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The following is the list of Insurance Carriers and Mutual Funds available at the Legend Group

List of Insurance Carriers

NAME OF CARRIERADDRESSPHONE #
AIG Retirement 2929 Allen Parkway,Houston, TX 77019 (713) 831-3605
AIG Sun America PO Box 54299, Los Angeles, CA 90054-0299 (800) 871-2000
AFLAC AZ 512 E. Whitehouse Canyon Dr Ste 140 Green Valley, AZ 85614 (480) 321-7005
AFLAC NY 22 Corporate Woods Blvd, Albany, NY 12211 (518) 438-0764
Allianz PO Box 1344, Minneapolis, MN 55416-1297 (800) 950-5872
American Fidelity PO Box 25630, Oklahoma City, OK 73125 (941) 993-9374
American General PO Box 1931, Houston, TX 77251 (888) 653-5463
American National One Moody Plaza, Galveston, TX 77550 (888) 501-4043
American General Life Insurance Co. 4080 McGinnis Gerry Rd.,Ste1201, Alpharetta, GA 30005 (800) 330-5801
American Skandia One Corporate Drive Shelton, CT 06484-0883 (800) 628-6039
American United Life One American Square, Indianapolis, IN 46206-0368 (317) 285-1877
Ameritas Variable Life Insurance Company PO Box 81889, Lincoln, NE 68501-1889 (800) 927-7737
Annuity Investors Life Ins. Company 250 East Fifth Street, Cincinnati, OH 45202 (800) 438-3398
Assurity Life Insurance PO Box 82533 Lincoln, NE 68501-2533 (800) 276-7619
Ausa Life Insurance Company 4333 Edgewood Road N.E. Ceder Rapids, IA 52499 (800) 553-5957
Aviva Life Insurance Company PO Box 55244 Boston, MA 02205-5244 (800) 225-8073
AXA Distributors, LLC 1290 Avenue of the Americas 7th Floor, NY, NY 10104 (888) 517-9900
Invesco AIM/CIGNA Heritage PO Box 4333 Houston, TX 77210-4333 (713) 626-1919
Beneficial Standard Life Ins. PO Box 1909 Carmel, IN 46032 (317) 817-6800
Benefitmall 4851 LBJ Freeway, Ste 1100 Dallas, TX 75244 (888) 338-6293
Best Life and Health Ins Co. 2505 McCabe Way Irvine,CA 92614 (800) 237-8543
Blue Cross Blue Shield Anthem Life Ins. (Indiana) PO Box 6084, Indianapolis, IN 46206-6084 (800)542-7988
Blue Cross Blue Shield of AZ 2444 W Las Palmaritas Dr Phoenix, AZ 85021 (800) 232-2345
Blue Cross Blue Shield of NM 5701 Balloon Fiesta Parkway NE Albuquerque, NM 87113 (800) 672-9700
Brokers' Service Marketing Group 500 South Main Street, Providence, RI 02903 (800) 343-7772
Canada Life Insurance Co. PO Box 173920 Denver, CO 80217-3920 (800) 462-6666
Chase Insurance 2500 Westfield Drive, Elgin IL 60123-7836 (866) 735-5872
CIGNA Life Insurance & Annuity 280 Trumbull Street, Hartford CT 06103 (888) 244-6237
CNL Hospitality Properties Inc 450 South Orange Avenue Orlando, FL 32801 (800) 522-3863
Conseco Life Insurance of NY 11815 N. Pennsylvania St, Carmel, IN 46082-1974 (317) 817-4069
Conseco Variable Ins 11815 N. Pennsylvania St, Carmel, IN 46082-1974 (317) 817-4069
Coventry First Agreement - Life Settlements 7111 Valley Green Road Ft Washington, PA 19034-2209 (877) 836-8300
CSA General Insurance Agency, Inc. 8155 N 24th Ave, Ste F, Pheonix, AZ 85021 (602) 864-5230
Diversified Investors Security 440 Mamaroneck Ave, Harrison, NY 10528 (914) 697-8615
Dreyfus/Transamerica 1150 South Olive Street Los Angeles, CA 90015-2211 (800) 538-0046
Excellus BCBS 12 Rhoads Drive Utica, NY 135026398 (315) 792-9708
EquiTrust PO Box 14500 Des Moines, IA 50306-3500 (866) 598-3692
Expert Plan 50 Millstone Road Building 400 East Windsor, NJ 08520 (609) 918-2516
Fidelity And Guaranty Life of NY PO Box 1137, Baltimore, MD 21203-1137 (800) 445-6758
Fidelity Life Association 17 Church Street, PO Box 506 Keene, NH 03431 (877) 352-3303
First Sun America PO Box 15343, Amarillo, TX 79105 (800) 272-3007
Fore Thought 82 Hopmeadow St Simsbury CT 06089 (860) 325-1532
Fortis Life Insurance Company 308 Maltbie St. Syracuse, NY 13204-1420 (315) 451-0066
General American Distributors PO Box 19087, Greenville, SC 29602 (314) 525-8288
Genworth Financial PO Box 27601, Richmond, VA 23261-7601 (800) 352-9910
Genworth Financial 330 West 9th Street, Kansas City, MO 64105 (800) 735-4547
Golden American Life 1475 Dunwoody Dr, West Chester, PA 19380-1478 (800) 243-3706
GNA Distributors PO Box 27601, Richmond, VA 23261-7601 (800) 352-9910
Great American PO Box 5420 Cincinnati, OH 45201-5420 (800) 438-3398
Great West Life & Annuity 8515 East Orchard Rd Greenwood Village, CO 80111 (303)737-3443
Group Health Inc 441 Ninth Avenue, 2nd Floor, NY, NY 10001 (212) 615-4037
Guardian PO Box 26195 Lehigh Valley, PA 18002-6195 (888) 600-1700
Hartford 200 Hopmeadow St Simsbury, CT 06089 (800) 862-7155
Hartford 500 Bielenberg Dr Woodbury, MN 55125 (800) 862-7155
Hartford Life 200 Hopmeadow St Simsbury, CT 06089 (800) 862-7155
Highland Capital Brokerage 3535 Grandview Parkway, Ste 600 Birmingham, AL 35243 (800) 849-3553
Horace Mann 1 Horace Mann Plaza, Springfield, IL 62715-0001 (800) 999-1030
HumanaOne 1100 Employers Blvd. Green Bay, WI 54344 (800) 833-6931
Integrity Life 239 S. Fifth Street, 12th Floor, Louisville, KY 40202-3271 (502) 582-0900
Invesco Aim PO Box 219078 Kansas City, MO 64121-9078 800-959-4246
Jackson National Life Insurance 1 Corporate Way Lansing, MI 48951 (877) 565-2968
Jefferson National Life 9920 Corporate Campus Drive #1000 Louisville KY 40223 (866) 667-0561
Jefferson Pilot 100 North Greene Street Greensboro, NC 27401 (800) 458-5299
John Hancock 601 Congress Street Boston, MA 02205 (617) 663-3782
Liberty Life Insurance Company PO Box 1389 Greenville, SC 29602 (866) 765-4555
Lincoln Benefit Life 2940 South 84th Street Lincoln NE 68506-4142 (800) 525-9287
Lincoln National Life Insurance Co. 1300 South Clinton Street Fort Wayne, IN 46802 (800) 238-6252
London Pacific Life PO Box 168009 Sacramento, CA 95816-8009 (916) 641-4200
Manulife Financial 1 John Hancock Way Ste 1350 Boston, MA 02217-1350 (800) 387-2747
Mass Mutual 1295 State Street C230 Springfield, MA 01111 (888) 488-6487
MetLife 4010 Boy Scout Blvd., Ste 950 Tampa, FL 33607 (800) 929-1492
Midland National Life One Midland Plaza, Sioux Falls, SD 57193-0001 (605) 335-5700
Minnesota Life 400 Robert St. N., St. Paul, MN 55101 (651) 665-3933
Mutual of Omaha Mutual of Omaha Plaza Omaha, NE 68175 (402) 342-7600
Nationwide Investment Services Corporation (NISC) One Nationwide Plaza, 3-24-K5 Columbus, OH 43215 (614) 249-9786
Nationwide Financial One Nationwide Plaza, Columbus, OH 43215-2220 (800) 321-6064
NY Life & Annuity 169 Lackawanna Avenue Parsippany, NJ 07054 (800) 695-9873
NY Long Term Care (NYLTC) 11 Executive Park Drive Clifton Park, NY 12065-5631 (800) 695-8224
North American of New York 4601 Westown Parkway Ste. 300 W Des Moines IA 50266 (866) 322-7068
Ohio National Financial Services One Financial Way, Cincinnati OH 45242 (513) 794-6248
Pacific Life 700 Newport Center Drive, Newport Beach, CA 92660-6397 (800) 800-6416
Penn Mutual Life Insurance Company 600 Dresher Rd, Horsham PA 19044 (800) 818-8184
Phoenix Life Ins Co PO Box 8027, Boston, MA 02266-8027 (860) 403-1000
Preferred Care 259 Monroe Avenue Rochester, NY 14607 (585) 327-2318
Presidential Life Insurance Company 69 Lydecker Street Nyack, NY 10960 (845) 358-2300
Protective Life 7 West Seventh Street, Ste 1670 Cincinnati, OH 45202-2417 (800) 628-6390
Provident Mutual PO Box 15750 Wilmington, DE 19850-5750 (302) 452-4062
Prudential Annuties One Corporate Drive Shelton, CT 06484-0883 (888) 778-2888
Prudential Financial 213 Washington Street 18th Floor, Newark, NJ 07102 (800)752-6342
Putnam Allstate 3100 Sanders Rd Ste N3B, Northbrook IL 60062 (847) 402-4153
RBC (488) Liberty Life Insurance Company PO Box 1389 Greenville, SC 29602 (866) 765-4555
Reliastar (ING) 1290 Broadway Denver, CO 80203-5699 (303) 860-2000
Security Benefit One Secuity Benefit Place Topeka, KS 66636-0001 (800) 888-2461
Securities Management and Research Inc 2450 South Shore Blvd., Suite 400 League city, TX 77573 (281) 334-2469
Security Life of Denver Insurance Co 909 Locust Street Des Moines, IA 50309-2899 (877) 882-5050
Seligman (Canada Life) Insurance Co of America 6201 Powers Ferry Road, Atlanta, GA 30339 (800) 333-2542
Signator Financial (John Hancock) PO Box 111 Boston, MA 02117 (617) 572-4455
Specific Solutions 475 International Drive Williamsville, NY 14221-5772 (800) 873-2345
SunAmerica c/o BFDS 330 W 9th St. Kansas City, MO 64105-1514 (800) 858-8850
Sun Life One Sun Life Executive Park Wellesley Hills, MA 02481 (800) 247-6975
Sun Life PO Box 9133 Wellesley Hills, MA 02481 (800) 786-5433
Symetra Life Ins Co. 777 108TH Ave NE, Suite 1200 Bellevue, WA 98004-5135 (800) 706-0700
Texas Life Insurance Co. 900 Washington Ave, Waco, TX 76703 (800) 283-9233
Transamerica Life Insurance Co. 4333 Edgewood Road N.E. Ceder Rapids, IA 52499 (800) 852-4678
Transamerica Premier Life Ins Co 4333 Edgewood Road N.E. Ceder Rapids, IA 52499 (800) 851-7555
Unified Trust Company 2353 Alexandria Dr, Ste 100, Lexington, KY 40504 (877) 411-8781
United Health Care 450 Columbus Blvd, 9NB, Hartford, CT 06115-0450 (800) 822-3806
United Concordia 4401 Deer Path Road, Harrisburg, PA 17110 (800) 972-4191
Unum Life Insurance Company PO Box 1147, Jacksonville, IL 62651-1147 (800) 633-7491
US Life Insurance Co. PO Box 0814, Carol Stream, IL 60132 (800) 362-9878
VALIC 2929 Allen Parkway,Houston, TX 77019 (800) 448-2542
VOYA 909 Locust Street Des Moines, IA 50309-2899 (800) 235-5965
Western National Life PO Box 9051, Clearwater, FL 33758-9051 (800) 851-9777
William Penn 100 Quentin Roosevelt Blvd, PO Box 17273, Garden City, NJ 11530 (800) 346-4773
Zurich American Life PO Box 19097, Greenville, SC 29602-9097 (800)449-0523

List of Mutual Funds

NAME OF FUNDSTREETCITY/STATE/ZIPPHONE #
1919 Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7961
361 Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
AAM Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Aberdeen Funds 1735 Market Street, 32nd Floor Philadelphia, PA 19103 (215) 405-5700
ACM Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Adaptive Allocations Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Advisory Research Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Affinity Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Al Frank Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Alger Funds 360 Park Ave South New York, NY 10010 (212) 806-8854
Alliance Bernstein Investors 8000 IH-10W 4 TH FLOOR San Antonio, TX 78230 (210) 384-6024
Allianz Funds 1345 Avenue of the Americas New York, NY 10105 (800) 880-8684
All Terrain Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Alpha Capital Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
AlphaCentric Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Alpine Mutual Funds 615 E. Mich St. 3 FLR, Milwaukee, WI 53202 (866) 729-6633
Altegris Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Amana Funds 1300 North State St. Bellingham, WA 98225 (800) 728-8762
AmericaFirst Funds 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
American Beacon Funds 4151 Amon Carter Blvd, MD 2450 Fort Worth, TX 76155 (817) 391-6075
American Capital 1 Parkview Plaza, Oakbrook Terr., IL 60181 (630) 684-6000
American Century Investments PO Box 419146 Kansas City, MO 64141 (800) 378-9878
American Funds 12711 N. Meridian St Carmel, IN 46032-9181 (800) 421-4225
American Growth Fund 110 16th ST, #1400, Denver,CO 80202 (800) 525-2406
American Independence Funds 690 Taylor Rd, #150, Gahanna, OH 43230 (888) 266-8787
American Trust Allegiance Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
AMG Funds 161 Washington Street, Suite 1600 Conshohocken, PA 19428 (800) 345-1100
Anfield Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Angel Oak Funds 2960 North Meridian St IN211 Indianapolis, IN 46208 (317) 917-7433
AQR Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Aquila Funds 380 Madison Ave,#2300, NY,NY 10017 (212) 697-6666
AR Capital Real Estate Income Fund 405 Park Ave, 15th Floor New York, NY (877) 373-2522
Arbitrage Funds 1290 Broadway, Suite 1100 Denver, CO  80203 (303) 623-2577
Arch Funds 3435 Stelzer Rd, Columbus, OH 43219 (814) 470-8000
Ariel Capital Management 200 E Randolph Dr,#2900, Chicago, IL 60601 (312) 726-0140
Aristotle Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Armor Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Ascendant Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Aston Funds 760 Moore Rd King Of Prussia, PA 19406 (610) 382-8564
Astor Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Athena Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Ave Maria Mutual Fund 225 Pictoria Dr#450, Cincinnati,OH 45246 (513) 587-3408
Azzad Funds 3141 Fairview Park Dr suite 460 Falls Church, VA 22042 (703) 207-7005
Babson Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Baird Funds 777 E Wisconsin Ave, 25th Floor Milwaukee, WI 53202 (414) 298-7454
Balter Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
BBH Trust 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Beech Hill Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Bernzott Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Berwyn Funds 225 Pictoria Drive, Suite 450 Cincinnati, OH 45246 (513) 587-3430
Biondo Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Blackrock Funds 40 East 52 ST, NY, NY 10022 (212) 810-5300
BP Capital Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-9758
BPV Funds 225 Pictoria Drive, Suite 450 Cincinnati, OH 45246 (855) 784-2399
Bradesco Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Brandes Investment Trust 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Breithorn Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Bridges Investment Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Brown Advisory Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7961
Brown Capital Management Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
BTS Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Buffalo Funds 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Calamos Financial Services 2020 Calamos Crt Naperville,IL 60563 (630) 245-6778
Calvert Investments 4550 Montgomery Avenue, Ste 1000 North Bethesda, MD 20814 (800) 368-2745
Camelot Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
CAN SLIM Select Growth 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Catalyst Funds 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
Causeway Funds 1 Freedom Valley Drive Oaks, PA 19456 (610) 676-3405
Cavanal Hill Funds One Williams Center, BOSC Plaza Level Tulsa, OK 74172 (918) 382-5491
Cedar Ridge Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Chadwick & D'Amato Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Changing Parameters Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Chartwell Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Chase Growth Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Chase Mid-Cap Growth Fund Class N 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (404) 905-7640
Clipper Funds 2949 E Elvira Rd, Suite 101 Tucson, AZ 85756 (800) 432-2504
CMG Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Cognios Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Cohen & Steers Funds 66 Brooks Dr Ste. 8123 Braintree, MA 02184 (800) 437-9912
Columbia Funds PO Box 8081 Boston, MA 02266-8081 (800) 345-6611
Columbia Threadneedle Investments 245 Summer St Floor 3 Boston, MA 02110 (617) 747-0608
Compass EMP Funds 630-A Fitzwatertown Road, 2nd Floor, Willow Grove, PA 19090-1904 (215) 830-8990
Conductor Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Consilium Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Convergence Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7961
Counterpoint Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Covered Bridge Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Cozad Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Credit Suisse Funds 650 California Street, 32nd Floor San Francisco, CA 94108 (415) 249-2141
Crow Point Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Cullen Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
CWC Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Davenport Funds 225 Pictoria Drive, Suite 450 Cincinnati, OH 45246 (800) 281-3217
Davis Distributors, LLC 2949 East Elvira Road, Suite 101 Tucson,AZ 85706 (800) 279-0279
Day Hagan Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Deer Park Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Delaware Distributors 1818 Market St. Philadelphia, PA 19103 (800) 503-0053
Deutsche Asset & Wealth Management 77 W. Wacker, 29FLR, Chicago,IL 60601 (855) 744-3355
Diamond Hill Funds 4041 N High Street, Suite 402 Columbus, OH 43214 (614) 255-5550
Discretionary Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Diversified Investors Securities Corp. 4 Manhattanville Rd, Purchase, NY 10577 (914) 697-8542
Dodge & Cox Funds 555 California Street, 40th Floor San Francisco, CA 94104 (415) 274-9402
DoubleLine Funds Trust 615 East Michigan Street Milwaukee, WI 53202 414.905.7961
Dreyfus Service Corp 144 Glenn Curtiss Blvd, Uniondale,NY 11556 (516) 338-3300
E Fund China Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Eagle Funds 880 Carillon Parkway St Petersburg, FL 33716 (800) 421-4184
Eagle MLP Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
EAS Crow Point Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Eaton Vance Distributors 255 State St, Boston, MA 02109 (617) 482-8260
Edgar Lomax Value Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Empiric Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Equinox Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
EuroPac Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Even Keel Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Eventide Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Evergreen Investments 200 Berkeley St,17 FLR, Boston, MA 02116 (617) 210-2706
Federated Funds 30 Dan Rd Canton, MA 02021-2809 (800) 341-7400
FEF Distributors, LLC 1345 Ave Of Americas, NY, NY 10105 (800) 747-2008
Fidelity Investments 100 Crosby Parkway, KC1E Covington, KY 41015 (800) 343-3548
Fiduciary Management Funds 100 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 (414) 226-4545
Fifth Third Funds 38 Fountain Square Plaza MD1090D2 Cincinnati, OH 45202 (513) 534-0666
First American Funds Advisors Inc. 615 E. Michigan St Milwaukee, WI 53202 (800) 236-4424
First Investors P.O.Box 7838 Edison, NJ 08818 (732) 855-2500
First Trust Funds 120 E Liberty Drive Wheaton, IL 60187 (630) 517-7636
FMI Funds 100 E Wisconsin Ave Milwaukee, WI 53202 (414) 226-4545
Footprints Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
FormulaFolios Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Fortress Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Forward Funds 1290 Broadway, Ste 1100, Denver, CO 80203 (720) 917-0693
FPA Funds 11400 W.Olympic Blvd #1200, L.A., CA 90064 (310) 996-5458
Frank Funds 312 E. 22nd St #26 New York, NY 10010 (973) 887-7698
Franklin Templeton Investor Services, LLC. 100 Fountain Parkway N St. Petersbrug, FL 33716-1205 (800) 632-2301
FundVantage Trust 899 Cassatt Rd Berwyn, PA 19312 866.251.6920
Fund X Aggressive Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X Conservative Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X ETF Aggressive Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X ETF Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X Flexible Income Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X Tactical Total Returnr Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X Tactical Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Fund X Upgrader Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
FX Strategy Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Gabelli Funds 1 Corporate Ctr, Rye, NY 10580 (914) 921-8313
GaveKal Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Ginkgo Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Giralda Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Glenmede 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
GMG Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Goldman, Sachs & Co. 71 Wacker Dr #500, Chicago,IL 60606 (800) 621-2550
Good Harbor Funds 17605 Wright Street Omaha, NE 68130 (402) 896-7259
Gotham Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Gottex Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-9758
Grandeur Peak 1290 Broadway suite 1100 Denver, CO 80203 (303) 623-2575
Granite Harbor Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Grant Park Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Gratry Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Greenspring Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Greenwich Advisors Trust 3435 Stelzer Rd, Columbus, OH 43219 (866) 667-8733
Guggenheim Capital LLC 805 King Farm Blvd Rockville, MD 20850 800.783.5608
GuideStone Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-9758
Guinness Atkinson 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Hancock Horizon Funds 1 Freedom Valley Drive Oaks, PA 19456 (610) 676-1787
Hanlon Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Harbor Funds Distributors, Inc 111 South Wacker Dr 34th floor Chicago, IL 60606 (312) 443-4485
Harding Loevner 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Hartford Mutual Funds 200 Hopmeadow St, Simsbury, CT 06089 (888) 843-7824
Hatteras Funds 8540 Colonnade Center Drive, Suite 401 Raleigh, NC 27615 (919) 719-9910
HCM Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Heartland Advisors, Inc. 789 N. Water St, Ste 500 Milwaukee, WI 53202-3531 (414) 977-8785
Henderson Global Investors North America 737 N.Michigan Ave #1950, Chicago,Il 60611 (866) 343-6337
Hennessey Funds 615 East Michigan Street Milwaukee, WI 53202 (800) 236-4424
Highland Funds 30 Dan Rd Canton, MA 02021 (877) 332-6207
Highmark Funds 1 Freedom Valley Dr, Oaks, PA 19456 (800) 455-5609
Hodges Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7640
Hotchkis & Wiley 615 East Michigan Street Milwaukee, WI 53202 (800) 236-4424
HSBC Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-7149
Icon Funds 5299 DTc Blvd 12 Fl, Greenwd Vlg,CO 80111 (800) 828-4881
Infinity Q Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Innealta Capital Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Integrity Viking Funds 1 Main St North / PO Box 500 Minot, ND 58702 (701) 852-5292
Inter Securities Idex 4333EdgewoodRd NE, CedarRapids, IW52499 (727) 557-2636
Invesco Funds 1555 Peachtree Street, N.E., Suite 1800 Atlanta, Georgia 30309 (800) 959-4246
Investment Partners Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Ironclad Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Iron Horse Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
ISI Family of Funds 666 Fifth Ave New York, NY 10103 (212) 446-5606
Issachar Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
ITS Asset Management, LP 1720 WashingtonRd, Wahington,PA 15301 (800) 765-4877
JAG Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
James Advantage Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
James Alpha Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Janus 151 Detroit Street Denver, CO 80206 (303) 316-5589
John Hancock 101 Huntington Ave, Boston, MA 02199 (800) 225-6020
JP Morgan 30 Dan Rd Canton, MA 02021-2809 (800) 338-4345
Kaizen Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
KCM Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Keeley Small Corp. 401 S.LaSalle St.#1201, Chicago,IL 60605 (312) 786-5039
Kellner Funds 615 East Michigan Street Milwaukee, WI 53202 (800) 236-4424
KF Griffin Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Kinetics Asset Management Inc c/o US Bank Corp LLC, PO Box 701, Milwaukee, WI 53201-0701 (914) 703-6900
KKM Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Lazard Asset Management 30 Rockafeller Plaza, NY, NY 10112 (212) 632-1494
Legg Mason & Western Asset Funds 100 first Stamford Place, Stamford, Ct 06902 (203) 703-7083
Legg Mason Partner Funds 100 first Stamford Place, Stamford, Ct 06902 (203) 703-7083
Leland Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Leuthold Funds 33 South Sixth Street, Ste 4600 Minneapolis, MN 55402 516.877.5300
Liberty Street Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-9769
Linde Hansen Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
LJM Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Longboard Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Loomis Sayles 399 Boylston St., Boston, MA 02116 (800) 633-3330
Lord Abbot & Co., LLC 90 Hudson St, Jersey City, NJ 07302 (800) 201-6984
LS Theta Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Madison Funds 550 Science Drive Madison, WI 53711 (608) 216-9190
MainGate MLP Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Mainstay Funds 169 Lackawanna Ave, Parsippany, NY 07054 (973) 394-3553
Managers Distributors Eight Tower Bridge, 161 Washington St. # 1600 Conshohocken, PA 19428 (484) 530-3467
Manning & Napier Fund 290 Woodcliff Drive Fairport, NY 14450 (585) 325-6880
Marathon Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Matrix Capital Group 630-A Fitzwatertown Road, 2nd Floor, Willow Grove, PA 19090-1904 (215) 830-8990
Matthews International Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (866) 251-6920
M.D. Sass Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Merger Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Meridian Fund, Inc. 41 Cedar Ave, Hamilton,HM 12 Bermuda (800) 387-1013
Metropolitan West Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (866) 251-6920
MFS Financial 41 Cedar Ave, Hamilton,HM 12 Bermuda (800) 343-2829
Monte Chesapeake Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Morgan Stanley 100 Front Street, 8th Floor West Conshohocken, PA 19428 (610) 260-7364
Motley Fool Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
MTB Group of Funds 1290 Broadway, Ste 1100, Denver, CO 80203 (720) 917-0611
Muhlenkamp Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Munder 480 Pierce St, Birmingham, MI 48009 (248) 647-9201
Nationwide Fund Dist. LLC PO Box 182205, Columbus, OH 43218 (888) 223-2116
Natixis Global Asset Management 399 Boylston St., Boston, MA 02116 (617) 449-2807
Navigator Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Neuberger Berman 605 Third Ave, 21st FL New York, NY 10158 (646) 497-4798
Newfound Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Nicholas Company Inc. c/o US Bancorp Svs, 615 Michigan St, 3rd Fl, Milwaukee, WI 53201-0701 (414) 755-6398
Northern Funds 690 Taylor Rd, #150, Gahanna, OH 43230 (866) 251-6920
Northern Lights Distributors, LLC / Mutual Fund Series Trust 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
Northern Lights Distributors, LLC / Northern Lights Fund Trust III 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
Northern Lights Distributors, LLC / Saratoga Advantage Trust 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
Northern Lights Distributors, LLC / Two Roads Shared Trust 4020 S 147 ST, Omaha, NE 68137 (402) 493-1731
North Star Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Nuance Funds 615 East Michigan Street Milwaukee, WI 53202 414.905.7961
Nuveen Investments 333 W. Wacker Dr, Chicago, IL 60606 (312) 917-7763
Oakmark Funds 2 N.LaSalle St, Suite 500 Chicago, IL 60602 (312) 621-0574
Oak Ridge Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Oakseed Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Oberweis Funds 3333 Warrenville Road, Suite 500 Lisle, IL 60532 (630) 577-2364
Old Mutual 4643 S. Ulster 6th floor Denver,CO 80237 (888) 772-2888
Olstein Funds 4 Manhattanville Rd Purchase, NY 10577 (914) 269-6111
Oppenheimer Funds PO Box 5270 Denver, CO 80217-5270 (800) 225-5677
Orchard Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Osterweis Funds 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Pacific Advisors Funds 101 N.Brand Blvd#1950, Glendale,CA 91203 (800) 989-6693
Pacific Financial Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Pacific Life 700 Newport Ctr Dr, NewportBch,CA 92660 (800) 722-2333
Palmer Square Capital Management 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Panther Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Parnassus Funds 1 MrktSteuartTwr#1600, San Francisco,CA 94105 (415) 778-0200
Patriot Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
PAX Funds 1290 Broadway, Ste 1100, Denver, CO 80203 303.623.2577
PCS Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Pear Tree Funds 55 Old Bedford Rd, Ste 202 Lincoln, MA 01773 (800) 550-6218
Permanent Portfolio 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Perritt Emerging Opportunities 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Perritt Micro Cap Opportunities 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
Persimmon Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
PFPC/Highmark 760 Moore Rd, King of Prussia, PA 19406 (610) 382-8083
PIA Moderate Duration Bond Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
PIA Short Term Securities Fund 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7640
PIMCO Funds 1345 Avenue of the Americas New York, NY 10105 (800) 700-8258
Pinnacle Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Pioneer Funds 60 State St, Boston, MA 02109 (617) 422-4760
PNC Funds c/o Professional Funds Dist., LLC, 760 Moore Road King of Prussia, PA 19406 (212) 754-5300
Power Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
PRIMECAP Funds 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Princeton Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Principal Funds 620 Coolidge Drive, Suite 300 Folsom, CA 95630 (916) 941-4623
Probabilities Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Profunds 3435 Stelzer Rd, Columbus, OH 43219 (888) 776-5717
Prudential One Corporate Dr, Shelton, CT 06484 (800) 225-1852
PSI Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Putnam Investments 1 Post Office Sq., Boston, MA 02109 (800) 225-2465
Quaker Funds 690 Taylor Rd, #150 Gahanna, OH 43230 (614) 416-8833
Rainier Investment Management Mutual Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7961
Ramius Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Raylor Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
RBB Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
RBC Funds 615 East Michigan Street MK-WI-LC4 Milwaukee, WI 53202 (414) 905-7961
Realty Capital Income Funds Trust One Beacon Street, 14th Floor Boston, MA 02108 (877) 373-2522
Redwood Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Regal Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
RESQ Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Rice Hall James Funds 1 Freedom Valley Drive Oaks, PA 19456 (610) 676-3405
Ridgeworth Capital Management Inc. P.O. Box 182091, Columbus, OH 43218 (888) 784-3863
Rightime Family of Funds 218 Glenside Ave, Wyncote, PA 19095 (800) 242-1421
Riverbridge Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
RiverPark Funds PO Box 219008 Kansas City, MO 64121-9008 (888) 564-4517
RNC Genter Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Robeco Investment Funds 690 Taylor Rd, Suite 150 Gahanna, OH 43230 (614) 416-8822
Roge Partners Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Royce & Associates, LLC 745 Fifth Avenue NY,NY 10151 (212) 486-1445
RS Investments 7 Hanover Square New York, NY 10004 (212) 598-7958
Russell Funds 1301 2nd Ave - 18th Floor Seattle, WA   98101 (206) 505-4276
Rydex Family of Funds 9601 Blackwell Rd#500, Rockville,MD 20850 (800) 820-0888
Safeco P.O.Box 34670, Seattle, WA 98124 (800) 210-1106
Salient MF Trust Funds 690 Taylor Rd, #150 Gahanna, OH 43230 (614) 416-8833
Sandalwood Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Saratoga Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Schooner Funds 615 East Michigan Street Milwaukee, WI 53202 (414) 905-7961
Schroder Funds 875 Third Avenue, 22nd Floor New York, NY 10022-6225 (212) 641-3800
Schwab Funds 1958 Summit Park Drive Ste 200 Orlando, FL 32810 (866) 855-9102
Scout Funds 928 Grand Blvd Kansas City, MO 64106 (816) 391-4109
Seafarer Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
Securities Management & Research 2450 South Shore Blvd, Suite 120 League City, TX 77573 (281) 334-2469
Security Benefit Life One Security Benefit Place Topeka, KS 66636 (800) 888-2461
Security Distributors One Security Pl, Topeka, KS 66636 (800) 888-2461
Segall Bryant & Hamill Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Selected Funds 2949 E Elvira Rd, Suite 101 Tucson, AZ 85756 (800) 243-1575
Seligman Data Corp 100 Park Ave., NY, NY 10017 (212) 850-1864
Sentinel Investments c/o Boston Financial Data Services 30 Dan Rd Canton, MA 02021-2809 (800) 282-3863
SFG Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Sierra Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
SignalPoint Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
SilverPepper Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
SkyBridge Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Smead Funds Trust 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
SMH Representation Trust 17605 Wright Street Omaha, NE 68130 (855) 891-0091
State Street Corporation One Financial Ctr Boston, MA 02111 (800) 531-0131
Steben Alternative Investment Funds 3 Canal Plaza, Suite 100 Portland, ME 04101 (207) 553-7149
SteelPath Funds / Oppenheimer Two World Financial Center 225 Liberty St New York, NY 10281 (212) 323-0565
Stone Toro Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
SunAmerica Mutual Funds Harborside Financial Center 3200 Plaza 5 Jersey City, NJ 07311 (713) 599-4300
Superfund Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Swan Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Tactical Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
TCW Funds, Inc. 865 S.Figueroa St. Los Angeles,CA 90017 (213) 244-0456
Teberg Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Teton Valley Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Thornburg Investment Management 2300 North Ridgetop Road SantaFe, NM 87506 (505) 984-0200
TIAA CREF 730 Third Ave, 13th Floor New York, NY 10017 (212) 916-6150
Timothy Plan c/o Unified Fund Services, Inc. PO Box 6110 Indianapolis, IN 46206 (800) 846-7526
Tocqueville Corporation 40 W 57 Str, NY, NY 10019 (212) 698-0800
Toews Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
TorrayResolute Funds 615 E Michigan Street Milwaukee, WI 53202 (414) 905-7640
Tortoise Funds 615 East Michigan Street Milwaukee, WI 53202 414.905.7961
Touchstone Investments 303 Broadway St, Ste 1100, Cincinatti,OH 45202 (513) 362-8000
Touchstone/Countrywide 312 Walnut St, Cincinnati, OH 45202 (513) 629-2000
Towle Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Transamerica Investors Securities Corp. 440 Mamaroneck Ave Harrison, NY 10528 (914) 627-3000
Transamerica Fund 101 Huntington Ave, Boston, MA 02199-7603 (713) 751-2400
Transparent Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
T Rowe Price 100 East Pratt St Baltimore, MD 21202-1009 (410) 345-2513
Turner Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6233
Tweedy, Browne Funds One Station Place Stamford, CT 06902 (203) 703-0634
Two Oaks Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
UBS Funds 1285 Avenue of the Americas New York, NY 10019-6114 (212) 882-5018
US Bank Stable Asset Fund 800 Nicollet Mall, BC-MN-HO5R Minneapolis, MN 55402 (414) 287-3780
US Global Investors, Inc. 7900 Callaghan Rd, San Antonio, TX 78278 (210) 308-1234
Value Line Fund 220 E 42 St, 6th FL, NY, NY 10017 (212) 907-1878
Van Eck Global 335 Madison Avenue, 19th FL New York, NY 10017 (800) 826-1223
Vanguard PO Box 2900 Valley Forge, PA 19482 (800) 669-0498
Van Kampen One Parkview Plaza, Oakbrook Terr,IL 60181 (630) 684-6000
Vertical Capital Income Fund 17605 Wright Street Omaha, NE 68130 (402) 896-7290
Victory Funds 127 Public Square, Cleveland, OH 44114-1306 (800) 982-3811
Virtus/VP Distributors P.O.Box 2200, Enfield, CT 06083 (617) 742-7825
VOYA Funds 7337 E.Doubletree RanchRd, Scottsdale, AZ 85258 (480) 477-3000
Waddell & Reed 6300 Lamar Ave Shawnee Mission, KS 66202 (888) 923-3355
Walthausen Funds 1010 Franklin Ave, Suite 300A Garden City, NY 11530 (516) 535-3818
Wasatch Funds 150 Social Hall Ave, Salt Lake City,UT84111 (801) 983-4147
WCM Focused Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
W.E. Donoghue Funds 17605 Wright Street Omaha, NE 68130 (402) 493-1731
Wells Fargo Funds 525 Maarket St, San Francisco, CA 94105 (415) 396-0216
Westcore Funds 1225 17 st, 26 fl, Denver, CO 80202 (800) 734-9378
Western Asset Funds 100 first Stamford Place, Stamford, CT 06902 (203) 703-7083
West Shore Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
WHV Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
William Blair 222 West Adams Street Chicago, IL 60606 (312) 364-8833
Wilmington Funds 1290 Broadway, Suite 1100 Denver, CO 80203 (720) 917-0625
WOA Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
Yacktman Funds MIG, Eight Tower Bridge, 161 Washington St, Suite 1600 Conshohocken, PA 19428 (484) 530-3475
Zacks Funds 899 Cassatt Rd, 400 Berwyn Park, Suite 110 Berwyn, PA 19312 (484) 320-6232
Zeo Funds 17605 Wright Street Omaha, NE 68130 (855) 891-0091
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