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