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PURCHASE INFORMATION
MINIMUM INVESTMENT
MINIMUM INVESTMENT NA
Initial 2,500.00
Additional 50.00
Initial IRA 2,500.00
Additional IRA NA
Initial AIP 2,500.00
Additional AIP 50.00
BROKERAGE AVAILABILITY
Symbol
ADP Access OFA
Ameriprise Brokerage
Ameriprise SPS Advantage
Bear Stearns
Bear Stearns Load-Waived NTF
Cetera Advisors LLC PAM and PRIME
Cetera Advisors Networks LLC PAM&PRIME
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
DailyAccess Corporation Schwab
DATALynx
DATALynx NTF
E TRADE Financial
E-Plan Services, Inc.
EP Fee Large
EP Fee Small
ETrade Load Fee
ETrade No Load Fee
Federated TrustConnect NTF
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Firstrade
FTJ FundCHOICE
H&R Block Financial Advisors Inc
HDVest - Wells Fargo
ING Financial Advisers - SAS Funds
ING Financial Partners  Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NTF
JPMorgan
JPMorgan INVEST
LPL SAM Eligible
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Met Life Resources MFSP Alliance List
Morgan Stanley Advisors
Morgan Stanley TRAK Fund Solution
MSSB Brokerage
MSSB MassMutual
MSSB Oppenheimer Pinnacle
MSSB Retail Fund
Mutual Of Omaha Investor Services, Inc.
Northwestern Mutual Inv Srvc, LLC
NYLIM 401(k) Complete
PAS
Pershing FundCenter
Pershing FundVest NTF
Principal Advantage
Protected Investors of America
PruChoice Investments
Raymond James
Raymond James WRAP Eligible
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Robert W. Baird & Co.
Schwab Institutional
Schwab Institutional Load Waived
Schwab Institutional NTF
Schwab Institutional Only
Schwab Retail
Schwab RPS All
Schwab RPS SDE
Scottrade Load
Smith Barney TRAK
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
SunGard Transaction Network
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Trade PMR NTF
Trust Company of America
UBS Financial Services Inc.
Vanguard Load
Waddell & Reed Choice MAP Flex
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

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