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Companies
5227 Tax Systems
Advent
Albridge
American Skandia
Ameritas
Annuity Pricing Center
Atlantic Trust
Bank One
Bessemer Trust
Bloomberg
Blue Sky
BNY Mellon
Bridger Insight
Broadridge (formerly ADP)
Centerpiece
Checkfree APL
Crescendo
dbCAMS
Dolphin Data
DST FANMail
Deutsche Bank
Evare
Fast-Tax (Thomson Reuters)
Federated Investors
Feldman Securities Group
Fidelity
FinTech Securities
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Fiserv
Harris Bank
ILX
Investment Scorecard (Informa
Investment Solutions)
Institutional Trading Services
Investigo
Investors Fiduciary
Trust Company - (IFTC)
Investors Independent
Trust Company (IITC)
JP Morgan Chase
LaSalle
Legg Mason
M&T Bank
Matrix Settlement and Clearance
Services
Merrill Lynch
MetLife
Morgan Stanley Dean Witter
New River
Northern Trust
NSCC
OFAC WatchDOG (Attus
Technologies)
Old National Bank
Oppenheimer
Primevest
Project Engagement
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PT Manager
RBC Dain
RM Davis
Robert W Baird
Salomon Smith Barney
Sanford Bernstein
Schwab
Scottsdale Pension
Security Benefit Life
Siebel
SunLife
TS Partners (TranStar)
UBS Financial Services
US Bank
Vanguard
Vertical Management Services
Wachovia Securities
Wolters Kluwer
Wright Investors
Xcitek
Yahoo FinanceGovernment
Reporting
1099, 1098 and 5498 filings
California Franchise Tax Board
NACHA
SEC 13(f)
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