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Family Info

Family Phone Website
1290 Funds 888-310-0416 www.1290Funds.com
13D Management LLC 877-413-3228 www.13DActivistFund.com
1919 Funds 844-828-1919 Unavailable
360 Funds 877-244-6235 www.stringeram.com
361 Funds 888-736-1227 www.361funds.com
7Twelve 877-525-0712 www.7twelveadvisors.com
AAAMCO 800-247-9780 www.amffunds.com
AAM 888-966-9661 www.aammutualfunds.com
AAMA 800-701-9502 www.amffunds.com
Aasgard 877-476-1909 www.fortpittcapital.com
Abbey Capital 844-261-6484 www.abbeycapital.com
Aberdeen 866-667-9231 www.aberdeen-asset.us
Aberdeen 866-667-9231 www.aberdeen-asset.us/AIF
ABR 855-422-4518 www.foreside.com
Absolute Capital 877-594-1249 Unavailable
Absolute Strategies 888-992-2765 www.absoluteadvisers.com
AC ONE 888-964-0788 www.AC-ONE-AMC.com
Acadian Funds 866-226-6161 www.acadian-asset.com
ACM 844-798-3833 Unavailable
ACR Alpine Capital Research 855-955-9552 Unavailable
ACSI Funds 800-617-0004 Unavailable
Acuitas Investments 844-805-5628 www.foreside.com
Adalta 800-943-6786 www.beckmack.com
Adam Asset Funds 800-704-6072 www.funddocuments.com
Adams Harkness Funds 800-441-7031 www.ahlisanti.com
Adirondack Funds 888-686-2729 www.adirondackfunds.com
Advantus 855-824-1355 www.advantusfunds.com
AdvisorOne Funds 866-811-0225 www.advisoronefunds.com
Advisors Inner Circle Fund III 866-777-7818 Unavailable
Advisors Preferred 855-647-8268 www.advisorspreferred.com
Advisors Preferred 855-650-7453 www.advisorspreferred.com
Advisors Preferred 855-747-9555 www.advisorspreferred.com
Advisors Preferred 866-862-9686 www.advisorspreferred.com
AdvisorShares 877-843-3831 www.advisorshares.com
Advisory Research 888-665-1414 http://www.lsthetafund.com/
Advisory Research 888-665-1414 www.advisoryresearch.com
Advisory Research 888-665-1414 www.famcomlpfunds.com
Aegis 800-528-3780 www.aegisfunds.com
Affinity 866-345-0588 Unavailable
AIG 800-858-8850 www.safunds.com
Akre 877-862-9556 www.akrefund.com
Al Frank 888-263-6443 www.alfrank.com
Alambic 888-890-8988 Unavailable
Alger 800-992-3362 www.alger.com
Alger 800-992-3863 www.alger.com
Alger 800-992-3863 www.alger.com/pt/
All Terrain Funds 844-441-4440 Unavailable
AllianceBernstein 212-486-5800 www.AllianceBernstein.com
AllianceBernstein 212-486-5800 www.bernstein.com
AllianceBernstein 800-227-4618 www.abglobal.com
AllianceBernstein 800-227-4618 www.AllianceBernstein.com
AllianceBernstein 800-227-4618 www.bernstein.com
Allianz Funds 800-498-5413 us.allianzgi.com
Allianz Funds 800-498-5413 www.allianzgi-us.com
Allianz Funds 800-988-8380 us.allianzgi.com
Allianz Funds 800-988-8380 www.allianzgi-us.com
Allied Asset 877-417-6161 www.investaaa.com
Alpha Architect 215-882-9983 www.valueshares.com
AlphaCentric Funds 844-223-8637 www.AlphaCentricFunds.com.
AlphaClone 800-617-0004 Unavailable
AlphaCore 855-447-2532 https://alphacorefunds.com/
AlphaMark 800-617-0004 Unavailable
AlphaMark 866-420-3350 www.alphamarkfunds.com
AlphaOne Investment Services, LLC 855-425-7426 www.alphaonecapital.com
Alpine 888-785-5578 www.alpinefunds.com
ALPS 844-234-5852 www.alpsfunds.com
ALPS 844-375-8383 www.alpsfunds.com
ALPS 855-215-1425 www.alpsfunds.com
ALPS 866-432-2926 www.alpsfunds.com
ALPS 866-513-5856 www.alpsfunds.com
ALPS 866-675-2639 www.alpsfunds.com
ALPS 866-759-5679 Unavailable
ALPS 866-759-5679 www.alpsfunds.com
ALPS 877-398-8461 www.alpsfunds.com
ALPS ETF 866-675-2639 www.alpsfunds.com
Altair 844-261-6482 www.rbbfund.com
Altegris 877-772-5838 Unavailable
Altegris 877-772-5838 www.altegris.co
Altegris 877-772-5838 www.altegrismutualfunds.com
Amana 888-732-6262 www.amanafunds.com
AmericaFirst Funds 877-217-8363 www.afcm-quant.com
American Beacon 800-658-5811 www.americanbeaconfunds.com
American Beacon 800-658-5811 www.bridgeway.com
American Century Investments 800-345-2021 www.americancentury.com
American Century Investments 800-345-3533 www.americancentury.com
American Century Investments 800-345-6488 www.americancentury.com
American Funds 800-421-4225 Unavailable
American Funds 800-421-4225 americanfunds.com
American Funds 800-421-4225 www.americanfunds.com
American Funds 866-421-2166 www.americanfunds.com
American Growth 800-525-2406 www.americangrowthfund.com
American Independence 866-410-2006 www.americanindependence.com
American Money Management 888-999-1395 www.amminvest.com.
American Trust 800-385-7003 www.amertrust.com
AMF 800-247-9780 www.amffunds.com
AMG Funds 800-835-3879 www.amgfunds.com
AMG Funds 800-835-3879 www.astonfunds.com
AMG Funds 800-992-8151 www.astonfunds.com
AMIDEX 888-876-3566 www.amidex.com
Amplifyetfs 855-267-3837 Unavailable
Anchor 844-594-1226 www.anchorcapitalfunds.com
Ancora 866-626-2672 www.ancorafunds.com
Anfield 866-866-4848 www.AnfieldFunds.com
Angel Oak 855-751-4324 www.angeloakcapital.com
Apex Capital Management 888-575-4800 www.apexcm.com
Appleseed Fund 800-470-1029 www.appleseedfund.com
AQR Funds 866-290-2688 www.aqrfunds.com
Aquila 800-437-1000 www.aquilafunds.com
Arabesque Asset Management 844-567-2134 www.mtlucas.com
Arbitrage Fund 800-295-4485 www.thearbfund.com
Archer 800-494-2755 www.thearcherfunds.com
Ariel Investments, LLC 800-292-7435 www.arielinvestments.com
Aristotle 888-661-6691 www.aristotlefunds.com
ARK ETF Trust 855-406-1506 www.ark-funds.com
Arrow Funds 877-277-6933 www.arrowfunds.com
ArrowShares 877-277-6933 www.arrowfunds.com
ArrowShares 877-277-6933 www.ArrowShares.com
Artisan 800-344-1770 www.artisanfunds.com
Artisan 866-773-7233 www.artisanfunds.com
Ascendant 855-527-2363 www.ascendantfunds.com
Ashmore 866-876-8294 www.ashmoregroup.com
Aspen Partners 855-845-9444 www.aspenfuturesfund.com
Aspiration Funds 800-683-8529 www.aspiration.com.
Aspiriant 877-997-9971 www.aspiriantfunds.com
Astor 877-738-0333 www.astorimfunds.com
AT Funds 855-328-3863 www.hamlinfunds.com
ATAC Fund 855-282-2386 www.atacfund.com
Athena Fund 888-868-9501 Unavailable
Auer 888-711-2837 www.auergrowthfund.com
Auxier Funds 877-328-9437 www.auxierasset.com
Ave Maria Mutual Funds 888-726-9331 www.avemariafunds.com
Avenue Capital Group 877-525-7330 www.AVENUECAPITAL.com
Avondale Funds 800-564-3899 www.avondalecore.com
AXA Equitable 877-222-2144 www.axa-equitablefunds.com
Azzad Fund 888-350-3369 www.azzadfund.com
Baillie Gifford Funds 202-551-8090 Unavailable
Baillie Gifford Funds 844-394-6127 Unavailable
Baillie Gifford Funds 844-741-5143 Unavailable
Baird 866-442-2473 www.bairdfunds.com
Balter 844-322-8112 Unavailable
Balter 844-322-8112 www.ascentiafunds.com
Balter 844-322-8112 www.balterliquidalts.com
Barclays 188-822-7227 www.barcap.com
Barclays 212-526-7000 www.barcap.com
Barclays 877-764-7284 www.barcap.com
Barclays Funds NULL www.barcap.com
Barclays Funds 212-528-7990 Unavailable
Barclays Funds 718-395-7877 www.barcap.com
Barclays Funds 877-764-7284 www.barcap.com
Barings Funds 855-439-5459 www.babsoncapital.com
Baron Capital Group 800-992-2766 www.baronfunds.com
Barrett 877-363-6333 www.barrettasset.com
Barrett 877-363-6333 www.barrettgrowthfund.com
Barrow Funds 877-767-6633 Unavailable
Baywood 855-409-2297 www.foreside.com
BBH 800-575-1265 www.bbhfunds.com
Beacon Investment Advisory 855-254-6467 http://www.beacontrust.com/
Beck, Mack & Oliver 800-943-6786 www.beckmack.com
Becker 800-551-3998 www.beckervaluefunds.com
Beech Hill 877-760-0005 www.bh-adv.com
BeeHive 866-684-4915 www.thebeehivefund.com
Berkshire 877-526-0707 www.berkshirefunds.com
Bernzott Capital Advisors 877-998-9880 www.Bcafunds.com
BFS 855-575-2430 Unavailable
Bio Shares 888-383-0553 www.BioShares.com
Biondo Investment Advisor 800-672-9152 www.thebiondogroup.com
Bishop Street 800-262-9565 www.bishopstreetfunds.com
BlackRock 800-221-7210 www.blackrock.com
BlackRock 800-221-7210 www.blackrock.com/moneymarketreports
BlackRock 800-441-7450 www.blackrock.com
BlackRock 800-441-7762 www.blackrock.com
BlackRock 800-537-4942 www.blackrock.com
BlackRock 800-626-1960 www.blackrock.com
BlackRock 800-626-1960 www.fundsforinstitutions.com
BlackRock 800-626-1960 www.ml.com
BlackRock 800-626-1960 www.mlim.ml.com
BlackRock 800-882-0052 www.blackrock.com
BlackRock 888-204-3956 www.blackrock.com
Blackstone 855-890-7725 www.blackstone.com/blackstone-alternative-multi-manager-fund
Blue Chip Investor Fund 877-673-3119 www.bluechipinvestorfund.com
Blue Current Funds 800-514-3583 www.bluecurrentfunds.com
BlueStar Global Investors 844-383-6477 www.ise.com/
BMO Funds 800-236-3863 www.bmofunds.com
BMT 866-268-4701 Unavailable
BNY Mellon Funds 800-373-9387 www.bnymellon.com
BNY Mellon Funds 800-373-9387 www.dreyfus.com
BNY Mellon Funds 800-919-3921 www.bnymellon.com
Bogle 877-264-5346 www.S1Fund.com.
Boston Common 877-777-6944 www.bostoncommonfunds.com
Boston Partners 888-261-4073 www.robecoinvest.com
Boston Trust & Walden Funds 800-282-8782 www.btim.com
Boyar Value Fund 800-266-5566 www.boyarvalue.com
Boyd Watterson 877-345-9597 Unavailable
bp capital 855-402-7227 www.bpcfunds.com
Bramshill Investments 877-272-6718 Unavailable
Brandes 800-331-2979 www.brandesinstitutionalfunds.com
Bretton Fund 800-231-2901 www.brettonfund.com
Bridge Builder 855-823-3611 Unavailable
Bridges 866-934-4700 www.bridgesinv.com
Bridgeway 800-661-3550 www.bridgeway.com
Bright Rock 866-273-7223 www.brightrockfunds.com
Broadview Funds 855-846-1463 Unavailable
Brookfield Investment Funds 855-244-4859 www.brookfieldim.com
Brookfield Investment Funds 877-771-3836 www.brookfieldim.com
Brown Advisory Funds 800-540-6807 www.brownadvisory.com
Brown Advisory Funds 800-540-6807 www.brownadvisoryfunds.com
Brown Capital Management 877-892-4226 www.browncapital.com
Bruce 800-872-7823 www.thebrucefund.com
BTS 877-287-9820 www.btsfunds.com
Buffalo 800-492-8332 www.buffalofunds.com
Bullfinch 888-285-5346 www.bullfinchfund.com
Calamos 800-582-6959 www.calamos.com
Caldwell & Orkin 800-237-7073 www.caldwellorkin.com
Calvert Investments 800-368-2745 www.calvert.com
Cambiar Funds 866-777-8227 www.cambiar.com
CAMBRIA ETF TRUST 855-383-4636 www.cambriafunds.com
Camelot Funds 855-226-3863 www.CamelotFunds.com
Campbell & Company 844-261-6488 www.campbell.com
Cane Capital Management 855-382-6455 Unavailable
Canterbury Investment Management 844-838-2121 Unavailable
Capital Advisors 866-205-0523 http://www.capadvfunds.com/
Capital Group 800-421-4989 Unavailable
Capital Guardian Trust Company 800-421-4225 Unavailable
Capital Guardian Trust Company 866-421-2166 www.capitalpcsfunds.com
Capital Management 888-626-3863 Unavailable
Cardinal Capital 844-226-7342 www.cardcap.com/mutualfunds
Castle Investment Management 877-743-7820 www.castleim.com/
Castlemaine 888-594-0006 Unavailable
Catalyst Mutual Funds 844-800-5092 http://www.eventidefunds.com
Catalyst Mutual Funds 866-447-4228 www.CatalystMutualFunds.com
Causeway 866-947-7000 www.causewayfunds.com
Cavalier 800-773-3863 www.ncfunds.com
Cavalier 888-721-4588 www.ncfunds.com
Cavanal Hill funds 800-762-7085 www.cavanalhillfunds.com
CBOE Vest 855-505-8378 www.theworldfundstrust.com
CCA Funds 800-595-4866 www.ccafunds.com
Cedar Ridge 855-550-5090 Unavailable
Centerstone Investors 877-314-9006 Unavailable
Centre Funds 855-298-4236 www.centrefunds.com
CG funds 855-460-2838 www.capitalguardianfunds.com
CGM 800-345-4048 www.cgmfunds.com
Chaconia Funds 800-368-3322 www.ttutc.com
Chadwick & DAmato 877-610-1671 www.chadwick-damato.com/
Champlain Funds 866-773-3238 www.frostbank.com
Changing Parameters, LLC 866-618-3456 www.geminifund.com
Chartwell Investment Partners 888-995-5505 Unavailable
Chase 888-861-7556 www.chasegrowthfunds.com
Chesapeake 800-430-3863 www.chesapeakefunds.com
Chilton Funds 877-446-3847 Unavailable
Chiron Investment Management 877-924-4766 Unavailable
Chou America 877-682-6352 www.chouamerica.com
Christopher Weil & Company, Inc. 888-550-9266 www.cweil.com/
Cincinnati Asset Management Funds 866-738-1128 www.cambondfunds.com
Citigroup 877-858-5407 www.citi.com
Citigroup 877-858-5407 www.leggmason.tw/zh/index.aspx
City National Rochdale 888-889-0799 www.cnicharterfunds.com
Clark Fork Trust 866-738-3629 www.tarkiofund.com
Clarkston Funds 844-680-6562 www.clarkstonfunds.com
ClearShares LLC 800-617-0004 Unavailable
Clifford Capital 800-628-4077 www.theworldfundstrust.com
Clipper Fund 800-432-2504 www.clipperfund.com
Clough 855-425-6844 Unavailable
CM Advisors 888-859-5856 www.cmadvisorsfunds.com
CMG 866-264-9456 Unavailable
CMG 866-264-9456 www.cmgarsfunds.net
Cognios 855-254-6467 www.clarkstonfunds.com
Cognios Capital 888-553-4233 Unavailable
Cohen & Steers 800-437-9912 Unavailable
Cohen & Steers 800-437-9912 www.cohenandsteers.com
Coho 866-264-6234 www.cohofunds.com
Collins 855-552-5863 www.collinsalternativefunds.com
Columbia 800-345-6611 www.columbiamanagement.com
Columbia 800-345-6611 www.columbiathreadneedleus.com
Columbia 888-800-4347 Unavailable
Columbia 888-800-4347 www.egshares.com
Commerce 800-995-6365 www.commercefunds.com
Commonwealth Intl Series Tr 888-345-1898 www.commonwealthfunds.com
Community Capital Management 877-272-1977 www.ccmfixedincome.com
Community Development Fund 844-445-4405 www.communitydevelopmentfund.com
Concorde 800-294-1699 Unavailable
Conductor 844-467-2459 www.conductorfund.com
Conestoga Capital Advisors 800-494-2755 www.conestogacapital.com
Congress 800-303-1928 www.bpcfunds.com
Congress 888-688-1299 www.bpcfunds.com
Congress 888-688-1299 www.congressasset.com/funds.
Context Asset Management 844-511-9653 www.contextcapitalfunds.com
Convergence 877-677-9414 dearbornfunds.com
Convergence 877-677-9414 www.convergencefunds.com
Cook & Bynum Capital Management, LLC 877-839-2629 www.cookandbynum.com
Copeland Capital Management, LLC 888-926-7352 www.copelandcapital.com
Copley 877-881-2751 Unavailable
CornerCap 888-813-8637 www.cornercap.com
Cornerstone 888-762-1442 http://www.aicfundholdings.com/cornerstone
Cortina Funds Inc 855-612-3936 www.cortinafunds.com
Counterpoint Mutual Funds 844-273-8637 www.counterpointmutualfunds.com
Cove Street Capital 866-497-0097 www.covestreetfunds.com
Covered Bridge 855-525-2151 www.avatarinvmgmt.com
Cozad 855-528-0707 www.cozadassetmanagement.com
Crawford 800-431-1716 www.crawfordinvestment.com
Credit Suisse (New York, NY) 877-870-2874 www.credit-suisse.com/us
Credit Suisse AG 800-320-1225 www.credit-suisse.com
Credit Suisse AG 877-387-2275 www.credit-suisse.com
Credit Suisse AG 877-583-5624 www.credit-suisse.com
Credit Suisse AG 877-583-5624 www.leggmason.tw/zh/index.aspx
CRM 800-276-2883 www.crmfunds.com
Croft 800-746-3322 www.croftfunds.com
Crow Point 855-754-7940 www.cppfunds.com
CSOP Asset Management 844-209-2937 Unavailable
Cullen Funds Trust 877-485-8586 www.cullenfunds.com
Cumberland Advisors 212-593-4383 Unavailable
Cutler 888-288-5374 www.cutler.com
CVR 855-328-7691 Unavailable
CWM Advisors, LLC 877-658-9473 www.anchorcapitalfunds.com
Dana Investment 855-280-9648 Unavailable
Davenport 800-281-3217 www.investdavenport.com/davenport-asset-management
Davidson Mutual Funds 877-332-0529 www.davidsonmutualfunds.com
Davis ETFs 800-279-0279 Unavailable
Davis Funds 800-279-0279 www.davisfunds.com
Day Hagan 877-329-4246 www.dayhagan.com
DDJ 844-363-4898 www.clarkstonfunds.com
Dean Fund 888-899-8343 www.deanmutualfunds.com
Dearborn Partners LLC 888-983-3380 dearbornfunds.com
Deer Park 888-868-9501 Unavailable
Delaware Funds by Macquarie 800-523-1918 www.delawarefunds.com
Delaware Funds by Macquarie 800-523-1918 www.delawareinvestments.com
Delaware Funds by Macquarie 800-914-0278 www.optimummutualfunds.com
Della Parola 877-244-6235 http://www.dellaparola.com/
DeltaShares 888-316-8077 Unavailable
Destinations Funds 877-771-7979 Unavailable
Destra 877-287-9646 www.destracapital.com
Destra 877-287-9646 www.destrainvestments.com
Deutsche Asset Management 800-728-3337 www.deutschefunds.com
Deutsche Asset Management 800-728-3337 www.dws-investments.com
Deutsche Asset Management 800-728-3337 www.fundsus.deutscheam.com/EN/
Deutsche Asset Management 800-730-1313 www.dws-investments.com
Deutsche Asset Management 800-730-1313 www.dws-scudder.com
Deutsche Asset Management 855-329-3837 www.deutsche-etfs.com
Deutsche Bank AG NULL http://www.deutsche-bank.com/ir
Deutsche Bank AG 212-250-6689 www.db.com/india
Deutsche Bank AG 800-983-0903 http://www.deutsche-bank.com/ir
Deutsche Bank AG 800-983-0903 www.db.com/india
Deutsche Bank AG 877-369-4617 www.db.com/india
DF Dent Funds 866-233-3368 www.dfdent.com
DGHM 800-653-2839 www.theworldfundstrust.com
DGI 855-344-3863 www.DGIFund.com
Diamond Hill Funds 800-346-4601 www.diamond-hill.com
Diamond Hill Funds 800-617-0004 Unavailable
Diamond Hill Funds 888-226-5595 www.diamond-hill.com
Dimensional Fund Advisors 512-306-7400 www.dimensional.com
Dimensional Fund Advisors 800-366-7266 www.dimensional.com
Dimensional Fund Advisors 855-576-1167 www.dimensional.com
Dimensional Fund Advisors 888-576-1167 www.dimensional.com
Direxion Funds 800-851-0511 www.direxionfunds.com
Direxion Funds 866-476-7523 http://www.direxioninvestments.com/
Dodge & Cox 800-621-3979 www.dodgeandcox.com
Domini 800-498-1351 www.domini.com
Domini 800-582-6757 www.domini.com
DoubleLine 213-633-8200 www.doublelinefunds.com
DoubleLine 877-354-6311 www.doublelinefunds.com
Dreyfus 800-332-5915 www.dreyfus.com
Dreyfus 800-346-3621 www.dreyfus.com
Dreyfus 800-373-9387 www.bnymellon.com
Dreyfus 800-373-9387 www.dreyfus.com
Dreyfus 800-784-3354 www.dreyfus.com
Driehaus 800-560-6111 www.driehaus.com
Driehaus 877-779-0079 www.driehaus.com
DUNDAS 844-536-7414 www.foreside.com
Dunham Funds 888-338-6426 www.dunham.com
DuPont 888-447-0014 www.dupont.com
Dupree 800-866-0614 www.dupree-funds.com
E-Valuator funds 888-507-2798 www.theworldfundstrust.com
Eagle Funds 800-421-4184 www.eagleasset.com
Eagle Funds 888-868-9501 www.eaglemlpfund.com
EAS 877-327-0757 www.cppfunds.com
Eaton Vance 180-026-2211 www.eatonvance.com
Eaton Vance 800-260-0761 www.eatonvance.com
Eaton Vance 800-262-1122 www.eatonvance.com
Edgar Lomax 866-205-0524 www.edgarlomax.com
Edgewood 800-791-4226 www.edgewoodfunds.com
Edward Jones 800-441-2357 www.edwardjones.com/moneymarket
EIP Funds 844-766-8694 Unavailable
ELEMENTS NULL www.sek.se
ELEMENTS 877-386-2384 www.db.com/india
Elessar Investment Management 855-828-9909 Unavailable
Elkhorn 844-355-3837 www.elkhorn.com
Emerald 855-828-9909 www.emeraldmutualfunds.com
Empiric Funds 888-839-7424 www.empiricfunds.com
Ensemble Fund 800-785-8165 http://www.triadmutualfunds.com/
EntrepreneurShares LLC 877-271-8811 www.ershares.com
Epiphany Funds 800-320-2185 www.epiphanyfunds.com
Equinox Funds Trust 888-643-3431 www.EquinoxFundManagement.com
Equity Investment Corp 855-430-6487 www.eicatlanta.com/
EquityCompass 888-201-5799 www.equitycompass.com
Essex Investment Management Company, LLC 800-700-9929 www.martinfocusedvaluefund.com
Estabrook 888-447-7443 www.estabrookcap.com
ETF Managers Trust 844-383-6477 www.ise.com/
ETF Securities 212-918-4954 http://www.etfsecurities.com/
ETF Securities 212-918-4954 www.etfsecurities.com
ETF Securities 844-383-7289 www.etfsecurities.com
ETF Series Solutions 800-617-0004 Unavailable
ETFS Swiss Gold Trust 212-918-4954 www.etfsecurities.com
ETHO Capital 844-383-6477 www.ise.com/
Euro Pacific Asset Management 888-558-5851 www.europacificfunds.com
Eventide Funds 877-771-3836 http://www.eventidefunds.com
Eventide Funds 877-771-3836 www.eventidefunds.com
Evermore 866-383-7667 www.evermoreglobal.com
Exchange Traded Concepts Trust 844-485-5383 www.exchangetradedconcepts.com
Exchange Traded Concepts Trust 855-456-7626 www.exchangetradedconcepts.com
Exchange Traded Concepts Trust 855-544-6225 Unavailable
Exchange Traded Concepts Trust 855-888-9892 www.exchangetradedconcepts.com
Exchange Traded Concepts, LLC 855-545-3524 www.exchangetradedconcepts.com
Fairholme 866-202-2263 www.fairholmefunds.com
FAM 800-932-3271 www.famfunds.com
FCI Funds 877-627-8504 www.fciadvisors.com
FDP Series Funds 800-441-7762 www.blackrock.com
Federated 800-341-7400 Unavailable
Federated 800-341-7400 FederatedInvestors.com
Federated 800-341-7400 www.federatedinvestors.com
Federated 800-341-7400 www.touchstoneinvestments.com
Fidelity Investments 401-292-6402 www.advisor.fidelity.com
Fidelity Investments 800-343-3548 Unavailable
Fidelity Investments 800-343-3548 www.fidelity.com
Fidelity Investments 800-535-5092 advisor.fidelity.com
Fidelity Investments 800-544-3455 advisor.fidelity.com
Fidelity Investments 800-544-3455 www.fidelity.com
Fidelity Investments 800-544-6666 advisor.fidelity.com
Fidelity Investments 800-544-8544 advisor.fidelity.com
Fidelity Investments 800-544-8544 www.advisor.fidelity.com
Fidelity Investments 800-544-8544 www.fidelity.com
Fidelity Investments 800-835-5092 advisor.fidelity.com
Fidelity Investments 800-835-5092 www.advisor.fidelity.com
Fidelity Investments 800-835-5092 www.fidelity.com
Fidelity Investments 800-835-5095 www.fidelity.com
Fidelity Investments 877-208-0098 advisor.fidelity.com
Fidelity Investments 877-208-0098 www.advisor.fidelity.com
Fidelity Investments 877-208-0098 www.fidelity.com
Fidelity Investments 877-297-2952 www.fidelity.com
Fiera Capital 844-463-4372 www.samsonfunds.com
Fiera Capital 844-755-3863 www.RLLFunds.com
Fiera Capital 855-771-7119 Unavailable
First American 800-677-3863 www.firstamericanfunds.com
First Eagle 800-334-2143 www.firsteaglefunds.com
First Investors 800-423-4026 www.firstinvestors.com
First Investors 800-423-4026 www.forestersfinancial.com
First Security Fund 800-813-1421 Unavailable
First State 888-898-5040 Unavailable
First Trust 800-621-1675 Unavailable
First Trust 800-621-1675 http://www.ftportfolios.com/
First Trust 800-621-1675 www.ftportfolios.com
First Western Capital Mgt 800-292-6775 www.fwcapmgmt.com/
Firsthand Funds 888-884-2675 www.firsthandfunds.com
Fisher Investments 800-550-1071 www.martinfocusedvaluefund.com
Flexshares Trust 855-353-9383 www.flexshares.com
Flippin, Bruce & Porter Funds 866-738-1127 www.fbpfunds.com
FMC Funds 877-362-4099 www.firstmanhattan.com
FMI Funds 800-811-5311 www.fmifunds.com
Footprints 855-445-9339 www.footprintsfund.com
Forester 800-388-0365 www.forestervalue.com
FormulaFolioFunds 888-562-8880 www.anchorcapitalfunds.com
FormulaFolios 855-907-3233 www.ascentiafunds.com
Fort Pitt Capital Funds 866-688-8775 www.fortpittcapital.com
Foundry 800-247-1014 www.Arrowhead-funds.com
FPA 800-982-4372 www.fpafunds.com
Frank Funds 800-659-8044 www.frankfunds.com
Frank Funds 866-706-9790 www.frankfunds.com
Franklin Templeton Investments 202-551-8090 etf.franklintempleton.com
Franklin Templeton Investments 800-321-8563 www.franklintempleton.com
Franklin Templeton Investments 800-342-5236 Unavailable
Franklin Templeton Investments 800-342-5236 etf.franklintempleton.com
Franklin Templeton Investments 800-342-5236 franklintempleton.com
Franklin Templeton Investments 800-342-5236 www.franklintempleton.com
Freedom Funds 800-572-0069 www.gratiofunds.com
Friess Associates 855-656-3017 Unavailable
Frontier Funds 888-825-2100 www.frontiercapital.com
Frontier Funds 888-825-2100 www.frontiermutualfunds.com
Frost Funds 877-713-7678 www.frostbank.com
FS Investments 877-372-9880 www.fsinvestments.com
Fulcrum 855-538-5278 Unavailable
Fuller & Thaler 888-912-4562 Unavailable
Fund X 866-455-3863 www.upgraderfunds.com
FX Strategy Fund 855-397-8728 www.fxstrategyfund.com
Gabelli 800-422-3554 www.gabelli.com
Gator 855-270-2678 Unavailable
GaveKal 844-428-3525 Unavailable
GaveKal 888-998-9890 www.gavekalfunds.com
GE Asset Management 800-242-0134 www.geam.com
GE Asset Management 800-242-0134 www.gefunds.com
Geneva Advisors 877-343-6382 www.genevaadvisors.com
Gerstein Fisher 800-473-1155 www.gersteinfisherfunds.com
Giralda Fund 855-447-2532 www.thegiraldafund.com
Glenmede 800-442-8299 www.glenmede.com
Global X Funds 888-493-8631 www.globalxfunds.com
GMO 617-346-7646 www.gmo.com
GMO 877-466-7778 www.gmo.com
Goehring & Rozencwajg 844-464-6467 Unavailable
Goldman Sachs 800-526-7384 www.goldmansachsfunds.com
Goldman Sachs 800-621-2550 Unavailable
Goldman Sachs 800-621-2550 www.goldmansachsfunds.com
Goldman Sachs 866-734-0425 www2.goldmansachs.com
Golub 866-954-6682 Unavailable
Good Harbor 855-535-2631 Unavailable
Good Harbor 877-270-2848 www.ghf-funds.com
GoodHaven 855-654-6639 Unavailable
Gotham 877-974-6852 www.gothamfunds.com
Gotham 877-974-6852 www.mtlucas.com
GQG Partners 866-362-8333 Unavailable
Grandeur Peak Funds 855-377-7325 Unavailable
Granite Harbor 855-282-1100 www.graniteharborfunds.com
Granite Investment Advisors, Inc. 888-442-9893 www.granitevaluefund.com
Graniteshares 800-732-0330 http://www.graniteshares.com/
Graniteshares 844-476-8747 Unavailable
Grant Park 855-501-4758 www.grantparkstrategy.com
Grant Park 866-501-4758 www.grantparkstrategy.com
Grayscale 212-668-3911 Unavailable
Great Lakes Funds 855-278-2020 www.glafunds.com
Great-West Funds 866-831-7129 www.greatwestfunds.com
Great-West Funds 877-925-0501 www.greatwestfunds.com
Green Century 800-934-7336 www.greencentury.com
Green Owl 888-695-3729 www.greenowlfund.com
Green Square Asset Management 877-914-7343 Unavailable
Greenspring 800-366-3863 www.greenspringfund.com
Guggenheim Investments 800-820-0888 www.currencyshares.com
Guggenheim Investments 800-820-0888 www.guggenheimfunds.com
Guggenheim Investments 800-820-0888 www.guggenheiminvestments.com
Guggenheim Investments 800-820-0888 www.rydex-sgi-fp.com
Guggenheim Investments 800-820-0888 www.rydex-sgi.com
Guggenheim Investments 800-820-0888 www.rydex-sgi.com/
Guggenheim Investments 800-820-0888 www.transparentvalue.com
GuideMark 888-278-5809 www.GenworthWealth.com
GuidePath 888-278-5809 www.GenworthWealth.com
GuideStone Funds 888-473-8637 www.guidestonefunds.org
Guinness Atkinson 800-915-6566 www.gafunds.com
Gurtin 844-342-5763 www.gurtin.com
Hamlin Capital Management, LLC 855-443-3863 www.hamlinfunds.com
Hancock Horizon 888-422-2654 www.hancockhorizonfunds.com
Hanlon 844-828-3212 Unavailable
Harbor 800-422-1050 www.harborfunds.com
Harding Loevner 877-435-8105 www.hardingloevnerfunds.com
Hartford Funds 415-315-6600 http://www.latticestrategies.com/
Hartford Funds 415-315-6600 https://www.hartfordfunds.com/home.html
Hartford Mutual Funds 888-843-7824 www.hartfordfunds.com
Hartford Mutual Funds 888-843-7824 www.hartfordinvestor.com
Hartford Mutual Funds 888-843-7824 www.hartfordmutualfunds.com
Harvest Funds 855-573-6994 www.harvestfunds-usa.com
Hatteras Funds 877-569-2382 www.hatterasmutualfunds.com
Haverford 866-301-7212 www.haverfordfunds.com
Heartland 800-432-7856 www.heartlandfunds.com
Heartland 800-432-7856 www.heartlandfunds.com/
Hedeker Wealth 800-657-4450 Unavailable
HedgeRow 877-244-6235 www.stringeram.com
Hennessy 800-966-4354 www.hennessyfunds.com
Henssler Funds 800-936-3863 www.henssler.com
Highland Funds 855-799-4757 www.highlandfunds.com
Highland Funds 877-665-1287 Unavailable
Highland Funds 877-665-1287 www.highlandfunds.com
Highmore 844-467-3863 Unavailable
Hillman Capital Management 800-773-3863 www.hillmancapital.com
Hodges 866-811-0224 www.hodgesfund.com
Holbrook Holdings 877-345-8646 Unavailable
Holland Series Trust 800-304-6552 www.thehollandfund.com
Homestead 800-258-3030 www.homesteadfunds.com
Horizon Investments 855-754-7932 www.horizonmutualfunds.com
Horizons ETFs 855-496-3837 Unavailable
Hotchkis & Wiley 866-493-8637 www.hwcm.com
Howard Capital Management 855-969-8464 Unavailable
HSBC 800-782-8183 www.investorfunds.us.hsbc.com
Huber Funds 888-482-3726 www.hubercap.com
Hundredfold 855-582-8006 www.HundredfoldSelect.com
Hussman Funds 800-487-7626 www.hussmanfunds.com
HVIA Equity Fund 888-209-8710 Unavailable
ICM Series Trust 866-234-5426 www.icomd.com
ICON Funds 800-764-0442 www.iconfunds.com
IMS 877-244-6235 www.imsfunds.com
Independent Franchise Partners 855-233-0437 www.franchisepartners.com/funds
Index Funds 844-464-6339 www.Index.World
IndexIQ 877-474-6339 www.indexiq.com
IndexIQ 888-474-7725 www.indexiq.com
Infinity Q 844-473-8631 www.infinityqfunds.com
InfraCap 212-593-4383 Unavailable
InfraCap 888-383-0553 Unavailable
Innealta Capital 855-873-3837 www.innealtafunds.com
Innovator Funds 877-386-3890 www.innovatorfunds.com
Insight Investment 866-678-6242 www.cutwater.com/bond-funds.aspx
Insignia Macro 855-674-4642 www.clarkstonfunds.com
Inspire 877-658-9473 www.anchorcapitalfunds.com
Integrity 800-276-1262 www.integrityvikingfunds.com
Intrepid Funds 866-996-3863 www.intrepidcapitalfunds.com
Invesco 800-421-5666 www.invesco.com
Invesco 800-659-1005 www.invesco.com/us
Invesco 800-659-1005 www.invescoaim.com
Invesco 800-959-4246 www.invesco.com
Invesco 800-959-4246 www.invesco.com/us
Invesco 800-959-4246 www.morganstanley.com
Investment House LLC 888-456-9518 tihllc.com
Investment Managers Series Trust 844-854-7843 http://www.lsthetafund.com/
IP Unsure (Only US OE Use) 844-655-9371 www.anchorcapitalfunds.com
Iron Funds 877-322-0575 www.ironfunds.com
IronBridge Funds, Inc. 877-861-7714 www.frontiermutualfunds.com
IronBridge Funds, Inc. 877-861-7714 www.ironbridgefunds.net
Ironclad Funds 888-979-4766 www.IroncladFunds.com
iSectors 888-383-0553 Unavailable
iShares 800-474-2737 Unavailable
iShares 800-474-2737 www.ishares.com
Issachar Fund 866-787-8355 Unavailable
IVA Funds 866-941-4482 www.ivafunds.com
Ivy Funds 800-777-6472 www.ivyfunds.com
Jackson National 800-392-2909 www.jackson.com
Jackson National 800-644-4565 hosted.rightprospectus.com/Jackson/CurianVariableSeriesTrust
Jackson National 800-644-4565 www.jackson.com
Jackson National 800-873-5654 www.jackson.com
Jackson National 888-464-7779 www.jackson.com
Jackson Square 844-577-3863 Unavailable
Jacob 888-522-6239 www.jacobinternet.com
JAG Capital Management, LLC 855-552-4596 www.catalystmutualfunds.com
James Advantage 800-995-2637 www.jamesfunds.com
Janus Henderson 800-525-0020 www.hendersonglobalinvestors.com
Janus Henderson 800-525-0020 www.janus.com
Janus Henderson 800-525-3713 www.janus.com
Janus Henderson 800-732-0330 www.janus.com
Janus Henderson 866-343-6337 www.hendersonglobalinvestors.com
Janus Henderson 866-343-6337 www.janus.com
Janus Henderson 877-335-2687 janusetfs.com
Janus Henderson 877-335-2687 www.hendersonglobalinvestors.com
Janus Henderson 877-335-2687 www.janus.com
Jensen 800-992-4144 www.jenseninvestment.com
JNF Portfolio 877-779-7462 www.jnf.org
JOHCM Funds 866-260-9549 www.johcm.com
John Hancock 800-225-5291 www.jhfunds.com
John Hancock 800-225-6020 www.jhfunds.com
John Hancock 800-231-5469 www.jhfunds.com
John Hancock 800-344-1029 www.jhfunds.com
John Hancock 888-972-8696 www.jhfunds.com
Johnson Mutual Funds 800-541-0170 www.johnsonmutualfunds.com
JPMorgan 800-480-4111 www.jpmorganfunds.com
JPMorgan 800-766-7722 www.jpmorganfunds.com
JPMorgan 844-457-6383 Unavailable
JPMorgan 866-535-9248 www.jpmorganchase.com
Kaizen 844-524-9366 Unavailable
KCM 877-275-5599 www.kernscapital.com
Keeley 888-933-5391 www.keeleyfunds.com
Kellner 855-535-5637 www.fortpittcapital.com
Kellner 855-535-5637 www.kellnerfunds.com
Kempner 800-665-9778 Unavailable
Kinetics 800-930-3828 www.kineticsfunds.com
Kirr Marbach Partners 800-870-8039 www.kmpartnersfunds.com
KKM 844-767-3863 www.KKMarmorfunds.com
Knights Of Columbus 844-523-8637 Unavailable
Kopernik 855-887-4544 www.kopernikglobal.com
KP Funds 855-457-3637 www.kp-funds.com
KraneShares 855-857-2638 Unavailable
KraneShares 855-857-2638 www.exchangetradedconcepts.com
Ladder Capital Corp 888-859-5867 Unavailable
Ladenburg Thalmann 877-803-6583 Unavailable
Lateef Investment Management LP 866-499-2151 www.lateef.com/lateef_fund.htm.
Laudus Funds 800-447-3332 www.csimfunds.com
Laudus Funds 877-824-5615 www.schwab.com
Lawson Kroeker Investment Management Inc 855-698-1378 www.lawsonkroeker.com/
Lazard 800-542-1061 www.lazardnet.com
Lazard 800-823-6300 www.lazardnet.com
Lazard 800-986-3455 www.lazardnet.com
LEADER 800-711-9164 www.leadercapital.com
Leavell 866-738-1125 www.leavellinvestments.com
Lee Financial Group Hawaii, Inc 808-988-8088 www.leehawaii.com
Legg Mason 877-721-1926 Unavailable
Legg Mason 877-721-1926 http://www.leggmason.com/
Legg Mason 877-721-1926 www.leggmason.com
Legg Mason 888-386-5535 www.leggmason.com/individualinvestors
Leland Funds 855-535-2631 Unavailable
Leuthold 800-273-6886 www.leutholdfunds.com
Liberty Street 800-207-7108 http://www.lsthetafund.com/
Liberty Street 800-207-7108 www.libertystreetfunds.com
Liberty Street 877-766-0066 www.libertystreetfunds.com
Linde Hansen 855-754-7933 www.lindehansen.com
Litman Gregory Masters Funds 800-960-0188 www.mastersfunds.com
LJM Funds 855-556-3863 www.ljmfunds.com
LKCM 800-423-6369 www.lkcm.com
LKCM 800-688-5526 www.lkcm.com
LM Capital 866-330-1111 www.lmcapital.com/
LMCG Funds 877-591-4667 www.lmcgfunds.com
LocalShares 855-480-6274 Unavailable
LoCorr Funds 855-523-8637 www.LoCorrFunds.com
Logan Capital 855-215-1200 www.logancapital.com/funds
Logan Circle Partners 800-252-4993 http://www.logancirclepartners.com
Long Short 877-336-6763 www.longshortadvisors.com
Longboard 855-294-7540 www.longboardmutualfunds.com
Longleaf Partners 800-445-9469 www.longleafpartners.com
Loomis Sayles Funds 800-633-3330 NGAM.natixis.com
Loomis Sayles Funds 800-633-3330 www.loomissayles.com
Lord Abbett 888-522-2388 www.lordabbett.com
LSV Fund 888-386-3578 www.lsvasset.com
Lyrical 888-884-8099 Unavailable
Lyrical 888-884-8099 www.lyricalpartners.com/
Macquarie Investment Management 800-231-8002 www.delawarefunds.com
Madison Funds 800-877-6089 www.madisonfunds.com
MAI 877-414-7884 www.divplusfund.com
Main Management 866-388-9778 www.anchorcapitalfunds.com
Main Management 885-907-3373 www.anchorcapitalfunds.com
MainGate Trust 855-657-3863 www.maingatefunds.com
MainStay 800-624-6782 www.mainstayinvestments.com
Mairs & Power 800-304-7404 www.mairsandpower.com/
Managed Futures Solutions Fund 855-256-0149 www.sfgalternatives.com
Manning & Napier 800-466-3863 www.manning-napier.com
Manor Investment Funds 800-663-4851 www.morriscapitaladvisors.com
Marathon Funds 800-788-6086 Unavailable
Market Vectors 888-658-8287 www.morganstanley.com
Marketfield Funds 800-311-6583 dearbornfunds.com
Marshfield 855-691-5288 Unavailable
Marsico Investment Fund 888-860-8686 www.marsicofunds.com
MassMutual 888-309-3539 www.massmutual.com
Master Shares 800-617-0004 Unavailable
Matrix Advisors Funds Trust 866-209-1965 Unavailable
Matrix/LMH 866-209-1965 www.matrixadvisorsvaluefund.com
Matthew 25 888-625-3863 www.matthew25fund.com
Matthews Asia Funds 800-789-2742 www.matthewsasia.com/
McKee Funds 866-625-3346 www.csmckee.com
MD Sass 855-637-3863 www.mdsassfunds.com
Measured Risk Portfolios 855-907-3407 www.anchorcapitalfunds.com
Meeder Funds 800-325-3539 www.meederfunds.com
Meehan Focus 866-884-5968 www.meehanmutualfunds.com
Meridian 800-446-6662 www.meridianfund.com
Meritage Portfolio Management 855-261-0104 Unavailable
Merk Funds 855-675-6869 www.merkgold.com
Merk Funds 866-637-5386 www.merkfund.com
MetLife 800-638-7732 www.metlife.com/variablefunds
Metropolitan West Funds 800-241-4671 www.mwamllc.com
MFG Funds 844-758-3753 Unavailable
MFS 800-225-2606 http://www.mfs.com
MFS 877-960-6077 http://www.mfs.com
MH Elite 800-318-7969 www.mhelite.com
Midas 800-400-6432 www.midasfunds.com
Miles Capital 844-838-2120 www.martinfocusedvaluefund.com
Milestone 866-811-0225 www.advisoronefunds.com
Miller Investment 877-441-4434 www.millerconvertiblefund.com
Miller Value Funds 888-593-5110 Unavailable
Miller/Howard Funds Trust 844-643-8637 http://www.mhinvest.com/
Mirae Asset Global Investments 888-335-3417 www.miraeasset.com/main/index.do
MOERUS FUNDS 844-663-7871 www.anchorcapitalfunds.com
Moncapfund 855-392-9331 www.Moncapfund.com
Mondrian 888-832-4386 www.mondrian.com/mutualfunds
Monetta 800-241-9772 www.monetta.com
Monteagle Funds 888-263-5593 www.monteaglefunds.com
Morgan Dempsey 877-642-7227 www.morgandempseyfunds.com
Morgan Stanley 800-548-7786 www.morganstanley.com
Morgan Stanley 800-548-7786 www.morganstanley.com/im
Morgan Stanley 800-869-3326 www.smithbarney.com
Morgan Stanley 888-378-1630 www.morganstanley.com/im
Motley Fool 888-863-8803 www.foolfunds.com
MP 63 877-676-3386 www.mp63fund.com
MT Lucas 844-261-6483 www.mtlucas.com
Muhlenkamp 800-860-3863 www.muhlenkamp.com
Mundoval Funds 800-595-2877 www.mundoval.com
Mutual of America 800-914-8716 www.institutionalfunds.com
Mutualhedge 888-643-3431 www.mutualhedge.com
Muzinich 855-689-4642 www.Muzinich.com
Nationwide 800-617-0004 Unavailable
Nationwide 800-848-0920 www.nationwide.com/mutualfunds
Natixis Funds 800-225-5478 NGAM.natixis.com
Natixis Funds 800-225-5478 www.funds.natixis.com
Natixis Funds 800-225-5478 www.loomissayles.com
Natixis Funds 800-458-7452 Unavailable
Navigator Funds 877-766-2264 Unavailable
Navigator Funds 877-766-2264 www.navigatorfund.com
Needham 800-625-7071 www.needhamfunds.com
Neiman Funds 877-385-2720 www.neimanfunds.com
Neuberger Berman 800-366-6264 www.nb.com
Neuberger Berman 800-877-9700 www.nb.com
Neuberger Berman 877-628-2583 www.nb.com
New Alternatives 800-423-8383 www.newalternativesfund.com
New Covenant 877-835-4531 www.newcovenantfunds.com
Newfleet Asset Management 888-383-0553 Unavailable
Newfound 855-394-9777 www.thinknewfound.com
Nicholas 800-544-6547 www.nicholasfunds.com
Nile Capital Investment Trust 877-682-3742 www.nilecapital.com
North Country Funds 888-350-2990 www.arrowfinancial.com
North Star 855-580-0900 www.nsinvest.com
NorthCoast 800-558-9105 www.northcoastam.com
Northeast Investors 800-225-6704 www.northeastinvestors.com
Northern Funds 800-595-9111 www.northernfunds.com
Northern Funds 800-637-1380 www.northernfunds.com
NorthPointe Funds 877-457-6733 www.northpointefunds.com
Northquest Capital Fund Inc 800-239-9136 www.northquestfund.com
Northwood 844-218-5182 www.foreside.com
Nottingham 800-773-3863 www.ncfunds.com/
Nuance Investments 855-682-6233 www.nuanceinvestments.com
Nuveen 800-257-8787 www.nuveen.com
Nuveen 888-290-9881 http://www.nuveen.com
NWM Momentum 188-833-1960 www.nwmfund.com
NWM Momentum 888-331-9609 www.nwmfund.com
Nysa 800-535-9169 www.nysfunds.com
Oak Associates 888-462-5386 www.oakfunds.com
Oak Ridge Funds 855-551-5521 http://www.lsthetafund.com/
Oakhurst 844-625-4778 Unavailable
Oakmark 800-625-6275 www.oakmark.com
Oaktree Funds 855-625-3863 www.oaktreefunds-us.com
Oberweis 800-245-7311 www.oberweisfunds.com
Oberweis 800-323-6166 www.oberweisfunds.com
OCM 800-628-9403 www.ocmgoldfund.com
Old Westbury 800-607-2200 Unavailable
Olstein 800-799-2113 www.olsteinfunds.com
OppenheimerFunds 800-225-5677 Unavailable
OppenheimerFunds 800-225-5677 https://www.oppenheimerfunds.com
OppenheimerFunds 800-225-5677 www.oppenheimerfunds.com
OppenheimerFunds 800-225-5677 www.revenueshares.com
OppenheimerFunds 800-225-5677 www.steelpath.com
OppenheimerFunds 888-854-8181 www.revenueshares.com
OppenheimerFunds 888-944-4367 www.oppenheimerfunds.com
Orchard Capital Management 844-672-4227 www.ascentiafunds.com
Orinda Funds 855-467-4632 www.orindafunds.com
OShares Investments 855-637-5383 oshares.com
OShares Investments 855-637-5383 www.quant-shares.com
OShaughnessy Asset Management 877-291-7827 www.osfunds.com
OShaughnessy Mutual Funds 877-291-7827 www.osfunds.com
Osterweis 866-236-0050 www.osterweis.com
Otter Creek 855-681-5261 www.ottercreekfunds.com
Pacer 800-617-0004 www.paceretfs.com
Pacer 877-337-0500 www.paceretfs.com
Pacific Advisors Funds 800-989-6693 www.pacificadvisorsfunds.com
Pacific Capital 888-678-6034 www.pacificcapitalfunds.com
Pacific Financial 888-451-8734 www.TPFG.com
Pacific Funds Series Trust 800-722-2333 www.bpcfunds.com
Pacific Funds Series Trust 800-722-2333 www.pacificlife.com
Palmer Square 866-933-9033 www.palmersquarecap.com
Papp 877-370-7277 Unavailable
Paradigm Funds 877-593-8637 www.paradigm-funds.com
Parnassus 800-999-3505 www.parnassus.com
Patriot 855-527-2363 www.ascendantfunds.com
Patriot 855-527-2363 www.patriotfund.com
Pax World 800-372-7827 www.paxworld.com
Paydenfunds 800-572-9336 www.payden.com
Payson Funds 800-805-8258 www.hmpayson.com
Pear Tree Funds 800-326-2151 www.peartreefunds.com
Penn Capital Management 844-302-7366 www.pennfunds.com
Perkins 800-998-3190 www.theworldfundstrust.com
Permanent Portfolio 800-341-8900 www.permanentportfoliofunds.com
Perritt 800-332-3133 www.perrittmutualfunds.com
Persimmon Capital Management LP 855-233-8300 www.persimmonfunds.com
PGIM Investments 800-225-1852 www.prudentialfunds.com
Phocas 866-746-2271 Unavailable
PIA Mutual Funds 800-251-1970 www.pacificincome.com
Piedmont 888-859-5865 www.piedmontselectfund.com
Pimco 800-426-0107 www.pimco.com
Pimco 888-400-4383 www.pimcoetfs.com/fundinfo
Pimco 888-877-4626 www.allianzinvestors.com
Pimco 888-877-4626 www.pimco.com
PineBridge 877-225-4164 Unavailable
Pinnacle 877-369-3705 www.pinnaclevaluefund.com
Pinnacle 888-985-9830 Unavailable
Pinnacle Capital Management 888-229-9448 www.pcm-advisors.com
Pioneer Investments 800-225-6292 www.pioneerfunds.com
Pioneer Investments 800-225-6292 www.pioneerinvestments.com
PMC Funds 866-762-7338 dearbornfunds.com
PNC Funds 800-622-3863 www.pncfunds.com
Point Bridge Capital 800-617-0004 Unavailable
Polaris Funds 888-263-5594 www.polariscapital.com
Polen Capital 888-678-6024 www.polencapital.com
Poplar Forest Capital 877-522-8860 www.poplarforestfunds.com
Port Street Investments 855-369-6220 www.portstreetinvest.com
Portfolio Strategies 888-928-9774 www.portstrat.com/
Potkul Funds 888-476-8585 www.breadandbutterfund.com
Power Dividend Index Fund 877-779-7462 Unavailable
Power Income Fund 877-779-7462 www.powerincomefund.com
Power Momentum Index Fund 877-779-7462 www.powerincomefund.com
PowerShares 800-732-0330 www.invescopowershares.com
PowerShares 800-983-0903 www.invescopowershares.com
PowerShares DB 800-983-0903 Unavailable
PowerShares DB 800-983-0903 http://www.deutsche-bank.com/ir
Praxis Mutual Funds 800-977-2947 www.praxismutualfunds.com
Premise Capital 800-617-0004 Unavailable
Preserver Funds 844-838-2119 Unavailable
Price Asset Management 888-430-0043 www.pcscommodityfunds.com
Primary Trend 414-765-1107 www.primarytrendfunds.com
PRIMECAP Odyssey Funds 800-729-2307 www.odysseyfunds.com
Princeton 188-886-8950 Unavailable
Princeton 888-868-9501 www.pfstrategyfund.com
Principal Funds 800-222-5852 www.principalfunds.com
Principal Funds 800-787-1621 Unavailable
Private Capital Management 888-568-1267 www.private-cap.com
Probabilities Fund 800-519-0438 Unavailable
ProFunds 888-776-3637 www.profunds.com
ProShares 240-497-6400 www.proshares.com
ProShares 866-776-5125 www.proshares.com
Prospector Funds 877-734-7862 www.prospectorfunds.com
Provident 855-739-9950 www.provtrust.com
Prudential Funds (PGIM Investments) 800-225-1852 www.prudential.com
Prudential Funds (PGIM Investments) 800-225-1852 www.prudentialfunds.com
PSG Funds 855-866-9825 www.psgfunds.com
Pure Funds 877-756-7873 www.ise.com/
Putnam 800-225-1581 www.putnam.com
Putnam 800-225-1581 www.putnaminvestments.com
Pzena 844-796-1996 www.pzena.com
Quaker 800-220-8888 www.quakerfunds.com
QuantShares 888-357-3715 www.quant-shares.com
QUANTX NULL www.anchorcapitalfunds.com
QUANTX 866-270-0300 www.anchorcapitalfunds.com
Queens Road Funds 800-595-3088 www.queensroadfunds.com
Rainier 800-248-6314 www.rainierfunds.com
Ranger Funds 866-458-4744 www.rangerfunds.com
Rareview Capital 888-783-8637 Unavailable
Rational Funds 800-253-0412 www.huntingtonfunds.com
RBB Funds 866-780-0357 www.S1Fund.com.
RBC Global Asset Management. 800-422-2766 www.rbcgam.us
Reality Shares ETF Trust 855-595-0240 www.realityshares.com
Reaves Asset Management 212-593-4383 Unavailable
Reaves Select Research 866-342-7058 www.whreaves.com
Recon Capital Series Trust 844-723-8637 www.reconfunds.com
Redmont 855-268-2242 www.redmontfunds.com
Redwood 855-733-3863 www.redwoodmutualfund.com
Regal 844-667-3425 Unavailable
Regents Park Funds, LLC 866-866-4848 www.anchorcapitalfunds.com
Reinhartfunds 855-774-3863 www.reinhartfunds.com
REMSGroup 800-673-0550 www.theworldfundstrust.com
Renaissance Capital 866-486-6645 www.renaissancecapital.com
Renaissance Capital 888-476-3863 www.renaissancecapital.com
RESQ Funds 877-940-2526 Unavailable
Rex 844-739-1414 www.exchangetradedconcepts.com
Reynolds 800-773-9665 www.reynoldsfunds.com
Rice Hall James 866-474-5669 www.rhjfunds.com
RISE 844-383-6477 Unavailable
River Canyon 800-245-0371 Unavailable
Riverbridge 888-447-4470 www.riverbridge.com
RiverNorth Funds 888-848-7569 www.rivernorthfunds.com
RiverPark Funds 888-564-4517 www.riverparkfunds.com
RMB Funds 800-462-2392 www.burnhamfunds.com
RNC Genter Capital Management 877-543-6837 www.rncgenter.com
Rockefeller & Co. 855-369-6209 dearbornfunds.com
Rondure Global 855-775-3337 www.rondureglobal.com
Roosevelt 877-322-0576 www.rooseveltmcf.com
Roxbury Funds 800-497-2960 www.RoxburyFunds.com
Royce 800-221-4268 www.roycefunds.com
RQSI 844-445-7774 www.frostbank.com
RSQ 855-355-4777 www.rsquaredcapital.com
Russell 800-787-7354 www.russell.com
RVX 844-330-6747 Unavailable
RWC 855-792-3863 Unavailable
Ryan Labs 866-561-3087 www.ryanlabsfunds.com
Rydex Funds 800-820-0888 www.rydex-sgi.com
SA Funds 800-366-7266 www.sa-funds.net.
SA Funds 844-366-0905 www.sa-funds.net.
SABA ETF 212-542-4644 Unavailable
Salient Funds 800-999-6809 www.forwardinvesting.com
Salient Funds 866-667-9228 www.broadmarkasset.com
Salient Funds 866-667-9228 www.salientfunds.com
Sands Capital 888-826-5646 www.sandscapital.com
Saratoga NULL www.saratogacap.com
Saratoga 800-807-3863 www.alpsfunds.com
Saratoga 800-807-3863 www.saratogacap.com
Sarofim 855-727-6346 www.sarofim.com
SATUIT FUNDS 866-972-8848 http://www.satuitfunds.com/
Saturna Capital 800-728-8762 www.saturna.com
Saturna Sustainable Funds 800-728-8762 www.saturna.com
Savos Investments Trust 888-278-5809 www.geassetmanagement.com
Scharf Investments 866-572-4273 www.scharffunds.com
Schneider Funds 888-520-3277 www.S1Fund.com.
Schroder 800-464-3108 www.schroderfunds.com
Schwab ETFs 800-435-4000 www.csimfunds.com.
Schwab ETFs 877-824-5615 www.csimfunds.com.
Schwab Funds 800-435-4000 www.schwab.com
Schwab Funds 877-824-5615 www.schwab.com
Schwartz 888-726-0753 www.schwartzvaluefund.com
ScotiaFunds 855-744-8500 http://www.scotiabank.com/ca/en/0,,666,00.html
Scout 800-996-2862 www.scoutfunds.com
Seafarer Funds 855-732-9220 www.seafarerfunds.com
Segall Bryant & Hamill 866-490-4999 http://www.lsthetafund.com/
SEI 800-342-5734 www.seic.com
SEI 800-342-5734 www.seic.com/funds
Selected Funds 800-243-1575 www.selectedfunds.com
Selective 434-515-1517 www.martinfocusedvaluefund.com
Semper 855-736-7799 www.sempercap.com
Sentinel 800-282-3863 www.sentinelinvestments.com
Sequoia 800-686-6884 www.sequoiafund.com
SerenityShares 800-617-0004 http://www.serenityshares.com/
Sextant Mutual Funds 800-728-8762 www.saturna.com
Shelton Capital Management 800-955-9988 http://www.whv.com
Shelton Capital Management 800-955-9988 www.sheltoncap.com
Shenkman Funds 855-743-6562 www.shenkmancapital.com/funds
Sierra Trust 866-738-4363 www.SierraMutualFunds.com
SilverPepper 855-554-5540 www.silverpepperfunds.com
Sirius Funds 844-438-7474 http://www.ncfunds.com/
Sit 800-332-5580 www.sitfunds.com
SkyBridge 888-919-6885 www.skybridgecapital.com
Smead Funds 877-807-4122 www.smeadfunds.com
Smith Group 877-764-8465 www.smithgroupfunds.com
Snow Capital Funds 877-766-9363 www.snowfunds.com
Sound Mind 877-764-3863 www.Arrowhead-funds.com
Sound Shore 800-551-1980 www.soundshorefund.com
Soundwatch Capital 888-244-4601 Unavailable
Sparrow 888-727-3301 www.sparrowfunds.com
SPDR State Street Global Advisors 800-732-0330 www.spdrs.com
SPDR State Street Global Advisors 866-320-4053 www.streettracksgoldshares.com
SPDR State Street Global Advisors 866-732-8673 www.spdrs.com
SPDR State Street Global Advisors 866-787-2257 http://www.spdrgoldshares.com/
SPDR State Street Global Advisors 866-787-2257 http://www.spdrs.com
SPDR State Street Global Advisors 866-787-2257 www.spdrs.com
Spinnaker ETF Trust 800-773-3863 Unavailable
Spirit of America 516-390-5565 Unavailable
Spirit of America 800-452-4892 Unavailable
SpiritedFund 844-383-6477 www.ise.com/
Spouting Rock 844-834-6478 www.spoutingrockfunds.com.
STAAR Investment Trust 888-717-8227 www.staarinvest.com
Stadion Funds 866-383-7636 www.stadionfunds.com
State Farm 800-447-0740 www.statefarm.com
State Farm 800-447-4930 www.statefarm.com
State Street Global Advisors 800-242-0134 www.geam.com
State Street Global Advisors (Chicago) 800-647-7327 www.ssrfunds.com
State Street Global Advisors (Chicago) 800-997-7327 www.ssgafunds.com
State Street Global Advisors (Chicago) 800-997-7327 www.ssrfunds.com
State Street Global Advisors (Chicago) 877-521-4083 www.ssrfunds.com
State Trust 800-523-8382 www.tbil.co
Steben & Company 855-775-5571 www.steben.com
Steinberg 855-330-7085 Unavailable
Sterling Capital Funds 800-228-1872 www.sterlingcapitalfunds.com
Steward Funds 800-262-6631 www.capstonefinancial.com
Steward Funds 800-262-6631 www.stewardmutualfunds.com
Stone Harbor 866-699-8125 www.shiplp.com
Stralem Fund 866-822-9555 Unavailable
Strategic Global Advisors 866-778-6397 Unavailable
Strategy shares 855-477-3837 www.huntingtonstrategyshares.com
StrongVest 800-617-0004 Unavailable
Summit Global Investments 855-744-8500 www.summitglobalinvestments.com
Summit Water 844-809-3557 Unavailable
Superfund 855-617-8737 Unavailable
Swan 877-896-2590 www.swandefinedriskfund.com
Symons 877-679-6667 www.scm-funds.com
T. Rowe Price 800-638-5660 http://corporate.troweprice.com
T. Rowe Price 800-638-5660 troweprice.com
T. Rowe Price 800-638-5660 www. troweprice.com
T. Rowe Price 800-638-5660 www.troweprice.com
T. Rowe Price 800-638-8790 http://corporate.troweprice.com
T. Rowe Price 800-638-8790 troweprice.com
T. Rowe Price 800-638-8790 www.troweprice.com
T. Rowe Price 800-638-8797 www.troweprice.com
Tanaka 877-482-6252 www.tanaka.com
Target Program 800-225-1852 www.prudential.com
Taylor Frigon Capital Management 888-897-4821 http://www.triadmutualfunds.com/
TCG Financial 800-494-2755 www.tcg-financial.com
TCM Funds 800-536-3230 www.tyghcap.com
TCW 800-248-4486 www.tcw.com
TCW 800-386-3829 www.tcw.com
TCW 866-858-4338 https://www.tcw.com/
TD Asset Management 800-669-3900 www.tdamusa.com
TD Asset Management 866-416-4031 www.tdamusa.com
Teberg 866-209-1964 Unavailable
Teton Westwood Funds 800-422-3554 www.gabelli.com
Teucrium 802-257-1617 www.teucriumcornfund.com
TFS Capital Funds 888-534-2001 www.tfscapital.com
Third Avenue 800-443-1021 www.thirdavenuefunds.com
Thomas White Funds 800-811-0535 www.thomaswhite.com
Thompson IM Funds Inc 800-999-0887 www.thompsonim.com
Thomson Horstmann & Bryant 855-842-3863 www.thbinc.com
Thornburg 800-847-0200 www.thornburg.com
Thrivent 800-847-4836 www.thrivent.com
Thrivent 800-847-4836 www.ThriventFunds.com.
TIAA Investments 800-842-2252 www.tiaa-cref.org
TIAA Investments 877-518-9161 www.tiaa-cref.org
Tilson Funds 888-484-5766 www.centaurmutualfunds.com
Timothy Plan 800-846-7526 www.timothyplan.com
TOBAM Core Investments 844-282-6161 www.mtlucas.com
Tocqueville 800-697-3863 www.tocquevillefunds.com
Toews Funds 877-558-6397 ww.ToewsCorp.com
TOPS 855-572-5945 www.geminifund.com
Topturn 888-261-2884 www.topturnfunds.com
Toreador 800-673-0550 www.theworldfundstrust.com
Toroso Investments LLC 844-380-8383 www.exchangetradedconcepts.com
Torray 800-626-9769 www.torray.com
Torray Resolute 844-406-4960 Unavailable
Tortoise Capital 844-874-6339 Unavailable
Tortoise Capital Advisors 844-874-6339 www.tortoiseadvisors.com
Tortoise Capital Advisors 855-822-3863 www.tortoiseadvisors.com
Tortoise Credit Strategies 855-822-3863 www.tortoiseadvisors.com
Touchstone 800-543-0407 www.touchstonefunds.com
Touchstone 800-543-0407 www.touchstoneInvestments.com
Towle & Co 888-998-6953 www.towlefund.com
Transamerica 800-851-7555 www.transamericafunds.com
Transamerica 888-233-4339 www.transamericafunds.com
TransWestern Funds 855-881-2380 www.TransWesternFunds.com
Tributary Funds 800-662-4203 www.tributaryfunds.com
Trillium Mutual Funds 866-209-1962 www.bpcfunds.com
Trillium Mutual Funds 866-209-1962 www.portfolio21.com
TrimTabs 800-617-0004 www.trimtabsfunds.com
Trust for Credit Unions 800-342-5828 www.trustcu.com
Trust for Professional Mgrs(PTIA) 877-738-9095 www.ptiafunds.com/
TS&W Funds 866-487-9386 www.tswinvest.com
Tweedy, Browne 800-432-4789 www.tweedy.com
TWM FUNDS 800-617-0004 Unavailable
Two Oaks Investment Management, Inc. 855-896-6257 www.twooaks.com
U.S. Global Investors 800-617-0004 http://www.usfunds.com/
U.S. Global Investors 800-873-8637 www.usfunds.com
UBS 212-882-5857 Unavailable
UBS 877-583-5624 etracs.ubs.com
UBS AG 877-387-2275 Unavailable
UBS Asset Management 800-647-1568 www.ubs.com
UBS Asset Management 800-647-1568 www.ubs.com/usmoneymarketfundsholdings
UBS Asset Management 888-547-3863 www.ubs.com/usmoneymarketfundsholdings
UBS Group AG NULL www.ubs.com
UBS Group AG 800-722-7370 Unavailable
UBS Group AG 800-722-7370 etracs.ubs.com
UBS Group AG 800-722-7370 www.ubs.com
UBS Group AG 800-732-0330 www.ubs.com
UBS Group AG 877-387-2275 etracs.ubs.com
UBS Group AG 877-387-2275 www.ubs.com
United States Commodity Funds LLC NULL www.unitedstatesoilfund.com
United States Commodity Funds LLC 510-522-9600 Unavailable
United States Commodity Funds LLC 510-522-9600 www.unitedstates12monthnaturalgasfund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstates12monthoilfund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstatesbrentoilfund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstatesgasolinefund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstatesheatingoilfund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstatesnaturalgasfund.com
United States Commodity Funds LLC 510-522-9600 www.unitedstatesshortoilfund.com
Upright Investments Trust 973-533-1818 Unavailable
USA Mutuals 866-264-8783 www.usamutuals.com
USAA 800-531-8722 www.usaa.com
USCA 877-259-8722 http://www.uscallc.com/
USCF 800-732-0330 http://www.uscfinvestments.com/
USCF 800-920-0259 www.uscfinvestments.com
USCF Equity Trust 800-920-0259 www.stocksplitindexfund.com
VALIC 800-448-2542 https://www.valic.com
VALIC 800-448-2542 www.valic.com
Validea 800-617-0004 www.valideafunds.com
Value Line 800-243-2729 www.vlfunds.com
valueshares 215-882-9983 www.valueshares.com
Van Eck NULL www.marketvectorsetfs.com
Van Eck 800-826-1115 www.vaneck.com
Van Eck 800-826-2333 www.marketvectorsetfs.com
Van Eck 888-658-8287 www.marketvectorsetfs.com
Van Eck Global Funds 800-826-2333 www.marketvectorsetfs.com
Vanguard 800-662-7447 personal.vanguard.com/us/home
Vanguard 800-662-7447 www.vanguard.com
Vanguard 866-499-8473 www.vanguard.com
Vanguard 888-809-8102 personal.vanguard.com/us/home
Vanguard 888-809-8102 www.vanguard.com
VelocityShares 877-858-5407 Unavailable
Vericimetry Funds 855-755-7550 www.vericimetry.com
Victory 800-539-3863 www.CompassEMPFunds.com
Victory 800-539-3863 www.VictoryFunds.com
Victory 800-766-3863 www.VictoryFunds.com
Victory 866-689-6999 www.victoryconnect.com
VictoryShares 866-376-7890 www.CompassEMPFunds.com
Vident Financial 800-617-0004 http://www.videntfinancial.com/
Vident Financial 800-617-0004 www.videntfinancial.com
Viking 800-276-1262 www.integrityvikingfunds.com
Viking 800-601-5593 www.integrityvikingfunds.com
Villere 866-209-1129 www.villere.com
Virtus 800-243-1574 Unavailable
Virtus 800-243-1574 www.virtus.com
Virtus 800-243-1574 www.virtusinvestmentpartners.com
Virtus 888-383-0553 http://www.newfleet.com/
Virtus 888-784-3863 www.kayne.com
Vivaldi 877-779-1999 Unavailable
Vivaldi 877-779-1999 www.orindafunds.com
Vivaldi Asset Management, LLC 877-779-1999 http://www.vivaldifunds.com/
VolMAXX 844-739-1414 www.exchangetradedconcepts.com
Volumetric 800-541-3863 www.volumetric.com
Vontobel 866-252-5393 www.vusa.com
Voya 800-262-3862 www.INGInvestment.com
Voya 800-366-0066 www.voyainvestments.com
Voya 800-922-0180 www.voyainvestments.com
Voya 800-992-0180 Unavailable
Voya 800-992-0180 www.ingfunds.com
Voya 800-992-0180 www.voyainvestments.com
Vulcan Value Partners 877-421-5078 www.vulcanvaluepartners.com
Waddell & Reed 800-777-6472 www.waddell.com
Waddell & Reed 888-923-3355 www.waddell.com
Wall Street 800-443-4693 www.evercorewealthfunds.com.
Walthausen Funds 888-925-8428 www.walthausenfunds.com
Wasatch 800-551-1700 www.wasatchfunds.com
Wasmer Schroeder 855-972-6864 www.wscfunds.com
Wavelength Funds 866-896-9292 www.wavelengthfunds.com
Waycross 866-267-4304 Unavailable
WBI FUNDS 855-924-3863 www.wbifunds.com
WBI Investments 855-924-3837 www.wbishares.com,
WCM Investment Management 888-988-9801 www.wcminvest.com
Wear 844-880-3837 Unavailable
Weiss 866-530-2690 Unavailable
Weitz 800-304-9745 www.weitzfunds.com
Wellington Shields 888-626-3863 Unavailable
Wells Fargo Funds 800-222-8222 https://www.wellsfargofunds.com/
Wells Fargo Funds 866-765-0778 https://www.wellsfargofunds.com/
Wells Fargo Funds 888-877-9275 https://www.wellsfargofunds.com/
WesMark 800-864-1013 www.wesmarkfunds.com
West Shore 855-973-8637 Unavailable
Westchester Capital 800-343-8959 www.mergerfund.com
Westcore 800-392-2673 www.westcore.com
Westfield Capital 866-454-0738 www.westfieldcapital.com
Westwood 877-386-3944 www.westwoodfunds.com
Wilbanks Smith & Thomas 866-515-4626 Unavailable
William Blair 800-635-2886 www.williamblairfunds.com
William Blair 800-742-7272 www.williamblairfunds.com
Williamsburg Investment Trust 866-738-1126 www.jamestownfunds.com
Wilmington Funds 800-836-2211 www.wilmingtonfunds.com
Wilshire Mutual Funds 866-591-1568 www.wilfunds.com
Wintergreen Funds 888-468-6473 www.wintergreenfund.com
Wireless 800-590-0898 www.wireless-fund.com
Wisconsin Capital Management 866-987-7888 www.plumbfunds.com
WisdomTree 800-320-2577 www.greenhavenfunds.com
WisdomTree 866-909-9473 www.wisdomtree.com
WOA 855-754-7935 Unavailable
World Funds 800-673-0550 www.theworldfundstrust.com
World Funds Trust 800-673-0550 www.theworldfundstrust.com
World Funds, Inc 800-673-0550 www.theworldfundstrust.com
WP Trust 877-244-6235 Unavailable
Wright 800-555-0644 www.wrightinvestors.com
YCG FUNDS 855-444-9243 www.ycgfunds.com
YieldShares 855-796-3863 www.exchangetradedconcepts.com
Yorktown Funds 800-544-6060 www.apifunds.com
Zacks Funds 888-453-4003 www.zacksfunds.com
Zeo 855-936-3863 Unavailable
Zevenbergen Capital Investments 844-986-2746 Unavailable
Ziegler 877-568-7633 www.zcmfunds.com
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