Revenue Agreements
Wells Fargo Clearing Services, LLC may receive compensation from mutual fund companies and/or their affiliates, not related to individual transactions, for ongoing account maintenance, marketing support, educational and training services.
Companies and/or affiliates with agreements include:
- 1919 Investment Counsel Funds
- Abbey Capital
- Aberdeen/Artio
- Abraham Fortress Fund
- Alger
- Allspring
- ALPS
- Amana/Saturna/Sextant
- American Beacon
- American Century
- American Funds
- AMG Managers/Yacktman
- Angel Oak Capital Advisors
- Appleseed
- Ariel Investments
- Aristotle
- Artisan Funds
- Ashmore
- Axonic Strategic Income Fund
- BNY Mellon/Dreyfus
- Boston Common
- Boston Trust Walden
- Bramshill Funds
- Brandes Inv. Partners
- Brookfield
- Brown Advisory Funds
- Buffalo
- Calamos
- Cantor Funds
- Carrillon/Eagle/Scout/Chartwell
- Catalyst Funds
- Causeway Capital
- Chase Investment Counsel
- CM Advisors
- Cohen & Steers
- Columbia Threadneedle Investments
- Conestoga
- Congress
- Cullen Funds (Schafer Cullen)
- Davis
- Dean
- MACQUARIE/Ivy/Lincoln/Delaware
- Destra
- DWS Investments
- Diamond Hill
- Direxion
- Domini Funds
- Doubleline
- Driehaus
- Dunham Funds
- Easterly Funds, LLC/James Alpha
- Edgewood
- Emerald
- Equity Investment Corp. (EIC)
- Eventide
- Fidelity Institutional Asset Management
- First Eagle
- First Trust
- FMI (Fiduciary Management, Inc.)
- FS Investments/Chiron
- Gabelli Funds
- Goldman Sachs
- GQG
- Green Century
- Guggenheim/Rydex
- Harbor Funds
- Hartford
- Hawaiian Tax Free Fund
- Heartland Funds
- Hennessy Funds
- Hotchkis & Wiley
- Huber
- Invesco
- Jackson Square
- James Advantage
- Janus Henderson
- Jensen
- JOHCM/JO Hambro
- John Hancock
- JP Morgan
- Keeley
- Kinetics
- Lazard
- LoCorr Funds
- Lord Abbett
- Lyrical
- Madison Funds
- Maingate MLP Funds
- Mainstay
- Manning & Napier
- Mass Mutual
- Matthews Asia Funds
- Meridian
- MFS
- Midas Funds
- Mondrian
- Morgan Stanley/Calvert/Eaton Vance
- Nationwide
- Needham Funds
- Neuberger Berman
- New Age Alpha
- Nicholas Group
- North Square/Oak Ridge
- Nuveen/TIAA-CREF
- Olstein
- Pacific Income Advisors (PIA)
- Parnassus Funds/IMPAX
- Patient Capital/Miller Value
- Performance Trust
- Polen
- Praxis
- Principal
- ProFunds
- PGIM/Prudential
- Putnam
- Robeco/RBB/Boston Partners
- RBC Funds
- Reinhart Partners
- RMB/Burnham Funds
- Russell
- Schwartz Investment Counsel, Inc./Ave Maria
- Segall Bryant & Hamill (SBH)
- SEI
- Seven Canyon
- Shelton Capital Management/ICON
- SIT Funds
- Sound Mind
- Sound Shore
- Sparrow
- Sprucegrove
- Standpoint
- State Street
- Sterling Capital Funds
- Swan
- T. Rowe Price
- Tanaka
- TCW Funds
- Thornburg
- Tocqueville Funds
- Torray Funds
- Tortoise Capital Advisors/Advisory Research
- Total Fund Solutions/(aka Cromwell)
- Touchstone Funds
- Transamerica Capital
- Tributary
- UBS Global Asset Management/Credit Suisse
- Van Eck Global
- Victory Funds/Munder/RS/Compass EMP/USAA/Amundi Asset Management US/Pioneer
- Virtus/Merger/Allianz
- Voya
- WCM
- Weitz Funds
- Westwood/Salient/Forward
- William Blair
- Wilmington