCE / SKANDIA
• QUESTAR CAPITAL CORP.
• QUESTAR CAPITAL SECONDARY
• RAYMOND JAMES & ASSOCIATES/PCA
• RBC DAIN RAUSCHER
• REG ED (CT CORP.)
• RESOURCE HORIZONS GROUP, LLC
• RIDGE CLEARING & OUTSOURCING SERVICES, INC.
• RIVERSOURCE
• ROBERT BAIRD (BETA, FINETRE)
• ROYAL ALLIANCE (FDS)
• RYDEX DISTRIBUTORS
• SAVINGS BANK LIFE INSURANCE (SBLI)
• SCOTT & STRINGFELLOW
• SCOTT & STRINGFELLOW (BETA, FINETRE)
• SE2
• SECURITIES AMERICA INC.
• SECURITY BENEFIT LIFE
• SERITIS CORPORATION
• SIGNATOR INVESTORS, INC.
• SII INVESTMENTS, INC.
• SIRCON
• SMITH MOORE AND CO.
• SORRENTO PACIFIC FINANCIAL, LLC
• SOUTHWEST SECURITIES
• STEPHENS, INC.
• STERNE, AGEE & LEACH (BETA)
• STIFEL NICOLAUS (BETA)
• SUMMIT BROKERAGE SERVICES, INC.
• SUN LIFE OF CANADA
• SUNTRUST SECURITIES
• SYMETRA LIFE INSURANCE COMPANY
• SYNERGY INVESTMENT GROUP
• TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
• THE HARTFORD
• THE PANGBURN COMPANY
• THE UNITED STATES LIFE INS. CO. IN THE CITY OF NY
• THE VARIABLE ANNUITY LIFE INSURANCE CO.
• THRIVENT FINANCIAL
• TOWER SQUARE SECURITIES (FDS/TECHFI)
• TRANSAMERICA FINANCIAL ADVISORS (FDS)
• TRIAD ADVISORS, INC.
• TRUST CO. OF AMERICA
• U.S. BANCORP INVESTMENTS
• UBS FINANCIAL SERVICES INC.
• UMB BANK / UMB SCOUT BROKERAGE SERVICES
• UNION BANK OF CALIFORNIA
• UNIVERSAL LIFE INSURANCE COMPANY
• UVEST FINANCIAL SERVICES GROUP
• VALIC FINANCIAL ADVISORS, INC.
• VALLEY FORGE LIFE INSURANCE COMPANY
• VALMARK SECURITIES INC.
• VSR FINANCIAL SERVICES
• WALNUT STREET SECURITIES
• WATERSTONE FINANCIAL GROUP
• WAYNE HUMMER INVESTMENTS
• WEDBUSH MORGAN (BETA)
• WELLS FARGO (BETA)
• WESTERN-SOUTHERN LIFE ASSURANCE
• WILLIAM BLAIR & CO. (ADP)
• WINSLOW, EVANS & CROCKER
• WOODBURY FINANCIAL SERVICES, INC.
• WORLD EQUITY
• WORLD GROUP SECURITIES, INC.
• WUNDERLICH SECURITIES, INC.

Alternative Investments

• AEI FUND MANAGEMENT INC.
• AMERICAN REALTY CAPITAL
• APM FUNDS
• BEHRINGER HARVARD FUNDS
• CNL DISTRIBUTED PRODUCTS
• COLE REAL ESTATE INVESTMENTS
• CORNERSTONE CORE PROPERTIES REIT INC.
• DEARBORN CAPITAL MANAGEMENT LLC
• DIVIDEND CAPITAL TRUST
• DUNBAR CAPITAL MANAGEMENT LLC
• EVERBANK
• GRUBB & ELLIS PUBLIC PROGRAMS
• GRUBB & ELLIS REALTY INVESTORS LLC
• HINES REIT
• INLAND REAL ESTATE INVESTMENT TRUST
• KBS REAL ESTATE TRUST
• LIGHTSTONE VALUE PLUS REIT
• REDWOOD MORTGAGE INVESTORS VIII
• STEBEN & COMPANY, INC.
• STRATEGIC STORAGE TRUST INC.
• UNITED DEVELOPMENT FUNDING
• WELLS LIMITED PARTNERSHIP
• WELLS REIT
• WP CAREY

Investment Advisory Platforms

• ADP
• ADVISOR PORT
• ASSETMARK
• BEAR STERNS
• BESSEMER
• BETA
• BRINKER
• BROADCORT
• CHARLES SCHWAB
• CLARK CAPITAL MANAGEMENT
• CROWELL, WEEDON & CO.
• DST
• DUNHAM
• ENVESTNET
• FIDELITY
• FIRST CLEARING
• FUND QUEST
• GENWORTH
• INSTITUTIONAL WEALTH SERVICES (FIDELITY: IWS)
• LOCKWOOD
• LORING WARD
• MANAGED ACCOUNT SOLUTIONS (ENVESTNET: MAS)
• MATRIX
• MERGENT
• MESIROW FINANCIAL
• NATIONAL FINANCIAL SERVICES, LLC
• NORTHWESTERN MUTUAL
• PERSHING, LLC
• ROYAL BLUE
• SCOTIA
• SEI
• SOUTH WEST SECURITIES
• STATE STREET
• TD AMERITRADE
• UNIFIED MANAGED PLATFORM (ENVESTNET: UMP)
• UNION BANK OF CALIFORNIA