Mutual Funds & Brokers
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Recent Mutual Fund News
- Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.
Zacks Equity Research. Zacks. Wednesday, 20 Nov 2024 13:00:05 GMT. - KKM Financial's Essential 40 stock fund is now an ETF
Many asset managers have been converting their mutual funds to ETFs in recent years, due in part to a 2019 SEC rule change.
CNBC. Monday, 21 Oct 2024 16:48:42 GMT. - Tortoise Capital Advisors will merge three mutual funds into one actively managed ETF
Overland Park-based Tortoise Capital Advisors plans to create a new exchange traded fund by merging three of its mutual funds.
James Dornbrook. American City Business Journals. Wednesday, 07 Aug 2024 18:56:50 +0000.
Before visiting a mutual fund or broker listed herein, be sure to verify its address, hours of operation,
and appointment requirements (if any) by visiting its website or contacting it. The mutual fund or broker
may no longer be in business or it may have moved, and business hours may be irregular.Each listing specifies the County and State in which the mutual fund or broker is located as well as the database categories that are relevant to the listing. Convenient links to related directory categories and websites may be provided at the bottom of this page.
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Appleton Group LLC Appleton, WI 54911 1-920-993-7727 appletongrouponline.com
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Ascension Capital Advisors Inc Houston, TX 77057 1-713-952-6900 www.ascensioncapital.com
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Bexil Corporation New York, NY 10005 1-212-797-7625 bexil.com
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Boston Financial Data Service Inc Quincy, MA 02171 1-617-483-5000 www.bfds.com
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Brynwood Partners LP Greenwich, CT 06830 1-203-622-1790 brynwoodpartners.com
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Capital Financial Group Inc South Glens Falls, NY 12803 1-518-793-2885 www.capitalfinancialgroupinc.com
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Chamberlin Insurance Princess Anne, MD 21853 1-410-651-0505 www.rmpylesinsurance.com
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Christian Wayne Financial Services Center, TX 75935 1-936-598-9966 www.waynechristian.com
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Columbia Funds Services Inc Boston, MA 02266 1-800-345-6611 www.columbiafunds.com
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Compass Financial Group Harrisville, NH 03450 1-603-827-3022 www.cfg3.com
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Delaware Investments Philadelphia, PA 19103 1-215-255-1200 www.delawareinvestments.com
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Edward Jones Saint Louis, MO 63166 1-314-515-2000 |
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Everest Funds Management Omaha, NE 68127 1-402-593-4503 everestfund.com
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Finance 500 Inc Irvine, CA 92612 1-949-253-4000 finance500.com
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Glenn Eckert Agency Saint Louis, MO 63123 1-314-266-5421 glenneckert.com/
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Green Century Funds Boston, MA 02109 1-617-422-0881 greencentury.com
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Greenspring Fund Inc Lutherville Timonium, MD 21093 1-800-366-3863 www.greenspringfund.com
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Heartland Advisors Inc Milwaukee, WI 53202 1-414-347-7777 www.heartlandfunds.com
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Investment Centers of America, Inc. Hudson, WI 54016 1-715-386-1335 www.ica4u.com
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John Hancock Financial Network Charlotte, NC 28202 1-704-377-8960 www.meinekefranchise.com
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Krueger Brokerage Inc Keokuk, IA 52632 1-319-524-1240 www.kruegerbrokerage.com
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Lorence & Vander Zwart Holland, MI 49423 1-616-394-4994 www.lvzadvisors.com
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Mairs & Power Inc Investment Service Saint Paul, MN 55101 1-651-222-8478 mairsandpower.com
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Martin Nelson & CO Inc Seattle, WA 98109 1-206-682-6261 martinnelsonco.com
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Mc Neely Financial Service Inc Spencer, WI 54479 1-715-659-4255 mcneelyfinancial.com
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Miers Bobby Abilene, TX 79601 1-325-673-8543 bobbymiers.com
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Monetta Financial Service Wheaton, IL 60189 1-630-462-9800 www.monetta.com
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Mutual Shareholders Service Broadview Heights, OH 44147 1-440-922-0066 mutualss.com
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New Alternatives Fund Melville, NY 11747 1-631-423-7373 newalternativesfund.com
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New America High Income Fund Boston, MA 02109 1-617-263-6400 www.newamerica-hyb.com
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Nis Financial Service Inc Kansas City, MO 64106 1-816-842-8685 ozark-national.com
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Ofg Financial Service Topeka, KS 66603 1-785-233-4071 www.ofgfinancial.com
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Parnassus Fund San Francisco, CA 94105 1-415-778-0201 www.parnassus.com
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Pierremont Oaks Tennis Club Shreveport, LA 71106 1-318-865-4625 www.pierremontoaks.com
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PT Asset Management, LLC (PTAM) Chicago, IL 60661 1-888-282-3220 www.ptam.com
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Putnam Investments Boston, MA 02109 1-617-292-1000 putnam.com
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R M Stark & CO Inc Delray Beach, FL 33483 1-561-243-3815 rmstark.com
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Rainier Investment Management Seattle, WA 98101 1-206-464-0400 www.rainierfunds.com
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Repex & CO Inc Closter, NJ 07624 1-201-767-1050 repexinvestments.com
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Signal Securities Inc Fort Worth, TX 76102 1-817-877-4061 signalsecurities.com
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SWS Group Inc Dallas, TX 75270 1-214-859-9300 swsgroupinc.com
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Tanner Insurance Oneida, NY 13421 1-315-363-0223 www.tiains.com
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Teton Advisors, Inc Rye, NY 10580 1-914-457-1070 www.tetonadv.com
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Timothy Plan Maitland, FL 32751 1-407-644-1986 timothyplan.com
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Todd Market Forecast Crestline, CA 92325 1-909-338-8354 toddmarketforecast.com
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Touchstone Investments Cincinnati, OH 45202 1-800-638-8194 www.touchstoneinvestments.com
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Tully Rinckey PLLC Syracuse, NY 13204 1-315-251-1110 syracuse-ny.tullylegal.com/
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Veritas Financial Services & Tax Preperation Oshkosh, WI 54902 1-920-251-4862 veritasinvesting.com/
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Winnebago Land Insurance Neenah, WI 54956 1-920-731-1844 www.winnebagolandinsurance.com
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Nationwide Mutual Funds & Brokers
The following enterprises have offices or other facilities in multiple locations; most of them have facilities in multiple states. Many of these large mutual funds and brokers list some or all of their office locations on their websites.|
Fidelity Investments www.fidelity.com
Located in about 20 states.
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Merrill Lynch www.ml.com
Located in about 46 states.
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Waddell & Reed Inc www.waddell.com
Located in about 37 states.
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