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
- Alger
- Allspring
- ALPS
- Amana/Saturna/Sextant
- American Beacon
- American Century
- American Funds
- Amundi Asset Management US
- AMG Managers/Yacktman/Brandywine
- Angel Oak Capital Advisors
- Appleseed
- Aquila Group of Funds
- Ariel Investments
- Aristotle
- Artisan Funds
- Ashmore
- BNY Mellon/Dreyfus
- Boston Common
- Boston Trust Walden
- Bramshill Income Performance
- Brandes Investment Partners
- Brookfield
- Brown Advisory Funds
- Buffalo
- Calamos
- Carrillon/Eagle/Scout/Chartwell
- Catalyst Funds
- Causeway Capital
- Chase Investment Counsel
- CM Advisors
- Cohen & Steers
- Columbia Threadneedle Investments
- Conestoga
- Congress
- Credit Suisse
- Cullen Funds (Schafer Cullen)
- Davis
- Dean
- Delaware Funds by MACQUARIE/Ivy
- DWS Investments
- Diamond Hill
- Direxion
- Domini Funds
- Doubleline
- Driehaus
- Dunham Funds
- Easterly Funds, LLC/James Alpha
- Edgewood
- Emerald
- Equity Investment Corp. (EIC)
- Eventide
- Fidelity
- First Eagle
- First Trust
- FMI
- FS Investments/Chiron
- Gabelli Funds
- Goldman Sachs
- Good Harbor Financial, LLC
- GQG
- Green Century
- Guggenheim/Rydex
- Harbor Funds
- Hartford
- Heartland Funds
- Hennessy Funds
- Hillman
- Hotchkis & Wiley
- Invesco
- Jackson Square
- James Advantage
- Janus Henderson
- JOHCM
- John Hancock
- JP Morgan
- Keeley
- Kinetics
- Lazard
- LoCorr Funds
- Lord Abbett
- Madison Funds
- Maingate MLP Funds
- Mainstay
- Manning & Napier
- Mass Mutual
- Matthews Asia Funds
- Meridian
- MFS
- Midas Funds
- Miller Value
- Mondrian
- Morgan Stanley/Calvert/Eaton Vance
- Nationwide
- Needham
- Neuberger Berman
- Nicholas Group
- North Square
- Nuveen
- Olstein
- Pacific Income Advisors (PIA)
- Parnassus Funds
- Patient Capital Management
- Performance Trust
- Polen
- Praxis
- Principal
- ProFunds
- PGIM/Prudential
- Putnam
- Quaker
- Robeco/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
- State Street
- Sterling Capital Funds
- Swan
- T. Rowe Price
- Tanaka
- TCW Funds
- Thornburg
- TIAA-CREF
- Tocqueville Funds
- Torray Funds
- Tortoise Capital Advisors/Advisory Research
- Total Fund Solutions
- Touchstone Funds
- Transamerica Capital
- Tributary
- UBS Global Asset Management
- Van Eck Global
- Victory Funds/Munder/RS/Compass EMP/USAA
- Virtus/Merger/Allianz
- Voya
- WCM
- Weitz Funds
- Westwood
- William Blair
- Wilmington