Data Sources

Maximize Your Use of Client Account Data

Albridge's technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more. Below are the custodian and product data sources available through Albridge. We are constantly adding new interfaces and product companies to expand our data footprint on behalf of our clients.

Albridge Data Sources



Name
Category
Source
1919 Funds (USBLM)
Mutual Funds
DST
AEI Fund Management Inc (AEIFD)
Alternative Investments
DST
AIG Annuities (SE2-AGL) (AGAPA)
Variable Annuity
DST
AIG Annuities-Variable & Index (SUNPA)
Variable Annuity
DST
AIG Annuities-Variable (SE2-AGL) (AIGPA)
Variable Annuity
DST
Alger Funds (DFYAL)
Mutual Funds
DST
AllData Advisor® from Fiserv
Account Aggregation
Direct
AllianceBernstein Investments (DTNAT)
Mutual Funds
DST
Allianz (ALLNZ)
Variable Annuity
DST
Allianz College Access 529 SD (PMCSK)
529
DST
Allianz Life Insurance Co Of NA Fixed (4570)
Annuity
DTCC
Allianz Life Insurance Co Of NY (4682)
Fixed Annuity
DTCC
Allianz Life Insurance Company Of New York (4524)
Variable Annuity
DTCC
Allianz Life Insurance Company Of North America (4523)
Variable Annuity
DTCC
Allianz Life of New York (PLONY)
Variable Annuity
DST
Allianz MI 529 Advisor Plan (PMCMI)
529
DST
Allianz Oklahoma Dream 529 (PMCOK)
529
DST
Allianz Retail Funds (PMCAR)
Mutual Funds
DST
Allstate Fixed Annuity (ETATS)
Variable Annuity
DST
Allstate Legacy VA (SEZST)
Variable Annuity
DST
Allstate Life Inc Co/Cigna Admin by Prudential (4690)
Variable Annuity
DTCC
Allstate Life Ins Co NY/Admin by Se2 Tech Solution (4697)
Variable Annuity
DTCC
Allstate Life Ins Co/Admin by Se2 Tech Solutions (4696)
Variable Annuity
DTCC
Allstate Life Ins Co/Administered By Prudential (4687)
Variable Annuity
DTCC
Allstate Life Insurance Company (4528)
Variable Annuity
DTCC
Allstate Life Insurance Company Of New York (4557)
Fixed Annuity
DTCC
Alpine Funds (DFRAP)
Mutual Funds
DST
Altegris Funds (APMFD)
Alternative Investments
DST
Alternative Strategies Fund (LADTH)
Mutual Funds
DST
AmericaFirst Funds (AMFFD)
Mutual Funds
DST
American Beacon Funds (DFRAI)
Mutual Funds
DST
American Century Funds (ACMAC)
Mutual Funds
DST
American Century Kansas 529 (DFELQ)
529
DST
American Funds (DTCCR)
Mutual Funds
DST
American General Life Insurance Company (4502)
Fixed Annuity
DTCC
American General Life/AIG Annuities (Se2) (4537)
Variable Annuity
DTCC
American General Life/AIG Annuities (Se2) Var (4648)
Variable Annuity
DTCC
American General Life/AIG Annuities Fixed (3310)
Fixed Annuity
DTCC
American General Life/AIG Annuities Fixed And Indexed (4623)
Fixed Annuity
DTCC
American General Life/AIG Annuities Svc Only Fixed (4507)
Fixed Annuity
DTCC
American General Life/AIG Annuities Variable And Indexed (4516)
Variable Annuity
DTCC
American Independence Funds (DFYAF)
Mutual Funds
DST
American National Insurance Company (4569)
Fixed Annuity
DTCC
American Realty Capital (DSTAY)
Alternative Investments
DST
American United Life Insurance (AULAM)
Variable Annuity
DST
American United Life Insurance Company (4591)
Fixed Annuity
DTCC
American United Life Insurance Company/2 (4754)
Fixed Annuity
DTCC
Ameritas Life Insurance Corp. (4539)
VUL
DTCC
Ameritas Variable Annuity (AMERI)
Variable Annuity
DST
Annuity Investors Life Ins. Co. (GLAIC)
Variable Annuity
DST
API Funds (APITR)
Mutual Funds
DST
Aquila Funds (AQL)
Mutual Funds
DAZL
Arberdeen-Asset Management (DBFAB)
Mutual Funds
DST
ARC Income Funds (ARCIF)
Mutual Funds
DST
Ariel Capital Management (USBAI)
Mutual Funds
DST
Ascensus College Savings Inc. (ACSIN)
Mutual Funds
DST
ASPire (ASPAB)
Alternative Investments
DST
AssetMark Trust Company
Separately Managed Accounts
Direct
AssetMark Trust Company (GENUS)
Mutual Funds
DST
Aston Funds (106)
Mutual Funds
DAZL
ATEL Securities Corp. (ATELS)
Alternative Investments
DST
AXA Equitable (EQUIT)
Variable Annuity
DST
AXA Equitable Life Insurance Co./Life Insurance (4632)
VUL
DTCC
AXA Equitable Life Insurance Company (4535)
Variable Annuity
DTCC
B of I Federal Bank (BOIFB)
Mutual Funds
DST
Bank of America (DBFBA)
Mutual Funds
DST
Behringer (DSTBH)
Alternative Investments
DST
Beta
Self Clearing
Direct
BlackRock Funds (BLK)
Mutual Funds
DAZL
Bluerock Funds (BLURT)
Alternative Investments
DST
BMO Funds (DFSMR)
Mutual Funds
DST
BMO Harris Bank N.A.
Mutual Funds
Direct
Bridgeton Fund Mgmt (RFMCO)
Alternative Investments
DST
Brinker
Separately Managed Accounts
Direct
C.M. Life Insurance Company (4547)
Variable Annuity
DTCC
Calamos Funds (USBCA)
Mutual Funds
DST
Calvert Funds (DTJCG)
Mutual Funds
DST
Campbell & Company Inc. (CAMPB)
Alternative Investments
DST
Carter Validus MC REIT (DSTCA)
Alternative Investments
DST
Charles Schwab and Co., Inc.
Clearing/Custodian Interfaces
Direct
CheckFree
Self Clearing
Direct
CLS
Separately Managed Accounts
Direct
CNL Distributed Products (DTJLC)
Alternative Investments
DST
Cole Real Estate Investments (DSTCL)
Alternative Investments
DST
College Savings Bank (CSABK)
Mutual Funds
DST
Columbia Future Scholar 529 ColSavPl (DFEFS)
529
DST
Columbia Property Trust, Inc (DFRLW)
Alternative Investments
DST
Columbia Threadneedle (LFSLF)
Mutual Funds
DST
Commonwealth Annuity And Life Insurance Company (4521)
Variable Annuity
DTCC
Constellation Trust Co (4CC)
Mutual Funds
DAZL
Constellation Trust Co (4CO)
Mutual Funds
DAZL
Cottonwood Residential Inc (DSTCW)
Alternative Investments
DST
Credit Suisse Funds (DFRWP)
Mutual Funds
DST
CUNA Mutual Group (CMLVA)
Variable Annuity
DST
Neuberger Berman (DBFNU)
Mutual Funds
DST
The Royce Funds (DTJQA)
Mutual Funds
DST
Voya Retirement Insurance And Annuity Company/Voya (4635)
Fixed Annuity
DTCC
Symetra Life Insurance Company (4609)
Annuity
DTCC
Davis Funds (DFEVE)
Mutual Funds
DST
Dearborn Capital Mgmt LLC (DCLLC)
Alternative Investments
DST
Delaware Investments (DWI)
Mutual Funds
DAZL
Delaware Life (DELLF)
Variable Annuity
DST
Delaware Life Insurance Company (4518)
Variable Annuity
DTCC
Delaware Life Insurance Company Of New York (4519)
Variable Annuity
DTCC
Delaware Life Insurance Company Of New York/Life S (3056)
VUL
DTCC
Delaware Life Insurance Company/Annuity Se2 (3053)
Annuity
DTCC
Delaware Life Insurance Company/Columbia (4644)
Variable Annuity
DTCC
Delaware Life Insurance Company/Keyport (4601)
Variable Annuity
DTCC
Delaware Life Insurance Company/Life Se2 (3054)
VUL
DTCC
Deutsche Asset & Wealth Mgmt (DTGSS)
Mutual Funds
DST
DireXion Funds (USBPO)
Mutual Funds
DST
Dividend Capital (DFRDS)
Alternative Investments
DST
Dodge & Cox Funds (DFEDC)
Mutual Funds
DST
Domini Funds (A04)
Mutual Funds
DAZL
Dreyfus Funds (DRF)
Mutual Funds
DAZL
Dunbar Capital Mgmt LLC (DCMLC)
Alternative Investments
DST
Dunham & Associates (DUNAS)
Mutual Funds
DST
Dunham Funds (DUNFD)
Mutual Funds
DST
Eagle Family of Funds (USBEG)
Mutual Funds
DST
Eagle Life Insurance Company (6030)
Fixed Annuity
DTCC
Eaton Vance (EATON)
Mutual Funds
DST
Eaton Vance (EHV)
Mutual Funds
DAZL
Edvest Savings Plan (DFZWN)
529
DST
Equity Advisors (4EA)
Mutual Funds
DAZL
Equity Institutional (fka Sterling Trust) (4ST)
Mutual Funds
DAZL
ESG Managers Portfolios (DFZEG)
Mutual Funds
DST
EULAV Securities LLC (DTJVL)
Mutual Funds
DST
Eventide Funds (ETIDE)
Mutual Funds
DST
Federated Securities Corp. (DFSCM)
Mutual Funds
DST
Fidelity
Clearing/Custodian Interfaces
Direct
Fidelity Advisor Funds (FIDFA)
Mutual Funds
DST
Fidelity Destiny Contractuals (DFYFV)
Mutual Funds
DST
Fidelity Institutional Wealth Services
Separately Managed Accounts
Direct
Fidelity Inv Life Ins (VA) (FEDIN)
Variable Annuity
DST
Fidelity Investments Tax-Exempt Services Company (FITSCo)
Plan Providers
Direct
First American Funds (USBUS)
Mutual Funds
DST
First Clearing, LLC
Clearing/Custodian Interfaces
Direct
First Eagle Funds (DTPSO)
Mutual Funds
DST
First Metlife Investors Insurance Co. (4512)
Variable Annuity
DTCC
First Trust Portfolios 2 (FPTOR)
Mutual Funds
DST
First Trust Retirement (DSTFT)
Alternative Investments
DST
FOLIOfn Investment
Separately Managed Accounts
Direct
Forethought Life Ins (FRTLI)
Variable Annuity
DST
Forethought Life Insurance Company (5339)
Fixed Annuity
DTCC
Forethought Life Insurance Company/Forethought Lif (7012)
Variable Annuity
DTCC
Forward Funds (DTKFW)
Mutual Funds
DST
Franklin Templeton Funds (FTGFF)
Mutual Funds
DST
Frontier Funds (FRONT)
Alternative Investments
DST
FS Investments (DSTFQ)
Alternative Investments
DST
FTJ FundChoice, LLC
Separately Managed Accounts
Direct
Gabelli Funds (DFEGB)
Mutual Funds
DST
Genworth Life & Annuity Insurance Company (4525)
Variable Annuity
DTCC
Genworth Life Insurance Company (4586)
Fixed Annuity
DTCC
Genworth Life Insurance Company Of New York (4553)
Variable Annuity
DTCC
Goldman Sachs Retail Funds (DFRGO)
Mutual Funds
DST
Good Harbor Funds (GDHFD)
Mutual Funds
DST
GPB Capital Holdings (GPBCH)
Alternative Investments
DST
Great American Financial Resources(Fix (GLAFX)
Variable Annuity
DST
Great American Life Insurance Company (5949)
Fixed Annuity
DTCC
Great American Life Insurance Company/Annuity Inve (4749)
Variable Annuity
DTCC
Great West Life & Annuity (GRTWS)
Variable Annuity
DST
Great-West Funds-Ind Markets Only (GRTMF)
Mutual Funds
DST
Great-West Life & Annuity Insurance Company (4735)
Variable Annuity
DTCC
Great-West Life & Annuity Insurance Company Of New (3334)
Variable Annuity
DTCC
Great-West Life & Annuity Insurance Company Of New (4736)
Variable Annuity
DTCC
Great-West Life & Annuity Insurance Company/Americ (3332)
Variable Annuity
DTCC
Greenbacker Capital Management, LLC (DSTGB)
Alternative Investments
DST
Griffin Capital Corporation (DSTGF)
Alternative Investments
DST
Guardian Insurance & Annuity Company (4533)
Variable Annuity
DTCC
Guardian Life Insurance Company (GLICV)
Variable Annuity
DST
Guggenheim Investments
Mutual Funds
Direct
Guggenheim Investments (RDXSG)
Mutual Funds
DST
Harbor Funds (DTOHB)
Mutual Funds
DST
Hartford Funds (DFHFA)
Mutual Funds
DST
Hartford Life (HARTT)
Variable Annuity
DST
Hartford Life Insurance Company (4501)
Variable Annuity
DTCC
Hartford Life Insurance Company/Life Business (4658)
VUL
DTCC
Hartford Smart529 Plan (DFEWV)
529
DST
Hartman Mgmt REIT (HRTMN)
Alternative Investments
DST
Highland Capital Management (DFRYS)
Mutual Funds
DST
Highland/Nexpoint (DSTHL)
Mutual Funds
DST
Hines (DSTHI)
Alternative Investments
DST
Horace Mann (HORMN)
Variable Annuity
DST
Hundredfold Funds (HDRED)
Mutual Funds
DST
ICON Capital, LLC (DSTIO)
Alternative Investments
DST
ICON Funds (DTJIC)
Mutual Funds
DST
Ing National Trust Company/Ifs (5377)
Variable Annuity
DTCC
Inland Real Estate Investment Corp (DSTII)
Alternative Investments
DST
Integrity Companies (INTGR)
Variable Annuity
DST
Integrity Life Insurance Co. (4549)
Annuity
DTCC
InvenTrust Properties Corp (DSTIA)
Alternative Investments
DST
Invesco (AMVAM)
Mutual Funds
DST
Iowa Advisor 529 Plan (IIA)
529
DAZL
IVA Funds (DFRIA)
Mutual Funds
DST
IVY Funds/Waddell & Reed (WDRWR)
Mutual Funds
DST
Jackson (JNLIL)
Variable Annuity
DST
Jackson National Life Insurance Co/Brooke Life (4581)
Fixed Annuity
DTCC
Jackson National Life Insurance Co. Of New York (4584)
Variable Annuity
DTCC
Jackson National Life Insurance Company (4552)
Variable Annuity
DTCC
James Advantage Funds (DTKJA)
Mutual Funds
DST
Janus Aspen Funds (JSCAP)
Mutual Funds
DST
Janus Funds Class A & C (JSCCS)
Mutual Funds
DST
Janus Funds Class R & S (JSCAV)
Mutual Funds
DST
Janus Retail Funds (JSCJM)
Mutual Funds
DST
Jefferson National Life Insurance Co. (CONCO)
Variable Annuity
DST
Jefferson National Life Insurance Company (4573)
Variable Annuity
DTCC
John Hancock Annuities (NASHH)
Variable Annuity
DST
John Hancock Freedom 529 (DFIML)
529
DST
John Hancock Funds (JHKJH)
Mutual Funds
DST
John Hancock Life Insurance Co Of NY (4607)
Variable Annuity
DTCC
John Hancock Life Insurance Co Of NY/Insurance (4588)
VUL
DTCC
John Hancock Life Insurance Company (U.S.A.) (4513)
Variable Annuity
DTCC
JP Morgan Funds (DTPCM)
Mutual Funds
DST
Kansas City Life (KACLF)
Variable Annuity
DST
KBS Real Estate Trust (DSTKB)
Alternative Investments
DST
Lazard Funds (DFZLF)
Mutual Funds
DST
Legg Mason Funds (LGL)
Mutual Funds
DAZL
Liberty Life Assurance Company Of Boston (4641)
VUL
DTCC
Lightstone Real Estate Invest (DSTLS)
Alternative Investments
DST
Lincoln Benefit Life (Fixed) (ALNBE)
Variable Annuity
DST
Lincoln Benefit Life (VUL) (LBNVU)
VUL
DST
Lincoln Benefit Life Co/Administered By Se2 Tech (4689)
Variable Annuity
DTCC
Lincoln Benefit Life Company (4559)
Variable Annuity
DTCC
Lincoln Financial Group (LNANN)
Variable Annuity
DST
Lincoln National Life Insurance Company (4500)
Variable Annuity
DTCC
Lincoln National Life Insurance Company/For Life (4634)
VUL
DTCC
Locorr Funds (USBLO)
Mutual Funds
DST
Lord Abbett & Co (DSTLA)
Mutual Funds
DST
Madison Funds (DFYMK)
Mutual Funds
DST
Mainstay (DBFMC)
Mutual Funds
DST
Manager's Choice - (Surpas) (3GR)
Mutual Funds
DAZL
Managers (A13)
Mutual Funds
DAZL
Manning & Napier (MAN)
Mutual Funds
DAZL
Manning & Napier Advisors, LLC
Clearing/Custodian Interfaces
Direct
Mass Mutual Variable Annuity (MMSMT)
Variable Annuity
DST
Massachusetts Mutual Life Insurance Co. (4545)
Variable Annuity
DTCC
Massachusetts Mutual Life Insurance Company/Rs Pla (4662)
Variable Annuity
DTCC
Massachusetts Mutual Life Insurance Company/Rs Pla (4663)
Variable Annuity
DTCC
Matthews Asia Funds (MAT)
Mutual Funds
DAZL
Meeder Funds (FLXFX)
Mutual Funds
DST
Metlife Insurance Company Of Connecticut (4583)
Variable Annuity
DTCC
Metlife Investors Ins Co/General American Life (4670)
VUL
DTCC
Metlife Investors Ins Co/Metlife Insurance Company (4671)
Variable Annuity
DTCC
Metlife Investors USA Insurance Company (4602)
Variable Annuity
DTCC
MetLife USA (formerly MetLife of CT) (TRAVL)
Variable Annuity
DST
MetLife USA (METVA)
Variable Annuity
DST
MFS (MASFM)
Mutual Funds
DST
Midland National Life (MDLVA)
Variable Annuity
DST
Midland National Life Insurance Company/Sammons Re (4758)
Variable Annuity
DTCC
Minnesota Life Insurance Company (4560)
Variable Annuity
DTCC
Mml Bay State Life Insurance Co (4546)
Variable Annuity
DTCC
Mony Group (MONGR)
Variable Annuity
DST
Mony Life Insurance Co. Of America (4611)
VUL
DTCC
Moody National REIT (DSTMO)
Alternative Investments
DST
Morningstar (3MS)
Mutual Funds
DAZL
Morningstar® ByAllAccounts℠
Account Aggregation
Direct
Multi-Strategy Growth & Income Fund (MSGIF)
Mutual Funds
DST
Munder (COM)
Mutual Funds
DAZL
MVP REIT Inc (DSTMV)
Alternative Investments
DST
National Integrity Life Insurance Co. (4550)
Variable Annuity
DTCC
National Life Insurance Co Of Vermont (4555)
Variable Annuity
DTCC
National Security Life And Annuity Co (4656)
Variable Annuity
DTCC
Nationwide (NAWQR)
Variable Annuity
DST
Nationwide Financial - Annuities
Annuity
Direct
Nationwide Financial - Life
VUL
Direct
Nationwide Financial Network (Providen (POONT)
Variable Annuity
DST
Nationwide Funds (USBNW)
Mutual Funds
DST
Nationwide Life Insurance Co/Income Products (4530)
Variable Annuity
DTCC
Nationwide Life Insurance Co. (4514)
Variable Annuity
DTCC
Nationwide Life Insurance Company/Variable Life (4650)
VUL
DTCC
Natixis Funds (DBFLS)
Mutual Funds
DST
NEST Direct 529 Savings Plan (NEBPL)
529
DST
New York Life - Mainstay Annuities (NEWYL)
Variable Annuity
DST
New York Life Insurance & Annuity Corp/Fixed Corp (4571)
Variable Annuity
DTCC
NorthStar Realty Finance (DSTNS)
Alternative Investments
DST
Nottingham (NOTIA)
Mutual Funds
DST
Nuveen Mutual Funds (DFYNV)
Mutual Funds
DST
Oak Ridge Funds (OAKRG)
Mutual Funds
DST
Ohio National Equity Sales/ONESCO (OHION)
Variable Annuity
DST
Ohio National Life Insurance Company (4526)
Variable Annuity
DTCC
Old Mutual Bermuda Business Services, Inc (6910)
Variable Annuity
DTCC
Olstein Funds (USBOL)
Mutual Funds
DST
Oppenheimer 529 Plans (OPPED)
529
DST
OppenheimerFunds (OPPHE)
Mutual Funds
DST
Orinda Asset Management (USBOM)
Mutual Funds
DST
Pacific Funds (PACFD)
Mutual Funds
DST
Pacific Life & Annuity Company (4589)
Variable Annuity
DTCC
Pacific Life (PCFPI)
Variable Annuity
DST
Pacific Life Funds (111)
Mutual Funds
DAZL
Pacific Life Insurance Co./Life Division (4616)
VUL
DTCC
Pacific Life Insurance Company (4532)
Variable Annuity
DTCC
Pacific Life Insurance Company /Life Division (6545)
VUL
DTCC
Pax World Mutual Funds (DFZPW)
Mutual Funds
DST
Penn Mutual (PENKK)
Variable Annuity
DST
Penn Mutual Life Insurance Co. (4572)
Variable Annuity
DTCC
Pershing
Clearing/Custodian Interfaces
Direct
Pershing Advisor Solutions
Separately Managed Accounts
Direct
Phillips Edison and Company (DSTPH)
Alternative Investments
DST
Phl Variable Life Insurance Company (4582)
Variable Annuity
DTCC
PIMCO Funds - Institutional (PMCPI)
Mutual Funds
DST
PIMCO Funds - Retail (PMCPM)
Mutual Funds
DST
Pioneer Investments (PIMPM)
Mutual Funds
DST
PNC Funds (ALG)
Mutual Funds
DAZL
Praxis Mutual Funds (USBPX)
Mutual Funds
DST
Principal Funds (DTJWM)
Mutual Funds
DST
Principal Life Insurance Company (4592)
VUL
DTCC
Principal Life Insurance Company / Principal Natio (4752)
VUL
DTCC
Principal Life Insurance Company/Pension Division (4665)
Variable Annuity
DTCC
ProFunds (PROFN)
Mutual Funds
DST
Protective Life (PRTLE)
Variable Annuity
DST
Protective Life And Annuity Insurance Co (4540)
Variable Annuity
DTCC
Protective Life Insurance Company (4503)
Variable Annuity
DTCC
Pruco Life Insurance Co Of NJ/Life (4625)
VUL
DTCC
Pruco Life Insurance Co/Life (4624)
VUL
DTCC
Pruco Life Insurance Company (4597)
Variable Annuity
DTCC
Pruco Life Insurance Company Of New Jersey (4598)
Variable Annuity
DTCC
Prudential Annuities (ASLAA)
Variable Annuity
DST
Prudential Annuities Life Assurance Corporation (4504)
Annuity
DTCC
Prudential Investments Funds (PRU)
Mutual Funds
DAZL
Prudential Mutual Funds (PRUMF)
Mutual Funds
DST
Putnam Allstate Advisor (STEAL)
Variable Annuity
DST
Putnam Allstate Advisor of NY (NYCAL)
Variable Annuity
DST
Putnam Investments (PMFPI)
Mutual Funds
DST
Quaker Funds (USBQK)
Mutual Funds
DST
Raymond James Financial, Inc.
Clearing/Custodian Interfaces
Direct
RBC Wealth Management
Clearing/Custodian Interfaces
Direct
Redwood Mortgage Investors (REDWD)
Alternative Investments
DST
Reliance Standard Life Insurance Company (4756)
Fixed Annuity
DTCC
Reliastar Life Insurance Company (4568)
VUL
DTCC
Resource Real Estate (DSTRA)
Alternative Investments
DST
RidgeWorth Funds (DFYRW)
Mutual Funds
DST
Riversource Life Insurance Co. Of New York (4600)
Variable Annuity
DTCC
Riversource Life Insurance Company (4541)
Variable Annuity
DTCC
RiverSource VA (AEXVA)
Variable Annuity
DST
RREEF Property Income Trust (DSTRE)
Alternative Investments
DST
RS Investments (DTJGI)
Mutual Funds
DST
Russell Investment Company (DFERA)
Mutual Funds
DST
Saratoga Advantage Trust (SATMF)
Mutual Funds
DST
Scholars Choice 529 Plan (LSC)
529
DAZL
SE2 Commonwealth (SEZSC)
Variable Annuity
DST
Security Benefit - Life
VUL
Direct
Security Benefit Life (SBLMM)
Variable Annuity
DST
Security Benefit Life Insurance Co. (4527)
Variable Annuity
DTCC
Security Life Of Denver (4622)
VUL
DTCC
SEI
Separately Managed Accounts
Direct
SEI Asset Management Programs (SEIGG)
Mutual Funds
DST
Selected Funds (DFESL)
Mutual Funds
DST
Sentinel Investments (DTOSF)
Mutual Funds
DST
Shelton Funds (CALTR)
Mutual Funds
DST
Sierra Income Corporation (DSTSI)
Alternative Investments
DST
Sierra Investment Mgmt (SIERA)
Mutual Funds
DST
SQN Capital Management (SQNCM)
Alternative Investments
DST
SRS LiveWell Annuities (Midland) (MNLVA)
Variable Annuity
DST
SRS LiveWell Mutual Fund IRA (LIVWE)
Mutual Funds
DST
Stadion Funds (DTKSD)
Mutual Funds
DST
Standard Insurance Company (4701)
Fixed Annuity
DTCC
Steadfast Income REIT (DSTSF)
Alternative Investments
DST
Steben & Company, Inc. (STBEN)
Alternative Investments
DST
Sterne Agee Clearing, Inc.
Clearing/Custodian Interfaces
Direct
Strategic Storage Trust Inc. (DSTSS)
Alternative Investments
DST
Sun Life Assurance Company Of Canada (U.S. Branch) (4522)
Variable Annuity
DTCC
Sun Life Assurance Company Of Canada (U.S. Branch) (4647)
Variable Annuity
DTCC
Sun Life Financial (SLFCA)
Variable Annuity
DST
SunAmerica Asset Mgmt (DTJIN)
Mutual Funds
DST
Superfund Capital Mgmt Inc (QUADR)
Alternative Investments
DST
Symetra Financial (SFECO)
Variable Annuity
DST
Symetra TPA (SFEDA) (SFEDA)
Variable Annuity
DST
T. Rowe Price (DFIRP)
Mutual Funds
DST
TD Ameritrade
Clearing/Custodian Interfaces
Direct
TD Ameritrade 529 Savings Plan (NEBTD)
529
DST
Teacher's Insurance And Annuity Association /TIAA (5683)
VUL
DTCC
Texas LoneStar 529 Plan (TEXAS)
529
DST
The Lincoln National Life Insurance Company/For A (4633)
Fixed Annuity
DTCC
The Prudential Insurance Company (4596)
Fixed Annuity
DTCC
The Prudential Insurance Company/Life (4626)
VUL
DTCC
The Timothy Plan (TIMPL)
Mutual Funds
DST
The Variable Annuity Life Insurance Company (6455)
Variable Annuity
DTCC
Third Avenue Funds (TAF)
Mutual Funds
DAZL
Thornburg (DTJTH)
Mutual Funds
DST
TIAA-CREF
Plan Providers
Direct
TIAA-CREF (DFZTI)
529
DST
TIAA-CREF 529 Plan - Michigan (DFZEM)
529
DST
TIAA-CREF 529 Plan - Mississippi (DFZMJ)
529
DST
TIAA-CREF 529 Plan - Oklahoma (DFZOE)
529
DST
TIAA-CREF 529 Plan - Oregon (DFZOZ)
529
DST
TIAA-CREF Variable Annuity (TIAVA)
Variable Annuity
DST
TIER REIT (DSTTT)
Alternative Investments
DST
Tomorrows Scholar 529 Plan (IWI)
529
DAZL
Touchstone Funds (TOU)
Mutual Funds
DAZL
Touchstone Variable Annuities (TSVLW)
Variable Annuity
DST
Transamerica Advisors Life Insurance Company (4728)
Variable Annuity
DTCC
Transamerica Financial Insurance Company (4561)
Variable Annuity
DTCC
Transamerica Funds (DTOIM)
Mutual Funds
DST
Transamerica Life Insurance (AEGON)
Variable Annuity
DST
Transamerica Life Insurance Company (4566)
Variable Annuity
DTCC
Transamerica Life Insurance Company/Life Business (4642)
Variable Annuity
DTCC
Transamerica Premier Life (WRL VA) (WRLAE)
Variable Annuity
DST
Transamerica Premier Life (WRL VA2) (WRLVA)
Variable Annuity
DST
Transamerica Premier Life (WRL VUL)(WSTVU)
VUL
DST
Transamerica Premier Life Insurance Company (4564)
Variable Annuity
DTCC
Transamerica Premier Life-Post 06/01 (PCMCR)
Variable Annuity
DST
Transamerica Premier Life-Pre 06/01 (PCMLL)
Variable Annuity
DST
TriLinc Global Impact Fund, LLC (DSTTC)
Alternative Investments
DST
Trust Company of America
Separately Managed Accounts
Direct
Tweedy Browne (104)
Mutual Funds
DAZL
UBS Funds (A15)
Mutual Funds
DAZL
Union Bank and Trust (CGENE)
Mutual Funds
DST
Union/Time (FORTI)
Variable Annuity
DST
United Development Funding (DSTUD)
Alternative Investments
DST
United States Life Ins Co (ALIPA)
Variable Annuity
DST
US Life/AIG Annuities (NY) - Fixed And Index (4664)
Fixed Annuity
DTCC
US Life/AIG Annuities (NY) - Se2 - 4536 (4536)
Variable Annuity
DTCC
US Life/AIG Annuities (NY) - Variable - 4517 (4517)
Variable Annuity
DTCC
VALIC Group Mutual Fund PRD (VLIMF)
Mutual Funds
DST
VALIC Independent Distribution (VLIIC)
Variable Annuity
DST
Van Eck (DSTVE)
Mutual Funds
DST
Vanguard VA (VANGD)
Variable Annuity
DST
Vertical Capital (VERCP)
Mutual Funds
DST
Victory Funds (SGDVT)
Mutual Funds
DST
Virtus Mutual Funds (VIR)
Mutual Funds
DAZL
Voya Financial Annuities (GALGA)
Variable Annuity
DST
Voya Institutional Trust Company (GALMF)
Mutual Funds
DST
Voya Insurance And Annuity Company (4506)
Variable Annuity
DTCC
Voya Insurance And Annuity Company/Voya Annuity An (4675)
Fixed Annuity
DTCC
Voya Investment Management (ING)
Mutual Funds
DAZL
Voya Retirement Insurance And Annuity Company (4508)
Fixed Annuity
DTCC
Voya Retirement Insurance And Annuity Company/Voya (4740)
Variable Annuity
DTCC
W.P. Carey Inc. (DSTWP)
Alternative Investments
DST
Walton International (WALTN)
Alternative Investments
DST
Wedbush, Inc.
Clearing/Custodian Interfaces
Direct
Wells Fargo Funds (DFYWE)
Mutual Funds
DST
Wells Limited Partnership (WRERE)
Alternative Investments
DST
Western Reserve Life Insurance Co. Of Ohio (4567)
Variable Annuity
DTCC
Wilmington Trust (WILTR)
Alternative Investments
DST
Worth Capital (WORTH)
Alternative Investments
DST
Zurich American Life Insurance Company (4529)
Fixed Annuity
DTCC
Zurich American Life Insurance Company (SCUDS)
Variable Annuity
DST
Zurich American Life Insurance Company/Destination (4578)
Annuity
DTCC

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