Mutual Fund Companies

Stifel has received additional marketing support from the following companies for the period January 1, 2017, through December 31, 2017:

Aberdeen
Advisors Asset Management
Alkeon
Allianz Global Investors
American Beacon
American Funds
Anchor Capital
Aristotle
Atalanta Sosnoff
Blackrock
Cambiar
Centerstone
Cohen & Steers
Columbia Threadneedle Investments
Confluence
Crossmark Global Investments
Davis Funds
Dearborn Partners
Deutsche Asset Management
Diamond Hill
Dimensional Fund Advisors
Eaton Vance
EJF Capital
Federated Investors
Fidelity
First Investor Funds
First Trust
Franklin Templeton
Goldman Sachs
Heartland Funds
Incapital
Invesco
Ivy Funds
Janus
John Hancock Funds
Legg Mason
Lord Abbett
MFS Investment Management
New York Life/MainStay
Nuveen
Oppenheimer
PIMCO
Principal Funds
Reaves Asset Management
Russell
Sagewood Asset Management
Schafer Cullen/Cullen Funds
Schwab
T. Rowe Price
Transamerica
USAA
VanEck
Vanguard
Virtus

In addition, Stifel receives networking, operational, sub-accounting, recordkeeping, or processing fees
from nearly all of the mutual funds Stifel offers. For a full list of these funds and companies,
please click here.