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
  • 361 Capital
  • Abbey Capital
  • Aberdeen
  • Alger
  • Allspring
  • Alps Funds
  • Amana/Saturna
  • American Beacon
  • American Century
  • American Funds
  • Amundi Asset Management
  • AMG
  • Angel Oak
  • Appleseed
  • AquilaFunds
  • Ariel Investments
  • Arrow
  • Artisan Funds
  • Ashmore
  • BNY Mellon
  • Boston Common Asset Management
  • Boston Trust Walden Funds
  • Brandes
  • Brookfield
  • Brown Advisory
  • Buffalo
  • Calamos
  • Calvert
  • Carillon
  • Causeway Capital
  • Chase
  • CM Advisors
  • Cohen and Steers
  • Columbia Threadneedle Investments
  • Conestoga Funds
  • Congress
  • Credit Suisse
  • Cromwell Funds
  • Cullen Funds
  • Davis
  • Dean Funds
  • Delaware/Ivy
  • Deutsche Asset Management
  • Diamond Hill
  • Direxion
  • Domini
  • Doubleline
  • Driehaus
  • Dunham
  • Easterly Funds
  • Edgewood Funds
  • Emerald Mutual Funds
  • Equity Investment Corp. (EIC)
  • Eventide
  • Fiera Capital Funds
  • First Eagle
  • First Trust
  • FMI
  • FS Investments/Chiron
  • Gabelli Funds
  • Goldman Sachs
  • Good Harbor
  • GQG
  • Green Century
  • Hartford
  • Heartland
  • Hennessy Funds Inc.
  • Hillman
  • Hotchkis and Wiley
  • Huntington
  • Invesco
  • Jackson Square Funds
  • James Advantage Funds
  • Janus Henderson
  • JOHCM (JO Hambro)
  • JP Morgan
  • Keeley
  • Kinetics
  • Lazard
  • LoCorr Funds
  • Lord Abbett
  • Madison Funds
  • Maingate
  • Mainstay
  • Manning and Napier
  • Mass Mutual
  • Matthews Asia
  • Meridian
  • MFS
  • Midas Funds
  • Miller Value
  • Mondrian
  • Morgan Stanley
  • Nationwide
  • Needham
  • Neuberger Berman
  • Nicholas Mutual Funds
  • North Square
  • NUVEEN
  • Olstein
  • Pacific Income Advisors (PIA)
  • Pacific Life Funds
  • Parnassus Funds
  • Polen
  • Praxis
  • Principal
  • ProFunds
  • Prudential
  • Putnam
  • Quaker
  • RBB
  • RBC
  • Reinhart Funds
  • RMB
  • Russell
  • Rydex/Guggenheim
  • Schwartz Investment Counsel Inc./Ave Maria
  • Segall Bryant & Hamill
  • SEI
  • Seven Canyon
  • Shelton
  • Silver Pepper
  • SIT Funds
  • Soundmind
  • Soundshore
  • Southern Sun
  • Sparrow
  • Stadion
  • State Street
  • Sterling (BB&T)
  • Swan
  • T. Rowe Price
  • Tanaka
  • TCW
  • Thornburg
  • Tocqueville Funds
  • Torray
  • Tortoise
  • Touchstone
  • Transamerica
  • Tributary
  • UBS
  • USA Mutuals
  • Van Eck
  • Victory Funds/Munder/RS/Compass EMP/USAA
  • Virtus/Allianz
  • Voya
  • WCM Funds
  • Weitz Funds
  • William Blair
  • Wilmington