| Abner Herrman & Brock Asset Management |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Fund Administrator |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Associate Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Vice President and Senior Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Associate Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Vice President and Senior Analyst |
Buyside |
1 |
| AllianceBernstein |
Vice President and Senior Analyst |
Buyside |
1 |
| Americo Financial Life & Annuity Insurance |
Portfolio Manager |
Buyside |
1 |
| AMTEC Corp. |
Arbitrage Rebate/Verification Agent |
Financial News Service/Other |
3 |
| Asset Advisory Group Inc |
Portfolio Manager |
Buyside |
2 |
| Asset Allocation & Management Co |
Portfolio Manager |
Buyside |
1 |
| Asset Investment Methods |
Portfolio Manager |
Buyside |
1 |
| Asset Preservation Advisors Incorporated |
Portfolio Manager |
Buyside |
2 |
| Atlantic Trust Private Wealth Management |
Portfolio Manager |
Buyside |
1 |
| Auxier Asset Management |
Portfolio Manager |
Buyside |
1 |
| Backstrom McCarley Berry |
Underwriter |
Broker-Dealer |
1 |
| BAIRD |
Underwriter |
Broker-Dealer |
2 |
| BAIRD |
Underwriter |
Broker-Dealer |
2 |
| BAIRD |
Underwriter |
Broker-Dealer |
1 |
| Ballard Spahr LLP |
Portfolio Manager |
Buyside |
1 |
| Ballard Spahr LLP |
Portfolio Manager |
Buyside |
1 |
| Barclays |
Underwriter |
Broker-Dealer |
1 |
| Barclays |
Underwriter |
Broker-Dealer |
1 |
| Baron Financial Group |
Portfolio Manager |
Buyside |
1 |
| Baxter Brothers Inc |
Portfolio Manager |
Buyside |
1 |
| Bedell Frazier Investment Counselling |
Portfolio Manager |
Buyside |
1 |
| Bippus State Bank |
Underwriter |
Broker-Dealer |
1 |
| Bloomberg Financial Markets |
Financial News Service |
Financial News Service/Other |
5 |
| BNY Mellon |
Portfolio Manager |
Buyside |
2 |
| BNY Mellon |
Senior Portfolio Manager & Vice President |
Buyside |
2 |
| BNY Mellon |
Principal Portfolio Manager |
Buyside |
2 |
| BNY Mellon |
Head Director, Municipal Trading |
Buyside |
1 |
| BNY Mellon |
Portfolio Manager |
Buyside |
1 |
| Bond Buyer |
Financial News Service |
Financial News Service/Other |
11 |
| Bond Buyer |
Financial News Service |
Financial News Service/Other |
2 |
| Boston College |
Portfolio Manager |
Buyside |
1 |
| Brown & Connery, LLP |
Portfolio Manager |
Buyside |
1 |
| Build America Mutual |
Insurer |
Financial News Service/Other |
1 |
| Build America Mutual |
Insurer |
Financial News Service/Other |
1 |
| Cabrera Capital Markets Inc. |
Underwriter |
Broker-Dealer |
1 |
| Capital One |
Underwriter |
Broker-Dealer |
2 |
| Carret Asset Management |
Portfolio Manager |
Buyside |
2 |
| Carret Asset Management |
Portfolio Manager |
Buyside |
1 |
| Commerce Bank |
Underwriter |
Broker-Dealer |
1 |
| Cooperativa de Seguros Multiples de Puerto Rico |
Portfolio Manager |
Buyside |
1 |
| Country Club Bank |
Underwriter |
Broker-Dealer |
1 |
| Crossroads Bank |
Underwriter |
Broker-Dealer |
1 |
| Cypress Asset Management Inc |
Portfolio Manager |
Buyside |
1 |
| Diamond Hill Capital Management Inc |
Portfolio Manager |
Buyside |
1 |
| Disciplined Growth Investors Inc |
Portfolio Manager |
Buyside |
1 |
| Dougherty & Company LLC |
Underwriter |
Broker-Dealer |
1 |
| ECM Insurance Group |
Portfolio Manager |
Buyside |
3 |
| ECM Insurance Group |
Portfolio Manager |
Buyside |
1 |
| Epoch Investment Partners Inc |
Portfolio Manager |
Buyside |
2 |
| Federated Investment Management Company |
Head of Trading |
Buyside |
2 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Fidelity Investments |
Global Head of Fixed Income |
Buyside |
2 |
| Fidelity Investments |
Portfolio Manager |
Buyside |
1 |
| First Carolina Corporate Credit Union |
Portfolio Manager |
Buyside |
1 |
| First Financial Trust & Asset Management Company NA |
Portfolio Manager |
Buyside |
1 |
| First Internet Bank |
Underwriter |
Broker-Dealer |
2 |
| First Midstate Incorporated |
Underwriter |
Broker-Dealer |
1 |
| First National Bank in Sioux Falls |
Portfolio Manager |
Buyside |
1 |
| Fort Washington Investment Advisors Inc |
Portfolio Manager |
Buyside |
2 |
| Fort Washington Investment Advisors Inc |
Portfolio Manager |
Buyside |
1 |
| Fragasso Financial Advisors |
Portfolio Manager |
Buyside |
1 |
| Franklin Templeton |
Portfolio Manager |
Buyside |
1 |
| Franklin Templeton |
Portfolio Manager |
Buyside |
1 |
| Frost Investment Advisors LLC |
Portfolio Manager |
Buyside |
2 |
| Garrett State Bank |
Underwriter |
Broker-Dealer |
1 |
| General American Investors Co Inc |
Portfolio Manager |
Buyside |
1 |
| GMS Group |
Underwriter |
Broker-Dealer |
1 |
| Goldman Sachs Asset Management |
Analyst |
Buyside |
2 |
| Greenville Casualty Insurance Company |
Portfolio Manager |
Buyside |
1 |
| Hartford Financial Management Inc |
Portfolio Manager |
Buyside |
1 |
| Hayes Asset Management |
Portfolio Manager |
Buyside |
1 |
| Hilltop Securities |
Underwriter |
Broker-Dealer |
1 |
| Huntington Bank |
Underwriter |
Broker-Dealer |
2 |
| Interactive Data |
Financial News Service |
Financial News Service/Other |
1 |
| Intrust Bank |
Underwriter |
Broker-Dealer |
2 |
| INVESCO Inc |
Senior Portfolio Manager |
Buyside |
2 |
| INVESCO Inc |
Junior Portfolio Manager, Client |
Buyside |
1 |
| Investment Partners Asset Management |
Portfolio Manager |
Buyside |
2 |
| Ipreo Research |
Financial News Service |
Financial News Service/Other |
23 |
| J.P. Morgan |
Underwriter |
Broker-Dealer |
1 |
| Jeanne D'Arc Credit Union |
Portfolio Manager |
Buyside |
1 |
| Jefferies LLC |
Underwriter |
Broker-Dealer |
2 |
| Jennison Associates |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Credit/Research Analyst |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| JP Morgan |
Underwriter |
Broker-Dealer |
1 |
| Kanawha Capital Management |
Portfolio Manager |
Buyside |
1 |
| Kunath, Karren, Rinne & Atkin |
Portfolio Manager |
Buyside |
1 |
| Lincoln Capital Corp |
Portfolio Manager |
Buyside |
3 |
| Logan Circle Partners |
Portfolio Manager |
Buyside |
1 |
| Loomis Sayles & Company |
Credit/Research Analyst |
Buyside |
1 |
| Macquarie |
Vice President, Senior Municipal Credit Analyst |
Buyside |
1 |
| Madison Investment Advisors |
Portfolio Manager |
Buyside |
2 |
| Madison Investment Advisors LLC |
Portfolio Manager |
Buyside |
2 |
| Mazama Capital Management Inc |
Portfolio Manager |
Buyside |
1 |
| Mesirow Financial |
Underwriter |
Broker-Dealer |
1 |
| Mesirow Financial |
Underwriter |
Broker-Dealer |
1 |
| Mesirow Financial |
Underwriter |
Broker-Dealer |
1 |
| MetLife |
Chief Investment Officer |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
2 |
| MFS Investment Management |
Analyst |
Buyside |
2 |
| MFS Investment Management |
Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Senior Fixed Income Trading Associate |
Buyside |
1 |
| MFS Investment Management |
Director of Research |
Buyside |
1 |
| MFS Investment Management |
Fixed Income Research Associate |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Investment Officer & Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Research Associate |
Buyside |
1 |
| MFS Investment Management |
Fixed Income Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager, Institutional |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager, Institutional |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Fixed Income Trader |
Buyside |
1 |
| MFS Investment Management |
Investment Officer & Fixed Income Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager, Institutional |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Investment Officer & Fixed Income Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager, Institutional |
Buyside |
1 |
| Mischler Financial |
Underwriter |
Broker-Dealer |
1 |
| Mischler Financial |
Underwriter |
Broker-Dealer |
1 |
| Mount Morris Mutual Insurance Co |
Portfolio Manager |
Buyside |
1 |
| New Washington Bank |
Underwriter |
Broker-Dealer |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
2 |
| Nuveen |
Senior Director, Research & Analyst |
Buyside |
1 |
| Nuveen |
Analyst |
Buyside |
1 |
| NW Capital |
Underwriter |
Broker-Dealer |
1 |
| Ohanesian & Lecours Inc |
Portfolio Manager |
Buyside |
1 |
| Oppenheimer |
Senior Analyst |
Buyside |
1 |
| Oppenheimer & Co |
Underwriter |
Broker-Dealer |
15 |
| Oppenheimer & Co. |
Underwriter |
Broker-Dealer |
1 |
| Pacific Heights Asset Management |
Portfolio Manager |
Buyside |
6 |
| Parametric Portfolio Associates LLC |
Portfolio Manager |
Buyside |
1 |
| Payden & Rygel |
Portfolio Manager |
Buyside |
1 |
| Payden & Rygel |
Portfolio Manager |
Buyside |
1 |
| Penobscot Investment Management Co Inc |
Portfolio Manager |
Buyside |
1 |
| Performance Trust Capital Partners |
Portfolio Manager |
Buyside |
3 |
| Performance Trust Capital Partners |
Portfolio Manager |
Buyside |
1 |
| PIMCO |
Executive Vice President & Portfolio Manager |
Buyside |
1 |
| PIMCO |
Executive Vice President & Portfolio Manager |
Buyside |
1 |
| PIMCO |
Vice President & Portfolio Manager |
Buyside |
1 |
| PIMCO |
Senior Vice President, Portfolio Manager |
Buyside |
1 |
| PIMCO |
Senior Vice President, Portfolio Manager |
Buyside |
1 |
| PIMCO |
Portfolio Manager |
Buyside |
1 |
| Polish Falcons of America |
Portfolio Manager |
Buyside |
1 |
| Prager & Co. |
Underwriter |
Broker-Dealer |
2 |
| Principal Global Investors |
Credit/Research Analyst |
Buyside |
2 |
| Prudential Investment Management |
Portfolio Analyst |
Buyside |
2 |
| Prudential Investment Management |
Analyst |
Buyside |
1 |
| Putnam Investment Management |
Portfolio Manager & Analyst |
Buyside |
2 |
| Putnam Investment Management |
Municipal Bond Analyst |
Buyside |
1 |
| Raymond James |
Underwriter |
Broker-Dealer |
5 |
| Raymond James |
Underwriter |
Broker-Dealer |
2 |
| Raymond James |
Underwriter |
Broker-Dealer |
1 |
| Roosevelt & Cross |
Underwriter |
Broker-Dealer |
1 |
| Roosevelt & Cross |
Underwriter |
Broker-Dealer |
1 |
| Roosevelt Investment Group Inc |
Portfolio Manager |
Buyside |
1 |
| Roumell Asset Management |
Portfolio Manager |
Buyside |
1 |
| Royce & Associates |
Portfolio Manager |
Buyside |
3 |
| Samco Capital Markets |
Underwriter |
Broker-Dealer |
1 |
| Sawgrass Asset Management |
Portfolio Manager |
Buyside |
1 |
| Segall Bryant & Hamill |
Portfolio Manager |
Buyside |
1 |
| Sharkey, Howes & Javer Incorporated |
Portfolio Manager |
Buyside |
1 |
| Southern Michigan Bancorp, Inc |
Portfolio Manager |
Buyside |
1 |
| Spectrum Asset Management Inc |
Portfolio Manager |
Buyside |
1 |
| Stephens |
Underwriter |
Broker-Dealer |
2 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
5 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
3 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
2 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
1 |
| Stonebridge Capital Advisors |
Portfolio Manager |
Buyside |
1 |
| Stonebridge Capital Advisors |
Portfolio Manager |
Buyside |
1 |
| Stonebridge Capital Advisors |
Credit/Research Analyst |
Buyside |
1 |
| UBS Financial Services |
Underwriter |
Broker-Dealer |
2 |
| US Bancorp Asset Management |
Credit/Research Analyst |
Buyside |
1 |
| Van Den Berg Management |
Portfolio Manager |
Buyside |
3 |
| Van Eck Global |
Portfolio Manager |
Buyside |
1 |
| Wellington Management |
Credit/Research Analyst |
Buyside |
2 |
| Wellington Management |
Credit/Research Analyst |
Buyside |
1 |
| Wells Capital Management |
Portfolio Manager |
Buyside |
1 |
| Wells Capital Management |
Director of Research |
Buyside |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
2 |
| Western Asset Management |
Credit/Research Analyst |
Buyside |
2 |
| Western Asset Management |
Portfolio Manager |
Buyside |
2 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Westwood Management Corp |
Portfolio Manager |
Buyside |
2 |
| Windsor-Mount Joy Mutual Insurance Co |
Portfolio Manager |
Buyside |
1 |
| Wulff Hansen |
Underwriter |
Broker-Dealer |
2 |
| YHB Investment Advisors Inc |
Portfolio Manager |
Buyside |
1 |
