Revenue Agreements

First Clearing, 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:

  • Aberdeen
  • Amana
  • American Funds
  • Appleseed
  • Ariel Investments
  • Artisan Funds
  • Causeway Capital
  • Dreman
  • Dunham
  • Empiric Funds
  • Equity Investment Corp.
  • FBR
  • Fenimore Funds
  • Forward
  • Hatteras Capital
  • Hillman
  • Huntington
  • ICON
  • Lazard
  • Madison Mosaic Funds
  • Midas Funds
  • Nationwide
  • Parnassus Funds
  • ProFunds
  • Roosevelt
  • Schwartz Investment
  • Scout
  • SIT Funds
  • Southern Sun Funds
  • Strategic Income
  • Tanaka
  • Tocqueville Funds
  • Turner Funds
  • Weitz Funds
  • Wright Investor

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