Filters Ownership Independent · 7,789 Wrap-program sponsor · 907 Bank-affiliated · 158 Public-company owned · 61
Size $1B+ $100M–$1B Under $100M
Custodian Custodian Any custodian Charles Schwab (5,741) Fidelity (1,962) BNY Pershing (436) LPL Financial (352) Raymond James (283) Interactive Brokers (241) Altruist (180) SEI (160) Fidelity Distributors Company (134) J.P. Morgan (111) Wells Fargo (104) Morgan Stanley (103) Goldman Sachs (91) RBC (82) Axos (81) UBS (70) Merrill / Bank of America (66) BNY (55) Northern Trust (43) Apex Fintech (39) Vanguard (39) U.S. Bank (35) Capital Client Group (33) Tiaa-Cref Individual & Institutional Services (31) TradePMR / Robinhood (28) Citi (27) Assetmark Brokerage (26) Betterment (22) Alpaca Securities (19) Assetmark Trust (19) Matrix Trust (16) State Street (15) Ascensus Broker Dealer Services (14) Nationwide Securities (14) American Funds (12) Assetmark (12) Nationwide Investment Services (12) Stonex Financial (12) Ascensus Trust (10) Fiduciary Trust (10) Bank Vontobel AG (9) Banque Pictet & CIE SA (9) Fifth Third Bank (9) Stifel, Nicolaus & Company, Incorporated (9) Hilltop Securities (8) Principal Securities (8) Empower Financial Services (7) National Bank Independent Network (7) American Trust Custody (6) Drivewealth (6) Equity Trust (6) First Clearing (6) John Hancock Distributors (6) MID Atlantic Trust (6) Pictet (6) Reliance Trust (6) U.S. Bancorp Investments (6) ADP (5) Capital Bank and Trust (5) E*Trade (5) Fiduciary Trust Company International (5) Fifth Third Securities (5) Inspira Financial (5) National Advisors Trust (5) PNC Bank (5) PNC Wealth Management (5) Rl360 (5) TIAA (5) ADP Broker-Dealer (4) Banco Santander (4) Bank Julius Baer & Co LTD (4) Broadridge Business Process Outsourcing (4) Comerica Bank (4) Dunham (4) Empower (4) Empower Trust Company (4) Equitable (4) Jackson National Life Distributors (4) Robert W. Baird & Co. Incorporated (4) Voya Financial Partners (4) One More than one None reported
Broker-dealer Hybrid Affiliated No ties
Their broker-dealer clears through Their broker-dealer clears through… Pershing (45) National Financial Services (Fidelity) (37) RBC Capital Markets (12) Apex Clearing (8) J.P. Morgan (7) Wells Fargo Clearing Services (7) Axos Clearing (6) Interactive Brokers (6) Hilltop Securities (5) Wedbush (5) BofA Securities (3) Raymond James (3) Stifel (3) LPL Financial (2) Vision Financial Markets (2) Charles Schwab (1) Robinhood (1) StoneX (1) Velocity Clearing (1) State State Every state Alabama (59) Alaska (4) Argentina (2) Arizona (161) Arkansas (42) Australia (1) Bermuda (1) Bolivia (1) Brazil (4) California (985) Canada (51) China (2) Colorado (226) Connecticut (144) Delaware (21) District of Columbia (10) Florida (537) Georgia (222) Germany (1) Guam (1) Hawaii (12) Hong Kong (4) Idaho (40) Illinois (316) India (7) Indiana (115) Iowa (71) Israel (4) Italy (1) Kansas (92) Kentucky (66) Louisiana (61) Maine (28) Malaysia (1) Maryland (136) Massachusetts (280) Mexico (4) Michigan (238) Minnesota (178) Mississippi (29) Missouri (130) Monaco (1) Montana (17) Nebraska (54) Nevada (48) New Hampshire (62) New Jersey (227) New Mexico (18) New York (673) North Carolina (196) North Dakota (8) Ohio (300) Oklahoma (66) Oregon (121) Pennsylvania (352) PR (7) Rhode Island (37) Romania (1) Singapore (3) South Carolina (87) South Dakota (10) Spain (1) Switzerland (38) Taiwan, Republic of China (1) Tennessee (144) Texas (554) Turkey (1) United Arab Emirates (2) United Kingdom (28) Utah (99) Vermont (28) Virginia (198) Washington (197) West Virginia (8) Wisconsin (136) Wyoming (15) SEC-registered firms that manage at least half their assets for individuals and high-net-worth individuals. Bank-affiliated: a related bank or thrift (Form ADV Item 7.A). Public-company owned: controlled by a public reporting company (Item 10).
Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
11262 Schwab 100%
+00% $241M 11264 Schwab 100%
+00% $241M 11266 Fidelity 100%
+00% $241M 11267 Schwab 100%
+00% $241M 11268 Altruist 100%
+00% $241M 11269 Fidelity Distributors Company 64%
+00% $241M 11271 Blackstone Securities Partners L.P. 52% Fidelity 33%
+00% $241M 11273 Raymond James 100%
+00% $241M 11274 Fidelity 51% Schwab 49%
+00% $241M 11276 Schwab 100%
+00% $241M 11278 Burrus Salt Lake City, UT · 322 clients Fidelity 100%
+00% $241M 11279 Fidelity 100%
+00% $241M 11280 Schwab 100%
+00% $241M 11281 Schwab 100%
+00% $241M 11282 Fidelity 100%
+00% $241M 11283 Schwab 100%
+00% $241M 11284 Schwab 63% Morgan Stanley 23%
+00% $240M 11286 Axos 100%
+00% $240M 11287 Axos 82%
+00% $240M 11288 Schwab 100%
+00% $240M 11290 Schwab 90%
+00% $240M 11291 No custodian reported
+00% $240M 11294 Fidelity 52% Schwab 48%
+00% $240M 11295 LPL Financial 100%
+00% $240M 11297 Schwab 100%
+00% $240M 11298 IFS Group Mechanicsburg, PA · 267 clients Wrap sponsor Hybrid LPL Financial 100%
+00% $240M 11300 Schwab 100%
+00% $240M 11301 LPL Financial 100%
+00% $240M 11302 Schwab 100%
+00% $240M 11303 No custodian reported
+00% $240M 11307 Schwab 100%
+00% $239M 11309 Fidelity 100%
+00% $239M 11310 E6 Portfolios Midvale, UT · 781 clients Wrap sponsor Hybrid M. H. Leblang, Inc. Fidelity 80%
+00% $239M 11311 Schwab 100%
+00% $239M 11312 Fidelity 74% Wells Fargo 26%
+00% $239M 11313 Raymond James 100%
+00% $239M 11314 No custodian reported
+00% $239M 11315 Schwab 100%
+00% $239M 11316 Fidelity 100%
+00% $239M 11317 Fidelity 100%
+00% $239M Previous 40 Page 129 of 223 Next 40