| System Sale or Lease Provider | 2014 | 2015 | 2016 | 2017 | 2018 |
| Envision Financial | 9,236 | 9,898 | 9,668 | 11,308 | 11,308 |
| Linedata | 320 | 320 | 320 | 320 | 320 |
Number of accounts listed above are shown in thousands as reported in prior year Service Guides.
Data for 2018 based on open accounts in open-end U.S. mutual funds as of 12/31/17