Sponsorship Fees

Third-party product and service providers (e.g., mutual funds, annuity companies, exchange-traded funds [ETFs], money market funds, money managers, technology and business solutions) offer marketing support in the form of sponsorship fee payments to Pershing (or third parties at Pershing's direction) in connection with educational conferences, events, seminars, and workshops for broker-dealers or investment professionals. These payments may be for the expenses of educational materials or other conference-related expenses. The companies listed below provided sponsorship fees to Pershing in 2013.

  •  Aberdeen Asset Management 
  • Absolute Investment Advisers
  • Advent/Black Diamond
  • Advisor's Assistant
  • AdvisorShares
  • Advisory World
  • Alliance Bernstein
  • ALPS Portfolio Solutions
  • American Beacon Advisors
  • American Endowment Foundation
  • American Funds
  • American Realty Capital
  • AppCrown LLC
  • Artisan Funds
  • Barclays Capital
  • Baron Funds
  • BlackRock/iShares
  • Bloomberg
  • BNY Mellon
  • BNY Mellon Capital Markets
  • BOK Financial Advisor Trust Services
  • BondWave LLC
  • Boyd Watterson
  • Brandes Investment Partners
  • Breckinridge
  • Buffalo Funds
  • ByAllAccounts
  • Calamos Funds
  • CashEdge
  • CFP Board
  • Chicago Fundamental
  • Citi Global Transaction Services
  • Citigroup Global Markets
  • Clark Capital Management
  • Client Marketing Systems
  • Cohen & Steers
  • Cole Real Estate Investments
  • College for Financial Planning
  • Columbia Management
  • Comerica Bank and Trust NA
  • Credit Suisse
  • Cushing MLP Asset Management LP
  • Dana Investment Advisors
  • Deutsche Asset
  • Diamond Hill Investments
  • Direxion
  • DocuSign
  • Dreyfus
  • DTCC
  • Envestnet Asset Management
  • Equinox Group Distributors
  • Federated Investments
  • FinanceLogix
  • Financial Advisor Magazine
  • Financial Media Group
  • First Trust
  • FlexShares
  • Folio Dynamix
  • Fortigent
  • Fortress
  • Forward Funds
  • Franklin Templeton
  • Gabelli Funds
  • Genworth Financial Wealth Management
  • Globe Tax Services, Inc.
  • Glovista
  • Gotham Asset Management
  • Guggenheim Investments
  • GWG Holdings, Inc.
  • Hancock Horizon Funds
  • Heartland Advisors
  • Hidden Levers
  • Highland Capital Management
  • Homestead Funds
  • HSBC Global Asset Management
  • IMCA
  • ING Investment Management
  • Insured Retirement Institute
  • Interactive Advisory Software
  • Interactive Data Corp
  • Invesco
  • Investec Asset Management
  • Investment Managers Series Trust
  • InvestmentNews
  • Ivy Funds
  • J.P. Morgan Funds
  • Jefferson National
  • John Hancock Funds
  • JP Morgan
  • Junxure
  • LaserApp
  • Legg Mason
  • LGIM
  • Lincoln Financial
  • Live Oak Bank
  • Lord Abbett
  • Madison
  • Markel Cambridge Alliance
  • Markit on Demand
  • Matthews Asia Funds
  • MFS Investment Management
  • Money Guide Pro
  • Morgan Stanley Investment Management
  • National Compliance Services
  • Natixis Global Asset Management
  • Neuberger Berman
  • New York Private Trust
  • Nomura Asset Management
  • Northern Trust Funds
  • Northstar Financial Services (Bermuda) Ltd.
  • NY Life (Mainstay Investments)
  • Omgeo
  • Options Clearing Corporation (OCC)
  • Paradigm Capital
  • Pathway Strategic Advisors
  • Penton Financial Services Group
  • Permanent Portfolio Family of Funds
  • Pimco
  • Pioneer Investments
  • Plymouth Real Estate Capital
  • Principal Funds
  • ProShares
  • Prudential Annuities
  • Putnam Investments
  • Rainier Investment Management
  • Reaves Asset Management
  • Redtail Technology
  • Reich and Tang
  • Reliance Trust
  • Research Alliance (Convergex)
  • River North Capital Management
  • RNC Genter
  • Royce Funds
  • Russell Investments
  • S&P Capital IQ
  • Salient Partners
  • Saturna Capital
  • Schroders Investment Management
  • Scout Investments
  • SIFMA
  • SigniX
  • SourceMedia
  • State Street Global Advisors
  • Steben & Company
  • Stewart Capital Advisors
  • Summit Business Media
  • SumRidge Partners
  • SunGard
  • Swan Wealth Advisors
  • T. Rowe Price
  • Terremark/Verizon
  • The Advisory Trust Company of Delaware
  • The Northern Lights Fund
  • TIAA-CREF
  • Turner Investments
  • US Global Investors
  • Van Eck Global
  • Vanguard
  • Wealth2K
  • Wells Fargo Securities
  • Western Asset Management
  • White Box
  • William Blair & Co.
  • Wilmington Trust (barter)
  • WisdomTree

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