First Name
Last Name
Company
Email
Phone
Total AUM
Total Accounts
Portfolio Accounting System
Addepar
Advent-APX
Advent-Axys
Advent Black Diamond
Albridge
APL
BOSS
CapTools
dbCAMs
Envestnet
Fortigent
Morningstar
No Current System
Not Applicable
Orion
Other - Please Specify
PortfolioCenter - Desktop
PortfolioCenter - Hosted
PortfolioServices
Proprietary
SWB Technologies
Techfi
Unknown
Primary Custodian
AIG
Apex Clearing
Ascensus
BNY Mellon
ByAll
Cambridge
Ceros Financial
Charles Schwab Inc.
Commonwealth Financial Network
Deutsche Bank
E*Trade
Equity Advisor Solutions
Fidelity
Financial Network Investment
First Allied Securities, Inc.
First Clearing
First Global Capital
Folio Institutional
FSC Securities
Interactive Brokers
LPL
MassMutual
Merrill
National Advisors Trust
NFS
Other
Pershing
Prudential
Raymond James
Royal Alliance Associates
Royal Bank of Canada
Schwab
Scottrade
Securities America
SEI
Shareholders Service Group
State Street
SunAmerica
TD Ameritrade
TIAA
Trade-PMR
Triad Advisors, Inc.
Trust Company of America
UBS
US Bank
Vanguard
Walnut Street Securities
Wells Fargo Clearing Services
Wilmington Trust
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