| Vendor Name | Business Lines | MFs | 529 Plan | REIT/LP | Variable Annuities | Fixed/EIA Annuity | Insurances | Stocks | Autocreate | Manual | Primary Data Provider | Collection Method | |||
| A | |||||||||||||||
| Accessor Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | 529 = 529 Plans | |||
| Aflac | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | F = Fixed/EIA Annuities | |||
| AIG/American General Life | F,I | - | - | - | Manual 1 | Automated | Manual 1 | - | F | VA, I | IAS/ - | Automated | Manual | I = Insurances | |
| AIG Sunamerica Asset Mgmt | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | M = Managed | |||
| AIG SunAmerica Life Assurance | VA | DST | - | - | - | - | Manual 1 | - | MF | I | DST/ - | Electronic | Manual | MF = Mutual Funds | |
| AIM Investment Services, Inc | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | R = Reit | |||
| Allegiant Funds | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | VA = Variable Annuities | |||
| Alger Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| AllianceBernstein Investments | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| ALLIANZ | VA | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Allianz Life Insurance Co. (Automation coming soon) | F,I | - | - | - | - | Manual 1 | Manual 1 | - | F, I | IAS/ - | Manual | ||||
| Allianz Life of New York | VA | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Allianz Global Advisors (PIMCO) | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| Allstate Variable Annuity | VA | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Alpine Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| American Beacon Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| American Century Investments | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| American Century Kansas 529 Plan Plan | 529 | - | DST | - | - | - | - | - | 529 | - | Electronic | ||||
| American Equity Investment | F,E | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | ||||
| American Fidelity Assurance Co | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | ||||
| American Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| American Heritage | F | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | ||||
| American Investors | F | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | ||||
| American Mutual Life Ins Co. | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | ||||
| American National Ins. Co. | F | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | ||||
| American Performance Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| American Pioneer Life | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | ||||
| American Progressive L&H of NY | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | ||||
| American Skandia/Prudential Financial | VA | - | - | - | DST | - | - | - | VA | DST | Electronic | ||||
| American Stock Exchange (AMEX) | S | - | - | - | - | - | - | Pershing | S | Pershing | Electronic | 529 = 529 Plans | |||
| American United Life Insurance | VA | - | - | - | DST | - | - | - | VA | DST | Electronic | F = Fixed/EIA Annuities | |||
| Ameritas/Indianapolis Life | F,I | - | - | - | - | Manual 1 | Manual 1 | - | F, I | IAS/ - | Manual | I = Insurances | |||
| Ameritas Variable Annuity | VA | - | - | - | DST | - | - | - | VA | DST | Electronic | MA = Managed | |||
| AmerUs Annuity Group | F | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | MF = Mutual Funds | |||
| Annuity Investors Life Ins. Co. | VA | - | - | - | DST | - | - | - | VA | DST | Electronic | R = Reit | |||
| Aquila Funds | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | VA = Variable Annuities | |||
| Ariel MFs | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Assetmark Investment Services | M | Manual 1 | - | - | - | - | - | - | MA | IAS | Manual | ||||
| Aston Funds | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| Aviva Life & Annuity | F | - | - | - | - | Automated | - | - | F | IAS | Automated | ||||
| AXA Equitable | VA | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| B | |||||||||||||||
| Bankers United Life Assurance Co. | F | - | - | - | - | Manual 1 | - | - | F | IAS | Manual | ||||
| Banner Life Ins. Co. | I | - | - | - | - | - | Manual 1 | - | I | - | |||||
| Bear Stearns | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| Behringer Harvard Funds | R | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Beneficial Standard Life Insurance Co. | F | - | - | - | - | - | Manual 1 | - | I | - | |||||
| Best of America Advisory Services | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| Blackrock Funds | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| C | |||||||||||||||
| Calvert Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | 529 = 529 Plans | |||
| Centennial Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | F = Fixed/EIA Annuities | |||
| Chase Insurance Company | F | - | - | - | Automated | Automated | - | - | F, VA | IAS | Automated | I = Insurances | |||
| CLS Investment Firm, LLC | M | Manual 1 | - | - | - | - | - | - | MF | IAS | Manual | M = Managed | |||
| CNL (REIT) | R | - | - | DST | - | - | - | - | R | DST | Electronic | MF = Mutual Funds | |||
| Cole Capital REIT | R | - | - | DST | - | - | - | - | R | DST | Electronic | R = Reit | |||
| College Choice 529 Plan Invest Plan | 529 | - | DST | - | - | - | - | - | 529 | DST | Electronic | VA = Variable Annuities | |||
| Columbia 529 Plan Plan | 529 | - | DST | - | - | - | - | - | 529 | DST | Electronic | ||||
| Columbia Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Columbia Future Scholar 529 Plan ColSavPl | 529 | - | DST | - | - | - | - | - | 529 | DST | Electronic | ||||
| Columbia NY 529 Plan Advisor Plan | 529 | - | DST | - | - | - | - | - | 529 | DST | Electronic | ||||
| Conseco | I | - | - | - | - | Manual 1 | Manual 1 | - | F, I | IAS/ - | Manual | ||||
| Cotton States Life Insurance Co. | I | - | - | - | - | - | Manual 1 | - | I | - | Manual | ||||
| Credit Suisse Funds | MF | DST | - | - | - | - | - | - | Yes | DST | Electronic | ||||
| D | |||||||||||||||
| Davis Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | 529 = 529 Plans | |||
| Delaware Investments | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | F = Fixed/EIA Annuities | |||
| Delaware Retirement Plans | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | I = Insurances | |||
| DireXion Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | M = Managed | |||
| Dividend Capital Trust | R | - | - | DST | - | - | - | - | R | DST | Electronic | MF = Mutual Funds | |||
| Dodge & Cox Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | R = Reit | |||
| Domini Funds | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | VA = Variable Annuities | |||
| Dreyfus | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Dunham & Associates | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| DWS Scudder | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| E | |||||||||||||||
| Eaton Vance | MF | DAZL* | - | - | - | - | - | - | MF | DAZL* | Electronic | ||||
| Edvest / Tomorrow Scholar 529 Plan | 529 | DST | - | - | - | - | - | 529 | DST | Electronic | |||||
| Emerald Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Empire General Life | F | - | - | - | - | Manual 1 | Manual 1 | - | F, I | IAS | Manual | ||||
| Empiric Funds Inc | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| Enterprise/AXA Enterprise Fund | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||
| EquiTrust Life Insurance Co. | F | - | - | - | - | Manual 1 | Manual 1 | - | F, I | IAS | Manual | ||||
| Everbank | R | - | - | DST | - | - | - | - | R | DST | Electronic | ||||
| Evergreen Funds | MF | DST | - | - | - | - | - | - | Yes | DST | Electronic | ||||
| F | |||||||||||||||
| Federated Services Corp | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | 529 = 529 Plans | |||
| Fidelity Advisor Funds | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | F = Fixed/EIA Annuities | |||
| Fidelity Advisor Offshore Fund | MF | DST | - | - | - | - | - | - | MF | DST | Electronic | ||||