Fund Company Information

Contact Information for Fund Companies Included in YCharts Database

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Federated 800-341-7400 www.federatedinvestors.com
BlackRock 800-441-7762 www.blackrock.com
RBC Global Asset Management. 800-422-2766 www.rbcgam.us
AIG 800-858-8850 https://www.aig.com/getprospectus
Principal Funds 800-222-5852 www.principalfunds.com
Delaware Funds by Macquarie 800-523-1918  
Hartford Mutual Funds 888-843-7824 www.hartfordfunds.com
Madison Funds 800-877-6089 www.madisonfunds.com
Franklin Templeton Investments 877-721-1926 www.franklintempleton.com
T. Rowe Price 800-638-8790 www.troweprice.com
PGIM Funds (Prudential) 800-225-1852 www.pgiminvestments.com
Bullfinch 888-285-5346  
New York Life Investment Management LLC 800-624-6782 www.nylim.com/institutional
Rydex Funds 800-820-0888 www.guggenheiminvestments.com
Thrivent Funds 800-847-4836 ThriventFunds.com
Neuberger Berman 877-628-2583 www.nb.com
Jackson National 800-644-4565 www.jackson.com
Loomis Sayles Funds 800-633-3330 www.loomissayles.com
Spirit of America 800-452-4892  
Columbia Threadneedle 800-345-6611 www.columbiathreadneedleus.com
Fidelity Investments 877-208-0098 www.institutional.fidelity.com
Russell 800-787-7354 https://russellinvestments.com
American Century Investments 800-345-2021 www.americancentury.com
Northern Funds 800-595-9111 www.northernfunds.com
MassMutual 888-309-3539 http://www.massmutual.com/funds
William Blair 800-635-2886 www.williamblair.com
Nuveen 800-257-8787 www.nuveen.com
SEI 800-342-5734 www.seic.com
Aberdeen 866-667-9231 http://www.aberdeen-asset.com
MFS 800-225-2606 www.mfs.com
Touchstone 800-543-0407 www.touchstoneinvestments.com
American Trust 800-385-7003 www.amertrust.com
Vanguard 888-809-8102 www.vanguard.com
Thornburg 800-847-0200 www.thornburg.com
Allspring Global Investments 866-701-2575 www.allspringglobal.com
Putnam 800-225-1581 www.putnam.com
Lord Abbett 888-522-2388 www.lordabbett.com
Victory Capital 800-539-3863 www.vcm.com
Dimensional Fund Advisors 888-576-1167 www.dimensional.com
Dean Fund 888-899-8343 www.deanmutualfunds.com
Guggenheim Investments 800-820-0888 www.guggenheimpartners.com
Lisanti SmallCap 800-441-7031 www.lisantismallcap.com
AMG Funds 800-548-4539 www.amgfunds.com
PIMCO 888-877-4626 www.pimco.com
BNY Mellon 800-373-9387 www.bnymellonim.com/us
Empiric Funds 888-839-7424 www.empiricfunds.com
John Hancock 800-225-5291 jhinvestments.com
Virtus 800-243-1574 www.virtus.com
Kinetics 800-930-3828 www.kineticsfunds.com
RMB Funds 800-462-2392 www.rmbfunds.com
Goldman Sachs 800-621-2550 www.gsamfunds.com
GMO 617-346-7646 www.gmo.com
JPMorgan 800-480-4111 https://www.jpmorganfunds.com
Angel Oak 855-751-4324 www.angeloakcapital.com
Manning & Napier 800-466-3863 www.manning-napier.com
Anchor 844-594-1226 www.anchorcapitalfunds.com
Harding Loevner 877-435-8105 www.hardingloevnerfunds.com
Upright Investments Trust 877-385-2720  
Pioneer Investments 800-225-6292 www.pioneerinvestments.com
VanEck 800-826-1115 www.vaneck.com
Al Frank 888-263-6443 www.alfrank.com
Ivy Funds 800-777-6472 www.ivyinvestments.com
Eaton Vance 800-262-1122 www.eatonvance.com
DWS 800-728-3337 dws.com
Voya 800-992-0180 www.voyainvestments.com
AllianceBernstein 800-227-4618 www.abglobal.com
Saratoga 800-807-3863 http://www.saratogacap.com/
Praxis Mutual Funds 800-977-2947 www.praxismutualfunds.com
Hennessy 800-966-4354 www.hennessyfunds.com
ProFunds 888-776-3637 www.profunds.com
American Growth 800-525-2406 www.americangrowthfund.com
Morgan Stanley 800-548-7786 www.morganstanley.com
Paydenfunds 800-572-9336 www.payden.com
Tributary Funds 800-662-4203 www.tributaryfunds.com
Neiman Funds 877-385-2720 www.neimanfunds.com
Natixis Funds 800-225-5478 NGAM.natixis.com
Lazard 800-823-6300 www.lazardassetmanagement.com
Invesco 800-959-4246 www.invesco.com/us
TCW 800-386-3829 www.tcw.com
Davis Funds 800-279-0279 www.davisfunds.com
Hotchkis & Wiley 866-493-8637 www.hwcm.com
Aquila 800-437-1000 www.aquilafunds.com
WesMark 800-864-1013 www.wesmarkfunds.com
Catalyst Mutual Funds 866-447-4228 www.catalystmutualfunds.com
Carillon Family of Funds 800-996-2862 www.carillontower.com
Metropolitan West Funds 800-241-4671 www.mwamllc.com
Guinness Atkinson 800-915-6566 www.gafunds.com
Alger 800-992-3863 www.alger.com
Nationwide 800-848-0920 www.nationwide.com/mutualfunds
Monteagle Funds 888-263-5593 www.monteaglefunds.com
Rational Funds 800-253-0412 www.rationalmf.com
AlphaCentric Funds 844-223-8637 www.AlphaCentricFunds.com.
HSBC 800-782-8183  
State Street Global Advisors 800-242-0134 www.ssga.com
Calamos 800-582-6959 www.calamos.com
Glenmede 800-442-8299 www.glenmede.com
Great-West Funds 866-831-7129 www.greatwestfunds.com
Gabelli 800-422-3554 www.gabelli.com
BBH 800-575-1265 www.bbhfunds.com
Commonwealth Intl Series Tr 888-345-1898 www.commonwealthfunds.com
Laudus Funds 877-824-5615 http://www.mondrian.com/mutualfunds/
Royce Investment Partners 800-221-4268 https://www.royceinvest.com/
Direxion Funds 800-851-0511 www.direxionfunds.com
UBS Asset Management 800-647-1568 www.ubs.com
Emerald 855-828-9909 www.emeraldmutualfunds.com
Cohen & Steers 800-437-9912 www.cohenandsteers.com
IntegrityVikingFunds 800-276-1262 www.integrityvikingfunds.com
Marsico Investment Fund 888-860-8686 www.marsicofunds.com
AAM 888-966-9661 www.aamlive.com/publicsite/mutual-funds
ABR 855-422-4518 http://www.abrdynamicfunds.com/
LGM Capital 844-655-9371  
Penn Mutual Asset Management 877-762-6552 www.pennmutualam.com
Matthews Asia Funds 800-789-2742 www.matthewsasia.com
Wilmington Funds 800-836-2211 www.wilmingtonfunds.com
Old Westbury 800-607-2200  
Baron Capital Group 800-992-2766 www.BaronFunds.com/performance
Homestead 800-258-3030 www.homesteadfunds.com
TIAA Investments 877-518-9161 www.tiaa.org
LKCM 800-688-5526 www.lkcm.com
Oakmark 800-625-6275 www.oakmark.com
Marathon Value 800-788-6086 www.marathonvalue.com
Johnson Mutual Funds 800-541-0170 www.johnsonmutualfunds.com
Artisan 866-773-7233 www.artisanfunds.com
Janus Henderson 877-335-2687 janushenderson.com
Segall Bryant & Hamill 800-392-2673 sbhic.com
First Eagle 800-334-2143 www.firsteaglefunds.com
Wilshire Mutual Funds 866-591-1568 www.advisor.wilshire.com
Transamerica 888-233-4339 www.transamericafunds.com
Advisors Preferred 855-650-7453 www.advisorspreferred.com
Bishop Street 800-262-9565 www.bishopstreetfunds.com
Teton Westwood Funds 800-422-3554 www.gabelli.com
Calvert Research and Management 800-368-2745 www.calvert.com
Conestoga Capital Advisors 800-494-2755 www.conestogacapital.com
Longleaf Partners 800-445-9469 www.longleafpartners.com
Bridgeway 800-661-3550 www.bridgeway.com
Eagle MLP 888-868-9501  
EIP Funds 844-766-8694  
Sprott 800-697-3863 www.sprottetfs.com
Capital Advisors 866-205-0523 http://capadvfunds.com/
Sterling Capital Funds 800-228-1872 www.sterlingcapitalfunds.com
Polaris Funds 888-263-5594 www.polariscapital.com
Perkins 800-998-3190 www.perkinscapital.com
Boston Partners 888-261-4073 www.boston-partners.com
Chartwell Investment Partners 888-995-5505 www.chartwellip.com
ICON Funds 800-764-0442 www.iconfunds.com
Wasatch 800-551-1700 www.wasatchfunds.com
Highland Funds 877-665-1287 www.highlandfunds.com
Thomas White Funds 800-811-0535 www.thomaswhite.com
Pear Tree Funds 800-326-2151 www.peartreefunds.com
Schwab Funds 877-824-5615 www.schwabfunds.com
Olstein 800-799-2113 www.olsteinfunds.com
Boston Trust Walden Funds 800-282-8782 www.btim.com
Crossmark Steward Funds 800-262-6631 https://www.crossmarkglobal.com/stewardfunds/
Howard Capital Management 855-969-8464 www.howardcmfunds.com
Third Avenue 800-443-1021 www.thirdavenuefunds.com
Selected Funds 800-243-1575 www.selectedfunds.com
Gotham 877-974-6852 www.Gothamfunds.com
American Beacon 800-658-5811 www.americanbeaconfunds.com
Miller Value Funds 888-593-5110 www.millervaluefunds.com
Cornerstone 888-762-1442 http://www.aicfundholdings.com
Becker 800-551-3998 www.beckervaluefunds.com
American Funds 800-421-4225 www.americanfunds.com
MH Elite 800-318-7969 www.mhelite.com
MP 63 877-676-3386 www.mp63fund.com
Davenport 800-281-3217 www.investdavenport.com/davenport-asset-management
AQR Funds 866-290-2688 www.aqrfunds.com
Oberweis 800-323-6166 www.oberweisfunds.com
Commerce 800-995-6365 www.commercefunds.com
Congress 888-688-1299 www.congressasset.com/funds
Cullen Funds Trust 877-485-8586 www.cullenfunds.com
JOHCM Funds 866-260-9549 www.johcm.com
Buffalo 800-492-8332 www.buffalofunds.com
IMS 877-244-6235 www.imsfunds.com
Holland Series Trust 800-304-6552 www.thehollandfund.com
Aperture Investors 888-514-7557  
Plumb Funds 866-987-7888 www.plumbfunds.com
James Alpha Advisors 800-807-3863  
Schroder 800-464-3108 www.schroderfunds.com/
Pacific Funds Series Trust 800-722-2333 www.pacificlife.com
Meeder Funds 800-325-3539 www.meederfunds.com
1919 Funds 844-828-1919 www.1919Funds.com
DGI 855-344-3863 www.dgifund.com/howtoinvest.php
Shelton Capital Management 800-955-9988 www.sheltoncap.com
Macquarie Investment Management 800-231-8002 macquarie.com/investment-management
Fuller & Thaler 888-912-4562 www.fullerthalerfunds.com
Westwood 877-386-3944 www.westwoodfunds.com
Community Capital Management 800-220-8888 www.ccmfixedincome.com
Cavanal Hill funds 800-762-7085 www.cavanalhillfunds.com
Firsthand Funds 888-884-2675 www.firsthandfunds.com
GuideStone Funds 888-473-8637 www.guidestonefunds.org
Polar Capital 800-806-1112  
FAM 800-932-3271 www. famfunds.com
Domini 800-582-6757 www.domini.com
Mission Funds 800-673-0550 www.themissionfunds.com
Brown Advisory Funds 800-540-6807 www.brownadvisoryfunds.com
CRM 800-276-2883 www.crmfunds.com
LoCorr Funds 855-523-8637 www.LoCorrFunds.com
Brookfield Investment Funds 855-244-4859 www.brookfieldim.com
Green Century 800-934-7336 www.greencentury.com
STONE RIDGE 855-609-3680  
Zacks Funds 888-453-4003 www.zacksfunds.com
Palmer Square 866-933-9033 http://www.palmersquarefunds.com
Champlain Funds 866-773-3238 www.cipvt.com
Nottingham 800-773-3863 www.ncfunds.com
Auxier Funds 877-328-9437 www.auxierasset.com
CrossingBridge 888-898-2780 www.crossingbridgefunds.com
MProved 833-677-6833  
361 Funds 888-736-1227 www.361capital.com
Spyglass Capital Management 888-878-5680 http://www.spyglassfunds.com/
Baird 866-442-2473 www.bairdfunds.com
Footprints 800-595-4866 www.footprintsfund.com
Heitman 888-799-2944  
Oak Associates 888-462-5386 www.oakfunds.com
GuidePath 888-278-5809 www.AssetMark.com
GuideMark 888-278-5809 www.AssetMark.com
The Pacific Financial Group 888-451-8734 www.TPFG.com
Dodge & Cox 800-621-3979 www.dodgeandcox.com
Mutual of America 800-468-3785 www.mutualofamerica.com
Jacob 888-522-6239 www.jacobinternet.com
Destinations Funds 877-771-7979 www.destinationfunds.com
Timothy Plan 800-846-7526 www.timothyplan.com
Polen Capital 888-678-6024 www.polencapital.com
Harbor 800-422-1050 www.harborfunds.com
Salient Funds 800-999-6809 www.salientfunds.com
City National Rochdale 888-889-0799 www.citynationalrochdalefunds.com
PFM Multi-Manager Series Trust 883-736-6678  
JAG Capital Management 855-552-4596 www.JAGCapitalFunds.com
FS Investments 877-372-9880 www.fsinvestments.com
Dupree 800-866-0614 www.dupree-funds.com
Redwood 855-733-3863 www.redwoodmutualfund.com
WCM Investment Management 888-988-9801 www.wcminvest.com
Aspiriant 877-997-9971 www.aspiriantfunds.com
Ave Maria Mutual Funds 888-726-9331 www.avemariafunds.com
Allied Asset 877-417-6161 www.investaaa.com
Trust for Credit Unions 800-342-5828 www.trustcu.com
Mondrian 888-832-4386 www.mondrian.com/mutualfunds
Hillman Capital Management 800-773-3863 www.hillmancapital.com
Lawson Kroeker 855-698-1378  
DoubleLine 877-354-6311 www.doublelinefunds.com
Cargile 888-204-1128 www.cargilefund.com
Ashmore 866-876-8294 http://www.ashmoregroup.com/
Six Circles 212-464-2070 https://www.sixcirclesfunds.com
North Country Funds 888-350-2990 www.arrowfinancial.com
Diamond Hill Funds 888-226-5595 www.diamond-hill.com
FMI Funds 800-811-5311 http://www.fmifunds.com.
AMF 800-247-9780 www.amffunds.com
Fort Pitt Capital Funds 866-688-8775 www.fortpittcapital.com
Villere 866-209-1129 www.villere.com
Fairholme 866-202-2263 www.fairholmefunds.com
DF Dent Funds 866-233-3368 www.dfdent.com
Cove Street Capital 866-497-0097 www.covestreetfunds.com
Forester 800-388-0365 www.forestervalue.com
Meehan Focus 866-884-5968 www.meehanmutualfunds.com.
Clough 855-425-6844 www.cloughglobal.com
BNY Mellon Funds 800-373-9387 www.bnymellon.com
Secure Investment Management 202-551-8090 http://www.secureinvestmentmanagement.com/
Causeway 866-947-7000 www.causewayfunds.com
Tortoise Capital Advisors 888-665-1414 www.tortoiseadvisors.com/
FPA 800-638-3060 www.fpafunds.com
Credit Suisse (New York, NY) 877-870-2874 www.credit-suisse.com/us/funds
North Star 855-580-0900 www.nsinvestfunds.com
LSV Fund 888-386-3578 www.lsvasset.com
Cambiar Funds 866-777-8227 www.cambiar.com
SA Funds 844-366-0905 www.sa-funds.net
USA Mutuals 866-264-8783 www.usamutuals.com
Needham 800-625-7071 www.needhamfunds.com
Teberg 866-209-1964 www.tebergfund.com
Brown Capital Management 877-892-4226 http://www.browncapital.com/mid-funds-overview.html.
Independent Franchise Partners 855-233-0437 www.franchisepartners.com/funds
AXS 833-297-2587 www.axsinvestments.com
Vaughan Nelson 888-660-6610 www.vaughannelson.com
HVIA Equity Fund 888-209-8710  
Driehaus 800-560-6111 www.driehaus.com
Weitz 800-304-9745 www.weitzfunds.com
Ziegler 833-777-1533 www.zcmfunds.com
Kayne Anderson 844-955-2963 www.kaynecapital.com
Eventide Funds 877-771-3836 www.eventidefunds.com
Great Lakes Funds 855-278-2020 www.glafunds.com
CBOE Vest 855-505-8378 www.cboevestfunds.com
BMO Funds 800-236-3863 www.bmofunds.com
Fund X 866-455-3863 www.upgraderfunds.com
Arbitrage Fund 800-295-4485 https://arbitragefunds.com
Seven Canyons 800-551-1700 www.sevencanyonsadvisors.com
Manor Investment Funds 800-663-4851 www.morriscapitaladvisors.com
Hancock Horizon 888-422-2654 www.hancockhorizonfunds.com
1290 Funds 888-310-0416 www.1290Funds.com
Ecofin 855-822-3863 www.ecofininvest.com
Adler 800-408-4682 www.adlervaluefund.com
Abbey Capital 844-261-6484 http://www.abbeycapital.com/
Acuitas Investments 844-805-5628 www.acuitasinvestments.com
Motley Fool 888-863-8803 www.foolfunds.com
Cushing Funds 888-878-4080 www.cushingfunds.com
Astor 877-738-0333 www.astorimfunds.com
Barings Funds 855-439-5459 www.barings.com
Centre Funds 855-298-4236 www.centrefunds.com
EntrepreneurShares 877-271-8811 www.ershares.com
Blue Chip Investor Fund 877-673-3119 www.bluechipinvestorfund.com
U.S. Global Investors 800-873-8637 www.usfunds.com
GoodHaven 855-654-6639 www.goodhavenfunds.com
RiverNorth Funds 888-848-7569 www.rivernorthfunds.com
MD Sass 800-276-1262  
Poplar Forest Capital 877-522-8860 www.poplarforestfunds.com
Vulcan Value Partners 877-421-5078 www.vulcanvaluepartners.com
Davidson Mutual Funds 877-332-0529 www.davidsonmutualfunds.com
RWC 855-792-3863 www.rwcpartners.com
Frost Funds 877-713-7678 www.frostbank.com
PT Asset Management 877-738-9095 www.ptamfunds.com
Ppm America 844-446-4776 www.ppmamerica.com/ppmfunds
Marmont Funds 833-627-6668  
Parnassus 800-999-3505 www.parnassus.com
Wireless 800-590-0898 www.wireless-fund.com
Ariel Investments 800-292-7435 www.arielinvestments.com
Flippin, Bruce & Porter Funds 866-738-1127 www.fbpfunds.com
Bruce 800-872-7823 www.thebrucefund.com
Mairs & Power 800-304-7404 www.mairsandpower.com
Campbell & Company 888-838-0770 www.campbell.com
Midas 800-400-6432 www.midasfunds.com
Heartland 800-432-7856 www.heartlandfunds.com/
Cutler 888-288-5374 www.cutler.com
Clipper Fund 800-432-2504 www.clipperfund.com
GQG Partners 866-362-8333 www.gqgpartners.com
iM Global Partner (US) 888-898-1041 www.imglobalpartner.com
KBI 833-658-4739  
Sextant Mutual Funds 800-728-8762 www.sextantfunds.com
Value Line 800-243-2729 www.vlfunds.com
F/m investments, LLC 888-553-4233 http://www.fmacceleration.com
VALIC 800-448-2542 https://www.valic.com
Meridian 800-446-6662 www.meridianfund.com
Dunham Funds 888-338-6426 www.dunham.com
PartnerSelect 800-960-0188 www.partnerselectfunds.com
Frank Funds 800-659-8044 www.frankfunds.com
Bridges 866-934-4700 www.bridgesinv.com
North Square 855-551-5521 www.northsquareinvest.com
Leuthold 800-273-6886 www.leutholdfunds.com
Mesirow Financial 833-637-4769 www.mesirowfinancial.com
Pax World 800-372-7827 www.paxworld.com
Acadian Funds 866-226-6161 www.acadian-asset.com
Hussman Funds 800-487-7626 www.hussmanfunds.com
RQSI 844-445-7774 www.rqsifunds.com
Argent 888-898-5288 http://argentcapital.com/
Amana 888-732-6262 www.amanafunds.com
LeeHawaii 808-988-8088  
Osterweis 866-236-0050 www.osterweis.com
Provident 855-739-9950 www.provfunds.com
Capital Group 866-421-2166  
Grandeur Peak Funds 855-377-7325 www.grandeurpeakglobal.com
Wellington Shields 888-626-3863 http://www.wellingtonshields.com/
Freedom Funds 800-572-0069  
Newfound 855-394-9777 www.thinknewfound.com
Phaeacian 800-982-4372 https://www.phaeacianpartners.com/
Altair 844-261-6482  
CGM 800-345-4048 www.cgmfunds.com
Avantis Investors 833-928-2684 avantisinvestors.com
CS McKee 866-625-3346 www.csmckee.com
Cavalier 800-773-3863 www.cavalierfunds.com
Tweedy, Browne 800-432-4789 www.tweedy.com
Ancora 866-626-2672 www.ancorafunds.com
Concorde 800-294-1699  
Copley 877-881-2751  
Schwartz 888-726-0753 www.schwartzvaluefund.com
Toews Funds 877-558-6397 www.ToewsCorp.com.
Keeley 800-422-3554 www.keeleyfunds.com
Saturna Capital 800-728-8762 www.saturna.com
New Alternatives 800-423-8383 www.newalternativesfund.com
Papp 877-370-7277 www.pappmutualfunds.com
Sit 800-332-5580 www.sitfunds.com
Nicholas 800-544-6547 www.nicholasfunds.com
Westchester Capital 800-343-8959 http://www.westchestercapitalfunds.com
Terra Firma Asset Management 800-823-6300 www.terrafirmafunds.com
Barrett 877-363-6333 www.barrettasset.com
YCG FUNDS 855-444-9243 www.ycgfunds.com
Williamsburg Investment Trust 866-738-1126 www.jamestownfunds.com
Brandes 800-395-3807 www.brandesfunds.com/
TS&W Funds 866-487-9386 www.tswinvest.com
Matrix/LMH 866-209-1965 www.matrixadvisorsvaluefund.com
James Advantage 800-995-2637 www.jamesfunds.com
Walthausen Funds 888-925-8428 www.walthausenfunds.com
Azzad Fund 888-350-3369 www.azzadfunds.com.
Jensen 800-992-4144 www.jenseninvestment.com
Hodges 866-811-0224 www.hodgesfund.com
Lyrical 888-884-8099 www.lyricalam.com
Leavell 866-738-1125 www.leavellinvestments.com
Ninety One 844-426-8721 www.ninetyone.com
Greenspring 800-366-3863 www.greenspringfund.com
American Independence 866-410-2006 www.americanindependence.com
Mercator 800-869-1679 https://mercatormutualfunds.com/
Caldwell & Orkin 800-467-7903 www.caldwellorkin.com
Crawford 800-431-1716 www.crawfordinvestment.com
SMI Funds 877-764-3863 www.smifund.com
Tocqueville 800-697-3863 www.tocqueville.com
ICM Series Trust 866-234-5426 www.icomd.com
Sequoia 800-686-6884 www.sequoiafund.com
Reynolds 800-773-9665 www.reynoldsfunds.com
Perritt 800-332-3133 www.perrittmutualfunds.com
Mercer Funds 888-887-0619  
Horizon Investments 855-754-7932 www.horizonmutualfunds.com
Riverbridge 888-447-4470 www.riverbridge.com
Conquer Risk 888-774-6679 www.conquerrisk.fund
Summit Global Investments 855-744-8500 summitglobalinvestments.com
Payson Funds 800-805-8258 www.hmpayson.com
Permanent Portfolio 800-341-8900 www.permanentportfoliofunds.com
Northeast Investors 800-225-6704 www.northeastinvestors.com
Monetta 800-241-9772 www.monetta.com
OCM 800-628-9403 www.ocmgoldfund.com
Muhlenkamp 800-860-3863 www.muhlenkamp.com
Blackstone 855-890-7725 www.blackstone.com
Pacific Capital 888-678-6034 www.pacificcapitalfunds.com
Navigator Funds 877-766-2264 www.navigatorfund.com.
KKM 844-767-3863 www.KKMarmorfunds.com
Strategic Global Advisors 866-778-6397 www.sgadvisors.com
Wealthfront 877-910-4232  
Matisse Funds 800-773-3863 https://www.nottinghamco.com/fundpages/Matisse/
Volumetric 800-541-3863 www.volumetric.com
Waycross 866-267-4304 www.waycrossfunds.com
Applied Finance Advisors 800-673-0550 funds.appliedfinanceadvisors.com
Wall Street 800-443-4693 www.evercorewealthfunds.com
CornerCap 888-813-8637 www.cornercap.com
PIA Mutual Funds 800-251-1970 www.pacificincome.com
Torray 800-626-9769 www.torray.com
Swan 877-896-2590 www.swandefinedriskfunds.com
State Farm 800-447-0740 www.statefarm.com
Rice Hall James 866-474-5669 www.rhjfunds.com
Sound Shore 800-551-1980 www.soundshorefund.com
ATAC Fund 855-282-2386 www.atacfund.com
Securian 800-207-7108 www.securianamfunds.com
Sparrow 888-727-3301 www.sparrowfunds.com
Edgar Lomax 866-205-0524 www.edgarlomax.com
Goehring & Rozencwajg 844-464-6467 http://www.gorozen.com/#
Thompson IM 800-999-0887 www.thompsonim.com
Chesapeake 800-430-3863 www.chesapeakefunds.com
Tanaka 877-482-6252 www.tanaka.com
Symmetry Partners 844-796-3863 www.symmetrypartners.com
Matrix Advisors Funds Trust 866-209-1965  
Chase 888-861-7556 www.chasegrowthfunds.com
Boyar Value Fund 800-266-5566 www.boyarvalue.com
SouthernSunFunds 800-835-3879 www.SouthernSunFunds.com
Shenkman Funds 855-743-6562 www.shenkmancapital.com/funds
Bogle 877-264-5346 www.boglefunds.com
Pinnacle 888-985-9830 www.pinnacledynamicfunds.com
Matthew 25 888-625-3863 www.matthew25fund.com
AAAMCO 800-247-9780 http://austinatlantic.com/
Berkshire 877-526-0707 www.berkshirefunds.com
LEADER 800-711-9164 www.leadercapital.com
Donoghue Forlines LLC 877-779-7462 https://www.donoghueforlinesfunds.com/
Wrona Investment Management 180-056-4389  
Torray Resolute 844-406-4960 http://www.torrayresolute.com/
Centerstone Investors 877-314-9006 http://www.centerstoneinv.com/
Edgewood 800-791-4226 www.edgewoodfunds.com
CM Advisors 888-859-5856 www.cmadvisorsfunds.com
Intrepid Funds 866-996-3863 www.intrepidcapitalfunds.com
Aasgard 877-476-1909 www.coldstream.com/mutual-fund-home
ALPS 866-759-5679 www.alpsfunds.com
Foundry 800-247-1014 www.foundrypartnersllc.com
Absolute Strategies 888-992-2765 www.absoluteadvisers.com
Snow Capital Funds 877-766-9363 www.snowfunds.com
ACM 844-798-3833 www.ACM-Funds.com
Frontier Funds 888-825-2100 www.frontiermutualfunds.com
Changing Parameters 866-618-3456  
Aristotle 888-661-6691 www.aristotlefunds.com
Cardinal Capital 844-226-7342 www.cardcap.com/mutualfunds
Adirondack Funds 888-686-2729 www.adirondackfunds.com
Yorktown Funds 800-544-6060 www.yorktownfunds.com
Kopernik 855-887-4544 http://www.kopernikglobal.com
Scharf Investments 866-572-4273 https://scharfinvestments.com/
Arrow Funds 877-277-6933 www.arrowfunds.com
Pzena 844-796-1996 www.pzena.com
ACR Alpine Capital Research 855-955-9552 www.acr-invest.com
Soundwatch Capital 888-244-4601 www.soundwatch.com
Muzinich 855-689-4642 www.MuzinichUSFunds.com
Fiera Capital 855-771-7119 https://us.fieracapital.com/
Archer 800-238-7701 www.thearcherfunds.com
WP Trust 877-244-6235  
Paradigm Funds 877-593-8637 www.paradigm-funds.com
BTS 877-287-9820 www.btsfunds.com.
First Republic 888-928-0298 funddocs.filepoint.com/firstrepublic/foundersindex
Stadion Funds 866-383-7636 www.stadionfunds.com
Adam Asset Funds 800-704-6072 www.funddocuments.com
Camelot Funds 800-220-8888 www.CamelotFunds.com
Iron Funds 877-322-0575 www.ironfunds.com
NorthQuest Fund 800-239-9136 www.northquestfund.com
TOBAM Core Investments 844-282-6161 http://www.tobam.fr/
Symons 877-679-6667 www.scm-funds.com
Clarkston Funds 844-680-6562 www.clarkstonfunds.com
Appleseed Fund 800-470-1029 www.appleseedfund.com
IVA Funds 866-941-4482 www.ivafunds.com
Reinhartfunds 855-774-3863 www.reinhartfunds.com
First Trust 800-621-1675 http://www.ftportfolios.com/
Oakhurst 844-625-4778  
AGF Investments 833-243-3863 www.agf.com
Counterpoint Mutual Funds 844-273-8637 www.counterpointmutualfunds.com
Longboard 855-294-7540 www.longboardmutualfunds.com
AAMA 800-701-9502 www.aamafunds.com
Jackson Square 844-577-3863 www.jspfunds.com
Raub Brock 888-552-5520  
Guardian 800-957-0681  
Axonic 833-429-6642 www.axoniccap.com
Beacon Investment Advisory 844-894-9222 http://www.beacontrust.com/
O'Shaughnessy Asset Management 877-291-7827  
Q3 Asset Management Corporation 855-784-2399 www.q3tactical.com
Lebenthal 888-484-5766 www.dcmmutualfunds.com
Bramshill Investments 877-272-6718 www.bramshillinvestments.com
Penn Capital Management 844-302-7366 www.penncapitalfunds.com
TOPS 855-572-5945  
Clark Fork Trust 866-738-3629 www.tarkiofund.com
Union Street Partners 800-673-0550 www.unionstreetvaluefund.com
DUNDAS 844-536-7414 www.dundasglobal.com
Boyd Watterson 877-345-9597 www.boydwattersonfunds.com
AmericaFirst Funds 877-217-8363 www.afcm-quant.com
Canterbury Investment Management 844-838-2121 www.canterburygroup.com
Logan Capital 855-215-1200 www.logancapital.com
Holbrook Holdings 877-345-8646 http://www.holbrookholdings.com/
Seafarer Funds 855-732-9220 seafarerfunds.com
Logan Circle Partners 800-252-4993  
Vert Asset Management 844-740-8378 www.vertfunds.com
First Western Capital Mgt 800-292-6775 www.fwcapmgmt.com
Destra 844-933-7872 destracapital.com
Nuance Investments 855-682-6233 www.nuanceinvestments.com
River Canyon 800-245-0371  
Equity Investment Corp 855-430-6487 eicatlanta.com/
Zeo 855-936-3863 www.zeo.com
Greenwich Ivy Capital 800-869-1679  
Bridge Builder 855-823-3611 www.bridgebuildermutualfunds.com
Chiron Investment Management 877-924-4766 www.chironfunds.com
Baillie Gifford Funds 844-741-5143  
Cook & Bynum 877-839-2629 www.cookandbynum.com/cobyx
RESQ Funds 877-940-2526 www.RESQFunds.com
TransWestern Funds 855-881-2380 www.TransWesternFunds.com
Bernzott Capital Advisors 877-998-9880 www.bernzott.com
Beech Hill 877-760-0005 www.bh-adv.com
Blueprint Fund Management 408-593-5759  
Copeland Funds 888-926-7352 www.copelandfunds.com
Athena Fund 888-868-9501 www.athenavaluefund.com
Day Hagan 877-329-4246 www.dayhagan.com
Saturna Sustainable Funds 800-728-8762 www.saturnasustainable.com
PRIMECAP Odyssey Funds 800-729-2307 www.odysseyfunds.com
Mundoval Funds 800-595-2877 www.mundoval.com
Euro Pacific Asset Management 888-558-5851 www.europacificfunds.com
Grant Park 855-501-4758  
Clifford Capital 800-628-4077 www.cliffordcapfunds.com
Ainnfunds 888-501-1036  
Port Street Investments 855-369-6220 www.portstreetinvest.com
Otter Creek 855-681-5261 www.ottercreekfunds.com
Centaur 888-484-5766 www.centaurmutualfunds.com.
Merk Funds 866-637-5386 www.merkfund.com
TCM Funds 800-536-3230 www.tyghcap.com
Boston Common 877-777-6944 www.bostoncommonfunds.com
Liberty Street 800-207-7108 www.libertystreetfunds.com
Haverford 866-301-7212 www.haverfordfunds.com
Altegris 877-772-5838 www.altegrismutualfunds.com
Baywood 855-409-2297 www.baywoodfunds.com
Rrecurrent Advisors 833-732-8773 http://www.recurrentadvisors.com/
Reaves Select Research 866-342-7058 www.whreaves.com
MainGate Trust 855-657-3863 www.maingatefunds.com
Rockefeller 855-369-6209 http://www.rockefellerfunds.com/
Conductor 844-467-2459 www.conductorfund.com
CMG 866-264-9456 www.cmgmutualfunds.com
NorthCoast 800-558-9105 www.northcoastam.com.
Smead Funds 877-807-4122 www.smeadfunds.com
Princeton 888-868-9501 www.pfstrategyfund.com
Tactical Fund Advisors 800-869-1679  
DGHM 800-653-2839 www.dghm.com
E-Valuator funds 888-507-2798 e-valuator.com/
Semper 855-736-7799 www.sempercap.com
Two Oaks 855-896-6257 www.twooaks.com
REMSGroup 800-673-0550 www.theworldfundstrust.com
Moerus Funds 844-663-7871 http://moerusfunds.com/
Channel Funds 877-627-8504 www.channelfunds.com
CIBC Private Wealth Management 855-328-3863 www.cibc.com
Vivaldi 877-779-1999 www.vivaldifunds.com
Stone Harbor 866-699-8125 www.shiplp.com
Catholic Investor 844-523-8637 www.kofcassetadvisors.org
Probabilities Fund 855-224-7204 www.probabilitiesfund.com
Issachar Fund 866-787-8355 www.LIONX.net
Alpha Fiduciary 888-266-3996 www.alphafiduciary.com
Arabesque Asset Management 844-567-2134 https://www.arabesque.com/asset-management/
Covered Bridge 855-525-2151 www. thecoveredbridgefund.com
Superfund 855-617-8737  
Coho 866-264-6234 www.cohofunds.com
Castle Investment Management 877-743-7820 www.castleim.com
DuPont 888-447-0014 www.dupont.com
Mirae Asset Global Investments 888-335-3417 investments.miraeasset.us
Karner Blue Capital 855-522-6465  
Rimrock Funds Trust 800-613-4924  
Pinnacle Capital Management 888-229-9448 www.pcm-advisors.com
Strategic Asset Management 800-673-0550 http://www.sasm.com
RiverPark Funds 888-564-4517 www.riverparkfunds.com
Bretton Fund 800-231-2901 www.brettonfund.com
Blue Current Funds 800-514-3583 www.bluecurrentfunds.com
Bright Rock 866-273-7223 www.brightrockfunds.com
Knowledge Leaders Capital 888-998-9890 www.knowledgeleadersfunds.com
Hood River Capital Management 800-497-2960  
Crow Point 877-244-6235 www.cppfunds.com
First Sentier 888-898-5040 www.firstsentierfunds.com
Certeza 833-735-1055 www.certezafa.com
Advisors Capital 888-247-3841 www.advisorscapitalfunds.com
Dearborn Partners 888-983-3380 www.dearbornfunds.com
Parvin Funds 866-458-4744 www.parvinfunds.com
Ironclad Funds 888-979-4766 www.IroncladFunds.com
Moncapfund 855-392-9331 www.Moncapfund.com
13D Activist Fund 877-413-3228 www.13DActivistFund.com
All Terrain Funds 833-297-2587 www.allterrainfunds.com
Miller Investment 877-441-4434 www.millerconvertiblefund.com
Index Funds 844-464-6339 www.INDEX.Fund
Rondure Global 855-775-3337 www.rondureglobal.com
Akre 877-862-9556 www.akrefund.com
Sierra Trust 866-738-4363 www.SierraMutualFunds.com.
Standpoint Asset Management 866-738-1128 www.standpointfunds.com
AdvisorOne Funds 866-811-0225 www.advisoronefunds.com
Morningstar 202-551-8090 www.morningstar.com
RNC Genter Capital Management 877-543-6837 www.RNCGenter.com
Invenomic 844-322-8112 www. invenomic.com
Hamlin Funds 855-443-3863  
Thomson Horstmann & Bryant 855-842-3863 www.thbinc.com
7Twelve 877-525-0712 www.7twelveadvisors.com
Friess Associates 855-656-3017 www.friess.com
Silk Invest 800-797-9745 http://www.silkinvest.com/
Sirios 866-640-5704 www.sirioslp.com
BeeHive 866-684-4915 www.TheBeeHiveFund.com
Green Square Asset Management 877-914-7343 http://gsequityincome.com/
Westfield Capital 866-454-0738 www.westfieldcapital.com
Dana Investment 855-280-9648 www.danafunds.com
Modern Capital 800-773-3863 https://www.moderncap.com/
Biondo Investment Advisor 800-672-9152 www.thebiondogroup.com
Essex Funds 800-700-9929 www.essexfunds.com
Orinda Funds 855-467-4632 www.orindafunds.com
Main Management 885-907-3373 www.mainmgtfunds.com
Oelschlager Investments 877-593-8637  
FinTrust 877-244-6235  
AlphaMark 866-420-3350 www.alphamarkfunds.com
Huber Funds 888-482-3726 www.hubercap.com
EquityCompass 888-201-5799 www.equitycompass.com
Selective 800-985-3497 www.selectivewealthmanagement.com
PineBridge 877-225-4164 www.PineBridge.com/USMutualFunds
Marshfield 855-691-5288 www.marshfieldfunds.com
Fisher Investments 800-851-8845  
Wavelength Funds 866-896-9292 www.wavelengthfunds.com
Red Cedar 888-626-2575 www.redcedarfunds.com
Long Short 877-336-6763 www.longshortadvisors.com
Palm Valley 888-224-7256  
Sarofim 855-727-6346 www.sarofim.com
SilverPepper 855-554-5540 www.silverpepperfunds.com
BFS 855-575-2430 www.bfsfunds.com
Xsquare Capital 833-977-8273 www.xsquarecapital.com
Private Capital Management 888-568-1267 www.private-cap.com
Aegis 800-528-3780 www.aegisfunds.com
New Covenant 877-835-4531 www.newcovenantfunds.com
Regan Capital 888-447-3426  
Chevy Chase Trust Company 240-497-5000 www.chevychasetrust.com
Vontobel 866-252-5393 www.vusa.com
Kirr Marbach Partners 800-870-8039 www.kmpartnersfunds.com
Savos Investments Trust 888-278-5809 www.geassetmanagement.com
Prospector Funds 877-734-7862 www.prospectorfunds.com
Trillium Mutual Funds 866-209-1962 www.trilliummutualfunds.com
Sands Capital 888-826-5646 www.sandscapital.com
Christopher Weil 888-550-9266  
Lateef 866-499-2151  
Taylor Frigon Capital Management 888-897-4821 www.taylorfrigonfunds.com
Hercules Investments 855-644-3444  
Redmont 855-268-2242 www.redmontfunds.com
DDJ 844-363-4898 www.ddjfunds.com
Aegon Asset Management US 833-462-3466  
Auer 888-711-2837 www.auergrowthfund.com
Kempner 800-665-9778  
Equable Shares 888-898-2024 www.equableshares.com
Vericimetry Funds 855-755-7550 www.vericimetry.com
Marketfield Funds 800-311-6583 www.marketfield.com
Evolutionary Tree 833-517-1010  
WOA 855-754-7935  
Harvest Funds 855-573-6994 https://www.harvestfund.se
VELA Investment Management 833-399-1001  
ReyndersMcVeigh Funds 800-950-6868 www.ReyndersMcVeighFunds
Aspiration Funds 800-683-8529 www.aspiration.com.
Innovative 800-869-1679  
Foothill Capital Management 888-885-0588 www.cannabisgrowthfunds.com
Towle 888-998-6953 www.towlefund.com
Ranger Funds 866-458-4744 www.rangerfunds.com
Persimmon Funds 855-233-8300  
Green Owl 888-695-3729 www.greenowlfund.com
Innealta Capital 855-873-3837 www.innealtacapital.com
Good Harbor 877-270-2848 www.ghf-funds.com
Convergence 877-677-9414 www.investcip.com
Belmont Capital Group 800-789-1087 https://www.belmontcapgroup.com
FormulaFolios 855-907-3233 http://formulafolios.com/
PMC Funds 866-762-7338 www.investpmc.com
Zevenbergen Capital Investments 844-986-2746 www.zci.com
Preserver Funds 844-838-2119 www.preserverfunds.com
Hanlon 844-828-3212 www.HanlonFunds.com
First Foundation Advisors 188-840-5433 www.ff-inc.com
Deer Park 888-868-9501 www.deerparkfund.com
360 Funds 877-244-6235 www.stringeram.com
Portfolio Strategies 888-928-9774 www.portstrat.com/
Evermore 866-383-7667 www.evermoreglobal.com
USCF Investments 800-920-0259 www.uscfinvestments.com
MAI 877-414-7884 www.divplusfund.com.
Nicholas Investment Partners 833-810-7345 bpringle@nicpartners.com
First Sentier Investors 888-898-5040 www.firstsentierinvestors.com.au/
Alta Capital 800-957-0681 www.altacapitalfunds.com
Ladenburg Thalmann 877-803-6583 www.ladenburgfunds.com
Amundi Pioneer 800-225-6292 https://www.amundipioneer.com/us
Community Development Fund 844-445-4405 www.communitydevelopmentfund.com
Kennedy Capital Management 877-882-8825 www.kennedycapital.com
Golub 866-954-6682  
Absolute Capital 877-594-1249 www.abscap.com
Investment House Funds 888-456-9518  
Anfield 866-866-4848 www.AnfieldFunds.com
Infinity Q 844-473-8631 www.infinityqfunds.com
Weiss 866-530-2690 www.gweiss.com
Fulcrum 855-538-5278  
RBB Funds 866-780-0357 www.matsonmoney.com
Ensemble Fund 800-785-8165 www.ensemblefund.com
Beck, Mack & Oliver 800-943-6786 www.beckmack.com
Wilbanks Smith & Thomas 866-515-4626 www.wstamfunds.com
2nd Vote Funds 877-223-8699  
AAM 800-617-0004 www.aamlive.com/publicsite/mutual-funds
Aberdeen Standard Investments 212-918-4954 www.invtrusts.co.uk
Absolute Investment Advisers 833-267-3383 www.absoluteadvisers.com
Acquirers Funds 800-617-0004  
ACV ETFs   www.ACVETFS.com
Adasina 833-743-0080 https://www.adasinaetf.com/
AdvisorShares 877-843-3831 www.advisorshares.com
Affinity 866-866-4848 www.affinityinvestment.com
AGFiQ 888-357-3715 www.agfiq.com
Alger 800-223-3810 www.alger.com
AllianzIM 877-429-3837 www.AllianzIM.com
Alpha Architect 215-882-9983 http://www.alphaarchitect.com/funds
AlphaClone 800-617-0004 www.alphaclonefunds.com
AlphaMark 800-617-0004 www.alphamarkfunds.com
ALPS 844-234-5852 www.alpsfunds.com
ALPS ETF Trust 855-724-0450 www.alpsfunds.com
Alternative Access Funds 800-617-0004  
AltShares 855-955-1607 https://www.altsharesetfs.com/contact
American Century Investments 833-224-3837 www.americancentury.com
Amplify ETFs 855-267-3837 www.amplifyetfs.com
Anfield 866-866-4848 www.AnfieldFunds.com
Aptus Capital Advisors 800-617-0004  
ARK ETF Trust 855-406-1506 www.ark-funds.com
ArrowShares 877-277-6933 www.ArrowShares.com
ASYMshare 866-279-6777  
ATAC Fund 855-282-2386 www.atacfund.com
Avantis Investors 833-928-2684 avantisinvestors.com
Aware 866-539-9530  
Ballast Asset Management 866-383-6468 www.ballastam.com
Barclays 011-442-0711 www.barclays.fr
Beyond Advisors IC 800-617-0004  
BlackRock 800-441-7762 www.blackrock.com
BMO Capital Markets 844-266-3863 https://www.bmocm.com/
BMO Capital Markets Corp. 800-732-0330  
BNY Mellon 833-383-2696 www.bnymellonim.com/us
Cabana 866-239-9536  
Cabot ETF Partners 800-617-0004  
CAMBRIA ETF TRUST 855-383-4636 www.cambriafunds.com
CBOE Vest 800-617-0004 www.cboevestfunds.com
Change Finance 800-617-0004 www.changefinanceetf.com
Changebridge 800-617-0004 www.changebridgefunds.com
Citigroup 877-858-5407  
ClearShares 800-617-0004 www.clear-shares.com
Columbia Threadneedle 888-800-4347 www.columbiathreadneedleus.com
Core Alternative Capital 855-383-4636 www.corealtfunds.com
CornerCap 800-617-0004 www.cornercap.com
Counterpoint Mutual Funds 844-509-2775 www.counterpointmutualfunds.com
Credit Suisse AG 877-583-5624 www.credit-suisse.com
Davis ETFs 800-279-0279  
Day Hagan 800-594-7930 www.dayhagan.com
Defiance ETFs 833-333-9383 www.defianceetfs.com
DeltaShares 888-316-8077 www.deltashares.com
DEMZ 888-750-3369  
Deutsche Bank AG 877-369-4617 www.db.com/india
Dimensional Fund Advisors 888-576-1167 www.dimensional.com
Direxion Funds 866-476-7523 www.direxionfunds.com
Distillate Capital Partners 800-617-0004 distillatecapital.com
DWS 855-329-3837 dws.com
Eaton Vance 800-262-1122 www.eatonvance.com
Ecofin 844-874-6339 www.ecofininvest.com
ELEMENTS   www.elementsetn.com
Emles 833-673-2661  
EMQQ 855-888-9892 www.emqqetf.com
EntrepreneurShares 833-368-7383 www.ershares.com
Equbot 800-617-0004 http://www.equbotetf.com
Esoterica Capital 866-979-1710  
ETFMG 844-383-6477 www.etfmg.com
Exchange Traded Concepts 855-973-7880  
Exponential ETFs 800-617-0004 https://exponentialetfs.com/
Fidelity Investments 800-343-3548 www.institutional.fidelity.com
First Trust 800-621-1675 http://www.ftportfolios.com/
Flexshares Trust 855-353-9383 www.flexshares.com
FormulaFolioFunds 888-562-8880  
Franklin Templeton Investments 877-721-1926 www.franklintempleton.com
Gabelli 800-422-3554 www.gabelli.com
Gadsden 215-882-9983  
Genlith 800-617-0004 https://www.bne-etf.com/contact
Global Beta 833-933-2083 www.globalbetaetfs.com
Global X Funds 888-493-8631 www.globalxfunds.com
Goldman Sachs 800-621-2550 www.gsamfunds.com
Gotham 855-998-4779 www.Gothamfunds.com
Graniteshares 844-476-8747 www.graniteshares.com
Grayscale 212-668-5921 http://grayscale.co/bitcoin-investment-trust/#overview
Guinness Atkinson 866-307-5990 www.gafunds.com
Hartford Mutual Funds 415-315-6600 www.hartfordfunds.com
Highland Funds 855-799-4757 www.highlandfunds.com
Horizon Kinetics 800-617-0004 https://horizonkinetics.com/
Howard Capital Management 770-642-4902 www.howardcmfunds.com
Hoya Capital Real Estate 833-469-2227  
Hull Tactical Funds 844-485-5383 www.hulltacticalfunds.com
Humankind 888-557-6692 https://www.humankindfunds.com/
iM Global Partner (US) 888-898-1041 www.imglobalpartner.com
Impact Shares 844-448-3383 https://www.impactshares.org.
IndexIQ 888-474-7725 www.indexiq.com
Infusive 844-463-5699 www.infusive.com
Innovation Shares 833-466-6383 www.innovationshares.com
Innovator ETFs 800-208-5212 http://innovatoretfs.com/
Inspire 877-658-9473  
Invesco 800-983-0903 www.invesco.com/us
iShares 800-474-2737 www.ishares.com
Janus Henderson 877-335-2687 janushenderson.com
John Hancock 800-225-6020 jhinvestments.com
JPMorgan 844-457-6383 https://www.jpmorganfunds.com
Knowledge Leaders Capital 844-428-3525 www.knowledgeleadersfunds.com
KraneShares 855-857-2638 www.kraneshares.com
LeaderShares 480-757-4277  
Leatherback 833-417-0090 https://www.leatherbackam.com/contact/
Leuthold 800-273-6886 www.leutholdfunds.com
Little Harbor Advisors 800-617-0004  
Loncar Investments 202-551-8090 www.LoncarFunds.com
Main Management ETFs 866-383-9778 www.mainmgtetfs.com
Mairs & Power 855-839-2800 www.mairsandpower.com
Merk Funds 855-675-6869 www.merkfund.com
Metaurus 800-732-0330 https://www.metaurus.com/
Microsectors 203-557-6201  
Milleis Investissements Funds 212-528-7790  
Monarch Funds 541-291-4405 www.citigroup.com
Morgan Creek 855-857-2677 www.morgancreekfunds.com
Motley Fool 800-617-0004 www.foolfunds.com
Nationwide 800-617-0004 www.nationwide.com/mutualfunds
Natixis Funds 800-458-7452 NGAM.natixis.com
New Age Alpha 888-559-7146  
Nuveen 888-290-9881 www.nuveen.com
O'Shares Investments 855-637-5383 www.oshares.com
Osprey Fund 914-214-4174 www.sebfundservices.lu
Overlay Shares 866-704-6857 www.overlayshares.com
Pacer 877-337-0500 www.paceretfs.com
Pacific Global 877-843-3831 www.pacificglobaletfs.com
Peritus 844-880-3837 www.hyldetf.com
PGIM Funds (Prudential) 888-247-8090 www.pgiminvestments.com
PIMCO 888-400-4383 www.pimco.com
Point Bridge Capital 800-617-0004 www.investpolitically.com
PPTY 800-617-0004 www.videntfunds.com
Premise Capital 800-617-0004 www.premisecapital.com
Principal Funds 800-787-1621 www.principalfunds.com
Procure ETF Trust II 866-690-3837  
ProShares 866-776-5125 www.proshares.com
Rareview Capital 800-595-4866 http://www.rareviewfunds.com/
Rayliant 866-898-1688 https://funds.rayliant.com/
Redwood 480-757-4277 www.redwoodmutualfund.com
Regents Park Funds 866-866-4848 RegentsParkFunds.com
Renaissance Capital 866-486-6645 www.renaissancecapital.com
Robo Global 855-456-7626 www.roboglobaletfs.com
Roundhill Financial 800-617-0004  
Roundhill Investments 800-617-0004  
SABA ETF 212-542-4644 www.sabaetf.com
Schwab ETFs 800-435-4000 www.schwabfunds.com
Simplify Asset Management 855-772-8488  
SmartETFs 866-307-5990 www.smartetfs.com
Sofi 877-358-0096  
Sound ETF 833-916-9056 www.soundetfs.com
SP Funds 425-409-9500  
SPAC 866-904-0406 https://www.spcxetf.com/
SPDR State Street Global Advisors 866-787-2257 http://www.spdrs.com
Spinnaker ETF Trust 800-773-3863  
Spinnaker Group 800-773-3863  
Sprott 855-496-3837 www.sprottetfs.com
SRN Advisors 866-829-5457  
SSGA Funds Management Inc 866-787-2257  
Stance 800-617-0004 www.stancefunds.com
Sterling Capital Funds 888-637-7798 www.sterlingcapitalfunds.com
Strategy Shares 855-477-3837 www.huntingtonstrategyshares.com
Swan 800-617-0004 www.swandefinedriskfunds.com
Syntax 866-972-4492 www.syntaxadvisors.com
T. Rowe Price 800-638-5660 www.troweprice.com
Teucrium 802-540-0019 www.teucriumcornfund.com
Timothy Plan 800-846-7526 www.timothyplan.com
Toews Corporation 800-511-9270 www.toewscorp.com
Toroso Investments 425-409-9500  
Tortoise Capital Advisors 844-874-6339 www.tortoiseadvisors.com/
TrimTabs 800-617-0004 www.trimtabsfunds.com
TrueShares 800-617-0004  
Tuttle 800-595-4866 www.tuttlefunds.com
TWM FUNDS 800-617-0004 http://www.twmfunds.com/
U.S. Global Investors 800-617-0004 www.usfunds.com
UBS 972-957-7700 www.ubs.com/
UBS AG 888-279-3343 etracs.ubs.com
UBS Group AG 877-387-2275 www.ubs.com
Upholdings 215-882-9983 https://www.compoundkingsetf.com/
USCF Investments 510-522-9600 www.uscfinvestments.com
VanEck 800-826-2333 www.vaneck.com
Vanguard 866-499-8473 www.vanguard.com
Victory Capital 866-376-7890 www.vcm.com
Vident Financial 800-617-0004 www.videntfinancial.com
Virtus 888-383-0553 www.virtus.com
Volshares 800-617-0004 www.volsharesetfs.com
Wahed Invest 855-976-4747  
WBI Investments 855-924-3837 www.wbishares.com
WisdomTree 866-909-9473 www.wisdomtree.com
wShares 800-732-0330  
Xtrackers 855-329-3837 www.Xtrackers.com
Nuveen Fund Advisors, LLC.   www.nuveen.com
Ivy Funds   www.ivyinvestments.com
Blackstone Group Inc 877-299-1588 www.blackstone.com
BlackRock 800-825-2257 www.blackrock.com
Franklin Templeton Investments   www.franklintempleton.com
Kayne Anderson 877-657-3863 www.kaynecapital.com
John Hancock 800-225-6020 jhinvestments.com
PGIM Investments 800-451-6788 www.prudentialfunds.com
Eaton Vance 800-262-1122 www.eatonvance.com
Calamos Asset Management Inc 800-582-6959 https://www.calamos.com/fundinvestor/contactus
New York Life Investment Management LLC   www.nylim.com/institutional
PIMCO   www.pimco.com
Guggenheim Investments Asset Management 888-991-0091 www.guggenheimpartners.com
Flaherty & Crumrine   www.flaherty-crumrine.com
Highland Capital Management Fund Advisors, L.P. 877-665-1287 www.highlandfunds.com
Tortoise Capital Advisors 866-362-9331 www.tortoiseadvisors.com/
Neuberger Berman 800-988-5196 www.nb.com
Pioneer Advisors, LLC 800-225-6292 www.PioneerAdvisors.com
Sprott Asset Management LP 888-362-7172 www.sprott.com
XAI Octagon FR & Alt Income Term Trust 888-903-3358 http://xainvestments.com/funds/
Franklin Advisers, Inc. 800-632-2301  
BNY Mellon 800-346-8893 www.bnymellonim.com/us
Cohen & Steers 866-227-0757 www.cohenandsteers.com
First Trust Advisors L.P. 800-988-5891 www.ftportfolios.com
Invesco Advisers, Inc 800-847-2424 www.invesco.com
Federated Advisers 800-341-7400  
Aberdeen Standard Investments Inc.   www.aberdeenstandard.com
Gabelli 800-422-3554 www.gabelli.com
Royce Investment Partners 800-221-4268 https://www.royceinvest.com/
CBRE Clarion Securities, LLC 888-711-4272 www.cbreclarion.com
Morgan Stanley 800-869-6397 www.morganstanley.com
Reaves Asset Management 800-644-5571 www.reavesassetmanagement.com
Angel Oak Capital Advisors, LLC 404-637-0412 www.angeloakcapital.com
OFS Credit Co Inc 847-734-2000 http://www.ofscapital.com/investments/
Credit Suisse AG 800-927-2874 www.credit-suisse.com
Cushing Asset Management LP 800-662-7232 www.cushingasset.com
Sprott Asset Management L.P. 800-221-4268 www.sprott.com
Lazard Freres Asset Management 800-828-5548  
Clough Capital Partners L.P. 877-256-8445  
Madison Asset Management, LLC 800-767-0300 www.madisonadv.com
Herzfeld 305-271-1900 www.herzfeld.com
MassMutual   http://www.massmutual.com/funds
Aberdeen   http://www.aberdeen-asset.com
Voya Investments, LLC 800-992-0180  
AllianceBernstein L.P. 888-387-2273 www.alliancebernstein.com
Macquarie Group Ltd 800-910-1434  
Apollo Credit Management, LLC   www.agmfunds.com
ASA 800-432-3378  
Eaton Vance Management 800-225-6265 www.eatonvance.com
RMR Advisors LLC 866-790-8165  
Cornerstone Advisors 800-581-4001  
Aberdeen Asset Managers Limited 800-617-7616  
Gabelli Funds Inc 800-422-3554 www.gabelli.com
Adams Diversified Equity Fund Inc   www.AdamsFunds.com
MFS 800-637-2304 www.mfs.com
Schroder Investment Management North America Inc. 800-730-2932  
Hambrecht & Quist 617-574-0567  
ALPS Advisors Inc 800-542-3863 www.alpsfunds.com
Angel Oak 855-751-4324 www.angeloakcapital.com
Cornerstone Advisors, Inc. 800-581-4001  
Aberdeen Standard Investments 800-522-5465 www.invtrusts.co.uk
Adams Natural Resources Fund Inc   www.AdamsFunds.com
Impulsora Del Fondo Mexico, SC 800-965-5216 www.themexicofund.com
Putnam 800-225-1581 www.putnam.com
Columbia Threadneedle 800-221-2450 www.columbiathreadneedleus.com
Allianz Global Investors   www.US.allianzGI.com
TCW 800-386-3829 www.tcw.com
Insight Investment 800-331-1710 www.insightinvestment.com
Matthews International Cap Mgmt LLc   global.matthewsasia.com
Goldman Sachs 212-902-1000 www.gsamfunds.com
Nomura Asset Management Co Ltd 800-833-0018 www.nomura.com
Invesco Ltd. 800-341-2929 www.invesco.com
Eagle Point Credit Management 203-862-3150 http://eaglepointcreditcompany.com/about-us/default.aspx
Vertical Capital 866-277-8243 verticalus.com/
DoubleLine   www.doublelinefunds.com
BlackRock Advisors, LLC 800-882-0052  
Miller/Howard Investments, Inc. 845-679-9166 www.mhinvest.com
Pacific Investment Management Company, LLC 844-337-4626 www.pimco.com
Tekla Capital Management LLC 617-772-8500  
RiverNorth Capital Management, LLC 800-646-0148 www.rivernorth.com
Virtus Investment Partners Inc 800-926-4456  
Stone Harbor Investment Partners LP 877-206-0791 https://www.shiplp.com
Ares Capital Corp   www.arespublicfunds.com
Virtus Alternative Investment Advisers Inc 866-270-7598 www.virtus.com
Bulldog Investors, LLC 800-647-1568  
Renn Capital Group Inc   www.rencapital.com
Four Wood Capital Partners, LLC 800-450-4424 http://fourwoodcapital.com/
Sims Capital Management LLC 414-765-1107 www.simscapital.com
Kleinwort Benson Investors Dublin Ltd   www.kleinwortbensoninvestors.com
Center Coast Capital Advisors, LP 800-651-2345 www.centercoastcap.com
Deutsche Investment Management Inc 800-921-8867  
StoneCastle-ArrowMark Asset Management 212-468-5441 http://www.stonecastle-financial.com/
Brookfield Public Securities Group LLC 855-777-8001 https://www.brookfield.com/en/fund-investors/public-securities
T. Rowe Price 800-240-2133 www.troweprice.com
Guggenheim 800-345-7999 www.guggenheimpartners.com
Principal Funds 855-838-9485 www.principalfunds.com
KKR & Co. L.P. 415-315-3620 www.kkr.com
1WS Capital Advisors 833-834-4923  
A3 Financial Investments 877-774-7724 https://www.a3.financial/
AlphaCentric Funds 888-910-0412 www.AlphaCentricFunds.com.
ALPS 212-596-3413 www.alpsfunds.com
American Beacon 833-262-3226 www.americanbeaconfunds.com
AMG Funds 877-355-1566 www.amgfunds.com
Amundi Asset Management US, Inc. 844-391-3034 www.pioneerinvestments.com
Angel Oak Capital Advisors, LLC 855-751-4324 www.angeloakcapital.com
Axonic Capital LLC 833-429-6642 http://www.axoniccap.com/
BlackRock 800-882-0052 www.blackrock.com
Blackstone 855-890-7725 www.blackstone.com
BLUEROCK 844-819-8287 bluerockre.com/investments/tif/
Bluestone Capital Partners LLC 855-386-3504  
BNY Mellon 800-334-6899 www.bnymellonim.com/us
Broadstone Asset Management 833-280-4479  
Carlyle Group 833-677-3646 www.carlyleselect.com
CIM Group 866-907-2653  
CION Investments 888-729-4266 www.cioninvestments.com
City National Rochdale 888-889-0799 www.citynationalrochdalefunds.com
Cliffwater LLC 888-442-4420 www.cliffwater.com
Cross Shore 844-300-7828 http://www.crossshorefunds.com/
Crossmark Steward Funds 800-262-6631 https://www.crossmarkglobal.com/stewardfunds/
Destra 844-933-7872 destracapital.com
Ecofin 855-822-3863 www.ecofininvest.com
Ellington Global Asset Management, LLC 855-862-6092  
Federated 855-328-0109 www.federatedinvestors.com
First Eagle 800-334-2143 www.firsteaglefunds.com
Flat Rock Capital 844-292-0365  
FNEX Ventures 877-244-6235  
Forefront Income Trust 844-348-8778  
Franklin Templeton Investments 888-777-0102 www.franklintempleton.com
FS Investments 877-372-9880 www.fsinvestments.com
GL 855-754-7930  
Goldman Sachs 855-747-9559 www.gsamfunds.com
Grant Thornton 212-716-6840 http://www.grantthornton.es/
Griffin Capital 888-926-2688 www.griffincapital.com
GSO / Blackstone Debt Funds Management 844-702-1299  
Guggenheim Investments 800-345-7999 www.guggenheimpartners.com
Hartford 888-843-7824  
Homrich & Berg Inc 800-657-3812  
Invesco 800-959-4246 www.invesco.com/us
KKR 415-315-3620  
Ladenburg Thalmann 877-803-6583 www.ladenburgfunds.com
Lord Abbett 888-522-2388 www.lordabbett.com
Multi-Strategy 844-933-7872 www.growthandincomefund.com/
NexPoint 844-485-9167 www.nexpointres.com
NorthStar 877-940-8777 http://www.northstarsecurities.com/
Palmer Square 866-933-9033 http://www.palmersquarefunds.com
PIMCO 844-337-4626 www.pimco.com
Pioneer Investments 800-225-6292 www.pioneerinvestments.com
PREDEX 877-940-7202  
Primark 877-792-0924 www.primarkcapital.com
Principal 800-222-5852  
Priority Income Fund 866-655-3650 www.priority-incomefund.com
Resource Real Estate 855-747-9559 www.RREDIF.com
SharesPost 100 800-834-8707 http://www.sharespost100fund.com
Thrivent Funds 800-847-4836 ThriventFunds.com
Union Square Capital Partners 833-877-3863 https://www.usqfunds.com/
Variant 877-770-7717  
Versus Capital 877-200-1878  
Vivaldi 877-779-1999 www.vivaldifunds.com
Voya 800-992-0180 www.voyainvestments.com
Wildermuth Advisory 888-889-8981 http://www.wildermuthendowmentfund.com/
1832 Asset Management L.P 800-268-9269 http://www.1832.ca
1832 Asset Management L.P. 416-363-5621 www.scotiabank.com/pinnaclefunds.
3iQ Corp.   https://3iq.ca/
Acker Finley Inc   www.ackerfinley.com
ACM Advisors Ltd   www.acma.ca
AGF Investments Inc. 800-268-8583 www.agf.com
Algonquin Capital Corporation 833-306-8404 www.algonquincap.com
Alignvest Investment Management 416-360-6390 www.alignvest.com
AlphaDelta Management Corp. 866-602-1142 http://www.alphadelta.com
Arrow Capital Management Inc 877-327-6048 www.arrow-capital.com
ATB Investment Management   www.compassportfolios.com
Aventine Asset Manamgement 416-847-1767 http://www.aventine.ca/
Aventine Management Group 800-961-1767 http://www.aventine.ca/
B.E.S.T. Funds 800-795-2378 www.bestfunds.ca
Barometer Capital Management Inc   www.barometercapital.ca
Barrage Capital Inc.   www.barragecapital.com
Barrantagh Investment Management 833-246-8468 www.barrantagh.com
Barreau Du Quebec 855-954-3491 www.csbq.ca
BBS Secuties Inc 130-638-4923  
Beutel, Goodman & Company Ltd. 855-247-9954 www.beutelgoodman.com
BirchLeaf Investments Inc 877 734 2500 www.birchleafinvestments.com
BMG Management Services Inc 888-474-1001 www.bmg-group.com
BMO Asset Management Inc 800-668-7327 www.bmo.com/gam/ca
BMO Investments Inc.   www.bmo.com/gam/ca
Brandes Investment Partners & Co 188-886-1999 www.brandes.com
Bridgehouse Asset Managers 888-861-9998 www.bridgehousecanada.com
Caldwell Investment Management Ltd 800-256-2441 www.caldwellinvestment.com
Canada Life Investment Mgmt Ltd 888-532-3322  
Canadian Imperial Bank of Commerce 800-465-3863 www.cibc.com/mutualfunds
CanFirst Capital Management 416-924-9009  
Canoe Financial LP 877-434-2796 http://www.canoefinancial.com/
Canso Funds Management Limited 877-308-6979 http://www.cansofunds.com
Capital International Asset Mngmt (Canada) 888-421-5111 www.thecapitalgroup.com/ca
Capstone Asset Management Inc. 185-543-7710 www.capstoneassets.ca
CC&L Funds Inc. 888-824-3120  
Centurion Asset Management Inc. 888-992-5736  
Chou Associates Management Inc 888-357-5070 www.choufunds.com
CI Investments Inc 800-792-9355 www.ci.com
CIBC Asset Management Inc 888-888-3863 www.renaissanceinvestments.ca
CIBC Asset Management Inc.(CAMI) 888-888-3863 www.renaissanceinvestments.ca
CIBC Private Wealth Advisors, Inc 888-888-3863  
Connor, Clark & Lunn Funds Inc.   www.cclfundsinc.com
Connor, Clark & Lunn Private Capital Ltd 800-939-9674 www.cclgroup.com/cclprivatecapital
Conseil et Investissement Fonds FMOQ inc 888-542-8597 http://www.fondsfmoq.com/
Cortland Credit Group Inc. 844-989-3649  
Counsel Portfolio Services Inc 877-625-9885 www.counselservices.com
Covington Group of Funds   www.covingtonfunds.com
Desjardins Investments Inc 866-666-1280 www.fondsdesjardins.com
Dimensional Fund Advisors Canada Inc 604-685-1633 https://ca.dimensional.com/en
Dimensional Fund Advisors Canada ULC 604-685-1633  
Discovery Capital Management Corporation 877-553-3863 www.bcdiscoveryfund.com
Dynamic Funds 800-268-8186 www.dynamic.ca
East Coast Fund Management Inc.   http://www.ecfmi.com/about.php
EdgePoint Wealth Management Inc 866-757-7207 www.edgepointwealth.com
Educators Financial Group Inc 800-263-9541 www.educatorsfinancialgroup.ca
EHP Funds 833-360-3100 www.ehpfunds.com
Empire Life Investments Inc 855-823-6883 www.empirelifeinvestments.ca
Encasa Financial Inc. 888-771-7473  
Eterna Investment Management Inc 877-858-8831 eterna.ca
Evolve Funds Group Inc 844-370-4884 www.evolveetfs.com
Federated Investors Canada ULC 866-640-4374  
Fidelity Investments Canada ULC   www.fidelity.ca
Fiera Capital Corporation 866-462-9946 www.fieracapital.com
Fiera Investments LP 866-378-7119 fierainvestments.com
Forge First Asset Management 188-852-7328 www.forgefirst.com
Forstrong Global Investments, Inc. 888-419-6715  
Foyston, Gordon, & Payne Inc 187-779-5453 www.foyston.com
Franklin Templeton Investments Corp   www.franklintempleton.ca
FRANKLIN TEMPLETON INVESTMENTS CORP. 800-387-0830  
Fulcra Asset Management Inc. 604-683-8351 www.fulcraam.com
Gestion FERIQUE 888-259-7969 www.ferique.com
Global Growth Assets Inc. 866-680-4734 www.globalgrowth.ca
Globevest Capital 866-988-2244 www.globevestcapital.com
Golden Opportunities Fund Inc 866-261-5686 www.goldenopportunities.ca
Goodman & Company, Investment Counsel 844-728-8346 www.goodmanandcompany.com
Goodwood Inc 866-681-4393 www.goodwoodfunds.com
Guardian Capital Group Ltd 180-025-3918 https://www.guardiancapital.com/
Guardian Capital LP 800-253-9181 www.guardiancapitallp.com
Harvest Portfolios Group Inc. 877-506-8128 www.harvestportfolios.com
Hillsdale Investment Management Inc.   www.hillsdaleinv.com
HSBC Global Asset Management (Canada) Ltd. 800-830-8888 https://www.assetmanagement.hsbc.ca
I A Michael Investment Counsel Ltd 888-673-6222 www.abcfunds.com
IA Clarington Investments Inc 188-886-0988 www.iaclarington.com
ICM Investment Management Limited 403-256-5350  
IG Investment Management Ltd 888-746-6344  
Industrial Alliance Insurance and Fin 800-530-0204 ia.ca
Industrial Alliance Investment Mgmt Inc 800-530-0204 www.iaclarington.com
Invesco Canada Ltd 800-874-6275 www.invesco.ca
Investors Group 888-746-6344  
Investors Group Inc 888-746-6344 www.investorsgroup.com
IPC Investment Corporation 877-625-9885  
JC Clark Ltd 866-480-0002 www.jcclark.com
Landry Investment Management Inc 866-985-1138 www.landryinvest.com
LDIC Inc. 416-362-4141 http://www.ldic.ca
Leith Wheeler Investment Counsel Ltd 888-292-1122 www.leithwheeler.com
Les Fonds D'Investissement FMOQ Inc 888 542 8597 www.fondsfmoq.com
Lester Asset Management Inc. 866-849-5566 http://www.lesterasset.com
Lincluden Investment Management Ltd 800-532-7071 www.lincluden.com
Lysander Funds Ltd. 187-730-8697 www.lysanderfunds.com
Mackenzie Investments 800-387-0614 www.mackenzieinvestments.com
Manufacturers Life Insurance Co 888-790-4387 www.manulife.com
Manulife Investment Management 888-588-7999 www.manulifeim.com/institutional/
Manulife Investment Management Limited 888-588-7999 www.manulifeim.ca
Manulife Investments 888-588-7999 www.manulifemutualfunds.ca
Marquest Asset Management Inc 888-964-3533 www.marquest.ca
Matco Financial Inc. 877-539-5743 www.matcofinancialinc.com
Mawer Investment Management Ltd 844-395-0747 www.mawer.com
Mcelvaine Investment Management Ltd   www.avaluefund.com
McLean Asset Management Ltd. 866-261-6669 www.mamgmt.com
MD Financial Management Inc. 800-267-2332 md.cma.ca
Metric Asset Management   http://www.metricasset.com/
Middlefield Limited 888-890-1868 www.middlefield.com
Mulvihill Capital Management Inc Canada 800-725-7172 www.mulvihill.com
National Bank Independent Network 187-728-9288  
National Bank Investments Inc 877-463-7627 www.nbinvestments.ca
National Bank TRUST 180-036-1838  
NCM Asset Management Ltd. 877-531-9355 www.ncminvestments.com
NEI Investments 888-809-3333 www.neiinvestments.com
NewGen Asset Management 833-563-9436 www.newgenfunds.com
Next Edge Capital Corp. 877-860-1080 www.nextedgecapital.com
Ninepoint Partners LP 866-299-9906 www.ninepoint.com
North Growth Management Ltd 604-688-5440 www.northgrowth.com
Palisade Capital Management   www.palisadecapital.com
Palos Management Inc 514-397-0188 www.palos.ca
PCJ Investment Counsel 416-862-2020 www.pcj.ca
Pembroke Private Wealth Management 800-667-0716 www.pml.ca
Penderfund Capital Management Ltd 800 268 8244 www.penderfund.com
PFSL Fund Management Ltd. 800-510-7375 www.primericacanada.ca
Phillips, Hager & North Inv Mgmt 800-661-6141 www.phn.com
Picton Mahoney Asset Management 416-955-4108 https://www.pictonmahoney.com/default.aspx
PIMCO Canada 877-506-8126 www.pimco.ca
Portland Investment Counsel Inc 888-710-4242 www.portlandic.com
Pro-Financial Asset Management Inc 877-566-5145 www.pro-financial.ca
Professionals Financial Mutual Funds Inc 888-377-7337 www.professionalsf.com.
Purpose Investments Inc. 416-583-3850 www.purposeinvest.com
R.E.G.A.R. Investment Management 855-370-1077 www.rgpinvestments.ca
Ravenstone Capital Management Inc. 844-728-8346 ravenstonecapital.ca
RBC Global Asset Management 604-408-6000 www.rbcgam.com
RBC Global Asset Management (UK) Limited 800-661-6141 www.rbcgam.com
RBC Global Asset Management Inc. 800-463-3863 www.rbcgam.com
RBC Global Asset Management. 800-661-6141 www.rbcgam.us
Resolute Funds Limited 866-288-5551 www.resolutefund.com
RP Investment Advisors 877-720-1777 www.rpia.ca
Russell Investments Canada Limited 888-509-1792 www.russellinvestments.com/ca
SaskWorks Venture Fund Inc 306-791-4833 www.saskworks.ca
Scotia Asset Management 800-268-9269 www.scotiafunds.com
SEI Investments Canada Company 866-734-3388 www.seic.ca
SLGI Asset Management Inc 877-344-1434 www.sunlifeglobalinvestments.com
Spartan Fund Management Inc. 416-591-5923 https://www.spartanfunds.ca/
Starlight Capital 833-752-7692 www.starlightinvest.com
Steadyhand Investment Funds Inc 888-888-3147 www.steadyhand.com
Stone Asset Management Limited 888-964-3533 www.stoneco.com
Tacita Capital Inc. 416-640-6740  
Tangerine Investment Management Inc 877-464-5678 www.tangerine.ca
TD Asset Management Inc 800-588-8054 www.tdassetmanagement.com
Tempered Investment Management Ltd. 778-279-7700 www.temperedinvestment.ca
Terra Fund Management Ltd. 888-449-4645 www.terrafunds.ca
The Empire Life Insurance Co 877-548-1881 www.empire.ca
Thornmark Asset Management Inc   www.thornmark.com/
Timbercreek Asset Management Ltd 844-304-9967 www.timbercreek.com
Tradex Management Inc 800-567-3863 www.tradex.ca
Trez Capital Fund Management LP 877-689-0821 www.trezcapital.com
Value Partners Investment Inc 866-323-4235 www.valuepartnersinvestments.ca
Vancity Investment Management Limited 800-530-0204 www.inhance.ca
Vanguard Investments Canada Inc 888-293-6728 www.vanguardcanada.ca
Venator Capital Management Ltd. 416-934-7994 www.venator.ca
VentureLink Group of Funds   www.venturelinkfunds.com
Veritas Asset Management Inc. 866-640-8783  
Vision Capital Corporation 416-362-0300 www.visioncap.ca
W.A. Robinson Asset Management Ltd 866-279-2116  
Waypoint Investment Partners 416-960-7682  
Yorkville Asset Management Inc. 855-776-7480 www.yorkvilleasset.com
YTM Capital 833-828-4098 www.ytmcapital.com
1832 Asset Management L.P 800-268-8186 http://www.1832.ca
Accelerate Financial Technologies Inc 185-589-2074  
AGF Investments Inc. 180-038-7256 www.agf.com
Arrow Capital Management Inc 877-327-6048 www.arrow-capital.com
BMO Asset Management Inc 800-668-7327 www.bmo.com/gam/ca
BMO Investments Inc. 800-665-7700 www.bmo.com/gam/ca
Bristol Gate Capital Partners 416-921-7076 www.bristolgate.com
Brompton Funds Limited 186-664-2600 www.bromptongroup.com
Caldwell Investment Management Ltd 800-256-2441 www.caldwellinvestment.com
CI Investments Inc 877-642-1289 www.ci.com
CIBC Asset Management Inc 888-888-3863 www.renaissanceinvestments.ca
CIBC Asset Management Inc.(CAMI) 888-888-3863 www.renaissanceinvestments.ca
Desjardins Global Asset Management Inc 866-666-1280 www.desjardins.com
DGAM 877-353-8686 www.DesjardinsETF.com
Evolve Funds Group Inc 184-437-0488 www.evolveetfs.com
Fidelity Investments Canada ULC 800-263-4077 www.fidelity.ca
First Trust Advisors L.P. 877-622-5552 www.ftportfolios.com
First Trust Advisors L.P. 877-622-5552 http://www.ftgportfolios.com
Franklin Advisory Services, LLC 180-089-7728 www.franklintempleton.com
Franklin Templeton Investments Corp 800-387-0830 www.franklintempleton.ca
FT Portfolios Canada Co 877-622-5552 www.firsttrust.ca
Galaxy Digital Holdings Ltd 877-642-1289  
Guardian Capital Group Ltd 186-671-8651 https://www.guardiancapital.com/
Hamilton Capital Partners Inc. 416-941-9888 www.hamilton-capital.com
Harvest Portfolios Group Inc. 866-998-8298 www.harvestportfolios.com
Horizons ETFs Management (Canada) Inc 866-641-5739 www.HorizonsETFs.com
IA Clarington Investments Inc 416-947-4661 www.iaclarington.com
Invesco Canada Ltd 800-874-6275 www.invesco.ca
iShares 866-474-2737 www.ishares.com
Lysander Funds Ltd. 877-308-6979 www.lysanderfunds.com
Mackenzie Financial Corporation 800-387-0614 www.mackenzieinvestments.com
Mackenzie Investments 800-387-0614 www.mackenzieinvestments.com
Manulife Asset Management Limited 888-333-3240 www.manulifemutualfunds.ca
Manulife Investment Management 888-333-3240 www.manulifeim.com/institutional/
Manulife Investments 888-367-4242 www.manulifemutualfunds.ca
Middlefield Limited 888-890-1868 www.middlefield.com
National Bank Investments Inc 866-603-3601 www.nbinvestments.ca
NCM Asset Management Ltd. 877-463-7627 www.ncminvestments.com
Ninepoint Partners LP 866-299-9906 www.ninepoint.com
Picton Mahoney Asset Management 186-636-9410 https://www.pictonmahoney.com/default.aspx
PIMCO Canada 184-477-5103 www.pimco.ca
Purpose Investments Inc. 877-789-1517 www.purposeinvest.com
RBC Global Asset Management Inc. 855-772-3837 www.rbcgam.com
Russell Investments Canada Limited 888-509-1792 www.russellinvestments.com/ca
SmartBe Wealth Inc. 833-289-4133  
Starlight Investments Capital LP 833-752-7692  
TD Asset Management Inc 800-588-8054 www.tdassetmanagement.com
Vanguard Investments Canada Inc 877-410-7275 www.vanguardcanada.ca