PARTIAL LIST OF INDUSTRIES, PARTNERS AND CLIENTS

Mutual funds

• American Funds
• Russell Investment Group

Nonprofit and Unitized trust

• Emory University
• Rhode Island School of Design
• ACLU
• New Hampshire Charitable Foundation
• Winston Salem Community Foundation

Custody banks

• State Street
• Bank of New York

Trust companies

• Commerce Trust
• TD Ameritrade

Community banks

• Eastern Bank
• Salem Five Cents Savings Bank
• Danversbank