TRANSFER AGENT: Rankings - Full-Service Providers (No. of Accounts)

Partner Insights from
2017 Rank Service Provider Number of Accounts (Ks)
1 DST 17,800*
2 BNY Mellon 6,184
3 U.S. Bancorp Fund Services 2,671
4 Gemini Fund Services 939
5 FIS 769
6 Northern Trust 577
7 ALPS, A DST Company 425
8 Ultimus Fund Solutions 364
9 UMB Fund Services 359
10 Atlantic Fund Services 94

Data as of 12/31/17
Rankings for number of accounts based on open accounts in open-end U.S. mutual funds.
*Change in number of accounts is primarily due to DST’s acquisition of Boston Financial Data Services.

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